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Seattle Genetics Inc. Message Board

smelky_kid 5858 posts  |  Last Activity: Nov 19, 2014 4:25 PM Member since: Jun 9, 2000
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  • smelky_kid smelky_kid Nov 19, 2014 4:25 PM Flag

    so according to your logic, a drug that may generate 3.5 billion dollars annually should be worth about 100 million dollars? Imagine buying something for 100 million dollars today and having to wait 18 months and then having it generate 3.5 billion dollars annually for the next 15 years. So, 100 million gets you 52 billion dollars total in 17 years. hmmmm. you sound like you really know how to value an asset.

  • smelky_kid smelky_kid Nov 19, 2014 1:57 PM Flag

    just remember 1 thing----are their any drugs on the market that do not have side effects? Next time you see a Humira commercial on tv, listen for the last 30 seconds of disclaimers and side effects. So the shorts have the opportunity, pre-approval, to scare the #$%$ out of everyone. Sifting through all of the noise, you have the chief medical officer of Gilead laughing at all of the itching and elevated cholesterol madness. No trial has been successful for this disease, and there is a great possibility that all of the others out there fail. In the end, a patient that takes this drug can decide for themselves whether they want itching or a liver transplant.
    See you all at 1000.

  • be 3 years to the day that Gilead made an 11 billion dollar all cash purchase of Pharmasset. Pharmasset's lead Hep C drug had not even entered its phase III trial, and yet Gilead was willing to take a huge gamble on a company that was essentially 1/3 of its size... Gilead has moved from a 40 billion dollar company to a 150 billion dollar company, mainly due to that acquisition... The deal price was 90% higher than where pharmasset was trading the previous day...
    So be ready this Friday November 21st....It's possible the company pulls the same trick and shocks the world...Clearly, this liver drug will complement the franchise and keep Gilead growing far into the future...
    And for those worried about safety issues...all you need to do is read about the setbacks Pharmasset faced with drug that Gilead wanted to pay 11 billion dollars for...

  • Forget all the noise, this drug has the potential to generate 4 billion dollars a year, by 2018. Gilead has a market cap of 150 billion dollars. They will sneeze and own this company before the summer begins.

  • Reply to

    Gilead is going to make an offer

    by smelky_kid Nov 7, 2014 2:23 PM
    smelky_kid smelky_kid Nov 7, 2014 2:25 PM Flag

    Intercept has 50 employees, they know nothing about marketing and selling a drug. At any given moment, they are going to step off the accellerator and hand this blockbuster off to a company that knows how to design and complete a phase III trial and market a drug...

  • They can swallow this company for 6 billion dollars tomorrow night. The chief medical officer of Gilead does not need to read a bloomberg report that compares 5% of patients that suffer from itching, 8% of patients that would have elevated cholesterol(and be placed on Lipitor) versus a liver transplant. This will be a fun one to watch over the next 6 months...I doubled up a little early today but hey, I am not the best trader...

  • dollar market cap. Hmmmm....If some company in the same secter, visiting the same labs and medical facilities could duplicate what the 8 DDXS sales people do, you could take over the company for 21 million and bring in 27 annually. But since Glaxo controls DDXS and is using the company and preventing any sale of the company, there is no shot this would happen. Rafeld has to come to terms that Glaxo will pull the intellectual property and PLAC sales go to zero... Easy to see why Brian Ward bolted.

  • Reply to

    Most people with NASH die of car accidents

    by gran_pa Nov 7, 2014 5:46 AM
    smelky_kid smelky_kid Nov 7, 2014 9:28 AM Flag

    now thats funny... Look to add here people... this will be the 3rd opportunity to get in based on the exact same side effect data. I'm not sure there is a drug on the market that doesn't have side effects. In fact, 3 weeks ago, I had an erection that lasted almost 3 hours. One more hour and my girlfriend was going to invite some of her friends over. Dammmmmmm

  • Reply to

    Nice lesson on how Wall Street works

    by smelky_kid Nov 6, 2014 7:39 PM
    smelky_kid smelky_kid Nov 7, 2014 1:01 AM Flag

    I just confirmed with watchers of Bloomberg that this story had been written weeks ago by 4 paid medical professionals that receive substantial fees by undisclosed Wall Street money managers. The article was embargoed for a release time of 6 minutes prior to the highly anticipated release of the Flint data being published in a major medical journal- the Lancet. Sources tell Grunting Associates that the researchers and publishers of the Lancet manuscript are furious with the timing of the Bloomberg story and those that initiated quotes in an attempt to embarrass the NIH. Members of the Intercet management team have reacted to the attack by scheduling a press conference Friday morning.

  • Reply to

    Nice lesson on how Wall Street works

    by smelky_kid Nov 6, 2014 7:39 PM
    smelky_kid smelky_kid Nov 6, 2014 7:50 PM Flag

    Re-read the Bloomberg story and count all of the words in the story that evoke negative emotions. Any word used to describe the effectiveness of the drug, the reason why the fda halted the trial because it worked so well, are toned down so much that you cannot even notice the sentence. This is really classic stuff here. Just put 2 columns side by side and look at the words used to describe both sides of the argument.... The hedgies sure are smart.

  • The Bloomberg piece was prepared and perfectly timed to coincide with the Lancet study. All of the cholesterol issues have been released on 3 separate occasions. Tonight we magically have 3 scam artist medical professionals telling you about high cholesterol, itchiness and vitamin E does the same thing as this drug. This story was just waiting to be released! The Lancet is what u should focus on, not 3 paid medical professionals that would have you believe that you are better off getting a liver transplant to avoid itching! Read every word in the Bloomberg story and try to picture these hedge fund shorts crafting the words... Sell if you must but ICPT will be a 4 digit stock one day.

  • tax losses here. The selling into Jan 1 will be fun to watch. We will be in the 15 cent range to accomodate all of the tax sellers... this will be fun to watch... too bad you can't short this..

  • No shot now. This company has zero chance of ever making a dime. They sell 28 million of a product and can't figure out how to make money off that revenue? Now that there is an alledged pipeline of new markers, that another company wanted nothing to do with, DDXS and Rafeld will tinker around for about 16 months before a continuing concern letter goes out by the accounting firm...
    This company needs to put themselves up for sale asap... The longer they waith, shareholder value erodes to zero....

  • Reply to

    still looking for 25 cents

    by smelky_kid Oct 16, 2014 1:19 PM
    smelky_kid smelky_kid Nov 6, 2014 3:46 PM Flag

    Hey roach, how's that cleanup trade work out 2 weeks ago?

  • smelky_kid by smelky_kid Nov 6, 2014 3:43 PM Flag

    Sorry. You must back out line of credit... No wonder Brian Ward jumped ship... PlAC revenues are now on a downward path. Lori Rafeld has no clue about building shareholder value. In fact, I don't think she even owns a single share. Any new heart markers are years away from coming to market. This company is in a permanent death spiral...Anyone thinking a turnaround is possible will just watch in horror. When the market cap is 8 million, maybe, it will be a buy....
    Anyone that thinks differently, speak up....BJROACH? where are you now? ha, dummie.

  • Reply to

    still looking for 25 cents

    by smelky_kid Oct 16, 2014 1:19 PM
    smelky_kid smelky_kid Nov 6, 2014 11:21 AM Flag

    Yup, 25 cents seems inevitable... Sans Darapladib, this is just a huge waste of an investment... If not for the one-time Glaxo service contracts, revs would show a big decline after years of growth... And now we have layoffs.... Look for the 2 year decline in stock price to continue. For those that bought my shares at 2 bucks, I understand your angst. What can I tell you??? sell and move on... There are plenty of good places to invest. Why anyone would remain here is beyond me...

  • by all means, you deserve a lifetime of threesomes. Good for him...

  • him to sell the company for about 90 a share...
    Remember where you heard this first, Seattle Genetics, The Takeda Antibody-Drug Conjugates Company.

  • smelky_kid by smelky_kid Oct 24, 2014 3:04 PM Flag

    ICPT will end 2015 at over 1000. You only cure a disease once.

  • smelky_kid by smelky_kid Oct 24, 2014 11:13 AM Flag

    Someone's gonna pay a hefty price for rights outside of the US. It's obvious who will be the US distributors.
    ICPT can't sell this drug. There is a pretty big line at the door.

SGEN
36.79+0.14(+0.38%)Nov 26 4:00 PMEST

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