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Incyte Corporation Message Board

stillinshock 376 posts  |  Last Activity: 13 hours ago Member since: Oct 25, 2002
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  • stillinshock stillinshock Oct 24, 2014 12:54 PM Flag

    Ok, it's beautiful, wonderful, bright and shiny, and all parts are available in quantity. So where are the contracts, the leaks, the PR's? Everybody has a patent with MVIS stated and all parts are there, help me understand what Tokmans' doing for us. I see what you see and trust what you guys and gals are saying as eye witnesses to be true and I can't figure out why he can't bring home the bacon.
    Fifty bigs interested last year and five red hot prospects and we have only one component contract that I can't connect to a customer....yet. Running out of money, again, and we have nothing to look at other than a competitor entering the marked with RR/JAG, which we thought was sure to be MVIS.
    Waiting for a quarterly CC that isn't even scheduled yet that they could of done October 2nd without much prep on their part.

    Six long years of comments indicating success is at hand, and every big name mentioned to hold our attention and spur more buying and we can't even get a good hold on where we are in getting a product to market and who will be delivering it. Sony and UPS is what we have to hold on to as we move forward as the only concrete evidence that someone can make it work and make money with it. Staying for the end, but after all this time I should feel a lot better than I do about the CEO and the BOD and their abilities in bringing this to a profitable conclusion. One successful product and the patents will be worth a few bucks. Did I miss anything?

  • stillinshock stillinshock Nov 18, 2014 3:46 PM Flag

    The best thing he can do is to stop setting expectations so high. Low hanging fruit, dwarf 2013, new partnerships, RS, swich exchanges etc. More of an ego problem. Concentrate on getting good data and the results will take care of the rest.

  • stillinshock by stillinshock Oct 23, 2014 7:17 PM Flag

    Maybe it's just me getting old, but Tokman and the BOD seem a lot heavier lately carrying them around. Think I'ld be accustomed to their weight after all these years, must be age.

  • Reply to

    Price Advancement

    by scootman1212 Nov 2, 2014 10:25 AM
    stillinshock stillinshock Nov 2, 2014 10:41 AM Flag

    We don't even have the BOD behind us. I own more shares than most of them.

  • Reply to

    the fact is this is boring

    by trimuphtoo Nov 26, 2014 10:31 AM
    stillinshock stillinshock Nov 26, 2014 12:29 PM Flag

    Actually I believe that every kid will be walking around the malls and sitting in eateries using their Picop enabled cell phones to wow their friends with their girl friends photos and every other kind of kid fun, big screen entertainment kids love. That was the selling point for me when I first found this company. It will be a must have young adult necessity. That target crowd is so large the price of Picop will come down and be subsidized by the big players if I am seeing this right. All in my humble opinion. Fingers crossed as I write this.

  • stillinshock stillinshock Nov 25, 2014 3:16 PM Flag

    Why shouldn't long term holders be concerned, the man indicated this year would dwarf last year and it hasn't. We will now hear from the early longs that will debate the meaning of dwarfing and apply it whatever makes it work for them. They should also be concerned because a stagnant share price makes it difficult to negotiate with prospective partners. They should be concerned because without data and partnerships this is a long term hold for investors over $10 a share. They should be concerned because ten conferences we have attended have produced nothing new and the pps continues to drift. The question is, do we drift for another quarter or two, or three? We need momentum to drive the pps again and repeating the same data points over and over has little to no effect. The company has to show something other than expenses to motivate and attract new investors, and that is the name of the game. Waiting three to five years for a good return is probably not a high priority for new investors at ten bucks a pop. Seems pretty basic to me.

  • Reply to

    Email I just sent to INOVIO..has anyone alse??

    by garysnoop1 Dec 3, 2014 2:01 PM
    stillinshock stillinshock Dec 3, 2014 2:41 PM Flag

    I've already done that and haven't heard anything yet. I asked about the year in general and the performance of the company not being reflected in the pps. I also mentioned the RS and the shelf and the lack of content in the Roche departure from 5150. I also mentioned that my group was disappointed in the fact that partnerships are key to INO and other small bio's and understood from Dr. Kim's presentations that we could expect additional partners by the end of this year and we in fact lost half of a great partnership. Our concerns at this time are with expenses going forward and the loss of the 5150 side, and the loss of momentum and interest in INO from last February. Perhaps I asked too much to expect a response as we covered a large area and I'm sure they are busy with other business.

    My own opinion is that the P2 results have kept big pharma from closing any deal with Dr. Kim and that they are willing to wait for better numbers. I also asked for one of our investors weather or not we could expect to hear anything on the unblended studies we started mid year as we think that would not only put a floor under us, but would have the possibility to propel us back to our yearly high around $16. The way we are reading this right now is that all the market sees with us is expenses, and without data the pps will continue to drift lower. Perhaps if you could consolidate this to just a few sentences they will respond to you.
    Good luck and keep us posted. Common sense here is severely lacking so I admire your posting this.

  • stillinshock by stillinshock Sep 25, 2014 10:56 AM Flag

    To show the world of Big Pharma what INO is capable of than a successful Ebola vaccine. Wow, just imagine how we will be viewed and courted if successful.

  • Reply to

    Feels like...

    by meetcamkool Sep 26, 2014 10:20 AM
    stillinshock stillinshock Sep 26, 2014 11:05 AM Flag

    Alec Tokman is keeping the stock down and has for the past ten years. Why doesn't anyone see that his management style has caused the distrust here in the market. No conspiracy, just poor management. If we're successful it will be because Sony realized the tech is the best and they can complete the development and supply the world with modules and lasers and be the go to company for laser projection. The only thing I credit Alex Tokman with is the fact that he kept this company going to get his paychecks regularly and kept the lights on when I thought we would of been long gone. I have been here a very long time and will stay to see the end of this movie and wish the longs good fortune as the shorts have had their day.

  • Reply to

    Large Distribution Centers

    by astockjoc Oct 7, 2014 9:35 AM
    stillinshock stillinshock Oct 7, 2014 12:00 PM Flag

    Well, Boeing today estimated air cargo to double over the next 20 years and I'm sure small packages are included in that estimate. Has to be a growing concern for all package delivery services, no?

  • stillinshock stillinshock Nov 2, 2014 9:48 AM Flag

    Very good analysis. The board has left shareholders very disappointed by their lack of support. We have almost totally borne the burden ourselves and need to change things at the top. I have not voted for any of the board with the exception of the IBM gal. The rest of the old guard can go tomorrow and I wouldn't care. Good post.

  • Reply to


    by visceraljunket1 Nov 14, 2014 4:21 PM
    stillinshock stillinshock Nov 14, 2014 4:51 PM Flag

    Investors hang on every word a CEO says in guidance. Many investors arrived here after hearing the Dwarfing comment, others on the Amgen etc. comments and after seeing Dr. Kim on TV claiming a cure for cancer. It is the new investors at $3.50 and $4 that have taken the hit this year so far, believing in the man and putting their faith in him. Earlier investors have big cushions and really don't care much one way or the other. When you see golden eggs and under $50 and know what you own, and in five years etc. they feel misled. Most of us are still retail and are looking for upside movement a lot sooner than what they are hearing on this board. I certainly can understand the sentiment I see on a daily basis here and will hold long for some time as I believe the science will never be held back. You gotta watch those words like low hanging fruit when talking about our trials as new investors think Dr. Kim is saying it is a slam dunk, and in pharma, it never is. Learning process for investors and now I think, management as well

  • stillinshock by stillinshock Nov 28, 2014 6:59 PM Flag

    As we enter the Holiday season the employees at Microvision wish each shareholder a very Merry Christmiss. This looks to be as big a Christmiss as all the others, keeping the tradition alive and well. About thirity days left to make it differet.

  • stillinshock stillinshock Oct 7, 2014 8:59 PM Flag

    Any one of them if it happens. I just want one product or contract and I don't care who it is with at this point.

  • stillinshock stillinshock Oct 13, 2014 3:55 PM Flag

    They're not doing a bad job, they are going to steal this company right out from under us.

  • Reply to

    quarter one conference call

    by omerjlxxo Oct 18, 2014 10:08 PM
    stillinshock stillinshock Oct 19, 2014 10:45 AM Flag

    Glad to see Tokman's still capable of pulling new money in here. I'm happy to see enthused investors. Brings back memories of my first encounters with MVIS. Heavily invested here, but simply waiting for the end to this movie. Long past the excited stage and not lingering on Tokman's words any more. Still optimistic on the science and tech so bang them drums guys and get some more investors in here.

  • stillinshock stillinshock Oct 20, 2014 10:24 AM Flag

    That's the key. Ebola will focus on the company and the pipeline will drive us forward big time. Just getting noticed will bring the big investors. Too much, too cheap, and ready to move.

  • Reply to

    Where's the BEEF ???

    by vantviva Nov 25, 2014 9:39 AM
    stillinshock stillinshock Nov 25, 2014 1:31 PM Flag

    I think the beef was in the IR conference by Sony last night. I read all I could and it seems to me that they stated they were looking for a 70% increase in their device and sensor business over the next two years. I can't see that kind of an increase without lasers and picop. They are not sold on their own smart phone business and are focused on supplying Apple and Samsung and the like and building that side of the business. I thought about all they said and feel that MVIS is going to be the juice to make that 70% increase doable. In fact, I think it is a conservative forecast if they handle the introduction right. JMHO

  • Reply to

    This drop came from retail investors

    by alexp1112 Nov 10, 2014 9:39 AM
    stillinshock stillinshock Nov 10, 2014 10:23 AM Flag

    Look, from a business side, Dr. Kim has disappointed this year. We have had two dilutions and although we have cash, we are launching trials this quarter that spell nothing but additional expense. He talks about multiple partnerships and until he lands one or two we are showing the large investors nothing but money flowing out. He said Dwarfing this year and the world expected results and increasing pps and we didn't get what the big guys were looking for. Isn't VGX3100 supposed to be the "low hanging fruit"? He seeded the market with those comments and expectations and now must produce or we will continue to struggle to find support. It's not really hard to understand the market reaction. Any good data or big partnership will change the landscape dramatically. You gotta walk the talk once and a while. I think big pharma is just waiting to see before they put their cash to work in INO. They are not taking Dr. Kims lab work as guaranteed.

  • stillinshock by stillinshock Oct 31, 2014 9:44 AM Flag

    As the pps drops in anticipation of Tokman speaking on Wednesday. With all that has been going on it is incredible that the pps sells off prior to what could be the best CC in the last ten years. Some credibility this management team has.

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