for a correction from Jim Cramer. In my email I included link to Nov 7th financing deal with PDL Bio Pharma. We must get correction from Jim on National TV.
That was an encouraging article FOTD. BTW thanks for the tip on HALO. I actually bought a boatload of it and its doing very nicely. THX!
Lets demand a correction/retraction from Cramer on the financing!!! Man the phones and stay on hold as long as it takes to get through to Mad Money!!!!
Ps I am a buyer on any dips...at these levels
Sentiment: Strong Buy
Its my second largest position and I have a slug of it...IMHO it is not too late to buy. I think you can officially call Zerenex a blockbuster after todays results, and usually right after stellar P2 results its a great time to buy. Good confirmation on the volume today as well with over 6 times normal v. FWIW
Holy Moly, a 2fer mon yanna!!
Yes I'm in KERX, and DRTX, TTPH, HALO, RMTI, and ACRX. Out of all currently I like ONVO the most for raw upside potential, but everyone of those will do well imo.
I'm putting another block into my IRA and I don't even feel like I have to watch it because this technology is soooo revolutionary. ONVO owns this niche, and my what a niche to own! Frankly the possibilities are so plentiful its incredilble.
Definitely going to be interesting when we we crack $8 this week :) I've had a great year and been in many winners, but this could easily be my biggest gainer yet this year...and running up for years to come. ONVO , in my opinion buy it, hold it, become rich.
Sentiment: Strong Buy
Add $6 bucks to those projections for year end at least. I'll make you a gentlemen's bet that we are over $17 by years end. Heres why; our market cap is still less than a billion and Zerenex now appears to be a slam dunk for a billion dollars a year in sales. AT THE VERY MINIMUM KERX should be trading at 2X sales, hence the upgrades to $20 and $24 dollars a share last week. And those, I might add, may turn out out to be quite conservative. All IMO/GLTA
I remember you, glad to see your still around. As I type I'm watching your Trojans battle the altar boys...lol
Fight On for ol' SC
Our men Fight On to victory.
Our Alma Mater dear,
looks up to you
Fight On and win
For ol' SC
Fight On to victory
Hey FOTD. Dang it! I keep for getting to put the reading glasses on so with a quick glance I thought it was you as it had all your hallmarks; well written, edgy, and humorous.
HALO is new to me and I haven't had chance to buy a big position-- YET, more of a placeholder .
BTW I hope Rick didn't get hurt too bad on ARIA. Thats the biggest shellacking I've ever seen. I rode that one up with Rick although he got in 2-3 bucks under me. Once it hit the $20's I started selling and thank God didn't have any recently.
Yes we own a lot of the same stuff. I like KERX, HALO, RMTI, and of course DRTX -TTPH.
Best to you,
Big holding for me and some very positive news today.
Check it out.....
BTW I've built a pretty nice position in both DRTX and TTPH. In them both for the long haul.
Sentiment: Strong Buy
Repost from the learned FOTD:
I like both companies and I think Jefferies likes DRTX just fine. Initiating with a hold gives their clients a chance to get in before the upgrade. IMO, look for it before the end of the year.
A brief summary of my main thoughts on these companies: IMO, both stocks are very thinly traded and will have a lot of volatility. That said, holding long term carries little risk with either. I think the downside is minimal. They have good cash and good drugs. Not sure about management.
DRTX is the better short term play for obvious reasons. Lots of catalysts next 12 mos. Hope and pray they don't try to market their drug on their own. I think approval is a slam dunk but the risk is that their game of chicken with big pharma ends with having to hire a team to sell the drug. That will delay any good return but should not endanger the long term as the drug has a definite niche. I would personally prescribe/administer it at least once per week. Market cap is pretty big already with DRTX. The Trius drug should be a better one and the company was a little more deep. If Trius was worth 700 million, then I'd put the b/o here at 350-500. So, while downside is limited, I believe upside is too.
TTPH has seen a recent bump, I believe, because when insider stock became unrestricted last week there was no selling. That company has a real research arm and unique technology in the tetracycline structure that could ultimately spin off a number of good antibiotics. Their market cap is less than DRTX and it looks like the insiders are going to hold on for the long haul. There will be fewer catalysts over the next 1-2 years but I see more upside over 4-5 years than with DRTX. But, you never know when a big guy might take them out.
I looked over INO and think the technology is good. I just don't know when they can expect to make any money. Without that insight, I will stay on the sidelines. Thanks
My bad, the breakout area is around $10.65. Liked the the strength today-- apparently folks know what they own and are confident in the future.
Never is a long time and if we see failures in both trials for PBT2 there won't be a magical floor holding PRAN up imo. On the contrary I would think it definitely goes under a buck until some additional human results for PBT34 are learned. That said if the floor is less than one the upside is almost unlimited imo should either indication pan out. Could easily trade up tp $25-30 or more on HD alone. As boring as this stock has been since the trial delay was announced the next several won't be.