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NuStar GP Holdings, LLC Message Board

suejenseth 46 posts  |  Last Activity: Jan 23, 2015 4:00 PM Member since: Sep 26, 1998
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  • Reply to

    A quiz

    by sbh3117 Jan 23, 2015 10:07 AM
    suejenseth suejenseth Jan 23, 2015 4:00 PM Flag

    In the past I would try and pick you up, but now I think you
    Have told it correctly. It appears that our discoveries need
    A lot of preclinical work. We may still have a great winner I
    Am just not convinced I have to own it now. In spite
    Of sbh comments the stock price has not been great
    Considering the area we are in

  • Reply to

    A quiz

    by sbh3117 Jan 23, 2015 10:07 AM
    suejenseth suejenseth Jan 23, 2015 2:42 PM Flag

    It is about 2:30 as I write this we are selling off on about 40k shares, that's pretty light volume not signifying much of anything except there are few buyers today. In a couple of weeks we will get our goals for the year. I don't mind saying that I am concerned how they are presented. I could see a short to medium term knockdown if things are presented too far out and quite frankly have no desire for another great buying opportunity.
    Dlp, I thought your comments on picking time frames are right on target. What has been truly disappointing to me and I suspect others is though it has been 18 months since our first deal we have had no others. Though it has been 18 months since Bayer licensed our stuff it is not in clinicals yet, let alone anything else.
    Don't get me wrong from an early discovery point the company appears to be doing very well, the Johns Hopkins deal is great and WILL pay off I believe. Why we have such a problem commercializing I don't understand and expect it to change. Just have to wait it out and hope we can prove that there is more then pd-1 when it comes to immunotherapy. When (if) we do that the stock will move dramatically very quickly.
    Anyway have a nice weekend, hopefully better days ahead, may be Monday.

  • Reply to

    So easily manipulated!!

    by gilliesman2002 Jan 22, 2015 9:58 AM
    suejenseth suejenseth Jan 22, 2015 11:58 AM Flag

    Gilli, I kind of agree with you. Volumes have not been high there is really no significance to the current ups and downs. Stock prices are effected by so many things. I think it is a fools errand by both the pro and anti cgen folks to believe there is a price we cannot drift lower to or higher to.
    There is a forbes article I believe called the lone biotech bear. I suggest it read gives a bit of a different take on biotech stocks like ours. I know you can find it on yahoo if you look under the Juno symbol.
    Also noticed we have another event posted. It is the keystone symposium, you may have to google it as the link does not work. Kind of event I like to see, though it will not make the stock price rise or fall it does give a sense of the value of the science when looking at other speakers and attendees.
    Maybe better days ahead, if we can get something in clinicals or get a deal done. I continue to bet on it.

  • Reply to

    Neviah Genomics press release

    by sbh3117 Jan 12, 2015 8:58 AM
    suejenseth suejenseth Jan 13, 2015 10:55 AM Flag

    Took another look at press release, I may be nit picking but the release was not a Compugen release but a Neviah release. This probably accounts for the different venues then we are used to. I think it was an important release as a continuing confirmation of our science but probably not so important regarding our focus on immunotherapy hence no SEC filing. Also we mention that we are going to financially invest. My guess is that it is not overly material again no SEC filing needed.
    I see Bristol has been partnering with everybody regarding their pd-1 drugs. We are not pd-1. We use same consultants though. Our time is coming. I hope we are developing a strong short position. It will be fuel when deal is announced, the general reaction to immunotherapy deals right now is very strong.

  • Reply to

    Neviah Genomics press release

    by sbh3117 Jan 12, 2015 8:58 AM
    suejenseth suejenseth Jan 12, 2015 9:36 AM Flag

    First devil of a time finding this, has not come over wire under their name yet. Second to me Terrific, commercially available in 2016. Maybe this will be our year. It shows the diversity of platform. Congratulations to our scientists. Eventually we will get proper valuation.

  • suejenseth suejenseth Jan 9, 2015 10:00 AM Flag

    Nice post thank you. Once we demonstrate(through clinicals) that there is more then PD-1 out there we will be off to the races. Noticed company attending JPM conference next week. Not a big deal but would be a nice venue for a positive announcement.

  • Reply to

    Value

    by suejenseth Nov 25, 2014 10:42 AM
    suejenseth suejenseth Jan 8, 2015 11:37 AM Flag

    Bio, in truth I don't think there are any. As you say, 2016. Could be nice with castor seeds but rest of pipeline several years away from marketability. I have no idea how their milestone payments work. In general it seems pretty cheap. The old take out the cash and you have 150 mil company with a lot of key partners. I did not go back to look at Monsanto deal but there is a buy back with a higher price if evgn wants to. Downside seems fairly low here but who knows. I think maybe investing at end of year maybe worth while. I already have a position but no need to expand it.

  • Reply to

    several deals announced today

    by suejenseth Jan 5, 2015 1:05 PM
    suejenseth suejenseth Jan 5, 2015 4:07 PM Flag

    Mantel, kite uses different approach, but the deal on the face of it is not that much different then Bayer.
    SBH, agree congratulations to our scientists. As Anat said we now have two different sets of products, those that stimulate the immune system to let our bodies destroy the cancer, and those that let us target cancer cells for destruction with mabs. For a little company our early discoveries are very impressive.
    It is the beginning of the year so let me dream a little. I do not expect that with in a year we will have a valuation of 2.5 bil. It could happen if the market felt that the potential of the discovery engine was such that cgen was really looked at as a unique supplier of drug candidates and we got a lot of press. But I do not expect that to happen.
    However, lets say Bayer felt good enough about one of the molecules to put it in clinicals and then let us say we got a really big deal with a major or perhaps a couple of mediums with a couple of majors. Now let say European Merck had something positive to say about our deal with them, add to that our own clinical trials. The stock could be pushed up quite a bit. Of course that does not account of any new discoveries we may make. This is all in the realm of possibility. Now I thought some of this would happen last year and it did not and I was disappointed. I like to think we have a better chance this year. We will see. I believe there is a big deal brewing. But it may just be me being me ever hopeful. Happy new year to you and yours.

  • If you have not noticed take a look at KITE did a deal with Amgen on immunotherapy drugs. Up big, Kite has a valuation of 2.5 Billion. Ours is one fifth of that.
    ISIS who someone on the board was talking about awhile back did a deal with J&J value to their stock price 500 mil.
    Our time will come. We are years a way from ISIS but I am not sure we are years away from KITE. Just my opinion.

  • suejenseth by suejenseth Jan 2, 2015 4:06 PM Flag

    Everyday I do a google search on Compugen to see if there is any new piece of information that might be helpful. So occasionally I may post a conference that is coming before the company announces it. Or might find an article that someone on our scientific committee might have been involved.
    Today I happen to notice that Antoni Rabisi ( might be spelling incorrectly) was mentioned as coauthor on an article in Lancet. These guys always have to give there affiliations (who they are consulting for etc). I happen to notice that he wrote down that he is a stockholder. I don't know if we gave him the stock or he purchased on the open market. Here are his affiliations
    Astellas, Genentech-Roche, GlaxoSmithKline, Merck, Novartis, Pierre Fabre with honoraria deposited into a UCLA account, and Stock ownership in Compugen,. If he purchased the stock, now that is a bullish sign. If we gave him the stock well that's smart on our managements part but not overly bullish. The only other time I happen to notice him mention a stockholding was KITE.
    Just a piece of information.

  • Reply to

    S-8 Form

    by toxlcdumper1 Jan 1, 2015 7:58 PM
    suejenseth suejenseth Jan 2, 2015 10:27 AM Flag

    They registered but I don't believe that means they have distributed. They can make as much as they like as long as stockholders go along for ride.
    Blrx has a number of speaking presentations coming up and has a very nice deck to show off. Under $2 this is a pretty good investment. I view the Novartis deal as decent based on blrx size and needs. To me the celiac drug is a Hail Mary, but others are not bad. Only one has to work out for us to get a very nice return on our investment. New Year, positive year.

  • As we approach the new year above is another article for your pleasure I found on Yahoo. Lists a number of 300% gainers. We can be there. But we have got to move commercially. Yes AZIZ you are right if we don't make it happen this year we will be beside ourselves. But we have the goods to make this happen the question is do we have the real goods.

  • Interesting Forbes article with above title. BMY and MRK drugs keytruda and optivo win the prize. They are their new immunotherapy drugs. Not new stuff but worth the read.
    I love the Johns Hopkins deal kind of gives a seal of approval on our science, though it still does not guarantee that we ultimately will be successful. Only clinical trials will prove that. Which brings me to one of my 2015 concerns. It appears our science so far has been outstanding, but every article says early stage. I wonder will we get to a clinical trial in 2015. If we should be so lucky as to get some good results in a stage 1/2 trial...well...but we got to be in it to win it. We will have a better idea in a month.

    Should I forget to all those friend and foe alike have a Happy and Healthy 2015.

  • Reply to

    Here we are....

    by bonds2stocks Dec 18, 2014 11:33 PM
    suejenseth suejenseth Dec 19, 2014 11:03 AM Flag

    Gilli, was wondering about that myself but the stock is not trading like that. Will be interesting to see,

  • Reply to

    NVS

    by gizmo_puppy95 Dec 17, 2014 11:08 AM
    suejenseth suejenseth Dec 18, 2014 12:09 PM Flag

    Market does not make a lot of sense sometimes, but some decent news flow and it will all work out. We are around year end so hard to figure, may have some continued tax loss selling. Not saying we should be flying here but again if you look at enterprise value we should be getting a bit more love.

  • suejenseth suejenseth Dec 18, 2014 9:02 AM Flag

    I like the announcement. We want to move our discoveries as quickly as possible. We don't have the band width to do it all ourselves. They are worth a heck of a lot more if we sell them with more science behind them. Looks good to me.

  • suejenseth suejenseth Dec 16, 2014 10:34 AM Flag

    I don't think this was a great deal, on the other hand the company had to raise money. Two bucks is pretty poor but the alternative was much worse. They had very little leverage so under those circumstances they did ok. If their pipeline works out then the stock will be higher if it does not we will drift lower to oblivion. So let's see what happens. I think and hope it will work out during next year. But all things considered we are not getting a lot of love.

  • Reply to

    New Trials

    by biomed1234 Dec 8, 2014 11:20 PM
    suejenseth suejenseth Dec 16, 2014 8:06 AM Flag

    You read my mind, I don't know if I like this deal yet will have to hear details. Don't get me wrong there may be a lot to like and it is certainly is an attention grabber. The stock was way undervalued and the folks needed money. Kineret deserves recognition for pulling off.

    I thought this is what we might have seen with Cgen as well and may still see but the price paid will be many multiples of this.

  • Reply to

    milestones according to Mike King

    by azizabortnick Dec 7, 2014 7:51 AM
    suejenseth suejenseth Dec 10, 2014 11:58 AM Flag

    we are not in that league yet. I am not smart enough to be able to interpret the differences between methodologies, I believe juno will go out with a valuation of 1.4bil and kite has a valuation of 2bil we can be there but we have to show progress in the clinic. I don't want to underestimate the difficulty in doing that. When dealing with immune systems you can really screw a patient up. But we have got to get in there and find out if our discoveries are worthwhile. Hopefully Aziz is right and this is the year. Immunotherapy is hot hot hot right now.

  • Reply to

    New Trials

    by biomed1234 Dec 8, 2014 11:20 PM
    suejenseth suejenseth Dec 9, 2014 8:37 PM Flag

    Biomed, I owe you an answer on another board but I have to do some homework first. Regarding blrx to me one of their biggest issues is that they are underfunded. It sounds nice to say they have 2 years worth of cash but they are going to have to raise money again next year. Management can't wait until the last minute to make sure they are funded. Maybe I am wrong but that's how I feel. I have been told the CEO is good. She comes from Compugen so you know she is smart don't know about her business sense though. I am here with you.
    Peace

NSH
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