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TransMontaigne, Inc. (TMG) Message Board

suejenseth 30 posts  |  Last Activity: Nov 25, 2015 3:40 PM Member since: Sep 26, 1998
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  • suejenseth by suejenseth Nov 25, 2015 3:40 PM Flag

    Its probably a fools game to try and determine why stocks go up and down. Why today the day before thanksgiving we are up on strong volume. I cant find anything under compugen. So for the heck of it I did a search on immunotherapy, so this is as good a guess as any I figure.
    There is an article published today "Antibody-drug compounds and immunotherapy to treat breast cancer" its in science daily and picked up in a few other places. It is about certain advancement in ADC's. No companies just a Swiss study but if you read that and read our work with 15027 published by us on October 19 you can see some potential interest, at least I think so. Again why today we look good who knows? but this is a guess. Happy Thanksgiving to all and to all a good night.


  • Reply to

    Major holders

    by suejenseth Nov 17, 2015 12:07 PM
    suejenseth suejenseth Nov 19, 2015 10:12 AM Flag

    Banana, no question our institutional holding are extremely small especially when you consider outfits like blackrock are index related and therefore don't know much about us. However the numbers I gave were as of September 30, my guess is institutional ownership continuing to change, and it is for the better at least up to now.

    Pat as always good to hear from you.


  • Reply to

    how low can this go ?

    by joebo246 Oct 23, 2015 2:25 PM
    suejenseth suejenseth Nov 18, 2015 10:51 AM Flag

    Buy, you are correct he did a nice job for us. Be well

  • Reply to

    Why EVGN keeps on sinking?

    by oferc99 Nov 15, 2015 2:42 PM
    suejenseth suejenseth Nov 18, 2015 10:33 AM Flag

    Have not listened to call, but if I read the quarterly release correctly they are delaying the commercialization of the Castor project. That to me is a real disappointment. On the other hand, the balance sheet is strong, they have very good relations with excellent partners and if you subtract the cash from the capitalization the company is darn cheap. Issue is we have to wait a long time unless they decide to sell out to Monsanto.

  • suejenseth by suejenseth Nov 17, 2015 12:07 PM Flag

    I just looked at the latest, which is based on Sept 30.

    We were under pressure during the third quarter during that time both clearbridge and FMR sold out they were two of the bigger positions accounting for about 700k shares.
    However there was an interesting buyer Rock Springs Capital a venture capital firm which purchased 525k. Don't know if that is significant but they are now one of our biggest shareholders. Tough to get info on them but I think they invest in early stage biotech.
    Anyway a bit of info on a nice day.


  • Reply to

    Kiss of death🙂

    by suejenseth Nov 10, 2015 9:52 AM
    suejenseth suejenseth Nov 13, 2015 2:29 PM Flag

    SBH, I was glad to see Zacks downgraded us to hold today.
    I read the article you suggested and yes it strengthens our business case as well as perhaps MG's statement on takeover fears. I give props to MG for having the foresight years ago to move in a direction that supports the business model. Of course many of us are deservedly frustrated by the pace of becoming a sustained company (revenues). Let's see what happens over next couple of months.

    I put one of the paragraphs that I thought pertinent below:

    "Our new strategy embraces the trend towards more extensive open-innovation approaches between academia and industry in biomedical research," Michel Pairet, Boehringer's executive vice president of R&D, said in a statement. "... The new strategy will foster our external collaboration efforts by enabling us to be faster and more flexible. This is of essence for research beyond the borders of our current focus areas, where we explore emerging science, new indications and new technology to expand opportunities."

  • suejenseth by suejenseth Nov 10, 2015 9:52 AM Flag

    Zacks upgraded us from hold to buy, a contrarian indicator. This to shall pass, future looks bright.

  • Reply to

    Presentation of 15001 study results

    by bauersteven12 Nov 9, 2015 7:53 AM
    suejenseth suejenseth Nov 9, 2015 1:11 PM Flag

    Sky, your point is well taken. The information disclosed today was for RA bpartner with us ut if you go to the company website you get the information below. The diseases that may be helped are many and effect millions of folks, it is hard to believe with the endorsement of Prof McInnes that someone is not going to want to partner with us on 15001.

    In pre-clinical models of autoimmune diseases including multiple sclerosis, rheumatoid arthritis, type I diabetes and psoriasis, CGEN-15001 demonstrated pronounced and sustained therapeutic effect following a short period of treatment. Further animal model data indicate that the durable therapeutic response to CGEN-15001 treatment is potentially maintained via regulatory T cells (Tregs), a type of immune cells known to have critical roles in the maintenance of immune tolerance. In addition, CGEN-15001 was highly effective in preventing graft rejection in an animal model of bone marrow transplantation, suggesting that this drug candidate acts through an induction of immune tolerance.

  • suejenseth suejenseth Nov 8, 2015 11:21 AM Flag

    Cgen's 15001 presentation is later today. I wonder how it will be received and if we will get a press release on it tomorrow morning. My guess we will.

  • So far pretty darn upbeat. Loved the Bayer comments can't say they are excited unless Bayer agreed. Looking forward to call.

  • Reply to

    how low can this go ?

    by joebo246 Oct 23, 2015 2:25 PM
    suejenseth suejenseth Oct 29, 2015 5:16 PM Flag

    I believe you best to your family as well.


  • Reply to

    Conference Call Tuesday, November 3.

    by bauersteven12 Oct 27, 2015 5:26 PM
    suejenseth suejenseth Oct 28, 2015 11:20 AM Flag

    I believe we are due for an updated presentation on the website. Doubt anything earth shaking but worth taking a look.


  • Reply to

    how low can this go ?

    by joebo246 Oct 23, 2015 2:25 PM
    suejenseth suejenseth Oct 27, 2015 12:44 PM Flag

    OK, Buyandwin they have me in fear mode. You and I have owned mwe a very long time, gone through many ups and downs but I am getting to old for this. This is not good for my health. Anyway lets hope year from now prices have stabilized and we are on growth path.


  • suejenseth suejenseth Oct 22, 2015 9:48 AM Flag

    SBH, as always thanks for info.
    Though Drew said 2-3 years, four months ago, we will know how things are going way before that. As you know I search high and low for cgen related info. Anyway a new patent application was accepted and posted on US patent office website. The information is way beyond me, but I just though I would relate


    This invention relates to a novel target for production of immune and non-immune based therapeutics and for disease diagnosis. More particularly, the invention provides therapeutic antibodies against TMEM154 antigens, which are differentially expressed in cancer, and diagnostic and therapeutic usages, wherein the cancer is relates to multiple myeloma, including multiple myeloma precursor diseases. This invention further relates to extracellular domains of TMEM154 proteins and variants, and therapeutic usages thereof.

  • suejenseth by suejenseth Oct 19, 2015 10:07 AM Flag

    How announcements like todays will be greeted, it seemed pretty good to me as I read it, but again from a cynical point you can complain that it is more of the same. Anyway we have a number of irons in the fire, the stock is insanely cheap IF some of these pan out.


  • Reply to

    The Life Science Report

    by suejenseth Oct 15, 2015 10:24 AM
    suejenseth suejenseth Oct 15, 2015 10:29 AM Flag

    Rest of comments

    Compugen also recently began to ramp up spending on its own pipeline of clinical candidates, which we applaud. The real path to value is when a company owns the rights to its molecules. Compugen wants to prosecute its clinical candidates further, either taking them all the way to market or to advanced stages of clinical development before partnering them, so it can retain more value.

  • suejenseth by suejenseth Oct 15, 2015 10:24 AM Flag

    One of the guys who follows us is Mike King of JMP securities, he was recently interviewed by the Life Science Report. Below his comments.

    TLSR: Let's look at some of the companies you cover and how they have fared in the past two years. What makes them interesting for investors today?

    MK: Compugen Ltd. (CGEN:NASDAQ) is a very interesting company. It is an antibody-focused company with a computational biology platform that enables it to search for novel checkpoint inhibitors that are in a family similar to Merck & Co. Inc.'s (MRK:NYSE) Yervoy (ipilimumab). While checkpoint inhibitors are the primary focus, Compugen also is researching antibody drug conjugates to some of the novel targets identified through its computational platform.

    The company formed a world-class advisory board about a year ago, with some of the world's thought leaders in immuno-oncology. I've known this company for 15 years. Much of what Compugen does is very stealthy. I think it has some real capabilities and will be able to put forth some very interesting clinical candidates. We probably won't see any of those nominated until sometime in 2016. The market cap is under $300 million ($300M). Given that modest market cap, I think there's a lot of upside.

    TLSR: Compugen's 2014 revenues, 2015 year-to-date revenues and earnings per share are all down. What does that portend for the future of the company?

    MK: First of all, one should not concern oneself with revenue and earnings for these companies. That's not what drives them, except when the company is driven by partnerships.

    Specifically, the revenue and earnings comparatives have been tough because, in 2014, Compugen had some revenues coming in from a collaboration with Bayer AG (BAYRY:OTCMKTS; BAYN:XETRA), the German pharmaceutical company. Those have not recurred so far in 2015, and Compugen has not signed any new deals this year.

    "We are discovering target indications and mechanisms of action t

  • suejenseth by suejenseth Oct 15, 2015 8:04 AM Flag

    Take a look at five primes announced deal with Bristol if you want to know our potential and why we may be up today.

  • Reply to


    by azizabortnick Oct 7, 2015 6:25 PM
    suejenseth suejenseth Oct 9, 2015 10:03 AM Flag

    Aziz, a bit of head fake. It did look in the beginning of the week that we were getting some interest rising stock with rising volume. Now we have lowering stock price again. Nothing will happen here, nor should it until we get some outside commercial recognition. We all know it. The good thing is that this can not go on very much longer. Either something happens within next six months to a year or we will be put out of our misery. I am hopeful that it is much less then six months but I have nothing to base it on. Managements track record when it comes to this is not stellar.
    By the way stock price rose while Zacks had us as a sell, stock price fell when they moved us to a buy.
    On a bit of a positive note, if you check out events on the web site. An event has been added Oct 19 World ADC conference. I looked at brochure and we are not mentioned but it just may be we were a late addition.

    Good Luck,

  • Reply to

    Interesting article

    by suejenseth Oct 6, 2015 12:24 PM
    suejenseth suejenseth Oct 7, 2015 7:50 AM Flag

    What I also liked was that in addition to Ribas, one of the featured scientists was from Johns Hopkins. Don't want to make more of it then it is, but things will work out. Unfortunately it is taking a lot of time but we are getting closer.