Nice call. If you think fact that institutions which have performance benchmarked to indexes must buy is "meaningless", you are most certainly clueless.
Boucher-Cut it out. You have proven your self to be a liar and a fraud. You have shown no knowledge of TA. You scrub all your incorrect posts and blatantly lie and say that Yahoo is doing it bc of all the thumbs downs (they don't do that). Your are a fraud, phony, a liar, and clearly not very bright. You are not fooling anybody. My guess is that you have lost quite a bit on $$ trading NVAX, and you are primed to lose a lot more. Oh...and i remember back when you started posting and characterized yourself as a completely green and naive investor (which you are) who was pleading for advice and help. That persona was humorous. Your current one is not.
good point very short window to get out before data. Can someone remind me of the order we expect various trial results and the earliest projections for readouts of any of the various pivotal trial results?
Agree (except for the guarantee) although by EOY if all as set forth by Wily is successful (and I think it will) then I think we could be at $25. I realize that is a 7 or 8B MC, but I think at that point we are totally de-risked and at a point ripe for a 25% to %50 takeout above that price.
IMO the most likely explanation is NOTHING has changed (other than Modi doneselling). The only thing that has changed is that each day we get closer to clinical data results. The 3rd QTR is just DAYS away. Or maybe I am just projecting my own confidence in the results. I can't remember having this type of heavy $$$ on something and not sweating more about the pending data. Have not even for a second considered selling in a run up to the data either. Very comfortable seeing it through. I think smart money feels the same way.
Wow have a headache from all that focusing. It worked though Rez. OK gonna concentrate on $12 now umizoomie.
Sentiment: Strong Buy
Thanks Zoom. I'm going to focus really really hard on $11 and see what happens. Hope it helps. (-;
Sentiment: Strong Buy
Yeah the guy needed the $$ for something else and since he was doing he same thing under $5 everyone knew/knows that the selling had no implications in terms of negative insider knowledge. However Modi constituted the supply that was meeting the buying demand. Now the surplus supply is gone and the demand remains, which is why I think we are in for a day or two more like yesterday VERY soon.
Not sure I follow you. The merger was because of the synergy between Oncore's and TKMR's HBV assets. TKMR's technology, including for HBV, is of course RNAi based. Ebola had nothing to do with anything. TKM-HBV and the viral suppressor you mentioned (cyclophilin) are now TKMRs 2 lead products. They each brought 1 of the top 2 to the table.
My point makes perfect sense, no matter how many shorts give it the thumbs down. You are talking about people with a deadly disease and medicine has not found a way via any particular pill or injection to boost one's immune system so as to cure the disease after a certain point in time. This is a simple fact. Your counter point to this fact is to say that therefore science/medicine (or is it just TKMR?) is incapable of curing a completely different disease. Sorry but that is plain stupid. TKME was effective when administered within 48 hours...that we know with 100% certainty (which btw strongly supports the RNAi and delivery system).. It won't work on monkeys after that point, and won't work on humans either. So what? Are there any other as yet incurable diseases that TKMR has not solved that also leave you to the ridiculous conclusion that therefore they cannot solve HBV?
That's silly. TKMR doesn't need to solve a disease that no pharma in the world can solve in order for their RNAi to work. I would bet a lot of beans that if you conducted the ebola study on humans in the same way you did for non-human primates, you would have the same (100% cure rate) results. You just can't infect humans like gunie pigs and dose within 48 hours. Its the nature of ebola that prevents the human cure, and it says nothing about the RNAi technology or delivery system. Ebola has IMO been nothing but an overhang for this stock, causing manipulation by traders that know nothing about the company. Now real investors come in to hold the stock and it goes up up up. We all forget that tutes oversubscribed for I think it was a 5M share offering at $20.25 just a few months ago. I added heavily on Friday at bargain prices.
No chance. But the value in TKMR is HBV, not EBV, so this is no big deal. I would attribute 2% of the MC value of TKMR to ebola. I also don't think it reflects on the delivery system at all. The drug clearly worked in other primates. It's probably just too late from the time of contracting the disease to work in humans. Big difference when you infect and then medicate within 48 hours. Buying opportunity for sure...
Sentiment: Strong Buy
I like the Merck rumor.. I have no source other than seeing it on twitter,,,.and from what I read Merck doesn't even really need a tax inversion, so they recognize ALKS has the real deal if in fact they make a play to acquire. Interesting to see if rumors heat up...
Thanks Jack. My intent WAS to look at it on a market cap basis. I intended to recognize that the equivalent of today's market cap equates to 8 times the current MC before the 1 for 8 reverse. If you look at the chart the equivalent is i believe $65/share today to get to the MC that was there in 2013. As Tlcjam pointed out, my numbers could be off bc I did not account for some additional dilution, so i will take his word that the adjusted high is about $50/share, which reps a prior MC of what was$50/8 or still 6 times the current cap. The point as reiterated by tlcjam is that it is arguably true that ANTH trading at say $8 today is more promising than it was when it was trading at the equivalent of $50 or so a few years ago. Thanks to jack and tlcjam for their input.
To give an idea of how much room this has to run, consider that absent the fairly recent 1 for 8 reverse split, this would still be trading under a dollar...OR consider that at current share level the high of ANTH is the equivalent of $68, more than 8X the current market cap. Then ask yourself...with 2 promising interim looks at PH3 studies for blisbimod, and a PH3 for Sollpura on the way, were the prospects of this company so much better for $ANTH then than they are now?