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Celgene Corporation Message Board

valueinvestor411 138 posts  |  Last Activity: Aug 1, 2015 3:02 PM Member since: Oct 22, 2009
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  • Reply to

    After hours???

    by twochiefdukee Aug 1, 2015 12:57 AM
    valueinvestor411 valueinvestor411 Aug 1, 2015 3:02 PM Flag

    guessing it was a rebalancing trade of some kind. I own another small cap who has a trade at exact same time for a price that goes out to 4 decimal places. Obviously not meaningful

    Sentiment: Buy

  • valueinvestor411 by valueinvestor411 Aug 1, 2015 11:57 AM Flag

    The DMRC story still pretty unknown, so love it when Bruce is out making in person presentations. 3 formal investor settings in the next 5+ weeks.

    As time moves forward, there's more anecdotal and public information available to share, making the presentations and one on one dialog all the more persuasive.

    Packaging as a Portal to the Digital World
    Dates: 04 – 04 Aug, 2015

    Needham Interconnect Conference
    New York City | Dates: 04 – 05 Aug, 2015

    IOT: Shopping Event 2015
    New York City | Dates: 06 – 06 Aug, 2015

    35th Annual Canaccord Genuity Growth Conference
    August 12, 2015

  • Reply to

    After hours???

    by twochiefdukee Aug 1, 2015 12:57 AM
    valueinvestor411 valueinvestor411 Aug 1, 2015 11:52 AM Flag

    17:36 - 38.4473 - 400 shares

    source nasdaq dot com

    Sentiment: Buy

  • Reply to

    225,000 shares after hours at $36.00

    by ou71764 Jul 30, 2015 11:03 PM
    valueinvestor411 valueinvestor411 Jul 31, 2015 12:35 AM Flag

    I did notice the after hours bid was 1k @37. There were no sellers into that bid.

    Sentiment: Strong Buy

  • Reply to

    225,000 shares after hours at $36.00

    by ou71764 Jul 30, 2015 11:03 PM
    valueinvestor411 valueinvestor411 Jul 30, 2015 11:47 PM Flag

    see the volume....!!!! thread

    i agree with folks who believe ATM and may not know that for sure until next quarterly report. As the 225k shares is less than a 3 percent stake. Less than 5 needed to trigger SEC filing.

    Its also possible that the company discloses the ATM at an upcoming investor conference. Seems conceivable the question will come up.

    I also believe if it is an ATM purchase, that its bullish. The cash burn last quarter was $3M, up from the prior quarter... I believe, like others, that things are going faster and better than expected so the spend ramp foretells good things to come.

    glta

    value

    Sentiment: Strong Buy

  • valueinvestor411 by valueinvestor411 Jul 29, 2015 11:39 PM Flag

    Interesting position regarding close. The lowest pps since the days following Instagram post is 36.50. not counting the day it ran from 32s to 37.

    Since then we've heard an update from Bruce stating that a 3rd retailer is poised to start POC testing and 3 CPG's are also doing or poised to do their own POC testing.

    Bruce stated he's pressing on the gas a bit (expenses ramping) because of how well things are going.

    Will continue to add on any further weakness... Believing that any day/week/month more will come into public view.

    glta

    value

    Sentiment: Buy

  • valueinvestor411 valueinvestor411 Jul 29, 2015 5:19 PM Flag

    and fwiw - i have been buying back my trading shares as well...

    pretty much done with the last round.

    I didn't buy all mine back from the first pop... so still will add back on further weakness.

    Sentiment: Buy

  • Meyer Joel exercised options granted in 2010 (5k options). Looks like they had about 55k prior.

    Options expire in 2018, so liquidating 10% of options that expire in 3 years.

    Seems very minor.

    glta

    value

    Sentiment: Buy

  • valueinvestor411 valueinvestor411 Jul 26, 2015 8:51 PM Flag

    yes! mw, and galveston, and jk, and due, and the professor and MaryAnn... here on Spiro's Island.

  • valueinvestor411 valueinvestor411 Jul 26, 2015 2:45 PM Flag

    winston! jantham! woodman! ice! all we need is l2l and the reunion will be complete!

  • valueinvestor411 valueinvestor411 Jul 26, 2015 12:09 AM Flag

    woodman:

    I see countless lawsuits when a equity loses value quickly. They are 99 percent ambulance chaser lawsuits. Investing in the market is risky. Investing in SNSS and CYCC is pretty much gambling. Suing SNSS because the fda rejected their attempt to get their data reviewed after it failed to reach statistical significance - all very public info... is typical of the ambulance chaser mentality.

    I agree with jantham. CYCC did not garner any interest into the futility read out. No pop, in fact many speculated Spiros was tapping the Aspire ATM which may have muted any potential rallies

    Finally, what were your thoughts on the presentation Spiro did post futility failure? I do actually think it is close to misleading. Implying futility only eliminated the possibility of inferiority grossly overlooks the whole rationale for the futility process. And taking the DSMB's words and making them sound like they offered a positive endorsement. What i heard was the DSMB said don't discontinue patients just because of the study crossing the futility threshhold. I view the recommendation in the way a patient would... as long as I'm responding to the treatment I'm on (either arm of the study), i'll keep trying... if i'm no longer responding, i will do what's best for me. DSMB cares about patients first/foremost. Because no safety concerns with the experimental arm, that recommendation makes complete sense. I see it as a neutral statement focused on patients benefit...

    glta

    value

  • Highlighting quotes from call... quotes taken from the SA transcript

    Key elements to call were the #2, #3 retailers status and 3 CPGs' engagement info.

    Two items that i thought worth highlighting...

    Item #1 -- "Retail solutions supplier SAM Group joined our partner program during the quarter and has already participated in numerous meetings with prospective customers."

    Not surprising, but nice to see the call out. My guess when i saw SAM's customers and the announcement was that SAM came to DMRC with leads in hand. Deal's like that get inked when there is clear path to mutual benefit. This shows traction and leverage in the selling model they are developing.

    Item #2 -- my fave -- "Yeah. We had a couple of publicly disclosed positive events in the quarter. Things are going very well in terms of execution of strategy, and I feel that we can justify the higher rate of investment. And in fact, doing so will improve both the timeliness and the odds of success. And so it’s a little bit of pedal to the metal here. Not to slam it all the way down, but I do feel like we can afford to invest more and that it’s a wise investment."

    If there's anything we've seen , its prudence in spend. Thought this reply was perfect in elaborating on the company's confidence based on successful execution so far. We had posts discussing it. Seeing a ramp in expenses is bullish. This answer nailed that.

    glta

    value

    Sentiment: Buy

  • valueinvestor411 valueinvestor411 Jul 25, 2015 6:40 PM Flag

    hi woodman:

    which game is CYCC in that SNSS is no longer in? Last I recall, SNSS failed in top line read out of their P3. CYCC rec'd a negative futility result. Understanding Spiros is fine with spending a few extra million to see it through, I don't think the odds are very good. SNSS is going to try with EMA. CYCC will be fortunate to be able to request such conversations with regulatory agencies following top line read out.

  • valueinvestor411 valueinvestor411 Jul 25, 2015 2:49 PM Flag

    ice: I think jantham summed it up when one looks back at the 18 year legacy.

    Spiros classic statement of they said we would never do it in the context of a failed futility sums it up. In the face of failure he was patting himself on the back for a job well done even going so far as to imply the futility only eliminated the possibility that the experimental arm of the study was inferior. Almost dismissing the fact that the futility boundary crossing was designed to identify that the study has a high likelihood of failure.

  • valueinvestor411 valueinvestor411 Jul 25, 2015 12:15 PM Flag

    his current contract runs through jan 1 2017. If board composition doesn't change, he'll likely get an extension. If new shareholders from Cayman islands want him out they'll need to get moving on board seats and influence.

  • valueinvestor411 valueinvestor411 Jul 24, 2015 10:58 PM Flag

    i agree with jantham. He has less going on with more cash than any time in recent history.

    After SEAMLESS reads out, what will be the expenses?

    He's got an ATM in place, ready to sell to any sucker not doing enough DD on any shred of mediocre news.

    I'd put the over / under at 10 years.

  • valueinvestor411 valueinvestor411 Jul 24, 2015 9:48 AM Flag

    good answer, time

  • valueinvestor411 valueinvestor411 Jul 24, 2015 9:03 AM Flag

    so what is your opinion? my opinion is they file for 6 month extension and promise to reverse split in the 2nd half of 2015 if pps stays below $1.

    What is YOUR opinion?

    thx

  • Reply to

    FYI--Aug.3rd...

    by timeforacrash Jul 23, 2015 1:25 PM
    valueinvestor411 valueinvestor411 Jul 23, 2015 6:27 PM Flag

    I haven't followed closely. Usually you will see an authorization for a reverse split in a filing. I would assert the extension will come close to August 3.

    At which time they will agree to reverse split if the pps stays below $1 in 2nd half 2015.

    Why would they NOT file for an extension, timeforacrash?

  • Reply to

    Double edged sword?

    by elcaudillo1975 Jul 22, 2015 5:50 PM
    valueinvestor411 valueinvestor411 Jul 22, 2015 6:47 PM Flag

    I think you are jumping many years into the future in terms of every day purchases. Yes, we are shifting towards online retail but bricks/mortar NOT going away any time soon.

    What you described happens already at best buy (electronics show room).

    And I think large retailers are taking fight to amazon.

    DMRC sits in sweet spot IMO.

    glta

    value

    Sentiment: Buy

CELG
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