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SodaStream International Ltd. (SODA) Message Board

videofunder 26 posts  |  Last Activity: Jan 28, 2015 6:28 PM Member since: Apr 17, 2012
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  • Reply to

    Knowledge

    by redharlem50 Jan 28, 2015 4:49 PM
    videofunder videofunder Jan 28, 2015 6:28 PM Flag

    Unfortunately, this judge has very little knowledge of computer programming, and has limited experience with Markman hearings as well. That is why she is taking so long. With that said, this hearing is only to interpret the language of the patents, not if they are valid. So that is a good thing. This will move on to a trial no matter what, we are just waiting to her clarification on the verbage that will be used in trial.

  • Reply to

    Ruling is Nigh

    by jjcook1951 Jan 21, 2015 1:00 PM
    videofunder videofunder Jan 21, 2015 4:04 PM Flag

    This is not a sell on news event...there has been NO run-up! If this was at a dollar before the announcement I would say possibly a sell on news event, but with a favorable ruling, this is at least a 100 million dollar company which puts share price at $1.oo. And that's just the beginning...if all goes well, and a settlement occurs and they go after other infringers...this stock could be 5-10 in a year...!!!

  • Reply to

    idle hands ?

    by azparaguy Dec 19, 2014 2:31 PM
    videofunder videofunder Dec 19, 2014 5:23 PM Flag

    agreed. Lets hope that means it will really run when we get the good news...and a trial should happen by mid summer at the latest...and possibly a settlement...this stock could be two dollars in a blink...

    Sentiment: Strong Buy

  • While the Conf Call was boring, a rehash of info, and largely scripted...did anyone else catch when Punit said "We cannot discuss our relationship with Merck." Don't be fooled to think that Merck is simply supplying a pricey drug for no expense without getting ready to reap huge benefits. Of course they negotiated a deal with ONCS that if the results are positive they will fund other studies, supply ONCS with much needed capital, have the first rights to lease the immunopulse technology, and best of all...I am sure they have negotiated a very large buyout offer if all goes well. Once positive results are released with Merck, this is a mult-billion dollar company...see you all at 10pps or higher next year!!!

    Sentiment: Strong Buy

  • Sure - we are all disappointed in how the stock reacted to the steady flow of GREAT news, but with that said...we are still on the cusp of something HUGE. We will all look back in 9 months after the positive results with Merck and a stock price near 5 dollars and wonder why we were so worried. This is a great opportunity and I would prefer to buy low and sell high...and not miss this great chance!

    Sentiment: Strong Buy

  • Data looked good, wording of the press release not so good...what are your insights...

    Sentiment: Strong Buy

  • Reply to

    Dont expect a new idication with a Partner....

    by videofunder Dec 3, 2014 9:21 PM
    videofunder videofunder Dec 3, 2014 10:51 PM Flag

    great post Sal. I certainly hope they go straight to the combo therapy, but I just think they may have to prove other indications as a monotherapy first. Time will tell. Either way, we are on the right track and soon enough we will be revolutionizing the industry. All good news to come...

    Sentiment: Strong Buy

  • They have already announced 3 huge collaborations...including Merck. They will announce a new indication, I am hoping it is breast, but another partner would be unrealistic for this study. First they have to see if their device works on the new indication as well as it does for Melanoma in a Phase 1, then Phase 2 will probably involve Merck. Lets not build unrealistic hopes for more and more partners that are not coming, that will only lead to a let down...lets just be happy with all the awesome progress they have made so far!

    Sentiment: Strong Buy

  • Reply to

    The judge's 60 days are up today.

    by wane63601 Dec 3, 2014 10:51 AM
    videofunder videofunder Dec 3, 2014 1:46 PM Flag

    There is no 60 day rule...she can take as long as she wants...we are just expecting it in 60 days based on company comments

  • Reply to

    When the Merck Trial goes well - ...

    by videofunder Dec 2, 2014 3:05 PM
    videofunder videofunder Dec 2, 2014 3:13 PM Flag

    Understood. Not trying to pump. Just think of what happened the this past week, 3 major collaborations...one of them the King Merck. All of them are multi-billion dollars firms. Data coming out over the next few days...just trying to wake up the community to who and what we are. Zacks has a buy rating and a 4 dollar price target right now....they are not pumping...just stating that we are way undervalued. Gald you share my enthusiasm...!!!

    Sentiment: Strong Buy

  • They will buy us out next year for Lots and lots of money. Tuck this stock away, don't worry about the silly day to day fluctuations, and check back in 6 months...you will be pleasantly shocked. This stock will hit 5 dollars organically, and then be uplisted next year...trust me...2015 is the year of ONCOSEC...Dr Pierce didn't quit Merck to go down in flames....

    Sentiment: Strong Buy

  • Reply to

    Magnitude of these deals -

    by videofunder Dec 2, 2014 2:21 PM
    videofunder videofunder Dec 2, 2014 2:48 PM Flag

    I understand, but think of it like this...we too have 19 products...meaning any new drug that wants to work better and safer is actually a product of ours because we will turn non-responders into responders. So there are a ton of drugs that will need our help, they develop them, and we improve the response rate...

  • videofunder by videofunder Dec 2, 2014 2:21 PM Flag

    Do you all realize the magnitude of what is happening...Huge companies are all wanting to partner with Oncosec to see if their revolutionary delivery system can help them....not the other way around. This is just the beginning...huge license deals are going to be signed for billions of dollar over the next 10 years. I would be surprised if we are not bought out in the next 3 years for 10 billion....but if not, this is the next JAZZ. We are still under the investment radar...once word gets out what we do, and this thing runs to 2, then 5, then 10.....it wont be long...

    Sentiment: Strong Buy

  • videofunder videofunder Nov 24, 2014 2:39 PM Flag

    Thanks! Are you still confident in the technology and what ONCS has to offer...

  • Fur - us longs who are befuddled why the price continues to drop with good news imminent, certainly would like to hear your thoughts...your knowledge and rationale is appreciated on a board filled with nothing else but meaningless dribble...thanks

    Sentiment: Strong Buy

  • Read very carefully, they are basically telling you this was done to open the door to new indications. We are about to learn the great results from melanoma, and the systematic response....Soon, we will be hearing about the trials for breast, head and neck, and eventually....LIVER. Soon, all cancer tumors will be treated using electroporation to increase the safety and effectiveness of the targeted drugs. This has the potential to be a 50 billion dollar company....thing big...don't miss the big picture with these day to day price fluctuations...there will be the day the street catches on and NEVER looks back.

    Sentiment: Strong Buy

  • We all know Punit has alluded many times to the coveted partner for the PD1 study....who thinks they have locked and secured it and they are just waiting for the announcement vs they are still seeking...

  • Daiichi Sankyo is huge in Japan. They scoop up innovative drugs, delivery systems, and technology and then then partner with other BP and license the deal. They have been known to spend billions on companies. You can bet ONCS will not be paying for this study, and they have terms in the partnership that allows for a purchase if all goes well. Finally, if the upcoming data was not good, and ONCS tech was failing do you think they would be able to sign theses new collaborations... NO WAY. This is just more proof that we are off to the races. This could easily be a 5 billion dollar buyout or more in a few years if all goes well. See you at $25 pps.

    Sentiment: Strong Buy

  • videofunder videofunder Nov 17, 2014 6:08 PM Flag

    Thanks Fur!

  • You've been quiet today...would love to hear your thoughts? Does it mean it harder for ONCS to find a partner, or does it mean we are in the right biz so to speak and our day is coming...Thanks for your thoughts!

SODA
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