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whippersnapper65 4142 posts  |  Last Activity: 15 hours ago Member since: Jun 20, 2009
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  • Reply to

    Shorts are very worried

    by mymandon Dec 18, 2014 1:15 PM
    whippersnapper65 whippersnapper65 15 hours ago Flag

    ... 'til her daddy takes the T-bird away.

  • whippersnapper65 whippersnapper65 19 hours ago Flag

    It would be interesting to know when HSMR Advisors acquired those shares. I assume they cannot have been acquired during the period when Mr. van den Broek was in discussions with the BoD about joining; that would seem to be insider trading.

    I wonder how familiar Mr. van den Broek was with Celldex prior to being sought for the BoD and whether he and his firm have been long-term investors in CLDX.

    Sentiment: Strong Buy

  • Form 3 was filed today, stating that the newly appointed member of the board of directors, Mr. van den Broek, personally owns 15,000 shares of CLDX in an IRA and has indirect beneficial ownership of an additional 200,000 via HSMR Advisors.

    I looked for HSMR Advisors on the NASDAQ institutional ownership page, but I could not find that institution listed.

    Why would HSMR Advisors not have to disclose its holdings of CLDX prior to Mr. van den Broek becoming a member of the BoD?

    Might there be other institutions with ownership of CLDX so that the actual institutional ownership percentage is higher than reported?

    Sentiment: Strong Buy

  • Reply to

    Breakthough designation is coming for Rindopepimut

    by mymandon Dec 19, 2014 1:05 PM
    whippersnapper65 whippersnapper65 Dec 19, 2014 1:46 PM Flag

    I agree. Now is the time to buy CLDX, for when the picture you paint becomes reality and more people know about Celldex they will be clamoring to buy the stock at over twice the price it is today, which will drive it still higher.

    My thoughts are that approval for Rintega for use with Avastin in relapsed EGFRviii GBM patients and conditional approval in newly diagnosed patients (with full approval pending confirmation of efficacy after ACT IV results are had) should be granted around mid-year 2015. If the FDA waits any longer than that, then fast track designation is a farce. Rintega is proven safe and effective, and GBM patients are in dire need of an effective therapy to forestall death. There is no rational nor ethical case to be made for delaying the availability of Rintega to the patients it can and will help. Does the FDA exist to benefit Americans who are sick or not?

    Sentiment: Strong Buy

  • Reply to

    Shes a MANIAC!

    by frankfrazzano Dec 18, 2014 3:51 PM
    whippersnapper65 whippersnapper65 Dec 18, 2014 4:21 PM Flag

    "Jump" by Van Halen is more my style.

    Sentiment: Strong Buy

  • whippersnapper65 whippersnapper65 Dec 18, 2014 12:31 PM Flag

    If I could give your post one hundred thumbs up, I would.

    The addition to the board of a guy with expertise in biotech investing is for the purpose of advising in matters concerning the share price.

    Sentiment: Strong Buy

  • whippersnapper65 whippersnapper65 Dec 18, 2014 12:13 PM Flag

    You get what you pay for.

    Sentiment: Strong Buy

  • whippersnapper65 whippersnapper65 Dec 18, 2014 11:04 AM Flag

    I think American shale oil entrepreneurs have contributed more to undermining Russian economic might than wimpy BHO. BHO has, in this case as in others, been lucky that circumstances outside his sphere of influence have worked in America's favor. You could even say that Russia has been weakened despite BHO's opposition to American domestic oil production. If BHO had his way regarding domestic oil production, the price of oil would not have fallen so much.

  • whippersnapper65 whippersnapper65 Dec 18, 2014 10:49 AM Flag

    A man of Mr. van den Broek's experience and success in biotech, who already sits on the boards of reputable biotechnology companies, would not join the board of Celldex at such a pivotal moment (being on the verge of commercialization) if he thought the company's future wasn't bright.

    Yes, he brings a lot of expertise to Celldex, but I bet he's more happy about being on Celldex's board just prior to the commercialization of Rintega than management is to have him as a board member. Mr. van den Broek is looking for Celldex to be the next feather in his cap.

    I consider this to be another tell that things are going extremely well for early approval of Rintega.

    Sentiment: Strong Buy

  • Reply to

    Celldex Confidential Treatment Order filed

    by flogonuzim Dec 17, 2014 6:11 PM
    whippersnapper65 whippersnapper65 Dec 17, 2014 11:33 PM Flag

    This concerns exhibit 10.1 in the 10Q filed on November 5. Going back to that 10Q, here are relevant excerpts:

    CONFIDENTIAL TREATMENT HAS BEEN REQUESTED AS TO CERTAIN PORTIONS OF THIS DOCUMENT. EACH SUCH PORTION, WHICH HAS BEEN OMITTED HEREIN AND REPLACED WITH AN ASTERISK [*], HAS BEEN FILED SEPARATELY WITH THE SECURITIES AND EXCHANGE COMMISSION.

    2.1.4. provide (i) such quantities of BIOSYN KLH in [*] of BIOSYN KLH in approximately 50mL, (ii) BIOSYN KLH as bulk, [*], when requested

    2.1.7. to perform [*] Stability Studies of at least [*] in duration for BIOSYN KLH described on Exhibit 2.1.7 annexed hereto for [*] different lots/batches of BIOSYN KLH that have been supplied hereunder since the date of the Original Agreement.

    5.1. The price to be paid by CELLDEX to BIOSYN for BIOSYN KLH shall be [*] per gram in 2014, [*] in 2015 and 2016 and [*] in 2017 Thereafter, commencing in January 2018, such price shall be reviewed and adjusted annually (upward or downwards), effective January of each Year, and such adjustment will not increase or decrease by [*].

    5.4. CELLDEX shall pay, effective Jan 2014, [*] per shipment towards the cost of shipping, packaging and temperature monitoring service for shipments of BIOSYN KLH within the United States.

    5.5. Effective January 1, 2014, CELLDEX shall pay no Customs or other related charges for BIOSYN KLH orders of [*] or more in a year.

    5.6. Effective January 1, 2014, CELLDEX shall pay a fee of [*] of the BIOSYN KLH cost towards Customs and other charges if the BIOSYN KLH product order is less than [*] in a year.

    5.8. CELLDEX shall pay a one-time non-refundable and non-exclusive licensing fee of [*] to BIOSYN, due in accordance with the following schedule:

    5.8.1. [*] on the Effective Date of the Original Agreement.

    ... the MB posting constraints prohibit me from including more in the same vein. It's merely price and quantity terms that are confidential.

    Sentiment: Strong Buy

  • Reply to

    Celldex Confidential Treatment Order filed

    by flogonuzim Dec 17, 2014 6:11 PM
    whippersnapper65 whippersnapper65 Dec 17, 2014 6:36 PM Flag

    From Edgar:

    Celldex Therapeutics, Inc. submitted an application under Rule 24b-2 requesting confidential treatment for information it excluded from the Exhibits to a Form 10-Q filed on November 5, 2014.

    Based on representations by Celldex Therapeutics, Inc. that this information qualifies as confidential commercial or financial information under the Freedom of Information Act, 5 U.S.C. 552(b)(4), the Division of Corporation Finance has determined not to publicly disclose it. Accordingly, excluded information from the following exhibits will not be released to the public for the time periods specified:

    Exhibit 10.1 through August 18, 2021

    For the Commission, by the Division of Corporation Finance, pursuant to delegated authority:
    Brent J. Fields Secretary

    Sentiment: Strong Buy

  • Reply to

    Our King is a dangerous man.

    by raysfrom98 Dec 17, 2014 12:16 PM
    whippersnapper65 whippersnapper65 Dec 17, 2014 5:06 PM Flag

    We attempted to build a democratic nation in Iraq using military means. That could have had a greater chance of success had BHO not prematurely withdrawn U.S. troops from Iraq and left a vacuum into which the Islamic State has consolidated.

    So why not use diplomatic overtures in an effort to change Cuba? Raul and Fidel don't have much time left to live and remain in power. The time could be ripe for big changes in that country toward representative government under whomever succeeds them. Think of the possibilities that someone like Gorbachev could be waiting in the wings to take over after Raul and to nudge Cuba toward free government and free markets and better relations with the U.S.

    I'd rather have the United States with a foot in the door to assist in democratic reforms in Cuba than Russia applying pressure on Raul's successor to continue a tense relationship between Cuba and the United States.

    This might also cynically be a means by which BHO will close Guantanamo Bay: by giving the land back to Cuba as an element of normalizing relations with the country. I would not be in favor of closing the detention facility nor of surrendering the land, but I am in favor of moving toward reestablishing normal diplomatic relations with Cuba. Make no mistake, I'm not naive about Raul's mindframe; he has no intention of making Cuba free. However, as I stated, he does not have long to live, and I believe it is in America's interests to have better relations with Cuba now so that we can more strongly influence Cuba's path once Raul and Fidel are both dead.

  • whippersnapper65 whippersnapper65 Dec 17, 2014 1:01 PM Flag

    So obvious that this stock has been manipulated for over nine months.

    Sentiment: Strong Buy

  • Reply to

    Our King is a dangerous man.

    by raysfrom98 Dec 17, 2014 12:16 PM
    whippersnapper65 whippersnapper65 Dec 17, 2014 12:19 PM Flag

    I wonder whether the president's overtures toward Cuba have been occasioned by the Russian economic turmoil. Better to have Cuba as a friend of ours than a friend of our enemy's.

  • Reply to

    Survival time

    by braveandwisemedicineman Dec 17, 2014 12:00 PM
    whippersnapper65 whippersnapper65 Dec 17, 2014 12:12 PM Flag

    Also, Rintega in newly diagnosed patients has a well-documented "tail" in the Kaplan-Meier survival curves that extends out to four, five, six and even seven plus years of survival. No other treatment can touch that performance for GBM. Every GBM doctor of repute touts Rintega as a tremendous advance in treating GBM patients.

    The 3.5 month or whatever survival advantage is a median; it is erroneous for people to think of it as a limit.

    Sentiment: Strong Buy

  • Reply to

    The CLDX Message Board

    by ski8688 Dec 17, 2014 11:35 AM
    whippersnapper65 whippersnapper65 Dec 17, 2014 12:04 PM Flag

    Who are you (and who is anyone) to say that the CLDX board ought to be limited only to CLDX discussion? Perhaps it is a board where people who are interested in CLDX may discuss the stock as well as other topics of common interest as a community is built. There is a strong community of about two dozen longs here who write about all kinds of things and disagree about many things, but we all are united in our support and interest in CLDX.

  • Reply to

    Early Rindo Approval, Yes or No

    by nickdidomenico Dec 16, 2014 9:56 AM
    whippersnapper65 whippersnapper65 Dec 17, 2014 12:00 PM Flag

    How quickly do you speculate? During 2015?

    Sentiment: Strong Buy

  • whippersnapper65 whippersnapper65 Dec 16, 2014 5:32 PM Flag

    The initiation of the Nivo/Varli combination trials, a collaboration between BMS and Celldex.

    Sentiment: Strong Buy

  • Time is running short to commence them in the fourth quarter, as management guided in May.

    Please, AM, don't disappoint shareholders again with an error about timeframes. The market doesn't give CLDX any slack. There is no good reason for the share price to be sitting below $25 right now.

    Unless you've been so busy meeting with the FDA, pursuing early approval for Rintega. If that's the reason for the delay, all will be forgiven.

    Sentiment: Strong Buy

  • whippersnapper65 whippersnapper65 Dec 16, 2014 12:04 PM Flag

    So true. Not many people realize that a paradigm shift in treating cancer is imminent, in which treatments will be targeted at molecular markers and in which the FDA ought to issue new policy guidelines such that approval of a treatment for a molecular target (EGFRviii) in one indication (such as GBM) automatically extends to approval of treatments for the same molecular target in other indications. Thus no need for additional lengthy and expensive trials in those other indications. One demonstration of efficacy will be sufficient for approval in using the treatment against any and all cancers that express the molecular marker.

    The premise for such a paradigm shift is that a molecularly targeted treatment will work against a cancer regardless of where it is located in the body because the treatment seeks out the marker expressed by the cancer cells.

    Not only would that go for EGFRviii (Rintega), it would go for high GPNMB (Glemba) too.

    Sentiment: Strong Buy

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