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whippersnapper65 218 posts  |  Last Activity: Aug 27, 2015 8:09 PM Member since: Jun 20, 2009
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  • Reply to

    Just added 3k to my position

    by ezzrdr Aug 11, 2015 1:33 PM
    whippersnapper65 whippersnapper65 Aug 12, 2015 12:32 PM Flag

    mbb is a fraud. He was caught lying by Ray and me about posts he had made in response to Ray. mbb deleted those posts from Yahoo's mb site and then claimed never to have written them, but the posts are archived by Google for anyone to find and read. Put him on ignore, as I did long ago, and you never have to read him or bother with that lying, attention-seeking miscreant again. Plus it will bother him to no end that you don't read him, and he'll still respond to your posts in an attempt to get you to write back, but the greyed-out, ignored messages will never again annoy you.

  • whippersnapper65 whippersnapper65 Aug 10, 2015 11:40 PM Flag

    Approval in rGBM would have been more than "nice": it would have meant the beginning of a revenue stream to reduce cash burn, an initial validation of Rintega, and a milestone for Celldex to reach commercialization. Now we have 1.5 to 2 years of burning cash at $100M - $120M per year and nothing to support the share price in the interim.

    Not receiving approval in rGBM wasn't a knock-out punch, but it was a blow to the stomach that has knocked the wind out of CLDX. The share price will recover, but not quickly.

    Sentiment: Hold

  • Okay, so the FDA has concerns about the small number of patients in ReACT. Fine. But why not grant conditional approval pending confirmation of Rintega's efficacy in ACT-IV, after which full approval could be granted? Why flatly refuse to grant approval? It seems to fly in the face of what BTD is for, given the promising data and the dire need of patients. So Rintega has BTD but approval won't be had any more quickly than if it didn't have BTD? What is BTD good for then? Apparently it's good for nothing.

    It makes no sense given that the FDA has approved other treatments on inferior merits. I sure hope some big pharma isn't exercising undue influence on the bureaucrats at the FDA. A big pharma that had its eye on CLDX would love to prevent the company from becoming a commercial biotech. Could such unscrupulous machinations occur in the United States? They happen all the time.

    Since the company is now not expected to have any reasonable positive catalysts for 1.5 to 2 years, I have changed my sentiment to hold.

    Sentiment: Hold

  • Reply to

    Good News/Bad News/No News

    by tpatten.rm Aug 9, 2015 4:10 PM
    whippersnapper65 whippersnapper65 Aug 9, 2015 7:52 PM Flag

    My bet is for good news. Marucci wouldn't have created the Chief Commercial Officer position a month ago as part of the executive management team, and Rick Wright wouldn't have accepted the promotion, unless commercialization of Rintega were a foregone conclusion requiring only that the FDA trudge through its bureaucratic red tape. You don't make a major structural and personnel move like that ahead of bad news, and you don't accept a position like that if you know there will be nothing to commercialize or if what has been touted as the company's inaugural product (as far back as November) is going to fail to be commercialized; it probably required the approval of the board of directors too, and they wouldn't have approved such a move the company would look foolish for failing to commercialize Rintega.

    I expect Rick Wright to participate in the conference call, to be introduced as the new CCO, and to have some substantial things to say about Rintega's commercialization. If Rick Wright is announced as a participant in the CC, that is a sign to buy more shares in the after-market.

    Sentiment: Strong Buy

  • Reply to

    Stops will be taken OUT

    by grey3840 Aug 8, 2015 12:18 PM
    whippersnapper65 whippersnapper65 Aug 8, 2015 11:15 PM Flag

    But the static is hard to overlook in the absence of a clear transmission from management. Without a clear transmission, it's like a SETI project: little tidbits here and there that an analyst might be able to piece together into a blurry but reasonable picture, but unavoidably unclear without a strong signal to tune in to.

    I hope management will provide that clear transmission on Monday. If it's not enough to lock in on and receive a clear picture, more static will continue to confuse investors about where this company is headed.

    Certainly management has had enough time by now -- over five months since BTD and over two months since ASCO final ReACT data -- to have a clear understand of whether the FDA is open to approving Rintega early; it's time to share that with investors, and I'd like to hear management's honest assessment of the ongoing discussions with the FDA, including the expected endpoint and timetable to that endpoint.

    Sentiment: Strong Buy

  • Reply to

    Is it too much to ask

    by mjacob56 Aug 6, 2015 4:15 PM
    whippersnapper65 whippersnapper65 Aug 7, 2015 1:31 PM Flag

    I was thinking the same thing this morning. The share price at $24 was absurdly undervalued; now we're just in Alice in Wonderland absurdity where up is down and positive is negative. The Mad Hatter posts on the message board all day and night like singing the unbirthday song for no reason. I hope Marucci can lead the way back to reality with whatever he has to present on Monday.

  • Reply to

    Is it too much to ask

    by mjacob56 Aug 6, 2015 4:15 PM
    whippersnapper65 whippersnapper65 Aug 6, 2015 4:18 PM Flag

    It's as if BTD was never granted and the final data in ReACT weren't known. We're back at February price levels. You're right: nothing substantial from management. Monday will be very, very, very important.

  • whippersnapper65 whippersnapper65 Aug 6, 2015 3:58 PM Flag

    At this point, I would be very strongly tempted to take the money and sell and be done with it; it's been too aggravating to watch the stock bleed day after day ever since the high after the euphoria of BTD. Was it unagogirl that asked people to thumbs-up her post if people would sell at $59? I believe a lot did.

    If Marucci has some plan, some surprise that will restore strength to the share price, fine: let's see it on Monday. If he has nothing to offer on Monday, nothing concrete with a definite timetable, then I believe the stock will continue to trade down. Every price level that has seemed to be a floor over the past five months hasn't held. Will $22 hold? Probably not if Monday doesn't have an absolutely, unmistakably, definitive reason why people would want to buy more shares.

  • whippersnapper65 by whippersnapper65 Aug 3, 2015 5:44 PM Flag

    August 6, 2014 w/cc pre-announced on July 18
    August 6, 2013 no cc, no pre-announcement
    August 10, 2012 w/cc pre-announced on August 2
    August 3, 2011 w/cc pre-announced on July 25
    August 4, 2010 w/cc pre-announced on July 29
    August 5, 2009 w/cc pre-announced on July 30

    That's as far back as records go on Celldex's website.

    Celldex management has released 2Q earnings within the first week of August in five of the past six years.

    The only year not to have a CC accompany 2Q earnings was 2013, which was also the year that the expansion of ReACT was announced only six days following the earnings release: August 12, 2013 and also announced without a CC.

    Today, August 3, has passed the latest date in August on which the company has previously pre-announced when 2Q earnings and CC would happen.

    But we still have not passed the latest date on which earnings were released previously; that was in 2012 on August 10. There was nothing noteworthy about that release or CC that would have been the reason why management waited until that late date to release earnings.

    I'd speculate that if there is no pre-announcement about the date of earnings release and a CC by the end of this week then something is up. Such a delay would suspiciously deviate from past history.

    Sentiment: Strong Buy

  • Will this be the floor?

    Four months of mostly relentless bleeding in the share price, 1%-3% at a time, is taking its toll on my patience. So is Marucci's silence.

    Sentiment: Strong Buy

  • whippersnapper65 whippersnapper65 Aug 3, 2015 1:08 AM Flag

    The evidence and the rationale for approving Rintega are overwhelming, not only beyond reasonable doubt: beyond all moral doubt. There is moral certainty that Rintega is effective and should be approved. Any further delay in bringing Rintega to market is a breach of the FDA's responsibility toward Americans who would benefit from Rintega's efficacy.

    So, what's the holdup? Let's get this done!

    Sentiment: Strong Buy

  • Nothing but good news then and since then. Five months later the share price is lower than it was the day after BTD was announced.
    Any other biotech would be trading at $40 with CLDX's news by now.
    For some reason the market has it out for CLDX and won't let the share price rise to reflect its value.

    Marucci must deliver something of concrete, indisputable value to shareholders by the next CC.

  • Reply to

    Earnings

    by lennox64 Jul 31, 2015 12:17 PM
    whippersnapper65 whippersnapper65 Jul 31, 2015 1:37 PM Flag

    And now it's red-thumbing our posts in this thread. How doubly sad for that childish thing: lied and was caught ineptly trying to cover it up. How embarrassing for that pathetic lowlife. I hope you keep it on ignore. It's revealed its character today for all the world to see. It has no credibility whatsoever. Typical liberal. So typical.

  • Reply to

    Earnings

    by lennox64 Jul 31, 2015 12:17 PM
    whippersnapper65 whippersnapper65 Jul 31, 2015 1:24 PM Flag

    Rays,

    I found the deleted post using Google's cached pages archive:

    -----

    Reply to After speaking w/IR recently by raysfrom98 •Jul 22, 2015 4:19 PM
    .

    mybestbehavior • Jul 22, 2015 4:28 PM

    2
    users liked this posts

    users disliked this posts
    1
    Reply
    .

    Good stuff rays, thanks for sharing

    -----

    Yahoo won't let me post the link to the cached page, but you can find it without much difficulty by using words from mbb's post as your search terms as well as some terms from your thread's title. Then view Google's caches of the page.

    mbb caught in the act of lying and attempting to delete information to cover its tracks. Hmm... just like Hillary and Lois Lerner.

  • Reply to

    Earnings

    by lennox64 Jul 31, 2015 12:17 PM
    whippersnapper65 whippersnapper65 Jul 31, 2015 1:08 PM Flag

    Rays,

    After reading this post about mbb deleting his reply to you, I checked again and... the post I had just read literally only minutes ago is now gone, deleted, vanished.

    For all the world: mbb is a lying, conniving, immature, insecure dolt to whom no one should pay any attention. I've had him on ignore for over a year, and you should all ignore him too. But beware: if you put him on ignore and announce it mbb will seek "revenge" on you by childishly red-thumbing all of your future posts, as he does to mine even though he will probably deny that he does that; but he's been proven to be a liar now so no reason to trust anything he says about anything, including CLDX.

    Sentiment: Strong Buy

  • Reply to

    Earnings

    by lennox64 Jul 31, 2015 12:17 PM
    whippersnapper65 whippersnapper65 Jul 31, 2015 1:03 PM Flag

    Ha, Rays,

    Just this once I clicked on "show post" in your thread about earnings and the upcoming CC to see whether you were right about what mbb had posted and then lied about today. Yep: you are absolutely correct. What a lying, moronic POS that mbb is. He truly deserves to be on my ignore list!

    Sentiment: Strong Buy

  • Reply to

    Rintega rejection

    by dorriswelch Jul 30, 2015 6:55 PM
    whippersnapper65 whippersnapper65 Jul 31, 2015 12:44 PM Flag

    Rintega DOES work: statistically significant improvement in OS, PFS6 and every meaningful patient indication such as reduced need for steroids.

    Rintega WILL BE approved because it has been PROVEN to work.

    Sentiment: Strong Buy

  • Reply to

    Earnings

    by lennox64 Jul 31, 2015 12:17 PM
    whippersnapper65 whippersnapper65 Jul 31, 2015 12:25 PM Flag

    Rays informed us last week that IR had told him there will be a CC in August. Date TBA.

    Sentiment: Strong Buy

  • Celldex usually releases the PR announcing the CC one week ahead of the date of the CC.

    Last year the comparable CC was held on August 6.

    Marucci had better have a good surprise for investors in the week ahead and some concrete information about filing for accelerated approval for Rintega, because the way CLDX has been trading so weakly if the CC lacks specific, concrete, results-oriented information related to Rintega's accelerated approval then the market is going to murder the share price, as has often happened following CCs with no clear and meaningful guidance.

    Sentiment: Strong Buy

  • It would be a $35 stock fairly soon.

    This drop and recoup manipulation nonsense has got to stop.

    Time for gain and sustain to become the trading pattern.

    Sentiment: Strong Buy

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