Just so much good going on here with an upcoming regulatory submission, new franchise, a new partner, solid leadership at the helm....one can just feel the energy and the future of the organization!! It is priceless indeed.....well almost as the stock only has 20 cents more to go before it is priceless.
Just read an article that PFE ( ironically enough) is showing interest in immunotherapies... Sounds like they would have more interest in DNDN than AZN.... just a clip from the article.
Biopharmaceutical company Pfizer Inc. (PFE) has seen its competitors win the backing of regulators for melanoma drugs as of late, according to Bloomberg. As a result, it will not look to get immediate approval for its own experimental drugs for melanoma.
Now, Pfizer appears to be focusing on research for drugs that use the immune system to attack tumors. This shows a new direction for the company, charting a path toward different types of cancer treatments. Pfizer’s head of research and development, Mikael Dolsten, said in an interview that there simply isn’t enough of an opportunity left in the melanoma realm. ...........................
Wow, it is heading back up...I could very well be wrong! Another 23 to break about even with the offer. Did not decline into the lower 60s like I thought it would. Looking optimistic so far...we shall see.
Well, lots of debt for DNDN, so they would be picking that up along with it. I think it is a completely different technology platform as well, so I would think it to be highly unlikely they would have any interest.
Not sure how far downward it will continue to slide...was thinking 50s, but 40's is not off my radar. Just too much uncertainty as the projections are just too far out for this industry. I would consider buying in the 40s. Wonder if the price decline will spark any renewed buyout interest. If it keeps declining and someone comes back with an offer similar to that of PFE's, there will be even more pressure to accept it....well, unless the poopline does not pay out.
Well that sucks...sorry to hear it. Hopefully it will rebound back, but I am not hopeful. Just my opinion of course as they say, but I do not see any upside to this company for a few years to come. Revenue is supposed to keep declining as products come off patent and competition increases. It is supposed to turn the corner in 2017 as they say and double in 2020...wth! They are totally banking on the advancing pipeline, but not sure if it will be as successful as they hope since typically companies are not as successful as they hope nor do the products realize the projected market potential they tout. The PE is way too high also, and I still see this going lower into the 50s or even 40s on the continued revenue decline and any set back in the pipeline via failures or delays. Pascal will have to do some major cost cutting that will be too little too late to help. There again, just my opinion. They blew their PR drive when PFE was interested...there is nothing left to unload onto the financial markets to get investors excited. Pascal will catch #$%$ on his selfish, pompous, arrogant, and self-serving decision. As always, if the share price does rise near PFE offer levels anytime soon, I will fully admit I am wrong.
Negative associated with the 13% price drop Friday and high volume. With a new Franchise on its way, regulatory submissions going in during Q4 2014, I mean Q1 2015, erased debt, a source of a whole lot of financing, partnerships in the works, and no reverse split announced, it can be only tax write-offs for 2014 that would have caused it. All is good and the future is so bright so wear your shades!
An average chucklehead like me would normally conclude that very few things are happening at the company to assure a future and that they all got nice bonuses for the great year they had. Wonder where their annual holiday party took place? But if I knew anything, I would not be sitting here typing this.
Lol...I agree..you get a finger up! Until I see the long ago promise of more communication and visibility into the company not to mention the minor detail of some progress, I will continue to agree. It seems like such a joke...I thought they were putting together a cataract franchise ...wait, maybe that was for blepharitis.. They eliminated the debt and will gradually build it to previous levels. No partnerships, no new products, no buyout. Just stay at the helm and drain what they can...keep the hook set in shareholders' mouth as long as they can. We will see if the submission goes in when promised...well promised based on the revised date since they missed Q4 2014. I will vote all my shares opposite of the BOD recommendations. Expecting them to enact their reverse split, but we shall see.
bbbwwwahaahahaa such a scam...short squeeze on a less than a penny stock...bbbwwwhahahah
A long way from it...wth. the euphoria is wearing off and the decline will continue I think. PE is way to high...was thinking 50s but I could see high 40s unless something big happens. This could go down as one of the biggest poor decisions in Pharma for years to come. Time will tell.
Wow, the PE seems to keep going higher every time I look at this. Not good especially with key products coming off patent in 2015, but in fairness they did say revenue will continue to decline until they turn the corner anticipated in 2017. A bit far out for a projection, even with the "robust" pipeline. I think they are over confident about it in multiple area, including probability of getting to market in general and the at the first regulatory submission. Also the projections on the market potential, which typically assume if every possible patient takes the product. If they gain 10% in the first year, they are doing good. They are not looking at products from other companies coming through development and to market concurrently. I can see this going into the 50s before it goes into the 90s, but if I knew anything I would not be posting out here. Hefty investment in the MD facility that will not be online until 2017, suggesting that their mfg capacity is maxed out there until then. Then they will want to see ROI from there.
Agree...plus they need to justify why they will be worth well more than 92 in the years to come. No guarantees of pipeline success and 9 year revenue projections, while they sound great, are too far out to predict with any accuracy. $92 in 2014 being turned away indicates they think it is worth between 95-and 100 now. Every passing year, one has to add on 5 to 10 percent for anticipated growth, so 92 now would be about 96 - 101 this time next year. Time will tell.
PFE buyout odds appear to be very low now, and I can't imagine anyone else would come forward to buy them. They are saying their revenue is supposed to turn the corner in 2017, but that is two years from now. They are saying it is supposed to double in the 2020 period, but that is too far to project for any company these days. They do have an extensive pipeline, but if 5% of it makes it to market, they are doing well, and it will take years to mature. Not sure if there are a lot of drivers in the short-term, and pipeline setbacks will hurt. The PE is high for the industry as well. I can see it being a hold, but not sure if I see reason to buy more in the next year or so. Of course it is my opinion and if I had a clue about anything, I would not be sitting here typing this. Of course look into it all yourself to see if it makes sense and fits your risk profile. Good luck.
Sure you can say that, but Provenge, even with its disappointing sales, was generating about 250 million in revenue. The bottom line was that the revenue was not sufficient to offset the debt incurred over time. If one feels that NAVB will be able to generate sufficient income/revenue to offset their current and future debt, then they should be okay. If not, then the picture is not looking too pretty.
Yeah, sounds like there could be some questions around not using it as it does sound like it has advantages, but Result in wrongful death? Misdiagnosis? Subsequent lawsuits? It sounds like late night TV commercials with ambulance chasing lawyers lol. Perhaps it could happen...
Sounds like a similar pathway that DNDN had gone. Accumulated considerable debt that the revenue from their approved product could not cover. There is nothing indicating that Lymphoseek revenue will be able to cover spending. There does not appear to be anything strongly supporting a partnership anytime soon either. The best bet may be to sell the company while there is something left to sell.
Gaaadddddsss times are bad...I am actually agreeing with Pup.... Although not sure if it was approved for sentinel nodes, I know there was an approval based upon a retrospective data study by PharmaIucence. Either way, I will wait to see all of the lawsuits filed if what you are saying is true....I guess desperate times call for desperate measures....or comments.
Wait a second...you are saying that the submission and approval of a Supplemental New Drug Application opens someone up to medical malpractice if they use an alternative option? Okay, seriously?
Okay... previous thinking was that it was a 2014 stock after approvals and revenue starts rolling in. I had not looked into understanding the reason for a price increase, but not sure why you would do it when you are trying to penetrate a market...sure does not makes it more competitive. I have seen other companies raise their prices on an annual basis, warranted or not, which get total revenue going up while unit sales declined.
I am and have been long in this company, but having troubles seeing an optimist view at this point in time. Time will tell of course, but to date, time has proven only that the revenue is not where it was thought to be, product development is on hold, and the promise of RIGs is all but forgotten. I guess it will take more time to tell.