don't be naive .. even fed said, there are some bubbles .. i.e. they will not pump it and may deflate if it does not on its own
either way, you will see a much deeper correction than 1% yesterday .. i am not sure how deep, but i am here to sell the bounces and cover the panics
bounce to 197 to 197.5 on low volume is classical bull trap .. i went back short 197.30 .. if i am right, very soon ,a huge sell off os on the way
stop loss 199
stop loss 199
with $2 cash and STS, doubt we would go below $2 .. then again, in case of a market crash, anything is possible
maek sure you are nt on margin
the best longs can hope for is a gap down and close strong in green
the best shorts can hope for is a open up a bit and then close down big in red
We will see which camp will win
he does remind us of incompetent management .. no dounb in my mind on that .. in fact, i will be happy if he CEO resign tomorrow and BOARD would be replaced
But, this is not about these guys .. I could run the company just as well if not better ... ALL , I care about are market cap, debt, cash on hand, and safety and efficacy of aldox
per my estimation, this is trading at 5% of its value in 2017 ... My guess is that either CELG or JNJ would take them out much cheaper at probably $9 to $12 range over next 12 months
nab-Paclitaxel is a solvent-free, albumin-bound nanoparticle formulation of paclitaxel that takes advantage of the increased delivery of albumin to tumors through receptor-mediated transport called transcytosis. nab-Paclitaxel binds to gp60, the albumin receptor on endothelial cells, which in turn activates caveolin-1 and the formation of caveolae. Caveolae transport the albumin–paclitaxel conjugate to the extracellular space, including the tumor interstitium. In the tumoral interstitium, SPARC (secreted protein, acidic and rich in cysteine) is selectively secreted by the tumors and binds to albumin-bound paclitaxel with the resultant release of paclitaxel in the vicinity of tumor cells. Together the absence of solvents and the receptor-mediated delivery result in decreased toxicity and increased antitumor activity of nab-paclitaxel compared with solvent-based paclitaxel
nab-Paclitaxel was bought by CELG a few years ago (when CELG stock was less than half of today) for about $3B in cash ... nab-Paclitaxel is very similar to aldox ..
Why don't you ever talk about aldox ... there are patients that have been on aldox for 24 cycles (versus max 6 on doxil) and each cycle 3.5 times more doxil is delivered .. that is about 15 times more doxil chemo delivered to tumors that is impossible with doxil
That is very impressive and wait till OS data for aldox come in (in 1 to 45 days from today is my guess)
Also, marketing aldox is easy as marketing channels for doxil are already established.
probability of control group to be alive 250 days after completion of enrollment is 10%.
Enrollment completed June 2013
Today is 380 days after completion.
It may drift to low $3 or even $2.5 .. who knows ... but open above $5.3 on OS report data
30% or more tumor shrinkage on their tumors
doxil sales is about $600M a year *low numbers due to doxil major manufacturing issues)... aldox is 3 times more usage .. so, target market for half patients is about $2B a year at a minimum ..
at $3.5, aldox is selling for about $120M ex-cash ... it has ptenital to bring in (at the minimum) an additional $2B revenue per year(or about $180M a month) to J&J if aldox is marketed at same price as doxil
it is under DSX yahoo news ... came out Saturday ... Some one paid DSX triple the rates to lock for 10 months ...