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John Li  

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  • After FDA Approval, A New And Bigger Catalyst Looms Closer For Immunogen [View article]
    In the Emilia trial, T-DM1 had excellent results in patients that failed first line therapy. Therefore, as a first line agent, T-DM1 should perform even better. The Marrianne trial will prove this but at this point, I believe most physicians already know this and may be using Kadcyla (T-DM1) as a first line agent in some patients that opt for Kadcyla instead of taking a chance on getting worse. Because of this, I suspect the next earning IMGN earning report will exceed most analysts estimates. Therefore IMGN may hit $20 very soon with an earnig surprise.
    Mar 11, 2013. 09:33 AM | 1 Like Like |Link to Comment
  • Pharmacyclics Is Ripe For A Major Correction [View article]
    Most analysts have absolutely no clinical or technical background. Therefore, their projections should be taken with a grain of salt. I feel bad for Apple investors that jumped in high because they believed analysts' projection of $1000.

    PCYC is a rare company. They have good financials and a good product. The problem with PCYC is that it is valued to perfection. Any stumbles along the way whether clinical or financial will result in a big price correction. PCYC can work for you or against you depending on what is your entry price. At the current price level, I would excercise extreme caution.
    Feb 18, 2013. 11:51 AM | 1 Like Like |Link to Comment
  • Pharmacyclics Is Ripe For A Major Correction [View article]
    Please see link for insider ownership:

    The devil is in the details. CEO Duggan never said he was never going to cash in his options. What he meant was for now he will not be cashing in his options. But when he does, you do not want to be the person that just jumped in.
    Feb 18, 2013. 11:19 AM | Likes Like |Link to Comment
  • ImmunoGen, Surprisingly Quiet Ahead Of FDA Decision [View article]
    FYI, Looks like institutions are accumulating. This have to be a good sign moving forward.

    Ownership Summary
    Ownership Analysis # of Holders Shares
    Total Shares Held: 145 69,324,308
    New Positions: 16 700,807
    Increased Positions: 68 5,456,462
    Decreased Positions: 52 3,742,927
    Sold Out Positions: 9 91,438

    Read more:
    Feb 14, 2013. 02:51 PM | Likes Like |Link to Comment
  • ImmunoGen, Surprisingly Quiet Ahead Of FDA Decision [View article]
    Currently, IMGN is trading below its 30,20,and 10 day moving averages. I don't see much "profit taking motives" to occur anytime soon because there are no "profits" currently left on the table. Since Jan 22nd, IMGN lost 7.7% of its value mainly due to investors' reaction to IMGN's recent earnings. With poor earnings expectations already factored in, the approval of T-DM1 can only be a positive catalyst for IMGN given that the approval of T-DM1 will validate IMGN's tap technology as something practically useful rather than thoeritical. Also given that Genentech's sales force is the best of the best, I would expect to see royalties rolling in faster for IMGN rather than later. An improved revenue stream for IMGN can also increase the value of IMGN considerably.
    Feb 14, 2013. 10:33 AM | Likes Like |Link to Comment
  • Why Analysts Are Dead Wrong On Immunogen [View article]
    Who "baked" in the price? Analyst. What will IMGN bottom line be in 2013? Depends on T-DM1 sales in 2013 which analysts have yet to figure out and come to a consensus. SGEN may be good, but Immunogen's TAP technology will be going "live" this year with a widely expected FDA approval on Feb 26th. No analysts have yet showed me how they came up with the magical $14 target price. The price as of today is $14.39. I find it illogical for IMGN price to actually drop to $14 when approval is announced. If you have any reference as to how the analyst calculated $14 target price please provide me the link. Thank you.
    Jan 31, 2013. 04:47 PM | Likes Like |Link to Comment
  • Why Analysts Are Dead Wrong On Immunogen [View article]
    The idea of antibody-drug conjugates is not proprietary, however, once the FDA approves T-DM1 on February 26th, this idea becomes a reality based on TAP technology owned by Immunogen. Having its TAP technology utilized in a billion dollar product like Herceptin that is being promoted by a power house company like Genentech will put a small company like Immunogen on the radar of big Biopharms looking to acquire.
    Jan 31, 2013. 10:59 AM | Likes Like |Link to Comment
  • Why Analysts Are Dead Wrong On Immunogen [View article]
    Back in 2012, an Oppenheimer's analyst downgraded Immunogen to $10. For the most part of 2012, IMGN traded 40-50% above the analyst's prediction. Now for 2013, Oppenheimer's analyst's target price is $14. Even Oppenheimer analysts don't agree on a target price. The point of my article is that analysts are speculating just like everyone else. I have yet to see an explanation on how they derive their target price. Since Immunogen current price is already above the analyst's target price of $14, I find it difficult to believe on the day of T-DM1 approval announcement, Immunogen price will drop.
    Jan 31, 2013. 10:51 AM | Likes Like |Link to Comment
  • The Most Compelling Reason To Buy Apple Right Now: The Dividend [View article]
    The price entry point will significantly determine the dividend percentage yield. The problem with most apple investors is determining what is the best price entry point. Given that apple earning announcement is just right around the corner and that we are getting conflicting views from analysts on a daily basis, apple price is behaving very erratically and difficult to read. When the price is erratic, not stable, and hitting fresh lows, investors' natural instinct is to panic leading to a downward trend. Until the dust settles, we will not see any significant support levels. Apple's earning report due Jan 23rd shoud give investors some guidance. Apple will be profitable for a long time, the real question is whether its profitability is in line with investors' expectations whether realistic or not.
    Jan 15, 2013. 03:54 PM | 5 Likes Like |Link to Comment
  • Pharmacyclics And Promising Advances In Leukemia Treatment [View article]
    I would proceed with Pharmacyclics with caution. Ibrutinib's safety and efficacy data is impressive, however, Ibrutinib is still currently in Phase III trial and the road ahead is long. PCYC's current price is reflecting the positive data presented at the ASH meeting. However, any setbacks in the Phase III trial or any financial issues with PCYC will have a big negative impact on PCYC's current pricing. I still remember last month when the CEO mentioned that PCYC employees can excercise their stock options to sell, although there were no massive employee selling, PCYC stock price plunged to into the $40's. Your last comment "overly optimistic valuation" is right on the mark. Proceed with caution.
    Dec 13, 2012. 11:08 AM | Likes Like |Link to Comment
  • Aveo Pharmaceuticals: A Hidden Gem Or A Hidden Disaster [View article]
    The value of the platform you are referring to makes drug development for Aveo more efficient. Outside of this, I do not see any immediate commercial value. In fact, Aveo management has scaled back R&D and turned its full attention to commercializing Tivozanib. Aveo management has put so much stock into Tivozanib that they are currently recruiting and hiring medical science liaisons in anticipation of a 2013 commercial launch.
    Dec 11, 2012. 04:39 PM | Likes Like |Link to Comment
  • Aveo Pharmaceuticals: A Hidden Gem Or A Hidden Disaster [View article]
    I am sorry to hear about your mom. Thank you for your input from a patient's family perspective.
    Dec 10, 2012. 07:11 PM | Likes Like |Link to Comment
  • Aveo Pharmaceuticals: A Hidden Gem Or A Hidden Disaster [View article]
    When numerous analysts downgrade a stock based on financials alone, you'll be suprised the impact it has on the stock price. This goes the same for analyst hyping a stock without understanding the clinicals.
    Dec 10, 2012. 07:09 PM | Likes Like |Link to Comment
  • Why Immunogen Is Undervalued [View article]
    By the year 2015, Herceptin patent would have expired. Given that Roche owns Herceptin and T-DM1 (which is basically a newer version of Herceptin), Roche most likely will be aggressively promoting T-DM1 and letting Herceptin die on the vine. Gven this scenario, T-DM1 will be achieving sales much faster than what most analysts forecast. Also given that T-DM1 will most likely be priced higher than Herceptin, achieving a $5.6B sale where Herceptin left off is also possible.
    Dec 8, 2012. 04:05 AM | Likes Like |Link to Comment
  • After The Bloodbath, Where Does Pharmacyclics Go From Here? [View article]
    In December 8-11th, look out for the Ibrutinib's study abstracts to be presented at the ASH (American Society of Hematology) meeting. The abstracts PCYC has submitted will further support the Ibrutinib's safety and efficacy for CLL indication and give investors confidence that PCYC is on track in bringing Ibrutinib to the market. Many reporters will be at the ASH meeting and will serve as a catalyst to bring PCYC stock price back up.
    Nov 15, 2012. 01:08 PM | Likes Like |Link to Comment