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  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    I guess they have a name change to Exicure http://bit.ly/1EHkhSy
    Sep 5, 2015. 08:59 AM | Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    AuraSense may be the acquisition. That's the company where Dr. Sergei Gryaznov is working his genius. Skippy may want to bring him back into the family, or it may have been part of the plan all along. Here is a link to the fantastic interview that Dr. KKD scored back in February and worth reading again.
    http://seekingalpha.co...
    Sep 5, 2015. 08:26 AM | 2 Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Likely
    Sep 4, 2015. 02:37 PM | 1 Like Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Just seems like a penny stock pump and dump, but who knows?
    Sep 4, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Premarket Biotech Digest: Shorts Targeting Biotech, Anavex's Promise, Zarxio Launch [View article]
    The formation of the plaque itself may be a culprit in AD. We just don't know yet. It's worth a try even if the connection isn't obvious at this time. There are so many chemical reactions in the chain it is impossible to say for certain. That said, I have doubts as well, but there is a possibility it can help.
    Sep 4, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Zhenya did get a shiny new $25,000 check from Incyte for his good work.
    Sep 4, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    User 132765, you are exactly correct. The deal with the obscure Chinese company smacks of desperation by INCY.
    Sep 4, 2015. 11:41 AM | 2 Likes Like |Link to Comment
  • Premarket Biotech Digest: Shorts Targeting Biotech, Anavex's Promise, Zarxio Launch [View article]
    Of course it impacts all stocks. Higher rates, means higher discount of future cashflows.
    Sep 4, 2015. 11:03 AM | Likes Like |Link to Comment
  • Premarket Biotech Digest: Shorts Targeting Biotech, Anavex's Promise, Zarxio Launch [View article]
    Doc, you know I've said it before, but I'll say it again anyway. ARWR short interest is justified. They need to raise cash imminently and the market for their lead product will be decimated by introduction of DVAX's vaccine for Hep B. Sure there will be an initial market should ARWR's Hep B treatment get approved, but the market will drop precipitously. I know you're a DVAX fan as well. On GERN, couldn't agree more, shorts are playing with fire. Geron might be the stock everyone will wish they owned before long.
    Sep 4, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Not really. They could be shorting to a short covering. Short trades data does not provide accurate picture of net changes.
    Sep 4, 2015. 09:52 AM | 2 Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    At least away from the ovens...someone's gotta do the dishes.
    Sep 4, 2015. 09:36 AM | 1 Like Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Nasty reversal for INCY today, I'm not surprised. My target to cover my short is $45 per share, even though I think it can get to $20 by 2017 and possibly insolvent by 2020.
    Sep 4, 2015. 12:08 AM | 3 Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Walt, Skippy already indicated he wants to opt-in so it will be closer to 25% rather than the 20% minimum
    Sep 3, 2015. 09:40 PM | 2 Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    Not to mention INCY still can't turn a profit. I'm guessing the publicly acknowledged costs are significantly underestimated. That or the insider selling from all the free shares represents giving away the company.
    Sep 3, 2015. 07:53 PM | Likes Like |Link to Comment
  • SA Biotech Panel Discussion: Geron And Incyte, Imetelstat And Jakafi [View article]
    You keep on hanging on to that hope. When Imet is approved, off-label for ET will likely follow.
    Sep 3, 2015. 01:45 PM | 1 Like Like |Link to Comment
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