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  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    As do I Shin :)
    Mar 20, 2015. 02:45 AM | Likes Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    Like $CEMP analysts all said about $15 Pelion? I guess they were delusional as well because it's more than doubled their consensus in 3 months... It's just opinion, and there is good reason to be bullish here. Over bullish, no. I have yet to see discussion from you concerning the specifics of this binary event here that addresses the specific data
    Mar 2, 2015. 01:46 AM | Likes Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    When I say "flip points," I mean price targets to sell (keeping base shares) and price targets to reload up -- exactly how the tutes trade.

    Consider the offering here and the condition that insiders CANNOT sell (locked up) for 90 days from the offering -- gets us to about the 3rd week in March.

    This means/meant 2 things.

    1. the tute algos were planning to run the stock using short interest, and did not want insiders interfering with that.

    2. The stock price will be at its absolute highest for insiders to sell some if they so choose as a 'reward' from the tutes. I figure this (unlock) will be right before data is released to give insiders the least risk option to sell shares.

    To answer one guy here on $SGYP. I still maintain those guys will do the same. I was wrong on the timing and failied to take into account that SGYP catalyst at that time and even now is a bit far out/dated.
    Mar 1, 2015. 09:14 PM | 1 Like Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    shinobirastafari; the trial results you are referring to, with 2 CR and 1 partial was from those who previously had been treated with a single drug and had 0 benefit,,

    "Of the first 28 patients who received Pracinostat in combination with azacitidine (marketed as Vidaza®) or decitabine (marketed as Dacogen®) after progressing while being treated with the same HMA alone, three have now achieved clinical responses, one partial response (PR) and two marrow complete responses (mCR), exceeding the pre-specified clinical improvement rate for expansion of study enrollment."

    We are waiting for data for the MEI -003 here >>

    "Phase II clinical trial of its lead investigational drug candidate Pracinostat in combination with azacitidine (Vidaza) in patients with previously untreated intermediate-2 or high-risk myelodysplastic syndrome (MDS). The multi-center, placebo-controlled, double-blind study enrolled a total of 108 patients with a one-to-one randomization. The Company plans to unblind the study approximately six months after the last patient was enrolled and report topline data in Q1 2015..

    Follow? What you are referring to are 28 patients who absolutely failed to show any response with a single agent HMA yet 2 showed CR which is hugely positive. Historic response rates for patients who have NEVER been treated with any HMA varies from as low as 7%, to as high as 23%.

    The topline data we await for here is again, from patients who HAVE NEVER RECEIVED ANY treatment, so with Vidaza alone, it's expected to be at least 7%, but newer studies show this number to be as high as 23%, so about 15% average. The addition of Prac should get this number over 25%.

    What that other guy fails to understand about the tute buying and falling price beforehand, is that it was orchestrated that way so those guys could make a ton of money. The fact that tutes have been loading up, yet with a low short interest shows extreme bullishness to me.

    My subs know my price prediction from Friday and our flip points were dead accurate. Tutes last week shorted hard from 5.80 back down to 5.30, then began to cover to sling shot the price higher. On Friday, they shorted the 6.50 range to get it back to 5.80.

    I expect this one under normal market conditions to reach $7 before data. If the signal is over 25% and especially over 27%, then I would expect the stock to approach $9 on 25%, and over $10 on/if 27%. Afterwards, the company would likely engage another raise for the initiation of a P3 for the MDS indication. My one year target agrees with some analysts here = $15, I cant see it getting any higher because most important binary events will be 2 to 3 years in the future. I hope I have helped you with this answer -- Scott
    Mar 1, 2015. 09:00 PM | 2 Likes Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    'Adam's rule' is based on Phase 3 + mcap = does not apply with $MEIP as it expects P2 data.

    Do you understand exactly what the data is about here and have you studied prior clinical for this particular drug combo? If so, let's talk about that. If you understand what the data point is about here, you would understand my comment about "positive data being all but assured" and would make a specific observation, rather the general observation you did offer.

    The question here is more about how positive, and that is what this one is about at this point. I covered the CR % points in this, what is average to what is good to very good.

    We explain this in the article as does the analyst coverage for this stock. I'm sure since you have been a biotech trader "since the 1980's" you can get your hands on these reports and read for yourself :) When you do, I'm happy to discuss specific points rather than canned general observations :) -- Scott
    Mar 1, 2015. 04:21 PM | Likes Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    And u must have missed the strong distribution 2 days ago to get the short interest up from 7%.. Yet low short interest with high tute ownership. Also, tutes buy smarter than retail, so the higher volume is retail, whereas the tutes represent lower volume -- u have it backwards.

    U are also missing the share unlock up which will come right before the binary event. It's in tute best interest to take the stock higher using short interest to do so - short, shake, cover, slingshot. How much higher? I estimate the company is worth as of right now before binary, about $300M. Positive data is all but assured, The question remains how positive. Regardless, signal on AML indication is good to warrant a planned Phase III in June. I have no reason to expect signal will not be as good, if not better to add the MDS indication into the multi center 450 patient study. This would then value $MEIP over $400M (comparable = $GERN) and there will likely be a large pharma partner. It does not get more favorable than this. What is it you favor, a guarantee?
    Feb 26, 2015. 05:13 PM | 6 Likes Like |Link to Comment
  • Synthetic Biologics Under The Radar With Upcoming Multiple Sclerosis Data Catalyst [View article]
    Yes, I do not trust management here
    Feb 15, 2015. 08:45 PM | Likes Like |Link to Comment
  • 3 Stocks That Should Move Significantly Higher Soon [View article]
    Less than 3 months, more than 1 :)
    Jan 31, 2015. 02:55 AM | Likes Like |Link to Comment
  • 3 Stocks That Should Move Significantly Higher Soon [View article]
    Your pick is a pink sheet. Please do not spam comment feed, thanks!
    Jan 29, 2015. 09:10 AM | 3 Likes Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    Yes
    Jan 9, 2015. 05:08 AM | 1 Like Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    $INVE was nearly insolvent a in Nov. 2013 when urrent management took over. As Jason Hart informed me in a conference call, they tried to sell it to private equity, but no takers. Since then, the company is nearly break even, has $40M in cash in hand, and a credit line with Opus that has doubled from $20M to $40M with Opus moving lump payment to 2017. All of this tells us the company is in play as an acquisition and we think it will be acquired soon.
    Jan 4, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    OTIV is a terrible company, with little cash on hand, poorly managed, and lacks innovation and IP. In addition, OTIV PR's have been guilty of incredible pump and dump. As an example, during the iPhone 6 NFC spec, OTIV pr'd how they might have tech to benefit it. Stock rose 70% in which company insiders used to dump a ton of shares. That is a huge red flag for those of us who understand the difference between poor dishonest management and good honest management.

    OTIV - stay away!
    Jan 3, 2015. 03:59 PM | 1 Like Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    It's not a semiconductor company. Please do better DD before making comments like that. Also. 4.5 sales to price is industry standard. In addition, learn DCF as well, thanks!
    Dec 23, 2014. 11:51 AM | 2 Likes Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    $26 to $31
    Dec 23, 2014. 03:30 AM | Likes Like |Link to Comment
  • Identiv Goes On The Record With NFC For Disney Infinity Toys: Star Wars Infinity Toys Likely Next [View article]
    Depends on market next year what any potential buy out would be. It also depends on how well a newly hired IR team does + the company's intended road show in Q1. So, the stock would need to trade up to 25 to get 40. Reasonably possible, but it needs things to fall in place right.

    I would think someone like VZ, Sprint, CSCO would be candidates. Also, Entrust is looking to go public, so a reverse merger could work there as well.
    Dec 17, 2014. 09:10 PM | Likes Like |Link to Comment
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