Seeking Alpha

Joe Springer's  Instablog

Joe Springer
Send Message
We love the royal "we". Email joespringernews@gmail.com to be added to our free newsletter. Check out our record picking stocks: http://seekingalpha.com/article/1896981-6-doubles-in-a-row-and-2014s-top-pick Please follow us on Twitter and subscribe to our Youtube channel:... More
  • I Am You See 101 comments
    Jul 15, 2013 10:12 AM | about stocks: IMUC

    I Am You See = IMUC

    Email joespringernews@gmail.com to be added to my free newsletter, I sent this out Friday morning:

    Hey guys,

    It will be a couple weeks before I am done writing, but I wanted to give you a heads up that I'm researching a stock for an in-depth article. The last three stocks I wrote about in depth are up about 100%:

    seekingalpha.com/article/1456761-5-reaso...

    seekingalpha.com/article/1254581-5-reaso...

    seekingalpha.com/article/1106981-3-reaso...

    This stock is Immunocellular Therapeutics (NYSEMKT:IMUC).

    IMUC has an immunotherapy platform that targets cancer stem cells. They take dendritic cells from a patient with cancer and teach these cells to recognize cancer stem cell markers (antigens). They re-inject the dendritic cells back in the patient, and the DCs initiate a response from t-cells to go after the tumor stem cells. They are in trial for this in terminal brain cancer (glioblastoma multiforme), but the platform can be used for many other cancers and they are starting 2 more trials this year (one for ovarian cancer, another for recurrent glioblastoma). Their first glioblastoma study was just a small phase I study, but the results were extremely encouraging by cancer treatment standards -survival times nearly doubled, and 6 of 16 patients were still alive after 4 years. The current study is phase 2 but there is plenty of precedent that they could get approval from this trial if the results are good enough (because the disease is so fatal and there are no good treatments).

    Here are the results from the phase I study:

    http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3541928/#!po=20.8333

    Here is a presentation from the company:

    http://www.imuc.com/pdf/2012/other/IMUC%20MP.pdf

    And here is some background on cancer stem cells:

    http://docs.abcam.com/pdf/cancer/biology-cancer-stem-cells-poster.pdf

    Interestingly, IMUC also just got removed from the Russell 2000 at the end of June (valuation reasons not business reasons) and the stock fell by about 25% since Russell first announced (anticipation of forced selling from Russell-tracking funds).

    IMUC is currently valued a little over $100 million with a share price in the $2s, but the last 3 analyst price targets were $6, $6, and $18. A glioblastoma approval by itself should make for a $1 billion market cap, or about $18. But if the platform proves successful in other cancers, the upside is much higher.

    Please do your due diligence on this if you like it, I like it but there are no guarantees.

    Success to trade,

    Joe

    Disclosure: I am long IMUC.

Back To Joe Springer's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (101)
Track new comments
  • Dennis R. Mahon
    , contributor
    Comments (417) | Send Message
     
    Joe... I really liked the presentation from the company. Looking forward to your article... long IMUC... up 4% this morning Thanks.
    15 Jul 2013, 10:47 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Thanks Dennis.
    15 Jul 2013, 11:29 AM Reply Like
  • Cruban
    , contributor
    Comments (15) | Send Message
     
    You're welcome.
    15 Jul 2013, 11:20 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » You've got a good eye my friend.
    15 Jul 2013, 11:28 AM Reply Like
  • JMattius
    , contributor
    Comments (179) | Send Message
     
    Thanks for sending this to us Joe. I watched the pop on Friday and initiated a position today when I saw the run up happen. I won't miss one of your picks again like I did with MNKD and HYGS. Thanks for contributing.

     

    Cheers,

     

    Jay
    15 Jul 2013, 12:02 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Cheers Jay!
    15 Jul 2013, 12:08 PM Reply Like
  • JMattius
    , contributor
    Comments (179) | Send Message
     
    Hey Joe,

     

    I took some profits today as I suspect a bit of a pull back given that it has made a very strong move from the sub $2 level and especially the last two days. I realize this maybe foolish but, from a technical standpoint, do you feel a better entry in the $2.20 - $2.30 range may materialize? I realize if this goes to $10, these pennies don't matter but too often I have bought a stock on the way up only to take a ride back down and then get caught with dead money for a spell. I'm trying to become a better trader. What are your thoughts? Obviously if this thing continues up tomorrow through $2.70 - 2.80 then I will be buying since that looks like some near term resistance levels. But RSI is close to 70 and this will be overbought soon which may signal a bit of a sell off. Cheers.

     

    Jay
    15 Jul 2013, 06:36 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » I don't know what will happen day to day Jay, you could "trade around" your position - have a portion for the long haul and a portion that you sell high and try to buy back lower, if it does not come back in you still have your other shares..
    15 Jul 2013, 08:26 PM Reply Like
  • JMattius
    , contributor
    Comments (179) | Send Message
     
    Thanks for the reply Joe. I will track carefully and see how she trades over the next few days. I suspect I will be able to get in a little lower but we shall see.....Looking forward to your article. Cheers.

     

    Jay
    15 Jul 2013, 11:43 PM Reply Like
  • ChrisGriffith
    , contributor
    Comments (104) | Send Message
     
    Amen to that JM. Went long IMUC and am liking the price action so far
    15 Jul 2013, 12:08 PM Reply Like
  • Jacob Steinberg
    , contributor
    Comments (814) | Send Message
     
    You already moved the stock! Within the next hour of your post, more than half a million shares changed hands, pushing the price up 13%. Wow!
    15 Jul 2013, 12:12 PM Reply Like
  • BL58
    , contributor
    Comments (36) | Send Message
     
    Great pick. What do you think is the best way to play it (e.g., warrants as MNKD or LEAP)?
    15 Jul 2013, 12:16 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » There are options trading - keep in mind that the current trial is over after a certain number of "events" (deaths) so a successful trial could end up going past the February expiration on the furthest out options, maybe when this Friday's options expire a further out expiration will be available..
    15 Jul 2013, 12:32 PM Reply Like
  • BL58
    , contributor
    Comments (36) | Send Message
     
    Sounds good. I already bought a bunch of Feb calls but not feeling too comfortable with such short time left (though I'm up more than 20% from this morning). Maybe I'll just exercise them in Jan/Feb as they're already ITM. I'll keep an eye on options going further as well.

     

    Excellent pick and thanks once more!
    15 Jul 2013, 12:44 PM Reply Like
  • mattbird
    , contributor
    Comments (19) | Send Message
     
    Does that mean ATRS didn't make the cut? ;)
    15 Jul 2013, 12:30 PM Reply Like
  • genoa93
    , contributor
    Comments (83) | Send Message
     
    good choice. I am long at 2.35
    15 Jul 2013, 01:46 PM Reply Like
  • dc21
    , contributor
    Comments (14) | Send Message
     
    Thank you Joe! Been keeping my eye on this one for a long time! I had bought in earlier this year near highs at $2.75 but then cut for like -5%, been watching this go down, up, down, up...but per your email on Friday I re-established position at $2.21 as $2.05-$2.20 as held pretty well as support. Thanks again...always enjoy your thorough research and look forward to more. God bless Joe!
    15 Jul 2013, 02:14 PM Reply Like
  • Bio Bull
    , contributor
    Comments (240) | Send Message
     
    Took a long position last week. Great stock which should generate a lot of excitement in the coming months. Thanks Joe!
    15 Jul 2013, 09:40 PM Reply Like
  • sheldond
    , contributor
    Comments (1136) | Send Message
     
    I am you see an analyst of some pedigree

     

    They call me Joe far from ordinary

     

    My latest blockbuster is IMUC

     

    Buy today and "lets make some money"

     

    Best,

     

    D
    16 Jul 2013, 08:55 AM Reply Like
  • hatvani
    , contributor
    Comments (123) | Send Message
     
    Why was IMUC removed from Russel 2000? It has been hovering around $2 for awhile now so little change in enterprise value of late. I've been in it for almost a year now. Saw over $3, but holding on for long term and bigger payout.
    16 Jul 2013, 01:09 PM Reply Like
  • ChrisGriffith
    , contributor
    Comments (104) | Send Message
     
    In-line with that question, what would it take for them to get re-listed on the index?
    16 Jul 2013, 01:11 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » With the run up of so many stocks the last year they were no longer one of the largest 2000, end of June of next year it would be re-listed if it has the valuation, should be good for a bump..
    16 Jul 2013, 01:28 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Curious Joe what you think of NWBO as well. Smith on stocks has written several articles concerning both IMUC and NWBO. Both appear to be pursuing similar therapeutic approaches. Do you see a greater upside with IMUC? Also, the next catalyst for IMUC appears to be the top line data for the p2 due in Q4... Do you see anything ahead of that to watch for? As always, thanks for your opinions and articles.
    16 Jul 2013, 10:23 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » I like IMUC more but NWBO is exciting too, I like the cancer stem cell platform from IMUC but NWBO's phase I results were nearly as good, there should be room for a number of immunotherapies in cancer..
    16 Jul 2013, 11:58 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    The peculiarities of targeting a specific form of cancer in these studies results from a cumbersome approval process from the FDA. It would be a great thing to gain approval on the approach itself and shortcut the process when minimal side effects are shown. But it would be unnerving if the two studies addressed the same specific form of cancer. As you mentioned IMUC has a more efficient model for harvesting the cells and producing the treatment. This process is also likely a money maker for IMUC in the future as larger companies decide to enter the realm of immune response enhancing treatments.
    2 Aug 2013, 02:26 PM Reply Like
  • Vanmaarsum
    , contributor
    Comments (44) | Send Message
     
    Wel will get some news in H2 2013 about ICT-140 for ovarian cancer.
    17 Jul 2013, 08:20 AM Reply Like
  • OverSouled
    , contributor
    Comments (125) | Send Message
     
    On my watch list too. But this is a different kind of bet than $MNKD. Lots of drugs with impressive results in small PHI studies never make it to market, and I don't know of a case for why approval of ICT-107 is so likely. Other than potential market and no debt, the factors that sold me on MNKD are not there, esp. a history that suggests very high probability of successful PhIII trial and approval, and likely proximity of significant earnings. Approval after a PhII trial? I hope you have a good argument, Joe, because Smith on Stocks has a number of points against this thesis - http://seekingalpha.co....

     

    For me, the best bet in stem cell stocks is $NBS, long for many reasons. Second, probably $CUR; every investor with an ounce of moral fiber should believe that there will be more Ted Haradas! $IMUC is probably third. But I look forward to your article, since I know you will be doing about 100x more research than I have.
    18 Jul 2013, 01:01 AM Reply Like
  • doors1967
    , contributor
    Comments (5) | Send Message
     
    Oversouled,I agree on $cur,
    31 Jul 2013, 08:53 AM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    @ Doors and OS -

     

    Glad to hear your outlook on $CUR is so positive. I have the same conviction. Hoping the ALS trials go well, but really hoping that spinal cord trials demonstrate positive results, for reasons near and dear to my heart. A lot in the pipeline that appears promising.

     

    .
    31 Jul 2013, 02:44 PM Reply Like
  • doors1967
    , contributor
    Comments (5) | Send Message
     
    Thanks Goinglong,,I'm sure you're as disappointed as I was in $gern,,$NVIV looks interesting too. .As long as there are people like Roman Reed working on this,the futures never been brighter.
    1 Aug 2013, 05:19 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Thanks Doors - I will look into $NVIV. From a technical aspect, two days ago would have been a nice entry. Will do DD.

     

    With $CUR, you have to be impressed (and frustrated) with the Harada story. Plus, $CUR has a very exciting pipeline, and they are gaining exposure in media, partnering w/ NFL alumni, etc. Fingers crossed, but I really believe that regenerative medicines will be the leap forward in therapies that treatments need to make IMHO.
    1 Aug 2013, 05:52 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Smith on Stocks wrote a good piece. But he's not exactly negative considering he's actually LONG IMUC. He's just laying out the facts.
    1 Aug 2013, 07:21 PM Reply Like
  • Bio Bull
    , contributor
    Comments (240) | Send Message
     
    Smith on Stocks is a solid contributor. As long as ownership interests are publicly stated, I appreciate the ideas and critical analysis.
    1 Aug 2013, 08:28 PM Reply Like
  • OverSouled
    , contributor
    Comments (125) | Send Message
     
    No he's not negative, just doubts an accelerated approval after Ph2. I think he and Joe are both right that it's a good stock, went gangbusters last month, lots of potential. When I go long on a risky stock like biopharmas I like to see several good reasons to do so, and here I see maybe a couple. But after Joe releases his tome maybe I'll be convinced I was missing something.
    2 Aug 2013, 12:23 AM Reply Like
  • doors1967
    , contributor
    Comments (5) | Send Message
     
    Theres negative chatter on the CEO of #NVIV,Jason Napodano follows it and has never mentioned any problem with him.They were recently denied an uplisting and are working on moving up to an exchange .I'm hardly a gifted stockpicker but if their primate studies cross over to humans it will be a great breakthrough.
    #CUR,As a Yankee fan,and ALS taking away New Yorks greatest captain,I hope Ted Herada one day gets to throw out the first pitch at the stadium,July 4th the anniversery of Lou"s speech would be fitting.
    2 Aug 2013, 04:31 PM Reply Like
  • Maxxxx li
    , contributor
    Comments (8) | Send Message
     
    another doubling stock! thank you joe, what is your expectation for HYGS's Q2 report? it will be releasing in 2 weeks :D
    18 Jul 2013, 03:17 PM Reply Like
  • anomaly1
    , contributor
    Comments (811) | Send Message
     
    IMUC is a lower cost (more efficient) version of DNDN.

     

    Just as speculative as DNDN.

     

    Can it be hyped?

     

    If it crashes again I would buy near $2
    26 Jul 2013, 01:52 AM Reply Like
  • karibruce
    , contributor
    Comments (26) | Send Message
     
    Thanks Pumpty Dumpty
    29 Jul 2013, 02:42 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    I've been long $IMUC since April of 2010. Got my original investment back and now ride on profit alone, but still Dollar cost average in and out on modest trades. I did the same with DNDN but eventually got spanked but not before harvesting some profits at $52; I broke the rule of getting too attached. The potential is here, and the efficiencies are better than with DNDN. There is sound reasoning behind the medical approach.
    29 Jul 2013, 04:05 PM Reply Like
  • karibruce
    , contributor
    Comments (26) | Send Message
     
    Made a some money on DNDN, already made a little money on IMUC. Lost tons of money on other stuff. Left JAZZ and VVUS too early. It's all Vegas to me. Long IMUC, NWBO.
    29 Jul 2013, 05:03 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    It is good to read the research. $IMUC is standing on the shoulders of $DNDN. Modalities far more reaching and likely translating to other cancer therapies.
    30 Jul 2013, 03:57 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Hi again Joe -

     

    I was wondering as part of your DD if you had come across this older PR concerning IMUC's efficacy in PIIb trials... it is currently circulating since the run up in pps and is somewhat bearish in nature - what say you?
    http://bit.ly/14h7HaK
    30 Jul 2013, 09:35 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » I'll take all comers on the PIIb trial, but I don't think that link works.
    30 Jul 2013, 10:06 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Sorry about the dead link - if this doesn't work I'll email it to you. Thanks for taking the time to check it out.

     

    http://bit.ly/164YMot
    30 Jul 2013, 10:18 PM Reply Like
  • Bio Bull
    , contributor
    Comments (240) | Send Message
     
    I think that link had a similar problem.
    30 Jul 2013, 10:22 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    I'll email it - but if you want to check it for yourself it is in the twitter feed for IMUC - a PR from January discussing a modest outlook on the pIIb trials - suggesting efficacy would be modest for patients with early stage GBM
    30 Jul 2013, 10:30 PM Reply Like
  • Icicle
    , contributor
    Comments (13) | Send Message
     
    Assuming cancer stem cells start the tumor off then hide inside it, I should think anything that targets cancer stem cells would work best at two stages - 1) before you even know you have cancer and all there are are stem cells 2) after conventional therapy has killed or removed the non-stem cell part, or even most of, the tumor.

     

    There are many adjunctive therapies that might also help such as DCA, CoQ10, curcumin, inositol hexaphosphate, liposomal or IV vitamin C, (plus the conventional chemos but I know next to nothing about those as I have a horror of killing off the immune system unless there is significant survival advantage).

     

    One approach to cancer that is often taken is to prevent angiogenesis, that is, prevent the tumor forming itself a new blood supply (anti-angiogenics include thalidomide or bindweed extract). It might be helpful, however, to take the reverse approach when using stem cell marker immunotherapy for two reasons 1) I heard somewhere that a tumor that can't make a new blood supply is more likely to metastasize (send out cells to make new tumors) 2) to get the immunotherapy right inside the tumor via the new blood vessels and target the stem cells I presume are hiding inside it. Anti-fibrotic herbs or aspirin can help pick off any hopeful colonists.
    7 Aug 2013, 10:13 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » OK here is a link that works for me:

     

    http://bit.ly/18QLPVg

     

    Some comments:

     

    "ICT-107 is expected to yield some survival benefit in the Phase IIb trial, synergistic with chemoradiation, said investigator Dr David Reardon, clinical director, Center for Neuro-Oncology, Dana-Farber Cancer Institute, Boston, Massachusetts. A 20%-25% improvement in survival is a reasonable expectation, though not much more. The response is not going to be dramatic, and ICT-107 is unlikely to be a game changer, he added."

     

    This statement is not substantiated, and even if ICT-107 only got 20% (phase I was more than 100%, 38.4 months vs. 18.8) that is more than the last glioblastoma approval, Temozolomide in 2005, and that had worse side effects.

     

    "There is strong evidence ICT-107 should work, Sloan noted. However, he cautioned, by targeting only six antigens on a potentially heterogeneous tumor, the untargeted antigens could cause tumors to recur in a manner analogous to antibiotic resistance. "

     

    Tumor antigen expression is less heterogenous within like HLA groups, and GBM is a death sentence. Even if this effect eventually took hold, overall survival doubled in phase I.

     

    "In Liau's study, patients who were vaccinated using four antigens -- two of which are used in ICT-107 -- did not see any improvement in outcomes before the trial was halted. Although her six-patient study was on a smaller scale than the randomized ICT-107 Phase IIb trial, the results may show the current limits of DC-based vaccines, she said.

     

    GBM is very heterogeneous, there are probably hundreds of GBM-specific antigens, and therefore choosing four or six antigens is likely not sufficient, Liau said. Not being able to find the appropriate antigen may have led to the failure of her study, she added.

     

    In contrast, when DCs were pulsed with the patient's own tumor lysate, GBM patients did better than using commercially available antigens, Liau noted."

     

    ICT-107 had a safety and efficacy mid-point check in, and its trial was continued. And the claim that tumor lysate vaccines are more effective than ICT-107 is wrong. If she's referring to NWBO's tumor lysate, the median survival was 35 months (which is gang-busters), compared to ICT-107's 38 months. If she's referring to something other than ICT-107 that is misleading.

     

    "The US cancer expert noted immunotherapy would work best in low-grade gliomas. Large cancers overwhelm the immune system, therefore earlier-stage patients would be better candidates, he said. For advanced cancer, immunotherapy cannot do much, he added. A vaccine approach for slow-growing, low-grade tumors for patients in their 30s and 40s makes sense, Reardon said."

     

    The Phase I trial was all grade IV gliomas (glioblastoma), has the expert not heard?

     

    "The Phase IIb trial is an exploratory study and will serve to figure out the best patient population for Phase III development, Ho said. He noted the company did not want to shrink the market size by limiting the patient population in the Phase IIb trial. "

     

    There is PLENTY of precedent that this vaccine goes to market after this trial. Two thirds of non-cancerous orphan drugs get approved on "flexible rulings":

     

    http://bit.ly/169R64g

     

    And this is a very terminal cancerous disease with no good treatments. The bar is set very, very low.

     

    Shrink market size by limiting patient population? That makes no sense. At all.
    31 Jul 2013, 01:03 AM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Thanks Joe -

     

    I don't know if you received my email, but this "paper" was being disseminated by a few twitter accounts that are notoriously of the AF variety. Thank you for responding to several of the key points that I believed to be erroneous but, not nearly as up to speed on the trial designs, science, etc., was hoping you could address - and you did. Much appreciated!
    31 Jul 2013, 07:46 AM Reply Like
  • big_Al23
    , contributor
    Comments (2) | Send Message
     
    Thanks for the link Joe and copy and pasting it. IMUC had a big pullback yesterday. A great opportunity to get in. Did you submit the article yet? Looking forward to reading it. You the man Joe!
    31 Jul 2013, 09:59 AM Reply Like
  • aaeid
    , contributor
    Comments (33) | Send Message
     
    Hi Joe,

     

    You promised on 12th July that the article will be ready in 2 weeks, that is 26th July. Why did u postpone???? When will u publish it??
    31 Jul 2013, 09:59 AM Reply Like
  • duckraider
    , contributor
    Comments (12) | Send Message
     
    "It will be a couple weeks before I am done writing."

     

    Not sure how that becomes a promise of a two week deadline. Patience
    31 Jul 2013, 12:25 PM Reply Like
  • zigattias
    , contributor
    Comments (31) | Send Message
     
    What's wrong with he is not your friend. Your question is aggressive
    1 Aug 2013, 09:46 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Did you buy August call options? Tick tock tick tock! lol
    1 Aug 2013, 10:16 PM Reply Like
  • ChrisGriffith
    , contributor
    Comments (104) | Send Message
     
    Yeah aaeid, calm down. He's on his own schedule, not yours. You made your bed, now lie in it
    1 Aug 2013, 10:29 PM Reply Like
  • aaeid
    , contributor
    Comments (33) | Send Message
     
    Where is the article???
    31 Jul 2013, 10:00 AM Reply Like
  • Dennis R. Mahon
    , contributor
    Comments (417) | Send Message
     
    Patience guys... Joe does have a real job, too... and he likes to do things right. Stay calm... buy a little more...
    31 Jul 2013, 11:13 AM Reply Like
  • dc21
    , contributor
    Comments (14) | Send Message
     
    Holy balls Batman will everyone just chill the freak out?!
    31 Jul 2013, 11:29 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Sorry I am not done yet! The article got bigger as it went, be done by this weekend at the latest.
    31 Jul 2013, 12:34 PM Reply Like
  • Dennis R. Mahon
    , contributor
    Comments (417) | Send Message
     
    Thanks Joe... take your time... relax, have a beer... I am you see... patient and appreciative. Tomorrow morning will be interesting for HYGS... it's been fluttering all around... very low volume... looks like everyone's waiting. Good luck and thanks again !
    31 Jul 2013, 12:42 PM Reply Like
  • sheldond
    , contributor
    Comments (1136) | Send Message
     
    Good to know Joe. There has been rampant speculation by some on the web about your article. Yesterday had some particularly interesting price movements.

     

    Take your time. I was interested to know about the other phase 1 they just disclosed. Interesting times for IMUC.

     

    I am also looking forward to HYGS earnings.

     

    Keep up the good work.

     

    D
    31 Jul 2013, 01:06 PM Reply Like
  • peteharmisan
    , contributor
    Comments (12) | Send Message
     
    Thanks for the update Joe and good luck with the article. I'm sure you're going to knock it out of the park. Your articles are very well articulated, precise, factual and respected. It's a shame that most people don't comprehend the amount of time and effort it takes to write an article of your caliber. Keep up the good work!
    31 Jul 2013, 02:56 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Thank you very much Pete and D!
    31 Jul 2013, 05:17 PM Reply Like
  • hs070169
    , contributor
    Comments (2) | Send Message
     
    joe, remember the addendum to Murphy's law, (being Irish it's something I live by),"there's never time to do it right, but there's always time to do it over", your followers prefer you do it right. Thank you for your DD.
    1 Aug 2013, 12:03 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Thank you : )
    1 Aug 2013, 12:25 AM Reply Like
  • aaeid
    , contributor
    Comments (33) | Send Message
     
    Thanks Joe! and good luck to everyone!!
    1 Aug 2013, 08:46 AM Reply Like
  • Gtg007
    , contributor
    Comments (82) | Send Message
     
    Please dont release article before weekend, Wanna buy on Friday before your article releases..:)
    31 Jul 2013, 02:24 PM Reply Like
  • mark woods
    , contributor
    Comments (170) | Send Message
     
    Please let the man work in peace and just know that if he is still working on it he must still believe in it.

     

    So...in the interim...buy more..
    31 Jul 2013, 08:26 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Joe, eventhough we disagreed on MNKD (looks like you were right), I'm a big believer in IMUC. I think this could be a quadruple grand slam. Looking forward to your piece.
    1 Aug 2013, 12:02 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Thank you EOG.
    1 Aug 2013, 12:25 AM Reply Like
  • sheldond
    , contributor
    Comments (1136) | Send Message
     
    Wow EOG,

     

    I appreciate that comment. Well done sir!

     

    D
    15 Aug 2013, 11:28 AM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    I've been trying to tell you brother. Finally!
    15 Aug 2013, 12:27 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Joe - thanks for again for your comprehensive response to the basher release I found (probably the reason your article hasn't dropped yet - too busy answering inquiries from me).

     

    I've got another one for you - at your leisure - specifically, w/ the upcoming Q2 results - $24 mm as of last quarter - modest $3 mm p/quarter burn rate - no immediate trial data pending (?) - this should be a relatively straight forward CC you think? Curve balls?
    1 Aug 2013, 06:05 PM Reply Like
  • ChrisGriffith
    , contributor
    Comments (104) | Send Message
     
    Joe,
    Any thoughts on the earnings announcement August 7th? Anything meaningful that might be said or that we should look out for?

     

    Thanks
    1 Aug 2013, 07:23 PM Reply Like
  • Stogie332
    , contributor
    Comment (1) | Send Message
     
    Joe,

     

    Any thoughts on ARNA?
    2 Aug 2013, 03:11 PM Reply Like
  • jdhobbins
    , contributor
    Comments (2) | Send Message
     
    Thank you Joe. I like the analysts reports that I have secured from Wall street firms that are very positive on IMUC and have terrific expectations on the upside in the next 12 months. I along with everyone else here appreciate your research and input. Thank you for sharing this with us.
    4 Aug 2013, 09:47 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    I had expected some pullback on this stock, but it went up again today on more than twice the average volume. I mentioned earlier that I don't believe the earnings report is the main thing of concern at this point in the company's testing of ICT-107. But any improvement will verify my belief that the process used to produce ICT-107 represents a breakthrough and has merit and value separate from ICT-107. I am long $IMUC
    6 Aug 2013, 04:56 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Take a look at Nov and Feb call volume. If you're banking on a pullback of any significance before you buy, I think you're making a mistake. Also does 50 to 75 cents really matter? This stock will be at $10 after the PII data. Stock will be at $5 once Joe's article comes out.
    6 Aug 2013, 05:39 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    Of course, when I spoke of my belief, it was from my experience working with companies that are waiting for trial results and ultimate decisions of government agencies at some distance in the future. Stocks do not always move by logic, but rather psychology. IMUC has worked its way down not 50 cents or 75 cents, but rather 25 percent. The initial enthusiasm is pricing out of the market. Certainly its price today is a much better deal that on August 6th. I cut my position in half and could now refill the position and pocket the difference. In spite of the potential, which I believe is real, many speculative investors have a much shorter time horizon than the 4 to 6 months we may have to wait. Some view an investment for a day as long term. These moments of enthusiasm come in waves, so you have to be in the water when the wave hits or you miss the impact. Long IMUC, just not as exposed at the moment. I expect to pick up more shares when they reach the 36 events.
    16 Aug 2013, 01:54 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Although well reasoned, if enough people pursue this type of strategy, they will wake up one morning asking God why they waited to buy.
    16 Aug 2013, 02:04 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    The decision to buy has to do with your risk tolerance. What are you willing to risk and for how long. I am long IMUC, but I have more money waiting to invest in the company. I have additional limit orders in place should the company continue to drop. I know further that I am not alone in this approach. It is nothing against the stock or company or my hope that it will succeed. It is my cold, disciplined approach to speculative investing.
    Cheers
    16 Aug 2013, 03:11 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Smart but again, if you truly believe in IMUC, you have to know that 2.70 will be peanuts in the long run. So if you buy at 2.50, 2.30, 2.10, etc. In the end, it really won't matter.
    16 Aug 2013, 04:01 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    As an advisor, I take a prudent man approach. Don't presume my money isn't working while waiting. Some of my more recent investments include, MELI, BIDU, PSX, GILD, CELG, JAZZ and GMCR from the early part of this year. Rather than take capital gains I sell covered call options on the positions to make money on the companies when the stock pulls back. We should also see by looking at CELG and GILD that Biotech is not just moving down on the news, but as a sector. Regardless of IMUC's size, it is still in this sector.
    16 Aug 2013, 04:17 PM Reply Like
  • JMattius
    , contributor
    Comments (179) | Send Message
     
    Guru, I agree to a point. But if you bought at the top at $3.60, you now have a long way to go just to get your money back. Maybe you can't average down because funds are tied up....People buying here at 2.70 get a nice 30% profit if the stock returns to 3.60 while those that bought at the top of the hype just get back to break even. If the stock goes to $10, buyers at 2.70 get a 370% profit where buyers at 3.60 get 280%. Depending how much you invest, these pennies down here can mean thousands at the other end. I took my profits all the way up on this last run and am very glad I did.

     

    I am now actually holding a partial bag as I thought $3.00 was the bottom and re-invested. Now I have some dead money that I cannot re-deploy elsewhere. I like Tiger's approach. But good on both of you and all the best no matter what you do.
    16 Aug 2013, 04:30 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    Thanks J Mattius
    I hope that in my writing I expressed my appreciation for IMUC, and that I am committed to staying long to some extent. I do think it could return to as low as 2.20, but I am comfortable with my current position. Missing some upside is called opportunity loss, but this does not come out of my pocket. There is time to take smaller positions and Dollar cost average into this stock particularly if you have a fee based account and do not pay commissions. There are two main forces that cause people to lose real money, FEAR and GREED. I shall stay diversified and will openly share when I think is a good time to take a larger position in IMUC.
    16 Aug 2013, 04:47 PM Reply Like
  • JMattius
    , contributor
    Comments (179) | Send Message
     
    I am watching carefully to see if 2.60 holds as a support. If that breaks, should get interesting, luckily I have been succesfully trading other names so I do have the opportunity to average down and would probably be forced to if this drops to 2.20 (Yikes!). Have a great weekend White Tiger and all the best with your investments.
    16 Aug 2013, 04:59 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    I think the next point of real resistance is at 2.26 from July 23. But, then I am not a technical trader for the most part.
    16 Aug 2013, 05:26 PM Reply Like
  • WhiteTiger575
    , contributor
    Comments (219) | Send Message
     
    IMUC may have turned today. Volume is up and the price is climbing. This is more than a trickle. The recent article naming IMUC as a possible acquisition target by Roche may have spurred speculative investor interest and may keep the BUY side alive. This is still speculative, please keep this in mind. Long IMUC
    19 Aug 2013, 01:30 PM Reply Like
  • Bio Bull
    , contributor
    Comments (240) | Send Message
     
    EOG, do you know if the article is Alpha Rich now or is that still pending review? I don't have access to Alpha Rich. I figure it will either be Alpha Rich tomorrow or full public view.
    6 Aug 2013, 05:46 PM Reply Like
  • Dennis R. Mahon
    , contributor
    Comments (417) | Send Message
     
    Red... I've heard it is Alpha Rich and coming to the rest of us around noon tomorrow...
    6 Aug 2013, 05:59 PM Reply Like
  • Bio Bull
    , contributor
    Comments (240) | Send Message
     
    Thanks Dennis! Looking forward to the read and hopefully to welcoming some newcomers to IMUC.
    6 Aug 2013, 06:02 PM Reply Like
  • Equity Options Guru
    , contributor
    Comments (146) | Send Message
     
    Same here.. excited to read.
    6 Aug 2013, 07:57 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Hey Joe!

     

    Looking forward to reading the article. Also, any ETA on the next newsletter?
    6 Aug 2013, 07:35 PM Reply Like
  • DrDv
    , contributor
    Comments (14) | Send Message
     
    Joe

     

    I am long IMUC since 2012 . I am looking forward for your article.

     

    What is our thought on PPHM , I think , it has lot of potential going forward.

     

    drd
    7 Aug 2013, 02:02 AM Reply Like
  • ethan.allen13
    , contributor
    Comments (5) | Send Message
     
    Can you explain why the drop in the last week. Is it just shorts taking profits or is there more to this?
    12 Aug 2013, 08:46 PM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » A big part of it was DNDN on Friday.
    12 Aug 2013, 09:46 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Hey Joe -

     

    I think you and everyone else invested here will appreciate this.

     

    http://bit.ly/16UF3dr
    16 Aug 2013, 04:51 PM Reply Like
  • Dennis R. Mahon
    , contributor
    Comments (417) | Send Message
     
    I appreciated it GoingLong... thank you... Best of luck to Boring Patient!
    May you live long and well... whether ICT-107 or placebo !!!
    16 Aug 2013, 05:02 PM Reply Like
  • goinglong2020
    , contributor
    Comments (140) | Send Message
     
    Hey Joe -

     

    Here's another one for you and everyone - you may or may not have seen this young gentleman, but he is also in the ICT-107 trial.

     

    http://bit.ly/14Pv8Be
    19 Aug 2013, 11:09 AM Reply Like
  • Joe Springer
    , contributor
    Comments (2303) | Send Message
     
    Author’s reply » Thank you for these my friend!
    19 Aug 2013, 12:42 PM Reply Like
  • sheldond
    , contributor
    Comments (1136) | Send Message
     
    Hey Joe,

     

    Any thoughts on the Mötley article http://bit.ly/18FCpaQ

     

    talks about possible small oncology companies likely to get bought out.

     

    I also linked this in your epic article.

     

    Best,

     

    D
    19 Aug 2013, 03:06 PM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Most Commented
  1. Fire Away (135 Comments)
  2. I Am You See (101 Comments)
  3. What Is Tonix Worth? (89 Comments)
  4. Hooked On Tonix (64 Comments)
  5. Seattle Super-Tonix (53 Comments)
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.