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  • Market Inefficiency Offers Discount On Agios [View article]
    I am sorry, I respectfully take issue with that valuation assessment.

    First its about the platform, not one cancer type, which is what interests CELG, maybe others.

    The list of solid tumors covers all the big ones. I have seen market caps for any one of these cancers for companies equal or well exceed Agio's current market cap. (I.e.Prostate, Melanoma...and many others).

    I think you assessment on value is more applicable to some of the other bio's that are as big as Agio's or bigger with no real results yet., some of the CAR-T's for example. Or some of the tech plays like Snapchat versus making a shallow valuation on a Co with a possible standard of care for many cancers?
    Jul 4, 2015. 09:18 AM | Likes Like |Link to Comment
  • Where Is The Cellceutix Beef? Here Is The NY Strip! Filet Mignon To Come! [View instapost]
    Reminds me of RCPT before it took off. CTIX may have a better pipeline.
    Jun 20, 2015. 03:44 PM | Likes Like |Link to Comment
  • Celgene and bluebird to focus on anti-BCMAs in new three-year collaboration [View news story]
    My thoughts exactly. I'd have puts on Blue going into the conference to protect any gains. CAR-T in general, may not pan out like folks think...look at PUMA's results...analyst's still putting lipstick on that pig.
    Any so-so data at the conference will send this into a free-fall in my opinion. If the economics, production hurdles, etc...were viable, Celgene would be the first to put up the cash.
    Jun 7, 2015. 11:39 AM | Likes Like |Link to Comment
  • Agios May Jump Like Bluebird On Important Data Next Month [View article]
    I think it's more about proving the platform. If data is good it further supports the platform AGIOs is which the price is no where priced in... I get a kick out of posts that point to AGIO's market cap. What is a justified market cap for cancer cures, which is what Agio's targeted platform approach is about, and more than justified on what they have presented to date. What about Blue's and some of these other bios market cap? Or for that matter Co's like Snap Chat, Twitter, Tesla, to name a few. Doesn't Blue need drugs(Cart-T) that inhibit proteins to work really well, like Agio's pipeline. After Celgene's curtailing of it's investment Blue's in pipeline...I'd be a little cautious of Blue's data announcement, that they don't try to put lipstick on a pig. Cramer didn't even mention this, yet you know he is keenly aware, and went on to pump the stock the next day, which has me wondering that he dumped a large part of his position in Blue going into the conference. It will be interesting.
    Jun 7, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • Bristol-Myers may be mulling bid for Celgene [View news story]
    JNJ is looking to buy a world class oncology pipeline. If they were considering CELG, maybe this will hurry up their plans.
    Apr 25, 2015. 08:04 AM | Likes Like |Link to Comment
  • Cellceutix: Why An Uplisting Is Not Possible Right Now [View article]
    They filed for uplisting on Thursday 2/05, Bleaker publishes this article on why they can't Friday 2/06... LOL...Bleaker you are fired!
    Feb 9, 2015. 08:58 AM | 3 Likes Like |Link to Comment
  • Cellceutix: Why An Uplisting Is Not Possible Right Now [View article]
    The logic used here is the same as CTIX has no approved drugs right this very moment, are you crazy to invest in it? CTIX isn't on a major exchange at this very moment are you crazy to invest in it? My, my, my... Companies have goals my friend, nothing wrong with stating them. I don't see how up-listing will be an issue, if the science proves itself...and if it does prove out, CTIX will be selecting the best partner amongst many.

    Based on the volume after this article came out, it looks like this article had about a zero impact. Bleaker what ever hedge fund, investor, or fund is paying you.. you may have just been fired. It could be you are collecting $$$ on hits on this article and/or you trading your 100 shares shorts. Seriously, you really should look for another profession.
    Feb 8, 2015. 10:01 AM | 3 Likes Like |Link to Comment
  • Cellceutix Undervalued By 90+%; Expect A Short Squeeze Soon [View article]
    meant CTIX
    Feb 3, 2015. 09:47 PM | Likes Like |Link to Comment
  • Cellceutix Undervalued By 90+%; Expect A Short Squeeze Soon [View article]
    Karin, thanks for spending your time giving an overview of the potential drugs in CRIX's active pipeline. I am surprised SA published it, maybe I'll give SA another chance. All most of us want is insight good and bad, not how office furniture is depreciated or comparisons to non-applicable biotechs. I think you are conservative on the up side. I compare Kevertin to AGIO and B to CEMP.
    Jan 31, 2015. 06:20 PM | 2 Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Matija, always appreciate your articles...because they are well thought out. I think it could very well be what you are saying. If you noticed these posters are carry overs from NNVC and prior. It could be they shorted and lost big, or it could be a Hedgefund shorted NNVC and piior Co's and got burned and they want revenge. It seems personal, and not rationale. I short stocks too, but I am very careful, CTIX would not be a stock I would consider shorting. When I lose $$$, I just move on, busines is business. These guys are taking it personally and really stretch what they call evidence. I really think they believe it is evidence, because is supports their feelings, notice I said feelings. Or as you say, the tree is being shaken for shares. I've been loading up., was very concerned about Kevetrin prior to the news, and thought the shorts could very well be right on that drug, but the news really turn out to be great news. I really was playing CTIX for the antibiotic play like I have done with Trius, DRTX, TTPH, and CEMP. Kevetrin now maybe their lead drug.
    Jan 26, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • Cempra Has Insider Interest And A Blockbuster Anti-Biotic: Buy [View article]
    Great article. My thoughts are CEMP should go it alone, if they can't get a high price in a buyout. You are right about the risks on marketing..etc. I owned DRTX, and definitely was glad they got bought by ACT for the reasons you site here. The thing with CEMP, is the market for their drug is very large and the need is great.
    Jan 25, 2015. 10:12 PM | 2 Likes Like |Link to Comment
  • Does Cempra Have The Next Blockbuster Drug? [View article]
    Thanks for the very good article! Love CEMP, believe it will go much higher.
    Jan 25, 2015. 10:08 PM | Likes Like |Link to Comment
  • Valero Now Belongs In An Income And Value Portfolio [View article]
    Bret, excellent article once again! I have difficulty in analyzing VLO, PSX and MPC each one I analyze I can't decide, which one is I bought all 3. Can you explain why refiners got pounded with the energy sector decline based on oil prices? Is it ETF's. Thanks Bret!
    Jan 25, 2015. 10:01 PM | Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Prove it, show us some credible evidence. If you can't you shouldn't post here anymore.

    Meanwhile, CTIX did prove something to the FDA, QIDP. B is all it takes my friend for this to be a winner.
    Jan 25, 2015. 09:21 PM | 2 Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Geez didn't think they were any more un-civil than others. Help me out, do these sound better?

    Author, your focus on the past acquisition of furniture was a bit off base. Please don't be offended! If you could next time, would you add some analysis on the drug's in the pipeline, and there potential? Thanks!

    Or how about this one. Author, your accusations on Dr. Menon, I believe are out of line, and shouldn't be discussed given the present decorum of Seeking Alpha contributors, and fellow followers. I would if I may extend that to your accusations of the management team. Please don't be offended by my suggestions -- Author, I couldn't come up with a better word than accusations.

    Is that better? BTW, I hear SA is coming out with another slam on Monday, hope that isn't true. If they do it tells you how the recent-Kevetrin news really puts their short positions in one heck
    of a bind.
    Jan 25, 2015. 10:13 AM | 4 Likes Like |Link to Comment