Seeking Alpha

rolandx

rolandx
Send Message
View as an RSS Feed
View rolandx's Comments BY TICKER:
Latest  |  Highest rated
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    Just added another presentation for September 9th. Somebody must want to talk about some good news?
    I'm guessing it will be about the $100M plus revenues Siga is seeing this quarter. Hope to hear some extrapolation of what it may mean for PIP down the line. Would also like to hear more about Protexia and government interest in PER.C6 line of production.

    Have been waiting for a dip to add to my position. Thought I could buy on the cheap. It doesn't look like it will happen.
    Sep 5 12:34 PM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    Larry,

    "Aren't some of the details of programs like this shielded from our sight"

    "After we completed a Phase I clinical study for that product and demonstrated that the BChE was effective in binding organophosphates, the DoD came back to us and asked us for a plan to produce a much larger amount of product that they would be interested in acquiring. The specific number was classified, and that number wasn't given to us, but it was far beyond the production capabilities of the transgenic system. "

    As the PER.C6 platform has been ramping all year, may be able to supply a couple of thousand emergency use doses???
    Sep 5 12:20 PM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    Larry,

    "The market is never rational. We are dependent upon it's irrational swing to give us our buy \ sell opportunities." The market hardly knows PIP exists. Some day traders pass by and create a stir before moving on. The big investors really don't look at 'em until they are at least in the $5 level. I guess that put us in the "irrational swing" and hopes of picking up more at even cheaper levels.
    Sep 2 12:27 AM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    PharmAthene turned to Crucell and PER.C6earlier this year. Last quarter managment had this to say:

    "In addition to these latest nerve agent binding data, we have recently demonstrated that rBChE produced using the PER.C6 ® human cell line is readily scalable with greater than 99% purity," commented Dr. John Troyer, Vice President, Chemical Defense Product Development. "Moreover, the PER.C6 ® manufacturing platform yields up to two thousand-fold more product per liter than human plasma-derived BChE. Pharmacokinetic testing is currently underway and we expect to begin non-clinical efficacy testing in the coming months."

    Who knows what top secret preparations are going on?

    PER.C6 has been around for years and is producing products that are on the market. Some partners listed on Crucell home page:

    ( Vaccines Proteins/Antibodies Gene Therapy)
    Vaxin
    GSK
    Ark Therapeutics
    Merck & Co.
    MorphoSys
    Merck & Co.
    sanofi pasteur
    Talecris Biotherapeutics
    Transgene
    Tibotec (J&J)
    Medarex
    TapImmune
    Harvard School of Medicine
    Daiichi Sankyo
    Vascular Biogenics
    Okairos
    MedImmune
    Elm Biotech
    Novartis
    CSL
    NeoTropix
    Transgene
    Invitrogen Corporation

    I think the DOD is going to be comfortable when a couple of mass animal trials are completed. Only question is how fast can rBChE can be produced to do these trials. An answer coming in the next 30 days?

    Keeping an eye for quantity potential Pharmathene says looks possible. Good news and I plan a sizeable investment here.
    Aug 28 04:11 PM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    DOD is happy with the drug, several companies have their toe in the water with BChE. DOD wants someone who can do it in quantity and at a reasonable price.

    "After we completed a Phase I clinical study for that product and demonstrated that the BChE was effective in binding organophosphates, the DoD came back to us and asked us for a plan to produce a much larger amount of product that they would be interested in acquiring. The specific number was classified, and that number wasn't given to us, but it was far beyond the production capabilities of the transgenic system. "
    Aug 28 03:59 PM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    About how fast forward the work could be ramped:
    News from another DOD order could also be coming. From Q4 2012:

    After we completed a Phase I clinical study for that product and demonstrated that the BChE was effective in binding organophosphates, the DoD came back to us and asked us for a plan to produce a much larger amount of product that they would be interested in acquiring. The specific number was classified, and that number wasn't given to us, but it was far beyond the production capabilities of the transgenic system. So we looked for another expression system, one which was more familiar to the DoD and have produced proteins in large scale before. So we worked with Crucell at the time...
    Aug 28 03:54 PM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    Also wanted to say thanks for sharing your due diligence with the rest of us. Goldman had a very positive, though indirect, view on Theraclone:

    Goldman Sachs' recent list of eight "disruptive technologies" included new therapies to fight cancer, drugs that promise to upend the pharma industry in the next few decades. Most promising is immunotheraphy
    http://bit.ly/19HxZVz

    It wouldn't surprise me if the merger is altered or terminated, per 8-K, pending positive news.
    Aug 20 06:17 PM | Likes Like |Link to Comment
  • How PharmAthene And Theraclone's Assets Will Enhance Shareholder Value [View article]
    Jeff,

    Thought you might be interested:
    Parsons Allows PharmAthene to Introduce Vaccine Profit Data on Remand

    Read more: http://bit.ly/14h9eLB

    Positive surprise for me, I'm long PIP.
    Aug 20 05:31 PM | Likes Like |Link to Comment
  • SIGA Technologies Vs. PharmAthene: A Comprehensive Analysis Of The Legal Issues [View article]
    In the context of proposing terms substantially different than the term sheet, the court described “bad faith” as:

    ”not simply bad judgment or negligence, but rather it implies the conscious doing of a wrong because of dishonest purpose or moral obliquity; it is different from the negative idea of negligence in that it contemplates a state of mind affirmatively operating with furtive design or ill will.”

    Siga really needs to try and settle out of court.
    Jun 6 05:59 PM | 1 Like Like |Link to Comment
  • SIGA Technologies Vs. PharmAthene: A Comprehensive Analysis Of The Legal Issues [View article]
    Stock prices often get it very wrong. A good example being DOW's attempt to renege on a buyout agreement with Rohmm & Haas. A high profile case where you would expect lawyered up big money and investors to have easily bet correctly:


    2 December 2008
    Shares of Rohm and Haas plunged $13.37, or 37%, to $50.19 in Monday morning trading....The merger arbitrage spread on Rohm and Haas has widened to $27.81, or 55.4%, indicating growing scepticism among investors that the deal will go through on the original terms, if at all.
    http://bit.ly/10MQwda

    9 March 2009: Dow and Rohm and Haas reach a settlement, under which Dow will take over the company by the agreed-upon price of $78/share. Late fees will boost the cost to nearly $79

    http://bit.ly/15wniim



    Jun 3 07:55 PM | Likes Like |Link to Comment
  • SIGA Technologies Vs. PharmAthene: A Comprehensive Analysis Of The Legal Issues [View article]
    If Mr Market continues to lower the price I'm willing buy shares. Lower please?

    STEELE, Chief Justice

    A. Facts

    By the end of 2005, both SIGA's and PharmAthene's (((conservative estimates))) valued ST-246 at approximately $1 billion.

    http://bit.ly/ZoFs50

    I'm actually more interested in Sparvax and what it could do for shareholders. Cheaper PIP shares always welcome in my portfolio, please?
    Jun 3 02:47 PM | Likes Like |Link to Comment
  • The Altucher Effect [View article]
    Trovagene to be Added to Russell Microcap Index
    Press Release: Trovagene, Inc. – Mon, Jun 25, 2012 6:00 AM EDT

    The stock ran up nicely. Did you sell any of your shares?
    NANO did the same thing. Did you sell?

    PIP just look dead in the water. Any update? Have you sold your shares in PIP?
    Jul 30 03:23 AM | Likes Like |Link to Comment
  • Fibrocell Science: Interest Increasing With Wednesday's FDA Action [View article]
    "It was also marketed in the United Kingdom between 2002 and 2007"

    Patient satisfaction must have been a problem? Why d/c?
    Jun 23 12:45 AM | Likes Like |Link to Comment
  • ImmunoCellular Therapeutics' Resemblance to Dendreon - At a Fraction of the Cost [View article]
    Over 60,000,000 shares fully diluted 9/30/2010

    Common stock to be outstanding after the offering

    49,249,211 (1) (2) (3)

    item #2
    (2) Does not include 11,009,996 shares of common stock issuable upon the exercise of outstanding options (with exercise prices ranging from $0.15 to $1.35 per share) and 2,088,173 warrants (with exercise prices ranging from $1.15 to $1.50).

    secfilings.nasdaq.com/...=

    Seeking Alpha? There are some authors worth following, a lot of pump and dump to beware of.
    Feb 8 01:27 PM | Likes Like |Link to Comment
  • ImmunoCellular Therapeutics' Resemblance to Dendreon - At a Fraction of the Cost [View article]
    IMUC's market cap is much higher if you look at it fully diluted, over 50 million shares.

    Odd, Seeking Alpha puts out an article on this one almost daily???
    Feb 4 12:43 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
45 Comments
15 Likes