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megapix

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  • Short On Oculus: Wound Care Company Has Left Dirty Scars [View article]
    Going very long. I have seen a report published by Ingerdick that suggests the stock is going to surge based on its proprietary formulation of Microcyn. This is great news and bodes well for the stock.
    May 19 07:52 PM | 1 Like Like |Link to Comment
  • Short On Oculus: Wound Care Company Has Left Dirty Scars [View article]
    Is Dwalldumb part of the wall street gangsters ? Real good investigation ? Its quite similar to the N.Y. post if that's your reference point.
    OCLS will charge ahead, shorts aside. This was just a public mugging.
    May 11 10:10 PM | 1 Like Like |Link to Comment
  • Antares: Challenger Emerging Against 400-Year Old Condom [View article]
    what's wrong with Ramsey's ?
    May 6 01:07 AM | Likes Like |Link to Comment
  • Oculus And NovaBay: 100% Upside Potential [View article]
    It's just the beginning of the run. Pound it to death....if revenues keep ramping, IPO is an ok success, and distribution continues to expand..we have a $20 stock. That's only a 100mill market cap. And I bet there are added plans to significantly expand the products lines using the same distribution channels. We are the very beginning of a very nice run..with what appears to be very minimal risk. No FDA time bombs etc.
    May 5 11:53 PM | Likes Like |Link to Comment
  • Oculus And NovaBay: 100% Upside Potential [View article]
    oh..by the way John..did I hear you say you have two more just like OCLS ? Could you repeat those again please.

    Thanks.
    May 3 01:56 AM | Likes Like |Link to Comment
  • Agenus: Near-Term Drivers With A Market Opportunity Over $17 Billion [View article]
    wow..whats better AVEO or AGEN ???
    May 2 10:29 PM | Likes Like |Link to Comment
  • Oculus And NovaBay: 100% Upside Potential [View article]
    John...many thanks to your cogent analysis. I was lucky enough to jump in and make a ton on this. The more I look at this stock, the more I see just the beginning. Even at 6 today..its just starting to catch up to where it should be. Seems the stock should really be sitting at 7 to 9 as we stand today. Throw in the IPO, continued growth, and another approval..I clearly see how this could be $20 plus stock. That's really only a 100million cap company. If the company uses this as a base, I think we could see a very fast growing health care company.

    Up to what price would you say is a "safe and prudent " buy? Thanks again !
    May 2 12:02 PM | Likes Like |Link to Comment
  • Small-Cap Biotechs That Could Make Big Moves This Week [View article]
    forget all these stocks..just buy PSTI and CUR and all your troubles will go away......
    Dec 12 03:43 AM | Likes Like |Link to Comment
  • Cel-Sci's Successful Safety Review Not Yet Factored Into Valuation [View article]
    nice article Ray..any idea why PSTI is so weak..is this a real buying opp ? What immediate catalyst do you see for PSTI ?
    Nov 2 05:04 PM | Likes Like |Link to Comment
  • Why Buying iBio Makes Good Sense [View article]
    its the reverse oscillator with a double top..can't you see that ???
    Aug 1 09:11 PM | Likes Like |Link to Comment
  • Arena Pharmaceuticals: How Good Can It Get? [View article]
    MM..always absurd in his estimates. I can only guess that he will keep trying and one day one will pan out and then he will attempt to claim victory. His newsletter picks have the right thesis, but his hype is close to fraud. So if you can separate the two, you could gain some knowledge.

    Philly Dan..an arrongant SOB just too wrapped up in him self. ARNA right or wrong.

    ARNA..will likely double in price from here if approved. Dramatic MM predictions are totally absurd, but could come true. But its kind of like predicting you will get laid every night for the next week. Possible, but not very likely.

    Shane..give the man a break. He offered an opinion with some research. The zealous attacks are really from bigots that don't want to hear an opinion unless its there own.

    Good god..there are other stocks. I would stay way from it purely because its a MM hype stock...even though it could be for real.
    Jun 25 11:29 PM | Likes Like |Link to Comment
  • Why It's Time to Sell ImmunoGen [View article]
    Guess this makes all these insiders pretty dumb.....
    For the record...IMGN is more likely to be bought out over the next 6 months than SGEN...far more strategic and real revenue in the pipe..


    Did anyone notice the SEC filings from today. Over 1/2 million shares ACQUIRED through options exercise at price above the current market. Now, I realize Insider buying is not a perfect indicator. However, when you've got them acquiring these many shares at these prices I'd say it's a pretty positive sign. Take it from someone who's been involved in & out (currently in) on this stock for well over a decade and wondered if insiders would EVER buy shares.

    Teresa Wingrove – VP of Regulatory Affairs – Exercised option to ACQUIRE 20,000 shares at $15.20 on 07/22/2011

    Peter Williams – VP of Business Development – Exercised option to ACQUIRE 50,000 shares at $15.20 on 07/22/2011

    Craig Barrows – VP, General Counsel – Exercised option to ACQUIRE 55,000 shares at $15.20 on 07/22/2011

    Greg Perry – Chief Financial Officer – Exercised option to ACQUIRE 100,000 shares at $15.20 on 07/22/2011

    James O’Leary – VP - Exercised option to ACQUIRE 65,000 shares at $15.20 on 07/22/2011

    John Lambert – Executive VP - Exercised option to ACQUIRE 100,000 shares at $15.20 on 07/22/2011

    Daniel Junius – CEO - Exercised option to ACQUIRE 180,000 shares at $15.20 on 07/22/2011
    Jul 26 02:44 PM | Likes Like |Link to Comment
  • Why It's Time to Sell ImmunoGen [View article]
    Biotech investor who is long IMGN.
    Jul 25 11:48 AM | Likes Like |Link to Comment
  • Why It's Time to Sell ImmunoGen [View article]
    IMMUNOGEN (IMGN)
    As we have been preaching for long, A Jefferies and Co. analyst started covering shares of Immunogen (IMGN)
    with a "Buy" rating, stating that the company's drug candidate T-DM1 will become a standard treatment for advanced
    hormone-resistant breast cancer, replacing Roche's drug Herceptin. He said T-DM1 is safer than Herceptin,
    and said he thinks the drug will be approved as a secondary treatment for breast cancer in 2013, as a
    primary treatment in 2015, and as a supplemental treatment by 2018.
    Prohost beieves that the great value of Immunogen, in addition to the T-DM1 drug and other drugs in the firm’s
    pipeline resides in its conjugated monoclonal antibody technology. This antibody can improve the safety and
    efficacy of many cancer drugs whether approved or investigational. It is rather a drug delivery vehicle that could
    become the standard treatment for many cancers. In addition, the firm has a pipeline that comprises the firm’s
    proprietary drug, in addition to other firms’ drugs. In the case of T-DM1, it is Roche’s drug Herceptin that is used
    in T-DM1, which combines it together with a cell-killing agent discovered by Immunogen and a linker that releases
    the killing agents at the right time and place inside the cancer cells. We believe that, yes, TDM-1 will eventually
    take the majority of Herceptin's $5 billion in annual sales.
    Do these facts about the drug hint to more possibilities, like for example a possible takeover by Roche?
    Jul 25 11:47 AM | Likes Like |Link to Comment
  • Why It's Time to Sell ImmunoGen [View article]
    I believe you have entirely underestimated where IMGN is at this point. Roche is more likely to by IMGN than any other company at this point. There single largest onco product HERCEPTIN is due to be supplanted with TDM-1. I would suggest this makes IMGN an incredible asset. In addition, IMGN's payload technology is far more potent than IMGN's .


    Something to think about the fact that using ImmunoGen’s (IMGN) TAP technology makes targeted cancer drugs beat their own efficacy. This reality seems to be increasingly considered by cancer drug developers. Using ImmunoGen’s technology enables approved, or investigational targeted cancer drugs developed by pharmaceutical companies to gain extra-efficacy as first line treatments, in addition to overcoming cancer resistance in case of recurrences. The oncology drug developers would love to see their same products bring better safety and efficacy, cover more patients and succeed if recurrences occur.
    Yesterday, after the end of the market session, ImmunoGen announced it has earned a $2 million milestone payment after Bayer HealthCare Pharmaceuticals, submitted an investigational new drug (IND) application for its cancer drug BAY 94-9343 in development using Immunogen’s technology. The drug is a promising therapeutic for mesothelin-expressing cancers. Daniel Junius, ImmunoGen President and CEO said, "In addition to BAY 94-9343, we expect five other TAP compounds to advance into clinical testing in the next twelve months - two developed and wholly owned by ImmunoGen and three through our collaborations with other companies. Overall, we anticipate that there will be twelve TAP compounds in the clinic by this time next year."
    Mesothelin is highly expressed on mesotheliomas and on many ovarian and pancreatic carcinomas. BAY 94-9343 consists of a Bayer HealthCare antibody that targets mesothelin with ImmunoGen's DM4 cancer-cell killing agent attached, using one of ImmunoGen’s engineered linkers. In preclinical testing, BAY 94-9343 demonstrated potent, targeted anticancer activity against mesothelin-expressing tumors.
    ImmunoGen has granted Bayer HealthCare exclusive rights to use ImmunoGen's maytansinoid TAP technology to develop anticancer treatments that target mesothelin. ImmunoGen is entitled to receive milestone payments potentially totaling up to $170.5 million for each resulting product, plus royalties on sales.
    This is not all. More agreements are expected to be signed with other firms following the validation of ImmunoGen’s technological capability. The validation emanated from previously announced results, especially, with T-DM1, with Roche’s drug Herceptin incorporated into the TAP drug for HER2 breast cancer. The technology is being validated in preclinical experimentation as with Bayers’ drug BAY 94-9343 and five other TAP compounds that are advancing into clinical testing.
    These new products add to ImmunoGen’s pipeline products that are already in mid- and late- clinical trials. Two of the newly comer drugs will be added to the products that are wholly owned by ImmunoGen.
    We are long IMGN.
    Jul 25 11:47 AM | 1 Like Like |Link to Comment
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