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jjjorgen

jjjorgen
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  • ASCO Oncology conference: Aeterna Zentaris (AEZS -7.3%) slides after it presented disappointing Phase 3 results for perifosine - one of its lead drug candidates - yesterday. Data from the tests showed no benefit in overall survival when adding perifosine to capecitabine in refractory colorectal cancer.  [View news story]
    I'm guessing you're one of their law clerks trying to drum up participants.
    Jun 4 05:03 PM | Likes Like |Link to Comment
  • Aeterna Zentaris (AEZS) +7.6%, with the main news being the publication of an article describing how the firm's perifosine compound could be used to treat Malignant Pleural Mesothelioma, an aggressive cancer associated with exposure to asbestos. Shares were hit in April after the failure of a Phase III trial for colorectal cancer. (PR)  [View news story]
    Ok, they are. But Keryx was running the trial. So what could a lawsuit actually prove? Again, just a case of lawyers trying to make a quick buck. Nuff said!
    Jun 2 08:00 PM | Likes Like |Link to Comment
  • Aveo And Exelixis At The Finish Line [View article]
    Thanks Prohost! Finally jumped into Exelixis with both feet. After extensive research, and yesterday's NDA filing, it was time. Also wanted to get in before EXEL's numerous Abstract presentations at ASCO. Can't wait to see how these go. Should be up to $7/shr before we know it. Part of our struggle is overcoming the overall poor markets.
    May 31 01:18 PM | Likes Like |Link to Comment
  • Aeterna Zentaris (AEZS) +7.6%, with the main news being the publication of an article describing how the firm's perifosine compound could be used to treat Malignant Pleural Mesothelioma, an aggressive cancer associated with exposure to asbestos. Shares were hit in April after the failure of a Phase III trial for colorectal cancer. (PR)  [View news story]
    Johnny, that would be Keryx, not AEterna. Do you know anything about this company? Just curious. Class Action suits are a joke in the markets, how new are you to investing? Just curious...
    May 31 01:09 PM | Likes Like |Link to Comment
  • Aeterna Zentaris (AEZS) +7.6%, with the main news being the publication of an article describing how the firm's perifosine compound could be used to treat Malignant Pleural Mesothelioma, an aggressive cancer associated with exposure to asbestos. Shares were hit in April after the failure of a Phase III trial for colorectal cancer. (PR)  [View news story]
    There's a lot to like about this company! Yesterday, market value equaled book value. A great pipeline for free. Some interesting information to come out of ASCO will propel us higher. Take a look at my instablog for more information.
    May 31 10:29 AM | Likes Like |Link to Comment
  • Focus On Perifosine May Shift For AEterna Zentaris Investors [View article]
    One final point for the night- Current Market cap ~ $47.85 million, Cash on hand $45 million. No debt. So, for virtually free, we have Cetrotide earnings of $8 to $9 million/qtr, a great pipeline, partnerships, and future interest in pipeline from larger companies.
    May 30 09:33 PM | Likes Like |Link to Comment
  • Focus On Perifosine May Shift For AEterna Zentaris Investors [View article]
    Findings for Perifosine will be discussed at ASCO, will be nice to hear about trial results finally. Also, a number of things are active with AEterna Zentaris currently, as of May 15th:
    Perifosine: decision to pursue Phase 3 trial in multiple myeloma is based on the following factors:

    o Existing preclinical and clinical data

    o Support among key opinion leaders in this field

    o Market opportunity

    o Examples of other drugs (Avastin, Iressa, Sutent) enjoying success after facing setbacks

    o Reasonable investment (about $2.5M) up to interim analysis in Q1 2013

    Perifosine: Yakult trial in colorectal cancer

    o Meeting planned in third week of May to discuss development plans in this indication in Japan

    o Results from the Phase 3 trial in CRC presented by investigator at ASCO in early June will yield valuable information on perifosine .

    AEZS-108 : why Phase 3 trial in endometrial cancer has not yet been initiated:

    o Doxil which was supposed to be used in this trial is no longer available following FDA decision

    o FDA recommended waiting for Ventana companion diagnostic before starting the trial in order to better screen LHRH positive patients

    o Meeting with Ventana this week to get update on diagnostic test

    AEZS-130: why NDA as diagnostic test for AGHD not yet filed

    o FDA has been coming up with many questions on our document / we have decided to answer all FDA questions before submitting our NDA, thus increasing our chances of presenting a document suited to FDA’s requests

    o Meeting planned with the FDA at end of May to discuss this topic
    May 30 05:32 PM | Likes Like |Link to Comment
  • Is GT Advanced Technologies Really A Free Lunch? [View article]
    AL, I'm feeling for you. I feel cheated with a $5.50/shr avg. But I'm holding. Company has great management, financial reserves, and future potential. Hang in there!
    May 29 06:42 PM | Likes Like |Link to Comment
  • GT Advanced Technologies (GTAT): FQ4 EPS of $0.69 misses by $0.02. Revenue of $354M (+30.3% Y/Y) misses by $39M. (PR)  [View news story]
    Furbo, glad to see you're hanging in here with us. Hopefully your wife wasn't to hard on you with the pps drop. ;-)
    May 24 10:35 AM | Likes Like |Link to Comment
  • 6 Profitable Technology Stocks With Cheap Valuations [View article]
    Good for you!
    May 23 01:10 PM | Likes Like |Link to Comment
  • 3 Biotechs To Watch This Week [View article]
    Jessica, Did you end up investing in AVII? I would buy more at these prices, but am concerned about a delisting notice coming soon? Should I wait to add until after I see the impact of this notice? TIA
    May 17 06:55 PM | Likes Like |Link to Comment
  • GT Advanced Technologies (GTAT): FQ4 EPS of $0.69 misses by $0.02. Revenue of $354M (+30.3% Y/Y) misses by $39M. (PR)  [View news story]
    So I listened to every word of the conference call this morning. Was very impressed with GTAT's research and development into new winning endeavors. Understandable with everything I'm reading. So now that I'm pretty heavily invested, not sure where to head on this one? One new little piece of news just out:

    NASHUA, N.H., May 17, 2012 (BUSINESS WIRE) -- GT Advanced Technologies Inc.,
    (NASDAQ: GTAT), today announced that it has received two orders totaling $8
    million from Taiwan-based wafer manufacturer UTECH Solar. One order is for its
    new DSS(TM) 450 MonoCast(TM) silicon growth technology
    and the other order is for additional GT DSS(TM)450HP casting
    furnaces. UTECH will upgrade a portion of their current GT DSS450 casting
    furnaces to begin producing MonoCast(TM) wafers, which will
    strengthen its competitive position as a wafer supplier to meet the expected
    demand for higher efficiency solar cells. In addition, UTECH is also increasing
    its total wafer production capacity with additional GT DSS450HP multicrystalline
    casting furnaces to meet the demand from its key customers.

    "This is the first commercial order for our new DSS
    MonoCast technology, and we are pleased to be working with our long-time PV
    customer UTECH Solar," said Tom Gutierrez,
    GT's president and CEO. "We
    expect that the PV industry will begin to transition a portion of its
    traditional multicrystalline wafer production capacity to new crystalline growth
    technology such as our DSS MonoCast systems that offer wafer producers
    additional revenue opportunities by selling higher value wafers because of their
    inherently better material quality."

    "We are seeing a growing interest from our solar cell
    customers for higher quality wafers capable of producing higher efficiency
    cells," said Ben Pan, executive administrator, Utech
    Solar Corporation. "GT's
    DSS 450 MonoCast technology will give us this capability and the additional
    DSS450HP systems will add to our overall production capacity allowing us to
    increase our competitiveness as the PV industry begins to recover in the coming
    years."

    The DSS450 MonoCast system delivers high mono volume yields. The system features
    advanced hardware and an industry first automatic seed retention feature that
    eliminates dipping and operator intervention between the melt and growth cycles
    helping to automate the process and enabling the production worthiness of the
    DSS450 MonoCast system. Customers currently operating DSS furnaces can migrate
    to the new DSS450 MonoCast system through a field upgrade.
    May 17 05:55 PM | Likes Like |Link to Comment
  • GT Advanced Technologies (GTAT): FQ4 EPS of $0.69 misses by $0.02. Revenue of $354M (+30.3% Y/Y) misses by $39M. (PR)  [View news story]
    There will be threatening back and forth, but the final decision comes in October. I can't blame the U.S. for trying to protect U.S. interests, as we are always bending over to the cheap labor. What would you have them do instead, I'm just curious?
    May 17 05:16 PM | Likes Like |Link to Comment
  • GT Advanced Technologies (GTAT): FQ4 EPS of $0.69 misses by $0.02. Revenue of $354M (+30.3% Y/Y) misses by $39M. (PR)  [View news story]
    This must be what you are referring to:
    The tariffs on Suntech and Trina were lower than the more than 100 percent tariffs sought by SolarWorld USA and six other companies that had complained to the U.S. government about Chinese imports.

    Shares of U.S.-based solar companies rose on the news, with First Solar Inc up 4.1 percent and Sunpower Corp gaining 11 percent. Sunpower Corp was already rallying after Apple Inc said it would use the company's solar panels for its solar farm.

    U.S.-listed shares of Chinese solar companies dipped, particularly Yingli Green Energy, which was off 10.6 percent.

    I'll need to study the potential Polysilicon impact, but 31% was better than 100%. We'll see what additional impact GT says may be forthcoming.
    May 17 04:59 PM | Likes Like |Link to Comment
  • Not participating in today's gains enjoyed by at least some solar players is GT Advanced Technologies (GTAT -16%), which turned in FQ4 results well below Street expectations as its photovoltaic equipment business suffered under a global slowdown in solar product demand.  [View news story]
    I listened to every word this morning, and strongly agree!
    May 17 04:45 PM | Likes Like |Link to Comment
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