Jump to content

rene in geneva

Member
  • Posts

    191
  • Joined

  • Last visited

Everything posted by rene in geneva

  1. rene in geneva

    PVA

    IN REPLY TO A POST BY mminion, Mon 01/03/04 02:44pm [READ POST] T+3 Sell off kicked in... right on time On a psychological level if it closes BELOW 1.00 not a good sign http://www.asxboard.com/html/emoticons/unsure.gif I can hear the screams from here big O!! http://www.asxboard.com/html/emoticons/lmaosmiley.gif
  2. rene in geneva

    AAH

    QUOTE (jarm @ Thu 26/02/04 11:14am) IN REPLY TO A POST BY jarm, Thu 26/02/04 11:14am   [READ POST]</br><div align='left' id='postie1077758280' style='display:none;'> Dear Adder and Bryce The Domantis news will be all good with dramatically increasing value. Their technology has the enormous advantage of being vastly cheaper than the mammalian expression systems that Abbott and J&J are currently locked into. They can produce much more product in any given production facility and at a tenth of the price. Once this (essentially proven) TNF drug hits the market it will obliterate the competition. Domantis can adjust the lifetime of the drug in circulation by simple means that probably simply adjusts the length of polyethylene glycol side chains on a carrier region. These chains do not interfere with binding of either a single chain DAb, a dual chain homo or a dual chain hetero binder capable of crosslinking to two separate targets. So PTD will profit very handsomely from their major share in Domantis generally as well as more directly through having two of the most potentially valuable therapeutic product lines in prospect, a major impact on the RA market and a looming impact on the vastly larger cancer market. A cancer target has now been identified and presumably validated to have progressed so far that is aimed at more than a single cancer type. Any such drug capable of targeting two or more different cancers, and possibly several, will obviously possess a tremendous commercial advantage. Combine that with state-of-the-art formatting and the cheapest manufacturing methodology and PTD could be another CSL in market cap. Certainly the time to market is being shortened by using the new generic approaches of carrier use - only the active needs testing and these experiments are also shortening as a consequence of earlier approvals using similar formats - a critical feature that does not apply to non-immunologics. We will hear more on Friday. jarm I vote to put Jarm on the PTD board!!
  3. rene in geneva

    PVA

    IN REPLY TO A POST BY bartm, Thu 12/02/04 04:47pm [READ POST] May not be the type of deals you think they are! Correct Bart, in regards to matters IP your are dealing with the "A team" when you go to the USA. Pity they are not quite so good at being an occupying force.
  4. rene in geneva

    PVA

    IN REPLY TO A POST BY s4rx7, Mon 09/02/04 11:56am [READ POST] errr nuthin today, I love em,today anyways....... still heading for 1.44 maybe? I hope these buyers have their finger on the sell button poised!! Maybe the ASX should list all Ozestocks on the Frankfurt exchange?
  5. rene in geneva

    AAH

    IN REPLY TO A POST BY jarm, Fri 30/01/04 04:09pm [READ POST] Dear Oavde My informed sources report serious intent to pursue J&J just as you suggest with little likelihood of accepting anything less than the entire back payment as well as the SAME original agreed royalty payments. Critical to success at arbitration is the simple question "Does Remicade displace the TNFa peptide(s) covered by PTD IP in control experiments using the standard assay (and vice versa ie can the PTD peptide(s) displace the Remicade MAb i a competitive binding experiment from TNFa)?" From what I gather (without obviously seeing the experimental results) the body language exudes confidence that is well beyond bravado. The experiments must be straitforward (of the kind demonstrated in the Ann Report showing the Domantis results with the new DAb) and not open to much interpretation. The Arbitrator should be able to establish a simple yes/no quickly. Once again, given the looming new DAb that will displace Humera and Remicade from the market anyway, why antagonise a potential highly valuable partner who could now sign an agreement with the capitulating Abbott (themselves deeply involved with Domantis) to the exclusion of J&J in a potential $5B market. I have no (or at least very little) doubt PTD will get a substantial payout within 6-8 months (soon after the July date for meeting the Arbitrator in Europe).Regardless of the furore over RA, the new cancer product(s) may well prove vastly more profitable in the medium term. jarm Hi Jarm, Mel was saying the other day in one of his broker roadshows that JNJ have about 40 patent disputes running per year .Out of that number they would expect to win about 4. It is just part of their game, seeing if they can force a smaller company to cut a leaner deal. I suppose it is worthwhile to them. He is VERY confident of winning. You are a welcome addition to the PTD posters, get it up! http://www.asxboard.com/html/emoticons/biggrin.gif
  6. rene in geneva

    AAH

    IN REPLY TO A POST BY Oavde, Wed 28/01/04 11:41pm [READ POST] why the decline - simple - what's the rush to go out and buy it now? nothing imminent, so wait a bit for it to die down. I'd be wary of close under 1.70 though Seems like a good time to pick up more stock. Heat out of the market with people focusing on other things( like PSD). How is that stock worth that!
  7. IN REPLY TO A POST BY blackbook, Wed 31/12/03 09:36am [READ POST] AML is not too bad a stock at all but I seem to remember years back that one of their "big" drugs failed trials and the insto's never forgave them after that could be boring after a while but once again we have potential for some significant upside. also think they sold their large property asset earlier this year. Normally bugger all volume in this stock, looks like something is happening. The major shareholders are very savvy investors and would not have got involved without feeling comfortable with the range of IP AML have developed. Must be an announcement soon. The milestone payment from Merck did not create the confidence you would normally expect from a Bio stock.
  8. IN REPLY TO A POST BY colaiscute, Wed 28/01/04 09:51am [READ POST] Currently sitting right on the 56 c resistance line. I watch closely to see if it breaks (a buy signal for me). Well that announcement went down like the big ship. Too hard, too fast for this stock methinks. The problem with cce is they do not have enough protection from another organisation achieving a similar result. The spray and the technique is not enough. And obviously any hint of a delay in marketing is taken badly by the ST.
  9. rene in geneva

    AAH

    IN REPLY TO A POST BY JJP, Mon 19/01/04 09:16pm [READ POST] Hi inflamed...........this wonderful article may better explain the situation with regard to the offset agreement and how Peptech are involved. http://www.windhover.com/update/08102003/2003800128.htm Note Humira projected sales quoted in US dollars. Regards Good post JJP. Excellent article.
  10. rene in geneva

    AAH

    IN REPLY TO A POST BY Gasman, Tue 13/01/04 10:11am [READ POST] Just wondering if 'rene from Geneva' has been buying up big thru his 'swiss banker'. LOL Schools out you know ....now where have we heard that before. Maybe Orville can add to this attempt of mine... No need to buy any more, I'd get indigestion. Too much rich food can be bad for you!
  11. rene in geneva

    AAH

    IN REPLY TO A POST BY Oavde, Mon 12/01/04 12:32pm [READ POST] rene that is not true at all. Let's take a look at PTD worst days from previous close to close 8/0/2003 down 35% 18/2/2003 down 25% 30/10/2003 down 53% These are the worst days, and they are not that bad. You should be allowing for around 10% drops anyway and take a position that reduces the 10% to around 2% so 1/5th .... the drop of 35% would give you a loss on capital of around 6%, the 53% day would be an 11% say ... however all of those days the drop to the open was less severe, reducing loss more. Also, every single one of them came with AMPLE warning, and they all started with price below the 30 day moving average (more warning) and so forth PTD is quite predictable and easy to read, it is just difficult for die hard plunging investors who buy a lot and sit on it ignoring the negative share movement and hoping for the best Regardless of announcements affecting them, the warnings were in the chart well in advance. Looks promising today but I should like to see it push through that top Well I hope I'm not one one of those "plunging investors", though I fear I may be. The trouble I have found with this stock is that it is often hard to get out in any meaningful volume. Maybe that is the answer- restrict your holding in any stock to the amount you can easily dump if you need to. cheers I'm off to have lunch with my Swiss Banker now.
  12. rene in geneva

    AAH

    IN REPLY TO A POST BY Oavde, Mon 12/01/04 12:30am [READ POST] rene in geneva ... if you are a top 10 shareholder of PTD, you don't need nerves of steel. All you need to do, see, is sell half your position and put the $$$ in the bank. With so much money you do not need to worry, you can get by with nerves of cotton instead. http://www.asxboard.com/html/emoticons/laughingsmiley.gif You are obviously a very experienced investor Oavde, but lets face it, you would touch PTD with a barge pole if you did not have a large appetite for risk. I have had a large position in this co. for many years, and have traded them in the swings in order to average down the owing cost. I am a believer in the value of the fundamental assets (the patents) but that doesn't stop me from trying to take advantage of the inevitable swings that happen with biotechs, driven by announcements-good and bad. All the best fellow PTDers
  13. rene in geneva

    AAH

    IN REPLY TO A POST BY blackbook, Sun 11/01/04 06:25pm [READ POST] PTD should do well in 2004 especially if Johnson and Johnson have to cough up the royalty rate. It's a stock that many follow yet were scred off with the disputes. But looking forward I don't see why it can't go to $5 and beyond as it's getting a royalty from blockbuster drugs. The easy money has been made for you needed nerves of steel to have bought when both companies were disputing royalties. http://www.asxboard.com/html/emoticons/lmaosmiley.gif I hope you're correct Blackbook. I am one of PTD's top 10 S/H and I read it the way you have indicated.I think this week will prove interesting. You do need nerves of steel with this,and most other biotechs.
×
×
  • Create New...