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Forum - Wall Street Pit (Celator Pharmaceuticals Inc - CPXX)    Stock Due Diligence for All

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From: luvb2b (Rep: 2104) reply to luvb2bDate: 03/17/2016 22:45
Forum: Wall Street Pit - Msg #2605462 - List CPXX msgs Thread #673825843 (Rec: 0)
most of these companies don't even have p3 trials or results. but if you look at the ones that do have either a phase 3 trial ongoing or a product they are filing on/selling, the list at the bottom gets narrowed down to these stocks just below. there's not a single stock there that has p3 results in hand for a real cancer therapy. sppi has a bunch of low value stuff. the closest comparison is mack and that trades up at a 900m market cap.

what i'm saying is just that at ~300-350m market cap cpxx is just way too low for where they are. they've got a treatment that can legitimately become the new soc and has across the board clear advantages in a well designed trial. plus the product is wholly owned. there's really not another company like it until you get over 800m market cap.

infi - p3 trial ongoing, has a ton of cash

pgnx - p3 trials include 1 cancer therapy in a small indication, marketing supportive care drugs and have imaging agents in trials. other p3 is antiviral.

agen - p3 trials are not cancer related

acrs - p3 trial not cancer related

sppi - marketing a lot of low value drugs partnered, still losing money couple of trials in progress but doesn't look like great science

arry - all p3 trials are partnered out, no results in hand

gern - single p3 trial if it works they will get 15-25% royalty

nlnk - selling ebola vaccine, have 1 drug in p3

mgnx - 1 drug in p3 monoclonal anitbody

dvax - 1 in p3 but it's a hep b vaccine

imgn - selling a product but single digit royalties only

clvs - filing 2 drug apps but really botched filings not even sure they have phase 3 results on these

gwph - not cancer treatments but pain management

mack - this is the closest compare with liposome based delivery for cancer approved and selling


NSTG , 308.2
INFI , 308.4
PGNX , 320.4
OMED , 327.3
AKBA , 328.2
AGEN , 337.2
ACRS , 339.5
CLDX , 343.5
LOXO , 392.6
SPPI , 395
MRTX , 397.2
ARRY , 415.7
GERN , 445
BPMC , 460.7
CTMX , 475.1
SCLN , 476
INO , 496.2
XNCR , 507.3
NLNK , 531.9
ADAP , 582.6
EPZM , 589.8
MGNX , 607.7
DVAX , 651.1
NK , 663.6
IMGN , 685.2
CLVS , 754.9
GWPH , 811.7
AMAG , 855.2
BGNE , 878.7
ADRO , 896.2
MACK , 903



my daily motivational reading, what the high and mighty penny pumpers say about luv:

"any knowledge you currently have about trading, finance, accounting, etc... that i don't, are things i can fully absorb within a relatively short period of time if its really important to do so... on the other hand, i am quite certain that you are incapable of grasping even 20% of the knowledge i've gained in math, associated algorithmic coding, physical chemistry, solid-state physics, materials science and engineering over decades of study." 

"There are those who market trades, and there are those who trade markets.
There are those who follow marketers, and those who follow markets.
The marketers feast on their followers; the traders feast on the markets." -luvb2b

***Disclaimer & Disclosure***: I make no guarantee as to the accuracy or validity of information in this message. Messages posted reflect my own opinions and/or those of others, and are posted for entertainment purposes only. My messages should not be construed as investment advice. Always make investment decisions in consultation with your own financial advisor. Daytrading is not suitable for everyone. You trade at your own risk. Daytrading involves considerable risk and could result in significant losses, including losses in excess of invested capital. Any information posted here is meant for entertainment purposes only and should not be assumed to be accurate. It is expected that the readers of this information do their own research and due diligence when making trading or investment decisions. I may have long or short positions in any of the stocks that are mentioned, and these positions may change at any time.



Reply to luvb2b - Msg #2605459 - 03/17/2016 22:34

john, i have been studying very carefully all of the cancer related drug companies that are between 300-900m market cap. you should take a look for yourself. it's only about 30 companies so i copied and pasted tickers and market caps below.



NSTG , 308.2
INFI , 308.4
PGNX , 320.4
OMED , 327.3
AKBA , 328.2
AGEN , 337.2
ACRS , 339.5
CLDX , 343.5
LOXO , 392.6
SPPI , 395
MRTX , 397.2
ARRY , 415.7
GERN , 445
BPMC , 460.7
CTMX , 475.1
SCLN , 476
INO , 496.2
XNCR , 507.3
NLNK , 531.9
ADAP , 582.6
EPZM , 589.8
MGNX , 607.7
DVAX , 651.1
NK , 663.6
IMGN , 685.2
CLVS , 754.9
GWPH , 811.7
AMAG , 855.2
BGNE , 878.7
ADRO , 896.2
MACK , 903



Re: Either that or he had no regard for potentially losing mega-money (since he l...
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