written by reader JZ musings

August 26, 2014

This board was set up to consolidate the thoughts/questions/replies from a much appreciated contributor. JZstoxx.
Please respect that he has limited time, so keep it pertinent.
Enjoy all ye who enter here !

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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SoGiAmTravis Johnson, Stock GumshoeLongOnLifec193tim fris Recent comment authors

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tfris
Member
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tfris

JZ
What are your thoughts on Benitec and what prices would you be looking at to pick up more shares if you are still long.

JZstoxx
Member
πŸ‘338
JZstoxx

Tim can I get back to you in about 7-10 days I have to prepare proposals this labour day long weekend for a biz trip next week
Plus, I would also like to do some further DD

JZstoxx
Member
πŸ‘338
JZstoxx

Please remind me next Friday, ill be back then and will try to help

tfris
Member
πŸ‘315
tfris

Sure, thanks.

c193
Irregular
πŸ‘54
c193

Safe travels, JZ. I appreciate all your comments on GILD above. (I haven’t been on the site for the last few days so I haven’t been keeping up!). Everyone have a great holiday!

arch1
Member
πŸ‘7795

Since I may have confused by an episode of frivolity most of our choices in life are binary;
Sink or Swim, Live or Die, Yes or No On or Off,Hold or Sell Perform in the chamber or relinquish the Seat. In practice most choices have modifying circumstances,,,,such as choosing “None of the Above”.

alanS
Irregular
πŸ‘91
alanS

I was a bit surprised to read Matthew Smith’s SA piece in SA this morning [http://seekingalpha.com/article/2459705-todays-market-red-hot-biotech-and-big-pharma-names-to-watch] arguing that PFE wants ANZ so badly that they will have another go at the acquisition, even with the stakes much higher now. He makes it sound plausible, but I would expect Pfizer to go after more substantial fare than ANZ. Or am I missing something?
PS: I’ve just recently joined this irreverent band of Irregulars, and have found myself seriously outclassed in many respects, so please have patience with my inexperience and ignorance.
Alan Sponberg (aka steviMT)

arch1
Member
πŸ‘7795

Alan I see a lot of speculation ,, or worse,, being presented as knowledge. It is best to have knowledge of presenters track record in such things. Caveat Emptor ?

alanS
Irregular
πŸ‘91
alanS

Frank—thanks for your reply and sound advice. Be assured that I would never act precipitously on anything I read (especially on SA) from someone I’m not already familiar with. Listed below are the basic DD steps I would normally take in running down analysis and rumors, recognizing that M&A rumors of the sort in Matthew’s article are especially difficult to assess. I’m sure there’s more I could do, and I’d be interested and very appreciative if you or others have suggestions for further steps to add to this very general and ever-evolving list. 1. With a SA article, the first… Read More Β»

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arch1
Member
πŸ‘7795

stevi It seems you are using proper caution,,,it takes some time to see how well anyone’s advice holds up. As to PFE….ANZ I am ignorant of chance of merger,,,only a general feeling that much of present merger mania/acquisition is tax driven and may not be good business practice.

SoGiAm
Irregular
πŸ‘11466

FYI-Matthew Smith https://www.tipranks.com/bloggers/matthew-smith Best2You-Ben

Frenchy
Irregular
πŸ‘741
Frenchy

Posted this on the Oxidation thread as well… β€œTrading halt on shares of Antisense (ANP / ATHJF). Securities will be placed in a trading halt session at the request of the company, pending the release of an announcement by the company. Unless ASX decides otherwise, the securities will remain in Trading Halt Session State until the earlier of commencement of trading on Wednesday, 3 Sep 2014 or when the announcement is released to the market”

Anyone has history or experience on this sort of β€œpro-active” action and whether it means bad news? I am quite exposed to this stock currently…

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Alan Harris
Guest
Alan Harris

Ah….. generally it can go either way. But this may be a special case. The trial results are due today, but as its Labor Day in US (so they cant trade) they ‘may’ be waiting.

twa14
Member
πŸ‘232
twa14

JZ can you shed some light on post 420 by Kenny G ( post 490\491) on concerning RA Capital and Sabby:

http://www.stockgumshoe.com/2014/08/microblog-oxidation-for-health-physical-and-fiscal/?utm_source=81714kss&utm_campaign=DrKSS&utm_medium=email

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ockrazor
Member
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ockrazor

So odd. ANP halted in OZ yet ATHJF is trading in the US. Need to call fidelity on this one. Then again penny stock are subject to all kind of odd rules.

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ockrazor
Member
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ockrazor

No real answer out of Fido. I wouldn’t be surprised if they halted the stock as well as potentially break the trades that have gone up. I am not going to touch it as broken trades aren’t fun to deal with at all.

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bwd1up
Irregular
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bwd1up

trading on Etrade as well

ockrazor
Member
πŸ‘132
ockrazor

Jz any thought on anp results. Do you think the company and results are a farce like others have observed. As always I appreciate everyone’s opinion.

Alan Harris
Guest
Alan Harris

Antisense:
ATL1103 Phase II Trial – Successful Efficacy Results
β€’ Primary efficacy endpoint met with a statistically significant reduction of sIGF-I
levels of 26% at the 400mg/week dose (P<0.0001; highly significant)
β€’ 36% average reduction in sIGF-I for lower body weight patients
β€’ Positioned to move into Phase III stage of development
β€’ Safe and well tolerated with no serious adverse events related to dosing reported

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Alan Harris
Guest
Alan Harris

Yet curiously the price has hardly moved in Oz ?

Alan Harris
Guest
Alan Harris

Sorry Guys, apparently this is old news given KSS comments on the Oxidation thread. Seems like, even when you win you lose with bio.

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ockrazor
Member
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ockrazor

Yeah Alan. Nothing like taking all the risk and getting no reward.
I am still long until I get more information.

Frenchy
Irregular
πŸ‘741
Frenchy

Hi JZ and welcome back to Gumshoeland, glad to have you back. In light of Canadian Resverlogix Corp. (RVX) latest study, is anyone in your circles tracking them? I believe a while back in an old thread that Dr KSS had not spoken favorably of them but could this be a short term player? Thanks for all you do and I will post this as well on the “Oxidation” thread and see if the good Dr responds.

News: “RVX-208 Leads to a 77% Relative Risk Reduction of Major Adverse Cardiovascular Events (MACE) in Patients with Diabetes Mellitus”
http://web.tmxmoney.com/article.php?newsid=70038014&qm_symbol=RVX

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lpfoc
Member
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lpfoc

Hi JZ,
Have you any experience with Market Edge (provided free to Schwab trading customers?
Liam

c193
Irregular
πŸ‘54
c193

JZ, I may be stopped out on GILD Friday, with a nice profit. Any particular reentry point you are seeing? Also, I stopped out on DRTX this week. Thoughts on reentry target for us gummies?

tfris
Member
πŸ‘315
tfris

Hi JZ
Can I get your thoughts on Benitec, are you still long on it and if so at what prices you might look for to add shares?
Thank you,
Tim

c193
Irregular
πŸ‘54
c193

Yep, stopped out on GILD this AM. My nibbles went out at profits of $23 , $15 and $10 per share. Didn’t have a huge amount, but happy with what I made.