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STOCK MARKET: Let's talk stocks and investing

Discussion in 'BBS Hangout' started by SWTsig, Jun 2, 2008.

  1. saitou

    saitou J Only Fan

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  2. saitou

    saitou J Only Fan

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    @RudyTBag @Sajan


    CEL-SCI’s Multikine® Immunotherapy Produces Significant 14.1% 5-Year Survival Benefit (62.7% Vs 48.6%) in the Group Receiving Surgery Plus Radiotherapy in a Landmark Head and Neck Cancer Phase 3 Study
    https://www.businesswire.com/news/home/20210628005472/en/CEL-SCI’s-Multikine®-Immunotherapy-Produces-Significant-14.1-5-Year-Survival-Benefit-62.7-Vs-48.6-in-the-Group-Receiving-Surgery-Plus-Radiotherapy-in-a-Landmark-Head-and-Neck-Cancer-Phase-3-Study

    edit: some ppl saying results are mixed. waiting to see more analysis.

     
    #16782 saitou, Jun 28, 2021
    Last edited: Jun 28, 2021
  3. RudyTBag

    RudyTBag Contributing Member
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    Damn, dropped to $18. :eek:

    Not holding position thankfully!
     
    #16783 RudyTBag, Jun 28, 2021
    Last edited: Jun 28, 2021
  4. LosPollosHermanos

    LosPollosHermanos Houston only fan
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    Keep an eye out for novocure (optune) as well
     
  5. saitou

    saitou J Only Fan

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    yep. pain :(
     
  6. Sajan

    Sajan Member

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    omg. 9?
     
    RudyTBag likes this.
  7. saitou

    saitou J Only Fan

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    it's not worth as much as the bulls were thinking as it doesn't help ppl on chemo, but it's worth *something* as not everyone goes on chemo, statistically significant improvement without side effects, and shares were already heavily shorted before this. no idea how much that *something* is. holding for now and hoping for the best.
     
  8. LosPollosHermanos

    LosPollosHermanos Houston only fan
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    Still doesn’t make sense though, I went through it—-if it’s true that’s huge. There’s a big movement to de-escalate chemo as people don’t think it’s too helpful for the dominant form of head & neck cancer today (HPV driven). In the world of cancer care those %s are actually too good to be true numbers lol
     
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  9. saitou

    saitou J Only Fan

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    That was what i thought too. Hopefully someone neutral with expertise like dr gottlieb comments. a lot of noise from both bulls and bears, hard to tell what's what.
     
  10. LosPollosHermanos

    LosPollosHermanos Houston only fan
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    If you’re thinking long and this is real I don’t think you have to worry. Surprised I haven’t heard rumblings about this


    Edit: overall survival (OS) benefit is hard to see , usually therapies are aimed at local control, progression free (prevent from spreading), and even couple of % in overall survival completely change guidelines
     
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  11. adoo

    adoo Member

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    that one expired worthless, got to keep all the premium collected

    ERS will be early Aug, sold another 5-pt put credit spread, Jul 80/75, collecting a premium of $2.45,
    defining my max risk of $2.55

    [​IMG]

    Cathie Wood's gene-editing stock, NTLA, up 50% today; was hoping for more impactful pin-ball action on SDGR
     
    #16791 adoo, Jun 28, 2021
    Last edited: Jun 28, 2021
    saitou and The Real Shady like this.
  12. adoo

    adoo Member

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  13. H-Town Info

    H-Town Info Member

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  14. peleincubus

    peleincubus Member

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    I didn't expect ASPS to take off like this. Give me all your monies!
     
  15. peleincubus

    peleincubus Member

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    whoever had CVM are you guys holding? I'm considering dipping my toes into the water before the close today or tomorrow at open.
     
  16. saitou

    saitou J Only Fan

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    @peleincubus i added. the bullish take:

    https://frugalnorwegian.com/cvm/
    a director bought 3k shares ytd at $12.66. not a lot, but it's something. if the ceo is misleading this could still end in tears... but i rather take the ceo's word over random shorts on stocktwits.
     
  17. Sajan

    Sajan Member

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  18. saitou

    saitou J Only Fan

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    was tempted, but already have a big position at $1.54 avg. just holding.
     
  19. adoo

    adoo Member

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    hypo question,
    should these two become merger targets, who'd acquire them ?

    [​IMG]

    [​IMG]
    just my guess,
    • for CRWD
      • MSFT, AMZN, GOOGL, AAPL

    • for SDGR
      • any big pharma
     
  20. Cokebabies

    Cokebabies Contributing Member

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    Chamath launched his new biotech SPACs today: DNAA (neurology), DNAB (oncology), DNAC (organ related), DNAD (virology).

    I took bets in DNAA and DNAB around $10.01/$10.02 cuz it's so close to NAV so limited downside. Chamath has been on a cold streak and given his egotistic nature, I feel he is under pressure to not deliver a crap deal on his next SPAC merger to salvage whatever is left of his reputation. If his next deal is good, hopefully all his other SPACs pop enough that I can sell some off.
     

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