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Post by sheikyabooty on Jun 5, 2015 21:13:04 GMT
Finally dumped my OCAT. Got sick of waiting for them to figure out their ass from their elbow. Might get back in if things turn around.
Anyway, over the last week I have been loading up on Bellicum Pharma (BLCM). It is a CAR-T play. IMO it is undervalued ($761M) compared to JUNO ($6.2B) and KITE ($2.68B). In some ways its technology could be better than the others as they have a switching mechanism that can stop the cytokine storm that this approach can generate as a nasty side effect. Still early days in several P1's, but the space is white hot, especially after the rumors around JUNO this week. BLCM was up over 12% today alone. May run into some short term resistance, but will get some more if it pulls back next week.
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Post by JHam on Jun 8, 2015 13:36:35 GMT
Finally dumped my OCAT. Got sick of waiting for them to figure out their ass from their elbow. Might get back in if things turn around. Anyway, over the last week I have been loading up on Bellicum Pharma (BLCM). It is a CAR-T play. IMO it is undervalued ($761M) compared to JUNO ($6.2B) and KITE ($2.68B). In some ways its technology could be better than the others as they have a switching mechanism that can stop the cytokine storm that this approach can generate as a nasty side effect. Still early days in several P1's, but the space is white hot, especially after the rumors around JUNO this week. BLCM was up over 12% today alone. May run into some short term resistance, but will get some more if it pulls back next week. You told me to dump NRIFF and put it all into OCAT! Now I missed out on a 50% gain from NRIFF and am slowly drowning in OCAT! I am calling you out on it! Of course I am kidding, but sorry I couldn't resist  This sounds interesting as I like this area and the sector is hot. What is their cash situation? |
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Post by JHam on Jun 8, 2015 15:21:04 GMT
Looks like they have $183M in cash on hand. Small float for a $700M+ company.
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Post by sheikyabooty on Jun 8, 2015 15:41:40 GMT
Finally dumped my OCAT. Got sick of waiting for them to figure out their ass from their elbow. Might get back in if things turn around. Anyway, over the last week I have been loading up on Bellicum Pharma (BLCM). It is a CAR-T play. IMO it is undervalued ($761M) compared to JUNO ($6.2B) and KITE ($2.68B). In some ways its technology could be better than the others as they have a switching mechanism that can stop the cytokine storm that this approach can generate as a nasty side effect. Still early days in several P1's, but the space is white hot, especially after the rumors around JUNO this week. BLCM was up over 12% today alone. May run into some short term resistance, but will get some more if it pulls back next week. You told me to dump NRIFF and put it all into OCAT! Now I missed out on a 50% gain from NRIFF and am slowly drowning in OCAT! I am calling you out on it! Of course I am kidding, but sorry I couldn't resist This sounds interesting as I like this area and the sector is hot. What is their cash situation? LOL |
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Post by sheikyabooty on Jun 9, 2015 1:14:09 GMT
Looks like they have $183M in cash on hand. Small float for a $700M+ company. They have plenty of cash on hand and a 18.8M share float. Some good news for the sector could send it up 50% IMO. I also think they could be a takeover candidate in a year or so. |
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