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Biotech -- AMRN & DCTH
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Biotech -- AMRN & DCTH# Stock
t*u
1
有神医去过 hot spring NP 玩过么?
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l*y
2
娃三个月,出了月子就奶不够了,月子里的冻奶消耗完了,准备加fomula。
CLB上说加在早上11点那顿,但是我想加在晚上10点半,是不是能帮助宝宝睡整觉?
现在宝宝都是4、5点迷迷糊糊要吃几口,然后七点我再叫起她再吃一顿。
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g*e
3
Watching AMRN, it seems the train is taking off. Its value is there and
getting great attention. Big money is buying. If you don't know Vascepa
market potential value, think about Lipitor. It is a blockbuster opportunity
and multiple billion $$$ annual saleat peak. AMRN has no sale team and are
not capable to build it, buyout(@20s short term) is the only outcome. Don't
miss the opportunity,buy and hold.
I am looking for ARNA like companies(>100% upside) for investing/gambling,
highly undervalued, great market potential and having upcomingFDA catalyst
near term. I believe DCTH is the one! Here are my findings:
1.No much downside at current price @1.6s
2.Upside >100%, strong buy analyst rating with $7s target and 61% growth
next year
3.Chemosat NDA submission in mid-Aug and FDA acceptance announcement in mid-
Oct
4.Chemosat has already approved and marketed in EU, Australia
5.Chemosat has great market potential (>1B)
6.Insiders bought tons of shares recently (in May-June)
Red flag:
1.Big cash burn rate at about $15 min per Q
2.Management has been dispointing on FDA submission delay since 2011
3....
Free to add please!!
Here are my thoughts based on my DD:
It will run to upper $3s based on FDA acceptance of NDA submission, then
dilution will follow, it will back to $2s, then run to >$5 approching FDA
decision.
So my target prices:
Short term: $3
Mid term: $5
Enjoy trading! Welcome any comments!!
DISCLAIMER: This is intended for informational and entertainment use only
and should do your own DD before investing. I have long position on DCTH and
ARMN.
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s*h
4
3p 玩过,不知道np是多少

★ 发自iPhone App: ChineseWeb 7.8

【在 t*********u 的大作中提到】
: 有神医去过 hot spring NP 玩过么?
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L*D
5
加在晚上10点半,应该比较好,奶粉吸收的慢,抗的时间长些,利于睡整觉。

【在 l********y 的大作中提到】
: 娃三个月,出了月子就奶不够了,月子里的冻奶消耗完了,准备加fomula。
: CLB上说加在早上11点那顿,但是我想加在晚上10点半,是不是能帮助宝宝睡整觉?
: 现在宝宝都是4、5点迷迷糊糊要吃几口,然后七点我再叫起她再吃一顿。

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t*o
6
when does DCTH plan to file NDA?
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d*a
7
下室琐男只去过1P的飘过。。。。

【在 s*********h 的大作中提到】
: 3p 玩过,不知道np是多少
:
: ★ 发自iPhone App: ChineseWeb 7.8

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r*t
9
在阿肯色吧
貌似还不错的样子

【在 t*********u 的大作中提到】
: 有神医去过 hot spring NP 玩过么?
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t*o
10
I saw it is 8/7 ER, and mid-August NDA submission.

【在 g****e 的大作中提到】
: Please see below for details on DCTH:
: http://www.delcath.com/workspace/media/investor_docs/july-2012-
: ATM, options and warrants caused the drop and created the loading
: opportunity.
: NDA submission will be in this month, also expect Gen 2 approval from
: Australia.

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t*u
11
有啥好玩的?
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r*e
12
大牛你能不能别喊了。你看看今天amrn。。。

opportunity
are
t

【在 g****e 的大作中提到】
: Watching AMRN, it seems the train is taking off. Its value is there and
: getting great attention. Big money is buying. If you don't know Vascepa
: market potential value, think about Lipitor. It is a blockbuster opportunity
: and multiple billion $$$ annual saleat peak. AMRN has no sale team and are
: not capable to build it, buyout(@20s short term) is the only outcome. Don't
: miss the opportunity,buy and hold.
: I am looking for ARNA like companies(>100% upside) for investing/gambling,
: highly undervalued, great market potential and having upcomingFDA catalyst
: near term. I believe DCTH is the one! Here are my findings:
: 1.No much downside at current price @1.6s

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a*n
13
婷婷带上我,不过我就不和你NP了.

【在 t*********u 的大作中提到】
: 有神医去过 hot spring NP 玩过么?
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g*t
14
哈哈。

【在 r***e 的大作中提到】
: 大牛你能不能别喊了。你看看今天amrn。。。
:
: opportunity
: are
: t

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t*u
15
你怎么还在dallas?
你这样做让我都扫不到货了

【在 a*****n 的大作中提到】
: 婷婷带上我,不过我就不和你NP了.
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g*e
16
Relax. Stocks have up and down. You need to be patient once you already
invested and believe your dd, otherwise short or sell it.
BTW, anyone knows when a CT order filing means? AMRN had such filing today
to SEC. It seems to me a buyout merge is coming.
Welcome expert opinion on CT order filing!!
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t*o
17
CT: Confidential Treatment order
Companies would typically seek a CTO in order to keep information that would
otherwise put it at a disadvantage, a secret. For example, a company may
apply for such an order to keep information regarding a pricing arrangement
made with a partner, secret, since competitors finding out this information
may go after the partner with a more competitive price.
真有收购的可能,让我想起了IPSU,基本面很好,预测会涨结果一直跌,然后某一天,
人家被收购了。就是不知道价钱会多少。预测一个月内见分晓
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g*e
18
Just had a cup of wine and listened to the conference call. Plan to start
built sale force in oct and expect exciting news in 60-90 days well ensured
my original DD.
Buyout will be done by OCT!!!
Please listen to the conference call and share your thoughts here.
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g*e
19
Cashed half position on AMRN with more than 10% return. Plan to long on
remaining.
Good luck!!!
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l*3
20
DCTH没消息了?
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g*e
21
I sold dcth with some very nice return and reinvest the money to AMRN.
DCTH holds well @1.9-2, the time to break out is coming soon, it will reach
$3 before 10/15 when the FDA acceptance of its NDA submission.
I read many posters here, it seems to many are day traders and care about
too much about daily ups and downs instead of fundamental analysis. To avoid
lossing, don't DT. After your throughout DD, stay strong!
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h*y
22
What happened to DCTH in after hour trading? Down 10% and still dropping?

reach
avoid

【在 g****e 的大作中提到】
: I sold dcth with some very nice return and reinvest the money to AMRN.
: DCTH holds well @1.9-2, the time to break out is coming soon, it will reach
: $3 before 10/15 when the FDA acceptance of its NDA submission.
: I read many posters here, it seems to many are day traders and care about
: too much about daily ups and downs instead of fundamental analysis. To avoid
: lossing, don't DT. After your throughout DD, stay strong!

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g*e
23
I just took a look. Australia approval on gen 2 in aug was promised by
management, but obviously didn't deliver! DCTH is highly risky and very
speculative. Read AF's mailbag notes under its news headline. If it hasn't
had so many uncertainties ahead, it should trade over $5 now.
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h*y
24
I am not hugely concerned.
I've made 30%+ profit on OVTI in the past 6 weeks.
I have a very small position in DCTH, just pocket money...
I appreciate your perspective.

【在 g****e 的大作中提到】
: I just took a look. Australia approval on gen 2 in aug was promised by
: management, but obviously didn't deliver! DCTH is highly risky and very
: speculative. Read AF's mailbag notes under its news headline. If it hasn't
: had so many uncertainties ahead, it should trade over $5 now.

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g*e
25
Go to google finance and see the dilution bad news that DCTH is going to
sell shares for up to $100 million dollars.
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h*y
26
I saw that. What's your take on this?

【在 g****e 的大作中提到】
: Go to google finance and see the dilution bad news that DCTH is going to
: sell shares for up to $100 million dollars.

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v*m
27
it's an old news, right? everyone is expecting that; that's the reason it's
stuck at ~1.9-2.0.
I did not see any news coming out today.
-----------------
http://www.delcath.com/news-events/news/20120101/99999999/
Investor News from Reuters
August 15, 2012 - REUTERS
Delcath Submits New Drug Application For Proprietary Chemosaturation System
To The U.S. Food And Drug Administration
August 08, 2012 - REUTERS
Delcath To Present At Upcoming Investor Conferences
August 07, 2012 - REUTERS
Delcath Reports Second Quarter 2012 Financial Results And Highlights Recent
Accomplishments
July 17, 2012 - REUTERS
Delcath To Conduct Second Quarter 2012 Results Conference Call
July 09, 2012 - REUTERS
Delcath To Present At JMP Securities Healthcare Conference On July 12
July 09, 2012 - REUTERS
Delcath Announced Changes To Board Of Directors
June 18, 2012 - REUTERS
Delcath To Offer Second Generation Hemofiltration Cartridge In U.S. Expanded
Access Program
June 05, 2012 - REUTERS
Post-Hoc Analysis Of Delcath's Phase 3 Trial Presented At ASCO
May 31, 2012 - REUTERS
Delcath Announces Exercise of Underwriters' Over-Allotment Option and
Closing of $23 Million Public Offering of Common Stock and Warrants
May 30, 2012 - REUTERS
Delcath To Host Analyst Meeeting
May 25, 2012 - REUTERS
Delcath Prices $20 Million Public Offering of Common Stock and Warrants
May 24, 2012 - REUTERS
Delcath Announces Proposed Public Offering Of Common Stock And Warrants
May 21, 2012 - REUTERS
Delcath to Webcast Management's Presentation at Annual Meeting of
Stockholders
May 08, 2012 - REUTERS
Delcath Highlights First Quarter 2012 And Recent Accomplishments
May 01, 2012 - REUTERS
Delcath To Report Fiscal 2012 First Quarter Results And Conduct Conference
Call
--------------------------------

【在 g****e 的大作中提到】
: Go to google finance and see the dilution bad news that DCTH is going to
: sell shares for up to $100 million dollars.

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g*e
28
It is a definitely surprise to dilute share when sp is low. Most investors
expect dilutions after FDA acceptance of its NDA submission. You can tell
this big surprise from the recent share accumulation.
So the main concern is if FDA will accept it or not. Not much clinical data
on gen2 is included submission is very negative, but the drug with its
device gen2 clearly works wells in Europe and the recent Enacted Legislation
Urges FDA bring drugs (adress unmet medical needs and treat serious and
life threatening conditions) to market quick than ever is the only hope. My
guess is it's submission will be accepted, but it's share price will go to a
new 52 week low before bounce back. The shorts will take advantage this
dilution opportunity.
I will buy dcth in early Oct if gen2 got approved in Austrilia and sp is in
$1.2x.
Do your own dd and trade it correctly.
Btw, someone accused me (in zhuxi's club) pumping bio stocks and resulted
big loss. I feel sorry about that. I am not sure how many follow my posts.
And don't understand why nobody thank me for HZNP went from 4 to 7, instead
blame me the drop from 7.6x to 7. My only purpose for posting here is to
share great stocks I think worth to invest and shared all my thoughts on
buying and selling, furthermore I event posted here when I bought and sold.
Again, do your own dd and invest your own money. I may stop posting if many
hated.
Good luck to all!
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v*m
29
The dilution you mean in this post is this one? I just copied one post from
yahoo. It's not a recent news. It's been there for quite a while. Why it
shall be connected to the AH share price dropping?
-------------------------------------------------
The $100,000,000 includes $62,967,199 of securities
By wcase70 . 20 hours ago . Permalink
that were initially filed on December 29, 2011.
By filing a shelf offering, the company has all the paperwork in order if
and when it wants to sell the stock, debt securities and warrants over a two
-year period.
Delcath Systems plans to use the net proceeds from the sale of our
securities for general corporate purposes, including, but not limited to,
obtaining regulatory approvals, commercialization of our products, funding
of our clinical trials, capital expenditures and working capital. We will
not receive any proceeds from the sale of shares of our common stock by any
selling stockholder.
-------------------------------------
http://online.wsj.com/article/BT-CO-20120831-712766.html
Specialty-pharmaceutical and medical-device maker Delcath, which said it may
offer securities and selling stockholders may offer shares of common stock
for up to $100 million, saw shares fall 8.6% to $1.81 after hours.
#This is totally a piece of crazy news; how did the writer connect this old
news to the AH share price of yesterday?.
--------------------------------------------------------

data
Legislation
My
a

【在 g****e 的大作中提到】
: It is a definitely surprise to dilute share when sp is low. Most investors
: expect dilutions after FDA acceptance of its NDA submission. You can tell
: this big surprise from the recent share accumulation.
: So the main concern is if FDA will accept it or not. Not much clinical data
: on gen2 is included submission is very negative, but the drug with its
: device gen2 clearly works wells in Europe and the recent Enacted Legislation
: Urges FDA bring drugs (adress unmet medical needs and treat serious and
: life threatening conditions) to market quick than ever is the only hope. My
: guess is it's submission will be accepted, but it's share price will go to a
: new 52 week low before bounce back. The shorts will take advantage this

avatar
v*m
30
I believe FDA will accept the NDA for sure. Otherwise, what's the purpose of
the meeting between FDA and DCTH early this year?

data
Legislation
My
a

【在 g****e 的大作中提到】
: It is a definitely surprise to dilute share when sp is low. Most investors
: expect dilutions after FDA acceptance of its NDA submission. You can tell
: this big surprise from the recent share accumulation.
: So the main concern is if FDA will accept it or not. Not much clinical data
: on gen2 is included submission is very negative, but the drug with its
: device gen2 clearly works wells in Europe and the recent Enacted Legislation
: Urges FDA bring drugs (adress unmet medical needs and treat serious and
: life threatening conditions) to market quick than ever is the only hope. My
: guess is it's submission will be accepted, but it's share price will go to a
: new 52 week low before bounce back. The shorts will take advantage this

avatar
v*m
31
Are you talking about this part? 34861 shares traded at low. The volume is
really nothing. Take it easy.
----------------------------------
After Hours Last:
Net / % Change $ 1.88
-.10 (-5.05%) After Hours High: $ 1.96
(16:25:05 PM)
After Hours Volume: 34,861 After Hours Low: $ 1.80
(18:27:26 PM)
Read more: http://www.nasdaq.com/symbol/dcth/after-hours#ixzz25FJEAf5i

【在 h***y 的大作中提到】
: What happened to DCTH in after hour trading? Down 10% and still dropping?
:
: reach
: avoid

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v*m
34
It's better than I thought. The company will burn all cashes before the Feb
of 2013 if the burning rate keeps at the current pace. So it will definitely
go one or two rounds of public offering before that. The question is still
remaining same; "when it is gonna happen?" If it does it after Oct., the
share price will be changed too much by then.
----------------------------------
The information in this prospectus is not complete and may be changed. We
may not sell these securities until the registration statement filed with
the Securities and Exchange Commission is effective. This prospectus is not
an offer to sell these securities and is not soliciting an offer to buy
these securities in any state where the offer or sale is not permitted.
Subject to Completion, Dated August 31, 2012
----------------------------
(1) This registration statement covers up to $100,000,000 of an
indeterminate principal amount or number of the securities of each
identified class of securities, including common stock sold by selling
stockholders described in this registration statement. If any debt
securities are issued at an original issue discount, then the offering price
shall be in such greater principal amount as shall result in an aggregate
initial offering price not to exceed $100,000,000.
(2) Pursuant to Rule 416 under the Securities Act, the securities being
registered hereunder include such indeterminate (A) number of shares of
common stock, warrants to purchase shares of common stock, warrants to
purchase shares of preferred stock, shares issuable upon exercise of such
warrants and such shares of common stock or preferred stock as may be
issuable with respect to the shares being registered hereunder as a result
of stock splits, stock dividends or similar transactions, (B) amount of debt
securities as may be sold from time to time at indeterminate prices by the
registrant and (C) number or amount of such securities as may be issued upon
conversion, redemption, repurchase, exchange or exercise of any securities
registered hereunder, including under any applicable anti-dilution
adjustment.
***************************
(3) Calculated pursuant to Rule 457(o) under the Securities Act. The $
100,000,000 of securities registered hereunder includes $62,967,199 of
securities (the “Unsold Securities”) registered pursuant to Registration
Statement No. 333-178819 initially filed on December 29, 2011. Pursuant to
Rule 415(a)(6) under the Securities Act, $7,216.04 of filing fees previously
paid in connection with the Unsold Securities will continue to be applied
to such Unsold Securities. A filing fee of $4,243.96 is paid herewith in
connection with the $37,032,801 of new securities registered hereunder.
****************************
(4) Includes common stock purchase rights which are attached to, and
trade and transfer with, the common stock. Prior to the occurrence of
certain events, such rights will not be exercisable or evidenced separately
from the common stock and will be transferred with and only with such common
stock.
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n*0
35
I appreciate your posts. Don't let one person stop your sharing your
insights with us.
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h*y
36
geroge大牛,DCTH今天跌的好惨啊,8%了。好在我只有一点点在里面,不过也好几顿
buffet了。
咋办呢?
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