lsutraderman

I signed up and its not working

There's other science but outside of biotech or synthetic biology don't you dare call that stuff cutting edge and monster Lololol at the guy who thinks I'm pumping a $5b company geez man some people are too ridiculous for their own good, I'm borderline ashamed of how small minded some people are good lord you cannot pump anything over like $75m market cap that's just a fact and if I was to pump why would i to a pack of clearly mundane oil bulls with no biotech insights whatsoever lmao negative earnings that's the most amateur comment ever, no biotech in mid stage has earnings they all get acquired somehow lmao u guys are too much stop it hurts me im laughing so hard

Sigma I just like to troll them bc theyve annoyed the life out of me, I think you're great and hope I can keep in touch with you somehow bc I probably won't stay here I clearly have nothing to learn from the 99% on this forum. I came here for 4 days and pretty much besides you and nofox it's just a clownshow of rookies in here. I enjoyed the debate and troll the last few days but I won't do this forever, I'll certainly pop in when my names boom but please don't think I don't appreciate your insights I think you're brilliant and honestly prob too good for this forum.

You mentioned sovaldi pricing. The reason GILD can't get what they want is competition, there's ABBV now and there's more coming soon. The whole point of an orphan indication is once its designated as such, there is no competition bc nobody is gonna waste time going after it while someone is cleaning up the small number of patients...........hep C is a goldmine there's patients galore so everyone is lined up to get in that space

It's not hard for GILD to negotiate with those companies, GILD just doesn't want to. I mean its like going to the mercedes dealership you can buy an S550 for $120k or a C300 for $40k both are cars, but one is better than the other.

Not everyone has to have sovaldi, its the gold standard, but V PAK works too, it sucks imo, but it works, so if an insurance says take this vs that, sounds like its time you get a better insurance. Look at the demographic of Hep C patients and their lifestyles, nobody cares, especially the tax payers. Its prisoners, its hookers,etc overall one could argue its nasty people who get that disease, there's really no sympathy from the average person. Once again as a taxpayer 90k a piece for 100k criminals behind bars????? LOL 2 bullets sounds a lot cheaper to me, and thats scientist in me talking. I mean its like 88 year olds we spend a fortune treating, the scientist in me says give them a ton of morphine and wish them well, we can't bankrupt the system to treat people at the end of the line, we just can't.

Sigma I just read that Molec 2011 paper you were referencing and I saw this

"Additionally, no convincing examples of insertional activation of oncogenes and consequent transformation have been reported associated with HIV infection"

That's actually great because its like I said this HIV is the best vector, its definitely legit. That's a good read man

"though HIV proviruses can affect the activity of nearby genes. Studies in
tumor-prone mouse models9,10 and tissue culture systems11,12 have
reported less genotoxicity resulting from transduction with lentiviral
vectors than with ?-retroviral vectors."

in short, for the guys who don't understand WTF I just quoted...... no one has ever gotta cancer from HIV infection, if there was high**high high, chance of getting genotox from the vector then cases of cancer with HIV would have been reported en masse

Damn man, bluebird scientists might actually end up the all time greats, wow, that was a great read

Seems to backup why I said I loved the bluebird.Thanks for the heads up

god man, ok so options are juiced up to the moon for no reason at all, makes sense. They're juiced bc if the data holds in dec, the stock jumps to $250-300 and then all bets are off a bidding war probably ensues with all the large cap names seeking the next big sector in the market: gene therapy that works

GILD,BIIB,CELG,BMRN will all be making bids if data holds in dec, mark my words, thats why 2017 calls are priced in that manner. $350/share isn't even $15B thats peanuts when you look at what PCYC got $20B for earlier this year.....

Korkstand, you need to learn how to read an options chain and what type of move is being priced in. It's a gigantic move, bios are weak today, especially CAR T, KITE was down 9% today but thats not a good CAR T name, they had a patient die now. If bluebird misses on data this dec, its goodbye to the XBI and all small cap bios bc frankly all of them ran in size after blue data last december. All of them, frankly BLUE data last december triggered the biotech bull market you're seeing in small caps today, look at every small caps chart from last december till now, they can all thank blue for the best data seen in years

God man you still don't get it, none of those patient numbers matter, none of them. GEVA was acquired for 5000 patients at $8.4B, 5000 patients worldwide, BLUE has way way way way more patients than that in beta thal alone, consider SCD a bonus, easily worth $15B, easily if data holds up I really can't get this through to you bc you don't know biotech valuations. Where I worked IPF, is nominal in size and esbriet is a $100k drug and Roche bought intermune for $8B+

There is no way to value this stuff other than its gold if indeed its successful, are you more interested now bc sigma said blue seemed interesting?????? Look up the BLUE chain and tell me what 2017 $290 calls are priced at? They're expensive as could be right? You know why 150% OTM calls are priced like that? Bc a buyout is coming. If bluebird misses on this data, it prob sheds 50% so does every other biotech that fails but the reality is bluebird has $900M in cash so its not a complete zero, and in theory they have cures on beta thal thus far so even if someone develops a bad side effect it more than likely slams the stock but then they begin work on tweaking what happened and attempting to go at it again.

There's obviously giant risks in the first successful gene therapy for beta thal and SCD ever, this isn't a slam dunk, but so far the data has been nothing short of spectacular for 18 months, so science guys the world over are having raging hard ons about the name, I came here to discuss multiple names but it turned into a bluebird thread

I have not done any modeling whatsoever on potential patient numbers and frankly Ill say it again I do not care, if a POS like GEVA can get $8.4B, blue if successful is worth infinitely more bc their vector has limitless potential to cure things. You think Im kidding, limitless is a real world if theyc sure this bc then you're talking beta thal,SCD, and ALD cures.....3 cures from one vector.....you'd have to respect it

again only time will tell

honestly why do you care so much? you're not a science guy, you have no idea wtf me and sigma are discussing, this clearly isn't a name that should be in your portfolio but you keep responding bc you clearly think I'm intelligent and probably bought it or wish to buy it, right? I don't blame you, I've made a pretty good case here and sigma sorta agreed with me so you got 2 smart guys liking a name, Id wanna buy it to

:bow: :bow: :bow: :bow:

Jag are you serious? I just mentioned that although I think BLUE is a steal here $35 below the offering it looks like it wants to test $115 on the charts and probably heads down to its 200 dma especially if the XBI stays weak. Technically speaking its weak here

How do I lack money management skills, is that because I said I own nothing but biotech? Good lord man I was an orphan drug discoverer why would I invest in anything besides what I know, you have no idea how my book is balanced, and what kind of greeks I wait for before I attack an options chain, Id chill out on your analysis bc its off base flat out. Im an avid seller of theta bc of how juicy it is in these biotech running into data, ill even toss on a risk reversal occasionally if I see fit. I use multiple backkpreads to try to get more oomph, Iol wtf are you talking about i never discussed how i trade

I don't know wtf you read but I know how to trade, I could probably give lessons on that too, but in bio land the problem with waiting on technicals is you never know when the next buyout is happening and repricing the whole sector, it happened on the PCYC deal in early 2015

but thank you for the few compliments you tossed my way otherwise

and FWIW I'm only smug and arrogant with you guys have no business in this thread, I never came here looking for anything other than a guy like sigma or no fox.....I found him, can we please just have this thread to discuss science, if you guys wanna read our convos and invest fine, but I'm not looking for input from any of you on anything else but science, if you don't have it, then i really don't care what you have to say...

Thanks again

Yea Im just gonna ignore anyone not referencing science in any way, there are just entirely too many amateur hour guys in this thread doing nothing but trying to egg me on, sigma and no fox are the only people commenting worth replying to and Im giving them my best answer in reply.

Multiple donkeys in this thread for sure, its kinda funny that they repeatedly try to comment on a subject they literally have no insight whatsoever on, but bless their little hearts they're trying really hard to disprove me and my science.

Its cute grown men try so hard, I admire it

kid from another country? wow nice stereotype skills you developed in the backwoods of LA, actually Im old and I'm ashamed to admit it but from hickville of Lafayette, I don't go back ever but thats where my roots are from, where we got guys like the poster above assuming people are just foreigners from a few paragraphs on the internet.....god man I guess all my colleagues were right seriously in all their assumptions about me bc of where Im from and where I went to school, geez man is that how the average person down south thinks????? WOW

LOL damn I grew up down there, went to USL for a little while, graduated from LSU and moved out to northeast and never looked back, thank the lord, if I stayed Id probably be small minded and make assumptions about immigrants like the guy above.

As to the one poster who actually mentioned anything scientific on this page,Sigma, I got much respect for you because of the questions you ask, you clearly are in this field.......

ill say this bro and ill look into those documents thanks, but there is a flip side to this and its this, BLUE CEO seemed adament to make sure his vector wasnt being compared to others because its a different "mechanism", these "mehanisms" are what you learn about in organic chemistry provided you stick it out, they explain biochemical reactions, which is whats taking place here, say, that this lentiviral vector, say these genotoxic events only occur in 1/5000 patients vs what must have been something like 1/100 or maybe even 1/50 patients for these other vectors, say thats true, well then come on come all for the grand licenses to the only way to create gene therapies without having to call up AGIO a few years later, again way to early, just saying, seems possible to me

ill check out those papers and get back to you though, insertion near a known oncogene,oncogenes cause cancer, man HIV one of the best viruses out there, i have faith it in as a vector, Also sans Thomas Reed at Intrexon, these guys to me at BLUE are the best scientists on the planet, I got no issue betting on these guys

man i think and its high risk though man but BLUE does man have $100B potential, i know thats semi irrelevant to this trade, and i would like to hear what other diseases they think would be on the docket to cure, but these treatments produce pure cures, potential endless here and ill never believe that you cant bring the chances of cancer very close to nil eventually, but things like blindness, deafness, etc, i mean these potentially can be cured here thats not just sci fi anymore

you cant say JUNO,BLCM and KITE or other CAR T names have 100B potential, they dont


which is why i think any buyer in the space, the space being biotech not just Gene Therapy, has to have both eyes on bluebird, well see in the coming days/weeks/months/maybe years, if any of this comes true.....only time will tell

another reply by a clear pumper of course

TigerDebaiter you literally define the shameful investors i outlined, no a niche of a niche is called an orphan indication and at 5-7x peak sales its worth $15B-20B if data is solid in december which it probably will be assuming the data we have just holds up and no freak incidences pop up.

shameful man, just shameful, no business commenting in this thread either