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CVM redux

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January 26, 2012 – Comments (9) | RELATED TICKERS: CVM

I once posted about CVM as a potential major multi bagger here:

http://caps.fool.com/Blogs/cvm/472696

As an aside zzlangerhans had switched tunes and green thumbed the stock June 13, 2011.

Recently there has been much buzz about the stock.  The CEO issued a basically upbeat letter to shareholders and then shortly thereafter announced a stock dilution in a private placement of 16 million shares for 36 cents per share with 12 million warrants exercisable at 50 cents.  Needless to say there was much hollering and namecalling on the Yahoo message board as a result.

Personally I found it an opportunity to add more shares.  I am not interested if the stock goes from 36 cents to 50 cents.  I am not interested if the stock goes to 75 cents or 95 cents.  I am buying the stock in the expectation that it will go to 10 dollars, 20 dollars or more 2 years from now.  That is what speculation is all about.

How many times have you looked back on a company that is selling for say $30 but years prior sold for 80 cents and said "man wish I bought it back then."

Speculation should be a part of all investment accounts, though within reason.

This company has a legitimate product.  It is in a massive Phase 3 clinical trial.  It has the support of a major Pharma company (Teva).  All it needs to do is show at the minimum a 10% survival rate from neck or head cancer is achieveable with their "product."  Hell if I were suffering from such a fate I would demand that product without hestation if that was the case.  Its phase 2 trial showed a 33% survival rate, albeit it was a small sample.

While the company isn't a "one trick pony" since it has other products of worth, should its current phase 3 trial on its multikine head neck cancer treatment prove effective you have that serious multi bagger.  Next year we shall see.  I am rolling the dice that it is a winner.

9 Comments – Post Your Own

#1) On January 26, 2012 at 11:52 PM, portefeuille (98.39) wrote:

I do not think Feuerstein likes the stock. And it has never entered my "fund" (see here). So no chance of it being good, hehe ...

http://www.thestreet.com/find/results/index.html?q=feuerstein+cvm

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#2) On January 27, 2012 at 12:00 AM, HarryCaraysGhost (75.00) wrote:

Porte beat me to it but heres ZZ's pitch-

zzlangerhans (99.15) Submitted: 6/13/2011 4:45:36 PM : Start Price: $0.54 CVM Score: -38.36

I can already hear the gasps of horror. Yes, I meant to green thumb Cel-Sci. Even though the strategy has failed me horribly on stinkers like Hemispheryx, Rexahn, and Stemcells I still can't resist the temptation for the rebound play on CAPS. Welcome to a world where commencing a study doesn't necessarily mean that a single patient has been enrolled. Neither does the study being "in progress". What exactly is happening at all those trial sites around the world is anyone's guess, but it doesn't seem to involve dosing patients with Multikine.

Despite my skepticism about Cel-Sci and their commencing, progressing, patient-less phase III trial I'm still willing to stick my virtual foot out as the share price touches the nine month low. Even if I ride this pick down to zero I'll still be amused by all the angry suckers that go down with me.

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#3) On January 27, 2012 at 12:01 AM, portefeuille (98.39) wrote:

And zzlangerhans, portefeuille and portefeuille2 occupy the top 3 places in the "caps" game "biotechnology" tag category. At least if the delisted stocks were not almost always stripped of their tags (see this post) ...

http://caps.fool.com/tag/biotechnology.aspx

the recent pitch by zzlangerhans.

---------------

Submitted: 6/13/2011 4:45:36 PM

I can already hear the gasps of horror. Yes, I meant to green thumb Cel-Sci. Even though the strategy has failed me horribly on stinkers like Hemispheryx, Rexahn, and Stemcells I still can't resist the temptation for the rebound play on CAPS. Welcome to a world where commencing a study doesn't necessarily mean that a single patient has been enrolled. Neither does the study being "in progress". What exactly is happening at all those trial sites around the world is anyone's guess, but it doesn't seem to involve dosing patients with Multikine.

Despite my skepticism about Cel-Sci and their commencing, progressing, patient-less phase III trial I'm still willing to stick my virtual foot out as the share price touches the nine month low. Even if I ride this pick down to zero I'll still be amused by all the angry suckers that go down with me.

---------------

(from here)

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#4) On January 27, 2012 at 12:06 AM, awallejr (30.35) wrote:

Personally I take what TheStreet might say with a grain of salt since afterall they at one time had a steroid pumped bankrupt ballplayer named Lenny Dykstra as one of their contributors ;p

And then there is DSCO ;p

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#5) On January 27, 2012 at 12:35 AM, HarryCaraysGhost (75.00) wrote:

Ha,Ha I remember watching the HBO real sports report on "Nails"-

http://www.fool.com/investing/general/2009/04/30/fool-blog-if-you-thought-lenny-dykstra-picking-sto.aspx?source=isesitlnk0000001&mrr=0.10

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#6) On January 27, 2012 at 12:41 AM, awallejr (30.35) wrote:

Loved the link Harry heheh.

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#7) On January 28, 2012 at 12:46 PM, kmv98finance (62.83) wrote:

Have any of you actually done any homework on the science? In the Phase II trial description, it states that leukocyte interleukin posted a significant T-cell response, BUT it also caused dormant cancer cells to start cycling again. In today's FDA world, this could be too big of a barrier to overcome for regulatory approval.

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#8) On January 28, 2012 at 4:47 PM, awallejr (30.35) wrote:

I leave the science to the scientists. From my understanding it is all about improving survivability and using the product as a first line treatment, and that would also factor in your concern since that possibly might impact survivability or be a readily treatable side effect that doesn't adversely impact ultimate survivability.

This is what the trials are all about.  I have to believe that the people at TEVA saw something promising and am going to assume they are no dummies.  That they know the science.

Also this is a world test not a US only project.  So ultimate FDA approval might be great but it isn't critical if other countries approve. But before we even bother to  figure that part out we will need to see if the product will work or not. 

Either you think it will (then buy this stock and in 2-3 years you will make a ton of money), or leave it alone (not worth shorting a 35 cent stock) and move on to another stock.

This isn't about investing.  This is about speculating.  Just don't go overboard.

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#9) On May 03, 2012 at 10:19 PM, awallejr (30.35) wrote:

Just a fyi I have been buying 1,000 shares per month as an automatic (have 16,000 shares in real life).  Because of the averaging in I am actually in the green but not by the sum I am hoping for.  I will stop buying should the stock hit $1 or should it become apparent that the procedure doesn't work.

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