Use access key #2 to skip to page content.

portefeuille (98.32)

TKMR (again)



August 13, 2014 – Comments (17) | RELATED TICKERS: ABUS

After my relatively well timed "sell a few" recommendation I just issued a "buy those shares back" recommendation in the comment section of that post.

TKMR is back to being one of my favourite stocks (as are ALKS, ALNY, ARWR, BMRN, BLUE, ISIS and a few others).

It just reported results.

conference call is here.

17 Comments – Post Your Own

#1) On August 13, 2014 at 6:18 PM, portefeuille (98.32) wrote:

As usual my recommendation is to also read Haussecker's blog.

Report this comment
#2) On August 13, 2014 at 8:23 PM, portefeuille (98.32) wrote:

We just bought 500 shares, now 3000 TKMR shares in the zzporte portfolio.

Report this comment
#3) On August 13, 2014 at 11:39 PM, TSIF (99.97) wrote:

I disagree with you, but you two are the biopharm wizards.  Short term, this went up artifically on the Ebola fear.  Fear is not a reason to buy stocks.  No income from the Ebola other than government.

That it popped today and couldn't hold also signals a selldown.  This is much more likely to go back to $13or $14  before it goes back up.  The rise from $9 to $20 wasn't built to hold.

Technical and Fundamental are hard to work on biopharms. Sounds like you were able to roll some during the spike and get a better dollar cost average.

All the best. 

Report this comment
#4) On August 14, 2014 at 12:06 AM, awallejr (56.95) wrote:

Port your "profit taking" post couldn't have been more timely, but I have to agree with TSIF at this point.  Take your money and run.

Report this comment
#5) On August 14, 2014 at 6:40 AM, jargonific (< 20) wrote:

 Ahhh still holding shares more than 2 bucks over the current bid and worried. But I'm not of the opinion that this is a simple decision.

From my limited knowledge of medical things I'd say that 'getting a case of a flu' in reaction to a vaccine or drug isn't unusual. THat happens with many vaccines but they are given anyway, the end result of the crisis of an illness being worse. The fact is the world demanding doses of whatever drugs are available now for Ebola. The ongoing stock movement has probably given the investors backing Tekmira some capital to work with. That since it looks like at least some of them sold shares at a 23.00 high. BUT hopefully there is going to be enough cash available to create large quantities of doses. The USM is underwriting it and the WHO is buying. Eventually, when this crisis is over, the world is going to want the capability to make these drugs fast, in big amounts, and that type of lab set up should be profitable. Now Tamiflu was a drug that was distributed big right? If I'm not mistaken it doesn't work as well as advertised. But was the manufacturing of it profitable? This might be useful research.



Report this comment
#6) On August 14, 2014 at 6:41 AM, jargonific (< 20) wrote:

Monrovia, Doctors without Borders building largest isolation unit ever created for ebola. Scale growing every day. Its tragic.NPR radio 6:41 a.m.



Report this comment
#7) On August 14, 2014 at 9:56 AM, TSIF (99.97) wrote:

jargonific, you are comparing a treatment for Ebola to a vaccine.  Canada is offering about 1500 doses up, there have  been about 1500 cases to date. If the issue becomes a pandemic then yes, everything and anything will be bought. At the current rate, however, there is no reason for anyone to ramp up on experimental drugs. 

TKMR has indicated that they are NOT interested in ramping up large scale on their experimental drug.

Finally, for those doses used as "treatment", the profit margin is questionable.  Yes, it's  a life threatening disease, yes, most first world countries would pay anything for the treatment, areas where this is spreading so far, just don't have any money.

Buy TKMR on it's other pipeline.  Be patient for the rest of the pipeline.   Don't buy it on Ebola, don't buy a stock on fear/speculation. Don't buy if the only chance to win is a pandemic.

Report this comment
#8) On August 14, 2014 at 1:43 PM, portefeuille (98.32) wrote:

Tekmira lab discussing its Ebola drug with WHO

Report this comment
#9) On August 14, 2014 at 2:51 PM, TSIF (99.97) wrote:

Tekmira NOT ready to expand use of it's drug....

Report this comment
#10) On August 14, 2014 at 6:31 PM, portefeuille (98.32) wrote:

earnings call transcript.

Report this comment
#11) On August 15, 2014 at 10:18 AM, jargonific (< 20) wrote:

So the Ebola nightmare continues for African continent. But I've been researching Tekmira and found that the insiders are trade firms. Obviously they have the ability to do what we are all familiar with as destructive to our interests. Pump/Dump.

 FINRA has issued warnings. I think that in the face of that alone I wouldn't sell. But in the face of what I've seen about the way TKMR has been trading in the last few days, I did sell.

 Bad to lose small. Tragic to lose big. When you are retired you cannot take such risks. So if and when Tekmira falls to a deal, I'm out. It was just a matter of the major shareholders being super greedy.



Report this comment
#12) On August 15, 2014 at 1:07 PM, TSIF (99.97) wrote:

FINRA's warnings are about companies popping up out of nowhere and promoting them.  SImilar happend in the Cannabis industry.  See TMFStockspam or JED71, or others who watch these.  Multiple name changes can be found in their 10-Q statements, most trade OTC.   The four or so public traded funds with Ebola options are all and have been legally trading.

In regard to your majority shareholder comments.  About 60% is institutional investors.  This is a good thing.  Institutional investors are generally more stable.  Insiders selling shares does not provide any capital for the company. Insiders often sell shares at regular intervals to diversify their portfolio.

Large share volume on a company over multiple days however does signal hte day trading, short sellers and speculators latching on and off. This is not a good thing for price consistancy.

As a retirred person, I suggest you find established companies.  Biopharms can make a good speculative bet, but can have huge swings and changes as drugs go through phases of testing, FDA, safety, production, etc.  One needs a longer horizon, and some dollar cost averaging, and ability to take risks.  Sounds like this doesn't describe you.  Good luck.

Report this comment
#13) On August 15, 2014 at 4:21 PM, portefeuille (98.32) wrote:

#12 I agree, TKMR most certainly is not for the faint of heart. Not even when there is no Ebola outbreak :)



We just sold 500 shares at $18.97 and are now back to 2500 shares.

Report this comment
#14) On August 16, 2014 at 12:37 AM, portefeuille (98.32) wrote:

That biopharma crash is being undone nicely.

performance of the #zzporte portfolio, the old fund and biotech benchmarks.


Report this comment
#15) On August 16, 2014 at 11:04 AM, portefeuille (98.32) wrote:

#zzporte top40 positions. @zzlangerhans $ENTA $BMRN $ALKS $MPSYF $VRTX $TKMR $IPHYF $FLML $NVGN $ISIS. cash ≈ $129k.


Report this comment
#16) On August 18, 2014 at 10:41 AM, jargonific (< 20) wrote:

Should have come back here when share price was still 16 bucks. Oh well, you guys were trying and I wasn't available but I'm paying attention now.



Report this comment
#17) On August 28, 2014 at 3:37 PM, jargonific (< 20) wrote:

Market Watch just published some trash about Tekmira being "the company" the warnings were about. The share price tanked. I didn't hold this time as last time it went down to purchase price.. Ironic that the so called "stock picker" Cramer put Tekmira up on his site to promote as of yesterday. It's amazing how these share prices are manipulated so that the rich are successful, inside, and those of us small investors see our profits stripped out every time.



Report this comment

Featured Broker Partners