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portefeuille (99.60)

TKMR

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March 17, 2011 – Comments (4)

It might be a good time to buy a few TKMR shares. TKMR shares are currently one of the larger positions of my "fund" (see here). There are currently 11300 TKMR shares in the fund with break-even of around $3.95. TKMR is at around $3.90 now.

Some recent presentations are here.

Tekmira Sues Alnylam Pharmaceuticals for Repeated Misuse of Trade Secrets and Confidential Information

4 Comments – Post Your Own

#1) On March 17, 2011 at 11:57 AM, portefeuille (99.60) wrote:

Tekmira Tells Alnylam ‘Enough is Enough’

Alnylam fires back after Tekmira lawsuit

 

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#2) On March 17, 2011 at 11:21 PM, portefeuille (99.60) wrote:

some recent "recommendations".

XOMA
INSM(D)
BCRX
DYAX
RIGL
ALIM
ALTH
NKTR
DSCO
LGND
SVNT
MNTA
MorphoSys
ZIOP
ALNY
EXAS
IDRA

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#3) On April 19, 2011 at 7:53 AM, rupers (< 20) wrote:

Today - April 19, 2011.  You won't find a more undervalued stock than Tekmira.  Market cap = $27 - 28 million.

3 RNAi drug candidates in clinical trials or about to be initiated, one (remarkable treatment of highly deadly strain of Zaire ebola) of which is per DOD contract potentially worth nearly 5 times Tekmira's current market cap.  Tekmira derives revenue from licensing its LNP delivery technology to help fund its internal development of RNAi drug candidates.  Has 5 more RNAi siRNA compounds to pick from Alnylam's suite of siRNA target payloads - each worth anywhere from $5 to 10 million.

Only significant overhang/cloud over Tekmira is its ongoing litigation against Alnylam to allegedly preserve Tekmira's LNP delivery IP.  If resolved soon with a favorable or even neutral outcome, Tekmira will see a significant price-per-share increase.  Low daily volume stock -- not for swing or day traders. 

 

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#4) On October 14, 2013 at 5:34 PM, portefeuille (99.60) wrote:

continued here.

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