Tekmira Pharmaceuticals (NASDAQ:TKMR)

CAPS Rating: 3 out of 5


Player Avatar zzlangerhans (99.85) Submitted: 4/18/2011 12:57:51 PM : Outperform Start Price: $2.78 TKMR Score: +320.32

RNAi is an extremely complex field, and I don't claim to have a good understanding of the intellectual property issues currently at the heart of Tekmira's valuation. What I do see is that the company has lost more than half their market cap since they began trading on the Nasdaq last November, and the current 29M cap seems better suited to scams and companies on the verge of bankruptcy. But no matter whose side you take in the controversy between Tekmira and Alnylam, it seems that Tekmira is being undervalued considering the weight of their contribution to the field thus far. They also have three proprietary RNAi compounds in or on the verge of clinical development for diverse indications. Cash was 12M as of the end of 2010 and their quarterly burn rate is unclear, which may become an issue. A pervasive negative attitude about RNAi in recent months may also be dragging down the share price. Portefeuille obviously believes in this stub strongly, and I think this one may be more FOLD than PARD.

Report this Post 15 Replies
Member Avatar zzlangerhans (99.85) Submitted: 1/18/2013 2:44:04 PM
Recs: 1

With the settlement from Alnylam, Tekmira is trading below cash value and has strong IP assets and decent long-term prospects. I bought 4000 shares at 4.98 today for the GBMB.

Member Avatar zzlangerhans (99.85) Submitted: 3/20/2013 12:02:25 PM
Recs: 1

Just bought another 3000 shares at 4.5 for a total of 7000 shares with a cost basis of 4.77. I just looked over the company again and decided that this stock is the most likely one to go up out of the 250 that I follow. The same day I made that determination, Portefeuille independently e-mailed me that he thought I should buy more. After that, adding to my position was, dare I say it, a NO-BRAINER! I will probably add another 3000 shares if the share price remains stable or declines in the near future.

Member Avatar zzlangerhans (99.85) Submitted: 3/27/2013 11:25:17 AM
Recs: 1

Just bought 3000 more shares at 4.65 to complete my position at 10000 shares, cost basis 4.73. Currently my largest holding.

Member Avatar portefeuille (99.66) Submitted: 10/4/2013 10:54:03 AM
Recs: 1

#zzporte now owns 11000 shares and is in the green by around $50k with this position. yeay :)

Member Avatar portefeuille (99.66) Submitted: 10/13/2013 12:12:46 PM
Recs: 1

Now 13000 shares and in the green by around $58k. Thus we currently own close to 1‰ of the company :)

Member Avatar portefeuille (99.66) Submitted: 1/18/2014 12:11:10 PM
Recs: 1

8000 shares now, +$77k :)

Member Avatar portefeuille (99.66) Submitted: 1/31/2014 1:01:17 PM
Recs: 2

12000 shares and maybe > $100000 in gains at today's close :)


Member Avatar portefeuille (99.66) Submitted: 2/4/2014 6:06:32 PM
Recs: 0

Finally. +$104k now, will let you know when we made our first $1M with TKMR ;)

Member Avatar usubanas (99.70) Submitted: 2/12/2014 1:09:37 AM
Recs: 2

You guys were definitely ahead of the curve with this RNAi stocks. I did get ARWR at $8, but now looking overvalued. Waiting for another biotech mini-crash to get into TKMR.

Member Avatar portefeuille (99.66) Submitted: 3/15/2014 10:14:34 AM
Recs: 0

11000 shares in the green by around $0.23M.

Member Avatar portefeuille (99.66) Submitted: 5/27/2014 9:27:21 PM
Recs: 0

2000 shares in the green by around $0.095M.

Member Avatar expatriot08 (29.13) Submitted: 6/27/2014 10:19:30 AM
Recs: 1

Any thought on TKMR heading into the Ebola trail completion?

Member Avatar portefeuille (99.66) Submitted: 8/4/2014 2:48:13 PM
Recs: 0

I don't know what will happen to that trial. The reasonable thing to do would be to lift the hold, see this post.


There are now 6000 shares in the #zzporte portfolio, see twitter.

Member Avatar portefeuille (99.66) Submitted: 8/4/2014 6:39:08 PM
Recs: 0

For those having trouble tracking our TKMR transactions :)

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