Celldex Therapeutics, Inc. (NASDAQ:CLDX)

http://caps.fool.com/Blogs/fund-trades/779590.
http://twitter.com/portefeuillefun.

Data presentation at SABCS on Dec. 8th should show mature positive data for CDX-011, thus adding value to the program and stock.

1) market cap of only $300MM
2) has cash on hand to get through PIII with leading drugs
3) owns most important drugs outright keeping significant potential for homegrown profits inhouse and/or leaving room for partnership and/or full buyout
4) multiple drugs in pII providing cushion agains setback (i.e. limited downside risk)
5) management/science presentations exhibit sound planning and strategy that is needed to succeed
6) partnership activity is picking up due to patent cliffs at many big pharmas

great stock with huge pipeline and promising drug status on May 23rd 2012 will send this stock north of 7$.

ASCO run---might be a little early here.

ASCO pick

irishred1

It appears that CLDX is entering phase III of clinical trials on it's new immune based cancer treatments with strong results in earlier phases.

as a physician i think this is the best of all biotech

taking a gamble on this one.

Celldex Therapeutics, Inc. has strong science underlying it's drug candidates. The therapeutic use of a vaccine to 'teach' the immune system to control or remove the cancer cells is a unique niche that has few other candidate drugs. The clinical trial data is quite promising that this approach works in humans as well as in animals. Given the good clinical data so far, a new clinical development partner will be easier to find and negotiate with. This pick is a long-term pick though.

Startlingly good results released today in a glioblastoma drug trial. This is a vaccine style treatment, a domain which has been pursued without success until recent DNDN breakthrough in prostate cancer

Way undervalued with late stage products, as well as alot of cash to hold them without turning to market for $$. ASCO results were good and Pfe is going forward...whats not to like with this company?

Product pipeline had good results in Phase II trials and company has a good balance sheet. 70% of Patients in CDX-110 trials were diagnosed with non-recurrence of glioblastoma brain cancer or significantly reduced. Survival rates are v good at 5.5 months (phase II is still on-going) with a lot of patients from previous 'duke university' trial still alive after 1.5 years. DNDN got FDA approval for Provenge on the merits of 4 months survival rate from Phase III studies with prostate cancer patients, I believe CDX-110 can easily exceed this benchmark. Phase II trials end next November, sometime this September PFE and CLDX will announce Phase III details - most probably CLDX will rally when that news is out.

Riding this one into ASCO 2010 (June 4-8) and hoping to sell at $10+ per share after the conference. They have a lots of exciting things going on in multiple ongoing trials and have a history of wowing investors (and causing a significant jump in stock price) at the asco conferences. Even if they don't wow investors to immediately push past the $10 mark, its still a good long term investment based on their current pipeline and the hopes of future partnerships.

great pipeline.....oncology vaccines...wave of the future

How will Rotarix country specific royalty disagreement with Glaxo Smith Kline be resolved? Underperform comment written before completed merger with Avant and Celldex, bringing much cash to the new company. Strong partnership with Pfizer.Trading near its low of $4.16. New board member with Doctor of Law. Company directors accumulating stock on open market. Analysts on bull side. Net short on CLDX of about 3%. This writer has long position in stock.

Bio tech, and this in particular has a bright future

Promising results of their flagship phase II trial in April and Dec 2010