Tekmira Pharmaceuticals (NASDAQ:TKMR)

CAPS Rating: 3 out of 5

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Member Avatar TSIF (99.96) Submitted: 4/7/2014 4:08:32 PM : Outperform Start Price: $19.55 TKMR Score: -32.72

A zzporte, zzlanghans, porte, favorite..which they have scaled into from the bottom.

Gained additional "fame" because of it's peers in RNAi theraputics. This class was out of "favor" last year.

See recent 10-Q for more pipeline info.
http://biz.yahoo.com/e/140328/tkmr10-k.html

Sold 2.1M Shares at $28.50 in March.
Should have funds for awhile.
Note, that sometimes issuing shares helps provide a floor, (even though it's dilutive) as it gets the question of funding off the table and indicates a price new shareholder/investors are willing to pay.

IN this case the floor dropped out of the Biopharms the last two weeks, the Index has broken below it's 50 DMA....I had wrongway thumbed this after one hard selloff and still booked 8 points as it rebounded and dropped further. I rejoined the "crowd" up at $19.50, noting that if it broke below $19 it could see more selling. It has dipped below $19 a few times today...the biopharm group is considered high risk, and multiples are going down. Entry points are difficult to find/confirm.

Best to dollar cost average if you are a believer, or set limit sells and reenter later if you are stopped out.

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Member Avatar kv4507 (< 20) Submitted: 2/24/2014 7:59:52 PM : Outperform Start Price: $23.96 TKMR Score: -46.27

Biotech focused on RNA technology and RNAi therapeutics. Has secured licenses to develop treatment for Alcohol Dependance (AD), an Ebola Vaccine, and various oncology applications. Has agreement with Merck and Alnylam Pharmaceuticals, and in collaboration with US government.

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Member Avatar Momentum21 (96.33) Submitted: 2/20/2014 10:19:18 AM : Outperform Start Price: $5.33 TKMR Score: +134.72

Let your winners run...TKMR is a winner.

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Member Avatar golfinflyr (< 20) Submitted: 1/21/2014 5:01:35 PM : Outperform Start Price: $12.40 TKMR Score: +4.21

Cheap RNAi platform. Need to leverage their platform out and focus on some bigger targets than Ebola. The stock is very cheap relative to its peers...especially ALNY

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Member Avatar HarryCarysGhost (99.76) Submitted: 10/5/2013 9:52:19 AM : Outperform Start Price: $9.85 TKMR Score: +21.16

Following porte and ZZ.

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Member Avatar usubanas (99.53) Submitted: 10/4/2013 1:16:19 AM : Outperform Start Price: $8.98 TKMR Score: +34.21

I felt like giving it a red thumb just to be the first one, but no, this looks pretty good.

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Member Avatar rupers (< 20) Submitted: 4/19/2011 7:44:39 AM : Outperform Start Price: $3.07 TKMR Score: +285.67

Tekmira is significantly undervalued, with 3 RNAi products in the clinical pipeline or about to start clinical trials, to include a product aimed at a strain of Zaire ebola under a DOD contract worth up to nearly $170 million. Tekmira's business model is well thought out -- use revenues earned from its RNAi delivery technology to fund its clinical trials and R&D. Tekmira has 5 additional siRNA payload compounds to pick from Alnylam's siRNA technology under very favorable terms. Each of those picks are well worth $5 to 10 million. Tekmira has collaboration or license agreements with some big pharma, to include Merck, Bristol Meyers Squibb, and Takeda. At about $28 million market cap, it's a screaming buy. The only real overhang/cloud is its ongoing litigation with Alnylam, which hopefully will be resolved sooner rather than later -- this will resolve the protection of Tekmira's lipid nanoparticle (LNP) intellectual property.

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Member Avatar zzlangerhans (99.73) Submitted: 4/18/2011 12:57:51 PM : Outperform Start Price: $2.78 TKMR Score: +326.09

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.

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