Tekmira Pharmaceuticals (NASDAQ:TKMR)

CAPS Rating: 2 out of 5

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Member Avatar umight (49.82) Submitted: 9/19/2014 12:51:47 PM : Outperform Start Price: $19.99 TKMR Score: +18.84

Ebola

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Member Avatar applecor2 (55.01) Submitted: 9/12/2014 12:36:28 PM : Outperform Start Price: $20.33 TKMR Score: +16.15

By all accounts looks like Dr. Sacra received TKM-Ebola as part of treatment. Pharmaceutical company being asked to remain anonymous on par with TKMR execs methodology. News will break this will pop potential buyout candidate. Speculative play YES but favorable odds here.

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Member Avatar PuddinHead42 (32.45) Submitted: 9/11/2014 9:44:35 PM : Outperform Start Price: $20.22 TKMR Score: +17.24

growing pharmaceutical company with a nice base forming. Recent strong accumulation on the right side sets us up for a break out. This is an early cheat buy, should really wait for break out on volume. Sept is most volatile month of the year!

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Member Avatar usubanas (99.62) Submitted: 9/9/2014 2:26:31 AM : Outperform Start Price: $19.02 TKMR Score: +24.76

What drug is Dr. Sacra taking? If it is TKMR, and it works, it will soar again.

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Member Avatar jpimp (< 20) Submitted: 8/28/2014 2:07:26 PM : Outperform Start Price: $18.16 TKMR Score: +30.51

Ebola

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Member Avatar marsuculix (22.32) Submitted: 8/19/2014 8:41:15 AM : Outperform Start Price: $19.95 TKMR Score: +17.68

TKMR has received a verbal confirmation from the FDA on modification of full clinical hold on TKM-Ebola Investigational New Drug Application (IND) to a partial clinical hold. Encouraging !

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Member Avatar TSIF (99.96) Submitted: 8/4/2014 8:04:47 PM : Underperform Start Price: $16.47 TKMR Score: -40.13

I accidentally downthumbed Tekmira Pharmaceuticals in March and scored some points in the biopharm "derisking" I was watching Tekmira for a possible upthumb or even a RL entry when I saw it spiking this past week, most likely on Ebola speculation. Speculating on a drug that is being held for investigation during Phase I testing is a bit Foolish. (The drug is in phase 1 trials but was just placed on hold by the FDA last week in order to investigate the mechanism behind elevated cytokines in healthy human volunteers receiving the drug.)

Granted, those infected with the Ebola Virus, with a 50% or more death rate, would most likely be happy to take the risk and take the drug. Even if successful, however, we would still be looking at ramp up or outsource MFG at a lower margin. Ebola is dangerous, but is believed to be containable as transmission is not airborne. If one were speculating on a pandemic, I'd suggest medical equipment, consumables, such as scrubs.

The two American's being flown back home are under experimental treatment, but not with a publically traded company. Their status appears to be as experimental or earlier than Tekmira or Biocryst, but so far results look promising.

Short term down thumb of Tekmira. So far it looks like I caught it after about a 40% rise from Mid-June at $9. This most likely was an oversold condition, so any Ebola Speculation was fueled by those waiting for a bottom. Tekmira was also well above $16 for most of this year, and twice as high at one point, so down thumbing on Ebola may have limited return. I have followed equities that had no pipeline and no intrinsic value that spiked over fear, such as Swine Flu, those are much easier to call down.

Overall, I wish Tekmira well.

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Member Avatar TerryHoodSr (51.42) Submitted: 6/14/2014 10:04:02 AM : Outperform Start Price: $13.30 TKMR Score: +74.81

TKMR DOWN 10% OVERSOLD?
BUY @ 13 TP 27

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Member Avatar portefeuille (99.60) Submitted: 4/22/2014 10:26:54 AM : Outperform Start Price: $19.99 TKMR Score: +11.41

I have 200 TKMR shares in my private (i.e. non-zzporte) portfolio.

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Member Avatar kv4507 (< 20) Submitted: 2/24/2014 7:59:52 PM : Outperform Start Price: $23.96 TKMR Score: -9.09

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 (80.66) Submitted: 2/20/2014 10:19:18 AM : Outperform Start Price: $5.33 TKMR Score: +325.19

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: +82.46

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 phatchips767 (< 20) Submitted: 4/12/2013 5:12:41 PM : Outperform Start Price: $10.55 TKMR Score: +123.09

canadian company that did well for portofeille

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Member Avatar rupers (< 20) Submitted: 4/19/2011 7:44:39 AM : Outperform Start Price: $3.07 TKMR Score: +620.11

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 (99.80) Submitted: 4/18/2011 12:57:51 PM : Outperform Start Price: $2.78 TKMR Score: +696.13

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.

Results 1 - 15 of 15

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