ONTY , eye of tiger

The following are my market thoughts and actions today:

TGB : I am not a full believer that TGB will be granted a permit for Prosperity mine due to Fish Lake. Recently TGB reported an issue with the copper mine at Gibraltor. It was temporary but would impact copper production. I am trading TGB today for a small % gain. Today they will report earnings. I think it may fade back to the 2's to reflect uncertainty and possible impacted eps.

NXG: I favor NXG in gold mining. I am holding NXG as I believe that it is positioned to break thru the $3 ceiling and trend to higher levels with gold. NXG is an active gold producer in Canada and Australia and is finding new reserves in already approved areas. NXG will start a new mine at Y-D with almost 3 million Oz's of known gold reserves. I think new gold mining etf's are going to buy up NXG shares.

ONTY: This is being manipulated lower by hedge funds today, in my view. I don't believe it will last. I am a buyer of ONTY, some here n there and the 4's. I believe a coming catalyst to catapult ONTY higher may be the phase 3 patients now in the 3rd year. Merck KGaA has made some very confident statements about the effectivity of the lung cancer treatment. Could it be reports from doctors seeing more patients like Gary?

http://watch.ctv.ca/news/latest/cancer-vaccine/#clip194521

When and If Phase 3 patients start stepping out and proclaiming remissions and walking tall watch out... The news will be all over it! The market is sleeping and "awareness" can't be timed perfectly, so I pace myself with ONTY for going the distance.

In the meantime, I add some ONTY here n there, while still in the 4's. I see long opportunity.

eye of tiger///

http://www.youtube.com/watch?v=EoDKQYn-ANE

Well, that's my take.
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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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ONTY reports, 8.2 Year Survivals say GO LONG to me

ONTY reports and it is impressive to me. Whatever the nervous ninny barnsweepers do is up to them. I am staying long n strong/ all the way. Indeed, I even added a few ONTY shares in tonight's after hour head fake dip.

here's why:


stimuvax.
bglp40
px478
px866

Stumvax: The data included nine patients (of 35 total) with Stage IIIb non-small cell lung cancer from the Phase 2b trial of Stimuvax who were alive and without evidence of disease progression from 6.3 to 8.2 years after beginning Stimuvax therapy. Prolonged therapy with Stimuvax was well-tolerated in this trial.

That my friends is : "UNHEARD OF" - anywhere else.

other areas:

bglp40 : This is just another of ONTY's secret weapons that makes them dangerous. It is an extended version of Stimuvax except that it contains more carbohydrates and uses a new adjuvunt that is made synthetically in the lab . Some preclinical tests in lab animals show that Bglp40 produces both an antibody and a cellular response to fight cancer. So since ONTY owns all rights to Bglp40- with first rights of negotiation involving Merck KGaA - this is an ace in the hole for ONTY.

px478 phase I update in December.
px866 phase II coming.

$35 Mil in cash , no debt. wow.


Sentiment : Strong Buy
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ONTY
BCRX
SGMO
NXG
TGB
dry powder

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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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Something you ought to know...

Awhile back ago - I showed why Dndn was gonna do what it did when it was $5 .

The key data was the 22% criteria.

So now I am gonna do the same favor here about ONTY.

ONTY has a better than 10 % interest in Stimuvax, now in the 3rd year of Phase 3 by Merck KGaA.

here is the key:

26 % six YEAR PROGRESSION FREE Survivals in people that were diagnosed with the leading cause of cancer death.

I am not messin around, just like DNDN was $5 when I told my readers right here.

ONTY is now $5 bucks .. and is gonna blow away all other stocks INCLUDING DNDN, in my future telescope. ONTY - a buy some and go long stock for me.


http://watch.ctv.ca/news/latest/cancer-vaccine/#clip194521

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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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The Stock RADAR: my take

I don't own STEC and I don't make recommendations. I also do not short individual stocks. But if I did make recommendations - I'd say Sell STEC. STEC had one big customer EMC . EMC announced the other day that they had too many of STEC disk drives in inventory so new orders will be put off. Add the fact that insiders sold at the top and the stock crashed, it looks too early to consider jumping in. That selloff on STEC could take months to work off the excess shares that were dumped. There are lawsuits being started, investigations, etc, etc. Overall, it's ugly.

If I had STEC I would sell it and buy stocks like:

ONTY
BCRX
SGMO
NXG
TGB

The Stock RADAR:



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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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Stocks on the threshold of sudden mass awareness

Market Talk:

I have posted many times about both the opportunity and perils of "the market". There are a few stocks that are right under the market's nose - that are diamonds in the rough - and on the threshold of big things to come. Really big things. Be mindful, I do not make buy/ sell recommendations here. I do point out my own opinion and assessment. That's the great thing about America - we can do that - even one of the market warriors and little people like me.

Now this is not to say we should be going over the deep end on these issues. Here, we acknowledge the risk of the market , we acknowledge the dark forces out there and we use their manipulative tactics against them , by the concept of "some" and maintaining dry powder. There is also awareness that things don't always work out, but we stay tuned into the odds of success.

There is one advantage - these stocks they are so undervalued against their full potential that makes me want to nibble and buy some "in portions." Sometimes these portions are just small, especially in an intitial position. Watch the Jones Stock radar on a regular basis.

Pull up a chair, and we will briefly go over three.

ONTY: I have posted about this issue's role in the shot of hope, Stimuvax, to people fighting cancer for quite awhile.

When sudden mass awareness catches up to look- ahead scouts - watch out - there can be an explosive condition.

This is something that does not happen in a day or a week or even a month. But it can slowly build to where a "threshold" of awareness is crossed. Once that happens, new levels are reached and they can stick on the way to even higher levels that are more reflective of their true value.

Three stocks that are starting to tweak the awareness meter are :


ONTY: watch Stimuvax being pursued by Merck KGaA. ONTY's development role is at least a 10 % royalty on future revenues and the impact of the "shot of hope" is going to be staggering in my future telescope.

http://www.express.co.uk/posts/view/138922/Jab-seeks-and-destroys-cancer

I have shown on this site that I estimate ONTY fair market value TODAY should be at least $32 a share on the way to $328 upon Merck KgAA's Stimuvax success to market for treating lung cancer


BCRX: a new drug is being born to the world through a most unusual way - emergency use - for people that are under so much flu stress that their lung function is at risk. Last week the Government purchased 10,000 courses of Peramivir at $2,250 each to be used in emergency use situations. They previously were given 1,200 courses through a long standing partership with health servcices.
http://triangle.bizjournals.com/triangle/stories/2009/11/02/daily52.html?ana=yfcpc

There are several catalysts for sudden mass awareness that a new drug to save lives is being born before our very eyes. Coming through on the basis of - need.

At the same time, I believe the dark forces of short based hedge funds are putting pressure on various media sources to downplay what is happening. First, they outright bashed BCRX's prospects. Now that BCRX is actually delivering very real courses of Peramivir to help save lives - these media sources have changed "tactics". They try to downplay BCRX's coming role with "objective" articles but the slant is intended to quell enthusiasm. I am saying that there seems to be some manipulation of BCRX going on and it's coming from some dark forces in the hedge fund industry.

How I handle that is by "nibbling" here n there for a hopeful long position. BCRX looks poised for sudden mass awareness of high volume proportion. When it is all said and done- more orders or Japan approval of Peramivir may just settle this matter at higher levels in the 20's and 30's.


SGMO : I have posted about how this Company figured out how to get genes to express themselves. Folks, do you realize how many ailments emerge because just one gene is set different than the rest of the population ? SGMO is taking their technolgy to tackle big health problems like hiv, nerve repair, and a coming effort to treat sickle cell anemia. This is just the tip of the iceberg of where this story will go. SGMO is the company that has the ZFP technology to express genes. The scientists behind glowing mice point the way. As a stock watcher, I'd say SGMO potential looks even larger than Genetech's when they came out with interferon - and later TPA, awhile back ago. Why? Because SGMO's ZFP technology is going to lead to breakthroughs to come in the medical field in my future telescope.
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Then there are the slow burning stocks that seem to simmer on the back burner. These could also start to heat up as gold fluctuates over the previous glass ceiling of $1,000 / Oz and it may trend towards the $1,150 mark, as predicted here.

NXG and maybe some TGB too.

We always maintain dry powder too.

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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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Find your Chi...

Do what you have to do. Just do it.

I will share something. We need to do better in taking care of ourselves. If you do not take care of yourself then you can't help others.

Much of America is spending too much time in front of an electronic device. I see it happening to the kids too.

WE need to.... walk and Run.

We need to .. ride a bike.

WE need to .. lift some weights..

We need to get more active.. rake leaves, wash a car , anything just move

WE need to .. start a T'ai Chi program. get a book and look at the movements.

We need to... watch the diet, eat an apple everyday and oatmeal too with a banana.

We need to... watch the sugar foods.

WE need to... find balance.. find your Chi...

We need to ... pray everyday. and this - know the prince of peace paved the way.

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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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The Real numbers: ONTY and BCRX..

These are the future numbers that are closer to coming reality in my future telescope:

Stimuvax: Merck KGaA lead. Developed by ONTY with at least 10 % rev royalty.
Stimuvax is in the 3rd year of final Phase 3 global clinical trials.
Lung cancer is the leading cause of cancer death, more than most others, COMBINED.

Breast cancer is the next leader in women.

Here are Stimuvax numbers, closer to coming reality with at least a 70 % chance of success in my future telescope..

Example: Avastin for treating lung cancer costs $54,000 per patient per year.

It is reasonable to say Stimuvax , the shot of hope, injected every six weeks will be no less than $ 20,000 each year.

The first year's demand to get the shot of hope could easily be 100,000 people.

$20,000 x 100,000 = $2 BILLION revs to Merck KGaa

ONTY:

say ONTY receives 10 % revenue royalty (conservative).

=$200 MILLION per year.

say of that, $150 Mil is earnings.

$150M / 32M (total shrs, warrants, options)

= $4.68 eps

PE of 70

ONTY shr value = eps x PE
$4.68 x 70 = $328 per share.

(The phase 2 clinical results speak to me. They say that Stimuvax will become known as the SHOT of Hope, Right to FIGHT, real deal.)

http://watch.ctv.ca/news/latest/cancer-vaccine/#clip194521


Conclusions:
Merck KgAA is sandbagging.
70 % chance of success.
Today, ONTY should be AT LEAST 1/10 the value of stimuvax success.
That is $32 a share, not $4.25 (about where it sits today)

ONTY fair market share value TODAY, right now, should be at LEAST $32.
ONTY is under valued while the market sleeps.
Sleep lil' market sleep - It's the opportunity of a lifetime for "some" in my humble opinion. (Here , we "nibble" . See the Stock Radar below).

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BCRX :


Peramivir was assigned an Emergency Use authorization in the US.

The US government originally had 1,200 courses, but yesterday ordered 10,000 more.

There are 30,000 hospitals in the US.

As winter approaches both the seasonal flu and h1n1 will be prevalent.

It is not unreasonable to project that every hospital would need to maintain 5 courses in stock. The current EUA process is still cumbersome when cases increases. Peramivir is called on for compassionate use when a person's lungs and surrounding tissue has been invaded to the point where lung function is at risk. Peramivir has already saved many lives on the brink of death.

5 x 30,000 x $2,250 = You do the BCRX math and take it from there.
Then add a coming Japan approval and Korean orders.

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Conclusion BCRX and ONTY are BOTH extremely undervalued and represent unparalleled opportunity of "some".

Both are stocks of positive impact to the world.

Here, we follow the concept of some, nibbling , and maintain dry powder.

Scroll down and see the five Stocks I favor on the stock radar. These are not buy/ sell recommendations and only my best humble opinion and assessment.

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ALL in my humble opinion, scroll down and read more..

This site does NOT make Buy / Sell recommendations.
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