a bunch of my IMCL posts, including on-site visit research/dd/investigation:
An IMCL set-up? for movement higher:
Message 11148294
1st Purchase price/1st researching:
Message 10769530
Marty to Anthony@Pacific:
Message 8754387
Message 8038425
To: tuck who wrote (312)
From: QuietWon
Thursday, Feb 25 1999 7:30PM ET
Reply # of 962
Hey tuck, I mention IMCL on the ONXX , ENMD threads before, no one seemed to give a whatever. On Entremend, I mentioned there's a new kid in town. Most people sre just daytrading and could care less, unfortunately. Their loss.
Message 7787745
To: Marty Van Acker who wrote (270)
From: QuietWon
Thursday, Feb 11 1999 10:06PM ET
Reply # of 962
HUMAN testing; 100% success rate, 88% no tumor remaining; tumors gone in 30 days , 8 days was fastest; Phase 3 FDA PR soon; leader in segment;
oh yeah look at move of IDPH (similar technique, no compete) to see what a realistic AND GREAT move is very possible for IMCL
Message 8360459
Visit to IMCL on Varick St.
Message 7415711
Call Yahoo to get msg #730:
messages.yahoo.com
Braveheart?s comments:
siliconinvestor.com
ONXX vs IMCL
Message 7573592
Message 7580127
Message 7573144
msg # 647 on Yahoo ? call Yahoo
To: Bill Rood who wrote (259)
From: QuietWon
Saturday, Jan 30 1999 4:38PM ET
Reply # of 345
yeah, right, somewhat dead, b/c IMCL outclasses onxx on various fronts and NO ONE CAN DISPUTE the FACTS / STATISTICS showing IMCL further along in
(1)development ie. availability of product
(2)efficacy ie. how well the product works
(3)rate of regression ie. how fast the tumours shrink
Again i ask, if you had cancer, which co's treatment would you choose?
a) With IMCL's 88% rate of complete regression and 100% of persons having over 50% regression, I take that over 23% complete regression or 62% of persons having over 50% regression.
b) Additionally, no/zero/nada participants with IMCL's drug developed any further growth WHEREAS with ONXX <- 4% had tumours that GOT WORSE not better!
With (a) & (b) facts, I sure as heck would not want to be going with ONXX ... and to recommend such, knowingly (ie. knowing the facts & results of the studies) WOULD BE CONSIDERED NEGLIGENT in a court of law.
ENMD vs IMCL
Message 7231196
siliconinvestor.com
Message 8241464
Message 7749153
Message 7785604
To: David Winkler who wrote (1508)
From: QuietWon
Thursday, Feb 11 1999 8:06PM ET
Reply # of 1976
Why the heck is everyone so hot and bothered about ENMD - still in phase II, still on mice. IMCL awaiting entry of phase III (and news today from CEO confirms it's coming), works on humans, 100% of persons in the trials had their tumors shrink by more than half, 88% had complete ie.100% disappearance of their tumours. Product is way closer to market than enmd. You heard the CEO it's a hundreds of millions market each year. Their drug C225 can be used in several areas of the body they believe, each needing separate FDA approval, so they have 'multi-products'. They have a lot of CASH - from their financial partner Merck. And yet ENMD's product very far behind, doesn't work, etc moves - only b/c ppl got overzealous a yr ago and so , remember the co's name. Well, their's a new name in town - IMCL !
Message 7786014
MDDM vs IMCL
Msg # 859 on Yahoo msg board for IMCL ? call Yahoo to get it
To: Dave Gore who wrote (1510)
From: QuietWon
Thursday, Feb 11 1999 8:32PM ET
Reply # of 1976
Obviously no one here has been in a life/death situation. You try available drugs and if not available, you look at experimental.
Which drug would you choose, if YOUR life depended on it:
ENMD - in phase II, on mice
IMCL - phase II by FDA already. Now talks going into phase III. Tested on HUMANS. Works on HUMANS. Works so well, 100% of the patients had over half the tumors gone! 88% had the tumors disappear TOTALLY - I doubt there is a drug out there and as far along that works this well.
Plain and simple - if I had to choose, it would by IMCL . One day you may have to choose.
In the situation I found myself - it was a coma caused by lack of oxygen to the brain from choking on steak in a NYC restaurant - checked with doctors to find any experimental technique, surgery, etc. Anything. If it was cancer, I sure as hell know, whose drug/solution to the cancer I would choose.
Play enmd for a stupid flip, but if you want a co/drug that will save lives and been here well before others, chk out IMCL, if you even give half a damn, you'd do so.
To: Marty Van Acker who wrote (251)
From: QuietWon
Saturday, Jan 30 1999 3:59PM ET
Reply # of 962
onxx vs. IMCL -- issues: based on facts, if u had cancer, which co's treatment would you choose to use?? IMCL - here's why...
A. Stage of Development - of furthest along product ie. AVAILABILITY criteria
onxx - head & neck cancer - still in phase II
imcl
- actually BEC2 drug for Lung Cancer in phase III.
- Head & neck cancer - awaiting phase III - only thing needed is approval on the protocol - clinical test portion APPROVED ALREADY by FDA
biz.yahoo.com
B. Efficacy - extent of how well treatment works (both co's work better than chemo, no probs there)
onxx
- 62% had greater than 50% regression. Included in that, 23% had complete regression
- 4% GOT WORSE ie. it didn't work - and that occured on persons with a SINGLE tumour
imcl
- 100% had greater then 50% regression. Included in that, 88% had complete regression
- zero, nada, nil got worse
Based on availability and efficacy, if you had cancer, which drug would you want administered?
C. Rate of regression ie. how fast tumours diminish
onxx - does not say, but mentions 1.5 months, uncertain
imcl - within 30 days, tumours are gone/unnoticeable ! I can only imagine, from my aunt who passed away in the early 1980s, and who won beauty pageants in the 1950s, how good it would feel to not have any visible tumours. If you attend an IMCL presentation, you will see before/after pictures - these will not be made available to the public without a presentation.
D. Ownership, Partners, Financial Mgmt, Insider activity
- Mgmt owns over 10% of the stock. -
- Merck Gmbh providing initial financing, milestone payments (in form of purchase of stock up to 20% of shares, at premium to then current market price). $90 million on financing in total. One of toughest things biotech co's face is financing - IMCL has it.
biz.yahoo.com
With a burn rate of 1.5m/month, IMCL has funds to last about 48 months (4 years)!
- Insider activity recently: late Nov, Chairman exercises 10,000 options @ ~$8 incurring tax liab in 1998; in Dec, a Director exercises 7,400 shrs ~$8.75 to 9, again incurring a tax liability in 1998. One Director bot at 10 3/8 -1/2 ! On Jan 26, 1999, 5,000 shares bot by a Director -> at $10 + !!
E. Biotech Stock Price Movement - statistically shown, and quoted in biz/newsweek in Dec. section on biotechs, that:
50% of longer term biotech stock price run up occurs during the period from approval to enter phase III until time of marketing approval. IMCL awaiting approval to enter phase III - medical/testing part done, just waiting for the ok on the protocol / business plan, if you will. IMCL's own press release says to happen in 99Q1
Some will take the pop on attainment approval of Phase III, but they will miss a significant rise if they don't get back in. Look at IDPH
F. Company PR (public relations)
The company likes to make announcements having significant meaning to their operations. They have not, certainly in the recent past, put out press releases about speaking at industry wide & analyst conferences. I am speaking to the company about this aspect.
For example, IMCL presented at the Hambrecht & Quist health care conference in mid January. Over 250 companies were there over 4 days. I believe that not all companies presented, further distinguishing IMCL. IMCL is the leader in its area!
On February 11-13, IMCL will present at the Cruttenden Roth 11th annual Growth Conference. phone 800-678-9147. This conference is for institutional investors.
IMCL's tight lips I liken to PMC Sierra (PMCS) which H&Q bot in my acct there in the mid 40s. Later the stock dropped to 35, on a BT Alex Brown (I think) analyst who said PMCS wasn't doing any good. PMCS, in their tight lipped fashion, did not comment. Stock sunk to 29/28. My H&Q guy told me not to worry. Well, PMCS has gone over $70! Another situation, on GMSTF, they bot for me at $46. Stock sank to low $30's. I was pissed! Climbed back to high 30's, then buyout offer for $45. Stock opened at $46 and I called saying “take it” (ie. sell it, I want to break even). H&Q told me offer crap and they were holding - stock went into high 60s! now in 50s. SO, on IMCL, I am happy with their tight lips ! |
