TELIK - Biotechwert mit solider Cashposition... - 500 Beiträge pro Seite

[Gustl24]

I-Newswire April 4, 2010 - While Biotech Stocks have traditionally provided returns in leaps and bounds, Cancer Drug Manufacturers have recreated a 'Cinderella' story turning modest investments into retirement funds. Just three months ago, Somaxon Pharmaceuticals was trading for less than $1.00/share, capitalized under $30M. Since then it has boasted a 759% jump in price, leaving speculators hungry for other opportunities and another shot at financial bliss.

In fact, as we put together this report for our Newsletter Subscribers, it took our Staff less than 10 minutes to track down several Cancer Drug Manufacturers that have soared in the marketplace this year. We consolidated the results to illustrate our purpose:
http://timelesswealth.net/tempo/telkspread.png

Nevertheless, the question remains: How do we capitalize in the Market knowing what we know?

All seven stocks listed (above) were small, Cancer Drug Manufacturers trading under Wall Street and Main Street's radar. That tells us the next Biotech Mover is a Micro Cap Company that trades relatively small or 'quiet' volume...at least at this point in time.

Enter Telik Inc. (NASDAQ: TELK), a clinical stage drug development company, focused on discovering and developing small molecule drugs to treat cancer. While analysts will bore investors with intricate detail, we will keep our report concise and give you three reasons why Telik, Inc. (NASDAQ: TELK) is an exciting Biotech Play:

(1) -TIMING- "The key is to find undervalued cancer drug makers that pose nominal downside risk but retain potential for serious growth", writes SeekingAlpha columnist Justin M. Hall, in an article (http://seekingalpha.com/article/191430-three-underappreciate… on the hot trend among 'Cancer Drug Makers'. Telik, Inc. is trading at a 38% discount to its 52-week high ($1.40), a mark that could provide investors with a 61% return from the recent price per share ($0.87). Telik continues to be encouraged by long-term supporting levels just below as the price looks to break resistance for the fifth time in 10 months. Stocks are like clockwork, as many agree 'timing is everything': http://timelesswealth.net/tempo/telkchart.png

(2) -RISK MANAGEMENT- One of the greater risks involving an investment in development-stage biotech companies is the necessity for Companies to raise capital to fund operations. That hurts the share price, and consequently, shareholders. Reiterating Telik's 2010 Guidance (http://finance.yahoo.com/news/Telik-Announces-Fourth-prnews-… "The Company’s cash utilization for the full year 2010 is expected to be in the range of $18.0 million to $20.0 million". With roughly $40M in cash, the company is well positioned to cover expenses without having to resort to stock offerings to raise capital. Investors have a high chance of evading this risk in Telik, Inc.

(3) -POSITIONING- There is something oddly convincing about a Company where 56% ownership belongs to Institutional Investors. When the likes of MORGAN STANLEY, EASTBOURNE CAPITAL MANAGEMENT LLC, and OPPENHEIMER FUNDS, INC. have a combined vested interest of $19M in Telik, Inc. that tells retail investors there is something going on 'behind the scenes'. Whether that ‘something' is a FDA approval of a Drug, a lucrative buy-out or 'takeover', only time will reveal. Meanwhile, 'free trading' shares less institutional holdings, results in a float under 23M shares. That attracts speculators.

Telik's Drug Pipeline includes development candidate TELINTRA® (TLK199) which is currently in Phase 2 clinical development for myelodysplastic syndrome, and severe chronic idiopathic neutropenia. TELINTRA® is also being evaluated for the treatment of additional blood disorders. Another product candidate, TELCYTA® (TLK286), is a cancer cell-activated chemotherapeutic that has shown clinical activity in Phase 2 and Phase 3 clinical trials in advanced ovarian cancer, non-small cell lung cancer, colon cancer and breast cancer.

[Gustl24]

volumen nimmt die letzten tage enorm zu...nahezu zehnfach
zu normalen handelstagen...

habe mir mal 8000 stücke mittelfristig ins depot gelegt -
gerne meinungen zu dieser company...

muss mich in die einzelnen trials noch genauer einlesen

[Gustl24]

nachbörslich auf $1,37 gestiegen -
tagesvolumen gestern 20-fach zum jahresdurchschnitt...
macht dann ca. +25% performance gestern...für einen anfang nicht schlecht...

[Gustl24]

dies sind die probleme warum die aktie so abgestürzt ist:

TELK was once a $20 stock when billionaire Carl Icahn became a shareholder of the company and increased the stake in 2006, but after that, it fell like a rock to $0.27 because of the unsatisfactory results of its ovarian and lung cancer drug trials and the worldwide economic crisis. As the U.S. economy gradually improved and the clinical trials are back on the right track, TELK has bottomed out since last April09 and is trading around $0.80. However, this price is still grossly underestimated according to the financial situation and the potential market of TELK’s drug candidates. As my first pick in 2010, I believe that with the approach of short-term catalysts, TELK will have greater room for its stock price to grow.

TELK Overview: Telik, Inc. is a biopharmaceutical company focused on discovering and developing small molecule drugs for cancer and inflammatory diseases treatment. The company has two leading drug candidates, one is TELINTRA® (TLK199) which is currently in Phase 2 clinical development for myelodysplastic syndrome(MDS), and severe chronic idiopathic neutropenia(SCN); another one is TELCYTA® (TLK286), a cancer cell-activated chemotherapeutic that has shown clinical activity in a Phase 2 and Phase 3 clinical trials in advanced ovarian cancer, non-small cell lung cancer, colon cancer and breast cancer. Both product candidates are developed through the use of the company’s proprietary TRAP® technology, which enables the rapid discovery and efficient optimization of small molecule drug candidates.

*MDS is a form of pre-leukemia in which the bone marrow produces insufficient levels of one or more of the 3 major blood elements (white blood cells, red blood cells and platelets).

*SCN is a blood disordered typified by a very low neutrophil counts. Neutrophils are very important in defending the body against bacterial infections, and therefore, a patient with too few neutrophils is more susceptible to bacterial infections.

* Non-small cell lung cancer is the most common type of lung cancer, accounting for about 85% of lung cancer. Non-small cell lung cancer drug sales in 2008 have been as high as 3.5 billion dollars according to the latest statistics, and this market is expected to expand to 10 billion dollars by 2018.

* Ovarian cancer has become the fifth leading causes of death in women in the United States. More than 25,000 women are diagnosed with ovarian cancer, a disease that kills nearly 15,000 women every year. This is also a multi-billion dollars market.

TELK is financially sound. As we see from 10-Q, TELK has around 50 million dollars on balance sheet with no debt, but the market cap is only about 43 million. This means that if TELK close the company right now, share holders will get better price of their shares plus free technology and drug candidates which TELK already spent about 500 million dollars on them. We can tell that the current price has been seriously underestimated.

TELK has no NASDAQ listing problem in the near-term. On January 5, 2010, TELK received notice from NASDAQ that the Company's application to transfer listing of its common stock from The NASDAQ Global Market to The NASDAQ Capital Market had been approved. This means that TELK will not worry about this problem for a long time. Further more, when a number of catalysts are around the corner, I am expecting a big rally of TELK and get rid of this embarrassing situation once and for all.

[Gustl24]

dies war der auslöser des absturzes vor 3 jahren:

Telik, Inc. Announces Clinical Hold On TELCYTA TrialsMonday, 4 Jun 2007 11:28pm EDT
Telik, Inc. announced that the U.S. Food and Drug Administration (FDA) has placed a clinical hold on the Investigational New Drug (IND) application for TELCYTA(R) (canfosfamide HCl). The clinical hold was initiated by FDA following the presentation of TELCYTA Phase 3 clinical trial results at the annual meeting of the American Society of Clinical Oncology. No new patients will be enrolled on TELCYTA clinical trials, and no patients currently being treated on the trials will receive additional treatment until the FDA releases the clinical hold. The Company plans to submit to the FDA additional detailed safety and other information regarding TELCYTA and meet with the FDA regarding the clinical hold as soon as possible.
Telik, Inc. Announces Results Of TELCYTA ASSIST-2 And 3Trial
Sunday, 3 Jun 2007 07:00pm EDT Telik, Inc. announced that its results from the ASSIST-2 and3 Phase 3 study of TELCYTA (canfosfamide HCl, TLK286) versus gefitinib in the third-line treatment of non-small cell lung cancer (NSCLC). The trial did not meet the primary endpoint of demonstrating superiority in overall survival or the secondary endpoint of demonstrating superiority in progression-free survival for the TELCYTA arm as compared with gefitinib.

[VaJo]

Antwort auf Beitrag Nr.: 39.307.279 von Gustl24 am 10.04.10 08:45:35

Hallo Gustl24,
ich hab mich kurz mal eingelesen.

MC 69.99M
Cash (31.12.09) 39.73M
Burnrate (09) 24.0M
Share 53.43M

Die Firma hat erstmal keine nennenswerten Schulden -9M. Die Cashquote ist ~40M nicht schlecht, bei der aktuellen Burnrate langt das Geld rund 24 Monate.
Die Marktkapitalisierung ist mit 70M schon recht hoch, wenn man bedenkt das nur 1 Wirkstoff in PII ist. Was das für ein Wirkstoff ist und wie die Chancen und Erwartungen liegen kann ich noch nicht sagen.

[Gustl24]

Antwort auf Beitrag Nr.: 39.307.905 von VaJo am 10.04.10 13:06:27

das könnte ein mögliches game sein...(aus einem anderen board):

Drug maker Celgene already has FDA approved drug Revlimid for myelodysplastic syndromes, but the pharmaceutical industry giant still tossed 2.9 billion dollars to merge Pharmion for its Vidaza in 2007 in order to built up a monopolistic position in the hematology field. So will Celgene be kind enough to let TELK develop a next generation drug independently for hematologic disease and challenge its dominance status in this area, especially when TELK is willing to find collaboration? The possibility is pretty low, and if so, we may see a big deal accompanying with TELINTRA’s phase 2 result for TELK soon???