Wall Street Teacher

Interested in life sciences, markets, history, horology, things that go BOOM!, gardening, cooking, and connecting those seemingly unrelated dots ......

[Wall Street Teacher @teacher_wall]

Amazing that $PGEN opts to NOT have a conference call. It shows an utter lack of understanding on the shareholder relations front. Folks need transparency and reassurance during troubling times.

Proxy voting should be interesting this year.

[Wall Street Teacher @teacher_wall]

@AnExpertOne1 T1D addressable market dwarfs all cancers combined. IF IF IF there is efficacy here on a larger trial, we could be looking at an epic run. .

[Wall Street Teacher @teacher_wall]

#PGEN

APE ARMY RISING AFTER HOURS!! Solid data on T1D that I believe is partnerable .

#IBB
#ARKG
#XBI
#FBTW
#wallstreetbets
#ShortSqueeze
#trading
#stocks
#StockMarket
#StocksToBuy
#trading

[Wall Street Teacher @teacher_wall]

@AnExpertOne1 I believe Helen had a way to get Dr. C off of clinical hold. Sometimes very smart people have difficulty taking advice. As for RJ-- he also bought into the Jon Lewis story so let's say he's not the best judge of what makes for an effective CEO.

Quite the overhang...

[Wall Street Teacher @teacher_wall]

$PGEN Ape Army in disarray as Germans exit (all or some???) of their position via a 10B5. This more or less adds a 30-45 day overhang over the stock as bidders are not going to be aggressive given the steady supply. Next up: Data in Q2.

#"Very excited!"

[Wall Street Teacher @teacher_wall]

@ToddWilliamson Life as a PGEN shareholder the last 5 years.

# "I'm REALLY Excited!"

[Wall Street Teacher @teacher_wall]

@ToddWilliamson Unless they start crossing blocks at some point. Until then--- gonna need a bite stick.

[Wall Street Teacher @teacher_wall]

@imsparticus2000 looks like they are aiming at 10% of the daily volume. My guess is they are going to try to get below 10%. That means we have quite a long stretch unless volume picks up.

[Wall Street Teacher @teacher_wall]

Merck BOD seen discussing recent $PGEN 10B5 sales. What's 100K shares or so a day or so between friends?

Radio silence from $PGEN so I will assume the Germanic Tryst is kaput. I guess Merck decided to go in another direction.

#"REALLY EXCITED"

[Wall Street Teacher @teacher_wall]

No $PGEN conference call. That's a staggeringly bad PR decision given the recent share price assault and 10B5 filing. Folks need reassurance in choppy waters---NOT RADIO SILENCE.
#SillyMonkey

[Wall Street Teacher @teacher_wall]

@DonLimp31426421 Well, the government is effectively funding PGEN's redosing tech so someone sees some POTENTIAL efficacy. That's why they run trials-- everything is theoretical until you get humans in the clinic.

In a perfect world Gilead wants to dominate the entire Hep space. We shall see.

[Wall Street Teacher @teacher_wall]

SIGH.......Ape Army in a frenzied full retreat. Not so long ago it looked like we were going to easily go into the double digits.

[Wall Street Teacher @teacher_wall]

@AnExpertOne1 No real sponsorship in the name yet. It would be nice if we had an anchor investor to buy the dip on days like today.

Form 13s due in a couple of weeks. Let's see it anyone recognizable joined the party.

[Wall Street Teacher @teacher_wall]

@ThomasUBarton1 AMEN. Maybe a brilliant researcher but a HORRIBLE CEO. First " stay tuned" Dr. Lewis, then " biking" Dr. C- time to bring in PROFESSIONAL leadership who understands that shareholder capital is NOT grant money.

[Wall Street Teacher @teacher_wall]

@ThomasUBarton1 I think Mr. Market is skeptical. Since the XON/ZIOP split Dr. C blew through a MASSIVE amount of cash and got VERY FEW patients into clinic. Folks are going to wait and see what the new team can do.
Waiting on the 10Q to see the cash position post the (2nd) corporate divorce.

[Wall Street Teacher @teacher_wall]

A decent AM on minuscule volume. Let's see if the Stifel friends and family call tomorrow elicits any interest.
$PGEN

[Wall Street Teacher @teacher_wall]

Short interest in $PGEN climbed over 2MM shares in the last reporting period. That explains some of the pressure over the last month.

[Wall Street Teacher @teacher_wall]

@IveyContrarian I would argue the current BOD (with a few exceptions) is more or less an emeritus clubhouse. We need folks who are more contemporary and who have connections to needed resources. For example, why is JPM banker still there? They haven't been constructive on the name for 2 years.

[Wall Street Teacher @teacher_wall]

So when will we see a changing of the guard of $PGEN dinosaur BOD.

New CEO- she should have the right to reshape the board with folks not from the 1980s!

[Wall Street Teacher @teacher_wall]

Another day in the bio Gulag. No love for $PGEN.....