KWalzz
Posted - 1 hour ago
$DVAX = the return of the
Barry64
Posted - 2 hours ago
$DVAX A financial television network today spend a great deal of time with various guests talking about all the M and A activity they anticipate next year. They mentioned in particular the pharma industry as the big players are looking to acquire small profitable companies that are capital rich that they can easily 'bolt on' to their existing operations. Some of the big pharma have drugs patents that are expiring in the near future. This gave me some needed encouragement to stay here for a bit longer.
Buy_dvax100
Posted - 2 hours ago
$DVAX
Buy_dvax100
Posted - 2 days ago
$DVAX
AccuRoger
Posted - 2 days ago
$DVAX More HIV news. This can generate Revenue soon. More data due in Q1. In the first stage of this trial, the subjects received either UVAX -1107 adjuvanted with CpG 1018® (Dynavax) and aluminum hydroxide or placebo. UVAX-1107 utilizes Uvax Bio’s 1c-SApNP® vaccine development platform to generate virus-like particles (VLPs) which closely resemble the target virus in size, shape, and multivalent antigen display; in this case, 20 copies of the native-like, prefusion-stabilized trimeric HIV-1 antigen.
Wake up DVAX IR!!
https://www.businesswire.com/news/home/20241119678421/en/Uvax-Bio-Announces-Interim-Results-from-a-Phase-1-Clinical-Trial-Evaluating-its-HIV-1-Vaccine
toddlam
Posted - 2 days ago
$DVAX i held again and RFK comes along
Vanderm98
Posted - 2 days ago
$DVAX Boy, that worked great. GL
VictorJung
Posted - 3 days ago
$DVAX too bad hepatitis b only exists in the US. Couldve been a huge worldwide market if the virus didnt spontaneously explode outside US border ( sarcasm) ;)
AccuRoger
Posted - 3 days ago
$DVAX Here is a more detailed presentation that specifies Heplisav as the preferred vaccine for those with HIV. Management silence regarding this updated guidance during last week’s CC is a disappointment. They also never mentioned the poster given at the AASLD Conference on Friday that further supports this preference via a large INTERNATIONAL HIV Phase III trial. The new Heplisav during pregnancy package insert wording was barely mentioned. The analysts were asleep too. What up management??
https://clinicalinfo.hiv.gov/en/guidelines/hiv-clinical-guidelines-adult-and-adolescent-opportunistic-infections/immunizations
Dvax2theMoon
Posted - 3 days ago
$DVAX jeeze where is the bottom here? all the gains drained away
KWalzz
Posted - 4 days ago
$DVAX Blackrock sold roughly 2.5 million shares this year, maybe to hold down from 18% while at 08-13 they owned 21,903,334 shares. Kynam's investment philosophy emphasizes long-term growth
AccuRoger
Posted - 4 days ago
$DVAX partner, Mount Sinai, provided the following animal study using CpG 1018. It is detailed and technical. They want to move forward with their Universal Flu solution. This shows researcher interest in CpG. https://www.nature.com/articles/s41541-024-01014-8
KWalzz
Posted - 4 days ago
$DVAX 8,112,351 shares were traded on Friday (accdg to YF). this can not be attributed to options expiration only imo. imo, we now see more of the volatility I spoke of back in Oct after the first Deep Track moves. I really have hope for the first time in years and will change my tune more bullish, cautiously and steadily, until I see the same old shit. We are here to make money!
AccuRoger
Posted - 4 days ago
$DVAX The NEJM is a prestigious medical journal with this newly posted wisdom. Now expand worldwide…
Quote
The preferred hepatitis B vaccine is now the adjuvanted recombinant vaccine, HepB-CpG (Heplisav-B)
https://www.jwatch.org/na58105/2024/11/15/hiv-primary-care-guidance-updates-2024
AccuRoger
Posted - 5 days ago
$DVAX competitor, VBIV, is now out-of-business in the USA. They were always tiny. It is good that they will no longer appear listed next to Heplisav. Quote The U.S. Food and Drug Administration is aware that VBI has permanently discontinued distribution of PreHevbrio.
https://www.businesswire.com/news/home/20241115135978/en/VBI-Vaccines-Issues-Voluntary-Nationwide-Recall-of-all-PreHevbrio-Vaccine-Due-to-Discontinuation-of-Company-Operations
KWalzz
Posted - 6 days ago
$DVAX if management and CEO are smart (IF!) - then it will work out this way most likely: the debt are convertible senior notes and can be converted into shares of common stock (can also be bought back in cash or a combination of both). the capped calls can only mitigate a number of shares when debt is converted to shares, but this would add to cost severly and the shares count reduction is limited. now with the share buyback program they are able to buy back a number of shares similar to the number of shares that would be diluted when senior notes are converted but at a lower price after all. this is a smart way to get out of the debt and at least care for not too much dilution coming with it. this way they should be able to still have ~ 450-500 million USD cash and debt is gone, share count stays roughly the same. IF they are smart!
KWalzz
Posted - 6 days ago
$DVAX wow, what a crap, and I had hope for the first time ... but the down-go is also the work of the idiot who named an antivaxer as health secretary ... more of this idiotic stuff to come, 4 years of BS ahead.
kev_cl
Posted - 6 days ago
$DVAX RFK Jr. just f’d biotech
AccuRoger
Posted - 6 days ago
$DVAX There is a path to close out the $220M in Debt AND resolve the 21M Capped Call with a strike price of $10.46/share AND buyback $200M worth of shares (assume $15.50/share. Start with $764M in Cash with future prospects of profitability going forward. $764 Cash
Minus $220 Debt
Minus $220 Cost of Capped Call
Minus $200 Buyback
Result: $104 million for working capital
Reduction of Shares:
Start 131M as of Q3
Minus 21M Capped Call resolution Minus 13M Buyback
Result: 97 million outstanding shares
Why don’t the analysts ask consequential questions??
Stanplain
Posted - 6 days ago
$DVAX a more optimistic perspective...... GS , knowing about the buyback, has been accumulating shares BEFORE earnings in 11 and 12 range to sell at 13. Now is in their best interest to move price up to reap more profit on remaining 20 million Deeptrack knows about convertible,would not be satisfied by a quasi buyback and will pressure to redeem around maturity= less dilution
AccuRoger
Posted - 6 days ago
$DVAX The top ten Tute Holders as of September 30 are listed on the NASDAQ website. The TWO BlackRock listings seem to be a duplication. 20.9 million is the most recent update as of a few days ago.
KWalzz
Posted - 6 days ago
$DVAX imagine a world where an idiot picks an antivaxer for health secretary ... or ... how to destroy billions of value in bio stocks.
Stanplain
Posted - 1 week ago
$DVAX interesting that the buyback is equal 200 million, same as convertible note. Wouldn't it be smarter to Usemoney to redeem notes, where shares are priced lower =more shares bought back....or in othee words GS is selling at 13+ the shares they will buy lower ....
JeffTex
Posted - 1 week ago
$DVAX so the tutes will keep this below $13.60 for unforeseeable future. With no buyout either in the cards for us. They will just ride the free share train till it’s out of gas. Is it time to sell & move on ?
IsabellaDC
Posted - 1 week ago
$DVAX Remains correct but very slow. Do not own. Just watching the correctness of the scan.
martycar97
Posted - 1 week ago
$DVAX Here's a question for everyone. Since this stock is owned so heavily by institutions do you think they are invested because they see a big upside coming in the stock, or because they could manipulate it by making money off of shorting the stock etc? Maybe the answer is both? There has to be a reason they are invested in this company and I'm sure it is more complicated than why I'm invested in DVAX. Hopefully the insiders let the stock run this time and don't dump shares at $15.
Garivaz
Posted - 1 week ago
$DVAX The trigger to execute convertibles to be $13.6 for 20 days? Is this still applicable here? If so they will try to keep the share under this limit always?
