IMUC is under new leadership, therefore it's a new vision. Singh used a third party manufacturing facility, and after assessing the upside and downside I think the new CEO will also determine it is best to manufacture with PCT
What is wrong with the information you cite? I'd love to find more biotechnology companies in late phase development that spend just $6.4 million per year. Most spend $6.4mm per quarter. ONCS will be able to continue operations until data is announced, at that point the company's valuation will be changed
You are way wrong. Look through the company's board and scientific team, many of which were at Inovio. At Inovio it looks as though there was a change of opinion regarding development. ONCS went with the electroporation and I feel confident that ONCS will have a product to market long before INO
A Look At One Of The Fastest Growing Industries In The Market And How To Benefit [View article]
Thank you for your comment Alvin. I agree that the prospect of a centralized data base would make a lot of sense. It would be nice to have the ability to share your entire medical history--excluding anything that you choose to opt out-- just by swiping a medical "key card" or simply have the history associated with your name/SSN. This would be convenient and would eliminate having to guess the last time you were immunized for MMR. Going back to the issue at hand, as you say, the data base info could be limited to opiates/ Schedule II drugs, to address any privacy concerns. This is something the government needs to act on...PRONTO!
Galena Biopharma's NeuVax Vaccine: What To Know Before You Invest [View article]
Robert Schwartz, while you bring up several good discussion topics, nothing in this piece is new. All of this information has been argued and debated over and over and over again. So I am not really sure of the purpose to this article. Everyone knows that the phase two trial was to investigate NeuVax’s best use. The company found that using the vaccine on those with lower levels of HER2 was more effective. Anyone who has followed the stock knows the number of differences between the phase two and phase three PRESENT trial. I think one writer put it, “this trial is built around NeuVax’s strengths while the other was not” GALE is at the very least worth a small investment, and I think the comments and articles provided by Rich Steffens are much more thorough, thoughtful, and useful to those seeking an unbiased opinion, as he does not currently own shares. In regards to you Mr. Schwartz, I am very interested in your motives. I’ve never seen you cover Galena in the past and for a “30 year veteran of the Pharmaceutical Industry” who was most recently in the role of “Executive Director, Strategic Transactions for Bristol-Myers Squibb Company”, why would you even waste your time with such research on a small little company like Galena Biopharma, especially if you are “betting’ against its success? It doesn’t make sense. If you really do speak frequently about the dynamics and evolving research and treatment paradigms in oncology then you’d know that in oncology, when treating a disease such as cancer, there are no rules, no consistencies, and that we have not yet found a cure. If you were unbiased and without a position long or “short”, then you’d be much more receptive to the idea of Galena’s strategy in preventing, not treating, breast cancer. In my opinion, there were too many inconsistencies in this piece for it to be believable. I’ve already seen several people point out incorrect numbers, data, etc. This leads me to think that this was just some thrown together article with the main objective being to cause the stock to fall lower. Everyone knows that Galena is volatile, and it always humors me how everytime it reaches $2.10 there is a new contributor who rises with the same spin but different words on why GALE will fail. Honestly, I would respect you much more if you’d just come out and add a disclosure saying, “I am publishing this article on March 13 because on the 15th my, or my employers, put options expire and I need the stock to be under $2”. Then, I would have a great deal of respect for your work, because at least you’ be honest. As far as I can see, four of your five articles follow the same pattern: Bearish articles the day(s) before you need a stock to drop on volatile stocks GALE, PPHM, NLNK, and also ZIOP on March 14. Come on…. Give me a break!!! The really sad thing is that the stock did fall lower, that means there is no doubt that you’ll be at it again with some other stock in a couple weeks.
Following The Smart Money In The Intellectual Property Battle [View article]
I have tried to avoid predictions with VRNG. We know it will receive a set royalty and payment for infringements but we don't what will happen in future suits. It's really hard to tell right now. I think its upside is great but it could change month-to-month
Following The Smart Money In The Intellectual Property Battle [View article]
The article was about the investors who invested early in companies with IP suits. SPEX has seen a large move as both funds have invested in the company. You are suggesting that there are no patents but the North South acquisition was just announced, giving SPEX its intellectual property along with the two segments it already operates in
Cancer Biotech Oncothyreon Extremely Undervalued [View article]
I believe you are overstating ONTY's cash position and understating GALE's. There is a major difference, in my opinion, of cash and cash equivalents. ONTY has enough cash for 9 more months based on the filing you referenced in your article. "Oncothyreon estimates that its existing cash, cash equivalents and investments will be sufficient to fund operations for at least the next 12 months." That was dated Nov 7th. GALE on the other hand, has approximately $40 mil in cash after their recent financing. That is significantly higher than the $15 mil you stated in the article.
3 Cutting Edge Cancer Therapies May Target Investor Portfolios To Yield Gains [View article]
I think once investors realize the potential of the different ONCS systems and how it can be adapted to be used with multiple applications and treatments, we will see significant share price movement. The data thus far has been very encouraging. Safety and efficacy has been shown statistically, and the most important aspect, in my opinion, is that a persons quality of life is vastly improved when compared to the alternative treatment methods.
With Osiris Overvalued, NeoStem Is A Better Buy [View article]
I based my valuation on an absolute best case scenario that not only assumed that all GvHD patients were children but also that OSIR reached all of its potential market. This will not happen. OSIR is probably trading much higher than my average.
The expansion into all other countries and the development the product to treat other indications is still speculative. I was surprised that Prochymal was approved, but I don't think it will be approved in the states. Maybe I'm wrong, but I don't see the peak potential to compliment the valuation.
With Osiris Overvalued, NeoStem Is A Better Buy [View article]
NeoStem does not release the names of their clients... I am not sure why. It's probably related to confidentiality or it may be a decision to protect the privacy or development of certain therapeutics/patients. Most people know of three: BAX, IMUC, and SOTIO, but if you look on their investor presentation it suggests many more.
Dr. Smith spoke about the manufacturing space in a recent interview using 10% of total revenue for the $50 billion annual regenerative medicine field. However, manufacturing services expand beyond just regenerative medicine, but because NeoStem is known as a regenerative medicine company, it's probably easier to focus on that specific industry.
I disagree with the notion that BAX, IMUC, and SOTIO will leave. SOTIO already has a manufacturing facility but chose to use NBS. BAX has the resources to create its own, but the truth is that it's expensive and finding professionals to work in the laboratories do not grow on trees. Have you ever known anyone who works in one these facilities? Especially with the therapeutics being created?Probably not
I think NeoStem has a great bargaining chip: They can use the experiences of DNDN to their advantage. DNDN built its own facilities and failed. Like I said, it's expensive to build and use these facilities for one product. NBS manufactures 1,000s of product therefore its costs are less.
In terms of growth, I think NBS could more than double its revenue in 2013, and increase its margins. IMUC is in a large Phase 2 study and as enrollment continues and patients progress it will need more product. The same can be said for SOTIO and BAX, both are in large late stage trials. Therefore, NeoStem's revenue should rise
I think all three of these companies will earn FDA approvals, which will also look good on NBS, seeing as how it manufactured the cells. I expect new clients, more revenue, at least two of these companies to continue using PCT after approval, and a segment that could return $500 million in revenue in the next three-five years. I think it's one of the more promising segments that NBS is developing
Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]
10x would be a $1.25 billion market cap. If approved NeuVax could have revenue of $3 billion, so try 20x upside. Now with final data the company might seek anothe meeting with the FDA. Who knows maybe it gets fast-track
2 Undervalued Immunotherapy Picks [View article]
2 Undervalued Immunotherapy Picks [View article]
2 Undervalued Immunotherapy Picks [View article]
A Look At One Of The Fastest Growing Industries In The Market And How To Benefit [View article]
Galena Biopharma's NeuVax Vaccine: What To Know Before You Invest [View article]
Everyone knows that the phase two trial was to investigate NeuVax’s best use. The company found that using the vaccine on those with lower levels of HER2 was more effective. Anyone who has followed the stock knows the number of differences between the phase two and phase three PRESENT trial. I think one writer put it, “this trial is built around NeuVax’s strengths while the other was not”
GALE is at the very least worth a small investment, and I think the comments and articles provided by Rich Steffens are much more thorough, thoughtful, and useful to those seeking an unbiased opinion, as he does not currently own shares.
In regards to you Mr. Schwartz, I am very interested in your motives. I’ve never seen you cover Galena in the past and for a “30 year veteran of the Pharmaceutical Industry” who was most recently in the role of “Executive Director, Strategic Transactions for Bristol-Myers Squibb Company”, why would you even waste your time with such research on a small little company like Galena Biopharma, especially if you are “betting’ against its success? It doesn’t make sense.
If you really do speak frequently about the dynamics and evolving research and treatment paradigms in oncology then you’d know that in oncology, when treating a disease such as cancer, there are no rules, no consistencies, and that we have not yet found a cure. If you were unbiased and without a position long or “short”, then you’d be much more receptive to the idea of Galena’s strategy in preventing, not treating, breast cancer.
In my opinion, there were too many inconsistencies in this piece for it to be believable. I’ve already seen several people point out incorrect numbers, data, etc. This leads me to think that this was just some thrown together article with the main objective being to cause the stock to fall lower. Everyone knows that Galena is volatile, and it always humors me how everytime it reaches $2.10 there is a new contributor who rises with the same spin but different words on why GALE will fail.
Honestly, I would respect you much more if you’d just come out and add a disclosure saying, “I am publishing this article on March 13 because on the 15th my, or my employers, put options expire and I need the stock to be under $2”. Then, I would have a great deal of respect for your work, because at least you’ be honest. As far as I can see, four of your five articles follow the same pattern: Bearish articles the day(s) before you need a stock to drop on volatile stocks GALE, PPHM, NLNK, and also ZIOP on March 14. Come on…. Give me a break!!! The really sad thing is that the stock did fall lower, that means there is no doubt that you’ll be at it again with some other stock in a couple weeks.
Following The Smart Money In The Intellectual Property Battle [View article]
Following The Smart Money In The Intellectual Property Battle [View article]
Following The Smart Money In The Intellectual Property Battle [View article]
Following The Smart Money In The Intellectual Property Battle [View article]
Following The Smart Money In The Intellectual Property Battle [View article]
Cancer Biotech Oncothyreon Extremely Undervalued [View article]
3 Cutting Edge Cancer Therapies May Target Investor Portfolios To Yield Gains [View article]
With Osiris Overvalued, NeoStem Is A Better Buy [View article]
The expansion into all other countries and the development the product to treat other indications is still speculative. I was surprised that Prochymal was approved, but I don't think it will be approved in the states. Maybe I'm wrong, but I don't see the peak potential to compliment the valuation.
With Osiris Overvalued, NeoStem Is A Better Buy [View article]
Dr. Smith spoke about the manufacturing space in a recent interview using 10% of total revenue for the $50 billion annual regenerative medicine field. However, manufacturing services expand beyond just regenerative medicine, but because NeoStem is known as a regenerative medicine company, it's probably easier to focus on that specific industry.
http://seekingalpha.co...
I disagree with the notion that BAX, IMUC, and SOTIO will leave. SOTIO already has a manufacturing facility but chose to use NBS. BAX has the resources to create its own, but the truth is that it's expensive and finding professionals to work in the laboratories do not grow on trees. Have you ever known anyone who works in one these facilities? Especially with the therapeutics being created?Probably not
I think NeoStem has a great bargaining chip: They can use the experiences of DNDN to their advantage. DNDN built its own facilities and failed. Like I said, it's expensive to build and use these facilities for one product. NBS manufactures 1,000s of product therefore its costs are less.
In terms of growth, I think NBS could more than double its revenue in 2013, and increase its margins. IMUC is in a large Phase 2 study and as enrollment continues and patients progress it will need more product. The same can be said for SOTIO and BAX, both are in large late stage trials. Therefore, NeoStem's revenue should rise
I think all three of these companies will earn FDA approvals, which will also look good on NBS, seeing as how it manufactured the cells. I expect new clients, more revenue, at least two of these companies to continue using PCT after approval, and a segment that could return $500 million in revenue in the next three-five years. I think it's one of the more promising segments that NBS is developing
Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]