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Amy Baldwin

 
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  • 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
    Feb 28 03:15 PM | Likes Like |Link to Comment
  • Following The Smart Money In The Intellectual Property Battle [View article]
    3.5% but are attempting to obtain a larger royalty rate. The situation changes by the day
    Feb 28 03:02 PM | Likes Like |Link to Comment
  • Following The Smart Money In The Intellectual Property Battle [View article]
    That is possible, good observation, but I am sure that those same investors hold some small cap stocks
    Feb 28 03:01 PM | Likes Like |Link to Comment
  • 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.
    Feb 26 11:58 PM | 5 Likes Like |Link to Comment
  • 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.
    Feb 11 04:45 PM | Likes Like |Link to Comment
  • 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.
    Jan 2 03:07 PM | Likes Like |Link to Comment
  • 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.

    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
    Jan 2 01:56 PM | Likes Like |Link to Comment
  • 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
    Dec 11 03:40 PM | Likes Like |Link to Comment
  • Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]
    I think it's probably because investors believe there are no immediate catalysts. Or maybe people are worried about tax rates since the stock has performed so well. It's hard to say. But if you blink it could be $2.30. Watch for other partnerships
    Dec 11 03:39 PM | Likes Like |Link to Comment
  • Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]
    I don't think your concerns are anything that's specific to GALE. This occurs in all biotech companies. When you incorporate its large YTD return there are going to be people with opinions. I think the best way to play is to buy and forget, look back in two years.
    Dec 11 10:23 AM | Likes Like |Link to Comment
  • Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]
    The SPA has to do with trial design and does not affect the stock price. The company currently has $15 million in cash, we don't know the financial terms of the Teva deal, so the company will probably run out of cash in Q2 or Q3 of next year. But it is very possible that the company finds new partners by then to help with costs. The boosters are given throughout the treatment, every six months as a form of maintenance. These boosters were not given in the Phase 2 trial but have benefit to improving the results
    Dec 11 09:55 AM | 1 Like Like |Link to Comment
  • 4 Speculative Investments You Might Want To Consider [View article]
    Dendreon's struggle with reimbursements are scattered throughout the majority of their quarterly filings in 2011. It was one of the primary reasons that the company "said" that it did not meet expectations, because it was having trouble with reimbursements and slower than expected physician acceptance due to its benefit/cost ratio. You can take a look at their filings or read the link below. It provides a fair and balanced perspective with research and reasons.

    http://bit.ly/s07Pm4
    Nov 20 10:46 AM | Likes Like |Link to Comment
  • The Other Side Of Galena Biopharma [View article]
    I find it completely unprofessional and reprehensible that Seeking Alpha published this and that PropThink wrote the original article. As a person who has seen the effects of breast cancer first hand, it devestates me to see a company that has gone through all of the FDA and regulatory processes for their product, only to be harmed by a journalist with an obvious agenda. I see absolutely no merit in the articles that have been published and considering that legal action is pending am surprised that this was published today. Shareholders, investors and those suffering from cancer are being negatively affected by an article deemed libel by Galena's legal team.
    Nov 15 11:51 AM | 8 Likes Like |Link to Comment
  • Galena Biopharma: Catalysts Have Led Its Stock Higher [View article]
    A trial is to study a product and identify its best methods of use. Galena seems to have found the answer, and I'm sure those who are yet to recur and have taken NeuVax would agree. There are patients who are relying on this treatment and are counting on it to be successful, some of which can't afford traditional treatment, therefore they enroll in a clinical study. Articles such as yours serve no purpose but to hurt investors and patients, so a few can prosper. Haven't you already accomplished this goal?
    Nov 13 10:13 AM | 1 Like Like |Link to Comment
  • NeoStem to Create Value with Billion Dollar Potential [View article]
    I agree that CUR has potential, but it's also dangerous, a preclinical company. It's hard to know anything about a preclinical company.
    Nov 12 03:35 PM | Likes Like |Link to Comment
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