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Amy Baldwin

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  • A Gold Mine In Biotechnology: The Companies Poised To Benefit [View article]
    It has only tested 16 patients. I think more is still needed, but if the larger trial is anywhere near as effective then I think we will see special attention from the FDA
    Sep 10 09:49 AM | 1 Like Like |Link to Comment
  • A Gold Mine In Biotechnology: The Companies Poised To Benefit [View article]
    I agree that more testing is needed, and you are right, I am not a scientist. I simply look for investments that I believe to be good values. As an investor I am encouraged that NeuVax's Phase 3 trial is almost developed from the strengths of its Phase 2 trial. It's not a guarantee, but still encouraging, especially due to the complexity of cancer.
    Sep 10 09:48 AM | 2 Likes Like |Link to Comment
  • A Gold Mine In Biotechnology: The Companies Poised To Benefit [View article]
    As you know the biotechnology space is very large and just about any company can make its product sound promising. I have never looked into GNBT and judging by its performance alone it does appear as though it has failed to satisfy shareholders. I would however be interested in looking into the company, but at this point I have never studied it nor could I give a fair assessment.
    Sep 4 04:54 PM | Likes Like |Link to Comment
  • Dendreon Approaching End Of Road, While Other Immunotherapies Thrive [View article]
    Cheap and value are completely different. If a company is constantly losing money, and has shown no signs of profitability, then I am not certain that you can make a case that it is worth any amount of money, much less an investment. It would be different if there was a clear path to profitability, but with JNJ and MDVN creeping in the shadows it's impossible to know what the future holds.
    Aug 1 11:50 PM | Likes Like |Link to Comment
  • Dendreon Approaching End Of Road, While Other Immunotherapies Thrive [View article]
    Piem, your suggestions seem reasonable.
    Aug 1 11:47 PM | Likes Like |Link to Comment
  • Dendreon Approaching End Of Road, While Other Immunotherapies Thrive [View article]
    Over the last two years DNDN has made several efforts to improve its margins, and finally we saw progress during this recent quarter. But there is no way to know whether or not closing the facility will result in profitability, reduced COGS, or if it will benefit the company in any way. At this point it is speculation, but judging by the stock price, I'd say most aren't too confident, as much of its reaction was due to its restructuring and a lack of faith among shareholders
    Aug 1 11:47 PM | Likes Like |Link to Comment
  • Dendreon Approaching End Of Road, While Other Immunotherapies Thrive [View article]
    DNDN needs somewhere between $450 and $500 million in sales to reach profitability. The COGS are too high, and are a crucial part of the due diligence that any biotech investor should perform before investing in a stock
    Aug 1 11:42 PM | Likes Like |Link to Comment
  • Dendreon Approaching End Of Road, While Other Immunotherapies Thrive [View article]
    Analysis of DNDN wasn't necessarily the goal. Anyone who follows GALE knows that everytime DNDN falls to a large degree GALE is never far behind. My purpose was to show that there are few to no similarities between the two companies. BTW I did read Brian Nichols' article and it was good, and provided the DNDN analysis that you, or a DNDN investor, may seek. I also read Cohen's remarks, and he makes good points, as an investor in DNDN.
    Aug 1 11:40 PM | Likes Like |Link to Comment
  • Are Stem Cells Becoming The Next Bull Market In The Biotech Space? [View article]
    It is a large space, and Sangamo has been a nice performer in 2012, perhaps in a future article?
    Jul 30 08:15 PM | 2 Likes Like |Link to Comment
  • Are Stem Cells Becoming The Next Bull Market In The Biotech Space? [View article]
    I agree and as technology improves and more funding becomes available I look for cell therapies to enter most markets in the next 5-10 years. There is a huge demand as the therapies would benefit all who as of now have few choices of treatment
    Jul 30 08:13 PM | Likes Like |Link to Comment
  • Are Stem Cells Becoming The Next Bull Market In The Biotech Space? [View article]
    I apologize for the late response. I haven't been available today. This is a mistake on my part, I had thought the studies were active. I apologize, but appreciate you noticing and bringing to my attention the error. It should be corrected in the next 10 minutes. Thanks again.
    Jul 30 08:10 PM | 1 Like Like |Link to Comment
  • 5 Momentum Stocks With Pullbacks That Could Be Your Opportunity [View article]
    I guess you are right. Besides DNDN no other group of investors have had to endure as many ups and downs. Good points
    Jul 26 02:47 PM | 1 Like Like |Link to Comment
  • 5 Momentum Stocks With Pullbacks That Could Be Your Opportunity [View article]
    sts66, you are now putting words in my mouth. I have not mentioned profits because the margins are unknown. As for the Citron Report, I only acknowledged that the report is what killed the stock,and might I add the timing of the "report" was quite typical. Same situation for QCOR. Citron is a known short seller and every analyst who has come to the defense of VVUS or QCOR has stated the fact.
    Jul 26 02:45 PM | 1 Like Like |Link to Comment
  • 5 Momentum Stocks With Pullbacks That Could Be Your Opportunity [View article]
    You have every right to be long ARNA and I think you will make a lot of money with ARNA. Just remember, it doesn't have European approval at this time, and as of now, other companies are wishing they were out of Europe, not in Europe. Europe has an unprecidented unemployment rate, therefore consumers may not be able to afford the luxury of a weight loss drug. As a result Europe could be a big miss,, which is a scenario that ARNA investors fail to explore. I am not saying it will happen, but definitely a possibility. Companies in Europe are the ones trading with large loss, ARNA is better off to stay in US until Europe settles down.
    Jul 26 11:28 AM | Likes Like |Link to Comment
  • 5 Momentum Stocks With Pullbacks That Could Be Your Opportunity [View article]
    I agree and thank you
    Jul 26 11:24 AM | Likes Like |Link to Comment
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86 Comments
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