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Andrew J. Norris  

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  • MannKind Valuation Scenarios [View article]
    This is a very academic article but at the end of the day, a major criticism is that there are too many variables that make this modeling so unreliable it is approaching randomness. in the end, if this were coke or other large institutions, it is a lot of work but somewhere in the ballpark of reality. For a mid phase biotech, this is not realistic. Trying to set up manufacturing facilities and getting them up and running in other countries ..... 10 year target price......

    Bottom line, all these articles with predictions are highly over confident in their ability to predict an outcome. It is now in the hands of the diabetes community. If patient sentiment is good, it will be adopted. This is the point to watch. If it is adopted, the technology shows potential for a shift in drug delivery for some drugs (not all). This is also important. I just want to hit this point home because some of these articles are getting a little funny and not sure if short positions are doing the communicating here but 10 year projection is not realistic to say you are doing a service. Try 1 year and 2 years. This would be meaningful and within the timeframe of logical investing.
    Apr 1, 2015. 04:42 PM | 10 Likes Like |Link to Comment
  • Analysis: Northwest Biotherapeutics DCVax-L Germany Approval Under Hospital Exemption Early Access Program [View article]
    Ha, this is not the first time Feuerstein has exhibited misleading or false information. He does it over and over and over again. It must be understood clearly that he has no education in this area(technical, biomedical, medical, regulatory). None. So this is what you get. On the other hand, if you have colleagues whose fund hold short positions on the stock which is doing too well, then launch mis-information campaigns, you may be the go to guy to get them out of trouble. These are the two possible conditions I can see for such repetitive and very consistent outcomes over the last several years.
    Apr 15, 2014. 02:52 PM | 1 Like Like |Link to Comment
  • Final Frontiers Of The War On Cancer: PD-1 And T-Cells [View article]
    yes, that is correct. ATC based therapeutics are distinct from the dendridic based technology.
    Mar 10, 2014. 01:59 PM | 1 Like Like |Link to Comment
  • Focus On Cancer Immunotherapy Results [View article]
    Just listened. thanks for the heads up on this.
    Feb 10, 2014. 03:24 PM | Likes Like |Link to Comment
  • Focus On Cancer Immunotherapy Results [View article]
    I agree and most countries are ahead on this (Ex: NICE in the UK). I think the immuno therapies can be highly reduced in price over time as well.
    Jan 31, 2014. 09:11 PM | 1 Like Like |Link to Comment
  • Cancer Stem Cells: The Potential For Game Change In The Future Of Cancer Drug Development [View article]
    Likely. let me find out more. I still dont know the reason (in UK at the moment). The leadership is important but it will likely be better understood as time goes on.
    Aug 24, 2012. 08:58 AM | Likes Like |Link to Comment
  • Cancer Stem Cells: The Potential For Game Change In The Future Of Cancer Drug Development [View article]
    that's interesting, but many people in leadership are on patents in early phase biotech if they have played a role in the claims of the patent, in fact it is required. The patents must be assigned to an entity however (there is authorship and then ownership of patents which is typically assigned to a company). Steve Jobs was on quite a few patents.
    Aug 10, 2012. 02:26 PM | Likes Like |Link to Comment
  • Cancer Stem Cells: The Potential For Game Change In The Future Of Cancer Drug Development [View article]
    I should also say that information that will principally move stock will be acquisition (which is a likely case for IMUC) or Phase trial announcements. Exactly when any of this happens, I do not know and neither will others until release. Good question.
    Aug 8, 2012. 12:47 PM | Likes Like |Link to Comment
  • Cancer Stem Cells: The Potential For Game Change In The Future Of Cancer Drug Development [View article]
    see below
    Aug 8, 2012. 12:44 PM | Likes Like |Link to Comment
  • Cancer Stem Cells: The Potential For Game Change In The Future Of Cancer Drug Development [View article]
    this is a very good article. I encourage the readers of this article to see it. thanks slowdive!
    Aug 2, 2012. 02:01 PM | Likes Like |Link to Comment
  • Cancer Stem Cells: The Potential For Game Change In The Future Of Cancer Drug Development [View article]
    Joe, I will look into this. Thanks for the tip.
    Jul 30, 2012. 02:50 PM | Likes Like |Link to Comment
  • Important ASCO Updates On Immunotherapy Drug Treatments [View article]
    Ok, will check later
    Jun 13, 2012. 01:13 PM | Likes Like |Link to Comment
  • Important ASCO Updates On Immunotherapy Drug Treatments [View article]
    Michel, do you have further documentation or explanation for the device you are working with?
    Jun 12, 2012. 11:03 PM | Likes Like |Link to Comment
  • Important ASCO Updates On Immunotherapy Drug Treatments [View article]
    Interesting thought michelodu. My guess would be that it would not help the immunotherapies because they are already targeted via the already endogenous seek and destroy aspect of the system. i.e. you have an infection in your tonsils or foot, the immune system, if turned against it, will go to the sight and deal with it. However, your approach would be highly applicable to small molecule drugs where toxicity limits the drug. one of the compounds I wrote on here on SA, TH-302 may, would be a good example. the more local concentration you can give, the better assuming you know where to put it (sub mm tumors may escape your view of course).
    Jun 11, 2012. 07:37 PM | Likes Like |Link to Comment
  • Important ASCO Updates On Immunotherapy Drug Treatments [View article]
    well put sambmean.
    Jun 9, 2012. 02:28 PM | Likes Like |Link to Comment
COMMENTS STATS
31 Comments
16 Likes