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  • MabVax At The Intersection Of Vaccine And Antibody Cancer Immunotherapy
    Dec. 9, 2014 MBVX 2 Comments

    Summary

    • The two main approaches to cancer immunotherapy are vaccines and monoclonal antibodies. Vaccines seek to build in-house immunity, while antibodies introduce passive immunity directly.
    • MabVax is one of the few oncology biotechs pursuing both approaches simultaneously, with considerable advantages to taking both routes.
    • MabVax has licensed 8 cancer vaccines from Memorial Sloan Kettering and has the exclusive right to screen for and clone effective antibodies produced in response to those vaccines.
    • Its partnership with Juno Therapeutics gives it a percentage from any product where its antibodies are used as a targeting mechanism for Juno's genetically engineered cancer vaccines.
    • MabVax's lead candidate, HuMab 5B1, has the potential to penetrate a $477M pancreatic cancer imaging market regardless of whether or not it proves to be an effective therapeutic.
  • How To Use Money Supply Statistics For Market Predictions
    Editors' Pick • Sep. 13, 2014 SPY, DIA, QQQ 60 Comments

    Summary

    • Ultimately, what determines stock prices, and all other prices for that matter, is the money supply.
    • The most accurate picture of the money supply at any given time is the 1-week M2 average, published by the Fed every week.
    • In the past, a stagnant 1-week average for more than 20 weeks has immediately preceded stock market crashes, as happened in July 2011 and September 2008.
    • Currently, the 1-week average has remained stagnant for 20 weeks.
  • One Last Chance For Chemocentryx's Star Diabetes Candidate
    Sep. 3, 2014 CCXI 1 Comment

    Summary

    • Chemocentryx released 12-week phase 2 data on its diabetic kidney disease drug CCX140 last year, and they were underwhelming. 52-week data are due next quarter.
    • Nevertheless, the results were positive for a subgroup that Chemocentryx is being a bit coy about.
    • It is probable, judging by words of management, that this subgroup consists of diabetics with a high level of albuminuria, a main symptom of kidney disease.
    • Given the depressed expectations, any positive results with this subgroup could push the stock higher, creating a tradable opportunity in the coming quarter.
  • Speculators On The Next HCV Acquisition Should Not Overlook Technological Platforms
    Jun. 20, 2014 ACHN, COCP, GILD 9 Comments

    Summary

    • Much has been made of Merck's $3.85B acquisition of Idenix. Guesses have been made as to the next hepatitis C acquisition.
    • Gilead acquired Pharmasset for $11B in 2011 before any significant clinical data. Pharmasset's discovery platform may have played a role.
    • In order to make the best guess as to the next acquisition in the HCV space, investors should not overlook the technological platforms involved, as well as connections high up.
  • As The Business Cycle Hits EV, Survivors Like Car Charging Group Will Benefit
    Jun. 17, 2014 CCGI 12 Comments

    Summary

    • The business cycle happens when government money is injected into an industry causing over expansion throughout the whole industry, and then contraction.
    • It happened to Telecom in 2001, and it happened to the electric car market in 2013.
    • Car Charging Group has survived the contraction and acquired 4 of its competitors. Those firms that survive the business cycle stand to gain the most.
  • Could Xplore Technologies Be Honeywell's Next Target?
    Jun. 9, 2014 XPLR 9 Comments

    Summary

    • Last week, a Top Idea article was published on SA Pro on Xplore Technologies. Historically ,Top Ideas have had sizable effects on stocks. Xplore has yet to move in response.
    • Honeywell has acquired three rugged computing companies since 2008 and has successfully incorporated them into its own business model.
    • With Xplore finally achieving profitability and growing as it is, it may not be long until Honeywell takes notice of this rugged company.
    • Taken together, the buy case for Xplore Technologies is compelling.
  • How Alzheimer's Blood Tests Could Paradoxically Free The Long-Term Care Market
    Mar. 28, 2014 GNW, MET, PRU 21 Comments

    Summary

    • As health insurance coverage increases, premiums keep going up and up. This is because the more people that are covered, the less they care about actual medical costs.
    • As the government coerces more and more coverage, prices will keep rising. If they try to cap premiums, insurance companies will drop out of the market altogether.
    • This is already happening with the long-term care insurance market, where Prudential, MetLife, and Unum Group have already bowed out. Genworth nearly followed this year.
    • Alzheimer's blood tests in development could dramatically raise premiums, because insurance companies will assume those applying for coverage have tested positive. If the government caps rates, they will drop out.
    • Two tests are in development. One at Georgetown and Amarantus's LymPro, slated for CLIA review by mid-year. Georgetown's received media coverage, Amarantus's has not. When it does, shares will jump.
  • There Has Been No Gold Bull Market, But It Is About To Begin
    Feb. 25, 2014 ABX, GDX, GDXJ 38 Comments
  • What The Amarantus Super Bowl Campaign Can Teach Us About SodaStream
    Feb. 6, 2014 SODA, AMBS 9 Comments
  • The Paleo Diet Surge And Its Effect On General Mills And Coca-Cola
    Nov. 5, 2013 GIS, KO 49 Comments
  • 2 Similar Electroporation Companies Diverge, But Is The Correlation Over?
    Oct. 23, 2013 INO, ONCS 11 Comments
  • Aspen Group: How To Profit From The Federal Student Loan Collapse
       • Jun. 18, 2013 ASPU 8 Comments
  • Biotech Proper Is Overbought, Time To Look At Alternatives
    Feb. 4, 2013 AMBS, BRLI, DGX 6 Comments
  • Southern USA Resources' Business Model: An Answer To High Mining Costs
    Jan. 29, 2013 SUSA 1 Comment
  • Small Micro Caps Using Patents To Slay Wall Street Leviathans - Is It A Viable Strategy?
    Dec. 19, 2012 AMZN, GOOG, SITO 1 Comment
  • Therapeutic Cancer Vaccines: From The Underwhelming To The Exciting
    Nov. 21, 2012 AMGN, DNDN, MRK 18 Comments
  • What George Carlin Taught Us About The Race For New Antibiotics
    Oct. 29, 2012 BAYRY, MRK 2 Comments