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  • Dendreon Will Get Much Worse Before It Gets Better [View article]
    Hi McBride, good to see that the debate is still on.

    Can you name a single institution/corp that would want to buy Dendreon given the buyout price (including warrants)? The technology is outdated, and I don't see an easy way to refinance the amount of debt this one has. Sure, the debt is only one factor, but it is a soul-crushing amount ($559 M if I remember right) that isn't being offset by any source of income.
    Mar 5 01:53 AM | Likes Like |Link to Comment
  • Speculating On Celsion: Low Valuation With Near-Term Catalysts [View article]
    Pointing to Sharon Di Stefano is a bad idea. She is a paid stock promoter that was very recently registered with a boiler room operation

    I also loved the spam that I received in my inbox from a Celsion stock promoter...
    Mar 3 02:32 PM | 4 Likes Like |Link to Comment
  • Why La Jolla Pharma Has Very Favorable Risk/Reward [View article]
    Haven't done much dd on LJPC-501, but it's a fallback option if GCS-100 doesn't work out
    Feb 28 03:45 PM | Likes Like |Link to Comment
  • Why La Jolla Pharma Has Very Favorable Risk/Reward [View article]
    Sad that wedbush rally faded, but not surprised.

    I don't like giving out specific price targets, but I do think that La Jolla could definitely be above 12/share after showing some efficacy in CKD in march data. Decently big trial, could be a big deal. Low float means the thing will pop if the data truly is exciting

    If they meet this endpoint, they should see a lot more interest from the institutions. I don't think La Jolla will become a retail cult stock like Mannkind, so they definitely need good data here. The downside is smaller, but it's important to consider. I think the stock would move in the 4's if the endpoint isn't met
    Feb 27 04:21 PM | 2 Likes Like |Link to Comment
  • Provectus Pharmaceuticals Up 17% In A Month; Potential Still Huge [View article]
    Nice call
    Jan 30 11:55 AM | Likes Like |Link to Comment
  • FDA To Amarin: 'I Said Good Day, Sir!' [View article]
    Amarin has been boring since adcom, time to talk about rare disease companies again
    Jan 21 10:17 AM | 5 Likes Like |Link to Comment
  • ModernGraham Valuation Of Gilead Sciences [View article]
    Seems a little arbitrary, don't you think?
    Jan 17 03:22 PM | 2 Likes Like |Link to Comment
  • Neostem Could Rally On Phase II Results [View article]
    misworded, I meant full dataset

    first press release should come earlier, maybe August if the internal data collection is done in june or july
    Jan 8 08:33 AM | Likes Like |Link to Comment
  • Organovo: Modest Expectations For The Liver Tox Assay [View article]
    An excellent read, thank you for the time you put into this!
    Jan 7 03:14 PM | Likes Like |Link to Comment
  • Healthcare Stocks To Avoid This Year [View article]
    The point you brought up about Questcor will probably dampen any big rallies based on financials, so it's something I won't be touching this year either
    Jan 7 01:33 PM | Likes Like |Link to Comment
  • NeoStem: Continued Progress And 2014 Catalysts [View article]
    Thanks for answering this for me

    I will go into way more depth next time, this is just scratching the surface.
    Dec 19 04:44 PM | 2 Likes Like |Link to Comment
  • An Analysis Of Unilife's Products Shows A Weak Business Case [View article]
    No, but when you state that these injectors are replaceable commodities you ignore Unilife's competitive advantage against Becton Dickinson
    Dec 13 04:03 PM | Likes Like |Link to Comment
  • An Analysis Of Unilife's Products Shows A Weak Business Case [View article]
    "The marketability of a drug delivery device is all about the drug that's inside it. The injector that's used to inject the drug isn't as important. When you order your favorite meal at a restaurant, is it a big deal what kind of plate or fork and knife you use? No, it isn't. It's similar with pharmaceuticals, and for this reason most of the time the biotech company gets about 99% of the revenues and the device maker gets about 1%."

    I thought we already addressed that they're combination products, and clinical trial data is built on the delivery device and the drug. Are you shorting Antares on the same premise?
    Dec 13 03:15 PM | Likes Like |Link to Comment
  • Intel: Don't Believe Bloomberg's Google Rumor [View article]
    excellent article, interesting stuff
    Dec 13 02:55 PM | Likes Like |Link to Comment
  • A Bull/Bear Outline For The Unilife Debate [View article]
    The product is finished, but they haven't revealed the design to anyone but Novartis - its more secretive than the other programs. While we don't know much about the device itself, we do know that Novartis would receive approval for the combined device/drug product as a replacement for some sort of invasive procedure to treat the same indication. If they wanted to switch manufacturers, they'd have to redo incredibly expensive late stage trials. Why would they do that?
    Dec 5 12:20 PM | 1 Like Like |Link to Comment
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