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Greg Parker

 
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  • TEVA: Copaxone Patent Expiry Worries Are Overblown [View article]
    Another interesting angle to consider is the combination therapy of Copaxone with Trimesta which is currently in Phase II trials. One could envision a scenario where TEVA purchases Synthetic Biologics (SYN) as a means to extend the life of Copaxone with additional patent protection. I like the odds either way.

    Disclosure - I am long both TEVA and SYN.
    Nov 11, 2014. 10:48 PM | 1 Like Like |Link to Comment
  • Celldex Turning Into A Compelling Immunotherapy Biotech [View article]
    Nice article. Long CLDX ($3.95)
    Jun 19, 2013. 07:17 AM | Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    Great article, my sentiments exactly. As a Brit I always appreciate a good Churchill quote, here's a couple of others you might enjoy.

    "Socialism is a philosophy of failure, the creed of ignorance, and the gospel of envy, its inherent virtue is the equal sharing of misery."

    "An appeaser is one who feeds a crocodile, hoping it will eat him last"
    Nov 7, 2012. 09:15 PM | 3 Likes Like |Link to Comment
  • The 9 Biotechs With The Highest Growth Expectations [View article]
    I am not actually the author of the post, just a stockholder of AMRN who stumbled upon the article.
    Feb 4, 2012. 09:12 AM | Likes Like |Link to Comment
  • The 9 Biotechs With The Highest Growth Expectations [View article]
    nz2 - If you checked your facts more carefully you would know that AMR101 is being investigated for several related indications. While some phase III trials have been completed, and the NDA filed for patients with high triglyceride levels, another Phase III trial to study its ability to reduce cardiovascular disease (REDUCE-IT) is only just beginning.

    http://1.usa.gov/wNrrWz
    Feb 3, 2012. 10:44 PM | Likes Like |Link to Comment
  • Friedman Industries: Ugly and Undervalued [View article]
    Nice article! I hold FRD and also believe it to be undervalued.
    Jul 24, 2009. 06:26 PM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceuticals: Undervalued Growth Company with Strong Late-Stage Pipeline [View article]
    Sorry Justin, I was just trying to point out a simple error to help make your future postings more technically accurate. It seems however, that my comment was not received in the constructive manner in which I intended it.

    I am pleased to see articles related to smaller biotech and pharma companies, however your lack of chemical training exposes you. You have sent me source links that agree with exactly what I wrote in my previous comment! You refer to the racemic d,l-mixture of leucovorin as "the inactive isomer", this quite simply is not correct. The mixture, by its very nature contains both inactive (dextro, d-) and active (levo, l-) isomers in equal parts. Aside from the mixture, the inactive d-isomer (dextroleucovorin) is not commercially available in the US.

    SPPI are simply working on the active (levo, l-) isomer and comparing it to the currently marketed racemic mixture (leucovorin) which contains BOTH isomers (active, l- and inactive, d-). It is a common pharmaceutical strategy when the mixture is off patent for a company to try to market whichever isomer contained within the mixture is the active one, as this offers the potential to patent the single isomer, even after the mixture is off patent.


    On Jun 20 11:42 PM Justin M. Hall wrote:

    > Greg Parker:
    >
    > Thanks for the feedback. Regarding the inactive isomer, please consider
    > checking out the information at the following links pasted below.
    >
    >
    > It might also help if you go to SPPI's website and listen to the
    > webcast, which I cited as the primary source for the information
    > provided.
    >
    > annonc.oxfordjournals....
    >
    >
    > books.google.com/books...;pg=PA992&lpg=...
    >
    >
    Jun 21, 2009. 11:03 AM | 1 Like Like |Link to Comment
  • Molecular Insight Pharmaceuticals: Two Promising Candidates to Battle Prostate Cancer [View article]
    Thanks for your article. It's refreshing to read articles related to the biotech/pharma sector from someone knowledgeable in how drug development actually works.
    Jun 20, 2009. 09:40 AM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceuticals: Undervalued Growth Company with Strong Late-Stage Pipeline [View article]
    Thank you for your article. I have no comment to make regarding your motivations for putting SPPI into the spotlight, but clearly you are not really familiar with the drug compounds involved. The currently prescribed generic leucovorin is not an inactive isomer as you say, if it were inactive, why would they sell it?! It is simply a 1:1 mixture of levoleucovorin (active) and dextroleucovorin, which are both isomers of leucovorin (5-formyltetrahydrofol... Levo- and dextro- are simply descriptors as to how the molecule is arranged in space, a similar analogy is saying left or right handed. Generic, refers to the fact that the compound is off-patent, allowing other companies to compete with the brand name drug, it makes no reference to the isomeric form of the compound.

    In the past, the FDA allowed companies to market isomeric mixtures fairly readily which is why it is common to find older generic drugs are in fact mixtures like this. More recently, the FDA has required a much more rigorous testing of each isomer, particularly in the light of what happened with thalidomide, where only one isomer was responsible for the toxic effects. From a chemical standpoint, it is often easier to synthesize and isolate the mixture, so that is how it was usually done in the past. Modern synthetic techniques have made it much easier to target the single isomers, which is what SPPI have done.

    Also, it may be true that the total dose of leucovorin is reduced by half in the SPPI formulation, but all they have really done is remove the dextroleucovorin from the mixture. The amount of the active levoleucovorin remains the same.

    The author writes:
    "While the generic version currently prescribed to patients in the US is an inactive isomer, Fusilev is a pure active isomer of leucovorin.
    Pure Isomer (Fusilev) v. Inactive Isomer (generic leucovorin): The inactive isomer tends to compete with the active isomer and leads to more variability of biological outcome. This means, patients tend to react to the inactive isomer version (generic leucovorin) with more variability. Such variability is not as noticeable in the pure isomer version (Fusilev).
    Head to Head Study: A study comparing equivalent doses of Fusilev and generic leucovorin indicated there was a statistically significant reduction in toxicity with Fusilev. The results showed there was nearly a complete reduction in severe grade 3 and 4 toxicities in patients treated with Fusilev. It is worth pointing out that Fusilev is prescribed in 250 mg doses, half that of generic leucovorin."
    Jun 20, 2009. 09:25 AM | 3 Likes Like |Link to Comment
  • The 30 Best U.S. Traded International Dividend Stocks [View article]
    I am surprised to see that Yanzhou Coal didn't make the cut. The company has low debt, has shown excellent growth in recent years, and pays a healthy 4.2% dividend.

    See related article:

    seekingalpha.com/artic...
    Jun 12, 2009. 01:16 PM | 1 Like Like |Link to Comment
  • SmartPros Could Be a Smart Move [View article]
    Thank you for your comments. Just to clarify - I have no position in SPRO - as my disclosure clearly states at the bottom of the article.

    While I do like the company, and will continue to keep a watch on it, the lack of liquidity is not something I feel comfortable with at this point. I will continue to write about smallcap companies that I believe represent potential investment opportunities, particularly value stocks and those that are not receiving a lot of coverage elsewhere. My aim when writing is simply to present ideas for further investigation, you should always do you own research before investing, no matter who may be recommending something to you. You are, of course, free to take what I write and do with it as you please, I always disclose my positions in my articles.

    Thanks again for reading.
    Jun 9, 2009. 07:34 PM | Likes Like |Link to Comment
  • Three Microcap Value Stocks Worth Consideration [View article]
    Wisdom vs. information makes two very good points here. It would appear from the most recent quarterly filing that Image Sensing Solutions gets around 25% of their revenue from direct sales within the US, around 25% from direct sales outside of the US, and the remainder as royalties from licensing their technology. The Autoscope product line is licensed to Econolite, an industry leader in traffic management systems, a partnership resulting in over 50,000 cameras deployed in over 55 countries and most North American cities. I believe that it is quite likely that Econolite would benefit from the federal stimulus, which indirectly would benefit ISS through increased royalties.
    Jun 7, 2009. 03:50 PM | Likes Like |Link to Comment
  • Six Air Courier Stocks to Transport Your Portfolio to New Heights [View article]
    I'm a big fan of Air T (AIRT) also. Great fundamentals and a nice dividend. Just the kind of stock Warren Buffett would love, if only he could buy shares in such a small company.

    seekingalpha.com/artic...
    Jun 7, 2009. 12:29 AM | Likes Like |Link to Comment
  • American Express, Discover Top Credit Card Provider Rankings [View article]
    The stock ticker CCF belongs to Chase Corporation, a manufacturer of sealants and laminates and not to Chase bank as the article link implies. I believe the ticker you are looking for is JPM
    Jun 6, 2009. 11:52 PM | Likes Like |Link to Comment
  • What Else Are the Banks Hiding? [View article]
    A good, thought-provoking article. A quick scan through all the comments reveals that there really are still a lot of unknowns in the financial sector, and that everyone creates their own suppositions based on what they believe the lack of information truly means.

    For example, one could argue that the lack of information regarding off balance sheet assets must mean that there are huge losses hiding, because if there was any good news then they would've told us already. This enables them to possibly off load some of it to investors who aren't entirely sure what they are actually buying! You could also just as easily argue that the lack of information means that banks are still making decent income from these assets and they are not ready to give them up at firesale prices.

    My gut feeling is that the former is closer to the truth, although it probably isn't quite that clear cut. I that if we knew more of what goes on behind the scenes and off the balance sheets at many banks, then the markets would fall much more than we have already witnessed, but that may just be due to a lack of understanding.
    Mar 29, 2009. 10:03 AM | Likes Like |Link to Comment
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