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Greg Parker

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  • 15 Biotech Names For 2015 [View article]
    Very surprised that CTIX didn't make the cut. Given how much Merck paid for Cubist to get their hands on Daptomycin, further positive results for the more effective Brilacidin should propel the stock price to $10+. (Disclosure: Long CTIX)
    Jan 5, 2015. 10:39 PM | 4 Likes Like |Link to Comment
  • Credit Card Crunch: Creating a New Generation of Subprime [View article]
    Nice article, I couldn't agree more.

    Everybody likes to point their fingers at the government, or blame the banks for the economic mess that we currently find ourselves in, but maybe we as consumers have helped facilitate things more than most of us like to admit. Everybody likes to accuse the banks of being greedy, but ultimately they are in the business to make money for themselves and their shareholders, not to be charitable to the general public.

    We are all grown adults, and those of us that have made poor financial choices should take responsibility for them, learn from them, and move on. I am not pointing fingers at everyone, as we are left with a situation where those of us that were responsible with our finances, and made "smart" choices, are the people having to bail out the irresponsible and greedy! I am also not supporting some of the banks actions - they were irresponsible and reckless at times. I believe that if we knew more of what went 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 I do think we as consumers need to take part of the responsibility.


    The worrying thing is that with the level of unemployment still rising, we are seeing more and more people using credit just to survive and make essential purchases. People have already cut back significantly on large purchases and luxuries and are yet are still forced to rely on credit to pay for food, clothing, energy and healthcare. I think the ride is far from being over...
    Mar 28, 2009. 04:24 PM | 4 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
  • 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
  • 14 Stem Cell, Renewable Energy Opportunities for the Obama Era [View article]
    Stem cell research may prove to be the bubble of 2009 as weary investors try to recoup some of their heavy losses from 2008. Clearly investors are riding the "Obama wave", STEM and GERN are all hype with no evidence of profitability.

    Stem cell bubble
    Jan 27, 2009. 08:16 AM | 3 Likes Like |Link to Comment
  • Celldex Therapeutics Still Building Its Immuno-Oncology Story [View article]
    Nice article, thanks for sharing. Long CLDX since $3.95, not planning to sell anytime soon.
    Jan 14, 2015. 09:21 PM | 1 Like Like |Link to Comment
  • 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
  • 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....
    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
  • 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:
    Jun 12, 2009. 01:16 PM | 1 Like Like |Link to Comment
  • How Will the Recession End? [View article]
    I don't see any reason to believe that this is the bottom, or that the bottom is anywhere close. Unemployment numbers continue to get worse, there doesn't appear to be any significant improvement in the housing market, the Fed is printing money at an incredible pace while trying to obtain even more powers than it already has.

    It is unreasonable to believe that the government can bail out all of the fallen giants without further repercussions. The latest plan appears to amount to little more than moving the toxins further up the economic food chain. Ultimately I fear a total collapse in the treasury market despite the FOMC's attempt to prop it up, as the Chinese and Japanese refuse to continue to fund the Fed's wild spending spree.


    Disclosure - At the time of writing the author held positions in FAZ and TBT
    Mar 24, 2009. 11:21 PM | 1 Like Like |Link to Comment
  • Let's Put Monday's Market Rally in Perspective [View article]
    Nice article, and spot on with the movie clip. I totally agree that we've not seen the end of the downside. There's still a lot of negatives that need to work their way through the system before we can experience a LASTING rally. I'm sure we'll see several bear market rallies as we resume the slide into negative territory.

    The banking sector still has fundamental flaws in its business model, which will take time to correct. Added to which, the huge level of US debt is in danger of causing a collapse in the treasury market, particularly if countries such as China and Japan do not continue to purchase as much US debt in the future as in years past.


    Disclosure - At the time of writing the author held positions in FAZ and TBT.
    Mar 24, 2009. 09:17 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
  • 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