Seeking Alpha
View as an RSS Feed

James Stocklasar Thomas Jr.  

View James Stocklasar Thomas Jr.'s Comments BY TICKER:
Latest  |  Highest rated
  • Keeping An Eye On Both BioSante And Antares Pharma [View article]
    That was beautiful!

    I think the same as Tappy.

    Nov 21, 2011. 05:05 PM | Likes Like |Link to Comment
  • Keeping An Eye On Both BioSante And Antares Pharma [View article]
    Let's stick to AIS Brigars6 as that is the story of the moment. Once again Mr. Garza has distinguished himself with a lasar-like acumen for bringing Antares out from the shadows as the power-house it's going to be and has started to be already. In fact, during my tenure with ZLCS it doubled, but management failed and the market caught them with their Exalgo pants down. Which is how Antares is so strikingly different as I as a newbie drank from the well of Sir Tappy's knowledge before thirsting and hungering for more which drove me to read nearly every patent, every scholarly article, and every SEC filing, as well as digging into the deep files of Australia and back, and all coming away realizing Antares suffered from one defect: market visibility. But that too apparently changed in Q3 as institutions came piling in along with increased 'short' interest and investors like myself who have that rare gift to discern the creme from the corn. Of course Sir Tappy's departure from Yahoo struck a blow to his fans, I myself among them, but my wager is he is quite confident in his investment and I for one wouldn't think for a moment to disagree with this Yahoo giant.
    Nov 17, 2011. 07:12 PM | Likes Like |Link to Comment
  • Keeping An Eye On Both BioSante And Antares Pharma [View article]
    Mr. Garza,

    I too concur with this fellow called Tappy. This gentleman has a keen understanding of Antares dynamics bar none. I was rapidly brought up to speed by this gentleman after-which I launched into my usual foray of due-diligence, only to discover that I am as yet to find a hole in his thesis. As you referenced my own work in your BioMedReports article, you know Mr. Garza that I specialize in identifying the creme de la creme with the boldness to change my mind if the facts counter my working knowledge. However, in this case, I concur with this astute investor named Tappy. Antares has too many irons in the fire to be described as a typical microcap risk; it is more like a microcap that is poised to move to the next level. Double digits in 2012 is a likely possibility. Near-term upside is, and forgive my use of this flamboyant word, illustrious.

    That you Mr. Garza for your astute and thought-provoking coverage.

    Very best to you,
    Nov 17, 2011. 11:41 AM | Likes Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Here's an excellent link for Anturol It represents a scientific presentation which is what I prefer reading.
    Oct 31, 2011. 01:49 PM | 1 Like Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    To the Followers of Mr. Todd Johnson,

    Regarding Antares (AIS), I submit the following. At $2.2?/share, the 100M common share company has:

    1) No debt.
    2) $33M cash last filing.
    3) Narrowed Q losses to 2-3 cents/share.
    4) Closing in on Net Positive in 2012: various revenue streams.
    5) Two drugs (HGH & Elestrin) already in Market.
    6) Has numerous Q4 pps-moving catalysts:
    a. Anturol (partnered Watson U.S.) by Antares owns ROW
    b. LibiGel (partnered BioSante); Antares owns Europe/regions
    c. Successful phase 2 Nestragel: gel contraception that will be moving into phase 3.
    d. Late stage VIBEX-Methotrexate; solely owned Antares
    e. Multiple deals with TEVA, many already NDA or ANDA filed

    The facts are, the financial position of Antares substantiated by SEC records substantiates that in the last 3 years its CEO Wotton has been executing on a plan to move the company to Net Positive by 2012, and this includes on top of that, the many catalysts I've pointed to above.

    Now, here's some other facts:
    1) Inside ownership 30%
    2) Institutional ownership 50% (grew substan. Q3)
    3) Short float 5-7%

    I present this information to any follower/reader of Todd Johnson including Mr. Johnson who I have corresponded with -- Rarely, will you find a micro-cap biotech that is doing it right, but Antares is, based on substantiated facts, doing it right. As I tell my friends, Antares is one of those unique growth stocks that is going to return investors triple-digit returns because it is not a one trick pony or prefaced on a whim, or lottery ticket. Read folks their SEC filing -- this company has its cash-burn down to $1.5M/Q and is closing that gap; no bull here. This is a tightly operated firm with very low overhead, two products on the market, and more to join them in the next year. PLEASE DO YOUR OWN DD.
    Oct 31, 2011. 11:36 AM | 2 Likes Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Here's another pipeline caveat. In 2012, Antares will file an NDA for its VIBEX methotrexate automated injector. The use of methotrexate for rheumatoid arthritis is already approved and has a long history. Rheumatologists, if you read scholarly journals, are eager for a less intrusive/painful injector system for a medicament that is often injected with pain and apprehension by the user. Antares's VIBEX injector will be the first with patent protection secured to address a need rheumatoligists are on record for--as it stands, Antares owns 100% of this technology which by the way is why TEVA is in-house buying the manufacturing equipment for Antares (see Qs) for a separate VIBEX project. This, from a financial perspective, is foreseeable in the short-term (market 2013) and Antares already has an HGH injectable in the market.
    Oct 30, 2011. 06:23 PM | Likes Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Todd, respectfully, the price of a stock does not define valuation, only what the market is manipulating so to speak. But that said, every stock has to start somewhere, so I'm not sure I even follow your logic. However, I 100% agree with you regarding the mine-field of micro-cap biotech land. That's why I've dedicated my investing strategy to learning how to identify the creme de la creme micro-cap biotechs, and to call the creme sour if/when management either fails to deliver or is exposed as a flim-flam operation. I'm well-known for turning 180 degrees and I am the last person to trust the fluff. That's why I spend hour upon hour reading patents and scholarly journals; it's why I call and interview management up and down the food chain including CEOs; and yes, it ultimately results in me ruling out 95% or better of the micro-cap biotechs. For example, I've been asked to write about "x" biotechs and I refuse to because I'm not going to be some guy's lacky.

    But should I find even 1 micro-cap biotech and buy at the right time, I could easily see a double-triple digit return in one year, and that is my experience.

    I submit to you Todd that Antares deserves a careful look. For example, part of my criteria is its (1) debt-free, (2) $33M cash, (3) its quarterly reports demonstrate a low cash-burn, and (4) here in 2011, the net loss is down to 2-3 cents/share because the company does have a verifiable 3-4 history that demonstrates that, yes, indeed, by 2012, Antares will be net positive.

    Knowing that Antares is moving to net positive already improves this "lottery ticket" (smile) because there's no way it will be net positive and be $2.30/share. Furthermore, show me Todd 1 micro-cap biotech going for $2.30/share that will be net positive in 2012. You can't. But now you've been told of 1 -- I perceive the ONLY 1.

    You see, I spend a lot of time looking at a company's meat & potatoes business plan. I'm a 'show me' guy too, and the financials publicly available on Antares do verify that this company is on track to move to a net positive position.

    Now... the above considered, my next issue is the pipeline. I represented to you that pipeline, but allow me to focus on 1 drug, Anturol (for over-active bladder), that is before the FDA for a decision by 8 December 2011. In July, Antares, after the NDA filed/accepted secured a partner in Watson who markets Gelnique and Oxytrol for the over-active bladder market. I was intrigue by this partnership (rationale), but more specifically, did I think this "lottery ticket" would get by the FDA?

    I represent to you Todd my conclusion is "Yes". I have a scientific background so I am not a novice, and I spend hours reading patents, clinical studies, and scholarly articles. Oxytrol, Gelnique, and Anturol all share 1 thing in common: oxybutynin. Oxytrol is a patch therapy, while Gelnique and Anturol are gel therapies. Among over-active drugs, side effects are common: dry mouth, headaches, bladder infections, even disorientation. Oxybutynin has a very long, long history of being prescribed for treatment (oral). Oxytrol gained ground because it was a patch; Gelnique a gel, but Anturol is an advance on Gelnique because it is packaged as a titrable gel (pump, pump, pump) which is important for users, but more importantly, Anturol clinical studies proved that lower dose Anturol equaled FDA higher-dose Gelnique (1g). Which is why Watson jumped on Anturol because it was about to crush the Gelnique and Oxytrol market space because it comes with lower side effects to Oxytrol, and equals Gelnique's efficacy but at a lower dose.

    Now I have no meteoric view regarding how much of the over-active bladder market Anturol will capture, but on a conservative view, the milestone coming from Watson should be in the range of $3M-10M, and resources I trust tell me the royalty rate is upper teens--I'll settle for 15%. Given that Antares's cash burn is about $1.5M Q, and already has 2 drugs in the market which is part of a growing revenue stream, Anturol's approval will push Antares well into net positive territory.

    I think you know Todd looking at Antares's price history in these last few years continues to climb, would you not agree that at $2.30/share, upon lottery ticket approval of Anturol, it won't at least go over $3/share? I do. And that is a double digit percentage gain.

    Keep in mind Todd, I've limited my comments to Anturol with a very minimal financial analysis but I trust you'll study this yourself.

    Thank you for the courtesy of responding. I would challenge you to study Antares.
    Oct 30, 2011. 06:12 PM | 1 Like Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Lottery ticket? Respectfully Todd, in 2008, 2009, 2010, Antares has showed steady revenue growth to the point that by 2012, most analysts have the firm reporting net positive. That's demonstrative of a growth stock, not a lottery ticket.

    I suppose it's easy to throw around terms like "lottery ticket" but the onus is actually on you, not me. Anturol alone, on approval, will make Antares net positive.

    I'd like to point out a few facts:

    Market - HGH Injection (Ferring, TEVA, JCR)
    Market - Elestrine (Azur soon to be JAZZ)
    FDA Decision - Anturol (Watson)
    ANDA Decision - VIBEX Epinephrine TEVA
    ANDA Decision - VIBEX Undisclosed TEVA
    Phase 3 - LibiGel (BioSante & Antares owns Europe +)
    Phase 2 - NestraGel (Population Council)
    Phase 2/3 VIBEX Methotrexate - Antares
    Phase 2/3 Pen 1 and Pen 2 TEVA

    "Lottery ticket Todd?" Sure buddy, sure. We'll chat when I'M flush in profits because I bought my lottery ticket.
    Oct 27, 2011. 10:42 PM | Likes Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Respectfully Todd, regarding BioSante or Antares with respect to LibiGel, I find your analysis 'unique'. If (yes "If") the efficacy data is positive (debatable I agree), the pps is going to rocket to the moon including a nice fat, juicy, short squeeze that will have the pigs squealing with delight! haha! (Sorry had to be funny). But truthfully Todd, when that data is known, Stocklasar will be there and he will be shouting HOORAY HOORAY HOORAY because a FEMALE VIAGRA is worth BILLIONS. Anyway, take care and best wishes.
    Oct 27, 2011. 08:42 PM | Likes Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Addendum: Also very respectfully Todd, with around 100M common shares give or take, Antares has about 80% locked up by Institutions (enormous increase in Q3) and Insiders -- I know this because I have studied this stock in detail. The short interest isn't percentage wise very high, but hardly surprising considering a decision is coming on Anturol. And regarding Anturol, have you read the clinical study and results? I have, and you may be encouraged to know that Watson who markets Gelnique has partnered for Anturol which has shown superior outcomes in the phase 3 study -- nevertheless, we await the FDA.

    BTW, do you look at the technicals? The Bollinger Band, MACD, etc show Antares having churned for a whopping 2 months. So here's what I think: FASTEN YOUR SEATBELTS Stocklasar is going to score on Antares!!!

    Cheers! And Best Wishes!
    Oct 27, 2011. 08:26 PM | Likes Like |Link to Comment
  • 1 Biotech To Buy And 6 FDA Decision-Pending Biotechs To Avoid [View article]
    Respectfully Todd, your information on BioSante is incorrect. Bio-T-Gel's decision date has been postponed until February 2012 per CEO Simes in the recent CC.

    As for Antares, I'll make the case that you did admirably mention Anturol, but you skipped how Antares also owns a significant piece of the world pie to LibiGel. And possibly you have not analyzed their cost vs earnings structure because by 2012 the company will be net positive--that is the position of many analysts covering the firm. Frankly, I think you'd be hard pressed to find an under $3 biotech stock that is going to be net positive in 2012 as quickly as Antares. Antares is one of the hottest opportunities to investors in Q4.

    Oct 27, 2011. 08:17 PM | Likes Like |Link to Comment
  • LibiGel Safety Data Trumpets Q4 Antares Catalysts [View article]
    Yazzbro, let's see if I can get my head around your post.

    I present 6 verifiable catalysts for Antares.

    Big Baboon attacks my character.

    Ah, right. I think I'll go with my article along with the verifiable catalysts I point to -- after all, isn't investing about finding the next big winner?

    You see, here's the thing. Antares is on verge of having Anturol approved by the FDA. Antares is waiting on LibiGel data. Antares has a major partnership with TEVA. Antares has 2 products already in market. All facts.

    It's not about me gang, it's about Antares. 'Short' interest is high, actual float is low, explosive upside is imminent. Just look at the charts. E-X-P-O-N-E-N-T-I-A-L UPSIDE. Those who get in will make a bundle.

    I am only representing what I believe. Antares is GOING NORTH. $7.49/SHARE in after-hours tonight. Ask yourself, Why?
    Oct 12, 2011. 04:56 PM | Likes Like |Link to Comment
  • LibiGel Safety Data Trumpets Q4 Antares Catalysts [View article]
    Big Baboon, you forgot to mention Netflix, so I guess you got burned. Meanwhile I'll continue to look for the best of the best of micro-cap biotechs which led me to the door of Antares. Here's a clue Big Baboon -- attacking me doesn't change one positive fact about Antares. Antares has 6 pps moving catalysts in Q4.

    Antares has a major partnership with TEVA and Watson and now Jazz via Azur. Antares own the rest of the world for LibiGel, and Anturol is before the FDA. Facts.
    Oct 11, 2011. 08:20 PM | Likes Like |Link to Comment
  • LibiGel Safety Data Trumpets Q4 Antares Catalysts [View article]
    Ok Big Baboon, you stick with Proctor & Gamble and I'll spend my time reading patents, scholarly articles, making phone calls, corresponding as time allows, to find out everything I can to mitigate my risk in an already risky stock market. It's obvious you are clueless about micro-cap biotech investing, but best wishes with your bank stocks that have fleeced millions of retailers.

    Meanwhile a report is out tonight stating that short interest in Antares has increased again. Interesting. Anyone who buys now, and should the stock go over $3/share, will make an immediate return over 20%; not a bad day's work. Meanwhile, Big Baboon, you stick with Proctor & Gamble.
    Oct 11, 2011. 07:32 PM | Likes Like |Link to Comment
  • LibiGel Safety Data Trumpets Q4 Antares Catalysts [View article]
    Big Baboon, Antares is sitting on an exponential moment. I put forward six, count them, six, variables that are all catalysts in Q4. I guess you want the other poster to buy Netflix, after all, "stick to stocks that already have earnings, and have demonstrated quarter over quarter earnings and revenue growth." Not me Big Baboon not me! I'll gladly take the low flier so-called high risk biotech that has its game together and offers double to triple digit upside. Why you're even posting on this article is beyond me--your investment strategy suggests your riskiest stock must be Proctor & Gamble.

    Meanwhile, I'll gladly stay with Antares that owns "the rest of the world" for LibiGel and is about to get news from the FDA for Anturol.
    Oct 11, 2011. 07:01 PM | Likes Like |Link to Comment