LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
There is no device on the market that combines all three components in one ultra portable device, and also syncs to a smartphone with superior software. No where above do I state that none of these components exist today. Obviously they all do. LabStyle is the first to put them altogether and do it in an elegant enough design that it will sell. The fact that "many diabetics also need to carry insulin pens" only further strengthens my argument that Dario will sell because it eliminates the need to carry 3 separate tools. It absolutely makes life easier for the diabetic that is already carrying around more than they wish to carry. I polled a few Type-1 diabetics for my research and every single one was interested in the product because it look cool and simplified their life. And the "giants" that you refer to have all tried, and failed to develop something like Dario. iBGStar and GlucoDock are perfect examples of "not good enough". Dario blows them away.
LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
The original document stated 3 ul, only I wrote it in Word and instead of using a "u" I used the lower-case Greek symbol for micro, Mu, which is a lower case "m" in Arial font. Looks like when I cut-and-paste into Seeking-Alpha the format of the lower-case Mu was turned into an m. Thus, ml instead of ul. The Dario device requires only 3ul.
LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
I dont know of anyone off hand. I agree though, that would be huge. Some kind of chip that you can scan with a handheld device. Or wireless to your smart phone!
I like the concept of the Echo and C8 devices, but they are just too big and bulky right now. They are like the mobile phones of the 80's that were attached to a suitcase. It only took 30 years to go from ridiculous to ubiquitous.
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
You are truly passionate about ATHX. But please don't misconstrue my work. The preclinical data on both these drugs is very impressive. No where in my article do I say that ATHX will fail and CMXI will succeed. There are popular misconceptions about CMXI I try to discredit. I think I've provided a very fair and balanced assessment of each platform and trial. I state, several times, that MultiStem has a number of advantages over ALD-401.
You seem intent on finding reasons to disagree with me just so you can get in a few more paragraphs about your position and promote your work. It's unnecessary. I'm neutral on both names until I see the data.
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
The patient does not need to stay in the hospital two weeks after the stroke before they get ALD-401. They would return to the center approximately two weeks after discharge for the bone marrow aspiration procedure. My guess is they would then be allowed to leave and return two days later for the infusion.
This is one of the challenges to Cytomedix enrolling patients. The patients do not want to "come back" for an experimental medicine, 40% of which are getting a sham procedure. Enrolling phase 2 trials with this type of protocol is extremely tough. It will get easier for Cytomedix if they make it to phase 3 and then the market.
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
Matty,
I will agree if the data is fantastic. If its so-so, I do not think they will stock it. There is too much potential risk and the FDA may have issues with stocking at the treatment center.
I really don't want to come across as a ATHX bear, so I'll get off that subject now. MultiStem clearly has some superior attributes to ALD-401. But I think almost everyone is brushing off ALD-401 as either the wrong strategy, wrong delivery, wrong cells, wrong time frame - whatever. I think that is too pessimistic. Go look at the animal data with ADL-401. It is equally as strong as MultiStem.
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
Three comments...
MultiStem isn't as "off the shelf" as you think. You should research the supply / distribution model for the product. I didn't get into that for this article because it was not really relevant to the conversation, but I don't think hospitals and treatment centers will warehouse MultiStem. Athersys will still need to ship the product when it is requested for a patient. That certainly better than the Cytomedix or Aastrom model, but its not "off the shelf" per se.
I specifically spoke with Cytomedix about this concept of waiting "too long" to treat and they flat out do not believe it. Conventional thinking is that the inflammatory process is harmful and needs to be stopped. Conventional thinking has been wrong in every stroke trial to date. Re-read what I say about this above. Cytomedix believes in a strategy of letting the body's own inflammatory response run its course, then treat AFTER the sub-acute period. They base this off of many prior failures with small molecules specifically looking to quash the body's inflammatory response post event, and the success that some treatment options for ARDS have had by waiting until inflammation subsides, then treating.
As for Pfizer... who cares? Like Pfizer has never been wrong?? Plus, the Pfizer deal is for IBD/UC, not stroke.
Durect: Pfizer Hints At Progress With Remoxy [View article]
OUCH!
Well PFE dropped a bit of a bombshell this morning - noting that they do not expect to re-file the NDA until mid-2015! The Durect press release notes that Pfizer wants to conduct additional clinical studies on the bioequivalence with the modified formulation to bridge to the clinical data conducted with the original formulation, as well as an abuse potential study with the modified Remoxy formulation.
From the PFE update:
"We received written guidance from the FDA in May regarding required next steps, including additional clinical studies, to address the letter. Based on this guidance, we are considering our options with respect to Remoxy. If we elect to continue development of Remoxy, we would not expect to submit a response to the "complete response" letter before mid-2015."
That "IF we elect to continue..." is a bit scary. This might be one of those cases where the meeting and meeting minutes show two different outcomes!
I think the floor on DRRX based on Alzet, Lactle, Relday, and the cash on hand is $0.75. That assumes nothing for Remoxy or Posidur, or the rest of the pipeline. Might be a good pick-up at that level.
Review Of Depomed's First Quarter 2013 Results [View article]
You are correct that I may be too optimistic. I'm predicting near $1.00 in EPS in 2015. That's why I say $10 in reasonable in 18-24 months. If my financial modeling is correct, there is no way this stock stays at $5. I think DEPO lacks "charisma", and as such the valuation stays low and the market takes a wait-and-see approach. This is a value-play for patient investors. Unless a big change happens, DEPO isn't going to jump to $10 anytime soon. If long-term value investing is dead, then throw this article out. But, I'm too rooted in fundamental analysis and financial modeling to give up on DEPO at this level.
Pounding The Table On Pozen: Why There's Upside In This Misunderstood Name [View article]
Yes, that is a concern. There is also risk that PPI's can affect drugs like clopidogrel. One thing to note though - the formulation of omeprazole that Pozen is using for PA is an immediate-release, compared to the more extended or controlled release of Prilosec or Nexium. The PPI component of PA is designed to dissolve, change the stomach PH and protect from the aspirin, then be gone. That type of short-term affect is believed to have less long-term side-effects than the formulations that may cause the implications you noted above.
Remember, Ranbaxy markets Absorica, Cipher just collects a royalty. I think formulary coverage will be key to gaining share, along with educating derms on the advantages of the drug over the generics. The drug is priced about double the generic pill. Like I said, getting on the formularies will be very important once share gets above 15-20%.
I love when clowns like you try to besmirch my record with total BS. Here are the FACTS:
DARA: When I wrote about DARA last September, the stock was $0.86. It's now $0.76. That's not -35%, that's -11%. Here's the proof: http://bit.ly/10aFxFm Meanwhile, the stock has been as high as $1.16, so if you listened to my call at $0.86, chances are you made money. I stand by my recommendation with DARA.
ASTM: I'm no where near down 80% on ASTM. The last page of this report shows my history with ASTM. I told people to buy it at $2.20 and I covered the recommendation at $1.80 cause I saw things going south. I never told anyone to buy the stock after I downgraded it at $1.80. My job is to analyze and report on the stock. If you bought it at $1.80 and rode it down to $0.57 it's your own fault. Don't blame me because you can't trade a lick. http://bit.ly/18lTlo5
Now that I've proven your two "let's bash Jason" comments total BS, why don't you post a comment about my recommendations on:
CPHMF: From $0.64 to $3.75 TSRX: From $4.75 to $6.50 ONVO: From $1.95 to $4.30 NVIV: From $0.95 to $3.05 NBIX: From $4.00 to $11.25 DRRX: From $0.92 to $1.57 CUR: From $0.95 to $1.18 ACAD: I was the only one talking about this stock when it was $1.25. It's now $12.35.
AVEO was not my call, that was another contributor to PropThink.
Finally, I make it pretty clear in this article that I am NOT recommending ZLCS today. I'm telling people to put it on their radar because of the upcoming catalysts later this year with Z160.
LabStyle Innovations And The New Standard In Diabetes Management [View article]
LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
Jason
LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
Jason
LabStyle Innovations - Glucose Monitoring For The Mobile Age [View article]
I like the concept of the Echo and C8 devices, but they are just too big and bulky right now. They are like the mobile phones of the 80's that were attached to a suitcase. It only took 30 years to go from ridiculous to ubiquitous.
Jason
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
You seem intent on finding reasons to disagree with me just so you can get in a few more paragraphs about your position and promote your work. It's unnecessary. I'm neutral on both names until I see the data.
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
This is one of the challenges to Cytomedix enrolling patients. The patients do not want to "come back" for an experimental medicine, 40% of which are getting a sham procedure. Enrolling phase 2 trials with this type of protocol is extremely tough. It will get easier for Cytomedix if they make it to phase 3 and then the market.
Jason
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
I will agree if the data is fantastic. If its so-so, I do not think they will stock it. There is too much potential risk and the FDA may have issues with stocking at the treatment center.
I really don't want to come across as a ATHX bear, so I'll get off that subject now. MultiStem clearly has some superior attributes to ALD-401. But I think almost everyone is brushing off ALD-401 as either the wrong strategy, wrong delivery, wrong cells, wrong time frame - whatever. I think that is too pessimistic. Go look at the animal data with ADL-401. It is equally as strong as MultiStem.
Jason
Does Cell Therapy Hold The Key To Treating Stroke? [View article]
MultiStem isn't as "off the shelf" as you think. You should research the supply / distribution model for the product. I didn't get into that for this article because it was not really relevant to the conversation, but I don't think hospitals and treatment centers will warehouse MultiStem. Athersys will still need to ship the product when it is requested for a patient. That certainly better than the Cytomedix or Aastrom model, but its not "off the shelf" per se.
I specifically spoke with Cytomedix about this concept of waiting "too long" to treat and they flat out do not believe it. Conventional thinking is that the inflammatory process is harmful and needs to be stopped. Conventional thinking has been wrong in every stroke trial to date. Re-read what I say about this above. Cytomedix believes in a strategy of letting the body's own inflammatory response run its course, then treat AFTER the sub-acute period. They base this off of many prior failures with small molecules specifically looking to quash the body's inflammatory response post event, and the success that some treatment options for ARDS have had by waiting until inflammation subsides, then treating.
As for Pfizer... who cares? Like Pfizer has never been wrong?? Plus, the Pfizer deal is for IBD/UC, not stroke.
Alexza Is Meaningfully Overvalued Following Its Latest Rally [View article]
I still predict this product will be a complete commercial flop and that ALXA will recognize very little of that $195M backend.
Good luck to anyone long at this level. You're going to need it.
Durect: Pfizer Hints At Progress With Remoxy [View article]
Well PFE dropped a bit of a bombshell this morning - noting that they do not expect to re-file the NDA until mid-2015! The Durect press release notes that Pfizer wants to conduct additional clinical studies on the bioequivalence with the modified formulation to bridge to the clinical data conducted with the original formulation, as well as an abuse potential study with the modified Remoxy formulation.
From the PFE update:
"We received written guidance from the FDA in May regarding required next steps, including additional clinical studies, to address the letter. Based on this guidance, we are considering our options with respect to Remoxy. If we elect to continue development of Remoxy, we would not expect to submit a response to the "complete response" letter before mid-2015."
That "IF we elect to continue..." is a bit scary.
This might be one of those cases where the meeting and meeting minutes show two different outcomes!
I think the floor on DRRX based on Alzet, Lactle, Relday, and the cash on hand is $0.75. That assumes nothing for Remoxy or Posidur, or the rest of the pipeline. Might be a good pick-up at that level.
Review Of Depomed's First Quarter 2013 Results [View article]
Best,
Jason
Pounding The Table On Pozen: Why There's Upside In This Misunderstood Name [View article]
Cipher Pharma Continues To Deliver [View article]
Remember, Ranbaxy markets Absorica, Cipher just collects a royalty. I think formulary coverage will be key to gaining share, along with educating derms on the advantages of the drug over the generics. The drug is priced about double the generic pill. Like I said, getting on the formularies will be very important once share gets above 15-20%.
Jason
Watching Zalicus Like A Hawk [View article]
DARA: When I wrote about DARA last September, the stock was $0.86. It's now $0.76. That's not -35%, that's -11%.
Here's the proof: http://bit.ly/10aFxFm
Meanwhile, the stock has been as high as $1.16, so if you listened to my call at $0.86, chances are you made money. I stand by my recommendation with DARA.
ASTM: I'm no where near down 80% on ASTM. The last page of this report shows my history with ASTM. I told people to buy it at $2.20 and I covered the recommendation at $1.80 cause I saw things going south. I never told anyone to buy the stock after I downgraded it at $1.80. My job is to analyze and report on the stock. If you bought it at $1.80 and rode it down to $0.57 it's your own fault. Don't blame me because you can't trade a lick.
http://bit.ly/18lTlo5
Now that I've proven your two "let's bash Jason" comments total BS, why don't you post a comment about my recommendations on:
CPHMF: From $0.64 to $3.75
TSRX: From $4.75 to $6.50
ONVO: From $1.95 to $4.30
NVIV: From $0.95 to $3.05
NBIX: From $4.00 to $11.25
DRRX: From $0.92 to $1.57
CUR: From $0.95 to $1.18
ACAD: I was the only one talking about this stock when it was $1.25. It's now $12.35.
AVEO was not my call, that was another contributor to PropThink.
Finally, I make it pretty clear in this article that I am NOT recommending ZLCS today. I'm telling people to put it on their radar because of the upcoming catalysts later this year with Z160.
Now run along little Rickie...
Jason