Seeking Alpha

Joe Springer

 
View as an RSS Feed
View Joe Springer's Comments BY TICKER:
Latest  |  Highest rated
  • Fire Away [View instapost]
    I should add they were able to nearly double and the trial still had its last patient enrolled on time, perhaps underscoring how desperate the population of FM patients are for a treatment.
    Sep 16 01:52 PM | 2 Likes Like |Link to Comment
  • Fire Away [View instapost]
    Andy have look here:

    http://seekingalpha.co...

    Then compare the two vs. their projected peak sales.

    For pre-emptive peak sales argument purposes see here:

    http://seekingalpha.co...
    Sep 16 01:49 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    The trial design was done with the FDA, if you look back at their 2012 presentations the structure of the trials they anticipated was a little different than after they met with FDA, this one could have been about half size (after meeting with FDA they planned on 60 per arm), after getting funds they were able to nearly double that, so this could much more easily than anyone is conceding be viewed as both final trials.
    Sep 16 01:48 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    Let's see,

    30 days has September,
    February, March, and June,
    the rest have a couple dozen or so.

    Yep, looks like it.
    Sep 15 04:15 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    I don't think so, did you hear something I did not?
    Sep 15 04:13 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    Look no further than Map, was about a 10-bagger in less than a year

    BUT

    That was from a higher relative starting point, Map was brought to market by behemoths Merrill Lynch, Morgan Stanley, & Deutsche Bank - Tonix never even had an IPO of any kind, and remains obscure and much more undervalued than Map before it released its results.

    SA may draw attention to Tonix, but not like an IPO from the biggest investment banks.

    http://bit.ly/YMf20h
    Sep 15 02:53 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    He said something like "we have guided to Q4," not even the same as still committing to Q4, which I think he would have if pressed, but he seemed loathe to get specific. A couple things like "very eager for top line data" and "in the process of waiting", there was really no new timing info at all that was concrete that I heard.
    Sep 15 02:33 PM | 1 Like Like |Link to Comment
  • Fire Away [View instapost]
    You are very welcome dramorgan, can doctors prescribe sainthood? Look out christianmingle.com..
    Sep 15 11:58 AM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    I have a Google finance portfolio called "Tonix comparisons" of biotechs that are (very) roughly in Tonix sector, just for a quick glance to see if a move is sector related, I did it quick so the names are far from perfect comparisons but here they are if you are interested:

    GILD PCYC ICPT CELG BIIB MDVN VRTX AMGN REGN PTCT IBB INCY PBYI BCRX NVAX CBST ALKS NBIX SRPT JAZZ DYAX TNXP
    Sep 15 10:22 AM | 2 Likes Like |Link to Comment
  • Fire Away [View instapost]
    I just expect volatility and misdirection generally speaking, Map was all over the place before its results.
    Sep 15 10:09 AM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    Thank you D, feel free to chime right in.
    Sep 14 11:02 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    I should add in his defense he couched it by saying "dream."
    Sep 14 10:04 PM | 1 Like Like |Link to Comment
  • Fire Away [View instapost]
    1)"What do you think of Jason's article idea that tnxp could be a desired add on for depomed?"

    Tonix has said for a while that they are not interested in working with a mid-tier company.

    Depomed does not have the huge primary care force for the huge market opportunity.

    The funders/directors are former CEOs of tens-of-billions dollars companies and have a huge reach and unparalleled access with some of the largest companies - Celgene, Glaxo, Jazz to name a few with a direct link.

    Imagining them dying to sell out for way less than they are worth, for no business reason that makes any sense, while things are going right on script, is not his finest piece of research IMO.

    2) Foles
    Foles will bring it home, I deftly picked up Cousins today, but just for backup purposes.
    Sep 14 09:58 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    You are very welcome Micha, thank you.
    Sep 14 07:36 PM | Likes Like |Link to Comment
  • Fire Away [View instapost]
    You are most welcome genoa93, thank you.
    Sep 14 07:35 PM | Likes Like |Link to Comment
COMMENTS STATS
2,227 Comments
1,409 Likes