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  • 4 Reasons Tonix Could Be A Multi-Bagger [View article]
    From the article Argyll:

    "B) Tonix Has Valuable Intellectual Property

    PK Patent

    While Tonix has a method of use patent for TNX-102 SL, it also has an active patenting strategy, and has filed a number of patents to extend TNX-102 SL exclusivity and expand its reach.

    By far the most important of these patents is the pharmacokinetics (PK) patent filed in June of 2012 that should guarantee market exclusivity for TNX-102 SL through 2032.

    A PK patent refers to the curve that shows how much drug is in the blood at certain times after administration

    PK patents are sometimes called "Oxycontin patents" because Purdue Pharmaceuticals got strong patent protection using Oxycontin's PK profile. Oxycontin survived every court challenge by generics, even though it was a reformulation of 95-year-old Oxycodone, and those patents beat every challenge and expired naturally.

    The company that filed and defended Purdue's patents was Ropes & Gray, and that is who Tonix hired to file and defend its patents.

    These types of PK patents have proven very difficult to circumvent in court. Tonix's intellectual property around TNX-102 SL should guarantee market exclusivity until at least 2032."
    Dec 9, 2013. 09:07 AM | 4 Likes Like |Link to Comment
  • My 80 Year Prediction On 3D Printing And Robotics [View article]
    Superior peasant-machines could be developed to revolt more efficiently than regular peasants..
    Oct 10, 2013. 09:54 PM | 4 Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    The company has visibility through the end of the year for expense - should spend a million a month and not raise funds prior to ICT-107's fate being decided at FDA meeting. The earnings tomorrow are very unlikely to have any surprises.
    Aug 6, 2013. 01:46 PM | 4 Likes Like |Link to Comment
  • 5 Reasons Hydrogenics Could Triple [View article]
    It has been an arduous road here, no doubt. They got new management six years ago and the new CEO's work is now paying off, he came from Toyota Canada and brought standardization and simplification to HYGS - fuel cell costs dropped by 85%, electrolysers by 50%. Hang in there, after 16 years they are arriving!
    May 25, 2013. 03:21 PM | 4 Likes Like |Link to Comment
  • 5 Reasons Hydrogenics Could Triple [View article]
    Historical performance as a guide for emerging technology - HYGS did not have Power-to-Gas at all in its history, and they've cut their fuel cell costs by 85% bringing commercialization at long last. Their backlog alone should bring profitability.
    May 24, 2013. 07:33 PM | 4 Likes Like |Link to Comment
  • Investors are lapping up SeaWorld's (SEAS) IPO. After pricing its 26M-share offering at $27 (the high end of its range), shares opened at $30.56 and are now at $30.90, up 14.4%. That gives the aquatic park owner a market cap of $2.86B. 10M new shares were issued, and 16M were sold by P-E owner Blackstone. SeaWorld posted 2012 revenue of $1.42B (+7% Y/Y), and net income of $77.4M. The company had $1.82B in debt on its balance sheet, and just $45.7M in cash, at the end of 2012. (prospectus[View news story]
    If you know a better way to invest in dolphins I'd like to hear it! : )
    Apr 19, 2013. 05:18 PM | 4 Likes Like |Link to Comment
  • MannKind's Afrezza Likely To Easily Gain Approval [View article]
    Thank you jr_3c, absolutely right. We all know diabetics and I have many in my family.
    Apr 15, 2013. 07:09 AM | 4 Likes Like |Link to Comment
  • Biotech: Hedging While Speculating [View article]
    It goes down the chain, Scott Matusow got me interested. Seeking Alpha rules!
    Mar 29, 2013. 02:54 PM | 4 Likes Like |Link to Comment
  • MannKind: A Pure Speculative Bet [View article]
    LOL Adam, every single major drug company is very interested in MannKind, are those not "serious investors"? The deal was very small for another thing, they had no need to line up a different deal. Al won't give up control unless it is top dollar because he knows what he has. They have everything they need to tide them over until August results and then the big pharmas will pay up.
    Mar 20, 2013. 01:57 PM | 4 Likes Like |Link to Comment
  • MannKind: A Pure Speculative Bet [View article]
    Speculative biotechs are not for people who need to see past earnings. Here is some research on MannKind's prospects for those who are interested:
    Mar 20, 2013. 11:17 AM | 4 Likes Like |Link to Comment
  • QE3 Up To This Point In Time [View article]
    Excellent article John, thank you for the explanation.
    Nov 2, 2012. 05:26 PM | 4 Likes Like |Link to Comment
  • Tonix Is A Buy On Endpoint Circumstances [View article]
    Willy here is my prediction: They had to run 2 well controlled studies originally per the FDA, I think that BESTFIT is deemed successful, they have to run 1 more, circa 4X the size of BESTFIT.

    That should cost circa 4X BESTFIT, an amount that they possibly could technically write a check for but would leave them destitute enough to have to raise money anyway.

    So I think they will report that, as they had planned all along, they have to do one more trial. That should be good to take them to new highs, and they should have no problem raising $50 million privately, which I think they will do.
    Sep 30, 2014. 06:19 PM | 3 Likes Like |Link to Comment
  • Tonix Is A Buy On Endpoint Circumstances [View article]
    Thank you WolfnOne, I think that is the right thing to do here, they really got labeled as "Fail" but they could hear from the FDA that they got everything they needed to get out of the trial.
    Sep 30, 2014. 02:32 PM | 3 Likes Like |Link to Comment
  • What Success Should Look Like For TNX-102 SL [View instapost]
    Discipline over conviction always my friend.
    Sep 6, 2014. 02:20 PM | 3 Likes Like |Link to Comment
  • New Tonix Price Target: Depends How High Chart Goes [View instapost]
    You are most welcome tkswett, thank you.

    I like that Dr. Lederman is honing in on certain key points he did not emphasize as much prior, some points:

    -He repeatedly emphasized that improvement in pain alone is the approval endpoint, just like the 3 approved FM drugs. He made it so clear that it sounded like that is a part of the story that people have been misunderstanding. Dr. Gershell made this clear to me also a while ago and explained why it is important to the story - the idea is that sleep quality is a new area and there is no already-traveled approval pathway or already-established metrics. They are driving home the point that that doesn't matter, they just need improvement in pain.

    -He really made their vision clear with their dual focus on not just adding adding better treatments, but focusing on areas where they can replace problematic treatments - opiods, barbiturates, benzo/non-benzodiazepines

    -Also really emphasized the markets - how common the three lead conditions are, and how lacking and problematic the treatments are, he really made the case for the markets

    -He emphasized how costly both FM and PTSD are to everyone, and also made the point that this is an every night medicine for "week, months, years" in both conditions

    -Started the presentation off: "I hope I convince you by the end of this that we have a terrific team, we're well-capitalized, and it's a very exciting time for our company," he touched on the well-capitalized for key near milestones at the end, and mentioned the "strong balance sheet" again in the Q&A, said of last raise "recently cleaned up our shelf"

    -It was news to me that they may only need one study after AtEase: "if it's positive we believe this could be a registrational study, the first of two pivotal studies"

    -Positive and emphatic "well along" in extension study

    -The old version of their headache drug was the 2nd most prescribed headache med in 1988, and that was off-label, no good meds out there for most common headache, all approved have troublesome barbiturate that's banned in Germany

    -Their clinical research is the only work of its kind for a drug in PTSD, no one else is bringing one along that is headed to the clinic including all the big names

    I really like it.
    Aug 12, 2014. 11:52 PM | 3 Likes Like |Link to Comment