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Justin M. Hall

 
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  • Spain Announces Beginning Of End: The Unfolding Global Fiasco Is Near [View article]
    Good observation James. No, I'm not trying to being a smartie - not my style. The comment above tells me that you do, in fact, take a balanced approach and I appreciate that.

    Thank you for your work, my friend.

    Justin
    Jan 21 01:21 AM | 6 Likes Like |Link to Comment
  • Former Obama economic advisor Christina Romer cites the 1930s and WW2 to argue the government should increase spending to spark growth. She says "aggressive monetary expansion" brought growth of 10% a year from 1933-1937, with  monetary and fiscal retrenchment then helping cause the 1937 recession.  [View news story]
    Her views are terribly flawed.

    I encourage Ms. Romer to read "The Forgotten Man."

    Deflation coupled with super high unemployment and strict trade laws drove the 1937 recession.
    Aug 14 06:58 AM | 5 Likes Like |Link to Comment
  • Alcoa Earnings: Company May Guide Higher, Boosting Others [View article]
    David:

    I might pause before jumping into AA at this time. After following AA for nearly a decade, I would be more inclined to short AA into the Q2 results on Monday as I expect it might fall in AH trading.

    I do hope all is well with you my friend.

    Justin
    ______________________...

    Not to poke fun at the person, who goes by "Gumby", but I sincerely hope that you might consider talking with a doctor. I believe you might be struggling with a comorbid schizophrenia and OCD / OCS. It might serve you well to talk with someone. You thinking is not clear. Your comments are abusive and lack reason and/or purpose. I do wish you well and hope you will talk with someone. I believe that it could only help.
    Jul 9 06:21 AM | 4 Likes Like |Link to Comment
  • Spectrum Pharmaceuticals: Undervalued and (Now) Oversold [View article]
    RRTZMD:

    Your argument is terribly weak, stale and overused. You are not at all well researched as you completely lack a clear understanding of the facts, here.

    I encourage you to read all of my past articles.

    From here forward, you should no longer continue to read my articles if you do not agree with what I have to say. Why waste your time on me? Find someone else, who you might agree.

    Justin
    Sep 25 01:40 AM | 4 Likes Like |Link to Comment
  • Five Drug Makers with Pending Catalysts [View article]
    SA READERS:
    To omit personal attacks and the childish name calling like the tactics used by "Bertrt" and his or her other aliases, click "REPORT ABUSE" and allow SA administrators to determine whether such garbage will be allowed on the site.

    Also click on "Comments" in red lettering next to the user's name, i.e. Bertrt. Take a moment to review some of the other comments that the specific user has made in the recent past. As you will notice Bertrt has not tried to add anything to the discussion. Rather he or she has consistently attacked other contributors while hiding behind his or her fake name.

    This person offers nothing to the discussion and DOES NOT offer any evidence to support his claims. A few things that are apparent, Bertrt is likely a short seller and not a fan of drug development (namely cancer). One could argue he is not a fan of American business, capitalism, free markets as well as free speech.
    Sep 5 04:08 AM | 4 Likes Like |Link to Comment
  • Today in Commodities: Dollar in the Driver's Seat [View article]
    Matt's call is dead on! Well done sir!

    The folks, who are negating the play on nat gas, at these historical lows are dead wrong and just dumb. Except margin players, who really cares if it continues to drop from here?

    I intend to BUY nat gas just before Congress is back in session.

    Someone mentioned gold and silver above. Another way to play / hedge inflation in the current environment is platinum and/or palladium.

    (SWC) is the domestic pure-play on both, platinum and palladium. On July 7, 2009, I noted that Stillwater Mining (SWC) was a buy. As of Friday, August 28, 2009, (SWC) is up 31.95%.

    (SWC) was recently mentioned in the article at link below.
    seekingalpha.com/artic...

    It should also be noted that the FDA is expected to rule on (SPPI)'s NHL drug Zevalin on or before Labor Day, Monday September 7. It is telling that (SPPI) closed at a brand new multi-year high on Friday, August 28. Approval is highly likely and shares should rise upon the announcement.

    Take a minute and check out (SPPI). I am confident that it will be well worth your time. I should point out that I have covered (SPPI) including their impressive cancer pipeline thoroughly over the past 7 weeks. The company has a very compelling story and worth a review.

    Interested investors can check out this August 20, 2009 article on (SPPI) at the link below.
    seekingalpha.com/artic...

    One final thought: some of the folks commenting here really need to wise up. Good grief. After reviewing some of the comments above, it appears that the commi-freaks are running rampant in this neck of the woods. Take your anti-American negativity somewhere else. This author, whether you like him or not, is entitled to express his opinion. It is lawful under our Constitution, and diversity of opinion should be encouraged not ridiculed. For the love of all that is left good in our world, take any hate, anger and other BS somewhere else. The leftist rhetoric is old and stale.

    And I'm sure what I just said will have a huge impact.


    Justin M. Hall
    Aug 29 10:51 AM | 4 Likes Like |Link to Comment
  • ECRI Says Recession Is Still Coming - Evidence Is In Coincident Data [View article]
    You're dead on BBRO.

    Readers ought to consider reviewing the Business Cycle Index. ECRI's recession calls have not proven accurate thus far.

    I suppose peddling fear has made ECRI lots of money. :-) No need to take that seriously, that is a joke.

    Good luck all!
    Feb 26 05:23 AM | 3 Likes Like |Link to Comment
  • Spain Announces Beginning Of End: The Unfolding Global Fiasco Is Near [View article]
    I tend to agree with you here as well James.

    In my view, ECRI is wrong. I follow / use the Business Cycle Index (BCI) and have found it helpful.

    It's also very reasonable to expect that things will slow during Q2 2012.

    Glad to see that we are on the same page. :-)

    Justin
    Jan 21 01:32 AM | 3 Likes Like |Link to Comment
  • Will The Financials Sustain The Rally? [View article]
    Farah:

    You are right on here. I appreciate your conviction and continue to share your +sentiment on BAC.

    D: I am long BAC and own various options positions. I have also recommended BAC to members on my site, Rx Investors .com. Most own it.

    By year-end 2011, I believe shares of BAC will exceed $10. This month (October 2011) I expect shares to exceed $8.

    Good luck with your BAC position! You should do well.

    Thank you again for the article.

    Justin
    Oct 13 06:46 AM | 3 Likes Like |Link to Comment
  • It's Time To Buy Gold At Its 'V' Market Bottom [View article]
    David:

    While I'm not a big fan of gold, I think your call is dead on here. I like the plays you highlighted above.

    Ditto with your call on Copper.

    Good work!

    Justin
    Sep 30 01:42 PM | 3 Likes Like |Link to Comment
  • Former Obama economic advisor Christina Romer cites the 1930s and WW2 to argue the government should increase spending to spark growth. She says "aggressive monetary expansion" brought growth of 10% a year from 1933-1937, with  monetary and fiscal retrenchment then helping cause the 1937 recession.  [View news story]
    Joe,

    With all due respect and I mean that - I just disagree. In any and every organization - public and private - it all starts at the top.

    The current President is by all metrics, his and others, a complete failure.

    The bottoms up approach is dead wrong.

    Redistributing wealth, which we covered a lot in law school (hmm), does not make a country or its people great. People must work and have the opportunity to work.

    There is nothing meaningful or rewarding about getting paid to sit at home. That only breaks the spirit of men. To be great again, we need confidence - American spirit which stems from pride in our work.

    Reagan, Clinton and Bush put folks back to work. While Obama was dealt some challenges at the beginning of his Presidency, the American people, which he was elected to serve, have not benefitted from his plan - $800B stimulus, healthcare for all, tax cuts ($13 / week doesn't get you far), green jobs, inter alia.

    A new and more experienced leader with a different plan will make difference.
    Aug 14 10:21 PM | 3 Likes Like |Link to Comment
  • How White-Collar Criminals Exploit Your Vanity – Beware of Compliments [View instapost]
    This was a great read! Thank you Ilene.

    I am going to cite the entry at Rx Investors.

    Justin M. Hall
    rxinvestors.com//
    Jun 12 01:34 AM | 3 Likes Like |Link to Comment
  • Spectrum Pharma: Zevalin Sales Ramp Up [View article]
    ZEVALIN AT ANNUAL ASH MEETING
    This year, the American Society of Hematologists or ASH Annual Meeting will begin on Saturday December 5 and conclude on Tuesday, December 8, 2009. Eleven oral and poster presentations will feature Zevalin.

    On Saturday, December 5, the first Zevalin poster will be available between 5:30 and 7:30 PM. The second poster will is scheduled for Sunday, December 6 from 6-8 PM.

    1703. Phase 2 Trial Feasability and Toxicity after Induction Treatment with Rituximab-HCVAD and Metotrexate/Citarabine, Followed by Consolidation with Y-90 Ibritumomab Tiuxetan (Zevalin®)

    Treatment of MCL with 6 cycles of Hyper-CVAD/MTX-AraC with anti-CD20 can be accomplished in 70% of the patients up to 70 years, although close follow-up and dose adjustments are frequently required mainly due to hematological toxicity. Consolidation with Ibritumomab-tiuxetan (Zevalin®) is safe and feasible at a dose of 0.3 mCi/Kg. Efficacy is high with an ORR (overall response rate) and PFS (progression-free survival) of 83% and 75%. Longer follow-up is needed to evaluate the role of consolidation treatment with RIT.

    2720. Phase 2 Trial of Rituximab-CHOP Chemotherapy Followed by Yttrium 90 Ibritumomab Tiuxetan (Zevalin®) for Previously Untreated Elderly Diffuse Large B-Cell Lymphoma (DLBCL) Patients

    These preliminary data indicate that radio-immunotherapy appears highly effective and feasible as “consolidation” after 4 cycles of immuno-chemotherapy in elderly Diffuse Large B-Cell Lymphoma (DLBCL) patients, improving quality of response without any cumulative toxicity.

    From 6-8 PM on Monday, December 7, seven poster presentations on Zevalin will be available.

    3743. Phase 2 Trial of R-FM (Rituximab, Fludarabine and Mitoxantrone) Chemotherapy Followed by Yttrium 90 Ibritumomab Tiuxetan (Zevalin®) for Untreated Follicular Lymphoma (FL) Patients

    These preliminary data indicate that radio-immunotherapy (Zevalin®) appears highly effective and feasible as “consolidation” after short (4 cycles) immuno-chemotherapy in FL patients, improving quality of response without any cumulative toxicity.

    3751. Phase 2 Trial of 90 Y-Ibritumomab Tiuxetan (Zevalin®) Treatment as Consolidation After 6th R-CHOP Chemotherapy in Patients with Limited-Stage, Bulky Diffuse Large B Cell Lymphoma

    Consolidation treatment with Ibritumomab tuixetan (Zevalin®) resulted in a favorable response with tolerable toxicity in patients with bulky DLBCL.

    3210. 90Y-Ibritumomab Tiuxetan (Zevalin®) or Purine Analogues Severely Affect Peripheral Blood Stem Cell Mobilization: An Analysis on 248 Patients

    These results could help to identify those factors affecting PBSC mobilization. To reduce poor mobilizers we suggest to anticipate mobilization program and to evaluate the opportunity to reserve purine analogs or radio-immunotherapy after collection. About 20% of patients defined as absolute poor mobilizers might successfully mobilize PBSC by lowering the CD34+ cut-off before apheresis.

    3357. 90Y-Ibritumomab Tiuxetan (Zevalin®) May Enhance Anti-Lymphoma Effect of Reduced-Intensity Fludarabine and Melphalan Regimen in Patients with Relapsed, Refractory B-Cell Non-Hodgkin Lymphoma (NHL) Undergoing Allogeneic Hematopoietic Cell Transplant (Allo-HCT)

    This study demonstrates the feasibility, tolerability and efficacy of adding Zevalin® to RIC fludarabine and melphalan in the allo-HCT setting for B-cell NHL. The response observed at 1 month post-transplant in patients with refractory disease are encouraging and suggest that this approach could be used to provide early disease control before graft-versus lymphoma effect takes place.

    3538. No Harmful Impact of 90Yttrium-Ibritumomab Tiuxetan (Zevalin®) Combined with BEAM on Bone Marrow Microenvironment

    90Y-ibritumomab tiuxetan (Zevalin®) alone did not effect the bone marrow environment as measured by SDF-1α and HA. As expected, significant changes were found after high dose chemotherapy. Engraftment and repopulation after Z-BEAM and auSCT was similar to standard BEAM followed by auSCT.

    3746. Consolidation with Radio-immunotherapy (Zevalin®) May Prolong Survival in First Remission of Mantle Cell Lymphoma (MCL) Patients Uneligible for Stem Cell Transplantation, an Analysis of the International RIT-Network

    Standard-dose non-myeloablative RIT (Zevalin®) is a feasible and safe treatment modality, even for elderly MCL patients. Consolidation radio-immunotherapy with ibritumomab tiuxetan (Zevalin®) may prolong survival of patients who achieved clinical response after chemotherapy. Therefore, this “consolidation” approach should be considered as a treatment strategy for those, who are not eligible for ASCT. RIT (Zevalin®) also has a potential role as a palliation therapy in relapsing / resistant patients.

    3423. Y90 (Zevalin®) Plus High Dose BEAM with Autologous Stem Cell Transplantation for Chemo-refractory Non Hodgkin Lymphoma

    In this poor risk group of patients Y90 (Zevalin®) plus high dose BEAM can induce responses and long-term remissions. However, other treatment approaches may be warranted for patients with chemo-refractory MCL

    Two oral presentations on Zevalin will be featured on Tuesday, December 8 at 7:45 and 8:15 AM, respectively.

    932. 90y-Ibritumumab Tiuxetan (Zevalin®) - BEAM/C with Autologous Stem Cell Support as Frontline Therapy for Advanced Mantle Cell Lymphoma. Preliminary Results from the Third Phase 2 Trial (MCL3) evaluating Mantle Cell Lymphoma (MCL)

    The high response rates after induction treatment achieved in the MCL2 study are confirmed in the present study (MCL3). Adding 90Y-Ibritumomab tiuxetan (Zevalin®) to high-dose chemotherapy for responding patients NOT in Complete Response (CR) prior to transplant is feasible and does NOT increase toxicity. A negative PET-scan prior to transplant predicts for a molecular remission after the transplant.

    868. Stem Cell Transplantation with 90yttrium Ibritumomab Tiuxetan (Zevalin®) in Non-Hodgkin’s Lymphoma (NHL): Observations from PET Pre-Treatment Imaging and Responses in Allografted Refractory Follicular Histologies

    These data provide evidence that combining 90YIT (Zevalin®) at 0.4mCI/kg with the conditioning improves outcomes in NHL patients undergoing AUTO or NST, but NOT in CLL. Our results also represent the first report showing that the combination may overcome the negative prognostic value of PET+ in NHL. The addition of 90YIT (Zevalin®) to NST conditioning can induce long-term remission in relapsed refractory FL without added toxicity. Verification of our results in a larger cohort of patients is highly warranted.
    Nov 23 06:43 AM | 3 Likes Like |Link to Comment
  • Spectrum Pharma: CMS Rules in Favor of Zevalin [View article]
    R:

    Yes, I'm confident about earnings going forward. Based on the comments Raj made during the BIOCOM presentation last week, it is highly likely that Zevalin sales have increased from Q2.

    I believe shares remain a great buy under $7. There's a lot of room for this particular stock.

    Justin
    Nov 3 12:22 PM | 3 Likes Like |Link to Comment
  • Spectrum Pharma: Zevalin Has Blockbuster Potential [View article]
    HD:

    Yes I do understand that. I want to make sure that you understand that I am referring to total annual sales.

    I think you are underestimating the drug and do not seem to see what I see.

    Next month, CMS could approve Zevalin at ASP similar to other chemo drugs.. If so, then the company could charge a fair (higher)price for the drug.

    Set that aside for the moment. If there is a SHIFT in the STANDARD OF CARE treatment for NHL, then a majority of doctors will likely implement RIT into the first-line treatment - AND THEY SHOULD. IT WORKS.

    If a MAJORITY of doctors implement RIT, then a majority of patients will likely receive and RIT - Bexxar or Zevalin. Since Zevalin retains first-line approval and Bexxar does not, then most doctors, who implement RIT will use Zevalin by default.

    At the current price, of $24,000 per treatment (I'm not factoring the increase since we do not know the CMS decision yet), 4,167 patients need to receive it in a year to equal $100 M. Make sense?

    4,167 only represents 10% of the total patient pool which Zevalin is approved EXCLUDING watch and wait patients which account for another 20,000 and who also end up receiving treatment at some point down the road.

    Back to my argument above regarding standard of care. RIT is likely to become a standard of care treatment as a first-line consolidation. Again, standard of care means that a majority of all doctors will implement RIT into the first-line treatment regimen. Zevalin is the only one with first-line approval and will inherently be preferred by most of the doctors within the majority. A majority is 51%. So if 51% of the patients are treated with RIT, that means 22,000 to 25,000 patients would receive either Bexxar or Zevalin on an annual basis.

    Since a majority of patients are more likely to receive Zevalin over Bexxar because Zevalin has already been approved for first-line use and Bexxar has not, then about 22,000 to 25,000 patients would be treated annually with an RIT (Zevalin or Bexxar). With a majority of 51%, approximately 11,000 to 12,500 patients would receive Zevalin. Again Zevalin is more likely to be prescribed over Bexxar as it is approved for first-line use and Bexxar is not.

    11,000 to 12,500 patients, which represents a 51% majority of all patients treated with an RIT, would generate between $264M to $300 M at the current price of $24,000.

    Hence the importance of shifting the standard of care to include RIT. Such a shift would be a huge milestone for Zevalin. It should be done anyway, the damn drug works.

    I hope this helps.
    Oct 25 09:34 PM | 3 Likes Like |Link to Comment
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