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  • Avanir Pharmaceuticals: Uncovering Nuedexta's Potential Part I [View article]
    Yep. A regular Woodward & Bernstein, we are. Minus the presidential scandal and secret informant drama, of course. ;)

    Bert
    Mar 27, 2011. 03:03 PM | 1 Like Like |Link to Comment
  • Avanir Pharmaceuticals: Uncovering Nuedexta's Potential Part I [View article]
    I'd say it was a good quibble... I don't know about "very good", as you put it.

    Looks like I have a minor quibble with your quibble, Andy. ;)

    Bert
    Mar 27, 2011. 02:51 PM | Likes Like |Link to Comment
  • Ariad Pharmaceuticals: Solid Company but Not a Steal [View article]
    Hello Mabi,

    I agree with much of your sentiment but, as you know, there are no guarantees with biotechs. I believe there is much upside potential from here, which is why I hold shares. Two months ago, it was still a steal. Now... not so much. As far as missing some key points, well... I'm just trying to keep these pieces relatively concise (and hopefully easy to follow). Thanks for your comment and good luck to all ARIA longs.

    Bert
    Mar 21, 2011. 08:34 AM | Likes Like |Link to Comment
  • Star Scientific: A Struggling Tobacco Company Sitting on a Healthcare Gold Mine? [View article]
    Most likely several years (if ever) from US approval for any sort of indication. Given Anatabine's potential as an anti-inflammatory agent it is conceivable that the compound could, at very least, be proven efficacious for some sort of condition at some point.

    CiGRX is also currently available for purchase.

    Bert
    Mar 16, 2011. 09:43 AM | Likes Like |Link to Comment
  • Avanir Pharmaceuticals Poised for a Strong New Drug Launch [View article]
    I just left a detailed response to a similar question/concern on the "Full Steam Ahead" article. Also: www.nuedexta.com/patie...

    Bert
    Mar 16, 2011. 09:30 AM | 1 Like Like |Link to Comment
  • Avanir Pharmaceuticals: Full Steam Ahead [View article]
    The insurance hurdle. As a newly approved drug, Avanir is currently under standard formulary review, which can last 6-9 months. Until final determinations are made, some major insurers and managed care companies have placed Nuedexta on tier 3 restricted & tier 4 restricted. This means some doctors will have to fill out forms required by insurers and patients will likely have to pay more out of pocket until (hopefully favorable) results can come of the negotiations between Avanir & the insurers (of course, it helps that Nuedexta is a first in class drug and there are currently no other available FDA approved treatments for PBA). I believe (and hope for the sake of the patients involved) that most insurers will eventually have Nuedexta on tier 3 unrestricted tier 2 restricted. Avanir is currently offering short term assistance in the form of co-pay cards, among other strategies, and on the Nuedexta website, concise information is given to potential patients as to how to work with their physicians to navigate the insurance maze. Here is a link to the patient support page on Avanir's website:

    www.nuedexta.com/patie...

    Bert
    Mar 16, 2011. 09:21 AM | Likes Like |Link to Comment
  • Avanir Pharmaceuticals: Full Steam Ahead [View article]
    Agreed. Solid presentation. Worth a listen... www.wsw.com/webcast/ro.../
    Mar 15, 2011. 01:06 PM | Likes Like |Link to Comment
  • Star Scientific: A Struggling Tobacco Company Sitting on a Healthcare Gold Mine? [View article]
    The last time I saw insider buying like this on a stock I held was EXEL back in 8/10. Not trying to draw ANY parallels between the two companies, but look at a chart of EXEL from mid August to present...

    Bert
    Mar 14, 2011. 10:55 AM | 1 Like Like |Link to Comment
  • Star Scientific: A Struggling Tobacco Company Sitting on a Healthcare Gold Mine? [View article]
    A lot of J.A. fans out there...

    Congrats on your recent purchase.

    Bert
    Mar 14, 2011. 08:22 AM | Likes Like |Link to Comment
  • Star Scientific: A Struggling Tobacco Company Sitting on a Healthcare Gold Mine? [View article]
    A great read on the subject:

    seekingalpha.com/artic...

    Bert
    Mar 14, 2011. 08:00 AM | Likes Like |Link to Comment
  • Avanir Pharmaceuticals: Full Steam Ahead [View article]
    Bio Burt: "told you it was a short...."

    Operative word being "was" :)

    Bert
    Mar 9, 2011. 08:27 AM | 1 Like Like |Link to Comment
  • Avanir Pharmaceuticals: Full Steam Ahead [View article]
    You must be one of those "back alley", low dose quinidine sulfate salesmen. Man, you guys are everywhere ;)

    Get real.

    BTW- We'll talk patents as soon as Avanir's are challenged.

    Bert
    Mar 8, 2011. 08:27 PM | 1 Like Like |Link to Comment
  • Avanir Pharmaceuticals: Full Steam Ahead [View article]
    I'm sure he'll be along soon enough.

    Bert
    Mar 8, 2011. 03:39 PM | 1 Like Like |Link to Comment
  • Avanir Primed for a Rebound? [View article]
    Thanks for the article. AVNR will make it's move soon enough.

    PBAinfo.org

    nuedexta.com

    Avanir.com

    www.msassociation.org/...

    Bert
    Mar 3, 2011. 08:57 AM | Likes Like |Link to Comment
  • Battered but Unbroken Biotechs [View article]
    Thanks for the article. EXEL has been on a tremendous run since multiple insider open market purchases were reported last August. Something about insider buying seems to promote investor confidence...
    Mar 1, 2011. 04:59 PM | Likes Like |Link to Comment
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