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Matt Berry  

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  • ClearSign Of Upside Potential [View article]
    Founders of Clearsign: http://seekingalpha.co...
    Jul 27, 2015. 01:25 PM | Likes Like |Link to Comment
  • A Look At Reliv' International [View article]
    Nice work Duane.
    Feb 27, 2015. 05:00 PM | 2 Likes Like |Link to Comment
  • Physician Survey Results On Lomitapide And Mipomersen Support Our Thesis [View article]
    How did LifeSci Advisors receive responses for the lomitapide survey? Mail, email, website, phone, or other?
    Jul 11, 2014. 12:47 PM | Likes Like |Link to Comment
  • Isis: Long-Term Kynamro Adverse Events May Apply To Entire ISIS 2.0 Pipeline [View article]
    "AEGR's Eteplirsen" ?
    Jun 27, 2014. 07:49 PM | 1 Like Like |Link to Comment
  • Has Theravance Just Given Away 40% Of Its Value? [View article]
    Might have gone down with momentum-bust in Bio-space, forcing ETFs to unload without discriminating between types and forcing managers to meet redemptions, creating reinforcing cycle: "baby out with the bathwater." This or that theory aside, for longs, its an opportunity to increase the bet.
    May 14, 2014. 03:18 PM | Likes Like |Link to Comment
  • Aegerion Pharmaceuticals' Viability Threatened As Regulatory, Legal And Market Forces Close In [View article]
    "A blabbermouth CEO doesn't seem like a strong starting point for an investigation to me." AEGR IR has said that they believe the FDA and DOJ issues are separate -- so the problem is more than "blabber-mouthing". There is a reason for the DOJ investigation of promotion, marketing and sales practices. If AEGR is forced, by law or excessive scrutiny, to correct sales practices, expect revenue to be affected.

    AEGR is going to have a seriously difficult time justifying its $1.5 billion market cap with $100 to $200 million revenue, especially if revenue flattens out and shows no growth going forward.
    Mar 28, 2014. 07:12 PM | 1 Like Like |Link to Comment
  • Aegerion Pharmaceuticals' Viability Threatened As Regulatory, Legal And Market Forces Close In [View article]
    @seekingvalue
    "Doctors prescribe off-label all the time." Yes, but Pharma companies cannot promote off-label. It's is illegal. If AEGR's own scientists are correct that there are only 300 US HoFH patients, then AEGR management's attempt to get more than 300 could put AEGR at risk for off-label marketing.

    The FDA warning is not a light matter. Also, you didn't mention the DOJ. The Department of Justice investigation was initiated for a reason. That's not a light matter either. We can also expect that if the Brazilian investigation via their anti-corruption law yields evidence, then there is a threat that the SEC/DOJ might follow with action via the Foreign Corrupt Practices Act.
    Mar 28, 2014. 06:07 PM | 1 Like Like |Link to Comment
  • Aegerion Pharmaceuticals' Viability Threatened As Regulatory, Legal And Market Forces Close In [View article]
    Both Bio Insights and LifeSci Advisors wrote on AEGR. They both received a mention in Rick Pearson's recent expose of paid shills on SA: http://seekingalpha.co...

    Pearson: "My concerns with Bio Insights are as follows: First, he was identified to me as a paid writer by Tom Meyer. Second, he has written a large number of articles on Proactive/Dream Team clients. For example, he wrote on CytRx at the early part of that promotion in October. Third, there is a very obvious overlap between the articles of Bio Insights and Tech Guru and other identified paid writers. Fourth, the articles all appeared within the promotion window for these stocks and in fairly close proximity to the other authors from above."

    Pearson: "Tech Guru has also clearly indicated that he does paid writing for LifeSci Advisors. I am still assembling further findings on LifeSci."

    Pearson quoting Tech Guru: "its been my experience that when there are 2 firms on the same company they do very different things. for instance one firm like a mission IR for example would do promotional stuff- interviews, videos, syndication, whereas another one like Proactive or LifeSci Advisors to use those examples, would be the ones doing the seeking alpha articles, setting up road shows, and being more strategic in general. I work for the latter type of firms. I've never seen a case where there is direct overlap among firms doing the same thing, for the same client."

    Hopefully we'll learn more as time goes on. See http://seekingalpha.co...
    Mar 28, 2014. 04:33 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    You don't defeat an argument by declaring how long it's lasted the test of time, but by providing new and conclusive information.

    Of course I'm short AEGR. I investigated it and, given the facts presented here, believe AEGR has mislead investors.
    Mar 25, 2014. 04:21 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    And I've responded to you.
    1. If you feel that the number in the scientific community is incorrect, you need to take this up with the scientists, not me. The number 300 is still used by scientists today. If it needs updating, why don't you contact them and have them subject their data and analyses to peer review?
    2. If the Nobel Prize winners and AEGR scientists are correct with 300, then a sales method and promotion toward a number greater than 300 puts AEGR at risk of off-label promotion. THE GREATER THE NUMBER, THE GREATER THE RISK.


    There is reason for the Department of Justice investigation of AEGR's marketing practices, what do you think that is?

    See http://bit.ly/QcPNjw
    Mar 25, 2014. 04:17 PM | Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    Great work Rick.
    Mar 13, 2014. 04:18 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    The patient count of 300 was provided by the very scientists working on Aegerion's drug. That prevalence number was also used by Nobel prize winners. I had/have nothing to do with that estimate -- I'm following the facts.

    If the Nobel prize winners are correct with the number 300, and if AEGR is promoting the drug to 3,000 candidates, this could constitute an off-label risk and prompt serious regulatory scrutiny. And indeed the department of justice is investigating them: search AEGR news for the subpoena.
    Mar 1, 2014. 08:34 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    Agree. More scrutiny will certainly result in an adjustment to the current numbers, but there is no basis to believe that it will adjust by the 1,000% that AEGR is claiming.
    Nov 16, 2013. 06:31 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    Yeah, who is going to go on TV now?

    Also, there seems to be a regulatory shift here of some sorts. We'll just have to wait to see what is really happening behind the scenes at the FDA.
    Nov 16, 2013. 06:24 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    The "price target" was by Deutsche Bank Securities Inc. They have a history of conflicts of interests between analysts and investment banking.

    SECURITIES AND EXCHANGE COMMISSION,
    450 Fifth Street, N.W.
    Washington, D.C. 20549-0801,
    Plain tiff,
    COMPLAINT
    -against -
    DEUTSCHE BANK SECURITIES INC.,

    See SEC summary:
    http://1.usa.gov/1ijSAkq

    See SEC complaint:
    http://1.usa.gov/1ijSyZA

    Also, try Brokercheck.finra.org and go through their "regulatory events" -- more insight into these "analysts" and their "research."
    http://bit.ly/LnMltS
    Nov 16, 2013. 06:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
222 Comments
132 Likes