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Nick Zheng  

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  • Celladon: CUPID-2 Is Likely To Fail [View article]
    Agree. I like a piece of negative article. This article showed all facts: imbalance, lack of dose effects, very small numbers of pts in trials, and potential troubles from translation of surrogate biomarker to medical events. Nothing is wrong with this article. The conclusion is for every investor to make, either long or short on your own money. I just welcome any critical thinking.
    Apr 22, 2015. 01:14 PM | 5 Likes Like |Link to Comment
  • Athersys: Where Is The Run Up Before The Binary Event? [View article]
    stock price going to $1.50 (complete failure)? You'd better keep your fingers crossed. you will be lucky to get cash value (0.3/share?).
    Apr 13, 2015. 06:49 PM | 2 Likes Like |Link to Comment
  • Biotech Weekly: Top Value Biotech Picks Starting Q2 2015 [View article]
    $MEIP is a reminder again: do not trust non-controlled small clinical trials, no matter how good they are. Also, MEIP has a bad history: it was failed Marshall Edwards, Inc, a subsidiary of Novogen (NVGN)!

    It was a junk, and now it just gets proved again.

    Better buy better biotech stocks, preferably over $1B market cap.
    Mar 30, 2015. 06:34 PM | 3 Likes Like |Link to Comment
  • Why Vericel Shares Will Double In 2015 [View article]
    good question. I would rather read an article written by someone who puts real money there.
    Feb 6, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • Triferic: The Kill Shot For AMAG Pharmaceuticals' Feraheme [View article]
    Nice article. I am long RMTI. Now I am thinking to have a paired trading: short AMAG/Long RMTI. RMTI is valued only half of AMAG, which should be inverted soon.
    Jan 27, 2015. 05:57 PM | Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    This co is dubious. Excellent article. The stock is ripe to drop back to $3-4.
    Jan 21, 2015. 10:09 AM | 4 Likes Like |Link to Comment
  • What's To Like About CytRx's Brain Cancer Data? [View article]
    I am surprised that an article of such a low quality is accepted by Seeking Alpha. Only questions, neither answers, nor any useful analysis.
    Jan 20, 2015. 10:27 AM | 3 Likes Like |Link to Comment
  • Biotech Weekly: The Failed Biotech Life Cycle And The Regado-Tobira Merger [View article]
    Very nice piece about a failed biotech co. A life cycle that many IPOs of 2013-2014 may eventually go through.
    Jan 20, 2015. 10:06 AM | 1 Like Like |Link to Comment
  • Regado Biosciences Long Thesis Remains Intact [View article]
    Nice article. If NASH phase II works out, Tobira (ex Regado) would be another PCYC-like turnaround story (from 0.55 to 140).

    Similar situations may happen for other "failed" biotech stocks: SPHS, KBIO. SPHS may change direction as soon as the management find its drug for prostate does not work out, but not clear until today. KBIO still has a phase II drug (KB004) that will announce data by mid 15. The mAb seems to be effective for some types of cancer. So stay tuned.
    Jan 15, 2015. 12:30 PM | 2 Likes Like |Link to Comment
  • BIND Rises To Validate Its Accurin Program (Again) [View article]
    low quality article. You should have presented the data in a comprehensive manner, and be critical. Why once weekly has no responders, and worse than once every three weeks? hard to explain, I think. Few is interested in how big is the market before the drug looks promising. So far not really.

    And the tech is not "revolutionary". There are many nanoparticle delivery methods under testing. For examples: MACK and SVON.
    Jan 9, 2015. 11:43 AM | 3 Likes Like |Link to Comment
  • Biotech Weekly: Charts And Themes Present Mildly Bullish Outlook Into 2015 [View article]
    Interesting to read. Historically biotech outperforms, but it could easily correct by over 30%. So I will not be surprised to see IBB at 200 again. Valuation is really stretched. Even cancer immuno-therapy such as CAR-T takes years to do clinical trials. The side effects still need to be worked out. In addition, there are lots of hypes surrounding the key word immuno-cancer-therapy. For example, ADXS is using the bacterial infection that has been tested for a decade. There is no real data to support it has helped HPV cancer from its failed phase II trial in India. And newer and safer immuno-cancer therapy may emerge or it is ignored right now, such as SRNE's investment in Neukoplast CAR-TNK.

    Biotech wind could blow strong suddenly, and change direction very quick. History repeats. We have seen wax and wane a few times in many hot technologies/drug development: RNA drugs (anti-sense, interference, ribozyme, etc), gene therapy, immunotherapy, stem cells. The only area that has been consistently yielding good data/drugs seem to be in monoclonal antibodies.

    Nevertheless, I am positive in biotech. Long term, it outperforms general stock market. IBB is where we should put our retirement money there and not touch it for 10-20 years.

    Dec 29, 2014. 11:34 AM | 1 Like Like |Link to Comment
  • Sophiris's PRX302 Misses Efficacy Threshold In Interim Readout [View article]
    Biochemically, PRX302 sounds a perfect drug, a targeted bomb, for localized prostate disease. Phase IIb data look good, even higher dropout rate in placebo seems to tell the drug is working. The only data that I do not like is that the prostate size does not shrink more in PRX302 arm, but I do not understand why.

    Looking forward, this co still have hopes. There are a few pathways to move forward.
    1) stick to PRX302 should the management still have strong confidence in it.

    2) license out PRX302, and let others test it on local prostate cancer/BPH. (Big US pharm may not take it on failed interim analysis. But some Chinese and Indian pharm may grab it without paying high upfront. Considering the huge markets there, cheaper clinical trials, more predictable regulatory pathways, this drug should be enticing to them.) The IPSS scores are very subjective, which require careful control in clinical setting to ensure the trials will yield good data. I will call it an art rather than science. Risks of BPH trials are extremely high even the drug works indeed because of high placebo effect.

    3) ditch PRX302, and change the direction. Over 20M cash and smart management could find a new promising drug, for example, adaptive immunotherapy.

    I think management has to do something. This is a cheap stock, a good buy for value investors who have enough patience. An open-minded management is the key to future success.
    Dec 17, 2014. 11:41 AM | Likes Like |Link to Comment
  • Aethlon Medical up on successful Ebola treatment [View news story]
    two questions:
    1) Does physical reduction of the viral load really helped cure the disease? A single infected cells could produce tens of millions of viral particles.

    2) Was the reduction of the viral load really due to the filtration? The immune system could be awaken and clear them out.

    Not to mention the patient had all other treatments, and a single patient. If such a simple method (using an affinity column) could cure the disease, why so late today?
    Nov 26, 2014. 10:49 AM | 1 Like Like |Link to Comment
  • Bearish behavior for Alcobra [View news story]
    "If the down trend continues, then it is a clear signal that somebody knows something and it ain't positive. Longs beware."
    Possible, but not necessary negative results.
    Sep 29, 2014. 04:23 PM | Likes Like |Link to Comment
  • Update: BioSpecifics Announces Positive XIAFLEX Data For Cellulite [View article]
    BSTC is way overvalued for its tiny income from AUXL. Commercial potential may reach its bottleneck soon. Cellulite is a cosmetic issue. Unlike for curved penis or finger, I doubt patients will like the painful shots.
    Aug 27, 2014. 03:48 PM | Likes Like |Link to Comment
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