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Nick Zheng  

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  • Clovis Oncology Is A Buy Despite Mixed Data [View article]
    Nice article. I see CLVS could be sold before commercialization. The management was in a mood of selling. The company is at much better shape for a high premium. Two BTDs with blockbuster potential should grab $5-10B. The wonderful PARP inhibitor could be expand to other solid tumors.
    Jun 9, 2015. 07:51 PM | 1 Like Like |Link to Comment
  • Puma Biotechnology: Extended Adjuvant Approval Remains Unlikely On Disappointing Data [View article]
    the claim of unapprovable sounds like bold prediction with lots of steroid.
    Jun 3, 2015. 10:42 AM | Likes Like |Link to Comment
  • IsoRay's Cesium-131 Long Awaited Lung Study Results Appear To Be Coming May 8th [View article]
    Hope it runs to 10. Why revenue is so low ($1M/quarter and going down)??? Who wants radioactive materials inside the body? CS-131 has been around for so many years, and sudden breakthrough? Some must believe so.
    May 1, 2015. 02:38 PM | 1 Like Like |Link to Comment
  • Kythera Biopharmaceuticals Is A Safe Bet In The Biotech Space [View article]
    Nice article. I guess this co may not stand as a single for too long. How do you think?
    Apr 30, 2015. 05:41 PM | 1 Like Like |Link to Comment
  • What A Biotech Sell-Off Will Look Like [View article]
    I have no doubts in long perspective for biotech industry. Technology, demographics, and policy are merging to support better drugs and novel therapies.
    Short term gyrations are inherited in its risk nature of drug development, and they provide numerous trading opportunities.
    Long term is good for investors; short term good for traders. Better stick to an individual's money managing philosophy and risk tolerance.
    Apr 29, 2015. 01:09 PM | 4 Likes Like |Link to Comment
  • 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
COMMENTS STATS
194 Comments
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