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  • LCA-Vision: The Case For Calculated Optimism [View article]
    You make a compelling case for LCAV. It sounds as though Omeros (OMER) aims to compete with the Visium Eye Institute.
    May 1, 2013. 01:29 PM | Likes Like |Link to Comment
  • Possible Capital Return To Shareholders Could Send Apple Higher [View article]
    Just for the record, a $435 AAPL call that expires Friday is now worth $700, and is down from yesterday.
    May 1, 2013. 11:28 AM | Likes Like |Link to Comment
  • Should A Nuance Investor Be Nimble? [View article]
    For anyone who is paying attention, there is a better chance that NUAN can now go under $20. MSFT's Report and situations in Europe have bearing.
    Apr 18, 2013. 03:30 PM | Likes Like |Link to Comment
  • Micro Caps Can Be Especially Risky In The Russell 2000 [View article]
    Target now preannounces "softer-than-expected sales trends particularly in seasonal and weather-sensitive categories across the store."

    As a result, Target expects its first quarter adjusted EPS will be slightly below the low end of the prior guidance of $1.10 to $1.20.
    Apr 16, 2013. 09:32 AM | Likes Like |Link to Comment
  • Micro Caps Can Be Especially Risky In The Russell 2000 [View article]
    The Federal Payroll Tax Increase might help clothing sales at Target, which reported that comparable same store sales increased in line with the company average during Q4.

    If EML is deleted and sells off enough, it may be worth considering because of the increased yield and what appears to be an otherwise healthy company?

    I am probably being stubborn with OMER.
    Apr 15, 2013. 09:33 PM | 1 Like Like |Link to Comment
  • Isis Pharmaceuticals - Antisense Making Sense [View article]
    I enjoyed the article.
    Apr 14, 2013. 06:17 PM | 1 Like Like |Link to Comment
  • Are Patents A Way To Make Tech Pay? [View article]
    Pursuant to this article's publication there have been two messages from "ceo@smartmetric." I remain interested in the company, but have never bought its stock or sought financial gain through its securities. Preferring to keep open any prospects for doing so, the pertinent commentary communicated is being publicized here (with the phone number removed).

    It would seem that claim 1 of the '464 Patent is important for the company's law suit. To my knowledge, if any claim on the patent is found valid and infringed then SmartMetric can win its case.

    Hi. I would be pleased to talk with you if you would like clarification on our litigation. You can call me on
    Chaya Hendrick
    President & CEO
    SmartMetric Inc


    I read your article and thank you. One point of correction or clarification is required however. Their currently exist more than 1.5 BILLION EMV cards issued by banks around the World. Visa in the USA has already issued 1.5 million EMV cards in the United States.

    In claim 1. of our issued 464 Patent it deals with a Data Card (any card such as a smart card that stores data on the card) that is inserted into a Card reader that then connects to one of a plurality if networks. This is EXACTLY what happens with the EMV Cards now being deployed in the United States and already deployed in advanced economy's around the World by Visa and MasterCard.

    Apart from V and MC proving our Patent is invalid which the have failed to do so far then they can not get past the SmartMetric Patent. We allege they are willfully violating our Patent and if they continue to do so we will seek the Court to impose triple damages.

    An amazing point we have learned is that neither Visa or MasterCard have NO Patents of their own. Is it that like a Bank that thinks its to Big to fail that Visa and MasterCard think they are to big to need their own Intellectual Property?

    Chaya Hendrick
    Ps. Please feel free to call me on
    Apr 11, 2013. 03:06 PM | Likes Like |Link to Comment
  • Playing The Games Of The Patent Plays [View article]
    Hi, I just found this article because some of the IP stocks had lost their appeal. ParkerVision evidently raised enough cash so that it is not an immediate concern.

    There is a new PRKR article that is a refreshing departure from some of the hype that can surround these stocks.

    VHC might be on a tear again!

    I enjoy your writing mechanics, if that is the correct term.
    Apr 10, 2013. 02:54 PM | Likes Like |Link to Comment
  • ParkerVision Vs. Qualcomm: Where Is The Upside? [View article]
    I had only been aware of ParkerVision's suit and a favorable Markman hearing.

    A different and informed viewpoint is refreshing, as is a short selling idea that is not publicized within a day of the key catalyst.

    Here are some things that are difficult to immediately accept as fact:
    1. McKool Smith's contingency is 30 - 40%?
    2. 100s of prior art references belong to Qualcomm and are admissible and everything?
    3. ParkerVision has six patents and a jury would find all claims either invalid or not infringing?

    Much of the rest seems to indicate severe difficulty for PRKR. Perhaps it is first ever short position in the making for me, though maybe it can also easily be done with $5 puts...?
    Apr 10, 2013. 02:30 PM | 1 Like Like |Link to Comment
  • Omeros: Whittling In Walcott's Shadow [View article]
    There was a comment here and the user name was onetrulyhonestman if correctly remembered. In my opinion it was not abusive, but was lengthy and required some reflection before replying. It disappeared, perhaps because of something inadvertent. To respond from memory:

    Yes, the share price is down, what, over 30% since my previous article. Anyone who did the same as described and sold at options expiration should not have lost money, though. (Part of the share price decline might be due to many people selling when March options expired).

    My stock is intended as an investment. A treatment for a rare, debilitating and deadly disease is probably too much to request as a shareholder.

    The company's financial position obviously could be better. Dilution under the ATM deal now seems to be many months away. Thanks for providing information about the June expiration of the Azimuth arrangement. The Omeros Building sounds spacious and modern and should not be a fiscal burden until after this year (10-K bottom of pp 89 of 149)?
    Apr 9, 2013. 09:58 PM | Likes Like |Link to Comment
  • T-Mobile's Bad Side: Too Much Debt And Too Little Equity For PCS [View article]
    That is an informative article. It sounds like Deutsche Telecom has PCS in a no-lose position?

    In today’s Wall Street Journal there is some conjecture that Dish Network might indeed be seeking involvement in light of $1 billion in new debt.

    An offer in excess of ($13.50 - $9.50 = $4; 4 * 364 million shares = ) $1.44 billion higher than what is 'on the table,' and over what is described as "standalone value," would be a substantial outlay? A summary look at DTEGY's balance sheet shows $63 billion in other liabilities. Another two billion would need to be found somewhere?

    It is not obvious that PCS's share price has bottomed?
    Apr 3, 2013. 07:10 AM | 1 Like Like |Link to Comment
  • Is This Biotech A Value Stock Or Value Trap? [View article]
    And that is saying nothing about their intellectual property rights?

    Here is a 3/29/12 Omeros press release describing an "Additional" issued patent "Claiming intraocular surgical methods of using OMS302." It says they seek further protection for the drug's composition and its methods of use.;highlight=
    Mar 31, 2013. 04:24 AM | 2 Likes Like |Link to Comment
  • Is This Biotech A Value Stock Or Value Trap? [View article]
    Enhydris, I am not holding any of your past articles against you. Of course, as a Omeros shareholder I am not offering a panegyric.

    Pertaining to the candidate intended for eye surgery, data or a source(s) in support of critical contentions would be fitting. You may have a respected opinion. For me, and I suspect others, management is a reason for investing: many of the executives and directors have impressive biographies and are part of the equation. Yet, to paraphrase you: 'it would not be commercially viable if approved because there is an alternative(s).' How about Deutsche Bank's past contention that it "Could become widely used" with $300 million peak sales potential:

    To me, though the stock is speculative and risky, the current story is not that there is a blockbuster going before the FDA. It is that the company can become increasingly stable.

    You have some typographical mistakes: $60 million deal, not $160 million; and it is PDE10, not PDE1.

    Also, when I clicked on the hyperlink that is anchored to the text "Lens replacement surgery," it brings me to Google Books which says "You have either reached a page that is unavailable for viewing or reached your viewing limit for this book."

    I can not say that your assessment is well done.
    Mar 30, 2013. 08:20 AM | 7 Likes Like |Link to Comment
  • Blackstone is open to having Michael Dell run the company he founded should the P-E firm's bid for Dell (DELL -0.8%) pan out, the WSJ reports. The scoop isn't surprising, given past reports suggested Blackstone's scouting of replacements for Michael Dell amounted to contingency planning, and that Mark Hurd (reportedly a top choice) says he isn't interested. Separately, Fortune's Dan Primack writes it's "fairly well known that there is bad blood between some folks at [Blackstone] and Silver Lake." (more on Dell[View news story]
    It surprises me how far I need to search in order to find anyone else who is as much of an Icahn fan. (The only time I have made money alongside him is on CVI, and even when considered as a percentage, not even close to as much). It seems that Blackstone's presence in a DELL bidding process is almost as much of a boon for shareholders, and certainly tests the mettle of short sellers.

    Is the situation now that a successful Michael Dell and Silver Lake proposal is only better than the worst case, which would be no deal?
    Mar 28, 2013. 04:31 PM | Likes Like |Link to Comment
  • Shares of Omeros (OMER -9.2%) continue to slide today, despite earlier reporting positive data from Phase 1 clinical trials of its schizophrenia drug OMS824. Wedbush is out defending the shares on the weakness, reiterating its Outperform rating and pointing out that early stage clinical data typically doesn't have a material impact on stock value. Phase 1 dosing results are encouraging, and provide a strong foundation for testing efficacy in Phase 2 trials, which it speculates could begin in H2 and provide results in H114. [View news story]
    An investment helps the company with drug candidates like this one that will involve another several years of research provided everything goes well.

    Unfortunately, Seeking Alpha has an article containing unsubstantiated information and projections pertaining to the only product that has completed Phase 3 trials; and publishes it as "Pro." No sources are cited. It might be similar to what some of the smaller investment banks do: lousy work based on far fetched assertions. Wedbush and Maxim Group can not just fabricate their numbers, though?
    Mar 26, 2013. 03:15 PM | Likes Like |Link to Comment