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  • 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
  • The Future Of Voice Technology [View article]
    I got $35 for a $20 April 20th covered call today. They are next expected to report earnings on May 7, so I can perhaps sell another option, at a higher price, prior to then if the stock is not called away.

    Plenty can happen in over a month!
    Mar 20, 2013. 12:48 PM | Likes Like |Link to Comment
  • Sinopec: Are Acquisitions An Ample Tonic? [View article]
    Yes, much of what I am communicating regarding any short case against any Chinese business originates through following Mr. Chanos. It can then be several months after learning of one of his ideas that enough other information is obtained to have a better sense of the situation.

    1) There is an episode of 60 Minutes about the "Ghost cities" that exist in China. It causes concern about a catastrophic real estate bubble.

    I believe it is Agricultural Bank of China ( that bears substantial default risk for having made loans to developers who have built these empty, modern, cities. All of the construction, resulting in skyscrapers with no tenants and multilane highways with no vehicles on them, has contributed to China's GDP. VALE may also involve excessive risk.

    2) The case against quasi public energy companies might not have much else behind it, but I think it is worth monitoring.

    3) As a separate issue, China is sitting on a STAGGERING amount of shale gas and does not have the capability to use it.

    I am liking RDS because of all their involvement in natural gas. However, paying taxes on dividends in a typical ADR lacks some appeal to me.
    Mar 9, 2013. 08:20 PM | 1 Like Like |Link to Comment
  • China: The Next Bubble To Burst? [View article]
    This is just the type of article I was looking for and only found it through a different title "The Most Overvalued Stocks..."

    For what it is worth, I am not convinced if you are rushing out and betting against the iron ore producers who export to China.
    Mar 8, 2013. 12:02 AM | Likes Like |Link to Comment
  • Sinopec: Are Acquisitions An Ample Tonic? [View article]
    China has new leadership so some of your questions might have changing answers.

    There is plenty in print about the People's Republic's economy, and many say that they must switch away from manufacturing and building (it has even been considered unsustainable, and a housing bubble is said to be the most common instance of this supposed problem).

    Maybe they could decide to lower the price of gas as a way to stimulate consumption: people would have more to spend on catering, hotels, retail, and transportation?

    Sinopec is continuing to buy things despite not having the money. They must have a tactic for the rampant oil theft problem in Nigeria where they have just spent $2.3 bln and its parent, Sinopec Group, is poised to drop another $1 bln?
    Mar 6, 2013. 10:41 PM | Likes Like |Link to Comment
  • Sinopec: Are Acquisitions An Ample Tonic? [View article]
    He only discusses the Mississippi Lime assets at the conclusion of the interview in response to questioning about what prices might hypothetically be obtained for the sale of property (such as Eagle Ford). Here is the current address for the interview, as CNBC has probably moved the page:

    If the link does not work, it comes up when searching for "Cramer's Bargain Hunt: CRZO."
    Mar 6, 2013. 05:20 PM | Likes Like |Link to Comment
  • Carl Icahn has taken a 6% stake in Dell (DELL +0.9%), CNBC reports. Shares have jumped to $14.25 on the news, putting them 4.4% above Dell's $13.65/share LBO price. If the report is true, Southeastern Asset and other shareholders fighting for a higher bid just got themselves a big ally. (earlier[View news story]
    It is curious that Dell is up, like other companies' stock on this kind of news, and IEP is down slightly.
    Mar 6, 2013. 03:30 PM | Likes Like |Link to Comment
  • The Future Of Voice Technology [View article]

    I did not mention cash flow, is there a particular aspect of it that you have in mind...maybe you have any thoughts on changing currency valuations?

    It sounds like salespeople are of critical importance, they have been increasing their staff and are looking to benefit from it in the near future. Headcount?
    Feb 21, 2013. 12:41 PM | Likes Like |Link to Comment
  • The Future Of Voice Technology [View article]
    Some insider buying would be nice to see, as there had been consistent selling in the low $20s since May, 2012. From what you say, it sounds like that would be a meaningful signal if it occurs this year?

    You expect NUAN to trade at 16.5 / 2.02 = 8x estimated 2014 earnings? I think this might be a different animal compared to some of the low multiple tech stocks.
    Feb 21, 2013. 12:32 PM | Likes Like |Link to Comment
  • Lots Of Dumb Money On The Sidelines: Should Smart Investors Buy Stocks? [View article]
    Norway, Switzerland, Hong Kong, Malaysia, Singapore, and South Korea all have unemployment at 3.5% or less and a positive current account balance (According to the chart in The Economist). Is there anything to be learned here about the OSEAX, SMI, Hang Seng, STI, or KOSPI? Maybe there is an ETF or mutual fund that has favorable exposure within these markets? If you like a particular stock, debt instrument, or derivative, I have the time to give it some scrutiny (though no claim is being made to being intelligent money; and the EEM's tortoise-like performance this year has me thinking that a higher expense ratio may be worth it...).

    This probably is not the right place to ask about Mexican auto production?
    Feb 20, 2013. 09:14 AM | 1 Like Like |Link to Comment
  • Carl Icahn looks to be out for blood, disclosing late today that he's bought 14M shares, representing a 13% stake in battered Herbalife (HLF). According to the SEC filing, Icahn claims to "have conducted significant analysis," and "concluded that the company has a legitimate business model, with favorable long-term opportunities for growth." The disclosure further adds that he intends to have discussions with management regarding the business and strategic alternatives to enhance shareholder value, such as a recapitalization or going-private. Shares +20% AH. [View news story]
    If Carl Icahn has "Conducted significant analysis," there may be reason to fear for Dan Ravicher and the adequacy of his own scrutiny.
    Feb 15, 2013. 02:22 PM | Likes Like |Link to Comment
  • Pres. Obama isn't a fan of patent trolls. "They are essentially trying to leverage and hijack somebody else's idea and see if they can extort some money," Obama stated during a Google+ hangout. He added, "Our efforts at patent reform are only about halfway to where we need to go." The remarks come as the DOJ and FTC hold hearings on patent trolls, and an appeals court debates whether software should be patentable. Some IP holders accused of being patent trolls: ACTG, VRNG, RMBS, VHC, IDCC, WILN[View news story]
    It would make sense to me if he had said " leverage and hijack somebody else's success..."
    Feb 15, 2013. 12:53 PM | 3 Likes Like |Link to Comment
  • Omeros May Be A Wonderful, Albeit Speculative, Biopharmaceutical Opportunity [View article]
    I know there is a story about a former employee winning a few million dollars in a wrongful termination/whistleblower law suit. Is that who you are? Both you and I know that, if I offered to walk 2,500 miles to Washington, they would not pay me 1/100th of that upon arrival.

    Critical dialogue is fine. Unfortunately, your prating is not well composed. Go comment on the previous article that interviews a senior Maxim Group analyst who completely missed the dilution!
    Feb 9, 2013. 04:22 PM | Likes Like |Link to Comment
  • Buy Nuance Communications For These Reasons [View article]
    Are you liking it better at these prices?
    Feb 8, 2013. 07:05 PM | Likes Like |Link to Comment
  • Might Other Companies Be Liable If Herbalife Is A Pyramid? [View article]
    Er, if there is a way to short stock against a call...
    Feb 5, 2013. 08:09 PM | Likes Like |Link to Comment