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R.J Steffens » Comments » GSK

  • ADA's 68th Scientific Sessions: A New Look at Insulin Therapy [View article]
    "the downtrend was not accompanied by any vlome to speak of, and that is the only are that is comforting. ;)"

    I'll redo that one! LOL. I was watching the Yankee game and typing.

    The downtrend was not accompanied by any substantial volume, and that is an area we may draw comfort. ;)
    Jul 25 22:32 pm |Rating: 0 0 |Link to Comment
  • ADA's 68th Scientific Sessions: A New Look at Insulin Therapy [View article]
    I think part of the problem has to do with the overall state of the market and how that has caused some problems for baby microcap biotechs such as Generex. All of the news coming from Generex has been positive- from new Phase II data for Oral-lyn regarding a one year and 372 day study in Type 1 diabetes to the positive AE37 results that were just published with the USMCI and Walter Reed in the Journal of Clinical Oncology.

    If we look at what they are doing in the clinic, which is what is important, we see they have one Phase III (Oral-lyn) and one Phase II (AE37 in breast cancer) underway for drugs targeting diabetes and cancer. Metcontrol Gum will probably be an Abbreviated Submission and their next trial looks set to begin. The wholly owned subsidiary, Antigen Express, also has two Phase I's that are dosing and three other vaccines (AE37 Combo with/and funded by Mary Crowley Medical, the melanoma vaccine with the Mayo Clinic, and the RNAi/Ii-key with Dr. Daopei Lu in Beijing) getting ready for human trials. The HIV DNA vaccine could pop up sometime in late 2008.

    But financing also occured a couple of months back that may have added 30 mm shares to the outstanding total, and we will see in the 10K (Oct 2009) what the current OS total equals. That may have augmented the woes seen in the market, because there appears to be no bad news associated with the company or stock. Pending early approvals in the Middle East or Asia (China) for Oral-lyn may sneak up and lift the stock, as well as any other positive developments that the company announces.

    Oral-lyn was featured on FOX News Health segment this week with Generex's Dr. Gerald Bernstein (former pres of the ADA):

    www.foxnews.com/video2.../

    I don't think delisting is a concern, because there is too much positive action occuring in the pipeline. They have 180 days to regain compliance and that should offer them enough room for announcing the type of news that will generate investor confidence. the downtrend was not accompanied by any vlome to speak of, and that is the only are that is comforting. ;)
    Jul 25 22:29 pm |Rating: 0 0 |Link to Comment
  • ADA's 68th Scientific Sessions: A New Look at Insulin Therapy [View article]
    There was a link in a posted comment there to an article about the event that I was talking about as being well written. Now I don't see it. That's funny, but I guess I'll now take the compliment to myself. LOL.
    Jun 30 22:39 pm |Rating: 0 0 |Link to Comment
  • ADA's 68th Scientific Sessions: A New Look at Insulin Therapy [View article]
    Very well written and informative. I didn't see that much coverage of the event. This was a fresh perspective, and a fresh perspective also appears to be taking place in diabetic care.
    Jun 10 05:31 am |Rating: 0 0 |Link to Comment
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