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SA Editor Douglas W. House

 
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  • PDL BioPharma Q2 results [View news story]
    Thanks for the note. Correction made re revenue guidance in the third month of each quarter.
    Aug 19 10:20 AM | Likes Like |Link to Comment
  • More on diaDexus Q2 results [View news story]
    Thank you for the note. Correction made.
    Jul 28 07:46 PM | Likes Like |Link to Comment
  • Bristol-Myers to collaborate with Ono Pharma [View news story]
    Hi, User. Many thanks for your comment. According to the information I have (Opdivo link in the post), nivolumab was jointly developed by ONO and Medarex. When BMY acquired Medarex it acquired the rights to develop it in NA from ONO via the 9/11 agreement. ONO retained the rights to certain Asian countries. This appears to me that nivolumab was ONO's. Can you provide additional info?
    Jul 24 06:29 PM | Likes Like |Link to Comment
  • Pfizer backs out of funding Puma cancer drug trials [View news story]
    Based on the market's reaction to the Phase 3 data, I don't perceive that raising capital will be a problem.
    Jul 23 06:38 AM | Likes Like |Link to Comment
  • Pfizer backs out of funding Puma cancer drug trials [View news story]
    Clearly the market likes the results of the Phase 3. I wrote the first piece before the news broke about the trial.
    Jul 22 05:53 PM | 1 Like Like |Link to Comment
  • CMO bids adieu to MediJane [View news story]
    Many thanks for your clarifying comment. Investors are much appreciative.
    Jul 18 03:17 PM | 1 Like Like |Link to Comment
  • Fed report depresses biotechs [View news story]
    Many thanks for the comments. Mr. Marlowe, if you refer to page 20 in the report you'll see the statement as written in the above post. Just click on the link.
    Jul 15 02:05 PM | Likes Like |Link to Comment
  • Irrational exuberance is alive and well with IsoRay [View news story]
    Thanks to all for your comments. Please allow me to clarify the article publication date. On the left side of the first page of the article under "Article Info" you will note the Feb. 17 online availability date. For your convenience here's the link:http://bit.ly/R3tLzo
    Apr 30 12:28 PM | Likes Like |Link to Comment
  • 3-D Printing And Augmented Reality Will Shine Again At SXSW 2014 [View article]
    Fib: Please show me the specific examples where I'm factually incorrect.
    Feb 13 07:19 PM | Likes Like |Link to Comment
  • 3-D Printing And Augmented Reality Will Shine Again At SXSW 2014 [View article]
    Johnny: You need to educate yourself re ONVO. You have a number of misstatements in your piece. I recommend that you read the ONVO articles previously published for background.
    Feb 13 12:02 PM | Likes Like |Link to Comment
  • MusclePharm's Stock Buyback: Yet Another Example Of Bad Management [View instapost]
    No change. I'm waiting for the 10-K so I can evaluate MSLP in more detail.
    Feb 12 11:16 PM | Likes Like |Link to Comment
  • Why Stratasys' Valuation Bubble Will Pop In 2014 [View article]
    Tyler: You need to go a lot deeper than this, bud. You state that 2014 will be an unforgiving year for SSYS, but provide no numerical or analytical support for your statement. All companies have current and potential competitors. Precisely how and when will HP and Tiertime encroach on its business? How much business is at risk? What defensive actions can SSYS employ?
    Feb 3 11:22 AM | 7 Likes Like |Link to Comment
  • Organovo: Why Market Leaders Make Good Bets [View article]
    Jane: What we mean is that the article is merely a summary of ONVO's business, no analysis is presented. It just regurgitates what numerous previously-published articles have already stated. SA supposedly rejects "me too" articles, but appears to have lacked attention with this one. Also, the ludicrous $15.7B revenue figure for 3/15 obliterates any credibility this author aspires to possess.
    Jan 23 02:59 PM | 5 Likes Like |Link to Comment
  • Organovo: Why Market Leaders Make Good Bets [View article]
    No new information here. I do like your revenue model showing $15.7B by 3/15. Could you provide the details supporting this profound ramp up? I agree with Mr. Chan that this is just a PR piece. Not one shred of analysis.
    Jan 23 12:10 PM | 3 Likes Like |Link to Comment
  • Organovo: Modest Expectations For The Liver Tox Assay [View article]
    leonct: Speaking bluntly, you don't appear to understand the technology. Shape a tissue perfectly? What does this mean? You're just buying into the propaganda. The presence of a scaffold does not mean ONVO cannot "place cells perfectly". A scaffold just supports the cells. The printer can place them in any way possible. The lack of a scaffold just makes the process easier and has no effect on the ability to place cells in a particular fashion. It also has nothing to do with ONVO's ability to "enhance their product year on year", whatever that means.

    The Pfizer deal was a "look see". It does these deals all the time. It also does business with Hepregen, btw. And finally, I cited InSphero in my article as an example of a vendor who offers a testing system instead of just a 3D culture. I'm neither bullish nor bearish on it. It just shows that the 3D culture arena is competitive based on broader criteria.
    Jan 14 01:45 PM | 1 Like Like |Link to Comment
COMMENTS STATS
535 Comments
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