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  • Is A Synergy Pharmaceuticals Buyout Already In Place? [View article]
    MV, i think you're on to it. Soon!
    Jul 27, 2015. 08:48 PM | Likes Like |Link to Comment
  • Is A Synergy Pharmaceuticals Buyout Already In Place? [View article]
    Joel, always love to hear from you. Investors are a tough crowd to please because they've put their money and hopes on the line. I've learned to appreciate that.

    For those of you unfamiliar with Joel's outstanding work on this equity, I highly recommend reading his Instablog posts.

    Michael
    Jul 27, 2015. 06:35 PM | 1 Like Like |Link to Comment
  • Is A Synergy Pharmaceuticals Buyout Already In Place? [View article]
    Market Veritas, you're a tribute to the Seeking Alpha community and I appreciate your thoughtful approach.

    I recognize that folks can have disagreements over valuation and neither have to be right or wrong. I'm not persuaded, however, by those richer numbers.

    Some items I addressed in previous articles remain true today.

    The CIC market place is getting crowded and expecting to match Linzess script numbers out of the gate is unrealistic. Not to mention the challenges that generic Linzesss will pose to space saturation.

    Dolcanatide is a promising compound but a good ways off and millions of dollars away from realizing its promise.

    Jacobs is highly incentivized to sell right away. $15 a share and $100m in his pocket sounds right to me.

    Again, thanks for. your contribution to the discussion.
    Jul 27, 2015. 05:48 PM | 1 Like Like |Link to Comment
  • Is A Synergy Pharmaceuticals Buyout Already In Place? [View article]
    indiansfan407, when i write an article, i try to write it by giving voice to not only my opinion but the objective truth of a matter. Buyouts following successful registration studies are not unusual but certainly aren't the norm.

    I believe Synergy will be acquired according to the observations within the article. That said, if Vegas ran a line on this (and they probably do) the house would be betting against an acquisition.

    As the famous Chinese proverb concludes: We'll see.
    Jul 27, 2015. 05:35 PM | Likes Like |Link to Comment
  • Is A Synergy Pharmaceuticals Buyout Already In Place? [View article]
    jiri123, yes and thank you.
    Jul 27, 2015. 05:29 PM | Likes Like |Link to Comment
  • Teva to buy Allergan Generics for $40.5B [View news story]
    Yes, they did.
    Jul 27, 2015. 08:08 AM | Likes Like |Link to Comment
  • Teva to buy Allergan Generics for $40.5B [View news story]
    An extremely wise move by Allergan which will no doubt use that money to acquire complementary assets. All developmental biotechs will benefit from this decision by becoming prospective take-out candidates.

    Exercising the TRV027 option with Trevena suddenly looks more promising as well.
    Jul 27, 2015. 07:07 AM | 2 Likes Like |Link to Comment
  • Korean Biosimilar Companies, A Threat For Big Pharmaceuticals? [View article]
    Good article. Thank you.
    Jul 23, 2015. 07:35 PM | Likes Like |Link to Comment
  • The Black World Of Insys Therpeutics [View article]
    Roddy Boyd ~ First things first. Congratulations on one of the best lines in a Seeking Alpha article I've yet read...

    "...(albeit one where the conversations are shaped by frequent payments of thousands of dollars, as opposed to a reinterpretation of Sylvia Plath)."

    In this brutal crowd of soulless, godless money grubbers, you're not going to get the appreciation you deserve for that outstanding contribution to our literary amusement.

    As for this article and the one that preceded it (I did so love the pole dancing saleslady) I can only say that your indignation is not matched by that of the justice department. This is a reputable business with an approved drug. Now, if you could somehow tie them to the selling of a bag of weed in Alabama, then, you'd have something.
    Jul 17, 2015. 05:42 AM | Likes Like |Link to Comment
  • 2 Trepidatious Travails Tormenting Trevena's Tried And True [View article]
    Thanks mstar,

    I'm working on a followup article this weekend that will have you so optimistic you'll hover above the earth. Long story short, the bunionectomy trial had a flaw in that on the second day patients whose pain had fallen to a level of about 4 to 5 in placebo (much lower in the TRV130 arm) were still getting 3 mg of TRV130 every 3 hours. This happened while they slept as well. The result of this was excessive treatment and over stimulation of the brain centers devoted to nausea and vomiting.

    This and other interesting details were brought to my attention by Jonathan Violin of investor relations. Keep in mind too that the 1 mg dose of 130 had vomiting rates of about 10%. 1 mg is the dose on demand with a lockout every 6-minutes. Patients should be able to reach the pain floor in about 2 clicks and will likely use about 60% of the total amount of drug they used over 24 hours the last time around.

    I'm excited about Trevena.

    And thanks for the kind words,

    Michael
    Jul 12, 2015. 08:32 AM | Likes Like |Link to Comment
  • Bacterin Announces Preliminary Second Quarter Revenue [View article]
    I've been following the Bacterin story recently with great interest. And either figure $10M or $10.2M would move the company toward its goal of becoming EBITA positive by year's end.

    That noted, can somebody check the math on this press release? $10.2M in Q2 2015 would be a $1.4M increase over the $8.8M in Q2 2014 or 15.9%. Very good indeed but not the 1215% claimed. And that same $10.2M in Q2 2015 would be an increase of $0.7M over last quarter's $9.5M or 7.3% and not 57%.

    Thank you,

    Michael Webb
    Jul 10, 2015. 07:43 AM | Likes Like |Link to Comment
  • The Parody Of Errors That Led To Grexit [View article]
    "The solution is also simple. Force Greece to reform, go easy on the austerity and give them debt relief."

    Well stated.

    Thank you.
    Jul 8, 2015. 06:11 AM | 3 Likes Like |Link to Comment
  • Merkel: Greece needs to do more; summit on Sunday [View news story]
    rreeuwijk ~ Have you considered becoming a novelist? That could be true.
    Jul 8, 2015. 04:50 AM | 1 Like Like |Link to Comment
  • Here Is Why I'm Buying Synthetic Biologics [View article]
    dhdhoora ~ In defense of the editorial staff, this article hasn't been designated "Pro". The author has elected to offer "Premium Research" which I believe means he's labeled himself a premium contributor. But I don't believe the article was designated Pro. Hope that helps.

    Michael Webb
    Jul 8, 2015. 04:44 AM | 1 Like Like |Link to Comment
  • Further Due Diligence On Digirad Corporation [View article]
    First a hedge fund manager/contributor pens an investment thesis on a micro-cap company he holds a position in. Then, a hedge fund manager/premium contributor/made rock star of the platform comes on with the 1st comment endorsing not only the article (as the only one any Seeking Alpha reader should read that day), but the author Dane Capital Management (as his friend). On the 2nd day, following a highly unusual 10.9% spike in the share price, said Rock Star admits (only after being confronted privately by me) that he not only has a position in the stock but is good friends with the CEO. On that day of wide publication the stock ascends another 4%.

    Paulo, I thank you for your counterpoints. And, I wish every retail investor in this stock good fortune including Dane Capital and our resident super star analyst.

    Michael Webb
    Jul 8, 2015. 04:02 AM | 3 Likes Like |Link to Comment
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