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Shane Blackmon

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  • Cel-Sci's Multikine - Potential 21st Century Superdrug [View article]
    ummm bud, this is investing/trading...
    I hope no one dies from a disease, but i don't "hope" on investing/trading strategies, that's how you go broke.
    Mar 14 11:42 AM | 1 Like Like |Link to Comment
  • Cel-Sci's Multikine - Potential 21st Century Superdrug [View article]
    Took 3 years to get 140ish patients, and you think they are going to get 700 more and complete the study in 2017? I have better chances with the lottery than that happening.

    Sure sounding like 2020 before anything from Phase III trial.

    Also, who wants to buy this dog now, even if the drug is going to be successful. This is where money goes to die! 6 offerings in the last 2.5 years. SIX!
    So by 2020, you'll be diluted 12 more times???

    Biotech is about investing in definable catalysts... and nobody wants to hold for 3-6 years without a catalyst.

    You talk all the positives about CVM, and the potential of the drug... just to drag people into this name. However, you don't think something is up if they didn't advance Phase II into Phase III quicker? and all this based on 19 patients...

    I'm a trader, sure this will offer good trades both short and long... but this is uninvestable, IT IS tradeable.
    Mar 13 06:27 PM | 11 Likes Like |Link to Comment
  • The Trading Characteristics Of Market Manias [View article]
    John,
    I've been a critic of a lot of bubblicious stocks. PLUG, FCEL, BLDP will top out by Tuesday at the latest. FCEL eps monday night will shock the bulls and stop this rally in its tracks.

    The mania is here, just reading all the comments on this article and it's absolutely insane. People have clouded judgement. The first time these go down 10% 2 days in a row... reality will set back in.

    PLUG is not a billion dollar company and gets hyped once every 5 or so years... time will prove this move is simply a mania.

    It's never "different this time" That's just what the bulls say when they have no other reasons to explain the move in the stock.

    Retail investors think that PLUG will go back to $1000 since it's just $8 now. However , their share count is so much larger now than it was back then due to DILUTION.

    Bulls make money, bears make money... the pigs who don't take profits will get slaughtered. They always do.
    Mar 9 07:25 PM | 6 Likes Like |Link to Comment
  • Will History Repeat In The Market? [View article]
    Not quite right... they raised the money at $3.00 and warrants are extra possibly down the road, they exercise at $4.00
    They didn't raise capital at $2.60/share

    "Plug was able to raise $30 million by issuing 10,000,000 shares at $2.60 per share and 4,000,000 warrants sold for $0.40 per warrant leaving the company with $46 million in cash on January 16, 2004."
    Jan 31 08:37 AM | Likes Like |Link to Comment
  • Synergy Pharmaceuticals' Upcoming Trial Data Keeping Investor Interest Strong [View article]
    Q1 2014 data will likely turn into Q2, progression has been slow. April/May data likely due to enrollment process being slower than expected.
    Not as close to a catalyst as you expect.
    Dec 23 11:50 AM | Likes Like |Link to Comment
  • Unilife: Set To Double In 2014? [View article]
    nothing to leave with the lawyers when BIOD doesn't have a drug
    Dec 11 03:33 PM | Likes Like |Link to Comment
  • Unilife: Set To Double In 2014? [View article]
    I would disagree... BIOD hasn't even committed to a Phase 3 trial after Phase 2 data.

    It has the opportunity to be a meaningless arrangement if the drug doesn't get developed.

    Any sales of the drug wouldnt happen till 2016 at the earliest
    Dec 11 10:00 AM | Likes Like |Link to Comment
  • Unilife: Set To Double In 2014? [View article]
    Restino,
    It takes years to get drugs to market. The PR says "early stage" trials... so how in the world can you say "advanced stage trials?"

    Most drugs fail to ever get approved, so out of multiple trials... maybe 1 or none ever get approved for NVS. And they won't get any revenues besides clinical trials for more than 5 years. I promise you that.
    Dec 3 09:10 AM | Likes Like |Link to Comment
  • Unilife: Set To Double In 2014? [View article]
    I'm not short UNIS, but i trade around moves in the name...

    You do realize this is a supply agreement for an "early-stage pipeline drugs". First, there will be VERY few sales to Novartis for years while they are in trials... then Novartis has to succeed in trials for sales to develop. It'll likely be well over 5 years before any sales of over just a few thousand dollars grows into possible "millions".

    It's another fluff PR by the CEO.
    Dec 2 10:17 PM | 1 Like Like |Link to Comment
  • Unilife: Set To Double In 2014? [View article]
    My comment isn't based on what hasn't happened yet. It's in recognition that management has continually over promised and under delivered... back in 2010 or 2011 they talked about hundred's of millions in revenues by 2012 or 2013... that has been a pipe dream.

    Executives that promise the moon and never deliver... are likely to do the same thing in the future. Be very skeptical

    Even with this evenings news... it's a great trading stock... but long-term i have no faith in management
    Dec 2 05:31 PM | 2 Likes Like |Link to Comment
  • Unilife: Set To Double In 2014? [View article]
    "Even the best companies are forced to climb "walls of worry" as their shares trek ever upward and Unilife is no exception."

    You must be new to the story and haven't watched the promises be broken year after year.

    This is far from any company that is on a "best companies" list.

    Hearts will be broken again
    Dec 2 02:01 PM | 3 Likes Like |Link to Comment
  • The GSV Capital Sell-Off Is Overdone [View article]
    If you guys did any digging into sec filings... every company that comes public they are treated as an insider. In twtr case they have 180 day lockup period.
    Nov 9 10:22 AM | Likes Like |Link to Comment
  • The GSV Capital Sell-Off Is Overdone [View article]
    Congrats! you missed one major fact though. In the world of the "real" stock market, not the "efficient market theory", Closed-End funds typically trade at a major discount to NAV. $GSVC and $SVVC typically trade at 20-30% discounts to NAV when no major IPO's are coming out. Now that the TWTR catalyst is over, all those investors are selling out and moving on to the next thing.

    Given the NAV might be as high as $16/share... i can easily make a case that GSVC should be trading at 20-30% discount which is 11.2-12.8/share.

    Some close-end funds do trade at major premiums... but thats only the ones that pay large dividends and trick retail investors into overpaying.

    Oh don't forget, you have like 5% annual fees to pay with GSVC.
    If you own, enjoy the slope back down off this tremendous run.
    Nov 8 08:53 AM | 1 Like Like |Link to Comment
  • Nothing Should Irritate You About Synergy's Upcoming Catalysts [View article]
    You realize if data for CIC is done year-end 2014... NDA filed in 1H 2015, 74 days to get a pdufa date, which is 10 months later, you are now in middle 2016, launch 6 months later, which puts you in 2017

    Long long long timeline.
    Plus Phase 2 right now is taking much longer than expected, by about 4 months right now. I fully expect CIC phase 3 would run over too, bc they are rejecting a lot of candidates.
    Nov 6 09:13 AM | Likes Like |Link to Comment
  • Nothing Should Irritate You About Synergy's Upcoming Catalysts [View article]
    I've been a bull on sgyp for a year now. My enthusiasm has been tempered by a slower than expected launch by irwd and delays by sgyp. Their phase II trial is taking longer than expected by 3 months. And your info on CIC is off. Trial results will be 1h 2015, nda late 2015 and pdufa 2h 2016. Burning time for a long time in this name, better places to be.
    Nov 6 07:26 AM | Likes Like |Link to Comment
COMMENTS STATS
502 Comments
257 Likes