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  • TubeMogul slides after StreetSweeper brings up Google/Mondelez deal [View news story]
    same thing analyst said we've been saying for months. easily duplicated platform...little margins
    Feb 1, 2015. 09:36 AM | Likes Like |Link to Comment
  • IPO Preview: Spark Therapeutics [View article]
    We would point investors to QURE (uniQure). They use AAV vector technology, only its modular and scalable. They already have Glybera gene therapy approved in Europe. They have a large pipeline with Hemophilia B in Phase 1 already, Congestive Heart failure in Pre Clinical with 90% survival rate in early studies (26 million population), plus Parkinsons. 375 million market cap... vs 1.2 Billion after this POST IPO trade for Spark.... we'd rather buy QURE
    Jan 30, 2015. 04:41 PM | Likes Like |Link to Comment
  • Stock Traders Flock Back To Gold ETFs [View article]
    Gold bear cycle ended at 1130 the 50% retracement of the bull cycle. it's all human behavior patterns...fear and greed cycles. the rest is noise
    Jan 24, 2015. 07:52 AM | Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    an IND accepted by the FDA merely says that they believe it is safe to start human trials, but by no means is it an endorsement of any kind.
    Jan 22, 2015. 04:08 PM | 4 Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    top investor in world felt $4 was fair price, not $13
    Jan 22, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    institutions finance, retail trades... in this case Adage got in around $4, its not like they were taking a big risk. Then we saw multiple PR's, Tweets, Fox News stuff, and topped it off with the Boca Raton boys throwing a party at a Sandals resort... you cant even make this stuff up.
    Jan 22, 2015. 09:04 AM | 4 Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    we very specifically warned our readers of this being a pump in our Monday afternoon weekend review piece sent out to our members. It had all the hallmarks for sure. The press releases, carefully worded mind you to seem like a lot is going on when really nothing of substance is. The tweets, the $4 equity raise, and the list goes on and on. They are all the same. We did our part to warn people of it, the market did the rest.
    Jan 21, 2015. 07:29 PM | 2 Likes Like |Link to Comment
  • Auspex Firing On All Cylinders [View article]
    cnce another in the Deuterium space
    Jan 14, 2015. 02:03 PM | Likes Like |Link to Comment
  • Coherus BioSciences: A Logical Answer With A Biological Molecule? [View article]
    Yes we were buyers under 14 as were our SR subscribers, but not buyers over 20 for sure. Also, the drugs they may eventually sell will be at much lower price points than the name brands.
    Jan 11, 2015. 10:36 AM | Likes Like |Link to Comment
  • Celladon's Cardiovascular Fast Track MYDICAR Candidate Could Provide Upside [View article]
    Well we put out a new CAR-T Biotech on Friday to our SRP members which we think could do very well next few months, but also in next year or two. That said, in all honesty we think after CLDN is done consolidating awhile, it will run up in April ahead of Cupid Phase 2b data and we expect the data to prove out the endpoints of 45% response rates. We expect the stock to be trading around $35 per share in 3 months or so
    Jan 11, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • Celladon's Cardiovascular Fast Track MYDICAR Candidate Could Provide Upside [View article]
    Nice uptrend by I do not follow it.
    Jan 9, 2015. 05:30 PM | Likes Like |Link to Comment
  • Celladon's Cardiovascular Fast Track MYDICAR Candidate Could Provide Upside [View article]
    Sky is the limit, they have more in the pipeline... have to be patient on this one
    Jan 9, 2015. 05:29 PM | Likes Like |Link to Comment
  • Celladon's Cardiovascular Fast Track MYDICAR Candidate Could Provide Upside [View article]
    We wanted to point out this SUMO-1 gene development by co founder Dr. Hajjar in the clinic

    http://bit.ly/1tTlW28

    We think investors should put 2 and 2 together... our opinion is that CLDN likely licenses this SUMO-1 as well and puts it in trials....

    The company is setting up to be a possible monster... we will see
    Jan 9, 2015. 12:01 PM | Likes Like |Link to Comment
  • Celladon's Cardiovascular Fast Track MYDICAR Candidate Could Provide Upside [View article]
    We dont worry about insider selling. one of the directors at PCYC sold her entire stake of 100,000 shares at $4 a few years ago. They had Breakthrough Therapy designation etc.... its now $123 a share

    Google execs have been selling for 10 years

    Biotechs follow required automatic selling rules for insiders due to phase trials and data releases etc
    Jan 8, 2015. 10:24 AM | Likes Like |Link to Comment
  • Celladon's Cardiovascular Fast Track MYDICAR Candidate Could Provide Upside [View article]
    Crimson... good points, but I think mititigated by the fact that some of the Phase 1 results were as long as 3 years. Also, they hit an 88% response rate and the new bar is only 45%. It would seem unlikely in phase2b that their response rates drop in 1/2 out of the blue in the 12 month window or less of time for these phase2b patients.

    More likely, the FDA set the bar low looking for any reason to grant them approval prior to Phase 3 further study, at least in part.

    The market cap at 400 million even with the double from the fall is still way way too low given their pipeline, expanding patient base for systolic, and other factors.

    We continue to buy the stock, just as we did on BLUE at 23, 33, 44 and now its 97.... and KITE at 33, ISIS at 35, CNAT at 6-7 and so forth
    Jan 8, 2015. 08:02 AM | 1 Like Like |Link to Comment
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264 Comments
214 Likes