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  • Zohydro's Chances Of Staying On The Market [View article]
    I find the term conspiracy theory sort of naive considering that for the last 100 years companies have been fined for colluding to manipulate everything from LIBOR, oil prices, and airline tickets. If you still believe conspiracies do not exist you need to check out these guys who think the earth is only 2000 years old (second link). It is not that much of a stretch. .

    The opiate business especially for the democratic party who has a sizable constituency dependent on their medicare/medicaid prescription is a huge political issue. "If you don't vote for us you will lose your free drugs which you are hopelessly addicted to." It could be argued it was their entire political platform over the last 8 years. The fact that they prevented generic oxycontin from coming on the market while allowing it to be sold in various forms from Purdue points to political rent seeking. The fact that they are targeting one specific companies product when their are multiple similar products on the market is basically the smoke coming from the gun. Since they are sophists they are quite skilled at hiding the gun.

    Non-abusable will be even better to sell to drug abusers because they will need to buy 5 of them to get the same high they got from crushing up one which leads to a higher volume of sales (if they don't just bypass the abuse deterrent all together we are talking about the people who brought you cold water extraction). It is such an easy thing to foresee if you spend 10 minutes reading bluelight.

    There is a doctor between patient and pill. If the governor knew what he was doing he would understand it's a regulatory problem not a medication problem.

    Zogenix figured this out, read their conference call. They actually are taking steps to prevent the problem caused by their predecessors' products. Why doesn't congress focus on this?

    But Russia's a gas station.

    This reminds me of The Aviator when they call Howard Hughes in front of congress to attempt to steal his company. It seems they are doing the same thing to Zogenix.

    Notice some horrible crisis occurs which allows these people to hijack the discussion whenever their businesses are at risk. RUSSIA IS IMPUTINANT!, THE WAR ON PRESCRIPTION DRUGS WHICH WE ARE GOING TO SELL ANYWAY!, RAPE!, NUCLEAR BOMBS! whatever.
    Mar 29 05:26 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    Going to take the other side of this but it is possible that by adding Office 365 to iOS it will cause users to remember that Microsoft is still an important part of the ecosystem. The next time they choose to buy a computer they might opt out of the more expensive iMachine and go for the better hardware value they get with the PC.
    Mar 22 10:03 AM | Likes Like |Link to Comment
  • Zohydro's Chances Of Staying On The Market [View article]
    The author says Zogenix is not worth its $500mln market cap. Check out this OxyContin sales data . This is with regulators cracking down and why they want to ban it. ZoHydro will put Zogenix on the map and give them significant ability to compete with the other major drug makers. Especially since they are producing an abuse deterrent formulation.
    Mar 19 12:13 PM | 3 Likes Like |Link to Comment
  • Zohydro's Chances Of Staying On The Market [View article]
    I invested in Zogenix simply because they were the only company smart enough to see a serious problem in the market, publicly point it out, and provide a solution. Zogenix's behavior is seriously lacking in this particular industry because most corporations just do not want to address these issues. By addressing them they have to face the reality and accept that a large percentage of the population use their products recreationally.

    People were dying of oxycontin overdoses 10 years ago, 20 years ago there was a "heroin epidemic". It was still patented and there was no competition. Where was the rush to produce a "abuse deterrent" formulation then? Abuse deterrent is a smoke screen to maintain a monopoly on the $500mln a quarter oxycontin market. How do you turn the 30mg abuse deterrent oxycontin into a 90mg oxycontin? You take 3 of them.

    If anything this bill and the already well known addiction potential of opiates (THEY HAVE BEEN AROUND SINCE BEFORE THE COMMON ERA, THIS IS NOT A NEW CRISIS OR PROBLEM. IT WAS A KNOWN VARIABLE 100 YEARS AGO) is misdirection. Iit takes the focus away from Mylan and the damage their combination products caused. Ironically, Zogenix's product is being branded as unethical or dangerous when they were the one's trying to fix a problem.

    The real question the senate should be asking is how has Mylan gotten away with combining a habit forming substance with a substance that is hepatotoxic. It is almost like the drug is designed to poison people or the people creating it are totally incompetent of the properties of the products they produce. I do not see how anyone would think the combination would be a good idea, considering tylenol can be purchased over the counter anyway.

    Opiates are known to be dangerous and overdoses are just a fact of life. However, Mylan's product is clearly more dangerous because their is a deadly synergy between tylenol which is easy to overdose on and opiates which lend themselves to patients taking more than the suggested dose. Even if you take "abuse" out of the equation and just look at it as a patient taking more because they are actually in pain and want it to go away.

    It is inappropriate to launch direct accusations at Senator Manchin. He should understand that his relationship with Mylan is very disturbing because their combo product is clearly more of an issue than ZoHydro.
    Mar 19 11:26 AM | 2 Likes Like |Link to Comment
  • Medtronic on board to test orgasm device [View news story]
    Now I understand why Zuckerberg wants the drone company. If only he can figure out the frequency.
    Mar 8 10:14 AM | Likes Like |Link to Comment
  • ASML Holding N.V.: Short-Term Turbulence May Lead To Long-Term Surprise [View article]
    I said the stock would be in play, therefore subject to movements in either direction. (see last sentence)

    There is still a tremendous amount of money invested in EUV making for an interesting investing/trading situation.

    Here is the link to the article mentioned above:
    Feb 27 11:11 AM | Likes Like |Link to Comment
  • Pressure grows on FDA to revoke approval of Zogenix's Zohydro [View news story]

    Stupid rules are the theme of the day.
    Feb 26 12:02 PM | 2 Likes Like |Link to Comment
  • Ackman profiles another Herbalife "perpetrator" [View news story]
    I do not believe it is a pyramid scheme. There is a product that can be sold and it is up to the person who makes the decision to decide whether or not they can sell it at a profit.
    Feb 12 01:40 PM | 7 Likes Like |Link to Comment
  • Himax dives on Chardan downgrade; firm worried about Glass adoption [View news story]
    I need glasses anyway. Why not have glasses plus a computer that beams info into my eyeball? Seems like a no brainer.
    Feb 12 10:22 AM | Likes Like |Link to Comment
  • Apple building mobile-payments business [View news story]
    And Icahn an Apple share holder is going after paypal and ebay hmm.
    Jan 26 08:35 AM | Likes Like |Link to Comment
  • Has Gravity Caught Up To Imax Corporation? [View article]
    I left the movie gravity floored. I checked the stock price and it had plummeted and alarm bells went off and it was article time.
    Nov 1 01:37 PM | Likes Like |Link to Comment
  • Why Zohydro's Market Opportunity Will Be Very Limited [View article]
    "Opiates are not effective for chronic pain"

    There is a lot of things you can say about opiates but for pain they are #1. They are the ultimate double edged sword causing tremendous damage to those who misuse them but for some they are the only hope for living a decent life. If you disagree please name one other pharmaceutical that handles chronic pain better than an opiate.

    I think you just missed the boat on this one.
    Nov 1 01:19 PM | Likes Like |Link to Comment
  • Has Gravity Caught Up To Imax Corporation? [View article]
    It depends on the agreement they have with Warner Bros, along with the agreements they have with the theaters who chose to pay off the installation with revenues from the equipment.
    Oct 12 11:51 PM | Likes Like |Link to Comment
  • Has Gravity Caught Up To Imax Corporation? [View article]
    Yeah you are right. I will have to revise.
    Oct 11 01:28 PM | Likes Like |Link to Comment
  • Himax Technologies Inc.: Swing For The Fences While Earning A 4% Dividend [View article]
    HIMX has also been on a road show this last week.
    Sep 28 05:37 PM | Likes Like |Link to Comment