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  • NeoStem: Major Developments You Might Have Missed [View article]
    Weren't you an OSIR cheerleader just two months ago? You are seriously discounting the fact that biotechnology companies are valued on clinical progress and likelihood of success. All of these companies dilute shares, but if any of its products work, then gains will still be robust.
    Oct 30 02:18 PM | 1 Like Like |Link to Comment
  • 6 Reasons To Be Bullish On Jazz Pharmaceuticals [View article]
    Especially in this biotech market -- You get REGN-like growth with DNDN-like multiples.
    Oct 27 10:51 PM | Likes Like |Link to Comment
  • Under Armour: Should You Buy After Earnings? [View article]
    High inventory doesn't bother me when sales are growing this rapid. The world is a big place, and UA has barely scratched the surface.
    Oct 27 10:50 PM | Likes Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    Every trial consumes cash, even Baxter's. I am not suggesting that Baxter will purchase NBS tomorrow. I am suggesting that "if" PCT proves "not" to be NeoStem's most valuable asset then Baxter would likely be attracted to the marketing synergies of AMR-001 and its own CD34+ therapy. I think Baxter is keeping a close relationship, and if data is good then I think they will acquire NeoStem.
    Aug 21 08:01 AM | Likes Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    Is Baxter not pretty preoccupied with the Gambro acquisition at this point, such that buying something new would be a dangerous distraction ?

    NeoStem would be later down the road.

    Is the departure of Dr Losordo actually a sign that the Baxter product is not doing so well and that they are happy to let him go elsewhere to pursue his interests ?

    Losordo was a scientist and physician before he agreed to help Baxter develop the product. I don't think he ever intended to stay long-term. He is good at coming in with research and then developing a technology to have potential.
    Aug 19 08:21 AM | 1 Like Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    How much of the value of PCT is represented by contracts being performed for other clients, some of whom may be competing or may compete in future with Baxter ?

    Dendreon had three facilities to manufacture one product. All products need manufacturing. Baxter could either use PCT as a company facility to cut down on company costs or it could keep business open to other companies/organization...

    What is the value of AMR-001 to Baxter given that it already has a similar product in development ?

    They are similar, but treat two different diseases. Baxter's has already proven to be effective, and the structural similarities is what makes the case strong for the success of both products. Baxter's alone has peak sales potential of a billion. AMR-001 has peak sales of $1.3 billion. The acquisition would make Baxter an instant leader in regenerative and cardiovascular medicine.
    Aug 19 08:18 AM | 1 Like Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    I disagree. I think it will happen in the first or second quarter of next year. At that point, NeoStem will have a lot of leverage, if data is positive.
    Aug 19 08:14 AM | Likes Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    Yes, they are competitors. It is an interesting dilemma. In many ways they are already partners. I do think that if AMR-001 data is good that we will see a full acquisition. The marketing synergies between the two products would be worthwhile. Both manufactured the same say, treat conditions of the heart, and would be marketing to the same cardiologists.
    Aug 19 08:13 AM | Likes Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    NeoStem has five segments. It is possible that Baxter would not want all of the assets that come with NeoStem. It makes sense that a partnership could appear more favorable to Baxter.

    I think the key is patience on behalf of Baxter. I don't think they would show any interest in PCT until their Phase 3 data is read. I don't think they would show any interest in AMR-001 until its data is read. Then, if both Baxter and NeoStem's data is positive, we might see an acquisition, as Baxter might then want NeoStem's pipeline.

    I think the outlook depends on how Baxter views cell therapy as an industry
    Aug 19 08:10 AM | Likes Like |Link to Comment
  • Could Baxter Acquire This Small Company? [View article]
    Should be a significantly higher stock price. I don't think it would happen until after the company's data early next year. If AMR-001 meets its goal, NeoStem will see a 100%+ jump. The outlook for the company will be completely different.
    Aug 19 08:05 AM | Likes Like |Link to Comment
  • Is It Time To Buy Freeport-McMoRan? 2 Insiders Just Paid Over $42.8 Million [View article]
    I am looking forward to an earnings beat from Freeport. Where do you see near term share prices in the next 3-6 months?
    Aug 2 05:19 PM | Likes Like |Link to Comment
  • Stem Cell Companies For Consideration In 2013 [View article]
    I did not hear his comments. This was written on Monday night. But that is great news for the company.
    Jan 9 08:30 AM | Likes Like |Link to Comment
  • Galena Removes Financing Risk [View article]
    The warrants are $1.90. The .5 warrant represents the number of units so I am not sure where you are getting "$1.35"
    Dec 18 11:56 AM | Likes Like |Link to Comment
  • Galena Removes Financing Risk [View article]
    It won't complete Phase 3 trials but it will give the company enough cash to get through interim results. By that time we will know a lot more about the company, If interim results are good GALE could be a $5-$10 stock and will have its choice at partners. If the trial is good then I don't see any more rounds of financing
    Dec 18 11:24 AM | Likes Like |Link to Comment
  • Galena Removes Financing Risk [View article]
    It wants to raise $24 million, which would give it more than enough cash
    Dec 18 11:23 AM | Likes Like |Link to Comment
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