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Theodore Cohen  

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  • Vical: A Review Of, And Update On, Allovectin [View article]
    That's cute, John.

    How do I know what the data from the Phase 3 trial will show, what the BLA will look like, how the FDA advisory committee will be comprised, etc., etc.?

    You basically are saying that regardless of what Vical does, the fix is in and because the company is not Big Pharma, they won't get approval. Okay, that's your opinion. You're entitled to it.

    Let's see what happens.

    I provided what i believed to be some information I thought would be of interest to my readers. As far as I can see, you've provided four Comments on Seeking Alpha to date, no bio, and no articles.

    I challenge you to write one article on any stock in the healthcare universe and post it to Seeking Alpha.

    Ted

    PS Please go to the Vical Web site and look at the slides, showing the effect of Allovectin on actual patients. Describe to me and readers here what you see. I was ready to publish Before and After photographs of actual patients in the Phase 2 trial--the results were startling--but the Seeking Alpha editors felt that many readers might be taken aback by how devastating the disease is. Again, please go to the Vical Web site...look...then come back and let's talk about responders in the Phase 2 trial. T
    Jan 10, 2012. 02:47 PM | 1 Like Like |Link to Comment
  • Vical: A Review Of, And Update On, Allovectin [View article]
    Thanks, qgjiang.

    I'd like to think, as I implied in one of my Seeking Alpha articles, that management has some idea what's going on in the Phase 3 trial based on the quantity of Allovectin the company was shipping to the trial sites. That said, I've also seen drugs fail in Phase 3--some spectacularly--so it ain't over 'till it's over.

    Ted
    Jan 10, 2012. 02:42 PM | Likes Like |Link to Comment
  • Dendreon's Presentation At JPMorgan Healthcare Conference: 3 Things Of Interest [View article]
    Thanks, Saul . . . and thanks for all your great efforts to bring the message home to those suffering from PCa.

    Happy New Year.

    Ted
    Jan 10, 2012. 02:38 PM | Likes Like |Link to Comment
  • Dendreon's Presentation At JPMorgan Healthcare Conference: 3 Things Of Interest [View article]
    Painting the tape is an old trick. This is minor compared to what is going on in our markets today. All of this would stop if just one significant enforcement action were taken by the SEC and/or the DOJ.

    What do I mean by 'significant enforcement action?' I like to call it 'Seagull Justice.' Why?

    Because here's how it works. I once knew a man who owned a beautiful yacht that he kept on Chesapeake Bay. It was 50-feet in length, had two masts, and a beautiful teak deck. But the seagulls were really doing a number on it.

    Now, this man did everything he could to rid his boat of the seagulls...he hung aluminum streamers from the masts, put out inflated snakes, even put a fake owl at the top of both masts. But nothing stopped the seagulls from destroying his teak deck and everything else on the boat.

    Finally, in desperation, he took out a shotgun and killed one of the seagulls. Then, he hoisted it to the top of one of the masts.

    End of problem.

    We need some 'seagull justice' in the US stock market!

    Ted
    Jan 10, 2012. 02:37 PM | 3 Likes Like |Link to Comment
  • Dendreon's Presentation At JPMorgan Healthcare Conference: 3 Things Of Interest [View article]
    Hi, beach...

    Markets look 6-9 months ahead. Greg Schiffman has said on occasions that he expects the inflection point in the provider uptake curve to take place sometime in 2Q12. That should propel monthly revenues towards $40M/month in April or May, which, when annualized, brings them to the cash-flow breakeven point ($500M) on an annualized basis. This may be what the Street is discounting at these prices.

    Ted
    Jan 10, 2012. 02:30 PM | Likes Like |Link to Comment
  • Dendreon's Presentation At JPMorgan Healthcare Conference: 3 Things Of Interest [View article]
    Hi, Scott.

    And thanks for the nice comments. I've been in DNDN since 2006. Like you, I've been 'through the wars.'

    I try to present the things that are sometimes overlooked by the mainscream media...the stuff that doesn't always get the attention it deserves in the media's haste to publish and grab headlines.

    I think the three papers coming up, which I discussed in this article, will be extremely important.

    Happy New Year.

    Ted
    Jan 10, 2012. 02:25 PM | Likes Like |Link to Comment
  • Vical: A Review Of, And Update On, Allovectin [View article]
    I guess you'll have to wait and see. (;>)

    Ted

    PS We can agree on one thing: the FDA is corrupt. Read my novel, Death by Wall Street. It's based on the Dendreon story. T
    Jan 10, 2012. 12:09 PM | Likes Like |Link to Comment
  • Vical: A Review Of, And Update On, Allovectin [View article]
    Hi, nishv...

    Good question. Allovectin, of course, is not the only drug the company has under development. Others, including their HSV treatment, will also be demanding of cash. Buried in the recent prospectis issued before the offering, for example, is this statement: "We are currently preparing for a proof-of-concept Phase 1/2 trial to be conducted in subjects with pre-existing HSV-2 infection."

    So, we have to assume that given the anticipated cash burn going forward over the next 12-18 months, management deemed it prudent to move forward now with the offering.

    As well, they also may be preparing for the submission of a BLA to the FDA for Allovectin, given what they saw in the Phase II results and anything they may be reading into the volume of Allovectin they shipped in the Phase 3 trial. See, for example, my previous article:

    http://seekingalpha.co...

    Ted
    Jan 10, 2012. 08:41 AM | Likes Like |Link to Comment
  • Dendreon: NeoACT Phase 2 Trial Data Appear 'Interesting' [View article]
    Thanks, David.

    Take care.

    Ted
    Jan 9, 2012. 09:13 PM | Likes Like |Link to Comment
  • Dendreon: NeoACT Phase 2 Trial Data Appear 'Interesting' [View article]
    DAG...there are some immutable laws governing the markets, among them being:

    1. G_d's Laws for the Universe do not necessarily include making you rich (;>)
    2. Mr. Market will make as many people wrong at the turning points as he possibly can (meaning that being a contrarian can pay off big, at times, assuming you have a cast iron stomach)
    3. You almost never will sell at the high
    4. You almost never will buy at the low
    5. You will own too much of a stock that drops in price, and too little of one that rises.

    I'm sure there are more, but you get the picture.

    Sleep well.

    Ted
    Jan 9, 2012. 08:32 PM | Likes Like |Link to Comment
  • Dendreon: NeoACT Phase 2 Trial Data Appear 'Interesting' [View article]
    Not a problem. I think the Street was caught by surprise over the last few trading days by the company's performance at the end of the last quarter. As well, the presentation just concluded* on the West Coast was very upbeat. I certainly recommend you and others reading this visit the Dendreon Web site and listen to what Gold and Schiffman had to say. Among other things, the company filed in Europe (with approval expect in 2013) and now is exploring opportunities in Japan. As well, they expect 'compelling' data to be presented at several scientific and medical conferences later this year. Finally, they are working aggressively to reduce the costs of goods sold.

    This was one of the best presentations I have heard in a long time, and the applause at the end said it all.

    Take care.

    Ted

    *Webcasts & Presentations29th Annual J.P. Morgan Healthcare Conference
    Jan 9, 2012
    3:30 PM PT
    Listen to webcast
    http://bit.ly/ycaHip
    Jan 9, 2012. 07:43 PM | 1 Like Like |Link to Comment
  • Vical: A Review Of, And Update On, Allovectin [View article]
    Hi, David.

    Thanks so much for your comments. Much appreciated.

    Happy New Year.

    Ted
    Jan 9, 2012. 07:35 PM | Likes Like |Link to Comment
  • Dendreon: NeoACT Phase 2 Trial Data Appear 'Interesting' [View article]
    Frankly, I'm amazed that the doctors involved didn't consult with other doctors working with this patient. If the patient is not capable of letting the oncs know, where was the wife? Looks like a total breakdown in communications among caregivers. Has this been rectified?

    Ted
    Jan 9, 2012. 05:32 PM | Likes Like |Link to Comment
  • Vical: A Review Of, And Update On, Allovectin [View article]
    I concur. I hope my readers will avail themselves of the slides provided within the presentations on the Vical Web site cited in my article. They show 'Before' and 'After' pictures of treated patients. The results are startling. Unfortunately, I could not present them within the article itself because of their graphic nature.

    Ted
    Jan 9, 2012. 03:38 PM | 3 Likes Like |Link to Comment
  • Vical: A Review Of, And Update On, Allovectin [View article]
    The quote, and the data, are fact. Are you saying otherwise? If so, state the facts as you know them regarding this disease.

    If you have problems with HEB for other reasons, than be honest enough to state them.

    Ted
    Jan 9, 2012. 03:35 PM | 1 Like Like |Link to Comment
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