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Thomas Barnard  

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  • Generex successful in increasing insulin concentration in spray product candidate [View news story]
    Phase 1 2 and 3 have been done for the product. I don't know what will be required for an enhanced absorption product. That would be important to know.

    Don't kid yourself about Afrezza. If a patient has a choice - lung or inside the cheek, it's going to be inside the cheek. Afrezza stands to lose its entire user base.

    It's unbelievable that MNKD went ahead even though Pfizer killed its insulin lung absorption product and the $2.8 billion they spent on it for failure to do proper market research.
    Mar 13, 2015. 12:41 PM | 2 Likes Like |Link to Comment
  • Acquisition Target: CounterPath Corp. [View article]
    If you are referring to the recent announcement, there are only so many huge telecom equipment companies - Cisco, Alcatel, Ericsson, Huawei, Avaya, etc. It would be nice to know which one, but I'm not sure the specific one tells you anything.
    Feb 27, 2015. 02:20 PM | Likes Like |Link to Comment
  • Acquisition Target: CounterPath Corp. [View article]
    Who are you referring to? Larry Ellison of Oracle who bought Acme Packet? I think he is a possibility.
    Feb 27, 2015. 02:17 PM | Likes Like |Link to Comment
  • It's A Good Time To Be A Consumer [View article]
    My impression is that there are two large telecom equipment companies that CPAH is partnering with. No doubt they are among the list of firms in the article.
    Feb 6, 2015. 04:18 PM | Likes Like |Link to Comment
  • From 1930 To 1995, The P/E Peak Was 24 In January 1966 [View article]
    Shiller September 2014 P/E is 26.14.
    Shiller October 2014 P/E is 24.77

    The October P/E is still higher than the 65 year period from 1930 to 1995.
    Oct 23, 2014. 02:28 PM | Likes Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    From Antigen Express's White Paper: "A variety of models project that in the absence of a vaccination strategy or another universal preventive intervention, the epidemic will continue to grow at near exponential rates unless the availability of effective hospitalization and quarantine measures to control further transmission is increased dramatically."

    Obama is sending 3,000 army troops to set up temporary hospitals and aid in the quarantine effort. But those people are going to war, and I think we can expect casualties.

    Perhaps this is what it will take for the army to step up the vaccination effort.

    View the Antigen Express White Paper here:

    http://bit.ly/1tc1Z50
    Oct 22, 2014. 12:13 PM | Likes Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    I share your thinking. I did not dis MannKind, which I hope will help many people who dislike sticking themselves with a needle. But as you say yourself buccal is the way to go. I think this recent announcement suggests they are working on making it more easily ingested.

    Alfred Mann is typical of many entrepreneurs. Stubborn. I hope it works out for him (and the patients). But if it were me, I would have looked at the Pfizer experience, and would have gone with what could be a winning technology, the buccal route. He could have bought Generex for a song and carried that forward (plus he gets the AE37 tech).

    I think you are very intelligent in spreading your risk. Generex has the better technology, but they have no billionaire standing in back of them with connections to even more money.
    Oct 12, 2014. 02:16 PM | Likes Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    Yes, good point. I have not checked, but if they administer the vaccine with their inhaler tech, that would be the way to go.
    Oct 7, 2014. 03:47 PM | 1 Like Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    Generex PR statement of today (10/7/2014) says:

    "There are currently a number of vaccines in development for Ebola, though none have yet been approved. Some of these require repeated administration to obtain some level of protection in animal models, in contrast to the influenza virus vaccines. Early efforts to generate a protective antibody response against Ebola clearly showed the importance of CD4+ T cells. The need for continued or repeated immunization is a good indication of the need for a stronger CD4+ T cell response, as specific activation of this cell type is associated both with immunological memory as well as a robust early response to immunization."

    And to make clear the connection to CD4+ T cells read this underneath their main statement:

    "The core platform technologies of Antigen Express comprise immunotherapeutic vaccines for the treatment of malignant, infectious, allergic, and autoimmune diseases. Antigen Express has pioneered the use of specific CD4+ T-helper stimulation technologies in immunotherapy."


    See their PR release for more:

    http://yhoo.it/1qbBcii
    Oct 7, 2014. 02:05 PM | 1 Like Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    To be clear. Generex has no ready made Ebola drug. However, they have a platform that would permit speedy development. But of course that would take money, and the Department of Defense first has to discover them, and if they fumbled around with MMAP for two years, I cannot be encouraging about that.
    Oct 1, 2014. 02:59 PM | 1 Like Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    Once again, from the point of a user, if I did not have to use a needle, or inhale a substance into my lung, that would be my choice, and, I believe, the choice of most users.

    MannKind has gone against Pfizer's experience with an inhaled product, which was not positive, and they wrote off $2.8 billion.

    If you are a MannKind shareholder, best of luck to you. But you are taking a chance. You are betting Pfizer was wrong.
    Oct 1, 2014. 11:07 AM | 3 Likes Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    From the company's website:

    http://bit.ly/1qVptnU
    Oct 1, 2014. 10:56 AM | 2 Likes Like |Link to Comment
  • With Ebola Looming, When Will The Defense Department Get Around To Generex? [View article]
    Not the point of the article, but Pfizer junked Exubera at $2.8 billion because patients and doctors were not comfortable with putting junk in their lungs. Not known by me, but I wonder how smokers would feel. Presumably less of stigma for them.

    From the point of view of a user, Generex's Oralyn is the preferred solution, no needle, and no junk in the lungs.
    Oct 1, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • From 1930 To 1995, The P/E Peak Was 24 In January 1966 [View article]
    Aside from a special situation, the high P/E has motivated to go more to cash.
    Sep 5, 2014. 01:45 PM | Likes Like |Link to Comment
  • From 1930 To 1995, The P/E Peak Was 24 In January 1966 [View article]
    Thanks for this useful link.
    Sep 3, 2014. 09:04 PM | Likes Like |Link to Comment
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