VFC's Stock House

The Worst Is Way Behind Titan Pharma

Mike,

Of course, anything is possible. If either is the case, I'm sure we will hear soon enough. However - I don't think that a patent rejection would be a deal breaker for a partner/buyer, I just think that it would lower the value of the deal.

A delay would just push everything back a few months. I can only speculate, but I would think it would be in the best interests of all involved (Vanda, partner/buyer) to get Fanapt on the market in the fourth quarter, so I'd imagine that they would work something out in that case.

Thanks,

V

Investors Should Ignore the Hoopla Around Cel Sci

Jay,

I've read a few of your comments and just wanted to reply - it's getting hard for me to keep up and respond to everyone. The way I see it everyone deserves a response, even the clowns that attack me personally for having an opinion - not that you are one of those, but they are there.

I want to respond to your comment that I am walking a fine line in questioning AF and his motives. I'll say this - the guy has a record of mis-stating or omitting facts from his statements, that's why I question his motives. If it were once or twice, then ok. Or if he simply said that, "I don't like this stock because of XXXX" that's fine. Everyone has an opinion to like or dislike a stock, it's his pattern of innacurate delivery that raises questions. It's not the first time he's played this game, that's why I'm starting to raise questions.

I'm not here to say that I know Multikine works 100% or that I think CVM is a sure bet - because there is no sure bet in the market; I'm just here to give my reasons as to why I believe that CVM is a valid investment. Period.

Many can, and have, laid out opposing views, but they've done them with facts and their own opinions. That's fine, there's two sides to every story.

Thanks for your comments Jay.

V


On Oct 07 04:46 PM jay brebner wrote:

> Vinny - I need to make a retraction regarding celsci and LEAPS anaphylactic
> reactions. the reactions were seen by another group at Johns Hopkins
> using LEAPS for autoimmune research. the fact it was in a mouse model
> of autoimmune myocarditis could have been a factor in the reaction.
>
>
> I will, with great vengeance and furious anger, take it out on my
> staff at our next meeting.

The Worst Is Way Behind Titan Pharma

Mike,

Thanks for the comment. I do think that Titan would suffer as a result of Vanda having to go it alone, but ultimately I think that TTNP would recover.

However, I see no indications that Vanda is preparing to go it alone - no job posting for a sales staff - nothing. I think the long delay has to do with the patent office issuing a final decision regarding the patent for Fanapt. That significantly alters the value of any deal and that - in my opinion - is what is keeping any potential deal from being finalized.

Thanks, appreciate the comments.

Cel-Sci May Be in for a Bumpy Ride This Week

BsBuster,

Man, you take a bitter pill or what? Have you ever smiled?

Cel-Sci May Be in for a Bumpy Ride This Week

All, thanks for the comments.

A couple of points: Biotechs_Maven, some good points in there, but I do think that it is OK to speculate. In fact, you HAVE to speculate with speculative facts. As long as you speculate off of solid DD.

Dream: If more experienced investors were smart enough to avoid CVM, then they missed out on 500% gains this year. even at $1.30, CVM is up over four times its amount at the beginning of the year. I'm glad the more experienced investors were able to avoid those gains, if that truly is the case.

VFC

Cel-Sci May Be in for a Bumpy Ride This Week

Dream - it seems as if your motive is to bash Garza and his site rather than seek the truth behind CVM. To each his own. I've been with CVM for years based on the potential of Multikine - LEAPS is just icing on the cake. To date, Garza has been way closer to getting an accurate word out about CVM than the Stein - who only just now joined the party.

I'm still long CVM, even after the recent run that's making my portfolio look pretty good about now - along with AGEN, CSUH, etc.

Thanks for reading.

V

Cel-Sci May Be in for a Bumpy Ride This Week

Dream - it seems as if your motive is to bash Garza and his site rather than seek the truth behind CVM. To each his own. I've been with CVM for years based on the potential of Multikine - LEAPS is just icing on the cake. To date, Garza has been way closer to getting an accurate word out about CVM than the Stein - who only just now joined the party.

I'm still long CVM, even after the recent run that's making my portfolio look pretty good about now - along with AGEN, CSUH, etc.

Thanks for reading.

V

Cel-Sci May Be in for a Bumpy Ride This Week

Dream - Adam always leaves out important bits of information that could counter act his own arguments. I believe that he does that purposely, but I also believe that he hasn't really researched companies such as AGEN, BIEL and CVM and speaks off the cuff at times. Nothing wrong with that, but at least post a disclaimer that says that you haven't finished your DD. He had no idea what BioElectrictronics' ActiPatch was and that was a glaring error.

The guys at BioMed actively seek out sources, they don't just rely on a phone call to an old hedge fund buddy and take that info for what it's worth.

I think the fact that BioMed is obviously coming under Feuerstein's skin is validation enough that he sees that website as a serious threat to his credibility. No one has to agree on how the facts are perceived, but it has been too obvious for too long that Feuerstein and the Thre Street.com have their own agenda - and it doesn't include looking out for the little guy. I think it's a shame because Jim Cramer has a lot to offer the small investor, I always recommend his book 'Real Money' to those just starting out. Somewhere along the line, however, these guys went wrong. I think GREED is what we call it.

Cramer is loaded but he still feels the need to charge people hundreds of dollars so that they can net a 22% gain from his portfolio. By comparison, CVM traded for about thirty cents in January and is at a buck fifty today. He's GOT to bash these stocks because he wants people to ignore them so that they'll pay his outlandish subscription fees and pay the hundreds of dollars to follow his portfolio and its 22% gain. I don't trust that game and the small investors shouldn't be pouring money into his empire like they do.

Just my take.

VFC

Cel-Sci May Be in for a Bumpy Ride This Week

American C,

Thanks for the comments, but I have to point out the fact that it's obvious you're not a regular reader because you missed my post on Thursday, September 17th where I stated that I was finally on board with LEAPS because the company had issued a valid PR announcing an actual clinical trial. The link is here:

vfcsstockhouse.blogspo...

You'll also notice that I do mention how I thought LEAPS was just fluff at first - until the clinical trial PR.

Thanks for reading, but don't conveniently skip some of my posts just so you can come out and bash. Doesn't look good for anyone.

VFC

Access Pharma's Prospects Look Good Even Without a Buyout

Someone woke up on the bitter side of the bed, eh?

Have to Like the Risk / Reward in Antigenics Stock

Drug Recruiter,

Fair enough - Oncophage's past does look piss poor, at first glance. I'm a believer that in order to maximize the effects of this new breed of cancer immunotherapy treatment the vaccine should be used on patients that are earlier on in progression while the immune system is still somewhat strong. That is what the subset data of the Oncophage Phase III is showing us. Those patients that received the treatment earlier on in progression are now living longer than those that didn't - that's what it's all about.

I'm sure SPPI will recover - that stock has followed the recent trend of going down after approvals, huh?

Thanks for the comments and the insight.

VFC

Have to Like the Risk / Reward in Antigenics Stock

Drug Recruiter,

Way to conveniently leave out the most recent data/information. I'm also flattered that you joined SA just to comment on little ol' me! First comment!

VFC

Antigenics, Cel-Sci Could Both Become Billion Dollar Companies

SAS70,

I'm looking for second quarter next year (at the latest) for a Hedrin approval to be announced. Just my opinion based on the latest out there.

Thanks,

VFC

Antigenics, Cel-Sci Could Both Become Billion Dollar Companies

BSBuster,

I believe that Seeking Alpha articles get listed under the 'Financial Blogs' section of the finance pages, not the news sections. To the contrary, I think that the fact that The Street . com's articles getting listed under the news listings is a disservice - they're no better than any other blogger's opinions and are often quite manipulative in nature!

Thanks for your input, but you've obviously done no research with regards to AGEN or CVM to come to those conclusions. Oncophage recycled? Multikine no substance? Not much DD done on your part.

I consider the opinions of other small investors to hold a lot more weight than the manipulators of 'The Street', so I do appreciate your comments!

VFC

Antigenics, Cel-Sci Could Both Become Billion Dollar Companies

Rafael,

Also, regarding Adam F, his games vary in effectiveness- remember, he also issued a positive report on BDSI and the stock dropped. It all depends on the goals of who he is 'working' for. In my opinion, I would think that if he issues a positive report on anything it will be to try and get a price spike so his 'employers' could short from the top.

I don't believe that the guy has anything credible to say with the intent of helping out the small investor.

VFC