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  • Ziopharm warrant holders exercise [View news story]
    Real tug of war here between the longs and the shorts. I added a bit of ZIOP sub $3 simply based on the bet that Mr. Kirk needs to get something done in the oncology space to validate his Intrexon technology. I am likely early since the shorts seem firmly in control for the time being and will likely do everything in their power to prevent the exercise of the 4.02 wts.
    Sep 19 10:45 AM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    We might be pondering two different things. It is possible they find a Big Pharma distribution partner in EU to ratchet up pressure on TauroPharm and a U.S. trial partner who could be someone like DaVita.
    Sep 16 02:59 PM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    Delisting issue off of the table as of this AM. Elliot remains behind the company which is a very good sign.
    Sep 16 09:19 AM | Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]

    Lawsuit Filed Today---Finally these guys are taking the gloves off. Let the dogs of war be released. Hopefully Elliot lends a hand.


    CorMedix (CRMD -4.4%) files a patent infringement suit in Germany against TauroPharm GmbH claiming infringement on on its European patent EP 1 814 562 B1 (the "Prosl Patent"). The Prosl patent covers a low heparin catheter for maintaining patency and preventing infection in a hemodialysis catheter. The company believes TauroPharm's catheter locking solutions infringe on Prosl.
    Sep 12 07:07 PM | Likes Like |Link to Comment
  • CorMedix accuses TauroPharm of infringement [View news story]
    Good news. I think this explains CRMD's sales difficulties in EU. My guess they were pursuing the IP issue with both carrot and stick. The Tauropharm folks have chosen to take the difficult road.

    This will get interesting All sorts of things pop out during discovery.
    Sep 12 03:59 PM | 2 Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    Hopefully we see IND filed this week. These guys need to start hitting deadlines.
    Sep 7 08:31 PM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    The other overhang remains the status of IP dispute with Tauropharm. On the last CC, CEO Milby asserted that CRMD prefers to negotiate vs. litigate. Fingers crossed that we get an upside surprise.
    Aug 18 01:23 PM | 1 Like Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    Saw it. Frustrated as heck here. Still waiting on our multiple Q2 deals mentioned in TWO separate conference calls.
    Aug 5 08:03 PM | Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    2 weeks to the CC and as yet no news on distribution agreements being inked by CEO Milby. Disappointing............
    Aug 1 04:58 PM | Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    Well, we have one month or so until the next conference call. I am hopeful that we get clarification on the FDA trial design and CEO Milby FINALLY comes through with a deal or two. My other nagging issue remains the status of the Tauropharm IP dispute. It is time to either break bread or take off the gloves.
    Jul 15 02:57 PM | Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    CEO MILBY bought a few shares last week. Hopefully that bodes well for the future.
    Jul 5 11:06 AM | Likes Like |Link to Comment
  • Comparison Shopping For Small-Cap Biotech Deals [View article]
    Hopefully we will start to see some decent news flow out of CRMD. I think there is usually a 30 day response period then they can move forward with formalizing the IND. If we see PATH/GAIN Act extension granted, this may not remain free standing. I still think there is a 10% chance that U.S. partnering talks lead to something larger. GAIN/PATH inclusion likely puts those odds north of 20%.
    Jun 28 08:56 PM | 1 Like Like |Link to Comment
  • CorMedix: An Interesting Play In The Catheter Care Space [View article]
    No clue. Proxy votes as expected. I remain hopeful that these guys deliver good news on bioth the EU and US fronts. This week's FDA progress is a good start. If they can get a clean IND and snag a trial partner, that will give them enough breathing room to solve whatever sales issues exist.
    Jun 26 02:00 PM | Likes Like |Link to Comment
  • CorMedix: An Interesting Play In The Catheter Care Space [View article]
    This is good news. Once everything is locked down with the FDA, CRMD can begin to engage in serious partnership negotiations. Market cap remains silly given size of dialysis, oncology, iCU and feeding markets but who am I to say?!?!?! EU progress to date is disappointing. It would not surprise me if proxy votes are a bit skewed. Time to produce something on the sales side.
    Jun 24 11:31 PM | Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    Annual meeting on Wed. . It will be interesting to review the vote tallies. Likely some unhappy campers out there given the slow progress to date in the EU.
    Jun 23 05:38 AM | Likes Like |Link to Comment
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