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  • Swine Flu AND Medical News Concentrator January 1, 2014 To February 14, 2014. 292 comments
    Jan 1, 2014 1:25 AM

    This instablog is designed as an interactive News Concentrator devoted to news and discussions about Swine Flu and other medical news.

    The top portion of the instablog contains useful background information/ charts.

    Up-to-date news content is posed in the comments area. So if you are interested in current news, read the comments.

    _____________________

    Some Definitions:

    What is Reassortment

    When two different virus strains infect the same host, they often exchange genes, a process known as reassortment.

    A significant number of experts are concerned that as H5N1 (Avian Flu) spreads more widely and infects more people, it will come across more hosts who are also carrying human flu viruses. This increases the likelihood of a new strain emerging that has the severity of the bird flu virus and the infection rate of the swine flu virus, leading to a new global pandemic with much deadlier consequences than the one we are experiencing at the moment.

    What is R naught (R 0)

    How many people the average infected person infects is called the basic reproductive number, or R0 (pronounced "R naught").

    Measles, which is probably mankind's most contagious infection, has an R0 of about 18. Polio's number is about 6; severe acute respiratory syndrome (SARS) about 5. For seasonal flu strains, the R0 is about 1.2, and for pandemic strains it is rarely higher than 2. For the novel H1N1 strain, it's about 1.6. What this low R0 means is that flu outbreaks are always teetering on the verge of having their myriad chains of transmission broken by people who get infected but don't pass the virus to anyone else.

    Swine Flu - Novel H1N1 flu, popularly known as swine flu, is a respiratory infection caused by an influenza virus first recognized in spring 2009. The new virus, which is officially called swine influenza A (H1N1), contains genetic material from human, swine and avian flu viruses. (By Mayo Clinic staff)

    Pandemic - The word "pandemic" comes from the Greek "pan-", "all" + "demos", "people or population" = "pandemos" = "all the people." A pandemic affects all (nearly all) of the people.

    A World Health Organization phase 6 pandemic indicates that influenza due to the novel H1N1 swine flu is occurring in multiple countries around the world and that human infection is widespread. The classification does not reflect the severity of individual infections.

    Cytokine Storm -
    When our body detects foreign micro-organisms indicating an infection, our body might respond by over-protecting the site of infection. The body may race so many antibodies to the infection site that they collect in what is known as a cytokine storm.

    A cytokine storm, or "Hypercytokinemia" is a potentially fatal immune reaction consisting of a positive feedback loop between cytokines and immune cells.
    www.wisegeek.com/what-is-the-cytokine-st...

    A positive feedback loop means that as something increases, that increase stimulates further growth.

    What makes younger people more susceptible to H1N1 is that their "vigorous immune systems pour out antibodies to attack the new virus. That can inflame lung cells until they leak fluid, which can overwhelm the lungs.

    This vulnerability in the young is reminiscent of the Spanish flu of 1918. That strain of flu also struck mostly healthy young adults.

    Pulmonary Embolism - Occurs when a blood clot forms in an arm or leg breaks free and enters the lungs where it is too large to pass through the small vessels of the lungs and forms a blockage. This stops blood from flowing into an area of the lung, and the part of the lung dies because it does not receive oxygen.
    medicalnewstoday.com/articles/153796.php

    What is an Emergency Use Authorization (EUA)?
    An EUA may be issued by the Food and Drug Administration (FDA) to allow either the use of an unapproved medical product or an unapproved use of an approved medical product during certain types of emergencies with specified agents.

    What is the PREP Act?
    The PREP Act authorizes the Secretary of the Department of Health and Human Services ("Secretary") to issue a declaration ("PREP Act declaration") that provides immunity from tort liability (except for willful misconduct) for claims of loss caused, arising out of, relating to, or resulting from administration or use of countermeasures to diseases, threats and conditions determined by the Secretary to constitute a present, or credible risk of a future public health emergency to entities and individuals involved in the development, manufacture, testing, distribution, administration, and use of such countermeasures.

    The PREP Act also authorizes an emergency fund in the United States Treasury to provide compensation for injuries directly caused by administration or use of a countermeasure covered by the Secretary's declaration. While no funds have been appropriated for this purpose, if funds are appropriated, compensation may then be available for medical benefits, lost wages and death benefits to individuals for specified injuries.
    cdc.gov/h1n1flu/eua/qa.htm

    What are Clinical Trials:
    Clinical trials, also known as clinical studies, are research studies in which scientists and doctors test new drugs and treatments to see if they will improve health. Many of today's treatments for cancer are based on the results of past clinical trials. Because of progress made through clinical trials, many people treated for cancer are now living longer.

    Clinical trials are divided into four phases.
    Phase 1 trials: These trials are the first time a new drug or treatment is given to humans. They are normally carried out in a small number of volunteers (typically 6-20 people) who may include healthy volunteers or patients with the disease for which the product is intended as a treatment in order to find out how safe the treatment is. They also look at how a new drug should be given (by mouth, injected into muscle or the bloodstream, etc.), how often and at what dose. Phase 1 trials can also involve patients for whom standard therapies have failed and for whom no other therapies are available.

    Phase 2 trials: These trials involve larger numbers of people (typically 12 - 50). Phase 2 trials continue to look at safety of the therapy but also test how well the new drug or treatment works in patients with different disease types.

    Phase 3 trials: These are large studies (100+ people) that look at how well a new drug or treatment works in comparison to current therapies to see which treatment is better. Those taking part are usually divided into two treatment groups: standard treatment versus new treatment.

    Phase 4 trials: These trials are usually carried out after the drug or treatment has been approved by the FDA and is readily available for use in the general patient population. The purpose of Phase 4 trials is to continue to study the effects of the drug or treatment on different populations and to look for side effects associated with long-term use.
    Back to Top

    What is a Protocol:
    Clinical trials use written guidelines called protocols. The protocol explains what the trial hopes to accomplish, how the trial will be carried out, and why each part of the trial is necessary. For example, the protocol includes:

    * The reason for doing the trial
    * How many people will be in the trial
    * Who is eligible to take part in the trial
    * What study drugs participants will need to take
    * What medical tests participants will have and how often
    * What information will be gathered

    Every doctor or research center that takes part in the trial uses the same protocol. This makes sure that patients are treated identically no matter where they are receiving treatment, and that information from all the centers taking part can be combined and compared.

    Why Slow Production for Traditionally Produced (chicken eggs) Swine Flu Vaccine:
    One dose of swine flu vaccine for every two eggs, compared with two doses of
    seasonal flu vaccine per egg

    Sorry if the link does not work... it appears the Boston Globe newspaper appears to be playing games with link addresses... Just copy the link, and Google it.

    http://www.boston.com/business/healthcare/articles/2009/10/22/quest_for_swine_flu_vaccine_giving_some_firms_a_boost/

    _____________________
    Brief Overview of Categories of H1N1/ Vaccine Investment Plays:

    I - Vaccines / Prevention
    1) Production Method / Capacity plays (NASDAQ:NVAX) (NASDAQ:VICL) (NYSE:NVS) (NASDAQ:INO) (NYSE:CSL)
    2) Nationalistic / Population Size Play (SVA - China) (NVAX - India)
    3) Injection / Vaccine support services (syringes etc.) (NYSE:BAX) (NYSE:BDX)
    4) Outsourced production plays
    5) Bio -Defense (MDCGF - France)
    6) Anti-Mutation / Pan-Influenza Play (NYSEMKT:CVM) (NYSEMKT:NNVC) (INO)
    7) Universal Flu Vaccine Play (INO)

    II - Treatment After Infection Occurs:
    1) Dealing with severe lung infections (Fludase® (DAS181)) (NYSE:CBM) (OTCQB:AEMD)
    2) ICU treatments (NASDAQ:BCRX) (NYSE:GSK) (NYSE:ROG)
    III - Population Avoidance:
    1) masks/ disinfectants… Surgical masks are good enough (NYSEMKT:APT) (NYSE:MMM) (NYSE:CLX) (NYSE:ECL) (OTCQB:PURE)

    IV - Testing do you have it? (NASDAQ:GPRO)
    1) Test kits - (NYSE:DGX)

    V - Merger / Acquisitions / Licensing (VICL) (NVAX)
    _____________________
    Sorry this is still a graphic instead of a table. I played with the table tool, but its a
    PITA to work with.

    Swine Flu Companies Discussed and Their Web Sites

    _____________________
    Swine Flu Hits Stuffed Animal World:

    Link to 2011 H1N1 US Flu Outbreak Map is broken... sorry.

    Red Cross Tips For Dealing With The Flu:

    IF YOU ARE ILL -
    * Stay in a room separate from common areas of the home and avoid contact with others as much as possible.

    * Stay at home for at least 24 hours after their fever is gone without using medicine to reduce the fever.

    * Get lots of rest and drink plenty of fluids.

    * Consider wearing a face mask, if available and tolerable, when sharing common spaces with household members. (ed - surgical masks ok).

    * Check with your healthcare provider about whether to take antiviral medication, or if fever persists, whether antibiotics are needed.

    WHEN CARING FOR SOMEONE WHO HAS THE FLU -
    *Disinfect door knobs, switches, handles, toys and other surfaces that everyone touches.

    * Use detergent and very hot water to do dishes and wash clothes. It's okay to wash everyone's dishes and clothes together. Wash your hands after handling dirty laundry.

    * Designate only one adult as the caregiver. People at increased risk of severe illness from the flu should not be caregivers.

    * Although not mentioned by the Red Cross, the caregiver should probably ware a surgical mask as well when entering the sick room.

    * Deal with crisis situations calmly and confidently to give the best support to the person being cared for.
    _____________________

    MayoClinic.com Provides Credible, Up-to-Date Information And Decision-Support Tools For Flu Season

    Click here to link to the Mayo tool:
    www.mayoclinic.com/health/flu-symptoms/F...

    _____________________
    Suggested Protocol For Schools To Decide When Flu Should Trigger A Shutdown
    www.medicalnewstoday.com/articles/169984.php

    After comparing more than two dozen possible scenarios for closing a school, the analysis suggested three optimal scenarios:

    1. A single-day influenza-related absentee rate of 5 percent

    2. Absenteeism of 4 percent or more on two consecutive days

    3. Absenteeism of 3 percent or more on three consecutive days

    Disclosure: (sometimes trading, sometimes holding)

    Disease outbreak map on Globalincident.com

    tinyurl.com/c8f3do

    Link from Guns and OG.

Back To FocalPoint Analytics' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (292)
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  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    Happy New Year Rattie!

     

    Thanks for keeping this going!

     

    HardToLove
    1 Jan, 06:32 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Ditto FPA -- always feel I take much more off this Medical News concentrator than I give back. Need to change that!
    Many thanks,
    mj
    1 Jan, 08:46 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Thanks, FPA, for hosting this fantastic medical Insta!

     

    The Stellar Bioscience's lock box (IIRC) will be opening up on the 5th, but I also recall something about the 21st; have to go back and check. Looking to establish a position in (OTCPK:SBOTF) this month. If I am correct, several million $1.05 shares will soon be available to turn a profit. Closing SBOTF price last year (yikes, last year?) was $1.76.

     

    Cracks me up that one of my favorites stocks to double this year involves the Ventura County giant sea snail!

     

    Thanks, again, FPA!
    1 Jan, 02:33 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5947) | Send Message
     
    Author’s reply » Thanks very much guys. I want to take the time to point out how much I appreciate the people that follow and contribute to the concentrators...

     

    It's you the participants, with your perspectives, that put the information into a useful context that adds so much more interpretative value to the raw information.

     

    It's one thing to read the news in isolation, it's a whole different thing to put your feet up around the virtual country store stove, sit down with your virtual neighbors, and discuss the news. Happy New Year Everyone!
    1 Jan, 06:56 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Great metaphor, FPA!

     

    Here is some fat to chew today around that virtual stove.

     

    MERS novel coronavirus continues to have >40% mortality.
    http://bit.ly/1hY6rM5

     

    China now has an H5N1 outbreak in chickens, in addition to the ongoing H7N9 problems:
    http://bit.ly/1hY6s2E

     

    The H7N9 bug is not only deadly to old folks, but seems to be particularly virulent in pregnant women:
    http://bit.ly/1hY6s2H
    2 Jan, 12:58 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    NVAX had a big drop this morning down to $4.91 ... still weak around $5

     

    H1N1 is rampant here in the USA, especially the young. About 15 states affected so far and its sweeping across the USA
    2 Jan, 01:49 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I just got the latest weekly Influenza Surveillance Report from NYDOH by email. PDF available here: http://bit.ly/1l4Lsty

     

    Flu reported as "widespread" each of past 3 weeks, with a doubling of lab-confirmed cases each week. Good graphs of this in report.

     

    Definitely into the season, but I have not heard yet from the commissioner whether the new rule about masks for all unvaccinated employees is in effect yet.

     

    EDIT: oops! I spoke too soon. I was off sailing in the Caribbean and out of email range when the commish declared it: http://bit.ly/1ddTaua
    2 Jan, 02:41 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Thanks a bunch, FPA!

     

    Your analysis of some really complex material is most definitely appreciated!
    WT
    2 Jan, 03:47 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    (ADHD) I have had my eye on this for a few months.

     

    May take a nibble soon:
    http://bit.ly/1eYMSpa

     

    Very promising orphan label for an old drug in a new use if approved, "primarily inattentive ADHD."

     

    A powerpoint presentation of the story: http://bit.ly/1eYMQNT
    2 Jan, 04:21 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Started my position in (ADHD) today as it dipped to 17.25.

     

    Here is a useful interview of the CEO:
    http://bloom.bg/19MWLUO
    6 Jan, 12:43 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Excellent interview Doc. The more I learn about this company the more I like what I hear.
    Thx
    mj
    6 Jan, 01:05 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Treatment of ADHD is the bread and butter of my subspecialty (Child and Adolescent Psychiatry). I think this drug shows tremendous promise as a non-stimulant alternative to the standard drugs, as the CEO notes in the interview.

     

    Although we do not fully understand the mechanism of metadoxine, which appears different from the dopamine boosting effects of stimulants, the studies so far look very good in both efficacy and safety. It may turn out to be a useful adjunctive treatment, along with the standard stimulants, when effective doses of methylphenidate (Ritalin) or amphetamines (Adderall) are poorly tolerated due to sleep or appetite disturbances. Lower the dose of the stimulant and add metadoxine to boost attention benefits. As far as I can tell, there are no published reports of this yet. But doctors are sure to try it once the drug is available.

     

    http://bit.ly/1gB5Kb7
    6 Jan, 01:12 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Stellar Biotechnologies Issues Year-End Results and Highlights From 2013:

     

    http://yhoo.it/19O4ijR

     

    Plus...

     

    Stellar's strategic objectives for 2014 are:
    •Expand our Stellar KLH™ technology portfolio through ongoing research and development and selective acquisition, while maintaining a strong balance sheet with careful resource management.
    •Seize opportunities for commercial growth that build on our strengths and core competencies in KLH development and immunotherapy.
    •Identify strategic pathways that leverage our Stellar KLH™ products and expertise into immunotherapy solutions.
    •Prepare for transition to major U.S. stock exchange

     

    Frank Oakes, Stellar's President and CEO said, "We are entering 2014 with unmatched competency in sustainable KLH manufacturing and focused on leveraging this position into new opportunities with key stakeholders and commercial partners in the biopharma industry. We have built high barriers around Stellar's technology platform, and we are now aggressively expanding with our own immunotherapy development program, further broadening our business potential. This combination of robust platform together with multiple avenues for strategic growth, positions Stellar to capture significant market interest in the future."

     

    ####

     

    The, "Prepare for transition to a major US stock Exchange," I found curiously important.

     

    For those of you that don't know this, when a "F" appears at the end of a ticker, the "F" stands for "foreign." Many pipsqueak traders who gamer-trade on discount trading platforms like I do with TradeKing, cannot buy an "F" stock using that platform.

     

    For instance, I can't buy Lynas Corp (OTCPK:LYSCF) via TradeKing, and had to "employ" my Wells broker to buy my recent Lynas purchases. Same goes for Stellar.

     

    Further, I have to pay my broker a higher commission to buy Aussie-based Lynas ($170.00) vs. say buying LINE ($106.00 per trade).

     

    If/when Stellar becomes US listed, this allows for a cheaper entry price commission-wise; in my case almost $100/trade, or more.

     

    I will be tracking Stellar like a hawk over the next few weeks, but right now, it doesn't look like shareholders are selling before Jan.5, when the initial lockbox of 5M shares gets unlocked.

     

    (Again, I haven't yet brushed up on the lockbox in months, but will do so in the next couple of days. What concerns me is that my memory is most likely wrong about the Jan. 5 date, because that's a Sunday...more work to do)
    2 Jan, 05:12 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    Maya: Try (OTCQX:LYSDY)? It's the ADR.

     

    HardToLove
    2 Jan, 06:39 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Maya,
    Maybe I misunderstood your post above -- but $170 per trade seems a bit steep from your broker for an ASX purchase (LYC:AU) when Fidelity charges AUD$32 per trade on the ASX.
    mj
    2 Jan, 06:40 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Mercy: Yes, that's what I pay for my broker's sage advice. That's why my brokerage account is more or less, buy and hold. I could do trading via one of his assistants for around $29/trade (and last year, Wells had a 100 free trade deal using their trading platform). But what I gain during our 20, 30 or 45 minute conversations is invaluable, to me. Although, because of QuickChat, sometimes I think my broker wants to learn what I've learned here, more than what I want to learn from him ;-)

     

    In a way it's a good thing during a rising market, because the higher commission costs of being nimble, keeps me in, rather than trying to time the market. I'll take that any year the S&P is up around 26%. Add in the previous years, and proof of the pudding, the plan is working.

     

    Thanks for the advice, Mercy, and you too, HTL.
    2 Jan, 07:31 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    I feel for you, Maya. My husband and I have a running joke-if we stop when we need three items at the supermarket he remembers one item, I remember one item, and we go back to the store another time for the third item! My first rule of due diligence: I can't trust my memory.
    2 Jan, 06:36 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    What rankles my oats, is when I compile a grocery list over a week or so, and still forget something!
    2 Jan, 07:36 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    We sometimes forget to take the list and leave it hanging in the kitchen!
    "Where's the list? I thought you took it... check your pockets!"
    "I don't have it. Check your purse..."
    For real.
    3 Jan, 01:18 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    German authority can't determine efficacy superiority for Eylea in macular edema
    IQWiG, Germany's cost gatekeeper, struck a blow to Regeneron (REGN -0.5%) and Bayer's (BAYZF -4.1%) Eylea Thursday, saying it could not determine whether the drug is superior to Lucentis (NVS -2.1%) in treating macular edema.As Reuters notes, the institute's position "could affect the level of reimbursement by public insurers for Eylea in Germany."
    3 Jan, 03:54 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Maxim hikes target on Gilead as Sovaldi continues to impress
    "We are not surprised by the initial robust nature of scripts as we know there have been patients warehoused," Maxim's Jason Kolbert says, referencing the strong start for Gilead's (GILD -0.5%) HCV treatment Sovaldi."This is only the beginning," Kolbert predicts, noting that "based on the recent top-line data from the ION trials ... Sovaldi is viable as an STR ... and will open up the HCV marketplace."Price target hiked to $98 from $89.
    3 Jan, 03:58 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    I'm going to make a call here, IMO I think GILD goes higher, and Vertex possibly lower. There is an option play here IMO. I hold no positions. But this goes with my short thesis....Vertex hepC drug is getting outclassed now..but they have another drug coming up for approval. Their outcome relies on the pipeline, not what's selling now. Caveat Emptor.
    3 Jan, 04:10 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    I couldn't add this, but here is a good overview of GILD vs. competition and the reasoning for it to go to $100

     

    http://seekingalpha.co...
    3 Jan, 04:16 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10802) | Send Message
     
    Here is a nice roundup that includes some of our favorites and some others. http://bit.ly/1d5GxH0 Thanks for the forum FPA. Did you dip a toe into (GALE)?
    3 Jan, 11:29 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10802) | Send Message
     
    Is Myriad Genetics (MYGN) a buy? Myriad Genetics, Inc., is a molecular diagnostic company, engaged in making a difference in patients' lives through the discovery and commercialization of transformative tests which assess a person's risk of developing disease, guide treatment decisions and assess risk of disease progression and recurrence. The Company's business segments include: research, molecular diagnostics and companion diagnostics. The research segment is engaged in the discovery of genes related to major common diseases and includes corporate services such as finance, human resources, legal, and information technology. The molecular diagnostics segment provides testing that is designed to assess an individual's risk for developing disease later in life, identify a patient's likelihood of responding to drug therapy and guide a patient's dosing to ensure optimal treatment, or assess a patient's risk of disease progression and disease recurrence. The companion diagnostics segment provides testing products and services to the pharmaceutical, biotechnology and medical research industries. The Company offers nine commercial molecular diagnostic tests, including six predictive medicine tests, two personalized medicine tests, and one prognostic medicine test. The Company markets these tests through its sales force of approximately 400 people in the United States. It also markets BRACAnalysis, COLARIS, COLARIS AP, and Prolaris tests through its European sales force. The Company's competitors include other molecular diagnostic companies, diagnostic reference laboratories, large multi-national healthcare companies, and universities and other research institutions. The Company has 234 patents as well as patent applications in the United States and foreign countries. The patents and patent applications cover diagnostic biomarkers, genes, proteins, gene expression signatures, antibodies, primers, probes, assays, disease-associated genetic mutations and single-nucleotide polymorphisms, methods for determining genetic predisposition, methods for disease diagnosis, methods for determining disease progression, methods for correlation claims, and methods for disease treatment, and general molecular diagnostic techniques. The Company's U.S. patents relating to BRACAnalysis, COLARIS, COLARIS AP, MELARIS, PREZEON, PANEXIA and TruCulture also have related foreign issued patents in countries, including in Europe, Canada, Japan, Australia and New Zealand, claiming similar subject matter and having similar expiration dates. The services that the Company provides are regulated by federal, state and foreign governmental authorities. With a P/E slightly above 10 good margins and management I think it is. It's facing some head winds due to cost cutting in Medicare but I think it will overcome those and move higher. Any thoughts?
    3 Jan, 11:53 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Yep, my memory served me incorrectly. Stellar's lock box opens up on the 10th, and then more will be open for sale on the 21st. Today, Stellar's volume is very low; 39,270, with a 3 month daily volume average of 277,851. Here's the vitals for the lockbox shares:

     

    SBOTF) (TSX-V: KLH), announced today, further to its news releases of August 22, 2013 and September 10, 2013, the closing of its private placement raising total gross proceeds of US$12,000,000 (the “Private Placement”). The proceeds of the Private Placement will be used for product research, aquaculture and KLH production development, capital expenditures and working capital.

     

    “We are very gratified by the successful and strong closing of this offering. With a sound balance sheet, validation from industry investment, and continued support from Stellar’s major shareholders, we can execute our expansion plans with confidence,” said Frank Oakes, Stellar President and CEO. “Our team is eager to capitalize on the broadened recognition for Stellar’s immunotherapy research and KLH leadership, and turn each strategic initiative into long-term shareholder value.”

     

    In connection with the Private Placement, the Company issued a total of 11,428,570 units (the “Units”) for total gross proceeds of US$12,000,000, completed in two closings ($10 Million in gross proceeds announced September 10, 2013 (the “Initial Closing”) and an additional $2 Million in gross proceeds announced today (the “Final Closing”). The Private Placement included a brokered portion sold to institutional and accredited investors totaling US$5,000,000 (4,761,903 Units) (the "Brokered Offering") and a non-brokered portion totaling US$7,000,000 (6,666,667 Units) (the "Non-brokered Offering").

     

    The Non-Brokered Offering included a US$5,000,000 investment by Amaran Biotechnology, Inc., a privately-held Taiwan biotech company and biopharmaceuticals contract manufacturer.

     

    Each Unit, sold for US$1.05, comprises one share of Stellar’s common stock and one half of a share purchase warrant (each whole warrant, a “Warrant”). Each Warrant entitles the holder to purchase one additional share of Stellar’s common stock at a purchase price of US$1.35 for a period of three years from the issuance date of the Warrants.

     

    Newport Coast Securities, Inc., an SEC registered broker-dealer and FINRA member firm, served as exclusive placement agent on behalf of the Company for the Brokered Offering and received a commission totaling US$346,325 and 333,333 placement agent warrants (the “Agent Warrants”). Each Agent Warrant entitles the holder to purchase one additional share of Stellar’s common stock at a purchase price of US$1.05 for a period of three years from the issuance date of the Agent Warrants.

     

    Subject to additional requirements imposed by the US Securities Act requiring longer hold-periods on certain of the securities for resale by US subscribers in the US market and a lock-up agreement with certain holders of the securities, the securities issued in the Initial Closing (2,857,143 Brokered Offering Units, 6,666,667 Non-Brokered Offering Units, and 200,000 Agent Warrants) are subject to a hold period expiring January 10, 2014 and the securities issued in the Final Closing (1,904,760 Brokered Offering Units and 133,333 Agent Warrants) are subject to a hold period expiring January 21, 2014.
    3 Jan, 02:19 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    http://yhoo.it/1936QfS
    H1N1 flu claims five lives in Canada's Alberta province
    3 Jan, 08:33 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    http://bit.ly/1cv5V2t
    Seasonal flu widespread in the United States: CDC
    4 Jan, 06:14 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Yes, but it is not too late to get vaccinated, if you have not already done so.

     

    CDC Flu Map
    http://1.usa.gov/JAwQUh

     

    Children and folks over 65 are at greatest risk of death associated with influenza.
    4 Jan, 11:51 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    MNKD ... Want to read some touting by an investment fund, read this:
    http://bit.ly/1eeRIJL

     

    disclosure, I am long MNKD
    6 Jan, 07:44 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Nothing new in that long-winded tout, but a fair summary of the important info about a revolutionary product.

     

    Key is the upcoming PDUFA date in April.

     

    His valuation of 4 to 30x current share price is really shotgunning it.
    6 Jan, 09:11 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    SM, that was my take too...but still found it worth posting.
    6 Jan, 09:37 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I applied today to begin trading options in my Schwab account. I am very much a novice in this area, and would appreciate any suggestions from more experienced participants about the best reading material to learn this game.

     

    My dad has been using options against his long-held blue chips for years to supplement his retirement income. I am thinking of giving it a try with covered calls on my pharma stocks that I intend to hold for awhile as their stories unfold, such as (ACAD), (MNKD), (ARNA) and now (ADHD).

     

    Suggestions?
    6 Jan, 12:59 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SMaturin-

     

    Re:covered options-

     

    I currently hold 1000 (MKND) on which I'm on my third set of covered calls writes. When the stock hit $5.25 I sold 10 Call contracts of the January 24 $5.50s for a net proceeds of $334.00 for the sale.
    The stock has been strong for the last week, close to but not closing at $6.00. It closed today at $5.60 and the Calls I sold for $.33 are now going for .43. If the stock stays at this price or goes higher my return will not change. I will receive $5.50 for the stock and the $.33 I originally sold the Calls for. If I like the stock I can re-buy it and start over. I like writing for somewhere between three and six week chunks. A lot of work but it can pay off.

     

    If the price goes to no more than $5.49 and it has not been called then I don't have to do a repurchase and can do it all over again. I found the best strategy is to wait until the stock has a four or five day run up before writing the Calls. I figure the price will drop improving my Buy-Write return. I also don't like to write in-the-money Calls. It just rubs against my sensitivities. Other traders like to write in-the-money stuff both ways, Calls and Puts.

     

    One example, Doc- let me know if I can add some more to clarify.

     

    WT
    7 Jan, 12:56 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    SM,
    I am NOT a "more experienced [options] participant" since I do not like the additional constraints of expiration dates and capped upside on my trading and investing -- i.e. I prefer to buy and sell when I want -- for what I want -- depending on several market variables.

     

    Having said that -- I do follow call/put ratios as one of several inputs in making trading decisions and I also follow Jeff Pierce on SA http://seekingalpha.co... So just FYI -- he recently pointed out a book which may be of interest to you -- it has received some good reviews: Christopher Ebert, co-author of the popular option trading book "Show Me Your Options!"
    mj
    7 Jan, 06:22 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    WT, Mercy, and OG (by PM),

     

    The ideas are much appreciated. As suggested by OG, I shall try the tutorial that Schwab offers online, and maybe one of the local Schwab seminars. Looking at potential books to read, as well.

     

    WT, your description of covered calls with MNKD is exactly what I had in mind with my 1000 shares.

     

    Thanks, all.
    7 Jan, 10:03 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    You will also want to govern what stocks you buy depending on how rich the options are. You want stocks that have options that are liquid, that command a decent premium. Not all stocks are good candidates. And, this is something that changes frequently.
    7 Jan, 11:21 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re:Option wriites

     

    Glad it helped, Doc.
    7 Jan, 11:29 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Sold my first calls today.

     

    Settle Date: 01/09/2014
    Action: Sold Short
    Quantity: 10
    Symbol: ACAD 01/18/2014 25.00 C
    Unit Price: $0.40

     

    Thanks, folks.
    9 Jan, 12:27 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    congrats SM, just be careful and understand the risks....there will be times it works great, others you will wish u never heard of options. Never be afraid to get advice here & professional advice too.
    9 Jan, 04:34 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    SMAturin: an older article that will add some depth "Covered Calls: Selecting The Strike And Expiration"

     

    http://seekingalpha.co...

     

    The Options Industry Council has some good intro stuff. Been a long time sine I went there and I see they've changed, so I hope it's still useful.

     

    http://bit.ly/MqFli0

     

    Here's the Najarians' site - I've not visited so don't know what all it provides.

     

    http://bit.ly/1btj9mv

     

    HTH,
    HardToLove
    9 Jan, 06:00 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Pharmacyclics halted
    Shares of Pharmacyclics (PCYC) are halted.
    News pending
    7 Jan, 09:34 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    (OTCQB:AHRO) up12% today to $.47
    7 Jan, 11:37 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    (CYTK) takes an 8% jump today- Closes at $7.82.
    7 Jan, 05:07 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Sheesh! I gave up on Zalicus (ZLCS) late last year, after it dropped like a lead balloon, from $7.00 to a buck.

     

    But it's back up to $2.00 today, and currently up over 41% just today alone.

     

    I can find no news as to why.
    8 Jan, 12:10 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >Maya-

     

    RE: (ZLCS), 35% in one day!

     

    Might be time for some serious exploring-

     

    EDIT- The only thing I see is an SEC filing that the president disposed of 8K shares on 3 January but still holds 132K shares. No news there.
    8 Jan, 08:28 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10802) | Send Message
     
    Galena Biopharma (GALE) may have just become a take out target. http://yhoo.it/JHVBy3
    8 Jan, 01:29 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Zogenix up .66 cents after 2 big block trades cross. Is something up ?
    8 Jan, 08:10 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    I read that Novartis renewed their deal with ZLCS. I read it on a message board and did not check for an SEC filing.
    9 Jan, 12:21 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Gonorrhea, Syphilis Regain Traction in U.S., CDC Reports

     

    http://bloom.bg/1gGjAZW
    9 Jan, 05:44 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    http://yhoo.it/19fxtyj
    Canada reports first H5N1 bird flu death in North America

     

    This flu thing is serious, not from a stock price point but a legitimate threat to your family. A friend of my family's son-in-law died and was buried Monday....he was 45 y/o, strong, healthy with 3 young children ....he died from the flu. Please be sure your kids and grandkids are vaccinated. This thing is really hitting the young hard.
    9 Jan, 06:00 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10802) | Send Message
     
    Folks are dropping at an alarming rate in TX. The first death in El Paso happened the day before yesterday. http://bit.ly/19VVZ83 There have been thirteen deaths in the Houston area and the CDC states that Texas has a high rate of flu activity. http://bit.ly/19VVYku
    9 Jan, 05:58 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Robert: Just had my annual physical today, and my doctor, who is a top doctor in rare skin diseases in my area, said that swine flu is growing rapidly here in PA.
    9 Jan, 06:40 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Robert, it is a sad fact that Texas has many folks who refuse vaccinations. Healthy lifestyle and wishful thinking is not enough to prevent the flu.

     

    We have a serious flu season underway and the death toll, not just in infants and the elderly, is mounting.

     

    http://1.usa.gov/1akRySs
    9 Jan, 10:01 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Study of Intercept liver treatment stopped early due to success
    A Phase II trial of Intercept Pharmaceuticals' (ICPT) obeticholic acid (OCA) for the treatment of a chronic liver disease called nonalcoholic steatohepatitis (NASH) has been stopped early due to the therapy meeting the primary endpoint of the trial.NASH is caused by excessive fat accumulation in the liver, and can lead to cirrhosis, eventual liver failure and death. No drugs have been approved for the treatment of NASH."On its current trajectory, the disease is projected to become the leading indication for liver transplant," Intercept says.Shares skyrocket 109%. (PR)
    | 8:02 AM|Comment!
    9 Jan, 08:08 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Sangamo BioSciences unveils collaboration with Biogen
    Shares in Sangamo BioSciences (SGMO) jump 15.4% after it announces a partnership with Biogen Idec (BIIB) for the development of new therapies for two inherited blood disorders, sickle cell disease and beta-thalassemia.Sangamo will receive $20M up front, as much as $300M in milestone payments and royalties.The companies will use Sangamo's zinc finger nuclease genome-editing technology to address "the abnormal structure or underproduction of hemoglobin" by eliminating a key regulator of gene expression or inserting a corrective gene that will replace a defective one causing disease. (PR)Sangamo is holding a conference call to discuss the deal.
    9 Jan, 08:44 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    MNKD up .60 -.70 yesterday, up $1.09 today.....what's up ?
    9 Jan, 03:43 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Wish I knew!

     

    Just glad I did not write the $6 calls for .45 yesterday, as I had considered!

     

    Perhaps this pump piece earlier in the week, but it had no real news in it: http://seekingalpha.co...
    9 Jan, 04:19 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    I posted that article SM.....soon as it came out, you are very lucky.

     

    It gives the history very well, but sure touts things "repetitive".

     

    One more day of this and I will be even on what I purchased the day after the big run-up on news. I still think something is going on.
    9 Jan, 06:45 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    You were going to write the $6.00 (MNKD) calls but we're glad you didn't, just before the big pop. Good move on your part.

     

    I kinda hope you did eventually write them as you would be a happy camper right this minute, I believe with the stock right around $6.00.

     

    My $5.50s are still out there and should by all rights be Called by Friday but I will most likely buy the stock back partly with the premium I received and do it all over again.

     

    WT
    15 Jan, 07:49 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    WT, I have held off on MNKD calls because I think it will be volatile leading into the FDA event, and I am still learning how to understand the effects of volatility and catalyst events on options pricing. But I look at it and think about it daily, creating what ifs in my mind to see if I really understand the nature of the options chains.

     

    I did sell ARNA covered calls today, July $7 @$1.18, because I don't see that as likely to be so volatile or have a sudden run in the next few months, and if they get called away, I am ready to take my profits in ARNA and put them into something else, like OREX. I can watch and buy them back if nothing spectacular happens in the next 6 months, then do it again.
    15 Jan, 09:14 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Good deal, Doc-

     

    It kinda grows on you with the insurance aspect of covered Calls supporting the speculation.

     

    WT
    15 Jan, 10:50 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    VALENCIA, Calif., Jan. 10, 2014 (GLOBE NEWSWIRE) -- MannKind Corporation (Nasdaq:MNKD) today announced that the Endocrinologic and Metabolic Drugs Advisory Committee of the U.S. Food and Drug Administration (FDA) is tentatively scheduled on April 1, 2014 to review MannKind's New Drug Application (NDA) for AFREZZA (insulin human [rDNA origin]) Inhalation Powder. The date and details of the meeting are subject to confirmation by the FDA in a Federal Register notice. MannKind resubmitted the NDA on October 13, 2013 seeking approval to market AFREZZA in the United States with an indication to improve glycemic control in adults with type 1 or type 2 diabetes. The target date for the FDA to complete its review of the AFREZZA NDA is April 15, 2014.
    10 Jan, 06:06 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    This was leaked yesterday, causing the run up.
    10 Jan, 11:01 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    (MNKD) down $.95 at 11:50 am
    10 Jan, 11:46 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Never noticed MannKind was in Valencia until I drove past their offices last week visiting relatives there. I should have stopped in.
    10 Jan, 02:43 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Buyout Picks In Healthcare For 2014
    http://seekingalpha.co...
    10 Jan, 07:21 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Bio's with up coming events soon:

     

    http://seekingalpha.co...
    10 Jan, 08:39 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Chelsea Therapeutics tumbles as investors digest briefing docs
    Briefing docs are out for next week's Northera (CHTP) Ad Com.FDA staff list five arguments in favor of approval and seven against approval."The primary reason not to recommend approval is the lack of sufficient evidence of efficacy," the documents say.Full documentsCHTP -21% premarket

     

    | 8:24 AM|
    10 Jan, 08:42 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >LT-
    Thanks for the catalyst list.

     

    Wish (NWBO) was listed. My Jan $5 Calls turn into pumpkins in a week.
    10 Jan, 11:51 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    (CYTK) Up another 8% today to $9.06.

     

    Anybody have a clue? Wish I had more than I do.
    10 Jan, 11:57 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I am also clueless, and have been searching for real news. Last press release about pipeline P1 compound was a month ago. Pleased with the direction, solidly in the green for me.
    10 Jan, 01:11 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Checked the web site-
    Four products in Phase II and one in Phase i.

     

    Most recent press release was mid-December. Read the annual report (most). Finances healthy, not fighting off a hostile takeover or anything else.

     

    This kind of pps activity usually comes from or as the result of insider knowledge. I don't think I will sell just yet. Also quite green.

     

    What do you think?

     

    WT
    10 Jan, 02:28 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    (VICL) just popped 10%! What am I missing?
    10 Jan, 02:30 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Larry Smith doesn't know either:

     

    http://seekingalpha.co...
    12 Jan, 07:30 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re: (CYTK)

     

    Took no chances- Bailed on Friday. By the looks of things today a good move I think.
    13 Jan, 07:05 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Stellar Biotechnology's (OTCQB:SBOTF) lock box popped open today, and predictably, share price popped...downward 6.43% as of right now, on almost 2.5 times daily volume.

     

    I did some researching over the past few days and ran into the (infamous) Toby Smith doing an interview a while back with Stellar's CEO, Frank Oaks.

     

    As we all know, Toby Smith is a notorious pumper, but upon reading the interview, I learned that Stellar can sell its KLH molecules for $30,000 to $900,000/gram (previously I reported grams sold for $30,000 to $90,000.)

     

    That extra zero is pretty impressive, eh?

     

    Looking to establish a position soon.
    10 Jan, 03:27 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Spoke with my broker and he advised to wait about a week or so before establishing a half position with Stellar, because typically, share owners with shares coming out of the lock box want to sell off to even and then let the profits run.

     

    More about our conversation over in QC.
    10 Jan, 03:59 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    There seems to be an inordinate amount of buying activity in the pharma/biotech stocks recently and not just those in which I have interest. I am indeed pleased at pps increases in those I do have interest.

     

    (IRY) a pharma ETF I do use is up solidly as are most of its components. My take is that institutional investors are awash with cash and see pharmas as a good bet going into 2014. I think we will see buying increasing in this sector at the expense of some others possibly consumer discretionary, consumer durables and retail that will be the victims of an even lower labor participation rate and meager job creation as recently reported.

     

    IMHO

     

    WT
    11 Jan, 01:59 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Agree with you completely, WT. During the past 12 months healthcare has been the #1 sector performer -- and during the past month and YTD it is #1 by a long shot: http://bit.ly/1aggfMl
    mj
    11 Jan, 03:25 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >MJ-

     

    That's a great illustration of a change in attitudes over a relatively short time period. The FinWiz site is a favorite now thanks to you and OG.

     

    BTW- I could not get FinWiz to recognize Stellar Bio either the name or the symbol (OTCQB:SBOTF)
    14 Jan, 07:56 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    How Researchers Are Waging War on the Most Lethal Type of Cancer
    http://bit.ly/1eC3UGS
    13 Jan, 04:46 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Jan 13 (Reuters) - Galena Biopharma Inc :
    * Acquires Mills Pharmaceuticals Llc
    * Under the terms of the agreement, Galena paid an up-front payment to Mills
    Pharmaceuticals' owners
    * Expects to pursue expedited 505(b)(2) regulatory pathway to seek approval of
    gale-401 for treatment of essential thrombocythemia
    13 Jan, 07:33 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Updated - January 13, 2014 8:08 AM EST)
    Novavax, Inc. (Nasdaq: NVAX) announced the continuation of their partnership with PATH to develop Novavax' RSV (respiratory syncytial virus) vaccine for maternal immunization. Under this amendment, PATH will provide Novavax approximately $3.5 million in funding to support the ongoing Phase II dose-confirmatory clinical trial in women of childbearing age, initiated in October 2013. Under this partnership, Novavax and PATH will also initiate planning activities for clinical development of the vaccine in low-resource countries.
    Data from the ongoing Phase II clinical trial will provide additional evidence of the vaccine candidate's safety and establish the appropriate dose to be used in a follow-on clinical trial in pregnant women. By immunizing pregnant women, Novavax believes that high levels of protective maternal RSV antibodies will be transferred to their offspring through the placenta before birth, providing protection in early infancy when RSV infection is most dangerous.
    Under this partnership, PATH and Novavax may elect to continue to collaborate on additional clinical trials to further develop Novavax' RSV vaccine for maternal immunization in low-resource countries. Novavax retains global rights to commercialize the product and will support PATH in its goal to make the product affordable and available in low-resource countries.
    "PATH, an internationally recognized innovative global health organization, continues to support a key portion of the development expenses for our RSV vaccine candidate. We are gratified by PATH's continued funding of this vaccine development program, which has the potential to dramatically improve pediatric health worldwide," said Stanley C. Erck, President and CEO of Novavax.
    "We are pleased to be working with Novavax to support the development of a maternal RSV vaccine that has the potential to protect infants in low-resource countries during the critical early months of life," said Dr. John Donnelly, director of PATH's RSV vaccine project.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    13 Jan, 08:24 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    lots of bio news today

     

    Mast Therapeutics posts enormous gain
    Mast Therapeutics (MSTX) — which got some traction earlier this month after saying MST-188 "demonstrated a statistically significant improvement in numerous parameters of heart function," in a nonclinical heart failure model — closes the day with a 57% gain.
    Earlier, a trader purchased some 4K July $1 calls — volume in that strike was triple the existing open interest, according to OptionMonster.

     

    vrtx is a short IMO

     

    Vertex Pharma sees 2014 revenues below estimates
    Vertex Pharmaceuticals (VRTX -1.6%) is out with financial guidance ahead of its presentation at the JPMorgan Healthcare Conference on Tuesday.Cash and equivalents as of FY13 end: $1.47B.FY14 revenues seen at $570-600M versus consensus of $659.93B.Kalydeco net revenues for FY14 projected at: $470-500M.2014 projected opex: $900-950M. (PR)
    13 Jan, 04:27 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    JMP bullish on Ariad Pharma
    "FY14 should continue to be a catalyst-filled year with several data updates planned for ASCO (including GIST data) and EHA," JMP's Michael King says, reiterating a Market Perform rating on shares of Ariad Pharmaceuticals (ARIA -3.7%).JMP's target is $10, representing upside of 48% from Friday's close."Overall, management commentary on several fronts reinforces our positive outlook," King adds.
    13 Jan, 04:28 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    New concerns on avian flu in China
    A second person in Hong Kong has died from the H7N9 bird flu, according to officials.The first death in Hong Kong related to the virus occurred last month.The Chinese division of Yum Brands (YUM -0.6%) has suffered sales setbacks in the past over concerns on the avian flu strain.
    |10:48 AM|2 Comments
    14 Jan, 04:52 AM Reply Like
  • doubleguns
    , contributor
    Comments (8126) | Send Message
     
    Recent mainstream medical research is starting to point to what many natural researchers and medical doctors skeptical about the ability of vaccines to prevent disease have been saying for many years; namely that immune system antibodies are not able to fight infection by themselves nor are they an accurate indication of the presence of immunity.

     

    http://bit.ly/1a4aHdr

     

    Smaturin do you have any ideas on this.
    14 Jan, 10:24 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I cannot agree with the conclusion of the article, based on a single study of mice with unexpected results, that a century and a half of science examining the effectiveness of vaccinations against infectious diseases should be thrown out as erroneous. The interpretation that antibodies alone are the only mechanism triggered by vaccination to fight infections reflects a poor understanding of cellular immune responses.

     

    The immune system is a highly complex, evolutionarily-driven set of genetically-preprogrammed and adaptive biological systems, so complex that we are still learning the details of how it works.
    14 Jan, 10:40 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re: (VICL) WOW!

     

    Up over 18% today to $1.59.
    14 Jan, 04:15 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    (OREX) is back on my radar today, with a very nice presentation slide set in the recent 8-K. http://bit.ly/1fvslc6

     

    PDUFA date of June 10 for Contrave. I think the FDA will approve it this time, since Vivus and Arena have gotten their obesity drugs approved. Contrave will have a better efficacy profile than Belviq, and a better safety and side effects profile than Qsymia. They should also have a substantial dataset showing cardiovascular outcomes and safety, especially in diabetic populations.

     

    It popped today on this news, but I shall be watching for dips to buy in the run up to the June event.
    14 Jan, 04:20 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    (VICL) up another 8%.

     

    Ted Cohen Discusses-

     

    http://seekingalpha.co...

     

    Also posted on QC

     

    WT
    15 Jan, 02:50 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Zogenix could benefit from this over time:

     

    FDA changing and limiting Acetaminophen doses & drugs
    http://yhoo.it/1htUGNy
    16 Jan, 06:19 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re: (VICL)

     

    Apparently a mis-coding in a filing led people to believe stock was being purchased at market when actually the insiders only paid 1 cent per share. Stock off a bit $1.60 at 09:50.

     

    I am out.

     

    WT
    16 Jan, 09:53 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Excellent article on (ADHD):

     

    http://seekingalpha.co...
    16 Jan, 10:32 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Interesting graphic showing the concentrations of medicated children by state.

     

    Why such a difference?

     

    Nevada seems to have no affected children (at least very few medicated) while Iowa, Indiana, Kentucky, Arkansas, Louisiana and Virginia all have in excess of 9% of the child population on medication.
    16 Jan, 10:49 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    This reflects regional variations in prescribing practices, and the regional differences in availability of child and adolescent psychiatrists. It is not a reflection of regional differences in prevalence of disorder.

     

    Child psychiatry remains the most underserved subspecialty in medicine, so many rural or remote areas do not have access to child psychiatrists. Pediatricians are the largest prescribers of ADHD treatments, and they vary widely in their propensity to manage ADHD by prescribing stimulants or other medications.

     

    I suspect the differences also reflect demographic and political trends, but would not venture to speculate exactly how or why.
    16 Jan, 12:45 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10802) | Send Message
     
    Kick backs from big Pharma?
    16 Jan, 12:47 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Direct kickbacks, no, but in the past the "marketing" efforts of Big Pharma towards doctors were generous with perq's.

     

    Professional societies and governmental regulators have pushed for marked curtailment of freebies and dinners for doctors in recent years, to avoid such conflicts of interest.
    16 Jan, 12:52 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10802) | Send Message
     
    A new binary cholesterol drug from Merk has been recalled due to a packaging defect. http://wj.la/1cvAup3
    16 Jan, 01:56 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Second to last trade today of Stellar Bio. (OTCQB:SBOTF) was me buying a starter position. Volume from the lock box opening was low, meaning that legacy holders, or those who bought in during the October cap raise (at $1.05 per) were holding and not selling.

     

    Warrants become available to sell on Jan. 21. I expect few warrants will be converted.

     

    Got in at $1.7010.

     

    So now I own a fantastic cocktail party conversation stock; how when that pandemic virus comes, it's the Ventura County giant sea snail that will save humanity!

     

    Small point: The giant sea snail bleeds green blood.
    17 Jan, 04:14 PM Reply Like
  • doubleguns
    , contributor
    Comments (8126) | Send Message
     
    Maya, I think its green for cash. I saw the prices that stuff goes for, it should really be golden I think.
    17 Jan, 04:59 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re:(OTCQB:SBOTF)

     

    Good for you, Maya-
    I did the same thing at 15:50 at $1.71.

     

    .....green blood?

     

    Whoo boy- This critter will be in the next Sci-Fi flick for sure!

     

    WT
    17 Jan, 06:59 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    WT: Can you imagine holding just a quart of this stuff? Probably could by Finland.
    18 Jan, 02:13 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >Maya-

     

    Buy Finland?
    More likely Ireland with that color blood!
    18 Jan, 10:24 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Not sure if I'm gonna hold this one or not....I own too much of it.

     

    Why MNKD is a fave short now....

     

    http://seekingalpha.co...
    17 Jan, 07:55 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >LT-
    re:(MNKD)

     

    It should get a sympatico bounce this week after the full correction. What do you think, HTL?

     

    WT
    18 Jan, 10:26 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    WWT: haven't followed it, so just a quick look ...

     

    It's right atop the 200-day SMA here and the down move was on rising volume - not a good sign. It looks likely it's roughly reverted to the mean of the up leg, depending on where you consider the bottom of the up leg is.

     

    Oscillators are generally weakening and it looks like it's in a short-term consolidation pattern ATM. A rising support trend line ends right at the 200-day SMA AFAICT. The candlestick it made Friday is not positive - opened above the prior close (and only $0.01 below the prior high) and closed way down - an outside reversal? If so, that's bearish.

     

    It's roughly mid-way between the Bollingers too.

     

    Since a "death cross" occurred on 11/20 and a "golden cross" seems to be quite a way out, I think there should be no *strong* bullish impetus from those 50 and 200-day SMAs. With the 200-day and 50-day rising though, I think it's important to see if pps tends to ride the 200-day or break below it. If it breaks below, should move smartly to wherever the 50-day is at then.

     

    Looking at Friday's action, I note a sustained sell-of, on strong later volume from ~11:00 onwards. Deterioration accelerated from ~13:00 onwards and was steady except for a brief small retrace up from ~14:15-14:29, a consolidation and then a resumption of the down trend around 14:45. Volume in the last 15 minutes was strong, but no price movement occurred.

     

    All told, I would be surprised to see a bounce right away. If I was playing it with my $, I'd be waiting for a trend, other than sideways, to show itself.

     

    MHO,
    HardToLove
    18 Jan, 12:07 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Regarding the "fave short" article about (MNKD), I considered it garbage. I have not seen anything from that author I had confidence in as well-reasoned and informative.

     

    MNKD has a whopping big catalyst coming, with an FDA AdCom followed by a PDUFA to determine whether Afrezza should be approved this time around. I expect major volatility and many more garbage articles to stir it up in the next few months. Technicals might guide trading, but a binary event approaches, and I am betting on approval. Hence my skittishness about selling calls on my shares.
    18 Jan, 12:33 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >HTL-

     

    Re:(MNKD)

     

    Thanks!

     

    That is some "quick look." Much appreciated.

     

    WT
    18 Jan, 01:35 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Read your response to the (MNKD) Short pump.
    Nicely done-
    Looks like most everyone that read it agrees with you -
    A bunk article.

     

    34 LIKES!!! How'd you do that?

     

    WT
    18 Jan, 06:16 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I dunno! By telling the truth?

     

    The article was so bad and the comments so caustic I turned off the comment tracker and have not gone back to it.

     

    Life is too short to wade through garbage.
    18 Jan, 07:07 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    Would you feel skittish if you sold puts? You have to hold in cash the price of each 100 shares in your account to sell puts.
    18 Jan, 07:14 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I am studying that idea. At this point I am not authorized for selling puts, and would need to scrape up considerably more cash to do so.
    18 Jan, 07:18 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    NVAX up over 18% for the week.
    17 Jan, 11:37 PM Reply Like
  • doubleguns
    , contributor
    Comments (8126) | Send Message
     
    Green, finally I am in the green on all of this.
    19 Jan, 05:30 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Flu Virus Found in Wild Birds as Korea Quarantines Farms

     

    http://bloom.bg/Kpyx7A
    20 Jan, 03:54 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    http://bloom.bg/1hcIGPw

     

    Bird Flu Kills Health Worker, Stokes Transmission Concern
    21 Jan, 03:41 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Affymetrix Receives FDA Clearance of First-of-its-kind Postnatal Test for Developmental Delays and Intellectual Disabilities in Children
    CytoScan(R) Dx Assay represents a technology leap over traditional postnatal genetic tests and significantly improves diagnostic capability SANTA CLARA, Calif.--(BUSINESS WIRE)--January 21, 2014--
    Affymetrix, Inc. (NASDAQ: AFFX) today announced that it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) to market its CytoScan(R) Dx Assay. This assay is intended for the postnatal detection of DNA copy number variants (CNV) in patients referred for chromosomal testing. CytoScan Dx Assay is designed to help physicians diagnose children's developmental and intellectual disabilities more comprehensively by enabling a high-resolution genome-wide analysis of genetic aberrations. High resolution analysis can reveal small aberrations not readily seen using traditional techniques.
    "This clearance is first-of-its-kind, and represents a leap forward in molecular genetic testing. CytoScan Dx Assay is the first FDA-cleared test that analyzes the whole genome in a single assay at unprecedented resolution, which significantly improves diagnostic capability. Developing and clearing this assay establish Affymetrix as a leader in advancing molecular diagnostics by bringing high quality genomic tools into routine application in the clinic," said Frank Witney, CEO and President of Affymetrix. "We expect to be making CytoScan Dx Assay available to laboratories within the US in the next few months. In addition, the clearance by the FDA is an important milestone for supporting adoption in other key countries around the world where they are now evaluating advanced tools and tests like this."
    "We are pleased to have been selected by Affymetrix to be part of the clinical trial for CytoScan Dx Assay and found the performance data of this assay very impressive. With two to three percent of children in the United States having some form of developmental delay or intellectual disabilities, finding a diagnosis for the patient and their family can become a lengthy odyssey. This assay represents the best option for accelerating an accurate diagnosis," said Alka Chaubey, PhD, Director of the Greenwood Genetic Center's Cytogenetics Laboratory.
    For additional information on CytoScan Dx Assay, please email us at marketing@ affymetrix.com
    21 Jan, 06:04 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    LT: Your last few comments have no "like" button. I wonder if it's just me or are others seeing this too?

     

    HardToLove
    21 Jan, 06:32 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    they are not on mine either
    21 Jan, 06:53 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    and no reply button either
    21 Jan, 06:54 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    LT: I would reply to you but SA has made it impossible ... almost! :-))

     

    I've sent e-mail to support@seekingalpha.com on both problems as I subsequently saw the no reply as well.

     

    Got their standard crap in response "... unusual volume of ... can't replay as quickly as possible ... try this and this ..." the same crap for the last four or five months.

     

    If everybody and his/her brother sends a support request, they might actually fix it quickly. If not, then drowning in a flood of e-mails seems an appropriate punishment. :-))

     

    HardToLove
    21 Jan, 07:18 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Gilead's hepatitis C drug Sovaldi gets off to strong start
    Total prescriptions (TRx) for Gilead's (GILD +1.3%) hepatitis C pill Sovaldi rose almost 70% to 1,764 in the week ended January 10, although it's worth pointing out that previous weeks included the holidays."Still, the Solvadi scripts to date are impressive and point to early, strong demand for the new Hep C pill," says Adam Feuerstein.ISI analyst Mark Schoenebaum says: "If TRx were to only remain flat through year end and we assume 20% discounting on price and a similar capture rate to [Vertex Pharma's (VRTX)] Incivek for sales...we estimate that FY 2014 sales could be ~$2.4 B."
    21 Jan, 09:33 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    I reported the lack of "Like" box and "Reply" link and got the standard response.

     

    Suggest we all send a complaint like what follows:

     

    Posts on Instablogs I follow do not have "Like" boxes nor "Reply" links-
    Can you advise when this will be fixed?

     

    WT
    21 Jan, 11:01 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    3 bio's set for a breakout, this guy is positive on MNKD
    http://seekingalpha.co...
    21 Jan, 01:17 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Keryx Biopharmaceuticals to sell $90M in shares in public offering
    Keryx Biopharmaceuticals (KERX) will sell $90M in shares (15% overallotment) in a public offering.The company intends to use proceeds to fund inventory build-up and commercial activities relating to Zerenex, development of Zerenex in pre-dialysis, and other corporate purposes.KERX -3% AH
    21 Jan, 05:46 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    PT hike an excuse to take profits in Galena
    "We believe Galena (GALE -10%) is rapidly transforming itself into a multi-product oncology-focused company," says Needham analyst Chad Messer, reiterating his Buy rating and lifting the price target to $9 from $3.50."Since the beginning of the year the company had initiated a Phase II program for its ovarian cancer vaccine GALE-301, signed an agreement with Dr. Reddy's to fund development of lead drug NeuVax in gastric cancer, and acquired a Phase II ready specialty pharma product for essential thrombocytopenia (ET.) All of this progress comes on the heels of a successful Q4 launch of Galen'a first commercial product, Abstral."
    21 Jan, 05:47 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Started a position in Neuralstem (CUR) @ $3.17. Their recent new share issuance went for $2.91 ps and the warrant conversion option is at $3.61 IIRC.
    mj
    23 Jan, 10:35 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    MJ: CUR sounds like one dog of a stock! ;-)
    23 Jan, 02:30 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Could be Maya -- it's a spec stock in very early stages in a field (stem cell treatment for motor deficits) which appeals to me. If it starts to bark -- I will drop it fast.
    mj
    23 Jan, 02:42 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    MJ, stem cells hold so much potential, I am sure that someday modern medicine will conquer this like they did the DNA chain.

     

    CUR has been on my radar too....thanks for the reminder.
    23 Jan, 02:44 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    (CUR) up today 8% on heavy volume and no news. Perhaps it's in anticipation of CEO's presentation tomorrow at the Annual BIO CEO & Investor Conference in NYC where he will present clinical updates on the company's 2014 cell therapy trials. I'm still looking to add more at the right price.
    mj
    10 Feb, 03:13 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >MJ-

     

    Re: (CUR) Seems to be lacking investor support at the moment. Looks like a ceiling at $3.50 or so.

     

    I just took a look at the chart for CUR and see some positive direction but lack of conviction. Stochastics and RSI neutral however SAR and MACD are positive. I'm thinking that it wants to move but a catalyst is not on the scene.

     

    WT
    12 Feb, 09:08 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Agree WT, I took some of my profits off the table yesterday @$3.43. I think the $3.61 convertible strike price I mentioned above provides some resistance. If it gravitates back toward $3 I will add another bloc. I'm actually getting a little nervous about all of the blue sky euphoria at the moment and have been taking some gains off the table on some of my small specs. I may sprinkle some short term (SDS) into my mix while the price is attractive.

     

    Also I'm watching (SNTA) action for a starter position -- anyone have an opinion?
    mj
    12 Feb, 09:30 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >MJ-

     

    Re: Blue sky euphoria-

     

    LOL! I have been reviewing all my holdings since 06:00 checking my Stop Loss Orders.

     

    I wasn't considering SDS until you mentioned it. That was a loser last time I used it. But now that I think of it- might be worth a few bucks.

     

    WT
    12 Feb, 09:57 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    ONE of my strategies on (SDS) is to watch the differential between moves on the Futures versus moves on the live Index. For example -- as I write-- Dow futures are up 56 points while the Dow is up 17 points. As that spread diminishes I take more interest in (SDS) -- especially if the DOW index is up and the futures are moving negative. FWIW -- I'm sure this is not very scientific and there are no guarantees -- but it has helped me some of the time for the quick short-term trades on this hedge.
    mj
    12 Feb, 10:21 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    Mercy: it's a good strategy as, for the S&P at least, the futures are more liquid than the cash market and they tend to both move first and move the market.

     

    HardToLove
    12 Feb, 12:31 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2011) | Send Message
     
    Yes HTL -- that also coincides with my observation of the DOW. There have been only a handful of times when I have watched the futures suggest a massive move in the opposite direction of the current live market -- and the market catch-up move was indeed dramatic.

     

    Thanks for your perspective -- which is far more technically informed than mine!
    mj
    12 Feb, 12:52 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >MJ and HTL-

     

    Re: Differential btw indexes and their futures-

     

    Thanks a bunch for this great tactic. It surely does make sense.

     

    WT
    12 Feb, 02:06 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    As I said a few days ago, MNKD will have a roller coaster ride for the next few months, and we shall see many garbage articles published. However, here is one I found very useful when I got around to reading it today:

     

    http://seekingalpha.co...
    23 Jan, 04:11 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    > MNKD-

     

    Nice article, I think. After reading it through twice (I've become a slow learner) I'm still clueless as to what kind of time-table we're looking at, if there is even one.

     

    Does the successful Phase III completion mean that the FDA approval is just a formality? More to the issue? Potential flies in the ointment?

     

    Are insurers or manufacturing partners salivating over a deal or holding up crosses in front of them?
    Is there Black Swans lurking in the wings?

     

    Could other developers come up with worthy competition?

     

    What are the next steps anyway?

     

    WT
    24 Jan, 07:52 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    From personal experience with many government committees and their henchmen, I am reluctant to ever say bureaucratic approval, especially from the FDA, is "just a formality." Mannkind has spent years satisfying the research criteria set by the FDA to show that inhaled insulin in their latest tiny device is both safe and more effective than current therapies.

     

    Nonetheless, this author has presented a concise summary of the scientific, healthcare and patient lifestyle logistics, and economic rationales for the success of this product.

     

    MNKD has another AdCom scheduled for April 1 with the metabolic committee, which is a formality the FDA would never forego with a drug of this magnitude. The official PDUFA date is April 15, assuming the FDA does not come up with a reason to drag this out further. That is when they are supposed to announce a final decision about approval.

     

    Should it get approved, then the company would need to figure out how to launch the product, or announce a buyout by a big pharma seeking a new blockbuster as patents expire. I'm guessing the latter is likely.
    24 Jan, 11:34 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    SM, I think u are correct in that if it is approved there will be a buyout, IMO it won't be at as high a price as anticipated. There is too much uncertainty surrounding MNKD and as WT just asked,...there is competitive drugs in the works.

     

    My gut says it will be approved, but the stock is not acting like it and there is way too much negative controversy to make this a sure thing.

     

    I would think that the closer to April we get, the more direction we should see. Disclosure, I nervously own MNKD.
    25 Jan, 06:08 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM and LT-

     

    Thanks! Your comments are most welcome. I also having dealt with the feds most of my life take nothing for granted with them.

     

    I have a cousin that was in the corner office of the FDA prior to his retirement 10 years ago. He told me that most of his activity was justifying the investigatory component of drug approval. He was most critical of stuff put out by European pharms without the necessary due diligence- Remember Thalidomide? I was in that childhood cohort that had many friends affected by that monstrosity.

     

    I just had a block of MNKD Called away yesterday- by $05!
    No regrets tho. The purchase price of $5.10 plus the net premium of $.33 gave me a 14% profit for a three week Buy-Sell-Called event. I wish I had done the same with the other two blocks. Will see how it looks Monday.

     

    WT
    25 Jan, 11:48 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Sounds like a successful trade, WT.

     

    Since I have a high paying (relatively!) day job and a two-physician household that puts me in the top tax bracket, I generally avoid trading for short-term capital gains if I believe a company has potential for larger long-term gains. It is hard to justify to SWMBO why our tax bill goes up when the gains don't show up in household cash flow. I am trying to build a college fund and retirement savings with my main account. So I try to take my profits when they are long-term gains, and the taxes are not so onerous, and I can siphon funds back into the household acount to cover the tax bill. Of course, our beloved govt is hammering that strategy, as well, with the increase in taxes on long-term gains now.

     

    Otherwise, I might be trying such a trading strategy as yours with the MNKD volatility I foresee.
    25 Jan, 12:10 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-
    I was just reviewing your comment and thought- 'He's right' if you can do that.

     

    When I had 45% bracket income I attempted to go for the 15% every time with the taxable accounts. Unfortunately that attitude towards the tax structure had disastrous effects on my net worth, my income for 2009 and my plans for the 50' yacht on the Inland Waterway. I found myself hanging on bitterly waiting for the 366th day that I allowed beau coup profits sift through the floorboards in the meantime.

     

    I now have the following attitude:

     

    Put greed where the sun don't shine, you never go broke selling too soon and to blazes with worrying about the tax bracket. In order for you to pay hefty taxes you have to be making real money. When I have to kick up my estimated tax payments I groan and smile at the same time. It took me a while to work off my carry-forward tax losses.

     

    I rarely give advice when it comes to investing and almost never otherwise. I simply provide a look behind the curtain once in a while. Hope it gives fuel for thought to some folks.

     

    WT
    25 Jan, 05:01 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Well, I can't always wait until the short-term period is up when I get a hit on one of my pharma plays after a binary event. I will usually sell enough to cover the initial outlay and let the rest ride. That is where the tax losses on my mistakes come into play. There are still plenty there to offset my smart moves, for now. ;-)

     

    But my general strategy has been to minimize STG where I can. So as I have started learning how to sell covered calls, I am only selling them on stocks where the gains are long-term if they get called away. As I get more experience, I imagine I shall get bolder with my play in this game, like you.
    25 Jan, 05:31 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Good thinking on the Covered Writes- It will pay off for you I'm sure.

     

    WT
    25 Jan, 05:42 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    an 24 (Reuters) - BDSI :
    * JMP Securities raises target price to $12 from $9; rating market outperform
    For a summary of rating and price target changes on U.S. companies:
    Reuters Eikon users, click on
    Reuters 3000Xtra users, double-click
    Thomson ONE users, type in RT/RCH/US
    24 Jan, 07:27 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Shares of BioDelivery Sciences jumped 31 percent before the opening bell Friday after the drug developer said its experimental pain treatment outperformed a placebo in late-stage testing.
    The Raleigh, N.C., company also said after markets closed Thursday that the research on BEMA buprenorphine triggered a $10 million milestone payment from Endo Health Solutions Inc., in accordance with a licensing agreement between the companies.
    BioDelivery Sciences is developing BEMA buprenorphine as a possible treatment for moderate-to-severe chronic pain in patients who need opioid therapy around the clock. It said early results from a late-stage study showed that the treatment delivered significantly improved chronic pain relief compared to a placebo.
    The company expects to announce results from a second late-stage study later this year. Late-stage research is the last and most expensive testing phase to which a drug is submitted before being sent to federal regulators for approval.
    Janney Capital Markets analyst Jim Molloy said in a Friday morning research note that the results represent a big win for BioDelivery Sciences. He noted that Endo owes BioDelivery Sciences up to $80 million in milestone payments if both trials succeed and regulators approve the drug.
    Endo may eventually even want to buy the drug developer, Molloy said.
    Shares of BioDelivery Sciences International Inc. rose 31 percent to $8.20 Friday, more than two hours before markets opened.
    Copyright 2014, Associated Press, The News Provided by Acquire Media Corporation
    24 Jan, 07:28 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    China reports second case of new bird flu strain
    http://bit.ly/1gfhDqt
    26 Jan, 05:50 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Amgen Inc’s Next Blockbuster Drug Delivers
    http://bit.ly/1eV3r1W
    26 Jan, 05:52 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    WANT TO GET THE FLU? VOLUNTEERS SNEEZE FOR SCIENCE

     

    http://apne.ws/1i26TsS

     

    (The link works in my comments section)
    26 Jan, 10:05 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    South Korea expands poultry cull on bird flu fears
    http://yhoo.it/1d4whcn
    27 Jan, 04:25 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Jan 27 (Reuters) - Novavax Inc :
    * Piper Jaffray raises price target to $9 from $7; rating overweight 'For a summary of rating and price target changes on U.S. companies:
    Reuters Eikon users, click on
    27 Jan, 05:40 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Update on NYS DOH influenza reports last Friday.

     

    Influenza remains widespread in NY, predominately the H1N1 2009 strain in positive tests (swine flu), and it remains susceptible to standard antiviral agents in tested samples. Reported case rates continue to climb. Although not as high as last year, the rate peaked and fell off in January last year, so this season could end up worse overall.

     

    Of further interest to vaccine company investors, the Commissioner advised in a separate notification:

     

    >>Dear Colleague:
    The New York State Department of Health (NYS DOH) is encouraging health care facilities to pre-book their private stock influenza vaccine now from their vaccine distributors in order to ensure that a sufficient amount of vaccine will be available to protect their employees and vulnerable patients for the 2014 – 2015 influenza season. Annual influenza vaccination is recommended for all persons aged six months and older. Five formulations (the traditional “flu shot”, the high-dose flu shot for patients and employees aged 65 years and older, the “egg free” formulation for those with severe egg allergies, the intradermal flu shot, and the nasal spray) will be available.

     

    Timeliness in placing your order for influenza vaccine is a critical component of your purchasing plan. Influenza vaccines take months to produce and vaccine manufacturers are hesitant to take on the risk of producing products they will be unable to sell. As a result, pre-booking private stock influenza vaccine orders for the coming influenza season generally takes place in January or February, even though most health systems are still administering influenza vaccine for the current season. Information on Vaccines for Children (VFC) influenza vaccine pre-booking will be sent under separate cover.

     

    It is important that your institution develop an influenza vaccine purchasing plan that allows you to meet the needs of your patients and employees. This season has seen increased numbers of health care personnel vaccinated due to the flu mask regulation and we urge you to consider this when planning for 2014 – 15.<<
    27 Jan, 10:38 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    It was a guerilla raid.!
    this is from Schwab today:

     

    NEW YORK -- A look at the 10 biggest percentage decliners on Nasdaq at 1 p.m.:

     

    Spherix Inc. fell 28.3 percent to $5.91.

     

    Biocryst Pharmaceuticals Inc. fell 18.4 percent to $9.47.

     

    Cempra Inc. fell 16.4 percent to $11.50.

     

    BioDelivery Sciences International Inc. fell 14.9 percent to $8.01.

     

    China Natural Resources Inc. fell 14.0 percent to $6.75.

     

    Novavax Inc. fell 13.9 percent to $5.38.

     

    Aerie Pharma fell 13.5 percent to $16.18.

     

    ChemoCentryx Inc. fell 12.1 percent to $6.17.

     

    ANI Pharma fell 12.1 percent to $19.87.

     

    Merrimack Pharmaceuticals Inc. fell 11.7 percent to $5.37.
    .
    27 Jan, 08:37 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Yes, OyGee, I saw the same "designed" attack going on all day. Biotechs getting hammered. This sector has been on fire and it looks like early year profit taking was going on in the face of this recent dreary news cycle event from multiple sources.

     

    But what the heck due biotechs have to do with the shadowy banking and accounting issues in China?

     

    Freya summed things up pretty well; add in auto sales have stalled, housing, too, and all of a sudden bonds are looking as a haven.

     

    I almost pulled the trigger on NVAX and bought some today; but I think since NVAX looks like a 2016 stock, we'll get a chance later on at a better price.

     

    Tomorrow, I'm probably going to protect profits in my gamer account, and sell off DNN and LINE, maybe a few smaller positions, as well.
    27 Jan, 09:24 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5947) | Send Message
     
    Author’s reply » I am accumulating (NVAX) on the dip. Nothing has changed with respect to its prospects, so I see the dip as a gift.
    28 Jan, 12:13 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    FPA: Me too, but I think we normally get some dips as flu season ends? It might fall more. Add in the nasty revisions to Q3 and maybe Q4 GDP stuff and we might get a really big gift later.

     

    HardToLove
    28 Jan, 12:20 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    I guess you didn't know NVAX did a shelf filing to sell another large block--getting ready to dilute. I actually thought that was the reason the stock was falling, and didn't realize the entire sector was being pummeled until later.
    28 Jan, 01:16 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5947) | Send Message
     
    Author’s reply » I did know about it… but saw discussions about it being called an "Automatic shelf registration ". They have a lot of cash on-hand, so I don't know why they would do an offering at this time unless it's for an acquisition…

     

    What do you think?
    28 Jan, 01:32 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    My reaction was negative given the fact they sold a large block in 2013.
    28 Jan, 01:44 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Here's an interesting one:

     

    OncoGenex Has A Potential Blockbuster Drug, But The Markets Are Pricing It Like An Orphan
    http://seekingalpha.co...
    28 Jan, 10:47 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    Take a look at (NVAX) short interest.

     

    http://bit.ly/lZsZ6X

     

    Might want to check others that interest you too.

     

    HardToLove
    28 Jan, 01:08 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >HTL-
    Thanks for the Short List link.
    I've been trying to get a short summary on Stellar Biotechnologies Inc. but can't get anything recognized, including (OTCQB:SBOTF) and the same with .OTC as an appendage, and also tried OTCQB: SBOTF with no results, also tried the full name.
    Is anyone else having difficulty? Is there a separate Pink Sheet symbol?
    WT
    28 Jan, 05:21 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Wind: Try Yahoo! Finance. Though info is sparse there, too. But I find the Message Board comments useful, for the most part...
    Once again, I was a little early in buying. Not sure if/when I'll add more.
    Here's the link:
    http://yhoo.it/1fujDq2

     

    Also, here's shortsqueeze.com (about 686,000 shorted shares)
    http://bit.ly/1e5gyja
    28 Jan, 05:34 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    WWTL OTC stocks are not reported on Nasdaq.

     

    Go here http://bit.ly/wN1uvi

     

    or here http://bit.ly/MrowrM

     

    I prefer the first because it has additonal info. But it's sometimes later to update, IIRC.

     

    HardToLove
    28 Jan, 05:42 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >Maya-

     

    Thanks-

     

    I started a position around the same time you did based primarily on your research. It looks like a winner sometime in the not too distant future.

     

    WT
    28 Jan, 06:02 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >HTL-

     

    Thanks for the supplemental link-

     

    It has what I want.

     

    WT
    28 Jan, 06:03 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >Maya-

     

    I like that Short Squeeze website. Get it all in a nutshell.

     

    Thanks!

     

    WT
    28 Jan, 08:34 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Wind: Yes, and I think I have to pass kudos on to OptionsGirl for discovering that very useful site!
    Back in 2009/2010 I used that site a lot when I was day trading, daily. Back then, I had a 2%/8% trading rule. Basically, if I was down 2%, I was out. But if I was up 8% on a day trade, Short Squeeze, especially their Days-To-Cover info, affected whether or not I would sell all, or let half or a quarter of the position ride a few days longer.

     

    Overall, that rule worked pretty well.
    28 Jan, 09:31 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    Some things of which to be aware re shortsqueeze.

     

    Some exchanges do not report EOD daily short sales and transactions until ~09:xx in the evening. Short squeeze (used to? still does?) report at EOD.

     

    So, some of a day's numbers might not pick up current day transactions and might include transactions from the prior day.

     

    Moreover, if a symbol has no shorts on a particular exchange then that exchange is, by rule, not required to report their transaction volume for that symbol. *If* shortsqueeze doesn't account for this and just uses calculated trade volumes the calculated results could be skewed. I do *not* know if this is the case and a person that sent them queries about these issues never received a reply when we checked a couple years ago.

     

    When I was checking in detail on the first item a couple years back, I confirmed the omission of the late-reporting in current day reporting, and inclusion in following day reporting by taking my figures, subtracting late-reporting volume of today and adding late-reporting volumes of prior day and matched shortsqueeze volume results. This applies to short sales too.

     

    They may have adjusted their process, but if they report shortly after close, I would cast a jaundiced eye on the results as there is no way for them to get all today's short activity early.

     

    I forget all the details they present, but ISTR they had "covering buys" as well. I would be suspicious of these as well as there is no data for this on EOD short summary files.

     

    However, there are some daily transaction "tapes" available for some of the stuff - I don't know the lag time though - that might carry such information. I ran out of time and interest to start acquiring and analyzing those, so I don't know what's on them.

     

    Last, I've discovered FINRA often misses trades on OTC stuff and have been working with them to correct that. There are two issues: apparently omitted EOD feeds from one or more sources, suspected to be a server problem, and omission of small "odd lot" trades, such as 5 shares, 23, shares, ... They have a code fix for this latter one, but it must go through review, approval and scheduling before it is applied.

     

    The first problem is apparently corrected by generating an updated file the following morning with a different file name. This new file is apparently generated from a different source (I'm *suspecting* it's feeds to DTCC which which *must* be 100% accurate or the whole system falls apart as settlements would be inaccurate).

     

    I mention the OTC stuff for two reasons: first is if you are checking an OTC stock and shortsqueeze is unaware of these problems and fixes, they will be working with bad data.

     

    Second, FINRA assumes the non-OTC stuff doesn't have the same problem. But in my detailed tracking of CPST over the years using ADVFN trades screens and other sources I seldom have a 100% match of trade volume, partly because of the no requirement for a particular exchange to report on the EOD short files at all if they had no short sales and partly for unknown reasons (I suspect the odd-lot problem plays in).

     

    This could affect shortsqueeze results as well.

     

    I'm not saying shortsqueeze is *now* inaccurate or has no value. I'm saying that when I looked a few years back, I decided not to place any faith in what they offered.

     

    MHO,
    HardToLove
    29 Jan, 07:27 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >HTL-

     

    Thanks for that most complete analysis and conclusion. Excellent!

     

    WT
    29 Jan, 11:07 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    Thanks for the short interest link, HTL. I think NVAX will report around the end of Feb. That would be a good time to sell some puts, imo, and possibly get in cheaper.
    28 Jan, 01:20 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17735) | Send Message
     
    I agree. ISTR several of us mentioned they'd have to have another round of financing, which you mentioned, for the some more FDA trials.

     

    Somehow I missed the notice of the registration. Thanks for mentioning it.

     

    HardToLove
    28 Jan, 01:23 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Big cap biotech pushed at Deutsche
    Deutsche's Robyn Karnauskas makes a big call on big-cap biotechs, boosting price targets for Biogen (BIIB) to $415 from $340, Celgene (CELG) to $190 from $170, and Gilead (GILD) to $132 from $95. The $132 PT for Gilead is a new Street high "by a nautical mile," says Notable Calls, and Karnauskas sees upside all the way to $165."We view large-cap biotech as fundamentally stable yet providing attractive growth," she writes, citing more diversified businesses, pipelines, new product launches, strong balance sheets, and strong free cash flow. "Therefore, we are changing our valuation methodology to 2015 PE multiples from DCF for Gilead, Celgene, and Biogen. Our '15 EPS estimates are higher than consensus and we think near-term franchise success could drive re-rating."GILD +2.7%, CELG +1.3% premarketRelated ETFs: IBB, XBI, BIB, BBH, FBT, PBE, BIS
    28 Jan, 03:00 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    FYI, BlackRock now owns over 6% of GALE

     

    http://bit.ly/1fcVw09
    Filed on: January 29, 2014
    Copyright 2014, US Securities and Exchange Commission News Provided by Acquire Media Corporatio
    29 Jan, 08:29 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Organovo delivers 3D Liver tissue ahead of schedule; shares jump
    Organovo (ONVO) has delivered the first 3D Liver tissue to a laboratory outside of the company to a "key opinion leader" for experimentation.The target date for the milestone had been April; Organovo expects to have bioprinted almost 400 3D Liver tissues during January.Organovo also intends to launch its 3D Liver tissue product and generate revenues before December; previously, the company's target had been the end of that month.Shares +6.7%. (8-K)
    29 Jan, 09:12 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Organovo +16% even as report says 3D printing of organs could be banned
    Shares of Organovo (ONVO +16%) continue to surge despite an IBTimes UK report that says research firm Gartner predicts 3D bioprinted human organs will soon become a reality, which could ignite calls to ban the technology.
    The Gartner report raises moral and ethical questions about whether organs should be printed using non-human cells or a mix of human and non-human cells, and whether there is a difference between this and genetically modified food crops.
    ONVO, deeply involved in such research, said this morning it has performed its first 3D Liver tissue delivery and expects to begin the commercial launch of its 3D Liver tissue product before year-end.
    [Healthcare, On the Move] Comment!
    29 Jan, 10:48 AM Reply Like
  • doubleguns
    , contributor
    Comments (8126) | Send Message
     
    3D clones next? Wonder what the limits are and what moral boundry's will be stretched.
    30 Jan, 07:30 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    GTX higher on Capesaris trial results
    Jan 29 2014, 09:12 ET
    GTX (GTXI) races higher in early trading in front of a presentation on positive results from a Phase 2 clinical trial on the company's prostrate cancer treatment Capesaris.GTXI +13.8% premarket
    29 Jan, 09:14 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    2014 may be the year of "failed drugs & bio's"....A lot of companies halting trials because of drug failures to meet goals.

     

    KaloBios Pharma -38% AH on decision to stop asthma study
    KaloBios Pharmaceuticals (KBIO) -38.7% AH after saying it will discontinue development of its KB003 treatment for severe asthma following initial data evaluation of a Phase 2 study which didn't meet its primary clinical endpoint of improvement when compared to placebo.KBIO had targeted the severe asthma population, which represents 5%-10% of the world's total asthma population of ~300M people.CEO David Pritchard says KBIO will refocus efforts on advancing its other treatments under development, including an oncology program and a potential treatment for cystic fibrosis.

     

    | 5:31 PM|Comment!
    29 Jan, 09:37 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9782) | Send Message
     
    Wind: Are you tracking Stellar today? What a wild, heavy volume ride today has been!
    30 Jan, 03:25 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >Maya-

     

    Re: (OTCQB:SBOTF)

     

    Yes I have- I needed to go out for a few hours and while I was waiting for someone I fired up the iPhone to check on the market and HOLY COW! What is going on? Of course I had no tools, just the phone so I was limited to information. Walked in the door five minutes ago.

     

    My take is some major accumulating. It wouldn't surprise me if outfits like Vanguard, T. Rowe Price, Baron Asset, Fidelity and others with small cap or entrepreneurial divisions are taking significant chunks of early seed companies with spare cash. It makes sense if you think about it. I believe we saw the beginnings of this exercise last week when I commented that it seemed like a sector rotation into pharma from the likes of Consumer Discretionary and Durables.

     

    When I hired managers our contracts included a clause that they would not get a fee for managing Cash (as an asset) they could hold up to 3% and get fees up to that amount. It could be that managers are using a shotgun approach- Such as" If it shows any signs of life throw a few million into it and sit back for a year or two", Just like SMaturin's 'sock drawer', waiting for the pop.

     

    That's exactly what I would do if I was managing a portfolio in small cap, frontier companies (not foreign) and micro cap funds. Heck yeah! One of those babies will hit out of a dozen of 'em! Any pharma with a story seems to be drawing attention of some BIG money that can afford to diversify. Not too late to hop on the tailgate.

     

    WT
    30 Jan, 09:29 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Yes, WT, I was astounded today at the pops across my pharma watchlist.

     

    Too busy in meatspace today to watch as it unfolded, but I did catch a couple thou shares of (OTCQB:ULUR) this morning with a GTC order. I like their wound treatment technology, and see it as something that could take off in a year or two. More sock drawer stuff.
    30 Jan, 09:37 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Re: (OTCQB:ULUR) Thanks-

     

    Looks like a Three Bagger for the last 12 months- Got MY attention. Yup.

     

    WT
    30 Jan, 09:52 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Jason Napodano has been giving some good background on it in recent months. Check his articles on SA and Zacks.

     

    I decided to take a bite this week as everything seemed to be tumbling. My customary bottom dweller activity.
    30 Jan, 10:10 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Thanks!

     

    Have a GTC order in for (OTCQB:ULUR) but no action. Thought I priced it fairly well at $.84 but the Bid/Ask isn't moving at .85/.87.

     

    They must have heard you took a position?
    31 Jan, 12:55 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    I did finally connect on (OTCQB:ULUR) at $.84-
    I still own it. (12 Feb)

     

    WT
    12 Feb, 10:43 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re: (OTCQB:SBOTF)

     

    Checked the volume for today-

     

    1,318,184 vs 233,861 average, or 5.6 X average.

     

    WT
    30 Jan, 09:41 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    New IPO, I know nothing about it, but it's expensive and has some big boyz investing in it.

     

    http://seekingalpha.co...
    31 Jan, 03:58 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Norovirus on cruise ships..who is developing the vaccine mentioned ?

     

    http://yhoo.it/1ecHrSA
    31 Jan, 04:22 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    http://yhoo.it/1ecKeLu

     

    Bird Flu Isn’t Just China’s Problem Anymore
    31 Jan, 04:44 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    patents in africa jeopardized
    http://bloom.bg/1iTr3Z7
    31 Jan, 08:26 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    Weekly NYS DOH Influenza Report out last night:

     

    >>
    During the week ending January 25, 2014:
     Influenza activity level was categorized as geographically widespread2 with laboratory confirmed influenza reported
    in 56 counties plus New York City.
     There were 2,669 laboratory‐confirmed influenza reports, a 4% decrease over the previous week.
     Of the 922 specimens submitted to NYS WHO/NREVSS laboratories, 196 were positive for influenza.
     Sixty one of the 117 specimens submitted to the NYSDOH laboratory were positive for influenza. 56 were influenza
    A (H1), three were influenza A (H3), and two were influenza A (not subtyped).
     Reports of percent of patient visits for influenza‐like illness (ILI3) from ILINet providers was 3.46%, which is above
    the regional baseline of 2.2%.
     The number of patients admitted to the hospital with laboratory‐confirmed influenza or hospitalized patients newly
    diagnosed with laboratory‐confirmed influenza was 457, a 21% decrease over the previous week.
     There were no influenza‐associated pediatric deaths reported this week. There has been one influenza‐associated
    pediatric death reported this season.
    <<

     

    So, slight drop in prevalence rate, still mostly H1N1 swine flu, still no drug resistance in tested samples.
    31 Jan, 10:42 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    And here is the national picture from the CDC:

     

    http://1.usa.gov/LhQg0y
    31 Jan, 10:53 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5060) | Send Message
     
    I do not know much about how to evaluate risk in pink sheet and small cap biotech stocks. How does one know, when these companies are in Phase 3, whether to hold on or sell? I'd be interested in reading what you all look at.
    And HTL, thank you for your observations regarding short squeezes.
    31 Jan, 09:03 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    I use my medical training and biochemical background, as well as research training to look at study design for the p2 and p3 trials. If I am not confident that a product represents an improved technology that deserves a shot at the marketplace, and has reasonable safety and efficacy data, I won't even look any further at the economics or marketing strategy, which are not really my area of expertise, so I have to rely on analysts to summarize such for me.

     

    I assume that most articles written by analysts lack the scientific and clinical background to really rationally evaluate how worthwhile the product will be in the health professions, and is mostly hype to sell stocks. A few of the analysts I read here on SA seem to do a fair job of evaluating the clinical science and needs, and those are the articles I might recommend to others.
    31 Jan, 09:31 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Thanks! Your expertise has been of significant value in enabling me to see the big picture in these types of stocks.
    Much appreciated!

     

    WT
    1 Feb, 09:29 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Feb 3 (Reuters) - Novavax Inc :
    * MLV & Co raises target price to $14 from $9.50; rating buy
    For a summary of rating and price target changes on U.S. companies:
    Reuters Eikon users, click on
    Reuters 3000Xtra users, double-click
    3 Feb, 08:40 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Oramed sinks after trial results criticized
    Oramed's (ORMP) shares are -9% after The Street's Adam Feuerstein criticizes the results of a Phase IIa trial of the company's ORMD-0801 insulin capsule for the treatment of Type 2 diabetes.Oramed said last week that the capsule met all its primary and secondary endpoints, and that it is safe and well tolerated, although it didn't provide any data.However, Feuerstein has found a slide which shows that "adverse events were reported by 40% of type 2 diabetics treated with the high dose of ORMD-0801." The rate was 30% in the low-dose group and 50% in the placebo group.Feuerstein charges that Oramed's "handling of the ORMD-0801 data smacks more of stock promotion than credible drug development."
    3 Feb, 10:47 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    AF seems to pick arcane facts out of material he has no understanding of and spin it into nonsense so his hedgie buddies can pick up more cheap shares.

     

    Here is the slide he is making a big deal about. Very low numbers of patients and of AE's, statistically not meaningful, and the described AE's were pretty typical and benign as common complaints every body has, such as headache and stomachache, and occurring more frequently in the placebo group.

     

    This is a "non-signal" statistically.

     

    http://bit.ly/MqjLOn

     

    Meaningful adverse events would have been hypoglycemic or hyperglycemic episodes.
    3 Feb, 12:02 PM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Monday February 3, 10:50 AM ET
    Zogenix falls after reporting preliminary Q4 Sumavel sales
    Zogenix (ZGNX -3.2%) reports preliminary Q4 gross sales of its Sumavel DosePro migraine-relief drug totaled $14M, with unit shipments rising 2.2% Q/Q to 141,780.
    Net product revenue totaled $9M. That's officially up from a Q3 level of $6.9M, but the latter figure was affected by a $2.4M increase in Zogenix's estimate for future product returns.
    Zogenix says it ended Q4 with $72M in cash/equivalents. Full Q4 results are expected in early March.
    3 Feb, 10:54 AM Reply Like
  • LT
    , contributor
    Comments (4859) | Send Message
     
    Inovio IL-33 Results Provide Further Validation Of Platform

     

    http://seekingalpha.co...
    3 Feb, 11:37 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    Have you any thoughts on (ACAD) and its noteworthy newer entry Pimavanserin? Seems like a possible winner.

     

    http://seekingalpha.co...

     

    WT
    3 Feb, 07:43 PM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    WT,
    I have been following ACAD and its new drug pimavanserin for 1.5 years now. My first block was bought at 2.09 in 9/2012.

     

    I studied the science thoroughly before I decided this would be the next blockbuster antipsychotic, the beginning of a third generation of antipsychotic medications. Dig through my old posts from 2012 for some of my thinking back then.

     

    To summarize the thesis: all first generation antipsychotics (Thorazine through Haldol and many others) were predominately blockers of the Dopamine 2 receptor, and all carried long-term risks of Tardive Dyskinesia (wiki that for explanation).

     

    The second generation of antipsychotics began with clozapine, but it was not the first to market, due to serious side effects that require intensive monitoring and weekly bloodwork to manage. I actually treated a patient in the clozapine compassionate need study back in the 80's while in training (and use it extensively today in "refractory" psychotic and bipolar patients). The first to market was Risperdal in the early 90's, and it was followed by a slew of others over the last two decades. The goal of the second generation was to reduce the risk of Tardive Dyskinesia and other "extrapyramidal" or Parkinsonian side effects. They all did this by reducing the direct targeting of D2 receptors and targeting a number of other receptors in the limbic system. They all work very well, usually better than the first gen drugs, but come with their own side effects and complications.

     

    The goal and initial NDA for pimavanserin was to come up with an antipsychotic medication that did not target the dopamine systems, so that it could be used in Parkinson's Disease Psychosis.

     

    Parkinson's Disease occurs when the dopamine producing cells in the midbrain begin to die, and not enough dopamine is produced to keep the motor regulatory systems in the midbrain working properly. Since all of the first and second generation antipsychotics are D2 blockers to a greater or lesser extent, they all make the symptoms of Parkinson's Disease worse. A big dilemma for neurologists and psychiatrists. (They also increase risk of death in Alzheimer's Disease, by less well-understood mechanisms).

     

    Pimavanserin will be the first antipsychotic with no dopamine activity, as it works primarily by blocking a subtype of serotonin-receptor that affects downstream regulation of dopamine transmission, without directly blocking dopamine in the motor control centers.

     

    As such, it will be a very useful add-on medication for treating schizophrenia and bipolar disorder in patients who tolerate dopamine blockers less well: lower Risperdal and add pima and you get better response and fewer side effects. This has been studied and reported by one of the leaders in the schizophrenia research field, Herb Meltzer. But it will not be the indication that ACAD pursues first, and it will be off-label use initially.

     

    I firmly believe this drug will get approval as essentially an "orphan" indication to treat PDP. From there, the companty plans to get approval for Alzheimer's-related Psychosis. But once the drug is on market, psychaitrists will prescribe it off-label for many patients who have trouble tolerating, or respond poorly to, the current medications.

     

    Was that a brief enough summary? ;-)
    3 Feb, 09:22 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    >SM-

     

    That was as fine a research synopsis I've ever seen.
    Thanks!

     

    I am aware of a female adult relative having received every drug treatment you cited over a twenty-five year period for her schizophrenia psychosis. The risk of Parkinson type symptoms was known in Haldol, the chemical restraint method of choice utilized by some EMT folk in mental emergency situations. The Parkinson type affliction as you know is not uncommon especially in females. Fortunately she was spared such symptoms.

     

    I'm pleased to see an alternative to the Risperdol for reasons you have cited.

     

    Looks like I will be adding another pharma to my collection!

     

    WT
    4 Feb, 12:04 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    RE: (ACAD)

     

    Just noted- Blackrock reported a few days ago that it now holds just under 6% of ACAD.

     

    Hmmm

     

    SM- With your first block at $2.09i a few years ago I hope you bought a wad! It's up $.39 today at $22.70.

     

    Beautiful!

     

    WT
    4 Feb, 10:26 AM Reply Like
  • SMaturin
    , contributor
    Comments (2275) | Send Message
     
    The approval of pimavanserin is still down the road, as they plan to release the latest phase III results for PDP in the summer and apply for NDA in "late 2014." This would put approval out into 2015 sometime, if approved. The summer data release will be the next big catalyst, and later in the year the NDA filing.

     

    Meanwhile, they have other drugs in the pipeline at P1 and P2 stages, which I have not examined so closely. Pipeline: http://bit.ly/1cQYnMM

     

    I find it a bit odd that Schwab reports ACAD has "151% shares owned by institutions." Does that reflect warrants and options? How do they get a value greater than 100%?
    4 Feb, 11:06 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2654) | Send Message
     
    Re:ACAD institutional ownership. Just looked up Fidelity for their count.
    Institutional & institutional mutual fund ownership 87.7%
    Insider ownership 17.4%
    Direct mutual fund ownership 3.8%

     

    I realize the numbers don't add to 100 here either but the count is less off than what Schwab reported.

     

    90,866,000 shares. There was a drop of 4% in institutional ownership for the quarter. There is a list of institutional managers and their number of shares held but it is lengthy with all the usual suspects -

     

    WT
    4 Feb, 08:29 PM Reply Like
  • doubleguns
    , contributor
    Comments (8126)