SuperGen Inc. (SUPG)

All Comments on SUPG

  • commenter
    Oct 06 01:03 PM
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    Mike, I believe Thermogenesis(KOOL) is a much better investment.

    Last year KOOL had 1(cord blood) major revenue source, this year it has 4(cord blood, MXP/Res-Q for bone marrow, adipose and Vantus lab.).

    year/year revenue expected to be 30-35% higher this year, profit margin expected to go from 33% last year to over 40% this year and becomes profitable.
    Reply
  • commenter
    Sep 30 10:33 AM
    Cancer Stocks Plunge Following ASCO Meeting [view article]
    EXCELLENT JOB, Reply
  • commenter
    Aug 13 02:56 PM
    Cancer Stocks on the Go: Winners and Losers [view article]
    I agree with paviov, However I would like to know about the new developments the phase II and III studies that are going well, where is the advancement taking place, how close to a cure, what company has the potential winning drug ?? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on SUPG
    Is this a buy or a sell? Reply
  • commenter
    Mar 06 03:32 PM
    Cancer Stocks Hammered Once Again [view article]
    Alan,

    What are your thoughts on Chemokine Therapeutics Corp (CHKT)?

    And Meridian Co LTD (MRDAF)?
    Reply
  • commenter
    Mar 06 11:48 AM
    Cancer Stocks Hammered Once Again [view article]
    please ignore the comment above. it was posted in the wrong thread.
    Reply
  • commenter
    Mar 06 11:47 AM
    Cancer Stocks Hammered Once Again [view article]
    Maybe BofA should by this one too.

    Which bank took the highly rated debt at a discount from TMA?
    Reply
  • commenter
    Mar 05 07:06 PM
    My Website
    Cancer Stocks Hammered Once Again [view article]
    I don't know the company, but it sure looks interesting. Technically, it would be nice to hold 1.75. The company is seemingly deficient in cash - it would appear that there will be either an equity or debt offering this year. If they become profitable as forecast this year, the stock could get some attention - diagnostics have been hot. Reply
  • commenter
    Mar 05 12:23 PM
    Cancer Stocks Hammered Once Again [view article]
    Hi Alan,
    What is your current opinion on Clarient (CLRT)?
    Thanks very much,
    Don
    Reply
  • commenter
    Feb 06 05:40 PM
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    Regarding ROCM, I was disappointed to hear that the lawsuit with Tyco had been delayed. The company has great products and state laws requiring disclosure of infection rates, and Medicare rule changes in Oct 08 that will disallow reimbursement for infections caused by catheters, will only increase demand. They continue to expand their sales force and the lawsuit settlements they have already won have opened up new channels to sell their products. With such a small market cap, $37M in cash, and a potential multi-million settlement from Tyco in the months ahead, I have to believe they will be acquired by Bard, Tyco or someone else. Too many good fundamentals from my perspective to hold this stock down for too long. Reply
  • commenter
    Feb 06 05:35 AM
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    What do you think of Rochester Medical after hearing/reading the results of their Q1 2008 and the online conference? Reply
  • commenter
    Jan 07 04:58 PM
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    Companies named in this article seem to have a lead on the global market for hiv testing. I would like you to comment on the possible competition. slimconomy.blogspot.co... Reply
  • commenter
    Dec 25 09:12 AM
    My Website
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    All of my picks should be regarded as speculative, as they are micro/small-cap stocks from the healthcare sector with market caps below $500 million. OSUR is included because it could have an OTC version of its oral HIV test on the market bythis time next year, in addition to the oral HCV test for use by HC professionals. These are all high-risk, high-reward stocks. Reply
  • commenter
    Dec 25 12:37 AM
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    I am interested in how OSUR was recommended as a pick, when there are several significant concerns that affect the company. Although this must be verified and is not to be taken as gospel, I understand that a supplier of one of their key component substances has stopped manufacturing that product, and that the company is looking for another supplier, although they may have found one by now. Their lawsuit about possible infringement or breach of contract with respect to their freeze off wart product doesn't seem to be moving very fast, and their bottom line has suffered in this sales area. Their insurance-based testing has not done well. Their principal hopes are a) expansion of government-funded HIV testing using their oral method; b) possible FDA approval of over the counter status for their oral HIV test. Even if they win in both these areas, there are no barriers to entry, as far as I know, for competitors offering similar tests. The Hep C and illegal drug tests do have upside potential, but both can be done as part of normal blood screening, and there does not appear to be the draw for these that an oral HIV test has. The FDA clinical procedures that go into application for the over-the-counter status are expensive, and take a signficant chunk of the company's assets to fund. There is promise in overseas use of their products, but I haven't seen the data on how expansion is going (new countries, expansion in existing countries, etc.). All in all, OSUR is a stock that, in my view, should be regarded as speculative. If over the counter status is approved, the stock could double overnight, but if not, then it may just be in for a long, slow ride downward. I think the fact that a large partner company could ignore contractual agreements with impunity and market a competing wart freeze product indicates to me that OSUR doesn't have the resources to protect its turf adequately, so even if it does get over the counter status for its oral HIV test, I don't know if it could stop another company from just selling the same product. These kinds of lawsuits take years to win, and OSUR doesn't have deep pockets. Disclosure: I haven't owned OSUR for several months. I have been in and out of it for several years in trades of relatively short duration. Nothing in the above should be taken as statements of fact, accusation or criticism against any entity. Reply
  • commenter
    Dec 24 01:57 PM
    My Website
    5 Emerging Healthcare Stock Picks for 2008 [view article]
    Best Wishes for a Merry Christmas & Prosperous New Year!

    Also check out my investor survey at

    mikehav.com/Ysurvey/su...

    Please follow the link above to participate in an investor survey --> What is your top pick (stock name & ticker) among emerging healthcare companies for 2008? All stocks must have a market cap under $500 million, a share price over 50 cents and be listed on OTCBB, Nasdaq, AMEX, or NYSE to be eligible. Final results will be posted on my blog in two weeks on Sunday 1/6/08. Check my blog at mikehav.com/blog.html for results and updates on the survey.
    Reply