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libouban

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  • Northwest Bio's CTO Bosch presents brain cancer survival data for DCVax-L [View news story]
    Hi Douglas House,

    Is today's PR (April 2nd) worth an SA News? Yahoo! and others are carrying it. Thought you might be interested.

    "Woodford will purchase $40 million of the Company’s common stock at $7.40 per share, for a total of 5,405,405 shares. The purchase will take place in two closings, with $11.5 million closing on or before April 8, and the remaining $28.5 million closing on or before April 30. There are no warrants, pre-emptive rights, or other rights or preferences. There was no investment banker involved in the transaction."

    Yes, that's 5 M shares. On top of the previous investment.

    AF's predictable short article after Marnix's presentation in Germany (earlier in the day) moved the price down until this PR. It may be an interesting signal to Shorts.
    Apr 2, 2015. 08:45 PM | 6 Likes Like |Link to Comment
  • Afrezza Could Be Sanofi And MannKind's Goose That Laid The Golden Egg [View article]
    Thanks for your article Robert.

    You write:
    "[...]French drugmaker, Sanofi (NYSE:SNY), plans to launch its new Toujeo insulin for diabetics in the United States today. Approved by the FDA on February 25th, [...] "
    I've read a number of 'rumors' around the actual launch of Afrezza. Some indicated a 6 months delay (post FDA approval? post partnership agreement?) . We see a launch for Toujeo at about 1 month post FDA approval.

    Would you have some guess/info/thoughts around the actual launch of Afrezza? Would it go hand in hand with Toujeo?

    Thanks again!
    Mar 30, 2015. 03:27 PM | 1 Like Like |Link to Comment
  • Sunshine Heart: There Is A Silver Lining To Those Clouds [View article]
    Do you know if this one commenter works for the competition (HTWR, THOR..) ? He seems sooo intent...

    Thanks for this update!
    Mar 4, 2015. 06:38 PM | 2 Likes Like |Link to Comment
  • The Best Way To Capitalize On Celldex Therapeutics' Upside [View article]
    I'm invested in both CLDX and NWBO, but the upside on NWBO is quite a bit greater, has production facilities in Europe and the U.S., has the first PIM designation in the U.K., Hospital Exemption in Germany, an exceptional safety profile, and is in Phase III for GBM in the U.S., Germany, the U.K., and Canada, paving the way for quick commercialization once (if of course, like all clinical trials companies) approved. My NWBO investment is hence a multiple of my CLDX investment.
    Good Luck to all Longs and to Patients!!!
    Feb 27, 2015. 09:49 AM | 2 Likes Like |Link to Comment
  • MannKind: Another Year Of Disappointments? [View article]
    Another year of disappointing articles by Looking for Diogenes.
    Feb 26, 2015. 03:07 PM | 2 Likes Like |Link to Comment
  • Exclusive Interview With Tonix Pharmaceuticals CEO And CFO [View instapost]
    Great video Joe! And nice recap from Mike, which hits on the major points. The video gives a lot more color and a sense of confidence from the CEO and the CFO. Also some interesting thoughts on what the future could hold in terms of partnering, marketing, and not wanting to plan too much ahead as events will drive the thinking.
    Overall, 3 clinical trials, great cash position, clarity of thoughts from the management team, patents, large unmet medical need lead to a very large potential upside and some risk. A great investment opportunity!

    Thanks so much Joe for sharing your research!!! Count me as one of your fans!
    Feb 26, 2015. 11:19 AM | 3 Likes Like |Link to Comment
  • Northwest Bio cleared to begin DCVax-L study in Canada [View news story]
    Another great move by NWBO. They continue to execute successfully on many fronts.

    From the PR:
    "As we have regularly said, adding further countries and trial sites, even as we reach the late stages of our Phase III trial, provides a double benefit: it will help accelerate the completion of the trial and, importantly, it will expand the pool of sites that are trained, experienced and prepared in advance for commercialization of DCVax-L."

    And negotiations have been under way with HE/Germany for reimbursement levels, so a commercial activity can in fact start before approval by 4 different regulatory agencies!

    Long NWBO
    Feb 19, 2015. 06:50 PM | 11 Likes Like |Link to Comment
  • Will Neuralstem Phase II Results Pave The Road To A Stem Cell Cure For ALS? [View article]
    Just checked the Bio CEO Investor Conference presentation. It looks like an NSI-189 MDD Phase II will start 2Q2015, with 150 patients target over 20 centers. CUR is firing on all cylinders.
    Feb 18, 2015. 11:16 PM | 1 Like Like |Link to Comment
  • Will Neuralstem Phase II Results Pave The Road To A Stem Cell Cure For ALS? [View article]
    On clinicaltrials.gov, the two NSI-189 studies show up as 'completed' (NCT01520649, NCT01310881). Any info on those?

    Is there another Phase I trial on NSI-189?
    Feb 18, 2015. 03:15 PM | 3 Likes Like |Link to Comment
  • Why To Buy Zeltiq Two Years Ago [View instapost]
    Hey Man, great video and nice image quality! Good to see you in person.
    The clip reminded me of Matrix for some reason. Go figure :)

    The message about insider buying and selling is clear. I was hoping, when you first stated it, that you would have some statistical analysis or backtracking validation. I know you are focused on some very interesting stocks and you go deep. For that claim, maybe going 'wide' (for those AI guys out there) could have been interesting too.
    Thanks so much and best of luck! Hope to see more great videos like these!
    Feb 16, 2015. 12:22 PM | Likes Like |Link to Comment
  • Could MannKind's U.S. Traction Result In A Short Squeeze? [View article]
    The author writes: "If you're long MannKind and have been through the thick and thin over the last few years, the great thing about this news is that you're finally going to watch the core of your long thesis play out. "

    Exactly! Waiting another 6 months and seeing the long thesis play out is what we Longs are doing. Folks who've been Longs are not going to sell now :) As for a short squeeze, it's a possibility that I won't rule out, but I don't invest based on that possibility.
    Feb 4, 2015. 09:45 AM | 8 Likes Like |Link to Comment
  • Stay Away From Martin Midstream - Cramer's Lightning Round (1/27/15) [View article]
    I don't see the need to relay Cramer's show. I did not see any in depth research around those one-liners. What are you trying to do? Help theStreet?
    Jan 28, 2015. 02:08 PM | Likes Like |Link to Comment
  • PDUFA date approaches for Rockwell's Triferic [View news story]
    And the FDA approval shows once more the irrelevance of theStreet's scribbler. Adam Feuerstein tried to mislead once more investors.
    Jan 26, 2015. 09:32 AM | Likes Like |Link to Comment
  • FDA clears Triferic [View news story]
    This shows once more how wrong and irrelevant theStreet's scribbler, Adam Feuerstein, really is.
    Jan 26, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • PDUFA date approaches for Rockwell's Triferic [View news story]
    Agreed Stephen :)
    Given the positive AdCom indicated here and theStreet scribbler's view, I'm buying a few shares as a 'gamble' to play on that discrepancy. I'll see if I win or lose, it's not going to be much anyways.
    Cheers!
    Jan 22, 2015. 02:07 PM | 2 Likes Like |Link to Comment
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