Amy Baldwin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1052809/comments http://seekingalpha.com/article/1341071/comments?source=feed#comment-17689131 17689131 Tue, 16 Apr 2013 10:39:37 -0400 http://seekingalpha.com/article/1341071/comments?source=feed#comment-17689001 17689001 Tue, 16 Apr 2013 10:36:40 -0400 http://seekingalpha.com/article/1341071/comments?source=feed#comment-17688941 17688941 Tue, 16 Apr 2013 10:34:30 -0400 http://seekingalpha.com/article/1326841/comments?source=feed#comment-17413811 17413811 Tue, 09 Apr 2013 15:11:29 -0400 http://seekingalpha.com/article/1272071/comments?source=feed#comment-16300041 16300041 Everyone knows that the phase two trial was to investigate NeuVax’s best use. The company found that using the vaccine on those with lower levels of HER2 was more effective. Anyone who has followed the stock knows the number of differences between the phase two and phase three PRESENT trial. I think one writer put it, “this trial is built around NeuVax’s strengths while the other was not”
GALE is at the very least worth a small investment, and I think the comments and articles provided by Rich Steffens are much more thorough, thoughtful, and useful to those seeking an unbiased opinion, as he does not currently own shares.
In regards to you Mr. Schwartz, I am very interested in your motives. I’ve never seen you cover Galena in the past and for a “30 year veteran of the Pharmaceutical Industry” who was most recently in the role of “Executive Director, Strategic Transactions for Bristol-Myers Squibb Company”, why would you even waste your time with such research on a small little company like Galena Biopharma, especially if you are “betting’ against its success? It doesn’t make sense.
If you really do speak frequently about the dynamics and evolving research and treatment paradigms in oncology then you’d know that in oncology, when treating a disease such as cancer, there are no rules, no consistencies, and that we have not yet found a cure. If you were unbiased and without a position long or “short”, then you’d be much more receptive to the idea of Galena’s strategy in preventing, not treating, breast cancer.
In my opinion, there were too many inconsistencies in this piece for it to be believable. I’ve already seen several people point out incorrect numbers, data, etc. This leads me to think that this was just some thrown together article with the main objective being to cause the stock to fall lower. Everyone knows that Galena is volatile, and it always humors me how everytime it reaches $2.10 there is a new contributor who rises with the same spin but different words on why GALE will fail.
Honestly, I would respect you much more if you’d just come out and add a disclosure saying, “I am publishing this article on March 13 because on the 15th my, or my employers, put options expire and I need the stock to be under $2”. Then, I would have a great deal of respect for your work, because at least you’ be honest. As far as I can see, four of your five articles follow the same pattern: Bearish articles the day(s) before you need a stock to drop on volatile stocks GALE, PPHM, NLNK, and also ZIOP on March 14. Come on…. Give me a break!!! The really sad thing is that the stock did fall lower, that means there is no doubt that you’ll be at it again with some other stock in a couple weeks.]]> Thu, 14 Mar 2013 18:19:02 -0400 Everyone knows that the phase two trial was to investigate NeuVax’s best use. The company found that using the vaccine on those with lower levels of HER2 was more effective. Anyone who has followed the stock knows the number of differences between the phase two and phase three PRESENT trial. I think one writer put it, “this trial is built around NeuVax’s strengths while the other was not”
GALE is at the very least worth a small investment, and I think the comments and articles provided by Rich Steffens are much more thorough, thoughtful, and useful to those seeking an unbiased opinion, as he does not currently own shares.
In regards to you Mr. Schwartz, I am very interested in your motives. I’ve never seen you cover Galena in the past and for a “30 year veteran of the Pharmaceutical Industry” who was most recently in the role of “Executive Director, Strategic Transactions for Bristol-Myers Squibb Company”, why would you even waste your time with such research on a small little company like Galena Biopharma, especially if you are “betting’ against its success? It doesn’t make sense.
If you really do speak frequently about the dynamics and evolving research and treatment paradigms in oncology then you’d know that in oncology, when treating a disease such as cancer, there are no rules, no consistencies, and that we have not yet found a cure. If you were unbiased and without a position long or “short”, then you’d be much more receptive to the idea of Galena’s strategy in preventing, not treating, breast cancer.
In my opinion, there were too many inconsistencies in this piece for it to be believable. I’ve already seen several people point out incorrect numbers, data, etc. This leads me to think that this was just some thrown together article with the main objective being to cause the stock to fall lower. Everyone knows that Galena is volatile, and it always humors me how everytime it reaches $2.10 there is a new contributor who rises with the same spin but different words on why GALE will fail.
Honestly, I would respect you much more if you’d just come out and add a disclosure saying, “I am publishing this article on March 13 because on the 15th my, or my employers, put options expire and I need the stock to be under $2”. Then, I would have a great deal of respect for your work, because at least you’ be honest. As far as I can see, four of your five articles follow the same pattern: Bearish articles the day(s) before you need a stock to drop on volatile stocks GALE, PPHM, NLNK, and also ZIOP on March 14. Come on…. Give me a break!!! The really sad thing is that the stock did fall lower, that means there is no doubt that you’ll be at it again with some other stock in a couple weeks.]]> http://seekingalpha.com/article/1232441/comments?source=feed#comment-15649741 15649741 Thu, 28 Feb 2013 15:17:45 -0500 http://seekingalpha.com/article/1232441/comments?source=feed#comment-15649671 15649671 Thu, 28 Feb 2013 15:15:53 -0500 http://seekingalpha.com/article/1232441/comments?source=feed#comment-15649631 15649631 Thu, 28 Feb 2013 15:15:12 -0500 http://seekingalpha.com/article/1232441/comments?source=feed#comment-15648921 15648921 Thu, 28 Feb 2013 15:02:23 -0500 http://seekingalpha.com/article/1232441/comments?source=feed#comment-15648871 15648871 Thu, 28 Feb 2013 15:01:46 -0500 http://seekingalpha.com/article/1226801/comments?source=feed#comment-15557501 15557501 Tue, 26 Feb 2013 23:58:57 -0500 http://seekingalpha.com/article/1171061/comments?source=feed#comment-14858581 14858581 Mon, 11 Feb 2013 16:45:10 -0500 http://seekingalpha.com/article/1090731/comments?source=feed#comment-13229711 13229711
The expansion into all other countries and the development the product to treat other indications is still speculative. I was surprised that Prochymal was approved, but I don't think it will be approved in the states. Maybe I'm wrong, but I don't see the peak potential to compliment the valuation. ]]> Wed, 02 Jan 2013 15:07:43 -0500
The expansion into all other countries and the development the product to treat other indications is still speculative. I was surprised that Prochymal was approved, but I don't think it will be approved in the states. Maybe I'm wrong, but I don't see the peak potential to compliment the valuation. ]]> http://seekingalpha.com/article/1090731/comments?source=feed#comment-13226921 13226921
Dr. Smith spoke about the manufacturing space in a recent interview using 10% of total revenue for the $50 billion annual regenerative medicine field. However, manufacturing services expand beyond just regenerative medicine, but because NeoStem is known as a regenerative medicine company, it's probably easier to focus on that specific industry.

http://seekingalpha.co...


I disagree with the notion that BAX, IMUC, and SOTIO will leave. SOTIO already has a manufacturing facility but chose to use NBS. BAX has the resources to create its own, but the truth is that it's expensive and finding professionals to work in the laboratories do not grow on trees. Have you ever known anyone who works in one these facilities? Especially with the therapeutics being created?Probably not

I think NeoStem has a great bargaining chip: They can use the experiences of DNDN to their advantage. DNDN built its own facilities and failed. Like I said, it's expensive to build and use these facilities for one product. NBS manufactures 1,000s of product therefore its costs are less.

In terms of growth, I think NBS could more than double its revenue in 2013, and increase its margins. IMUC is in a large Phase 2 study and as enrollment continues and patients progress it will need more product. The same can be said for SOTIO and BAX, both are in large late stage trials. Therefore, NeoStem's revenue should rise

I think all three of these companies will earn FDA approvals, which will also look good on NBS, seeing as how it manufactured the cells. I expect new clients, more revenue, at least two of these companies to continue using PCT after approval, and a segment that could return $500 million in revenue in the next three-five years. I think it's one of the more promising segments that NBS is developing]]> Wed, 02 Jan 2013 13:56:25 -0500
Dr. Smith spoke about the manufacturing space in a recent interview using 10% of total revenue for the $50 billion annual regenerative medicine field. However, manufacturing services expand beyond just regenerative medicine, but because NeoStem is known as a regenerative medicine company, it's probably easier to focus on that specific industry.

http://seekingalpha.co...


I disagree with the notion that BAX, IMUC, and SOTIO will leave. SOTIO already has a manufacturing facility but chose to use NBS. BAX has the resources to create its own, but the truth is that it's expensive and finding professionals to work in the laboratories do not grow on trees. Have you ever known anyone who works in one these facilities? Especially with the therapeutics being created?Probably not

I think NeoStem has a great bargaining chip: They can use the experiences of DNDN to their advantage. DNDN built its own facilities and failed. Like I said, it's expensive to build and use these facilities for one product. NBS manufactures 1,000s of product therefore its costs are less.

In terms of growth, I think NBS could more than double its revenue in 2013, and increase its margins. IMUC is in a large Phase 2 study and as enrollment continues and patients progress it will need more product. The same can be said for SOTIO and BAX, both are in large late stage trials. Therefore, NeoStem's revenue should rise

I think all three of these companies will earn FDA approvals, which will also look good on NBS, seeing as how it manufactured the cells. I expect new clients, more revenue, at least two of these companies to continue using PCT after approval, and a segment that could return $500 million in revenue in the next three-five years. I think it's one of the more promising segments that NBS is developing]]> http://seekingalpha.com/article/1056841/comments?source=feed#comment-12493101 12493101 Tue, 11 Dec 2012 15:40:59 -0500 http://seekingalpha.com/article/1056841/comments?source=feed#comment-12493021 12493021 Tue, 11 Dec 2012 15:39:19 -0500 http://seekingalpha.com/article/1056841/comments?source=feed#comment-12477931 12477931 Tue, 11 Dec 2012 10:23:56 -0500 http://seekingalpha.com/article/1056841/comments?source=feed#comment-12476651 12476651 Tue, 11 Dec 2012 09:55:14 -0500 http://seekingalpha.com/article/1017301/comments?source=feed#comment-11806381 11806381
http://bit.ly/s07Pm4]]> Tue, 20 Nov 2012 10:46:44 -0500
http://bit.ly/s07Pm4]]> http://seekingalpha.com/article/1010141/comments?source=feed#comment-11643981 11643981 Thu, 15 Nov 2012 11:51:33 -0500 http://seekingalpha.com/article/1001351/comments?source=feed#comment-11544691 11544691 Tue, 13 Nov 2012 10:13:14 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11517461 11517461 Mon, 12 Nov 2012 15:35:58 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11517411 11517411 Mon, 12 Nov 2012 15:34:58 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11416041 11416041 Fri, 09 Nov 2012 10:08:36 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11415971 11415971 Fri, 09 Nov 2012 10:07:17 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11415801 11415801
Also, you must consider that NBS has several late-stage companies in its services segment (manufacturing). The company's sales will rise from advanced trials. I don't foresee financing anytime soon, but the company has many options. ]]> Fri, 09 Nov 2012 10:02:54 -0500
Also, you must consider that NBS has several late-stage companies in its services segment (manufacturing). The company's sales will rise from advanced trials. I don't foresee financing anytime soon, but the company has many options. ]]> http://seekingalpha.com/article/986381/comments?source=feed#comment-11344931 11344931 Wed, 07 Nov 2012 17:28:36 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11330691 11330691 Wed, 07 Nov 2012 12:54:20 -0500 http://seekingalpha.com/article/986381/comments?source=feed#comment-11327191 11327191
I agree with you about NBS having a fantastic product. The stock will ultimately take care of itself which is another reason that I doubt the company reverses the stock. ]]> Wed, 07 Nov 2012 11:56:59 -0500
I agree with you about NBS having a fantastic product. The stock will ultimately take care of itself which is another reason that I doubt the company reverses the stock. ]]> http://seekingalpha.com/article/986381/comments?source=feed#comment-11326911 11326911
Why wouldn't you trust Robin? What has she done? All she has done in 2012 is strengthen the company's balance sheet and its cash position while growing the manufacturing business. ]]> Wed, 07 Nov 2012 11:52:31 -0500
Why wouldn't you trust Robin? What has she done? All she has done in 2012 is strengthen the company's balance sheet and its cash position while growing the manufacturing business. ]]>