NEH's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/113192/comments http://seekingalpha.com/article/170143-unilife-medical-device-innovator-creating-jobs-in-pennsylvania?source=feed#comment-739278 739278 Sun, 01 Nov 2009 12:07:47 -0500 http://seekingalpha.com/article/152121-blue-dogging-health-care?source=feed#comment-607732 607732 Thu, 30 Jul 2009 08:57:36 -0400 http://seekingalpha.com/article/152466-an-angry-banker-s-foreclosure-solution?source=feed#comment-607694 607694 Thu, 30 Jul 2009 08:38:06 -0400 http://seekingalpha.com/article/124664-updates-to-fda-and-clinical-trial-calendars?source=feed#comment-421150 421150

On Mar 08 03:09 PM BioMedReports.com wrote:

> Victoza (liraglutide) is used once-daily via subcutaneous injection.
> Liraglutide is a synthetic glucagons-like peptide-1 (GLP-1) and is
> classified as an incretin mimetic type of diabetes drug. GLP-1 is
> a gut-derived regulator of glucose that is released after oral ingestion
> of carbohydrates or gats. Type 2 diabetics have reduced levels of
> GLP-1 in response to carbohydrate intake.
>
> GLP-1 enhances insulin secretion once it enters the systemic circulation
> and also increases the synthesis of insulin. Other effects of GLP-1
> include suppression of glucagon secretion, slower gastric emptying
> (5-10% incidence of nausea), reduced food/caloric intake, and pancreatic
> beta cell proliferation. Liraglutide does not increase insulin secretion
> or suppress glucagons secretion when blood glucose levels are low
> or normal.
>
> Symlin (pramlintide) is used via subcutaneous injection prior to
> meals as a synthetic analog of the hormone amylin which is secreted
> by the pancreatic beta cells along with insulin in health individuals
> (amylin is secreted at much lower levels than insulin, e.g. 1:20
> ratio). Amylin secretion is absent in Type 1 diabetics and decreased
> in Type 2 diabetics. Decreased or absent amylin secretion results
> in inadequate response to insulin treatments leading to weight gain
> and poor glycemic control (especially after meals or postprandial).
>
>
> Amylin replacement therapy results in slower gastric emptying (nausea
> side effect results), decreased appetite/caloric intake, and decreased
> glucagon secretion after meals. In combination with insulin, Symlin
> treatment results in better glycemic control and causes modest weight
> loss (versus weight gain associated with insulin mono-therapy).
> ]]> Tue, 10 Mar 2009 19:53:05 -0400

On Mar 08 03:09 PM BioMedReports.com wrote:

> Victoza (liraglutide) is used once-daily via subcutaneous injection.
> Liraglutide is a synthetic glucagons-like peptide-1 (GLP-1) and is
> classified as an incretin mimetic type of diabetes drug. GLP-1 is
> a gut-derived regulator of glucose that is released after oral ingestion
> of carbohydrates or gats. Type 2 diabetics have reduced levels of
> GLP-1 in response to carbohydrate intake.
>
> GLP-1 enhances insulin secretion once it enters the systemic circulation
> and also increases the synthesis of insulin. Other effects of GLP-1
> include suppression of glucagon secretion, slower gastric emptying
> (5-10% incidence of nausea), reduced food/caloric intake, and pancreatic
> beta cell proliferation. Liraglutide does not increase insulin secretion
> or suppress glucagons secretion when blood glucose levels are low
> or normal.
>
> Symlin (pramlintide) is used via subcutaneous injection prior to
> meals as a synthetic analog of the hormone amylin which is secreted
> by the pancreatic beta cells along with insulin in health individuals
> (amylin is secreted at much lower levels than insulin, e.g. 1:20
> ratio). Amylin secretion is absent in Type 1 diabetics and decreased
> in Type 2 diabetics. Decreased or absent amylin secretion results
> in inadequate response to insulin treatments leading to weight gain
> and poor glycemic control (especially after meals or postprandial).
>
>
> Amylin replacement therapy results in slower gastric emptying (nausea
> side effect results), decreased appetite/caloric intake, and decreased
> glucagon secretion after meals. In combination with insulin, Symlin
> treatment results in better glycemic control and causes modest weight
> loss (versus weight gain associated with insulin mono-therapy).
> ]]> http://seekingalpha.com/article/124664-updates-to-fda-and-clinical-trial-calendars?source=feed#comment-418075 418075 ]]> Sun, 08 Mar 2009 13:01:55 -0400 ]]> http://seekingalpha.com/article/101059-bigger-is-not-better-in-banking?source=feed#comment-289478 289478 Fri, 24 Oct 2008 09:50:37 -0400 http://seekingalpha.com/article/101059-bigger-is-not-better-in-banking?source=feed#comment-287691 287691 Wed, 22 Oct 2008 09:27:23 -0400 http://seekingalpha.com/article/97565-taking-a-risk-with-20-yields?source=feed#comment-267600 267600 RIO). I agree EXM is one with the power and management to succeed, but this economy is for patient players only.]]> Sun, 28 Sep 2008 13:45:33 -0400 RIO). I agree EXM is one with the power and management to succeed, but this economy is for patient players only.]]> http://seekingalpha.com/article/95194-obama-or-mccain-whos-better-for-healthcare-investors?source=feed#comment-253640 253640
I think states should be allowed the liberty and resources to design public programs for the uninsured - tax dollars would pay for them. A federally administered system would be an unbelievable disaster.

]]> Sat, 13 Sep 2008 18:26:41 -0400
I think states should be allowed the liberty and resources to design public programs for the uninsured - tax dollars would pay for them. A federally administered system would be an unbelievable disaster.

]]> http://seekingalpha.com/article/93763-focusing-on-medical-equipment?source=feed#comment-248511 248511 Mon, 08 Sep 2008 12:57:49 -0400 http://seekingalpha.com/article/93763-focusing-on-medical-equipment?source=feed#comment-245346 245346
- It lapped around the first plateau at $14-$16 before bumping up to its high of $29 and now its lapping around $27/$28.

- There is alot of family ownership, with a second generation on board, and I think they have and will show good stewardship.

- It's a profitable company that has avoided, for the most part, the current FDA investigation into sales practices that has plagued its peers.

- It is spurring growth through acquisition of complementary products/companies (a spine products company whose name I don't remember offhand) and has acquired a global orthopedics distribution facility, with an existing sales force, in France. They have obtained a $40M credit facility and growth will be accretive.

- They have just been named to the Russell 3000.

- I expect future sales to be healthy because of the aging population.

My expectations are not based upon the heavy quantitative research that the Seeking Alpha audience tends to favor, but based upon my own personal investing experience which is more intuitive. Sometimes I lose, and sometimes I win mightily. I don't follow the crowds. Ever. I look for smaller growth companies in specific sectors that I understand. I never invested in financials because I do not understand them well enough, and they are not directly asset-based. A company, even if highly leveraged, must be asset based. I look for good cash flow. Obviously I could go on and on but I hope this answers your question in part, if not in whole.]]> Thu, 04 Sep 2008 10:04:00 -0400
- It lapped around the first plateau at $14-$16 before bumping up to its high of $29 and now its lapping around $27/$28.

- There is alot of family ownership, with a second generation on board, and I think they have and will show good stewardship.

- It's a profitable company that has avoided, for the most part, the current FDA investigation into sales practices that has plagued its peers.

- It is spurring growth through acquisition of complementary products/companies (a spine products company whose name I don't remember offhand) and has acquired a global orthopedics distribution facility, with an existing sales force, in France. They have obtained a $40M credit facility and growth will be accretive.

- They have just been named to the Russell 3000.

- I expect future sales to be healthy because of the aging population.

My expectations are not based upon the heavy quantitative research that the Seeking Alpha audience tends to favor, but based upon my own personal investing experience which is more intuitive. Sometimes I lose, and sometimes I win mightily. I don't follow the crowds. Ever. I look for smaller growth companies in specific sectors that I understand. I never invested in financials because I do not understand them well enough, and they are not directly asset-based. A company, even if highly leveraged, must be asset based. I look for good cash flow. Obviously I could go on and on but I hope this answers your question in part, if not in whole.]]> http://seekingalpha.com/article/93763-focusing-on-medical-equipment?source=feed#comment-245030 245030 Wed, 03 Sep 2008 21:25:18 -0400 http://seekingalpha.com/article/93386-the-election-s-impact-on-the-market?source=feed#comment-243107 243107 Mon, 01 Sep 2008 10:23:12 -0400 http://seekingalpha.com/article/93341-prime-foreclosures-now-greater-than-subprime?source=feed#comment-242433 242433 Sun, 31 Aug 2008 08:43:32 -0400 http://seekingalpha.com/article/90507-freightcar-america-coal-car-orders-will-pick-up-soon?source=feed#comment-229336 229336 Wed, 13 Aug 2008 10:03:06 -0400 http://seekingalpha.com/article/90695-medical-devices-are-solid-long-term?source=feed#comment-229315 229315 Wed, 13 Aug 2008 09:41:44 -0400 http://seekingalpha.com/article/87211-a-new-way-for-investors-to-sail-the-seas?source=feed#comment-215591 215591 Sun, 27 Jul 2008 11:04:27 -0400 http://seekingalpha.com/article/85793-majority-of-americans-support-ethanol?source=feed#comment-209839 209839 Sun, 20 Jul 2008 11:51:36 -0400 http://seekingalpha.com/article/85793-majority-of-americans-support-ethanol?source=feed#comment-209821 209821 Sun, 20 Jul 2008 11:23:39 -0400 http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-209750 209750 Sun, 20 Jul 2008 10:18:35 -0400 http://seekingalpha.com/article/83706-replacement-candidates-for-david-merkel-s-portfolio-from-aa-to-zz?source=feed#comment-200312 200312

On Jul 07 10:04 AM David White wrote:

> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now.]]> Mon, 07 Jul 2008 22:57:39 -0400

On Jul 07 10:04 AM David White wrote:

> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-198593 198593
Further to disclosure, I've been insulin dependent for over 45 years. Started out with one shot per day and moved to two shots and blood testing in 1980. Now take four to five injections a day since 1983 plus blood testing four to five times a day. You'd be surprised at what you can get used to.... Fact is, the shots don't bother me, they are just an inconvenient truth. (Though if I'd known as a young person that an alternative inhalable product was available I'd be yelping for it too.)

What DOES bother me is the blood testing, which is a downright nuisance, yet I follow my regimen every day (working full-time with a house and family as well). And even with TI, the diabetic is not relieved of blood-testing. (Mannkind developed and sold the first glucometer to Medtronic if I recall correctly - hence my earlier post about the device being most important.)

My doubtful view on TI is based upon return on investment only, and I have purposefully screened out the emotional component.
Posters here, and the broader investment community, are looking out for their money. As I said in my earlier posts, I truly hope Mannkind succeeds. There is definitely a market for this, but from an investment point of view, I just don't think TI will be the "cash-cow" people expect it will be.

I personally think stem-cell options are the only answer. If Mannkind sank all that dough into stem-cell research, might we be closer to a cure? There are private companies developing stem-cell banks for private buyers who have the money. Until then, I'm waiting for the unit to be developed that does it all. Continuous glucose-monitoring and insulin delivery through a patch on the skin -all in one device. Now that's convenience.

AW - your comment about the duration of Humalog is well-taken. However, doctors have instructed me about that "90-minute" window. Every person's biology is different and each reacts differently to insulin, or any other medicine for that matter. There is always a residual effect from insulin, but from experience I don't think there are any "rules" about it. Heck, when it comes to diabetes, there are no rules. Period. I still think the device is what Mannkind is banking on, and if there is a cash-cow, this is it. You have succeeded in engaging a very wide audience here. Congratulations, AW.]]> Fri, 04 Jul 2008 12:20:11 -0400
Further to disclosure, I've been insulin dependent for over 45 years. Started out with one shot per day and moved to two shots and blood testing in 1980. Now take four to five injections a day since 1983 plus blood testing four to five times a day. You'd be surprised at what you can get used to.... Fact is, the shots don't bother me, they are just an inconvenient truth. (Though if I'd known as a young person that an alternative inhalable product was available I'd be yelping for it too.)

What DOES bother me is the blood testing, which is a downright nuisance, yet I follow my regimen every day (working full-time with a house and family as well). And even with TI, the diabetic is not relieved of blood-testing. (Mannkind developed and sold the first glucometer to Medtronic if I recall correctly - hence my earlier post about the device being most important.)

My doubtful view on TI is based upon return on investment only, and I have purposefully screened out the emotional component.
Posters here, and the broader investment community, are looking out for their money. As I said in my earlier posts, I truly hope Mannkind succeeds. There is definitely a market for this, but from an investment point of view, I just don't think TI will be the "cash-cow" people expect it will be.

I personally think stem-cell options are the only answer. If Mannkind sank all that dough into stem-cell research, might we be closer to a cure? There are private companies developing stem-cell banks for private buyers who have the money. Until then, I'm waiting for the unit to be developed that does it all. Continuous glucose-monitoring and insulin delivery through a patch on the skin -all in one device. Now that's convenience.

AW - your comment about the duration of Humalog is well-taken. However, doctors have instructed me about that "90-minute" window. Every person's biology is different and each reacts differently to insulin, or any other medicine for that matter. There is always a residual effect from insulin, but from experience I don't think there are any "rules" about it. Heck, when it comes to diabetes, there are no rules. Period. I still think the device is what Mannkind is banking on, and if there is a cash-cow, this is it. You have succeeded in engaging a very wide audience here. Congratulations, AW.]]> http://seekingalpha.com/article/83706-replacement-candidates-for-david-merkel-s-portfolio-from-aa-to-zz?source=feed#comment-198523 198523 Fri, 04 Jul 2008 10:56:37 -0400 http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190107 190107 Sun, 22 Jun 2008 10:34:30 -0400 http://seekingalpha.com/article/77687-does-spac-spell-scam?source=feed#comment-169610 169610 Sun, 18 May 2008 10:05:45 -0400 http://seekingalpha.com/article/73573-can-exactech-keep-the-momentum-going?source=feed#comment-160568 160568

On Apr 28 11:20 AM Mr. Wynn wrote:

> I have had EXAC on a watchlist since Apr 25 of '07. In that time
> the stock is up more than 57%. Did I pull the trigger? Of course
> not, that would have been too farsighted of me. It drives me nuts
> sometimes to look at my watchlists and to see how much some companies
> have moved since I started watching them. I am tempted to buy Exactech
> now but I'm a little afraid that the multiples are getting stretced
> too much. They report tomorrow (the 29th) and I just can't see my
> way clear to do it. I may continue my regret if they come in with
> great earnings. I have to stay away from the coulda woulda syndrome.
> Great company, though.]]> Fri, 02 May 2008 08:22:55 -0400

On Apr 28 11:20 AM Mr. Wynn wrote:

> I have had EXAC on a watchlist since Apr 25 of '07. In that time
> the stock is up more than 57%. Did I pull the trigger? Of course
> not, that would have been too farsighted of me. It drives me nuts
> sometimes to look at my watchlists and to see how much some companies
> have moved since I started watching them. I am tempted to buy Exactech
> now but I'm a little afraid that the multiples are getting stretced
> too much. They report tomorrow (the 29th) and I just can't see my
> way clear to do it. I may continue my regret if they come in with
> great earnings. I have to stay away from the coulda woulda syndrome.
> Great company, though.]]> http://seekingalpha.com/article/74218-baby-boomers-go-bionic-body-replacement-devices-soar-in-popularity?source=feed#comment-159445 159445 Wed, 30 Apr 2008 12:20:29 -0400 http://seekingalpha.com/article/73811-tanker-stocks-bargains-here?source=feed#comment-157424 157424 Sun, 27 Apr 2008 10:32:08 -0400 http://seekingalpha.com/article/74218-baby-boomers-go-bionic-body-replacement-devices-soar-in-popularity?source=feed#comment-157410 157410 Sun, 27 Apr 2008 10:03:23 -0400 http://seekingalpha.com/article/73573-can-exactech-keep-the-momentum-going?source=feed#comment-157406 157406 Sun, 27 Apr 2008 09:57:56 -0400