reitinvestor

Spectrum Pharma: Zevalin Has Blockbuster Potential

The pancytopenia caused by Zevalin should be of particuilar concern. Recall the story of using radioactive phosphorus in Polycythemia Vera....P32 has subsequently been shown to cause acute leukemia and other myeloproliferative disorders.....sure, there is a rather long latent period, but who wants to survive NHL only to get leukemia?

Spectrum Pharma: Zevalin Has Blockbuster Potential

My comment somehow got cut off; trying to say that a reason Zevalin has not had wider use is that I think it requires a special license to handle and administer it, as it is radioactive. Thus, the treating oncologist has to refer the patient to a radiotherapist in most cases.

Spectrum Pharma: Zevalin Has Blockbuster Potential

Justin, you make the bulls

Entertainment Property: Long-Term Outlook Remains Favorable

Water parks and racetracks have little in common with movie theatres. Management has strayed from their core competency. Their theatres are 100% occupied. Management here is suspect, imho.

How Much Is Dendreon Worth?

204405....no, no, no............Provenge requires a blood sample from the patient..........the antigen is in a test tube at DNDN...........no?

Entertainment Properties Trust: One Stock I Wouldn't Rush to Buy

Any analysis of a Reit these days that doesn't include a balance sheet examination and study of its debt maturity schedule is incomplete, imho

American Capital Strategies: Management Credibility in Question

The class action law firm of Dewey,Screwem and Howe will be on the case shortly. Not to worry.

Two Good REITs: Regency Centers and Equity Residential

There are a number of solid companies in the strip center sector. AKR has been doing a considerable amount of development in the New York metropolitan area; EQY is looking to expand out of its southern concentration and the board chairman has been making large insider purchases; And, of course there is KIM, expanding into Canada, Mexico and Chile. Reits are trading at historically large discounts to NAV.

ICF: The Surprising Rise of REITs in a Real Estate Downturn

It should be pointed out that besides being limited to the realty "majors", this ETF is market cap weighted; its performance this year is all the more impressive in that I believe it does not invest in healthcare Reits, one of the best performing Reit sectors.