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LarryWh

LarryWh
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  • Shares of Peregrine Pharmaceuticals (PPHM -15%) are hit hard today on the back of another negative Seeking Alpha article, this time from Chimera Research, claiming that the company's weak finances and disappointing clinical data reported to date on its pipeline drugs give no valid reason to justify its current market cap, much less owning the stock at all at current levels. Last week SA contributor Apsara Biotech had slammed the company, calling the current results for its cancer drug Bavi "overhyped." [View news story]
    Fact is if they were right in their beliefs they would not need to write these articles. The meeting to discuss the trial data is 2 weeks from now. If you put together the timing of these articles and the planned event why do they to drive prices down now? Answering this question is probably closer to the truth of what is happening.
    Aug 27, 2012. 01:46 PM | Likes Like |Link to Comment
  • More Downside Expected In Peregrine Pharmaceuticals [View article]
    rcketscientist your past comments show how accurate your predictions are. October 2011 your comments showed apple was going down not up. In October 2011 Apple was almost half the price it is today.
    Aug 27, 2012. 10:52 AM | 1 Like Like |Link to Comment
  • More Downside Expected In Peregrine Pharmaceuticals [View article]
    Well all they have to do is start the ball rolling then everyone jumps to sell their shares thinking it is the better choice. One news posting from PPHM could send it back up in a heartbeat and you just lose chasing it again. I expect September will be looking at the other side of this.
    Aug 27, 2012. 10:44 AM | 1 Like Like |Link to Comment
  • More Downside Expected In Peregrine Pharmaceuticals [View article]
    This is the 3rd crap article written on PPHM regarding a drug designed to help people that has shown improvement over current offerings.

    So how is it that they have held so many face to face meetings regarding partnership if this is soooo bad?

    SO WHAT WAS YOUR SHORT ENTRY?
    Aug 27, 2012. 07:49 AM | 3 Likes Like |Link to Comment
  • 3 Stocks To Rise Next Week, 2 To Fall [View article]
    Brian nice article... QCOR IMHO is headed towards 55, would not be surprised to see it top 60 if the market overall is not dragged down by Europe and a few other things.... I started in QCOR around the same time as REGN. Have you ever looked into REGN?
    Aug 26, 2012. 12:15 PM | Likes Like |Link to Comment
  • Assessing Galena Biopharma's Stock Upgrade And Reflecting On Other Upgrades [View article]
    Good points Brian, I would prefer having it all home baked as well, but given the time it takes and costs this is a nice solution. I am looking at the partner deals from a different angle.

    The partner thought I have is based on what Mark responded to in the conferences he held. Neuvax is only being tested with breast cancer patients. The results of the trials showed it also prevents other cancers from forming. Non controlled group experienced a 50% recurrence with Bone cancer versus the booster group with 0%. Since GALE is only focused on breast cancer with Neuvax a partner that helps position this into other areas would benefit everyone, even if they give up some of the proceeds. Remember the length of time it takes to get vaccines approved.....time makes a difference to everyone.

    The funding should prevent further shares from being sold. The expanded areas for the vaccine may also help overall positioning into a sales channel when it is ready for market.
    Aug 24, 2012. 04:33 PM | 1 Like Like |Link to Comment
  • Assessing Galena Biopharma's Stock Upgrade And Reflecting On Other Upgrades [View article]
    Nice article Brian

    I never considered purchasing the drug is considered as a stigma versus developing it themselves. From a technical standing I would think it either works or does not work regardless if they had a team that developed it or not. From a support view point of the data being gathered they already have some very respected individuals to do this and monitor the trials going forward. Needless to say examples of SPPI and QCOR were great and prove this type of venture works well.

    On a few occasions GALE has mentioned searching for a partner and starting a combo trial of Herceptin and Neuvax. Have you heard any further information on either of these topics?
    Aug 24, 2012. 02:55 PM | 1 Like Like |Link to Comment
  • Sanofi And Regeneron Move Forward On Cholesterol Drug, But Face Competition [View article]
    Grant I was joking~ one of Crestor side effects is memory loss! :)
    Aug 24, 2012. 06:27 AM | Likes Like |Link to Comment
  • Sanofi And Regeneron Move Forward On Cholesterol Drug, But Face Competition [View article]
    Grant I agree with you, in addition statins have some really nasty side effects. I just can't remember them, lol.....
    Aug 23, 2012. 04:33 PM | Likes Like |Link to Comment
  • 10 Notable Large-Cap And Mid-Cap Insider Sells Filed On August 17 [View article]
    You need to check the reason why Google insider sales are happening. This is not a negative sign of the folks thinking the company is going to lose value.

    Your comment stating only one reason for insiders to buy I think is also wrong. Please take a look at opko and explain why Frost is buying this in the pattern that has happened for last couple of years.
    Aug 20, 2012. 06:38 AM | Likes Like |Link to Comment
  • Sanofi And Regeneron Move Forward On Cholesterol Drug, But Face Competition [View article]
    So with regards to Regeneron your hesitation is the move to develop a drug in a crowded space?

    Your point shows the current treatments using statins have a weakness, overcoming this is a huge plus.

    The other factor for statins to consider is for high triglycerides which AMRN just gained approval for and NEPT has a solution in the works.

    Couple this together the target described is an excellent opportunity. Regeneron has released 4 drugs within the last year targeting unique market opportunities.

    Look beyond the drug targets and at the management behind them. Consider the float and market opportunity of Regeneron as well.
    Aug 18, 2012. 09:57 AM | Likes Like |Link to Comment
  • Windows 8 Will Show HP's True Weakness [View article]
    PC is hardware, look beyond the PC and see other manufacturers in HW going down like Panasonic, Sony as a couple additional examples. They simply know how to make good HW but lack SW which is the underlying cause. Apple is a SW provider that ships it's SW on a HW platform. Dell, HP are HW people. HW is price driven not value driven.
    Aug 18, 2012. 07:07 AM | Likes Like |Link to Comment
  • Windows 8 Will Show HP's True Weakness [View article]
    Agree wdchill, HP had a big percentage of revenue from printers, and lost most of this. They failed to develop a new segment that would grow to overcome this dropping revenue stream. Allot of folks started to say jump into HP after it dipped to the mid 20's but those that understood what was happening avoided. Today most of the value is in SW not HW and all the HW manufacturers are having a very difficult time and lack ability to differentiate.
    Aug 18, 2012. 07:04 AM | Likes Like |Link to Comment
  • 4 Highly Shorted Small Caps Being Bought Up By Insiders [View article]
    With regards to OPK this is one person that is buying, not a new trend, what makes you think this is a great opportunity?
    Aug 17, 2012. 12:23 PM | Likes Like |Link to Comment
  • What The Wal-Mart Results Are Saying [View article]
    No your point is they need to conduct business in these areas as if it were America.

    I would love to see people prosecuted for things they do. But why do they have the right to pick and choose what suits them?

    Start with the financial crisis, the guns sold to terrorist groups and drug cartel, the attempted overthrowing of governments. Why is it all of these issues are swept under the rug?

    Lets agree to disagree on this one.
    Aug 17, 2012. 08:47 AM | Likes Like |Link to Comment
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