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  • Investors Discounting Positive Data Readout On Brain Cancer Studies [View article]
    Seriously? The first link is about a woman who is "hopeful" about treatment - didn't even mention how long she has been on therapy or anything about any type of efficacy outcome. And this is a US patient, so they are NOT on a compassionate use program ! Your comment, labeling this as a "case study" and linking to the CU program (which is not done in the US), is not only inaccurate, it is irresponsible and downright misleading.

    As to the second link, I see nothing stating that Mr. Warren is on DCVax trial; perhaps you could provide a more precise link. I did see that he is co-founder of "take the fight", however, and that Linda Powers, CEO of NWBO, is on their Board of Directors.
    Feb 6, 2013. 02:53 PM | Likes Like |Link to Comment
  • 3 Biopharma Catalyst Trades To Consider For Today [View article]
    I don't think Scott understands that retrospective analysis, a.k.a. data dredging is unreliable and prone to bias. This is the reason that the gold standard for all pivotal trials, is randomized, double-blind, and when ethical, placebo controlled
    Feb 6, 2013. 02:44 PM | Likes Like |Link to Comment
  • Sarepta Therapeutics Still Looks Ridiculously Undervalued [View article]
    Maybe FDA is changing their ways. It would be a breath of fresh air in an Agency that, outside of rare diseases anyway, seems to have lost all balance of benefit:risk. Try to get something like steroids approved today - it would never happen, despite the need.
    Feb 6, 2013. 09:02 AM | Likes Like |Link to Comment
  • The Race To Cure Spinal Cord Injuries [View article]
    Companies like CUR may have their place in SCI, but from the POC work NVIV has done in NHP's, it is clear that the bioscaffold is necessary for neuroplasticity. Cell therapy on top of scaffold worked as well, but as I recall there was not an enormous difference. What this tells me is that they fundamental key for recovery from SCI is some type of matrix. So out of all the companies in this space, I think NVIV has the most promise, based solely on the evidence to date. With NVIV, I believe the question is "when" and not "if" they will bring the BSD treatment to market. There is tremendous IP, brain power, as well as individuals at NVIV who have a long history of developing these types of products and bringing them through commercialization. So it is not just a bunch of doctors and scientists right out of a lab with little knowledge of what they are up against (which is not uncommon in these types of companies). These folks understand the business & what it takes to weave through the regulatory hurdles and get a product to market.

    As to the "when" part, one can only speculate based on company remarks. The CEO's prior estimates of various milestones seemed overly optimistic, which unfortunately have undermined his credibility (to me anyway) in telling investors about what will happen this year. But I do believe these milestones will be hit +/- 6-8 months from his forecast, at least for the BSD. The reason I believe this is that it appears they have cleared the vast majority of regulatory hurdles with FDA. There is little in their way of moving forward at this point. Furthermore, I would think that at this point they would start engaging potential partners to commercialize the BSD outside the US, which could gain them a nice up front payment, and their CEO has already mentioned that they anticipate a commercial partner early this year (if I recall correctly from material released by the company). I think he will need to start delivering on these promises, or the Board may decide to put someone else in charge who can better match expectations with performance.

    The hydrogel may take longer to work thorugh FDA than management forecasts, IMO. Simply b/c the Agency needs to gain concurrence from both the Device & Drugs divisions as far as requirements for demonstrating safety & efficacy. This could be complicated & require a series of meetings with the Agency (which I envision taking place over a 8-18 month period before final agreement is reached).

    Lots of excitement here; which means lots of opportunity for short-term set backs & disappointments. Am holding & will add on any substantial weakness. I believe anyone buying the stock at around current prices will be very pleased 5 years hence.
    Jan 28, 2013. 11:28 PM | Likes Like |Link to Comment
  • Why Eni Is A Better Buy Than ExxonMobil Corp [View article]
    Awesome article. Have been long E for about a year and continue to nibble. It is still at an attractive valuation IMO; very nice dividend yield and selling at only a modest premium to book value.
    Jan 22, 2013. 03:21 PM | 1 Like Like |Link to Comment
  • These 2 Cheap Telecom Picks Could Be Top Performers In 2013 [View article]
    If you like FTE, consider selling naked below the money puts; if the stock is put to you, you will have a relatively lower cost basis and give a boost to your income. I agree with others above, stock has probably seen its' lows.

    "When pessimism is high, it's time to buy"
    Jan 22, 2013. 09:15 AM | Likes Like |Link to Comment
  • The Future Is Bright For General Electric [View article]
    SI is a much better value for a very similar company
    Jan 22, 2013. 09:11 AM | Likes Like |Link to Comment
  • Coach: Undervalued And Growing Rapidly [View article]
    Thank you for the opportunity to make a fine profit. I believe today's 4% gain is a sign that perhaps the market was viewing COH with too much doom and gloom. Looking for confirmation when earnings announced.
    Jan 14, 2013. 10:36 AM | Likes Like |Link to Comment
  • Important Lessons Learned From Apple Over The Past 10 Years [View article]
    But a can of coke is consumed a lot quicker than an ipad
    Jan 10, 2013. 02:24 PM | Likes Like |Link to Comment
  • Important Lessons Learned From Apple Over The Past 10 Years [View article]
    Never underestimate consumer's desire to be hip.
    Jan 10, 2013. 02:24 PM | Likes Like |Link to Comment
  • Is It Finally Time To Short U.S. Treasury Bonds? [View article]
    Nice article. To answer the question - IMO, yes. Am long TBF since last year. Got in too soon, but expect to be vindicated. Plus, this is a good interest rate hedge for fixed income holdings.
    Jan 10, 2013. 02:18 PM | Likes Like |Link to Comment
  • InVivo Therapeutics Holdings Might Be Roaring In The Next Year [View article]
    My recollection is that they have agreed to clinical trial design & endpoints with the Agency and that the Agency is inspecting GMP product for their (5 patient) trial. Once the FDA agrees that this material is within spec., they should have clearance to start enrolling patients. I would anticipate an update when they announce earnings, which I believe is in mid-Feb.

    Frank must have caught someone's attention at the conference in San Fran this week - look at the stock action, especially the volume today - about 3x average. I am not complaining; I think we have seen all time lows for NVIV.

    Although I agree that the time lines Frank has issued are overly optimistic (and have come back to haunt him - and hopefully he will be more careful in future [do you hear this, Board of Directors?]), the company's goal of starting enrollment in 2013 seems reasonable to me.

    In Frank's defense (although he should know better !!!), it is not unexpected to encounter unforeseen regulatory delays through no fault of the company. Meetings have to be arranged, briefing packages have to be compiled, submitted, and reviewed, questions have to be answered, etc. I think the major accomplishment, and I mean MAJOR - is that the Agency have agreed that the scaffolding is a medical device (not a drug). In nutshell, this, in conjunction with the humanitarian device exemption which importantly - DOES NOT REQUIRE THE DEVICE TO DEMONSTRATE EFFICACY, ONLY THAT IT IS UNLIKELY TO CAUSE HARM, sets a very low scientific, financial, and time bar; IMO, this product has the potential to get to market quickly and cheaply. Next logical step would be to load this with steroid for drug/device combo, then stem cells. Which is in NVIV's plans. Given the components of the scaffolding are already being used in the OR, it is difficult to envision any major safety issues arising in the clinic.

    And then there is hydrogel, which has ENORMOUS potential - even as a substrate for delayed release of steroids that are routinely used to treat pain originating from the spine.

    Although approaching oversold on the chart, I see these shares going much higher eventually, as from my perspective, barring any surprises (e.g., manufacturing issues), the news coming out in 2013-2014 should primarily be substantially positive news. Given the credentials of the materials engineers at the company, I don't foresee GMP issue as a likely event. And from my perspective, a 5 patient, open-label, single-arm trial is an unbelievable gift, esp. where there is no viable competition. This company is a find; and I wouldn't be surprised in a year to see articles on NVIV posted all over SA the way ARNA, VVUS, and others are today.

    PS: There are 2 analysts reports on the NVIV website; although interestingly the Zack's report that was on there last night did not seem to be available today. In addition to analyst report, there is a company funded fact sheet (which is very comprehensive and well written), which I consider required reading for those considering buying these shares.
    Jan 9, 2013. 04:49 PM | 1 Like Like |Link to Comment
  • Coach: Undervalued And Growing Rapidly [View article]
    To the extent these figures are discounted is the key question to whether you consider COH an opportunity or something to avoid. So I would have to go with your points 1 & 2; in short, the shares are out of favor, which IMO, is the time to buy them. I would say the same of AAPL. They are both growth stocks whose multiple will expand when investors see that the companies are doing fine. As has been mentioned, if COH has thrived through the current economic environment, there should be only upside from here, and this is not exclusively based on China. US consumer will be on upswing, Europe probably will not get much worse, and then you have the ROW (i.e., EM's ex-China). Agree that time will tell.
    Jan 9, 2013. 03:49 PM | Likes Like |Link to Comment
  • This Bio-Pharma Is Being Hyped While Insiders Are Dumping Shares [View article]
    Mr. Springer - your article is a great example of why non-scientists shouldn't be bashing or recommending companies that are reliant on scientific progress. Thank you - for helping push the stock down - I have a big smile on my face. My target is $5 by year-end. Catalyst:
    They will announce commencement of their trial soon. It worked in > 40 NHP's. There is no biologic reason why it won't work in humans. NVIV has a top notch management team and SAB. They are doing this right and in a few years this company should have >>$500M market cap. But, by all means, keep these articles flowing!
    Jan 8, 2013. 04:23 PM | 2 Likes Like |Link to Comment
  • 5 Defensive Benjamin Graham-Type Dividend Stocks [View article]
    All in favor of value investing. But apparel companies - definitely not.
    Jan 8, 2013. 03:48 PM | 3 Likes Like |Link to Comment