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huskers123

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  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Matija, always appreciate your articles...because they are well thought out. I think it could very well be what you are saying. If you noticed these posters are carry overs from NNVC and prior. It could be they shorted and lost big, or it could be a Hedgefund shorted NNVC and piior Co's and got burned and they want revenge. It seems personal, and not rationale. I short stocks too, but I am very careful, CTIX would not be a stock I would consider shorting. When I lose $$$, I just move on, busines is business. These guys are taking it personally and really stretch what they call evidence. I really think they believe it is evidence, because is supports their feelings, notice I said feelings. Or as you say, the tree is being shaken for shares. I've been loading up., was very concerned about Kevetrin prior to the news, and thought the shorts could very well be right on that drug, but the news really turn out to be great news. I really was playing CTIX for the antibiotic play like I have done with Trius, DRTX, TTPH, and CEMP. Kevetrin now maybe their lead drug.
    Jan 26, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • Cempra Has Insider Interest And A Blockbuster Anti-Biotic: Buy [View article]
    Great article. My thoughts are CEMP should go it alone, if they can't get a high price in a buyout. You are right about the risks on marketing..etc. I owned DRTX, and definitely was glad they got bought by ACT for the reasons you site here. The thing with CEMP, is the market for their drug is very large and the need is great.
    Jan 25, 2015. 10:12 PM | Likes Like |Link to Comment
  • Does Cempra Have The Next Blockbuster Drug? [View article]
    Thanks for the very good article! Love CEMP, believe it will go much higher.
    Jan 25, 2015. 10:08 PM | Likes Like |Link to Comment
  • Valero Now Belongs In An Income And Value Portfolio [View article]
    Bret, excellent article once again! I have difficulty in analyzing VLO, PSX and MPC each one I analyze I can't decide, which one is better...so I bought all 3. Can you explain why refiners got pounded with the energy sector decline based on oil prices? Is it ETF's. Thanks Bret!
    Jan 25, 2015. 10:01 PM | Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Prove it, show us some credible evidence. If you can't you shouldn't post here anymore.

    Meanwhile, CTIX did prove something to the FDA, QIDP. B is all it takes my friend for this to be a winner.
    Jan 25, 2015. 09:21 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Geez didn't think they were any more un-civil than others. Help me out, do these sound better?

    Author, your focus on the past acquisition of furniture was a bit off base. Please don't be offended! If you could next time, would you add some analysis on the drug's in the pipeline, and there potential? Thanks!

    Or how about this one. Author, your accusations on Dr. Menon, I believe are out of line, and shouldn't be discussed given the present decorum of Seeking Alpha contributors, and fellow followers. I would if I may extend that to your accusations of the management team. Please don't be offended by my suggestions -- Author, I couldn't come up with a better word than accusations.

    Is that better? BTW, I hear SA is coming out with another slam on Monday, hope that isn't true. If they do it tells you how the recent-Kevetrin news really puts their short positions in one heck
    of a bind.
    Jan 25, 2015. 10:13 AM | 4 Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Now they have all suddenly appeared.
    Jan 24, 2015. 01:22 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    My post are getting deleted ASAP. Even my posts saying I am getting deleted are getting deleted. WoW, you be the judge.
    Jan 24, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    My posts are disappearing fast. Author must be getting them deleted ASAP. When are you going to post an article?
    Jan 24, 2015. 12:45 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Kevetrin news is Novel, breakthrough type news. Granted we won't really know until we get a full picture from trial data, but trust me its very big. There was a lot of uncertainty on Kevertrin with the cancers they are targeting. You can blindly make short bets on biotechs targeting these cancers and be rewarded >90+ % of the time. This news was a huge de-risking of Kevetrin, and probability success models would increase the present value considerably. IMHO.
    Jan 24, 2015. 12:35 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    The results of the patient dropping out of the trial is not showmanship. It came from the researchers overseeing the trial assessing the patient's condition and data that must be provided to the FDA. There is a legal obligation to publish this type of data after each Cohort good or bad. Think about it trials are halted, stopped until the FDA examines the data on a patient trial exit trigger. Sounds like you don't know how trials are conducted.
    Jan 24, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    My son is about to buy some furniture for his apartment, maybe the author can be of help?
    Jan 24, 2015. 12:16 PM | 2 Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Based on the recent Kevetrin news hardly over extended. Compare to Juno, TWTR, Agios market cap when Agios came out in the New Yorker. What good analysts do for biotechs...they take the pipeline, assign a probability of success based on where it is in the trial, and many other factors, discount future flows based on the probability of success and come up with a current valuation. Then they share their analysis for peer review and others to make an informed opinion. Where is that analysis here, in this hack job of an article?
    Jan 24, 2015. 12:14 PM | 5 Likes Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    He might have to prove them, right now its slander and he could be sued on multiple counts. Leaving out any analysis on the potential of the pipeline, what other drug Co's have paid for like drugs, if the data is real there should be no problem with finding funding or a partner. Very biased, the whole article is twisted, and case for shorting CTIX very lame.
    Jan 24, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Here we go again. The news on the Stage 4 Ovarian patient was a game changer for Kevetrin and CTIX. Although I believe Brilacidin alone is a game changer for CTIX. My opinion is the Kevetrin news was a dagger in the short thesis. I think there are some big short bets, based on 2 fronts 1) its a small cap biotech running out of $$$ (the basic biotech short playbook -- nothing deeper than that on analysis of the drugs in the pipeline) 2) It became known that a patient dropped out of the trial. Although the news as to why wasn't known until recently, the basic assumption was it is really bad, which is usually the case. I myself had doubts about Kevetrin, very tough areas of cancer to crack. So given the leak, some big Hedgeunds, investors took out some huge short positions-in my opinion.

    Then the news came out on the patient that left the trial. This news is as big as the news AGIO's CEO had in the New Yorker on a patient in their early trials IMHO. There is just no way to discredit how significant the results are for a stage 4 OV patient. I can't think of a rational explanation to discredit this news other than the patient healing on her own, which may be possible, not sure that has EVER happened. So the news is unbelievably good, shorts are trapped, now what to do. They go back to the old playbook, how CTIX acquired their pipeline, (“look they only paid $5M, blah blah blah” can’t be worth anything, management blah blah blah can’t be trusted). I suppose if you find a diamond in your back yard, or Warren Buffet Berkshire Hathaway when he bought it at a 20,000% discount to today can’t be worth anything right. Now they add how furniture was acquired, lab equipment, and attacking the lead researcher who won the President’s award at LLY.
    What is very disappointing is how Seeking Alpha promotes the articles from Ben Sharvy and this anonymous hack, and doesn’t allow credible balanced articles from Named contributors with credentials. I think we should all write MSN and get Seeking Alpha off every link. This is just garbage at best, maybe something much worse.
    Jan 24, 2015. 11:49 AM | 3 Likes Like |Link to Comment
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