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glenkaiser06

glenkaiser06
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  • Attractive tax inversion targets remain, analysts say [View news story]
    Sounds like a good fit. SNN jumped on friday, probably in anticipation of this Bloomberg report. SYK bought MAKO last year which seemed like a questionable investment since MAKO had real problems making money and resurfacing of the knee & hip has very limited application. SNN makes more sense even if there is a lot of overlap. However SNN isn't really looking for a white knight, they have aggressive expansion plans of their own.
    Jul 21 07:57 AM | Likes Like |Link to Comment
  • Cellceutix develops room temp stable Brilacidin [View news story]
    More good news. I hope the FDA gives this new antibiotic accelerated review and approval, considering the resistant bacterial infections that are spreading world wide.
    Jul 14 08:46 AM | Likes Like |Link to Comment
  • DSMB gives thumbs up for continuation of brilacidin trial [View news story]
    I think the whole company now is just about Brilacidin. And it is hard to believe that a major pharma company would not make them a deal they could not refuse (think TEVA, Merck, etc). Let's hope that the right deal for the company and share holders happens that will give this new antibiotic the world class manufacturing and world wide marketing that it deserves.
    Jul 7 02:53 PM | Likes Like |Link to Comment
  • Teva Pharma: Underpriced And Misunderstood, Identifiable Catalyst [View article]
    Yes, NAVB has Lymphoseek on the market. Lymphoseek® (technetium Tc 99m tilmanocept) Injection is a novel, receptor-targeted, small-molecule radiopharmaceutical used in lymphatic mapping procedures that are performed to help in the diagnostic evaluation of potential cancer spread for patients with breast cancer and melanoma. Lymphoseek is designed to identify the lymph nodes that drain from a primary tumor, which have the highest probability of harboring cancer. Lymphoseek was approved by the U.S. Food and Drug Administration in March, 2013 for use in lymphatic mapping to assist in the localization of lymph nodes draining a primary tumor in patients with breast cancer or melanoma. The Company anticipates continuing development of Lymphoseek into other solid tumor areas that may include head and neck cancers, prostate cancer, thyroid cancer, lung/bronchus cancers, colorectal cancer and others. Lymphoseek was granted Fast Track and Priority Review designation for its supplemental new drug application (sNDA) for sentinel lymph node detection in patients with head and neck cancer.
    Jun 1 09:43 AM | Likes Like |Link to Comment
  • Teva Pharma: Underpriced And Misunderstood, Identifiable Catalyst [View article]
    TEVA should invest in some small struggling but high potential clinical stage bio-pharma companies that have great product pipelines like Navidea (NAVB) and Cellcutix (OTCQB:CTIX). Both have break though products in various testing stages and even FDA approval stages. TEVA could get them for a song and provide them both quality manufacturing and distribution. CTIX especially has a novel antibiotic Brilacidin-OM that would be a breakthrough disease resistant product that could reach quick approval by the FDA.
    May 31 08:32 AM | Likes Like |Link to Comment
  • Navidea Continues To Execute, When Will The Stock Follow? [View article]
    I still think they could (and should) be bought this year. They would make a strategic fit for a number of companies. But if the stock goes below $1 they will be delisted, and funds will be force to sell their shares. They need a white knight!
    May 10 12:05 PM | Likes Like |Link to Comment
  • Navidea Continues To Execute, When Will The Stock Follow? [View article]
    The CEO and CFO admit they were naive in 2013 about how to get their product adopted by the tight knit oncology/radiology market. They learned it costs more than they thought and Cardinal couldn't really 'sell' the product, only fulfill orders. So, I think all in all I am going to give them another year given their calendars with FDA, Europe, and their various trials. Even though I am down 50% on my investment, they do have good potential for broad base adoption in US, Europe, and Japan. I think they may even get bought at some point since they have a decent pipeline and unique product pipeline and are still inexpensive. This is definitely a long hold.
    May 8 02:56 PM | 2 Likes Like |Link to Comment
  • Gilead Science - Sovaldi's Pricing In A New Perspective [View article]
    I know GILD is expert at pricing, but I would prefer it if N. America & Europe & Japan/china pricing were closer together. India, Brazil, Africa, and South America could have a separate lower price, but not at the almost give away that causes black market. There are other older treatments for Hep C that these countries could continue to use if they can't afford the newest and latest.
    May 5 01:08 PM | Likes Like |Link to Comment
  • Gilead's Sovaldi Is The Solution, Not The Problem [View article]
    Good idea. It is crazy that the Canadian govt sets the price levels of our drugs, as well as Europe fixes their prices. If WHO or the UN would get all to agree on a single price for all countries (at least industrialized countries), then we would not have such lop sided (and unfair) pricing. Maybe the UN could also get members to agree on international corporate taxe rates! That would really be a move forward and correct the M&A for off shoring taxes.
    May 2 04:32 PM | Likes Like |Link to Comment
  • Gilead's Sovaldi Is The Solution, Not The Problem [View article]
    I think it market justice that GILD is up $5 since Express Scripts CEO attack it on its prices, and now ESRX is down now about the same amount! Notice the CEO is now all quiet on the pricing issue? Probably licking his stock price wounds :)
    May 1 12:51 PM | 2 Likes Like |Link to Comment
  • Gilead's Sovaldi Is The Solution, Not The Problem [View article]
    Very good article but it still isn't clear to me why GILD was being attacked on prices for a CURE when other oncology companies were not. Probably because Medicaid and the insurance companies and Medicare are going to be the ones paying most of the bills, and the size of the market?
    The India position is a strange and another bogus twist on the international front. I really just wish GILD also had a treatment or cure for alcohol induced liver Cirrhosis , which would be a major gold mine! Much bigger market, and it is the source of many secondary illnesses in people.
    Apr 29 04:23 PM | Likes Like |Link to Comment
  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One? [View article]
    The most effect thing would be to have Jim Cramer or Barrons do a feature on the cost benefits of the drug (vs $$ for Hospt & Doctor with alternative NON-cure drugs). Also Jim or Barrons might attack Express Scripts for their own CEO salary excesses, which rips of the public and the pharma industry and the insurance companies. They boost the prices of generics so they can cost as much as the original products (antibiotics and generic oncology drugs).
    Apr 13 09:29 AM | 1 Like Like |Link to Comment
  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One? [View article]
    Great article. I hope you can make it available to people (Congressmen & their Staff, c-street consultants, and even the White House). I only buy my prescriptions from Costco because I agree that the Pharma Managers are crooks, and looking at their compensation packages definitely reflects they are lining their own pockets. Gilead is one of the top research companies in the world. The price isn't cheap, but it is a LOT cheaper than spending 30 days in your average hospital!
    Apr 9 09:35 AM | 1 Like Like |Link to Comment
  • Navidea Continues To Execute, When Will The Stock Follow? [View article]
    Thanks for the update. I am very long the stock (and definitely out of the money) but believe this is a solid company with great products and prospects. It is only a matter of time before the oncology market switches to Lymposeek, and they have more research success with their current pipeline. They will become a target for acquisition once their cash flows improve. Be patient and stay long.
    Apr 9 08:54 AM | Likes Like |Link to Comment
  • GT Advanced Technologies: An Investor Manual [View article]
    The CEO was interviewed on March 14th on Closing Bell. He was very very careful with what he said about when GT will ramp to full capacity, and that the sapphire product will have lower margins that their equipment which they sell. I think it is worth watching again since it seems like there could be some negative near term earning surprises until their factory is in full production. CNBC video titled :"An Apple partner's commitment to add jobs in US MON 17 MAR 14 | 05:13 PM ET
    Tom Guiterrez, president and CEO of GT Advanced Technologies, discusses the "unique nature" of its partnership with Apple." Note there is still about a 28% short float on the stock (latest info I could find). So the April 28th report might be a mixed bag given their construction and ramp up progress in Arizona along with their other manufacturing businesses. I hope they can give good & clear guidance for 2014 at that time.
    Mar 31 10:07 AM | 1 Like Like |Link to Comment
COMMENTS STATS
22 Comments
24 Likes