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14195192

14195192
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  • Update: Opexa Q2 Earnings - Stock Down, But Buyout Thesis Remains Intact [View article]
    You need to correct your article as Merck Kgaa (mkgaf) is the company that owns Merck Serono not the us based Merck and co.

    Also no way they buy out opexa until they have a look at phase 2 results. If positive it is almost assured IMO
    Aug 16 09:36 AM | Likes Like |Link to Comment
  • New Tonix Price Target: Depends How High Chart Goes [View instapost]
    What's crazy is that's based on only 1 out of 20 patients switching. Had more conversations with mds who treat and believe generic causes patients to be too groggy next day. Believe usage will be higher.

    Plus they believe will use it off label for other disease states to help with sleep such as MS, PD, pain etc.

    Thanks Joe for all your tireless efforts.
    Aug 12 09:07 PM | Likes Like |Link to Comment
  • Questcor Seems To Lie By Omission To The SEC, Aetna National Medical Director Slams Acthar [View article]
    Glad to see someone writing about the correlation between scripts and usage. What's crazy is very few recognized MS experts will use much if any of this product and it's only those private practice docs that write it with a huge variance in number of ms patients to quantity of scripts written.

    Put 2 and 2 together and you get scripts for payment of services rendered.

    Before all the longs get all crazy on me, I have no position and just telling you like it is from someone who sees these ms docs daily and knows who uses and doesn't use Acthar and what a joke the users are. Sure there are some people who might be right but when you have a md using it first line for relapses that's just nuts and irresponsible in a fiduciary way.

    If the federal government ever figures this out they will significantly cut reimbursement of this product.

    Good luck to all
    Aug 5 05:37 PM | 1 Like Like |Link to Comment
  • NQ Mobile Inc. Bid: Real Deal Or Red Herring? [View article]
    You mean that research that said 90%of cash is fake or that nq apps are spyware or should I keep going on and on about his other disproven statements.

    Not saying there aren't issues biggest one being the 20F but come on Muddy basically re wrote the J Capital piece.

    Not an original thesis. NQ management sucks and are weak and were a perfect target and shorts deserve credit but MW just used his reputation and someone else's work to bring the house down.

    As far as this offer it's sketchy and a joke. Longs hate it, shorts hate it, we can finally agree on something. It just plain stinks.
    Jul 30 06:31 PM | 4 Likes Like |Link to Comment
  • What Is Tonix Worth? [View instapost]
    Maybe a story sell with a bit of science sprinkled in. I have always prided myself on being a science guy. MD's understand and speak this language and have always appreciated messaging around it.

    Agree that GP's will Rx more especially refills. They are the first line and will treat it if it is easy to manage.
    Jul 30 05:42 PM | 1 Like Like |Link to Comment
  • What Is Tonix Worth? [View instapost]
    Not sure as to primary care but it really comes down to how many calls per day you can make. For instance a rep may have many specialties with one drug. Psychs, neuros and primary care.

    The old pod system doesn't work and big PHARMA has gone back to one or two reps per drug for an office. Therefore less products per reps.

    Perhaps a deal with Pfizer could look like this: specialty reps higher level of rep call on neuros and psychs and only have 1 product and lower PC reps would add this to their bag to maximize penetration to PC docs.

    My honest opinion is big pharm reps aren't as good as small pharm reps and Pfizer has awful bonus compared to peers. I would like to see tonix hire their own reps and pay for performance. If you don't sell your out if you do you get paid handsomely with stock and bonus. Gets me excited just thinking about it.

    This is a science sell. Story about skipping first pass metabolism, why sublingual is important, benefits of sleep and so on. I mentioned earlier I spoke to a neurologist and he didn't see place for this product because flexiril is available. He just didn't understand the benefit and I am positive after 5 minutes I could have him based on science and data using this drug assuming managed care coverage.
    Jul 30 05:26 PM | 1 Like Like |Link to Comment
  • What Is Tonix Worth? [View instapost]
    As a rep speaking a CSO would be awful. These guys are the worst trained and move from contract to contract. No loyalty and usually are laid of reps who can't get work.

    In regards to Pfizer they have so many divisions that the rep may only have one or 2 drugs. In fact Pfizer has a MS division that ends it's relationship with Serono end of 2015. These people a lot have lyrica experience already. Possible that it's a good fit.

    My point is you need good sAles leadership and training to get most out of reps along with a great bonus plan to get the most out of us. We all chases the bonus bucks.
    Jul 30 04:23 PM | 1 Like Like |Link to Comment
  • What Is Tonix Worth? [View instapost]
    Excellent point regarding first pass metabolism. There is so much to like about this product I believe that physician education will ultimately be a driving factor behind usage and uptake.

    Tonix should consider this when partnering or if they hire a sales force make sure they hire the right reps.
    Jul 29 09:19 PM | 1 Like Like |Link to Comment
  • What Is Tonix Worth? [View instapost]
    I spoke with a neurologist a few weeks about this oppty and he shrugged TNX-102 SL off. Stated would just use flexiril or other options and didn't think it would be a big seller.

    I bring this up because he wasn't impressed yet and didn't see the need. As Tonix builds awareness I feel the perception will change based on many of the points Joe has brought to all of us.

    I agree with eye doc and better data will lead to faster uptake otherwise why switch with what they are comfortable with?

    My guess is $15 in run up and with positive results $30 plus
    Jul 29 08:54 PM | 2 Likes Like |Link to Comment
  • Why Would Anyone Risk Trading NQ Mobile Here? [View article]
    Fair enough. I just don't think he was trying to hide his intentions.

    More importantly we should be discussing the fundamentals of this company and what it's worth once we move past this period of uncertainty surrounding the filing of the annual audits.

    I know all the shorts will say this is all that matters and I agree but it's been beaten to a pulp. Why not be productive and look forward at all of the business and have intelligent discussions.

    That would be worth reading rather than another rehash of events
    Jul 29 12:19 PM | Likes Like |Link to Comment
  • Why Would Anyone Risk Trading NQ Mobile Here? [View article]
    I think you need to go back and read that article. He did state he was going to initiate. Short after the news. Not his biggest fan on NQ but the truth is there.
    Jul 29 11:34 AM | 1 Like Like |Link to Comment
  • NQ Mobile Slammed As It Dumps Its Auditor [View article]
    For example, PwC has requested that the Company provide PwC with access to multiple third parties' original bank statements and financial records.

    What 3rd party company would open its books to an auditor. That is a ridiculous ask and PwC should be ashamed of themselves

    I like how you left this line out of your report

    Good news as NQ can now move forward. Can only go $3.50 down from here
    Jul 18 08:00 AM | 13 Likes Like |Link to Comment
  • Why NQ Mobile's Advertising Revenue Numbers Look Questionable [View article]
    Any author who doesn't respond to comments or questions such as goldbaum, muddy waters, and now this guy have no credibility.

    Defend your thesis
    Jul 17 07:01 AM | 1 Like Like |Link to Comment
  • Why NQ Mobile's Advertising Revenue Numbers Look Questionable [View article]
    Interesting article. Question, you do not mention NQ Live or music radar. Did you check into these 2 for ad revenue?

    Here is my issue. If they were cooking the books why did they have such a bad q4 miss. Why not put out really good "fake" numbers? I know if I was a fraud I certainly would have looked a lot better than what they showed.

    Just my opinion and at this point nothing really matters but audited financials which we will all have to wait for
    Jul 16 06:47 PM | 4 Likes Like |Link to Comment
  • Muddy Waters Oops: Looks Like Short Sellers Missed The Mark On NQ Mobile Again [View article]
    Part of it but bigger concern was line about considering expanded scope of audit which is why it is this low. No resolution in sight unfortunately
    Jul 16 09:11 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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