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  • Dendreon Will Get Much Worse Before It Gets Better [View article]
    I am not sure what the author Bill has to say to your post, but I can tell you this - You will be better off listening to the violin even if you are crying than seeing the drop in DNDN. Sometimes seeing is better than listening too - if you can see the writing on the wall.

    You said if 'if they recover $30 million from the insurance companies that is a significant cash infusion and can more than pay for the loan payment coming up this year'.
    Now, that makes sense. However, what if they cannot recover the $30 million? ( let us not assign probabilities and make it complex). So what is your strategy for such a scenario. When things go wrong even something that is marginally good starts spiraling downward. You can call it by any name - critical mass, cascading effect....

    At the end you said 'The preponderance of evidence suggest that Dendreon is a buy at these level and you should listen to Buffet and buy stocks when they are low'.
    You are partly right about listening to Buffet - but seems you have not listened to Buffet attentively. If Buffet had bought all the stocks in the universe because they are/were low, then Buffet would have been bankrupt long time ago, beating DNDN hands down in the race to bankruptcy.
    Mar 4 12:48 PM | Likes Like |Link to Comment
  • Dendreon Will Get Much Worse Before It Gets Better [View article]
    Every time DNDN has a new problem. This time it is inventory problem. Next time will be the 'Dog ate my homework' problem. Longs who are still banking on hope as far as recovery of DNDN is concerned are facing tough odds. The odds in Vegas appear to be better.

    The author has been right all along. Yours truly, had sounded the bugle years ago when management failed miserably during the CEO M. Gold days. It is tough to recover when one fails repeatedly. Of course longs would like to believe that failure is the stepping stone to success - and that would have been rightfully so if they had learned from their bad experience and moved out of DNDN and invested elsewhere using the lessons learned to invest smartly.
    Mar 4 12:24 PM | Likes Like |Link to Comment
  • Dendreon: The Time Is Now [View article]
    Well, may be the longs will be happy if there is no bankruptcy even if there is a slight chance. May be longs will be happy when the pps goes down the toilet to around $1 and few cents. That is worse than bankruptcy, for there is no salvation for the longs who will continue to hold the bag hoping for a revival.

    Has DNDN ever shown positive earnings? Has management learned from its mistakes that were major blunders? Can they beat the competition that is breathing down the neck? Do they have a cost advantage over other or similar products? How are they going to finance the debt payments that are getting bigger with each passing year as they continue to lose money? Why has any firm interested in buying DNDN not done so if they were really interested considering all facts and numbers?

    If you can find positive answers to these questions then go ahead and buy a boat load.
    Feb 23 03:49 PM | Likes Like |Link to Comment
  • Opko: Ignore The Commentary And Focus On Numbers [View article]
    Talk of potential and there are very few out there with so much promise. OPK has to deliver - one product at a time. When you look back 2 years from now, I am sure you will be pleased with what you paid for OPK now. The next 2 years is what matters for OPK to be a great company. There are going be quite a few catalysts in 2014 and then in 2015. Let us not forget that they have acquisitions (example Prolor) that will (hopefully)drive OPK higher in the coming years. That is when valuations and price sensitivity come into the picture. I know guys who got in at $4 while I got in at $6 via options - literally dirt cheap calls(Leaps). So far it has been happy sailing.
    Feb 20 05:20 PM | 1 Like Like |Link to Comment
  • Opko: Ignore The Commentary And Focus On Numbers [View article]
    There is medicine for cancer and other diseases, but there is no medicine for shorts like Aristides - shorts are bound to perish, like a moth to the flame.
    Feb 19 08:42 AM | 4 Likes Like |Link to Comment
  • Vringo: How To Lose At Winning [View article]
    I agree. The author simply does not have the common sense as revealed in some of his statements. As an example, he compares the annualized returns for holding on to VRNG for two years (31%) to his so-called smart investment in GALE and DVAX. Well I have news for him. I made close to 2500% by investing in ACAD when it was just above $1 and sold it when it went to 27 - all in a matter of 15 months. So how does his investment look? Pathetic at best going by his measure. So is he not a good investor for just making 300% vs the 2,500% I got ???. Judgmental hubris is what is splashed all over his article.
    Also, does he not realize that there are many who do not hold for 2 years, but rather have bought low and sold multiple times during that period for a nice profit, based on stock behavior and event based decisions and are thus able to get real good gains. Well if the author can boast of 300% returns on his investment, then it is surely possible.

    Also, what does he make of those who sold calls regularly and made enough money to get back more than their investment - a 0 risk for them now that they have got all their money back.

    Just by reading a few of his articles, you can gauge the shallow mentality where he blows his own trumpet and mocks at others who are on the opposite side of his investment thesis. Boorish behavior is reflected in his writing I would say. Better to take a lump of salt than to bother about his analysis.
    Jan 31 12:45 AM | Likes Like |Link to Comment
  • David Slays Goliath: Vringo Awarded Billion-Dollar Victory Over Google [View article]
    That guy who wrote an article on SA about VRNG being dead money (Proof Positive Vringo is Dead Money) will probably disappear for the next few months. What a joke he turned out to be.
    Jan 29 08:45 AM | 15 Likes Like |Link to Comment
  • Advaxis And Inovio Race For First Cervical Cancer Immunotherapy [View article]
    The biggest bang for the buck is with ADXS - they are ahead in terms of testing, in terms of the pipeline and constructs that they have and also have a lower market cap. All things considered ADXS has the greater potential to be a money maker.
    Jan 23 12:31 PM | 2 Likes Like |Link to Comment
  • Proof Positive That Vringo Is Dead Money [View article]
    Today the judge deemed that Google's work around is bogus at best. You were dead wrong, and it is proof positive indeed based on today's news.
    Jan 22 05:06 PM | 3 Likes Like |Link to Comment
  • Is OPKO Health Setting Up For A Short Squeeze? [View article]
    I know it is a test of patience. There are at least 2-3 catalysts this year alone and they are big.
    Jan 17 06:50 PM | 1 Like Like |Link to Comment
  • Is OPKO Health Setting Up For A Short Squeeze? [View article]
    Soon you will be more tired - of counting your money. Hold on to your shares and if you need help counting money, you can contact me.
    Jan 17 06:42 PM | 2 Likes Like |Link to Comment
  • Is OPKO Health Setting Up For A Short Squeeze? [View article]
    You prefer to see the glass as half empty. For folks like me it is more than half full. The share count increased due to acquisitions - nothing wrong with that, especially with the expertise of the Doctor and the management cum board has on medicine, I would feel comfortable. Of course I would have panicked if that guy Boza or other shorts were in charge of these acquisitions.

    The day is not far off when we will know who bites the dust - the shorts or the longs.
    Jan 17 05:14 PM | 4 Likes Like |Link to Comment
  • OPKO Health's Rayaldy And Fall Prevention In The Elderly [View article]
    Hey, thanks for your concern regarding my investment record. Talking of books, cover etc., I am sure you have read ' Margin of Safety'. I have worked with the author's team (I am sure that you have heard of Seth A Klarman); so know just a bit about investing and research. By the way, Peter Lynch is a pantheon in the world of investing, no second opinion about that.
    Jan 7 06:16 PM | Likes Like |Link to Comment
  • OPKO Health's Rayaldy And Fall Prevention In The Elderly [View article]
    I have read MD Research's articles and comments. He does a good job of invoking Peter Lynch every now and then to remind his readers that he knows a lot about investing. Nothing special in his research though; it is mediocre at best.
    Jan 7 03:38 PM | Likes Like |Link to Comment
  • After Hours Surprise From DryShips [View article]
    what else can one expect from a CEO like George?

    In his own twisted way, he may think of this as 'Not a bad New Year Gift' to all shareholders.
    Jan 1 12:21 PM | Likes Like |Link to Comment