upndown1313

World Recovery Is in the Hands of OPEC

We can be free from foreign oil in 20 years. The technology and US resources are already here. All we need is the leadership Obama should have focused on this first instead of healthcare and set the vision for the future. This would have driven jobs and made our Arab enemies impotent.

Big Pharma: Where's the Risk Management?

Sorry not impressed, either with oral-Lyn data that has been presented or the concept of a metformin chewing gum. Based on PhII results, PhIII will not get approval fro Oral-Lyn. Sorry, but this is a scam company at best. Not reckless, but a realist.


On Jul 07 06:51 PM Oil wrote:

> Generex has additional factors in it's favor. It's bioequivalent
> study has shown their "Metcontrol" chewing gum to be interchangeable
> with Metformin tablets. Article here; finance.yahoo.com/news...;.v=1
> Metformin according to research is the 2nd most prescribed drug for
> type 2 diabetes. Generex plans to begin applying for approval in
> first quarter 2010. Also the wholly owned subsidiary Antigen Express
> claims to currently have the technology to vastly out produce the
> traditional method of vaccine production. Article; www.telegram.com/artic...
>
>
> To upndown1313, This article does not compare Generex to Pfizer.
> The article simply suggests an opportunity for a big company to buy
> or license from Generex. And mentions the big company's failures
> in the insulin market. Also it's probably reckless to say Oral-Lyn
> will "never" get approval in a major market because the delivery
> method is highly variable and unreliable. If clinical trials are
> going well then it's hard (foolish?) to argue with results.

Big Pharma: Where's the Risk Management?

GNBT is about as highly speculative as you can get. Right up there with the likes of GNTA et al. Oral-Lyn will never get approval in a major martket. Absorption is highly variable and unreliable. I agree that Big Pharma is stumbling around in this environment, but comparing this joke of a company called Generex to PFE is absolutely ludicrous. This begs the question, where is your risk management or are you just clueless?

The Emisphere Story Just Got Bigger

EMIS delivery is too highly variable to ever be commercializable. Look the insulin data. Patent claims are worthless until they are challenged.

Downturn Has Transformed Drug Company Business Model

Write facts, but wrong interpretation. Big Pharma spending at CRO probably hasn't changed much, but rather the smaller, more virtual biotechs who have dramtically cut back on their spending due to the lack of funds and lack of access to credit markets due to the credit crunch.

Electric Stimulus Crunch? Generating Utilities May See 10% Revenue Declines

"That could mean a +10% decline in demand for power generation."

I am sure efficiency improvements could be 10% but keep in mind, overall demand will most likely increase, especially has the new plug-in electric cars need to be charged every night. Electric utilities are quite low now, but with rate caps coming off, higher energy for HDTV's and new electric car demand, I see electric utilities becoming very attractive.

Leading Indicators: They're Usually Late

The impact of lower gasoline prices on the consumer has been seriously discounted and under reported, even by serious analysts. Plots of PCE over time show that the bottom has been formed and we are in recovery.
On a personal level, I am now "saving" about $200/month on gasoline. I am paying down debt and spending elsewhere, instead of sending this money to the Arabs. Multiply this by 100 million people and you see that the "gas" stimulus is immediate and significant.

Monthly Consumption Growth: Highest in Seven Years

All I know I that i am now saving about $200/month in gas which I am now spending elsewhere. Multiply this by 100 million people, an you have a very huge stimulus now occurring. From PCE perspective, i believe we have hit bottom.

Microsoft Admits Apple's iPhone Is Better

User 319, your an idiot. How can you say the iPhone graphics are not that special. Do you read in brail?


On Dec 15 07:42 AM User 319750 wrote:

> I think you're missing out on the most obvious reason for this; microsoft
> is making this for the iphone because the iphone is so widely adopted.
> The same technology exists in the storm, bold, N97, etc. But none
> of those phones have quite the subscriber base that the iphone has;
> and the app store of apple is accessible to all subscribers. So you
> can talk about the quality of the iphone imaging all you want (and
> its really not even that special), but at the end of the day, this
> decision by microsoft to only produce the product for the iphone
> is because its only profitable to do so for the iphone.
>
> IMO its kind of stupid to blog about a company and miss out on the
> most obvious factors; in this case search costs of users, and economies
> of scale for microsoft.

Pre-packaged Bankruptcy Is GM's Only Option - Barron's

Big 3 need need leadership that will accept change. Bankruptcy is the easy way out. Make tough decisions now. Don't accept bankruptcy.

A Modest Proposal For The U.S. Auto Industry: Stop Building Cars

Vertical integration isn't the reason for bad business or bad cars. Obviously, its bad decisions and bad designs by the Big 3. Also, they already outsource many of their parts already. The mfg part is really just assembly. Clearly wages have to come down, but these are the jobs we want to keep. Toyota and Honda have already showed that this is workable in the US. If your model was workable, someone would have already done it.

Obama: 'We Can't Write a Blank Check to the Auto Industry'

Seems like reasonable approach to me. No change =no money. Very consistent with his previous statements. The govt and Big 3 all need to change.

Convertibles: Collateral Damage of the Shorting Ban

When companies issues convertibles in order to raise capital, it is usually bad for the small investor. I say good riddance. If the deal is not solid enough to stand alone without being able to short, then I say the idea to support the deal is not good enough and should not be done in the first place. Next.

Peak Insanity: SEC Plans to Temporarily Ban Short-Selling

Chris Cox should have been fired long ago. A little regulation long ago could have avoided the gross manipulations, that not until Goldman and Morgan became "manipulated", did we see that Cox started enforcing the law on naked shorting. I would have like to seen him delay puttiing on his new found "regulatory hat", and let Goldman sink to the depths they deserve.

Merck’s Gardasil: A Risky and Unnecessary Vaccine

Pamela, don't understand the title of your article, or are you just short Merck and want to jump on the Merck bashing bandwagon. Do you think a parent whose daughter has cervical cancer would say the vaccine is risky and unnecessary? It seems to me, for a vaccine that was tested very safe and 100% effective in a clinical setting , it would be risky not to get the vaccine. Both my daughters received the vaccine, and when it is approved for boys, my son will get it too. I would say, to others, why take the chance with your child's health by not eliminating one type of cancer. In my view, this is both risky and unnecessary.