EXACT Sciences: Patience Required for Long-Term Upside [View article]
That's funny they compared their data with OncoMethylone (i had never even heard of it before), because that data is terrible. A decent blood based test will destroy exas, they will be obsoleted before they even start.
Spectrum Pharma: Zevalin Has Blockbuster Potential [View article]
Justin, i understand, but you and Spectrum can make this same case until you're all blue in the face but its still not going to sell $100M or even $50M or even $25M in 2010.
Spectrum Pharma: Zevalin Has Blockbuster Potential [View article]
Justin, Do you understand that if Z does half or even one quarter of your $100M hopes it would be surprising? Make sure to provide an update in February.
Spectrum Pharma: Zevalin Has Blockbuster Potential [View article]
Aren't you paying attention to what Spectrum has been saying about Zevalin? To refresh they said reversing its long term decline in sales would be a win. $100M in sales guidance announced in February? Take a cold shower pal.
Spectrum Pharma: Zevalin Has Blockbuster Potential [View article]
Please ask Dr Kallas why if Zevalin were such a great drug why is Spectrum zevalin's 4th owner and why were they were able to buy it for next to nothing most recently? Nowhere in Doctor Kallas's comments did it indicate he understood this is a drug which has been available for a number of years. Why do you think Spectrum raised as much money as possible, could it be because they realize zevalin sales will never amount to much?
Remaining Grounded Through the Unethical Attacks on Cel Sci [View article]
Cel-Sci is a complete and utter scam. I can't believe how many gullible people are out there. Just do a little bit of reading on their history and stop being so dismissive of differing opinions.
Access Pharma: MuGard, Pipeline Make for Appealing Acquisition Possibilities [View article]
Do you realize Macrochem was controlled by......the Access CEO and resident clown, Jeff Davis? Talk about self dealing. You should note that when you use Macrochem holders selling as your excuse for weakness.
Your examples of Facet and Cougar as proof Access will be acquired for rich money is misplaced. Havrilla's ass this thing will be acquired for $200-240M.
Cloak and Dagger Developments at Cel-Sci Against Swine Flu [View article]
MD Onco, you point out you're an MD but then you just talk about the stock chart and hype. Don't be an MD masquerading as a stock expert. Tell us something about a product in your area of expertise, not a fake company that pushes PR in whatever the hot area de jour is every few years.
Antigenics, Cel-Sci Could Both Become Billion Dollar Companies [View article]
You have a special talent of writing without actually saying anything. I wouldn't be surprised to see the stock go up, but I also wouldn't be surprised to see it stay the same.....blah blah blah. You also have no clue what you don't know, which is an awful lot.
Chelsea Therapeutics: Not Worth Speculating [View article]
How do you make your assessment when you know absolutely nothing about what the product is, chances for a successful trial, upside potential and downside risk? I would venture to say this trial will be a solid outcome and the still has room to go.
By precancer i assume you just mean polyps. Others using blood are aiming for much higher than that. The goal is maximizing the detection of cancer, finding the correct ratio to minimize false positives and false negatives. Others have much better performance than exas has shown. exas is not in the lead. I'm surprised you don't know this. exas will tell you who the other players are, just ask. Or ask your extensive network of advisors and pharmacists.
Regarding EXAS, all else equal, what do you think is better, a blood draw to detect colon cancer or a stool test? Lots of companies are working on the blood test. Blood you get a sample taken at the doctors office. Stool you take a kit home, poop into a small cup, scoop out the necessary amount and mail back to the lab. Commercially speaking, exas may be obsoleted before they even finish their trial.
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Remaining Grounded Through the Unethical Attacks on Cel Sci [View article]
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Your examples of Facet and Cougar as proof Access will be acquired for rich money is misplaced. Havrilla's ass this thing will be acquired for $200-240M.
Cloak and Dagger Developments at Cel-Sci Against Swine Flu [View article]
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