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benjikrigs

benjikrigs
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  • A Big Win For Neostem [View article]
    It is an undervalued company. I am long NBS.
    Jul 20 10:11 AM | Likes Like |Link to Comment
  • Cardiovascular Cell Therapies To Put Pressure On U.S. Regulators [View article]
    Long NBS
    Jul 5 10:27 PM | Likes Like |Link to Comment
  • NeoStem: An Investment In Both Stem Cell And Immunotherapy [View article]
    Nick it is interesting to note your first sentence... because it goes against the entire structure of the biotech and the new drug development industry.

    Anybody with the slightest education on biotech's and drug development (which, almost by definition is a 'changing concept game' knows that it takes 15-20 years to develop and bring to market a new drug. Here is a link on drug development stages so you can learn something before you post on a topic you don't know anything about: http://bit.ly/LhU911

    As for the rest of your comments: You really think that NeoStem is employing more than 500 people (many who spent their entire youth studying to study biotechs and stem cells) just so they can pump and dump a small cap stock for a few thousand dollars in earnings? These people are trying to develop solutions to saves lives and advance science.

    I am long NBS
    Jun 12 11:49 AM | Likes Like |Link to Comment
  • NeoStem: An Investment In Both Stem Cell And Immunotherapy [View article]
    John - in regard to your comment about the management team... They are superstars.

    Here is an older comment I wrote for a different article on NBS:

    CEO Robin L. Smith joined the company in 2006. She received a medical degree from Yale University in 1992 and an MBA from Wharton in 1997.This allows NeoStem to operate efficiently in terms of their business operations and their business model. She has a track record of success.

    From 1998 to 2000, she was Executive Vice President and Chief Medical Officer for HealthHelp, Inc., a National Radiology Management company that managed 14 percent of the healthcare dollars spent by large insurance companies.

    From 2000 to 2003, Dr. Smith served as President & Chief Executive Officer of IP2M, a multi-platform media company specializing in healthcare. During her term, the company was selected as being one of the 10 fastest growing technology companies in Houston.

    Her experience reaches even further. She has acted as a senior advisor to, and investor in, both publicly traded and privately held companies including but not limited to China Biopharmaceuticals Holdings, Inc. (“CBH”), the Madelin Fund, HC Innovations Inc., Navstar Media Holdings, Strike Force, Health Quest, Red Lion Partners and All American Pet, where she has played a significant role in restructuring and or growing the companies.

    She also sits on many prominent boards. She currently serves on the Board of Trustees of the NYU Medical Center Board, is past Chairman of the Board of Directors for the New York University Hospital for Joint Diseases where she headed up new development efforts and board member recruitment, and served on the Board of Choose Living. She is also the President and serves on the Board of Directors of The Stem for Life Foundation.

    The rest of NeoStem's managment team is stacked with Ph.D's, MD's, and MBA holders. Many are well known leaders in their fields. They can be seen here: http://bit.ly/K9Uu7s

    Moreover, the board members of NeoStem are also prominant Ph.D's, MD's, and MBA holders. They are also leaders in their fields. They can be seen here: http://bit.ly/I8SSqS

    For the full bio please see NeoStem's website: http://bit.ly/K9Uu7D
    Jun 11 10:01 PM | Likes Like |Link to Comment
  • NeoStem: An Investment In Both Stem Cell And Immunotherapy [View article]
    Edward Yoxen, please be more specific in your comments. What mistakes do you think they've made? To me, it seems that they have not made many mistakes. They have built a biotech company that has lines of business that produce revenues. The pharmacy business was bought, built up, and now is ready to be sold. The money can better be used on their research. Businesses always evolve, and NeoStem is just getting smarter as time goes on.
    Jun 6 10:17 AM | Likes Like |Link to Comment
  • Dr. Robin Smith Explaining NeoStem: A True Value Play [View article]
    Adding to Brian's comment (Re: JPV), the CEO Robin Smith is an all-star in the industry. She is highly respected, holds several prestigious board positions, and is known as an industry leader. She has an MD from Yale, and an MBA from Wharton. The rest of NeoStem's board and executives have a Ph.D's, MD's and/or MBA's as well. This is not the type of management that would take a wild guess at what stem cell solutions to go after. They also have a partnership with the Vatican. You don't get partnerships with the Vatican for stem cells unless you know what you're doing and can back it up. I am not sure what risk JPV is speaking about, as all companies have risk. The only risk I see to NeoStem is the same risk for any biotech: The drugs don't get approved, and they run out of funding... However, the fact is, NeoStem has revenues (which are increasing), has had grants and equity investments, has partners, and was easily able to raise their last round of capital through selling shares. However - it must be mentioned they only needed to sell those shares for cash, because they completed two acquisitions recently - which eat up cash. These acquisitions were revenue generating investments. I'm not going to get into the details here. But I'd surely like to see more comments on NeoStem. I am long NeoStem.
    May 18 10:05 AM | 1 Like Like |Link to Comment
  • BlackBerry 10: Savior Or Terminator? [View article]
    The author does not take into account that consumer behavior is not really predictable.

    Does anybody else recall that one small company that in 1997 was 90 days from bankruptcy? Oh yes, I recall it now... its ticket is AAPL.

    From 1995 to 1997, the stock lost 2/3 of its value; AAPL was at a 3-year record low stock price. What saved AAPL? While they did receive a cash infusion from MSFT of $150M that bought them time... 1 simple new product saved them.

    "On August 15, 1998, Apple introduced a new all-in-one computer reminiscent of the Macintosh 128K: the iMac. The iMac design team was led by Jonathan Ive, who would later design the iPod and the iPhone.The iMac featured modern technology and a unique design, and sold almost 800,000 units in its first five months."

    As you see, all it takes is one new product to bring a company to its highs or lows.

    We do not know how the consumers will react to the new blackberry. I'll tell you this much though: Whenever I ask a friend why he chose to buy his iphone/andriod/blackbe... - the responses all differ, but they all generally amount to, "I guess I liked it". not "It has 15,000 apps vs 10,000 apps" etc.

    I own no RIMM, as I invest in biotechs - but I wouldnt call a bet on RIMM all that bad.
    May 2 01:40 PM | 1 Like Like |Link to Comment
  • Neostem's Comeback In The Making [View article]
    Great analysis. I'd like to add that one of the major things that attracted me to invest in NeoStem (NBS) is their management and CEO.

    CEO Robin L. Smith joined the company in 2006. She received a medical degree from Yale University in 1992 and an MBA from Wharton in 1997.This allows NeoStem to operate efficiently in terms of their business operations and their business model. She has a track record of success.

    From 1998 to 2000, she was Executive Vice President and Chief Medical Officer for HealthHelp, Inc., a National Radiology Management company that managed 14 percent of the healthcare dollars spent by large insurance companies.

    From 2000 to 2003, Dr. Smith served as President & Chief Executive Officer of IP2M, a multi-platform media company specializing in healthcare. During her term, the company was selected as being one of the 10 fastest growing technology companies in Houston.

    Her experience reaches even further. She has acted as a senior advisor to, and investor in, both publicly traded and privately held companies including but not limited to China Biopharmaceuticals Holdings, Inc. (“CBH”), the Madelin Fund, HC Innovations Inc., Navstar Media Holdings, Strike Force, Health Quest, Red Lion Partners and All American Pet, where she has played a significant role in restructuring and or growing the companies.

    She also sits on many prominent boards. She currently serves on the Board of Trustees of the NYU Medical Center Board, is past Chairman of the Board of Directors for the New York University Hospital for Joint Diseases where she headed up new development efforts and board member recruitment, and served on the Board of Choose Living. She is also the President and serves on the Board of Directors of The Stem for Life Foundation.

    The rest of NeoStem's managment team is stacked with Ph.D's, MD's, and MBA holders. Many are well known leaders in their fields. They can be seen here: http://bit.ly/K9Uu7s

    Moreover, the board members of NeoStem are also prominant Ph.D's, MD's, and MBA holders. They are also leaders in their fields. They can be seen here: http://bit.ly/I8SSqS

    For the full bio please see NeoStem's website: http://bit.ly/K9Uu7D

    To read an interview with NeoStem CEO Robin Smith, please see:
    http://seekingalpha.co...
    Apr 27 04:15 PM | Likes Like |Link to Comment
  • Stem Cell Research: Which Companies Will Emerge As Frontrunners? [View article]
    Anyone have comments on NBS? They seem to be a toted everywhere as a potential winner but the stock price is so low.
    Apr 25 03:20 PM | Likes Like |Link to Comment
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