Peter Li's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1992031/comments http://seekingalpha.com/article/308614/comments?source=feed#comment-6856441 6856441
Why do you think ISR has yet not experienced any significant growth in market capitalization despite all the encouraging details that you have listed (which I do find convincing)?

Also there was no significant Q1 revenue increase and margins remained relatively constant.

My first thought would be barriers to physician adoption or upcoming competitors. What are you insights?

Thanks,
Peter]]> Wed, 27 Jun 2012 15:40:18 -0400
Why do you think ISR has yet not experienced any significant growth in market capitalization despite all the encouraging details that you have listed (which I do find convincing)?

Also there was no significant Q1 revenue increase and margins remained relatively constant.

My first thought would be barriers to physician adoption or upcoming competitors. What are you insights?

Thanks,
Peter]]> http://seekingalpha.com/article/622631/comments?source=feed#comment-6855941 6855941 I'm interested in what your opinion maybe on why ISR has not experienced any significant growth in market capitalization?

It has an FDA approved therapy system that is proven to be highly effective WITH fewer risks, approval in Europe and marginal penetration.

I'm inclined to believe that it is not only because it has not been noticed yet - 98% success rate vs prostate is hard to miss. My first thought would be barriers to physician adoption or upcoming competitors. What are you insights?

Thanks,
Peter]]> Wed, 27 Jun 2012 15:29:13 -0400 I'm interested in what your opinion maybe on why ISR has not experienced any significant growth in market capitalization?

It has an FDA approved therapy system that is proven to be highly effective WITH fewer risks, approval in Europe and marginal penetration.

I'm inclined to believe that it is not only because it has not been noticed yet - 98% success rate vs prostate is hard to miss. My first thought would be barriers to physician adoption or upcoming competitors. What are you insights?

Thanks,
Peter]]> http://seekingalpha.com/article/622631/comments?source=feed#comment-6855581 6855581 http://1.usa.gov/Oy3abb , ctrl+F it). I've been monitoring it for the last couple of months and it has been repeatedly re-verified as delayed.

I think SPPI has been taking off recently due to the exponential growth in new Rx (through WK available through Bloomberg). Leucovorin Calcium new RX has stagnated and actually begun to decrease.

I speculate that as a generic, Leucovorin Calcium is not a priority for Teva, APP and Bedford to aggressively restock as they have higher margin drugs that have more promising futures. (Again, that was all speculation, I have not done any specific models or calculations).

The short interest MAY possibly be overblown and SPPI bulls may get a great squeeze.]]> Wed, 27 Jun 2012 15:21:55 -0400 http://1.usa.gov/Oy3abb , ctrl+F it). I've been monitoring it for the last couple of months and it has been repeatedly re-verified as delayed.

I think SPPI has been taking off recently due to the exponential growth in new Rx (through WK available through Bloomberg). Leucovorin Calcium new RX has stagnated and actually begun to decrease.

I speculate that as a generic, Leucovorin Calcium is not a priority for Teva, APP and Bedford to aggressively restock as they have higher margin drugs that have more promising futures. (Again, that was all speculation, I have not done any specific models or calculations).

The short interest MAY possibly be overblown and SPPI bulls may get a great squeeze.]]> http://seekingalpha.com/article/447791/comments?source=feed#comment-4402851 4402851
Peter]]> Fri, 13 Apr 2012 13:13:40 -0400
Peter]]> http://seekingalpha.com/article/492741/comments?source=feed#comment-4385801 4385801
I do believe that ZEVALIN has serious growth potential with SPPI. I think Raj will fully take advantage of the fact that both ZEVALIN and FOLOTYN are targeted to the same hematologists/oncologi... Not only do I think Raj can get Zevalin out of it's slight slump I think he'll be able to simultaneously boost FOLOTYN sales as well.

Peter]]> Thu, 12 Apr 2012 23:52:09 -0400
I do believe that ZEVALIN has serious growth potential with SPPI. I think Raj will fully take advantage of the fact that both ZEVALIN and FOLOTYN are targeted to the same hematologists/oncologi... Not only do I think Raj can get Zevalin out of it's slight slump I think he'll be able to simultaneously boost FOLOTYN sales as well.

Peter]]> http://seekingalpha.com/article/492741/comments?source=feed#comment-4385521 4385521 But technically the other way around:
"The upfront portion of the transaction is valued at up to $206 million on a fully-diluted basis, and $108 million net of Allos' cash balance at the end of 2011. The acquisition is expected to be accretive to Spectrum on a cash basis in the fourth quarter of 2012."

More here: http://bit.ly/HEgxUG]]> Thu, 12 Apr 2012 23:44:48 -0400 But technically the other way around:
"The upfront portion of the transaction is valued at up to $206 million on a fully-diluted basis, and $108 million net of Allos' cash balance at the end of 2011. The acquisition is expected to be accretive to Spectrum on a cash basis in the fourth quarter of 2012."

More here: http://bit.ly/HEgxUG]]>