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asclepius8

asclepius8
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  • Losing Confidence In MannKind [View article]
    He's the biggest share holder, the one with the most to lose, and the most informed on the company. I'll stick with a man with a 170+ IQ any day.
    Dec 6, 2014. 11:14 AM | 1 Like Like |Link to Comment
  • Losing Confidence In MannKind [View article]
    Just wake me up when Al sells. With so many shares, its the only one that matters.
    Dec 5, 2014. 08:57 AM | 9 Likes Like |Link to Comment
  • Athersys Could Benefit Immensely From Japan Reimbursement On Stroke [View article]
    No wonder Perceptive Advisors, the top rated biotech hedge fund dumped their shares, :
    http://bit.ly/1vSH7B3
    Nov 27, 2014. 09:25 AM | Likes Like |Link to Comment
  • Athersys Could Benefit Immensely From Japan Reimbursement On Stroke [View article]
    He makes valid points. Just because he makes them repeatedly doesn't make them less true.
    Nov 26, 2014. 09:51 AM | 2 Likes Like |Link to Comment
  • MannKind buffeted by Tourbilion letter [View news story]
    Two MNKD relentless ploys ad nauseum it seems: Dismiss Afrezza as an effective, safe inhaled insulin, or call it overvalued.
    Oct 30, 2014. 04:03 PM | 2 Likes Like |Link to Comment
  • MannKind: Massive Short Interest Could Lead To Big Gains [View article]
    I believe the dynamic here will be much like building threshold energy for a reaction. Think nuclear explosion. At some point it will reach a threshold and things will occur very rapidly. Shorts are denying it will ever reach this threshold. I beg to differ.
    Oct 27, 2014. 10:45 AM | 1 Like Like |Link to Comment
  • MannKind: Massive Short Interest Could Lead To Big Gains [View article]
    Monthly prescription sales data are available, so people with access to it will monitor Afrezza sales. I hope someone with access to it posts it somewhere.
    Oct 24, 2014. 08:36 PM | 3 Likes Like |Link to Comment
  • Neurotrope Tackles Alzheimer's Disease With Novel Mechanism [View article]
    Thanks, but can you translate for us lay people? The significance is way over my head.
    Oct 24, 2014. 05:17 PM | Likes Like |Link to Comment
  • Neurotrope Tackles Alzheimer's Disease With Novel Mechanism [View article]
    "In cancer, PKCe is considered a transforming oncogene that can contribute to malignancy either by enhancing cell proliferation or by inhibiting cell death...

    In type II diabetes, PKCe has been identified as one of the proteins involved in insulin resistance. Activated PKCe reduces ith insulin receptor (IR) gene promoter activation, decreasing the number of IR's on the cell surface, thereby leading to a decrease in insulin sensitivity."

    http://bit.ly/1tkEZQg

    So, if PKCe activators are good for AD therapy, it would seem to be bad for cancer and diabetes?
    Oct 23, 2014. 10:13 AM | 1 Like Like |Link to Comment
  • Neurotrope Tackles Alzheimer's Disease With Novel Mechanism [View article]
    The price tag will depend on its efficacy, if any. To the extent it is able to stabilize degeneration or reverse it to some extent will have a huge impact on pricing.
    Oct 22, 2014. 09:58 AM | Likes Like |Link to Comment
  • Neurotrope Tackles Alzheimer's Disease With Novel Mechanism [View article]
    "This leads to a value of approximately $80 million for bryostatin-1."
    Sure you don't mean BILLION?
    There are 5.2m Alzheimer's patients in the US.
    If half use it, that's 2.6m patients at $5000 per treatment, or $7.5B gross revenue, and that's just the US. What am I missing?

    No mention of AMBS's LymPro test for AD?
    Oct 21, 2014. 09:46 PM | Likes Like |Link to Comment
  • Bakken Update: Greenbrier's Pullback Has Provided A Buying Opportunity [View article]
    I remember GM evaluating hydrogen as a fuel but dismissing it about 10-12 years ago. They saw too many liability issues in accidents if the tank ruptures.
    Oct 14, 2014. 03:49 PM | Likes Like |Link to Comment
  • Bakken Update: Greenbrier's Pullback Has Provided A Buying Opportunity [View article]
    I’m surprised you didn’t mention the effect of the newly announced Alberta oil pipeline going to New Brunswick, since it changes the metric on oil flowing into the US. Much will be going to Europe, but I think there is a chance some may end up in the NE US, so they won’t need rail tanks to transport Bakken oil to east coast refineries.
    Oct 14, 2014. 08:40 AM | 1 Like Like |Link to Comment
  • Acadia Still Offers Considerable Upside Potential [View article]
    As I recall, there was an interesting comment to an SA article on ACAD last year by a competing sales rep who also expected Pima to becoming a drug of choice. He believed it would be a "first line treatment for PDP".
    Oct 9, 2014. 11:47 AM | Likes Like |Link to Comment
  • MannKind: A Very Favorable Risk/Reward Profile [View article]
    I'd love to have been a fly on the wall as SNY debated the litigious side of taking on this product, and the inevitable attempts by trial lawyers to hang every lung issue on Afrezza. They will need to jump on each case fast to show if other causes might have created the problem. Was there a history of pulmonary problems, did they smoke, etc. I'd be OK with them not approving it for use with smokers, just to avoid being used as a scapegoat someday when they get sick and try to hang it on MNKD.
    Oct 8, 2014. 01:53 PM | 3 Likes Like |Link to Comment
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