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riskon4life

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  • Success Of Rexahn's Nano-Sized Taxotere Can Help Big Pharma Ease Patent Cliff [View article]
    Blackberryman -

    I have been a perpetual bull and solid advocate for the co. I am a believer in management's renewed focus towards a diversified oncology pipeline.

    Regarding the proposed reverse split, it's only fair that we keep our expectations in check and acknowledge the fact that -- on a split-adjusted basis -- we will likely realize a more favorable opportunity to add to positions or re-accumulate shares. Sure, the float will be reduced, but that is often a double-edged sword that sometimes cuts in the wrong direction during early stages of RS implementation. It's not always the case, but that is my experience.

    Bottom line: If you believe in the RNN story long-term, the science is intact and milestones are on track as previously discussed by management. All told, I'm expecting increased volatility as we move forward.

    Good luck to you and all other RNN longs.
    Apr 22, 2014. 12:53 PM | 2 Likes Like |Link to Comment
  • Success Of Rexahn's Nano-Sized Taxotere Can Help Big Pharma Ease Patent Cliff [View article]
    Chancer -

    Definitive Proxy Statement (Schedule 14A):

    http://bit.ly/QBmc2G
    Apr 21, 2014. 09:18 PM | Likes Like |Link to Comment
  • Success Of Rexahn's Nano-Sized Taxotere Can Help Big Pharma Ease Patent Cliff [View article]
    Sharon -

    I like the fact that you always point out the risks as well as potential rewards.

    No mention, though, of RNNs plan to reverse split their shares. Unfortunately, this impending event will probably keep pressure on the stock going forward.

    I agree that some of the late stage trials will likely fail, but this "process of elimination" is a necessity in solidifying and expanding the co's PL. It points management in the right direction. Thanks, Sharon. It was a good read.
    Apr 21, 2014. 04:52 PM | 1 Like Like |Link to Comment
  • Rexahn Pharmaceuticals: Another $1.30 Biotech Lottery Ticket [View article]
    MedGuy -

    What are you missing? How about the fact that there are NO RNN insider shares being sold, like you claim there are.

    People can search here:

    http://1.usa.gov/1fxvnvT
    Mar 1, 2014. 01:08 AM | 1 Like Like |Link to Comment
  • Rexahn Pharmaceuticals: Another $1.30 Biotech Lottery Ticket [View article]
    So 1.10 is a good entry, but 1.30 is not? Give me a break. These small biotechs fluctuate that much in a day. You either believe in the story and go long or you don't. In the grand scheme of things, a few pennies here and there will seem negligible, in my opinion. RNN has the scientific capability to replace SOC in one or more cell line therapies, hence, the huge potential outlined by the author.

    Just take a look at who is on the board of this co:

    http://bit.ly/1e3xqmP

    These intelligent and experienced people would not be here if they didn't believe in Rexahn's stellar IP and diversified PL.
    
    Good luck.

    Long RNN
    Feb 27, 2014. 12:41 PM | 13 Likes Like |Link to Comment
  • A Glimpse At Our Small Cap Biotechnology Portfolio [View article]
    Thanks for the article! My money is on Eddie Gray and the A-Team at Dynavax.
    Jan 22, 2014. 02:22 AM | Likes Like |Link to Comment
  • Elite Pharmaceuticals: Swinging For The Fences [View article]
    Both, Treppel and Nasrat Hakim are heavily and personally invested in Elite Pharma so not sure, since you're telling us you're long, why you feel the need to state the obvious.

    News Flash: All stocks are a potential zero. I learned that in Middle School. If you want, you can also ask past SHs in co's like GM, Chrysler, Bear Stearns, Enron, and the like. The way I see it, being that you're long and obviously betting that the co's share price will keep appreciating from these levels, you must not be that concerned about your flippant accusations that the author is somehow "irresponsible" for not copying and pasting every micro detail from the co's risk factors section of the 10Q.

    Personally, I think Elite has turned this ship around beautifully, and I remain focused on management's ability to execute on all fronts.

    Revenues Increase by 83%, Product Development Accelerating.

    http://yhoo.it/Krerch

    Things like improving the balance sheet, attracting big pharma interest, while aggressively pursuing their ART agenda and eventual FDA and/or global regulatory approval in current and quickly expanding indications.

    To conclude, I do agree with your statement that the reward could be 10x, maybe more, and, obviously, that there are always risks in any type of investment.

    Long ELTP
    Jan 18, 2014. 04:50 PM | 1 Like Like |Link to Comment
  • Sell iBio As Dilution Risk Is Running High And Insiders Are Selling Aggressively [View article]
    MATERIALLY FALSE and MISLEADING information. SA should delete the article in its entirety. In aggregate, it's articles like this that hurt SAs reputation -- period.
    Jan 3, 2014. 01:57 PM | 2 Likes Like |Link to Comment
  • Elite Pharmaceuticals: Swinging For The Fences [View article]
    All that noise in the background, and what does smart money keep doing? Buying huge blocks, and pushing the stock up -- where it belongs. Why? Because they know that this is a no-brainer; a company with HUGE potential and a stock that is ridiculously mispriced.

    Good luck to all who are onboard.

    Happy New Year!
    Jan 2, 2014. 02:25 PM | Likes Like |Link to Comment
  • Biodel Inc: Strong Biotech 'January Effect' Candidate For 2014 [View article]
    Your analysis is extremely shortsighted. Each drug, current/upon approval, will/does appeal to a specific prescriber base and patient population. Each treatment also has specific benefits as well as downfalls (some may not like the cough associated with Afrezza, or side effects associated with other rapid-acting insulin), hence, plenty of room in the space for different players offering alternate treatment options.

    To put it in perspective, some doctors prescribe Tylenol, others Aleve or Advil. Why? Because they work differently on different patients and patients prefer different treatments. Same is true with ALL drugs.

    Moreover, there is a grand misconception regarding the market. Existing competition ultimately helps companies market new products. Why? Because, in this case for example, targeted endocrinologists are already familiar with general guidelines and overlapping prescribing information, which is an easier sell, as opposed to introducing a brand new treatment product, which carries with it that inherent element of apprehension.

    I wholeheartedly agree with the author. Biodel stock is grossly undervalued at these levels, with excellent, future upside potential.

    Long $BIOD
    Jan 2, 2014. 12:50 PM | Likes Like |Link to Comment
  • Biodel Inc: Strong Biotech 'January Effect' Candidate For 2014 [View article]
    Bob -
    Fantastic summation of facts. I cannot believe that this promising company trades where it does, especially, following recent positive PRs and a very bullish conference call. Stock is a sleeper, IMO.

    Thanks for your time,

    Long $BIOD
    Jan 2, 2014. 10:57 AM | 1 Like Like |Link to Comment
  • Biotech: Let's Make A Billion-Dollar Deal, Part 2 [View article]
    In the latest conference call, PPHMs CFO states the following:

    "Regarding our financial position, it's important to note that we have increased our cash position steadily over each of the last 6 quarters to $44.4 million in anticipation of starting the Phase III SUNRISE trial. This provides us the financial flexibility to initiate this trial, while also allowing us to evaluate other opportunities, including ongoing partnering discussions."

    Moreover, regarding a very positive, aggregate response to Peregrine's preclinical development program and publication of peer-reviewed data, management told us that "This recognition has already resulted in many new opportunities for collaborations, heightened interest from clinical investigators and increased interest from potential partners. Taken together, we believe that Peregrine is uniquely positioned among the companies developing immunotherapies, based on our stage of clinical development and combination potential with other drugs in the space. And that because of our current valuation, we represent a unique investment opportunity. And while we have been extremely pleased as to how the data supporting bavituximab has been received to date, we're looking forward to continuing ongoing research and clinical activities that are expected to add to and supplement these discussions over the coming months."

    The way I interpret the language and recent events, is that the S3 is part of a larger, ongoing plan, which is centered around negotiations with certain collaborators -- likely, more than one. It strengthens the company's leverage or negotiating power by sending a clear message that they are prepared and willing to go it alone if needed. They have approximately $44mil in cash, with 5-7 mil burn rate per quarter, so why else would they file the S3 now? They could have waited until 2Q14 or later.

    Obviously, these are strictly my opinions, but I have turned up the volume on my "bullishness dial," specifically, following recent, positive events and stellar execution by management in both areas of clinical and business development.

    Long $PPHM
    Dec 30, 2013. 04:29 PM | 2 Likes Like |Link to Comment
  • Elite Pharmaceuticals: Swinging For The Fences [View article]
    It is important to note that these boards are constantly filled with "soft bashing" commentary. The common denominator is predictable and constant; it revolves around baseless negativity and fiction over fact. This unethical and self-serving methodology is meant to confuse a company's current and future investor base by creating fear, uncertainty, and doubt.

    All told, that is likely the reason many of us here get defensive at times. We try to present the company under a factual light, rather than one filled with half-truths and hyperbolic conjecture. Everyone, unequivocally, is entitled to an opinion, but it seems that many of the so-called concerns that are repetitively mentioned regarding Elite's corporate and financial position are based on misinformation, and they're speculative at best.

    People should listen to the recent conference calls, which are extremely bullish, in my opinion, read the transcripts, all the filings, press releases, etc. It will become immediately evident that the company's focus is centered foremost in executing aggressively on pipeline (drug-approval) related milestones and less on discretionary items, such as share float, unnecessary splits, and the like. The latter are mere distractions at this stage of corporate development, especially as the company builds on current, positive morale and aggregate momentum.

    Elite Pharma is firing on all cylinders.
    Dec 30, 2013. 02:27 PM | 2 Likes Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    An excerpt from the aforementioned coverage update:

    "MSTX believes that it is currently the only company with a new molecular entity in a Phase 3 clinical trial for the treatment of sickle cell disease, a disease with significant unmet needs and which has been experiencing unprecedented interest from strategic partners, acquisition oriented suitors, and financial investors."

    More compelling, is the fact that "MSTX plans to develop MST-188 in complications of arterial disease, initially as an adjunct to thrombolytics in acute limb ischemia (ALI), a complication of peripheral arterial disease. Peripheral arterial disease affects an estimated 8 to 12 million people in the United States. The planned Phase 2 trial in ALI is scheduled to commence in the first quarter of 2014."

    And finally, the note specifies that "MSTX anticipates that cash as of September 30, 2013 or $0.48/share, should be sufficient to fully fund all planned clinical trials."

    So let's get this straight: We have a promising Phase 3 program in an area of unmet medical need, a planned Phase 2 for additional indication and patient population commencing in the Q1-2014 (initially as an adjunct to thrombolytics), and to top it all off, sufficient cash to fund all trials. Now, does that sound like a company with ZERO value assignment for its pipeline and proprietary intellectual properties? I don't think so.
    Dec 28, 2013. 12:54 PM | 2 Likes Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    Your intentions seem dubious. If you have no interest in the co., specifically from an investment standpoint, why take hours of your time to parse words and split hairs? Much of your argument pertains to SOP in biotech world. I've been around a very long time and can tell you that stocks with Phase 3 program initiations do not trade at or below cash for very long; hence, recent, solid upgrades with 2-3 dollar price targets on MSTX shares.

    Dec 18, 2013. Vista Partners Updates Coverage on Mast Therapeutics, Inc.; Price Target $2.25

    http://yhoo.it/1hLqqNX

    Oct 3, 2013. Canaccord Genuity initiated coverage on Mast Therapeutics with a Buy rating and a price target of $3.00.

    http://bit.ly/1hLqsW2


    This is a BUY right here, IMO, and would rather follow institutional money that has been pouring in at these depressed levels than follow or listen to someone with ZERO skin in the game. Personally, I see a multibagger in the making.

    Long $MSTX
    Dec 28, 2013. 05:58 AM | 2 Likes Like |Link to Comment
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