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Anonymous 2

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  • Regulus Therapeutics' (RGLS) CEO Kleanthis Xanthopoulos on Q1 2015 Results -- Earnings Call Transcript [View article]
    To what extent (what percent of the potential total global Hep C commercial market) does the company feel that RG-101 could be a direct ? or supplemental
    opportunity for RGLS?
    To what extent would RG-101 be a substitute for the Giliad products? and what is the status or the expected timing of the various testings and if successful,the approval process and timing to move toward human testings as a biomarker "breakthrough"?
    Relative to the current availability of treatments from "competition" - what is the potential timing and process of human testing phase and approval phase before it can be made avaialable to the globalmakets.
    Is this a matter of months or years?
    May 20, 2015. 07:26 PM | Likes Like |Link to Comment
  • A Look At BrainStorm Cell Therapeutics' ALS Phase IIa Results [View article]
    WST: Great article - I have read it and the reader's informed coments and questions and your responses a few times.
    During the past 8 months, I have looked at a few which might be considered BIO Phara companies with some focus on the R&D efforts to find a solution for ALS and or some of the symptoms of ALS patients - such as the following ATHX, BCLI, CUR, CYTK, MNOV, STEM, and a few more undoubtably.
    Now that BCLI has settled down from it's spike (all short covering - or were there new investors with new dollars - net after the first few weeks) in early Jaunary, It would be nice to learn the "percent" of R&D expenses are focused on ALS solutions for ach of these companies. Are "we" forgetting about some of the BIG cap BIO R&D comnpanies who may also be focused on ALS solutions but for which their time and effort and dolars are not much relative to their other (non ALS related)
    projects?
    May 15, 2015. 12:55 PM | Likes Like |Link to Comment
  • NeoStem: The Levi Strauss Of Cell Therapy [View article]
    Time for an update? The current 12 month high target price is still 7.
    May 8, 2015. 10:20 AM | Likes Like |Link to Comment
  • Cytokinetics To Move Tirasemtiv Into Phase III, As FDA Breathes New Life Into ALS Drug [View article]
    Other than BCLI, CUR and CYTK, are there any other SMIDcap ALS R&D focused clinical stage companies which are doing interesting things and should be comparable in various ways to these three?
    Apr 30, 2015. 08:20 PM | Likes Like |Link to Comment
  • Our 2 Healthcare Picks For April [View article]
    In addition to BCLI, CTYK, CTYX, STEM and CUR I recently heard that SYN was involved with R&D research on ALS in their pipeline.Is this true? Are their other companies with an R&D effort toward ALS solutions besides the above?
    I have been long SYN but was unaware of this purported interest in ALS.
    Apr 14, 2015. 09:39 AM | Likes Like |Link to Comment
  • Brainstorm Takes Major Leap Forward In Battle Vs. ALS [View article]
    Since your article first appeared four months ago, have there been any new BioPharma Companies - other than CUR, BCLI, SNY, CYTK, CYTX, STEM which have recently come out as competitive leaders in the search for ALS solutions?
    In order of potential timing in breakthroughs in each of their piplines, which are the two or three "leading horses" to ride during this next 12 to 24 lap.?
    Best sell side FIRMS AND OR analysts who cover ALS R&D research efforts?
    Apr 14, 2015. 03:49 AM | Likes Like |Link to Comment
  • Healthcare stock screen of the month: Price extended, poor fundamentals [View news story]
    CYTX- leaving a bunch of gaps - how many will be filled before next year? next few months?
    Apr 8, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • It's Time To Invest In BIND Therapeutics [View article]
    Still long MEIP ?
    Do you follow any of the BIOs which have a focus on R&D for ALS syndrome?
    such as BCLI, CUR, CYTK or STEM?
    I own initial positions in the first three (biggest is with BCLI) and am impressed with the recent management and insider investment news from STEM so will probably take a piece of it to incentivize me to get serious to know if and when they deserve some of my retirement dollars.
    Apr 2, 2015. 10:01 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    DO YOU STILL FOLLOW SYN?
    Mar 10, 2015. 02:22 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    Still Short? Seriously - in the past year did SYN pass or correct enough of their flaws to cover and go long?
    How about Keith's RXII. Is this still (and now) a timely turnaround?
    Mar 2, 2015. 10:20 AM | Likes Like |Link to Comment
  • Unilife: Ready For Phase 2 Of A Huge Move [View article]
    Since 1/29 SA article price has moved down 11% from 4.40 close to 3.90 most recent. Subsequently, an offering was priced at a big (4.4-3.75=)15% discount.
    the stock opened below 4.20 and has been as low as 3.85 (Nice support by the u/w's) 10 cents above the offer price (good deal, for those invited into the
    offering).
    Interestingly,in the meantime, the HIGHEST target price offered by the 5 sell side analysts has move from as low as 9 in early January to a new high target Price of 15.25 !! This was recorded on on 1/27 !! prior to the date of the SA updated report (which used a TP of 11/share).
    It will be "of interest" to learn about the "profile" of those investors and the extent to which there are reasonable time restriction on such privileged buying supporters from selling to those of us who'd like to accumulate stock at NOT "rigged" prices.
    In the meantime, going from the current 3.90 to the high TP of 15 plus will make my day.
    Feb 3, 2015. 02:12 PM | 2 Likes Like |Link to Comment
  • BDCL: The Third Leg Of The High-Yielding Leveraged ETN Stool [View article]
    I just re -reviewed your almost year ago analysis
    Maybe it would be time to do another review - IT seems that there have been enough changes since May 2014 to reevaluate the concept.
    I did not notice any follow ups, but will check again
    Thanks
    Romeo F
    Jan 31, 2015. 04:18 AM | Likes Like |Link to Comment
  • Procera Networks' (PKT) CEO James Brear on Q3 2014 Results -- Earnings Call Transcript [View article]
    Anything new to report past 2.5 months?
    Jan 23, 2015. 06:50 PM | Likes Like |Link to Comment
  • Will Audi's Hybrid Q7 Cause Tesla's Model X Backlog To Evaporate? [View article]
    I did not read all of the 300 plus questions/comments - so may have missed this:
    Does either or both the Tesla and or the Audi offer 4WD for their 7 seat SUV vehicles?
    Recognizing that some "7" seat vehicles include small backward looking seats good only for "children size" persons, which of the 7 seat 4WD OR 2WD (SUV) vehicles enable 7 adults to sit comfortably?
    For example a driver plus 6 adults or 3 couples?
    And, thus, might be appropriate for consideration by the professional Personal Transportation industry (Cabs including Uber type businesses.)
    Jan 2, 2015. 03:39 PM | Likes Like |Link to Comment
  • 2015 Could Be A Good Year For Europe ETFs [View article]
    What would you need to see take place prior to using RSX in a globally diversified portfolio seeking "the opposite" (or perhaps a non correlated country fund) of the profile of the U.S. Equity markets in terms of the valuation of the equities in the RSX portfolio with emphasis on energy and "commodity" sectors after 6 up years
    in developed countries.
    Based on the discounted values of the RSX portfolio during past 6 plus years, at what point and what signs will you use to include RSX as an "undervalued" "contrary" play on one of the largest countries in the world?
    Basically - what i am attempting to figure out is when will RSX represent the same "oversold valuations" which existed in March April 2009 in the IVV or SPY or DJIA?
    Dec 31, 2014. 09:24 PM | Likes Like |Link to Comment
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362 Comments
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