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  • 3 Reasons To Stay Far Away From Synta Pharmaceuticals Stock [View article]

    It appears the author shared one useful caveat with us
    "In biotech, reaction to news that does not consist of FDA approval is usually an overreaction, and when things begin to return to normal and the volume and attention quiet down, the stock begins to retrace."
    Beyond that his conspiracy theory is a poor substitute for a review of the science to support his claims. If the science supports managements decision process relative to trial advancement then the rest is simply smoke and thunder
    Nov 4, 2013. 04:26 PM | 1 Like Like |Link to Comment
  • Observations From My Trip To China [View article]
    The balance of the NYT article not covered by the author seems to point out the Chinese may be facing an abyss of their own.........

    "New subway lines, rail lines and urban districts are part of China’s heavy dependence on investment-led growth. Despite repeated calls by Chinese leaders for a shift to more consumer-led growth, it shows little sign of changing. China’s new prime minister, Li Keqiang, publicly endorsed further expansion of the 5,900-mile high-speed rail network this summer. He said the country would invest $100 billion a year in its train system for years to come, mainly on high-speed rail.

    The Chinese government is already struggling with nearly $500 billion in overall rail debt. Most of it was incurred for the high-speed rail system and financed with bank loans that must be rolled over as often as once a year. Using short-term loans made the financing look less risky on the balance sheets of the state-controlled banking system and held down borrowing costs. But the reliance on short-term credit has left the system vulnerable to any increase in interest rates.

    “Even well-performing railways capable of covering their cash running costs and interest on their debt will almost certainly be unable to repay the principal without some long-term financing arrangements,” said a World Bank report last year."
    Nov 3, 2013. 12:06 AM | 5 Likes Like |Link to Comment
  • Navidea: Positive News And Short Interest Trend [View article]
    A damn good idea. I have seen it used by alert management teams to fry shorts. A dividend of .0001 while costing the company very litte creates nightmares in the backroom of brokers representing shorts.
    It imposes on them the same paperwork burden as a ten dollar dividend. Somebody who talks to management should TELL THEM
    Oct 14, 2013. 11:56 AM | 1 Like Like |Link to Comment
  • NeoStem: An Investment In 4 Different Divisions [View article]
    Thank you for your comment. I hope the author gets us an answer to that one because it troubles me also. It is a key factor. NBS has remained off my radar and will continue there until I learn something
    about this issue
    Oct 14, 2013. 10:54 AM | 1 Like Like |Link to Comment
  • What Everyone Must Know About Currencies: Profiting From Risk Rankings [View article]
    Extraordinary and timely.......thanks Cliff....I am one of many who follow you. I trade stocks using asset allocation models. I have always considered currencies gambling because of the fact that when you think you can make a compelling case...a central banker could always take the other side of it. The idea of using Forex when shares to short cannot be found hadn't occurred to me. It is a great and useful idea.
    Oct 11, 2013. 08:14 PM | 1 Like Like |Link to Comment
  • 3 Biotech Stocks To Trade But For Different Reasons [View article]
    One of the most outstanding posts I have ever read. Folks will certainly get that Mr Ehrlich is dead serious about the availability of
    CTIX to gain funding AT WILL. Great job
    Oct 10, 2013. 09:28 AM | 1 Like Like |Link to Comment
  • Neuralstem: Evidence Increasingly Suggests Its Neural Stem Cells Are Effective In ALS [View article]
    I think investors should put the hammer down in the 2.20s
    In fact I like any number that breaks 400% at $10 because I think
    reports by April will take us there
    Oct 8, 2013. 08:50 PM | 1 Like Like |Link to Comment
  • Neuralstem: Evidence Increasingly Suggests Its Neural Stem Cells Are Effective In ALS [View article]
    Mr Smith

    Count me among the few...proud and brave
    "Only a few other analysts have stepped up on the stock. This is understandable as Neuralstem is a complicated, controversial and high risk/ high reward investment"
    Made my call at 1.49....a little behind your 92 cents but what the heck
    Oct 4, 2013. 04:07 AM | 1 Like Like |Link to Comment
  • Little-Known Cynapsus Underway To Solve Crucial Problem For Parkinson's Sufferers [View article]

    playing both rather than figuring that out would be the best strategy...having a basket of firms likely to gain FDA approval is a choice I would always make. Having less than Four amounts to gambling....JMHO
    Oct 3, 2013. 11:59 PM | 1 Like Like |Link to Comment
  • Neuralstem: Evidence Increasingly Suggests Its Neural Stem Cells Are Effective In ALS [View article]
    Mr Smith

    I love your work and always read it. I tell my followers if you havent read Smith you may be uninfprmed ! regarding this part......

    "It is not surprising that numerous attempts to develop drugs for ALS have failed since it is rapidly progressing and there is little understanding of the underlying causes of the disease. The most recent blowup was Biogen (BIIB) with dexpramipexole. There is only one drug approved for ALS, Rilutek (riluzole), which was approved over 20 years ago and has modest efficacy. It doesn't take much imagination to understand why investors might be skeptical about Neuralstem. It is a tiny company using an unproven technology being used to treat an intractable and poorly understood disease in which companies with much larger resources have failed repeatedly in their drug development efforts; of course they were using small molecule drugs and not neural stem cells."

    David vs Goliath is where the 100 baggers are found....and CUR may be one
    Oct 2, 2013. 08:30 PM | 1 Like Like |Link to Comment
  • Little-Known Cynapsus Underway To Solve Crucial Problem For Parkinson's Sufferers [View article]
    Micro Cap Sleuth

    Thank you for this comprehensive piece of due diligence. My own DD in the PD arena has led me to the conclusion that this remark from company website:

    "(1) Discovery of disease modifying therapies for chronic brain conditions such as PD and Alzheimer’s disease based on early diagnosis, genetic manipulation, and/or cell therapy are more than 10 to 15 years away. Further research will be required to make such therapies practical, economical, and broadly available"

    may be overly aggressive. One pre-clinical product I am aware of
    being worked on by ISCO and Duke University may force the company to reduce this 10-15 yr window they see to 3-5. Having said that let me agree with you that CYNAF, should they keep to their timeline. and achieve FDA approval, has time to achieve several billion $ of sales and the current share price does not represent recognition of this potential
    Oct 2, 2013. 10:33 AM | 2 Likes Like |Link to Comment
  • An In-Depth Look At Organovo [View article]

    I thought your question was most interesting. Then I noticed the author didnt answer....then I noticed he hasnt answered any here
    .........hmmmm....wonder whats up with that?
    Oct 1, 2013. 09:27 PM | 1 Like Like |Link to Comment
  • Hedge Fund Tracking: Einhorn Bets Big On Gold, Marvell, GM [View article]
    Can you recommend a strategy for following his shorts in as close to real time as possible short of reading everything everywhere
    Sep 30, 2013. 10:36 PM | 1 Like Like |Link to Comment
  • Tracking David Einhorn's Portfolio - Q1 2013 Update [View article]
    Who writes on Einhorns short positions?
    Sep 30, 2013. 10:33 PM | 1 Like Like |Link to Comment
  • International Stem Cell Solves Immune Rejection Issue For Significant Segment Of Population [View article]
    When you look at insiders holdings you see they have pretty much bet the farm here. After looking at their lead in stem cell science and how their business plan could lead to an MSFT style relationship with the regenerative medicine sector one begins to perceive how geometric growth lies in the future. Capping that off with a look at compound growth rates for recent quarters you note the process has already started. I thank KarinCA for teaching me these things some time ago which has allowed me to see that
    a double down here following the recent selloff is a fine idea
    Sep 24, 2013. 11:48 AM | 1 Like Like |Link to Comment