Seeking Alpha

candooman

candooman
Send Message
View as an RSS Feed
View candooman's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power Concentrator 399: June 8, 2015 [View instapost]
    Today LCB International signed a Letter of Intent with Axion to manufacture and sell PbC batteries exclusively in China and its territories. The head of LCB (Chinese) worked in the Delco division of GM in China and another battery company. He has been a Venture Capitalist for many years (successful) and also has a graduate degree from MIT. Because he holds a PhD and is investing in Axion, would you say AXION will now be a successful company? What opportunities did he see in Axion that Americans and Germans (BMW) failed to see?
    Jun 15, 2015. 05:22 PM | 2 Likes Like |Link to Comment
  • Axion Power up 154.6% on potential Chinese licensing deal [View news story]
    Shareholders will get proxy statement asking for approval of deal -- maybe in the next 3 weeks. Even with 20% dilution, it will likely be approved; the alternative is possible BK..... APW is low on operating capital. If LCB International has potential big customers now ( very possible ) and after the deal is signed and approved and get their big order(s) ......... we are off to the races! Otherwise, it is BK!
    Jun 15, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • Why Truckers Are Slow To Embrace CNG Fuel Systems [View article]
    It did not help that the new CEO who I thought was capable of taking Axion heading in the right direction suddenly died. If they do not get a sizable order for their PcB batteries in the next six months, it might be the end of Axion as a company. It is very difficult for a customer to decide to buy their products knowing the company may go belly up in a year or less.
    Jun 9, 2015. 05:19 PM | Likes Like |Link to Comment
  • InVivo Therapeutics’ Neuro-Spinal Scaffold Receives 2015 Becker’s Healthcare Spine Device Award [View article]
    Getting the 3rd patient into is taking a long time. I guess, to get a person who gets into:

    (1) an accident and
    (2) has spinal cord paralyzing injury resulting in a para or quadra state,
    (3) and is taken into one of only 4 designated study hospitals in the country and
    (4) getting their consent to be included in the study
    (5) while unable to think clearly

    are requirements proving difficult to fulfill. Of course we do not want people to have an accident so they can be in the study. But Summer is here, more people are driving motorcycles....
    Jun 2, 2015. 09:39 AM | Likes Like |Link to Comment
  • Why An Old Warning About Stocks Feels More Ominous This Year [View article]
    Amen. Sell in May not only means selling what you own, which raises your cash holdings, before it goes down and loses value. That same decline in value of most stocks, presents you an opportunity (now with some raised cash on hand) to buy the stocks you want at a lower or perhaps even at a bargain price.
    May 26, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • DOJ may withdraw agreement not to prosecute UBS [View news story]
    The DOJ changes its mind after seeing the banks with non-prosecute agreement were taking advantage of their agreement to manipulate interest rates. In principle, if a party to an agreement engages in conduct contrary to the agreement then the agreement is no longer valid. The DOJ cannot continue to allow the bank's bad behavior while pursuing only the other banks who do not have the non-prosecute agreement. The only way to change bankers behavior is to prosecute them. They cannot be given a pass (non-prosecute agreement) and allow to practice bad behavior. So, the DOJ is correct in changing its mind. Fleecing of customers is never a good thing, contract or no contract.
    May 13, 2015. 09:39 AM | Likes Like |Link to Comment
  • Sirius XM: Explaining The 1 Cent 'Miss' In Q1 Earnings [View article]
    Thanks Stephen for running this "continuing education" courses for us none accounting types, simple folks. Your clear explanations is a delight to read.
    May 4, 2015. 12:20 PM | 6 Likes Like |Link to Comment
  • Sirius XM: Based On Earnings Shares Could See 50% Upside Over The Next 2 Years [View article]
    Could the earnings miss be due to increase in payments on loans taken out to buy back shares?
    Apr 28, 2015. 11:37 AM | Likes Like |Link to Comment
  • Sirius XM: Why I'm Buying The Stock Despite Its First-Quarter Earnings Miss [View article]
    I am waiting for the CC on this QTR Report. I am wondering if they will get Fiat-Chrysler to signup for SIRI connect? Except for GM and Ford which have their own service, SIRI has no US car makers in their list of customers.
    Apr 28, 2015. 09:56 AM | Likes Like |Link to Comment
  • Sirius XM: Why Apple Still Remains A Likely Suitor [View article]
    Apple takeover will. like Comcast, run into antitrust objections...... loss of competition. But offers from Google or MS will likely be acceptable to the FTC.
    Apr 27, 2015. 10:02 AM | 3 Likes Like |Link to Comment
  • Athersys's MultiStem therapy fails to meet primary endpoint [View news story]
    We will have to wait for the presentation on May 11. It should be an interesting meeting. If you are an optimist, load up a bit on the possibility of a good plan being discussed during the meeting. Otherwise, hold.
    Apr 21, 2015. 10:18 AM | Likes Like |Link to Comment
  • Athersys: Where Is The Run Up Before The Binary Event? [View article]
    Please be aware that A F's articles shows he is a the glass-is-a-half-empty type of analyst. He shorts stocks.
    Apr 20, 2015. 11:39 AM | Likes Like |Link to Comment
  • Athersys: Where Is The Run Up Before The Binary Event? [View article]
    Multistem is not meant to be a cure; it is meant to stop further damage to the brain from the spleen's reaction to the stroke. Brain plasticity will repair the damage but the results will depend on how much damage has been done. The idea here is to limit the damage so the brain will and can repair itself and get back close to what it was before.

    It is possible that when Multistem is applied in the 6-24 time frame, the spleen reaction can be suppressed so that there is no further damage. tPA when applied within 3-4 hours works most of the time.... but not all the time. So, it is also possible that if multistem is applied after 6 hours, the damage to the brain can be significantly limited. Should this be shown in additional trials, Multistem could be made part of the standard treatment for stroke patients.

    Knowing the Japanese knack for improving on other people's inventions, Chugai will try to do this.
    Apr 20, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Athersys: Where Is The Run Up Before The Binary Event? [View article]
    There should be a Phase 2b trial for the 6 to 36 hour window to prove efficacy. I suggest Ph 2b because it will require only a small group of less than a hundred (including placebo). Additionally, the trial will be short in duration - 90 days.

    The safety and tolerability has already been established. ATHX management should design a Ph 2b trial and have it approved by FDA. After the results are in, hopefully, a lot better than Ph 2, the Ph 3 trials can be designed based on the results.

    The published results left out much details, like the number of patients who got the higher dosage in less than 36 hours. The data should be further divided between 24 and 36 hours. I envision Multistem being effective when applied between 6 and 24 hours and will be the new standard treatment for ischemic stroke.
    Apr 20, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Phase 2 ALS trial of Neuralstem's NSI-566 meets safety endpoints and shows 47% response rate [View news story]
    Bause, As pointed out in the numbers stated in the article, the slope of decline of the responders is almost flat (their condition did not worsen) whereas the slope of decline for the non-responders was significantly lower -- their health got worse...... just like those who have the decease......(I cannot use the word treated because there is no treatment).
    Mar 12, 2015. 05:25 PM | Likes Like |Link to Comment
COMMENTS STATS
345 Comments
521 Likes