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RRRichmond

RRRichmond
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  • 4 Points For Northwest Bio Longs To Ponder [View article]
    Why did you not indicate that you were a "scientist" working on a competing product? Leaving that info out really affects your credibility. P.S. talked with your boss. Spanky, spanky.
    May 5, 2015. 06:21 AM | 14 Likes Like |Link to Comment
  • Northwest Biotherapeutics Gets Called Out: Should Investors Worry? [View article]
    P Man - What is with you? Do you not understand . . .still. Numerous people have taken the time to explain to you how the process to "continue" occurs. Still you insist on convoluting the process. What gives? They got the recommendation to continue for safety as was announced by PR and 8K. While it is expected that we would have a general recommendation to continue, we do not. That simply means that either there was not enough developed data at that time and the DMC conveyed this to the CRO. As the protocol for DCVax-L is quite sophisticated, this possibility was already addressed. When the analysis is compleated and a recommendation is given, Ms. Powers has 4 days to release the information.
    Jun 25, 2014. 04:47 PM | 4 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Academic Results Create Positive Risk/Reward [View article]
    I believe your thorough utilization of the academic history of Dendric Cell research has established a foundational approach for investment in BioTech. Your research method in combination with competitive analysis shows this company to be far less riskier than any other BioTech stock I have looked into. I am also impressed that this company has already made such a substantial investment in manufacturing. None of the big pharma companies with research and early pipeline trials have done this. Sounds like management is trying to establish a moat.

    Steven - Great article. Insightful analysis. I would like to hear a follow-up article that would cover the company's patents, more on their management and key investors. I read somewhere that Goldman Sachs had recently established a substantial position.
    Jun 3, 2014. 11:08 PM | 9 Likes Like |Link to Comment
  • 10% Guaranteed Return* [View instapost]
    Chris I signed up this morning. Waiting for your Stone Pier motifs. Here are my 3 best picks for 1st quarter 2014. 1. NWBO: I think they got it right so far on the phase 3 results! Best CEO of the in play biologics. (The downside is $2.50, the upside . . .$100+ ?) 2. AWLCF: The perfect match of drill rigs of the right size, in the right place, at a time of need and little competition. (The downside is a mechanical disaster, the upside is a 24% dividend, and 25% appreciation. Also the majority owner, Anders Wilhelmsen Group, has a great history.). 3. CAMP: From milk containers that talk to your fridge, then leave you a message on your cell phone to pick up a gallon of milk. Its the internet for "things". (downside . . . The world gets hit by a comet, the upside . . . A continued 300% from 2013.)

    Chris -- Can you use any of these?
    Feb 3, 2014. 08:11 AM | 1 Like Like |Link to Comment
  • Chris DeMuth, Jr. Positions For 2014: Certain Industries Are Ripe For Consolidation [View article]
    Chris -- Your article is a great way to close 2013 and begin to plan for 2014. The last piece of my 2013 will be in a few days when we find out about GCVRZ. The forum, led by your direction and moderation is the finest I have ever participated in. You attract other competent investors into the fold. Together, a "Stone Soup" is created that all who participate then share. Well done, and thank you for your hard work and efforts at SA.
    Dec 24, 2013. 12:52 AM | 2 Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Is there a video or transcript available from the advisory board meeting?
    Nov 24, 2013. 05:07 AM | Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Chris and others: The youtube links to MS and Lemtrada actually added to my understanding of how MS attacks the body and how Lemtrada is utilized as the "agent" in stripping the body's immune system so that it limits the body's attack on the myelin sheath of the spine. This more clearly identifies and explains the side effects of the drug. As one watches the associated videos on patients dealing with MS you see the potential of Lemtrada, but you also begin to understand "the placebo effect" through the desperate eyes of those afflicted with MS.

    This is all ancillary information that has no effect on present pricing and the eventual outcome. Are there other possible data points between now and judgment day?
    Nov 19, 2013. 06:42 PM | 1 Like Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Are there any other possible data points between now and Dec. 27th? Does this date still hold as the next important date? The reasoning I ask is that in the absence of further information, I believe the price will fall further as we get closer to the end of the year. If there are no further data points then I believe that a possible play could be made by liquidating a position now at .70 and picking it up later at .25 to .35.

    I would like to hear the insight of others regarding this action's potential.
    Nov 18, 2013. 12:50 AM | 2 Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    This investment has been an "E" ticket ride since I made my first buy. I have ridden wooden rollercoasters with fewer bumps, twists and turns. I really look forward to Chriss' and others in attendance to provide "color". It would be of benefit for those in attendance to compare their notes and discuss. Kudos to all on this forum. Truly, the best I have ever been on. Win or lose, I learned a lot. Trying to handicap binary events such as GCVRZ is a lesson in Risk v. Reward analysis. I will be a much better investor after this ride. Thank's to all. I send an E-beer to each.
    Nov 13, 2013. 08:51 PM | 4 Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    After reading the 370 page recommendation report as well as Sonofi's response, I am disappointed. The only strong response from Sonofi is in regard to the critisisim on blinding for the patient population. I do not think it is possible to truly "blind" these two drugs as both have substantial and characteristic side effects as well as wide dosing differences. The failure to successfully blind patients as to which arm of the study they would be in is evident and without response. Sonofi really does not provide details of the blinding methods used to assure rating integrity or the analysis of events. (If not fraud, then incompetence in attempting to "engineer" results.)

    The failure to record patients vital signs at the time of infusion is indefensible. Sonofi knew that the effects at time of infusion were substantial. One of the reviewers comments that one of the early developers of Campath always stated that the drug's administration needed to be in a fully capable medical facility. So substantial that if the vitals were known, a REMS requiring administration of the Lemtrada infusion in a hospital setting would more than likely be required. This in and of itself would cut sales by 40% and make the later payouts unlikely. Rebif is usually self injected. As s19104 commented, smaller practices would be unlikely to recommend or administer Lemtrada due to requirements.

    There are more questions than answers provided by Sonofi. The side effects are appalling and at times unusual, for example the higher number of Herpes incidents among those that took Acyclovir as a preventative. (?) I simply do not follow Sonofi's statistics regarding effectiveness, particularly in light of the non-EU data which infers fabrication and reads like a term report purchased on the internet.
    If I can get within a smell of a dollar, I am out. This is not the basis under which I made this investment.
    Nov 12, 2013. 03:06 AM | 3 Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Thank you for your detailed information on the Wayne State Study. Your info leads me to believe that we are going to receive several labeling "recommendations" from the study group. I believe we are approaching a 90% certainty of approval and an 80% chance of gaining it before March end, 2014.
    Oct 29, 2013. 03:29 AM | Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Regarding the Wayne State Study: Is this a Sonofi sponsored study, or could it be sponsored by someone trying to knock down the Lemtrada application? I note no results are posted. Is the timing coincident?
    Oct 27, 2013. 10:39 PM | Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Chris and others - I came upon this notice at clinical trials.government: NCT01020370. This is the identifier. I found it by searching MS. Its on the second group of studies (#25) marked "completed". Its titled, "Exploratory Study to Investigate the Reparative and Regenerative Potential of Alemtuzumab in Relapsing-Remitting Multiple Sclerosis Patients Participating in the CARE MS I and MS II Studies".

    I noted that the record was just posted on October 17th.
    Oct 20, 2013. 11:44 PM | 2 Likes Like |Link to Comment
  • Apple: An Analysis Using Warren Buffett's 10 Points Of Light [View article]
    I really dislike passion in investors. Its like the rookie miner hat has been carrying around a sack of fools gold and once finding his error refuses to put it down. I found the article to be entertaining and informative. I like the innovation in applying "Buffet thought" to prospective investments. Had "the Oracle" seen this article some years ago he would not have been on the sidelines today. Woulda, coulda, shoulda.
    Oct 20, 2013. 03:12 PM | 1 Like Like |Link to Comment
  • Will Precious Metals Act As A 'Safe Haven' In The Impending S&P 500 Crash? [View article]
    I am stupified at the comments here and particularly, some of the questions. Let me give you some simple advice. If you don't understand what Avi is saying, then you should stay simply in physical, somewhere between 5% and 10% of your net worth. (That way we don't have to "feed" you in the event of a crisis.) Avi is a trader, and so are his subscribers. We make money by playing long, short and intermediate time periods. We profit from "calling" the moves within each of these periods. Avi and his Elliot Wave tools are useful in understanding the "play" in directional moves within various time frames. The "play" in the short term could be 4 hours or 4 weeks. Those that are asking Avi to "Call the Market Price" in 2013 or 2014 or November or 4th quarter don't get it. It doesn't matter to him or us. We can make (or lose) money "UP" or "Down". When Avi says prices are dependant on sentiment, he means there is sentiment within multiple time frames. Once you pin the direction, Elliot Wave gives you the likely targets relative to the move. Profit is made by moving in and out of positions to exploit directional opportunity within the "guidance" that Avi and Elliot Wave provide.
    Oct 20, 2013. 11:18 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
37 Comments
57 Likes