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beachtrader

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  • Will Dendreon Surprise The Street On October 30? [View article]
    Thanks Ted for clarifying.

    This positive news further strengthens the application of Provenge at the onset of the disease. It is terrible that the on-label use (and med insurance restrictions for payments) inhibits to some degree the administration of Provenge at an earlier stages of the disease.

    I still believe that doctors employ the easier treatments with poisonous chemo therapy and radiation rather than engage in a cumbersome process...who suffers from this: the patients.

    As usual, your article is well written and informative. Thanks...
    Oct 25 09:07 AM | Likes Like |Link to Comment
  • Will Dendreon Surprise The Street On October 30? [View article]
    Ted...can you explain your comment:

    "Patients who received sipuleucel-T (Provenge) developed immune parameters that correlated with improved overall survival, giving researchers a better understanding of how the immunotherapy works at a cellular level and suggesting that these parameters should be the focus of further studies on the treatment."

    Thanks.
    Oct 24 01:51 PM | Likes Like |Link to Comment
  • BP has secured U.S. government permission to ship U.S. crude oil to Canada, and Shell (RDS.A, RDS.B) has applied for a U.S. export license, signs of how the boom in U.S. oil production from shale rock is reshaping its role in the global energy marketplace. Shell declines to say how much oil it planned to export or to which destinations. [View news story]
    I agree ...why are we shipping our subsidized oil to Canada when we import oil here...this is ridiculous.
    Oct 12 10:03 AM | Likes Like |Link to Comment
  • Netflix Returns To Predictability [View article]
    Today (Oct 8, 2012), the hype continues and Whitney Tilson is licking his chops as NFLX continues to advance after Morgan Stanley 's upgrade...does anyone else want to chime in with an upgrade.

    The shorts will win on Oct 23...earnings will be impacted by operating losses in Europe, etc.
    Oct 8 09:47 AM | 1 Like Like |Link to Comment
  • Broadcom Should Bounce In Response To Mobile Revenues [View article]
    BRCM is easily a $40 plus stock but despite all the "Buy" recommendations and positive analysis, BRCM is languishing around $35 (+/-) and not making any real moves. Why?
    Oct 6 09:16 AM | Likes Like |Link to Comment
  • Netflix Returns To Predictability [View article]
    You are right about the competition...the ever increasing number of competitors will certainly impact Netflix negatively. Let's see what spin Reed Hastings will present on Oct 23...any streaming increase should be questioned because more people take advantage of the free month and then bail. Way back when...when streaming became available, he should have charged 1 to 2 dollars extra for those wanting streaming as well. But he wanted to be a pig and greed is blinding.

    Whitney Tilson lost millions on his short bet and then reversed his position to long and then lost more millions. So any comments from Tilson should be questioned...he wants out and wants to make money to cover his losses. Why would anyone believe Tilson. And as for Citigroup's biased comments...please...the fundamentals now and going forward do not support a high valuation.

    Reed Hastings at the helm of Netflix has proven to be disastrous.
    Oct 5 08:45 AM | 2 Likes Like |Link to Comment
  • Google: Innovating Beyond Advertising And Search [View article]
    With Google now in a bad position, and with Samsung now shackled with an enormous financial debt and future profits in question if unable to come to terms with Apple going forward, NOKIA may just have a chance to shine again.
    Aug 28 11:17 AM | Likes Like |Link to Comment
  • Dendreon's Provenge: Early Stage Use [View article]
    Thanks Ted. Again this is a no brainer conclusion for effective treatment - i.e., that Provenge be given earlier in treatment rather than after the cancer had metastasized and the immune system compromised and weakened.

    Great article...JB
    Aug 20 03:12 PM | Likes Like |Link to Comment
  • Netflix (NFLX) plans to launch its streaming service in Denmark, Sweden, Norway and Finland by the end of the year. The reach into the Scandinavian countries by the company adds to its current non-U.S. base of Canada, Ireland, the U.K., and countries in Latin America. [View news story]
    Andrew...are you surmising that BofA had inside info? It sure looks like BofA had the inside scoop.
    Aug 16 05:04 AM | Likes Like |Link to Comment
  • Dendreon's Provenge Needs To Pull Itself Together Soon [View article]
    The following was reported in the NY Post - August 7, 2012:
    "Chemo May Feed Cancer"
    Cancer-fighting chemotherapy can cause damage to healthy cells, triggering them to secrete a protein that sustains tumor growth and resistance to further treatment, a new study in Nature Medicine says. Researchers at the Fred Hutchinson Cancer Research Center in Seattle made the “completely unexpected” finding while seeking to explain why cancer cells are so resilient inside the human body while easy to kill in the lab. (http://nyp.st/MuLc38)

    As a former immunologist, I concur with these findings and believe these findings only strengthen the application of Provenge. It is my opinion that doctors prefer an easy pill pushing therapy rather than an intensive therapy. Regrettably, patients are denied a therapy program that produces results and, if applied during the early stages, we would see survival rates beyond current expectations.

    A friend of mine is now suffering from the effects of chemo and radiation with liver, stomach and colon damage and, after surgery to correct some damage, he still suffers digestive disorders and his quality of life greatly reduced. A large portion of his liver is irreparably damaged.

    On the QT, studies are now being conducted to determine the effects of radiation and chemo on patients who are now succumbing to the effects of such treatments.

    Sadly, Prostate cancer patients treated with chemo and radiation succumb to the effects of chemo and radiation without knowing that these treatments brought about collateral effects resulting in untimely death.

    I still believe that Provenge provides the safest and effective treatment for long term survival...
    Aug 8 04:23 PM | Likes Like |Link to Comment
  • Dendreon Cuts Jobs As It Battles Weak Sales [View article]
    Ted…I have been retired from immunological research for the past 20 years having made a career change from science to the financial sector…have yet to decide whether I made the right decision. In response to your query regarding my thoughts, you can appreciate the difficulties that we encounter whenever we introduce a foreign substance or chemical to target a disease that we have yet to get an understanding due to its organ specific origin and then to its metastatic invasive transformation. Although I do not have a scientific explanation since I am not familiar with the specific action of the drugs in question, the cancellation effect of these drugs is not surprising given the attack mechanism response of cancerous cells to any perceived structural similarities and I can readily appreciate the negative impact of such potent drugs [abiraterone (Zytiga) and docetaxel (Taxotere)] used in conjunction or applied following the other. These drugs do affect other cellular organs in the body as well…especially filtering organs. And then there is the aspect that not every human is similar…not everyone reacts to drug treatment in a similar fashion…hence, different survival horizons. My comments are based purely on an educational basis.

    My goodness, I listen to pharmacological drug commercials on TV and ask myself who would want to take these drugs…the side effects are worse than the illness…some side effects can even cause death. But it is noted that not everyone will experience the same side effects…that such side effects are being reported by different users with different genetic characteristics. What is the FDA thinking when the FDA approves these medications with death being a potential side effect?

    With regard to Provenge, similar to a vaccine in nature with its antibody production effect, many efficacious vaccines are based on the isolation of a specific bacterial/cellular antigens and the introduction of these antigens to the human body for the production of antibodies. Provenge should be applied earlier with the onset of diagnosis while the immune system is viable and not compromised. Sadly, the years necessary to conduct trials and the financial costs pose restrictive time constraints when so many are succumbing to Prostate Cancer. And any off-label use is not generally covered by medical insurance.
    Aug 8 04:16 PM | Likes Like |Link to Comment
  • Dendreon Cuts Jobs As It Battles Weak Sales [View article]

    The following was reported in the NY Post - August 7, 2012:
    "Chemo May Feed Cancer"
    Cancer-fighting chemotherapy can cause damage to healthy cells, triggering them to secrete a protein that sustains tumor growth and resistance to further treatment, a new study in Nature Medicine says. Researchers at the Fred Hutchinson Cancer Research Center in Seattle made the “completely unexpected” finding while seeking to explain why cancer cells are so resilient inside the human body while easy to kill in the lab. (http://nyp.st/MuLc38)

    As a former immunologist, I concur with these findings and believe these findings only strengthen the application of Provenge. It is my opinion that doctors prefer an easy pill pushing therapy rather than an intensive therapy. Regrettably, patients are denied a therapy program that produces results and, if applied during the early stages, we would see survival rates beyond current expectations.

    A friend of mine is now suffering from the effects of chemo and radiation with liver, stomach and colon damage and, after surgery to correct some damage, he still suffers digestive disorders and his quality of life greatly reduced.

    On the QT, studies are now being conducted to determine the effects of radiation and chemo on patients who are now succumbing to the effects of such treatments.

    Sadly, Prostate cancer patients treated with chemo and radiation succumb to the effects of chemo and radiation without knowing that these treatments brought about collateral effects resulting in untimely death.

    I still believe that Provenge provides the safest and effective treatment for long term survival...
    Aug 8 09:50 AM | 1 Like Like |Link to Comment
  • What's Up With Dendreon And Medivation Today? [View article]
    Thank you Ted for clarifying any misinformation. As an DNDN investor, I am disheartened by any misleading statements presented by analysts who fail to note critical factors in the development of Provenge and the costs associated with its manufacture. I will always remember the analyst who appeared on TV prior to Provenge FDA approval and said that DNDN would skyrocket to $60 on the approval...the analyst failed to inform the audience that there were reimbursement and insurance issues as well as manufacturing expenditures that have yet to be resolved at that time...then when these issues came to the forefront and ultimately resolved, many investors got burnt.

    The tragedy is that Provenge treatment, especially if given during the early stages of prostate cancer detection, is the safest and best treatment possible. But doctors want a quick and easy medical application and will sacrifice the patient's well being for a quick remedy that has yet been tested in the long term.

    The effects of radiation and chemo are highly toxic and detrimental to the human body....
    Jun 27 08:22 AM | Likes Like |Link to Comment
  • Morgan Stanley (MS -2.6%) has offered a price adjustment to Facebook (FB +2.5%) investors in the event they overpaid due to order execution problems, Dow Jones reports. The news comes as lawsuits fly, politicians huff and puff, and sources tell the WSJ MS and other underwriters have made a $100M profit through "greenshoe" short positions on Facebook shares (Felix Salmon recently explained the arrangement in detail).  [View news story]
    Who (MS?) is managing to maintain FB above $30? Even at $30, the FB stock is not worth the paper it is printed on. Bragging rights of ownership is not worth the cost of admission.
    May 24 06:11 PM | Likes Like |Link to Comment
  • Morgan Stanley Governance Issue [View article]
    I agree with you...bank robbers are punished and sent to jail...time to send the inside bank robbers to jail.
    May 24 06:03 PM | Likes Like |Link to Comment
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