kastlem

MSBT: A repost from ceocfointerviews.com 7/2009

Frank, such wisdom, such insight in a rodent, who'da thought it?

Soligenix: The Next Cell Therapeutics Comeback Story?

I was in CTIC from 5 cents until selling the last of my position recently. Pity as Pix is excellent and has a wider market than just 3rd line refractory NHL (trials for 1st line to replace Doxorubicin ongoing, also being trialed for MS and I would expect MG eventually). Opaxio was never a favorite of mine, Brostallicin looks good so far. Management is a major problem there, no secret. As a long time RN specializing in Neonatal ICU I was also in DSCO as their synthetic product Surfaxin is IMPO is superior to bovine preps currently in use. If they can get Aero-Surf to market, it will revolutionize that market for those preemies who do not require long term intubation, reduce BPD/RDS etc. Anyway, point is I got out due to management which turned out to be a correct decision (new CEO now as you probably know, safe to be back in the proverbial water since that change:-). Clearly even with a great pipeline management can make or break a company. Can you shed any light on how effective management at SNGX is?

Soligenix: The Next Cell Therapeutics Comeback Story?

Just wanted to add: Do not take my above comment above wrongly! I would not have bothered with it if I did not see real potential for Joseph to become a highly valued blogger in biotech. I apologize to Joseph for putting the critique here (and yes, I didn't have my glasses on and made a few typos above LOL! ). Now I am following, I look forward to seeing more from him, and will refrain from offering further such criticisms in this forum.

Soligenix: The Next Cell Therapeutics Comeback Story?

Joseph.. You compiled a very good analysis and are well qualified to comment per your bio. However you got bogged down in over-using the comparison with CTIC as your device of presentation. Your readers want to know about stock A, but read far more than they would want or need to about stock B. You lost focus, and you risked losing your reader's attention as the vehicle you used took over the piece. This is turn produced an overall negativite voice, when your purpose was to be positive about SNGX.
Better not say in a thousand words what you can say in ten. When you edit your work remember the following points: 1. Keep focus where you want it, not on your device. 2. Most investors are scanning a large number of stocks and do not have time for an over-long essay (attention span of intelligent hamsters basically). 3. Revise Revise Revise - red pen anything that does not move your point forward.
Small point: SNGX was formerly (not formally) known as DOR.
Don't worry luv, everyone's a critic!! I have decided to follow you just edit more effeiciently:-) kastlem.

ASCO: Whose Presentations Look the Most Promising?

Erbitux and Vectibix Grade 3 & 4 acneform rashes, and hypomagnemia are significant in their safety profiles. I feel Nimotuzumab (95% humanized monoclonal EGFR targeting anti-body which trialed against these two) is interesting as these side effects were reduced to <1%. YMI may be small but with a remarkable safety profile in comparision, it could give the big pharma a run for its money. We shall see. Nimo also is best used in patients with normal KRAS gene. It is worth noting radiotherapy increases EGFR expression.