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  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]
    "It is not credible, imo, that the Galena company insiders would risk their careers, reputations, AND personal profits, by violating security laws and posting on SA without disclosure. "

    And what about other than SA?

    "Documents show that CYTR and GALE management edited, changed and approved the paid articles."

    "Below I will provide detailed documentation (emails and attachments) that indicate management from both Galena and CytRx were intimately involved in reviewing and editing the paid articles on their own stock at precisely the time they were looking to sell / issue shares."

    "Management will have a very difficult time convincing investors that 'we didn't know.' "

    I maintain that you don't lose control of your marketing and your company's public image, at any step in the process, to any marketing company and let them go willie nillie over the internet without you approving the finalized material.
    Apr 20 09:45 PM | Likes Like |Link to Comment
  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]
    One other thing, if this were simply a very dumb mistake, I would have expected Ahn to come out and explain what happened and that it was a very stupid mistake on GALE's part, in not reviewing the finalized articles. That didn't happen. Mostly it's a stonewall with no further info other than, We hired the DTG, but everything else is false.

    Explain to us how this happened, if you didn't know about the disclaimer. What were the steps in getting the articles approved and released? How did this happen, if it was a mistake? He hasn't done that. No transparency.
    Apr 18 08:57 PM | Likes Like |Link to Comment
  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]
    " These are smart individuals with graduate degree's in business management, biotechnology, and medicine. They are not going to risk their entire career on a few articles posted on SA and motely fool and wherever else."

    I was good friends with a Communications Director at the Chamber of Commerce where I worked as an accountant. She would bring in a lot of the marketing materials to show me, finalized, ready for publication. There are drafts, then there is the final piece, ready for release. At every step of the way, the Communications Director is in charge, and sometimes higher ups as well. You don't hire someone then just let them loose to do whatever they please.

    And then, after publication, the Communications Director, and probably some V.P.s are going to read the final piece in publication. Again, at this point, the lack of disclaimer would be noticed.

    Because these guys are what you say, smart, with business management experience, and Ahn with management experience at numerous other companies, it's beyond my ability to believe other than he and some in GALE knew there was supposed to be a disclaimer. You say they aren't stupid enough to risk their careers on this. To me the evidence appears otherwise, including the stock sales.

    I respect your opinion. We'll just have to disagree.
    Apr 18 08:29 PM | Likes Like |Link to Comment
  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]
    I was going on memory, in review it appears that my memory failed to prove out as valid.

    But believing that GALE's marketing team didn't know there was no disclaimer upon review of finalized materials? And believing they did not read the finished material once it was published? Give me a break. I know better, they know better. Any communications director reviews finalized material for approval before it is published. (Finalized, meaning complete in every respect, including the disclaimer.) At the least, it is incompetence and poor management. I think it was worse than that. To me, Ahn is not credible and his explanation is not satisfactory.

    "Oh, I didn't know". Right, and I'm the tooth fairy. I'd fire your butt as a board member since you and your team are so incompetent, and most importantly, hurting the company, patients, and shareholders. Ahn must go, as well as Kriegsman and Schwarz.
    Apr 18 04:20 PM | 1 Like Like |Link to Comment
  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]
    "Bryce: "according to one SA author who claims to have insider info., GALE specifically required no disclaimer"


    Looks like I am wrong on this. I thought I remembered this from Richard Pearson's article, "Behind the Scenes with Dream Team, CytRx and Galena", but upon reviewing the article again, I don't find anywhere where this is stated. So, I goofed. Sorry.
    Apr 17 02:44 PM | Likes Like |Link to Comment
  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]
    " If you research it more, you'll quickly find Gale execs claim they weren't aware of the firms disreputable practices."

    In my experience, no marketing was approved for release without the finalized material being approved by management. If GALE didn't know there was no disclaimer on the material (which I don't believe) they shouldn't be in management. At best, management is incompetent in this situation. Just stupid. I believe they knew there was no disclaimer, and according to one SA author who claims to have insider info., GALE specifically required no disclaimer.

    My Mother didn't raise a dummy.
    Apr 16 06:44 PM | 2 Likes Like |Link to Comment
  • This Undervalued High-Dividend Stock Is Beating The Market And Has 6 Straight Dividend Hikes [View article]
    Yes we did. And interest rates have retreated again since then, causing part of the run up in price at present, IMO. But when rates begin to rise again, and or the market corrects, I suspect we will see something close to $30 again.

    OHI was around $24.50 when QE3 was announced in Sept. 2012. The market and OHI have had a good runup since then. OHI has risen 40% since. The dividend was $ .44 in Oct. 2012. It's now $ .49, an 11% rise. The stock price has risen too fast, over such a short time period, due to interest rates primarily, IMO.

    Not negative on the stock, I am long OHI. I just think there will be a pull back at some point, and then it will be time to pull the trigger and buy more.

    Brad Thomas's entry point around Feb of this year was $29.50. I don't see that much has changed since then.
    Apr 16 01:02 PM | Likes Like |Link to Comment
  • Are These 3 Biotech Companies Still Worth A Gamble? [View article]

    The article link you provided states:

    "Conclusion: The Phase 2 trial failed to meet its primary endpoint of improving DFS."

    I believe that Enhydris is taking actual Phase II trial results and distorting those results. Here is what the study itself states:

    "At the end of the trial, analysis of the Kaplan Meier curves at 60 mo shows increased disease-free survival in the VG compared to the CG with a trend toward significance (89.7% vs 80.6%, p = 0.076). "

    You do see that the study states that DFS was increased or improved, do you not? So, Enhydris's statement is without any credibility. He is taking actual study findings and distorting them for his own self interest.

    Here is another of Enhydris's claims from the article:

    "Galena claims in numerous press releases, SEC filings, and investor presentations that its Special Protocol Assessment, or SPA, with the FDA for NeuVax's ongoing Phase 3 trial was reached because the vaccine's Phase 2 trial was successful (see below)."

    The Phase II trial was successful in improving DFS, as stated from the study results themselves from the link I provided. No, it did not meet the P value of .05 or less, however there were potentially promising statistics in the study which supported the need for further research. The Phase II study was successful enough to warrant an SPA from the FDA. Enhydris is trying to paint the picture as all black and white, and it's not. He is distorting the trial results to try and make it appear as black and white.

    He states:

    "Turning back to NeuVax, the stark truth is that there is no scientific evidence supporting the hypothesis that this vaccine benefits breast cancer patients. That hypothesis is being retested in NeuVax's ongoing clinical trials for selected subgroups, after the initial test failed."

    His statement that "there is no scientific evidence supporting the hypothesis that this vaccine benefits breast cancer patients" is absolutely false, a lie. As I quoted from the study's findings, DFS was improved. The study didn't meet the criteria of P is equal to or less than .05. However, the study states:

    "Conclusions: The E75 breast cancer vaccine is safe and well–tolerated. It elicits strong immune responses in vaccinated patients. At the end of the 5 year follow-up period, the E75 vaccine shows a strong trend toward preventing breast cancer recurrence in vaccinated patients."

    It does appear, based upon study findings, that the vaccine DOES benefit breast cancer patients, and I have to conclude that is why the FDA granted an SPA for a phase III trial.

    Enhydris also lies about the stock sales:

    "Given that I don't believe much anyone says these days, I decided to do what all investors should do and read the Form 4. The record is clear on this matter. He sold 4 times the amount claimed in that interview. But don't blindly take my word for it, read the hyperlinked Form 4 and believe your own lying eyes. I also urge you to read and digest the sales of the other insiders in this time period as well."

    Ahn did not sell 4 times the amount claimed in his interview. He takes the statistics of ONE SEC Form 4 and calculates his statistics from that one From 4. You can not do that. That single Form 4 does not show all the actual stock and options that Ahn owned prior to the stock sales. As a result, Enhydris's math is simply wrong. Looking at all Form 4s, the worst I can some up with is that Ahn sold around 40% of his holdings, however that is based on the Form 4s. There may be other holdings. I don't really know, but I do know Enhydris's math is terribly wrong.

    Finally, if you do research on Enhydris and his Corp. he shows in his profile, you will see the Corp is now dissolved, no longer in existence. (Type in "Enhydris Private Equity" at the first link below.) If you take the agent, Robert C. Harris, and do research on him, you will find that there is a CNBC article on him. The address listed for Enhydris Private Equity is the same address for some 2400 other business entities. It is Robert C. Harris's personal address.

    "Drive down Wedge Lane, the winding road that gets its name because of the golf community it runs through (near the corner of Dog Leg Court and Divot Drive), and you will find the unassuming home of businessman Robert Harris, 65, who describes himself as a former bartender with an eighth grade education.

    The house is also home to some 2,400 Nevada corporations, all registered to Harris’ address.

    For as little as $174, Harris will set you up with your own Nevada corporation. And he promises he won’t ask too many questions."

    And if this is the same Shawn Vincent, which he never denied, his credibility is down the tubes, IMO.

    I won't try and defend Ahn and company. I want to see them leave GALE. However, you have to be careful about what you read and believe. Most of the info from Enhydris is very factually distorted.
    Apr 15 01:18 PM | 2 Likes Like |Link to Comment
  • Tesla Motors launches business leasing subsidiary [View news story]
    No numbers, just hubris, hot air.
    Apr 14 11:33 AM | Likes Like |Link to Comment
  • Tesla Motors launches business leasing subsidiary [View news story]

    At 3 years, Tesla is guaranteeing half the original cost. At that rate, I don't believe a Tesla Model S at 10 years old is going to be worth $25K or $30k. Why buy a 10 year old Model S when I could buy a new Model E for close to the same amount? I don't believe you.
    Apr 14 10:43 AM | Likes Like |Link to Comment
  • Tesla Motors launches business leasing subsidiary [View news story]
    "There needs to be a great deal of societal conditioning to enable an accountant to advocate for spending anything like this on something that is consumed leaving absolutely $0.00 to show for it."

    Refer to my rebuttal above.
    Apr 14 09:51 AM | Likes Like |Link to Comment
  • Tesla Motors launches business leasing subsidiary [View news story]

    Here is the book value of a 2004 Mercedes S55 AMG 4D, in very good condition, what I would guess is the closest comparable car to the Tesla Model S. The value is $10,472 with 120,000 miles and if sold to a private party.

    Here is the book value of a 2004 Honda Accord, 4 cyl., EX-L Sedan with 120,000 miles, in very good condition. The value is $7,870.;options=3008446|true&...

    Show me how the numbers make the Tesla cheaper to operate over this 10 year period, if sold at the end of the 10 years.

    Scrap dealer $150 after 10 years? LOL That's a Tesla bull for ya. I have a 1994 Chevy S-10 truck with 135,000 miles and it's still running very good and leaks almost no oil. Scrap value for an Accord after 10 years? Get real. I inherited my Dad's 1986 Chevy S-10 truck when he passed away in 1997. I gave it away, still running great, in 2007, when it had well over 100,000 miles on it and 21 years old. If you maintain a vehicle well, changing the oil and oil filter every 3,000 miles, changing the transmission fluid every 30,000 to 40,000 miles, flushing the radiator every 3 or so years, flushing the power steering fluid every 50,000 miles, rotating the tires every 8,000 miles, maintaining the brakes and changing pads when your brake tech says to do so, the only things you will be spending money on are parts which wear out over time, such as the alternator, the battery, the water pump, the fuel pump, spark plug wires, etc, and those will occur piecemeal, not all at once. You can make a vehicle last well over 20 years.

    However, I chose 10 years because at that point most people will have sold the car or traded it in for another one. Keeping a vehicle for 20 years or longer, like I have with some vehicles, is the exception, not the norm.

    Deduct the sales value at the end of 10 years from the total cost of the cars, and the Honda Accord is still far cheaper to buy and operate than the Tesla Model S.
    Apr 14 09:47 AM | Likes Like |Link to Comment
  • Realty Income: One Heck Of An Ark That's Prepared For The Storms Ahead [View article]
    Brad and Kiplingers present investments for potential investors. The same is true for many SA authors. However, the responsibility of my investment choices, and the results of those investment choices, remain with me, not with Brad or Kiplinger's or an SA author.

    Yes, I read some of Brad's articles and decided to make an investment. However, no one twisted my arm to invest. That decision was my own responsibility and choice, as are the results of those investment choices. I hope that makes my previous statements clearer. Nevertheless, they were and are totally coherent and logical.

    Btw, a beginning investors confession: I took the bait from Kiplingers to invest in BP Prudhoe Bay Royalty Trust at a price that was way too high. Subsequently, it feel some 20% as a result of a WSJ article. I got burned and I emailed Kiplingers and let them know of my loss and disappointment that their article did not point out the total discounted value of future estimated cash flows from the Trust, nor that the current share price, when they published their article, was a lot higher than the value of those cash flows. As a result, I received a personal phone call from Jeffrey A. Kosnett, one of Kiplingers regular authors. But, the point is, my loss is my loss and I can't blame Kiplingers for my novice inexperience at investing. Live and learn.

    I have met with much better fate as a result of investing in "O" and OHI.

    It seems to me your last post to me is a reactionary one made out of anger at my statement that your post was not coherent and rambling. Take some constructive criticism, rather than viewing it as an attack on you, personally.

    Long "O" and OHI and very pleased with the investments.
    Apr 13 04:02 PM | 3 Likes Like |Link to Comment
  • Herbalife plunges on DOJ/FBI probe report [View news story]
    "You walk around hawking protein powder, and recruit people below you so you get a cut of profits... PYRAMID"

    A SUBWAY franchise or any other franchise appears to me to fit your definition of a pyramid scheme. The Subway co. will receive royalties (a percentage of your revenues) from your store sales.

    How is the Herbalife structure, itself, illegitimate?

    If you promise people that if they invest in Herbalife that they will "make a lot of money and become wealthy and successful", then you may be committing fraud or telling lies. But, how is the Herbalife structure, itself, fraudulent? It appears similar to me as any other business venture, such as the purchase of a franchise.

    Btw, if you "trust" someone with such nonsensical statements as in the above paragraph, you are a fool, lies or not.

    A fool and his money are soon parted.
    Apr 13 03:47 PM | 1 Like Like |Link to Comment
  • Herbalife plunges on DOJ/FBI probe report [View news story]
    "You walk around hawking protein powder, and recruit people below you so you get a cut of profits... PYRAMID"

    That is your claim, but what does the law say? Show me what the law says about it. A claim without reference to the authoritative text (and a link to that text) is useless.
    Apr 13 03:01 PM | 1 Like Like |Link to Comment