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  • Valuable Insights And Seeking Alpha [View article]
    @JayKidd1--

    Do you understand security laws? You might want to take the time to try to do that before discussing them.

    I say that because you seem to have gotten yourself all worked up about something that I can't see any violation based on what VI has actually done (i.e., what is in public view here on SA). You basically seem to be frothing over "insider trading" and "wire fraud" for no discernable reason.

    If you have any actual information that tends to show insider trading, why don't you supply it rather than just generally ranting?

    I personally don't think you could remotely interest the FBI in VI even if they got to see the "evilest" day in his life played back for them in totally unedited form.

    Your rant is just kind of confusing to me.
    May 5 05:25 PM | 2 Likes Like |Link to Comment
  • Despite Recall, Criticism From FDA, Johnson & Johnson Still A Buy In 2014 [View article]
    Don--

    I've got to disagree with you on this one. JNJ is lower than the bottom slime in a trailer-park cesspool.

    I used to own some JNJ. I was actually thinking about buying them again when the Risperdal issues came up.

    Actually, I wasn't surprised when those issues did come up. My wife had taken our 15 year old boy with to a shrink with the following symptoms: "problems sleeping," "depression," "dramatic mood swings," and "difficulty concentrating." I had repeatedly told her that he was staying up late and playing video games -- sneaking doing it after we went to bed -- and besides having caught him at it several times, I had some inside info from one of his cousins who he bragged to.

    I thought it was "no brainer." Do nothing. I was rather surprised and aghast when he came home with 4 prescriptions, including Ritalin and Ripserdal. When I read the PDR on Risperdal, aghast was replaced with outrage. I attended the next appointment; it quickly became obvious that the Doctor knew precious little about the medications she was prescribing, Risperdal in particular. She assured me that Risperdal was an approved "mood stabilizer" in children. I knew darn well that it wasn't. I also knew that some Doctors know very little about the medications they prescribe: They rely on what pharmaceutical reps tell them. Even if the kid had been bi-polar (he wasn't: he was a teenager going through puberty), she should never have prescribed it. That she prescribed it under the circumstances she did was outrageous.

    The only positive thing about this nonsense was that the settlement between J&J and the Justice Department was announced within a week. Coming on the heels of her arguing with me about what Risperdal was approved for and what it wasn't, the DOJ settlement was a more eloquent explanation of why we ceased using her services than anything I could have said.

    I was, however, just plain old horrified about the tactics that J&J used to sell Risperdal. Yeah, a lot of the time I think that the FDA is run by drooling cretins, so I can certainly understand some "off label" uses of certain medications. BUT, talk about WRETCHED EXCESS: You don't take an anti-psychotic medication and try to get people to prescribe it to children as a "mood stabilizer." Any company that would do that has HORRIBLE JUDGEMENT to go along with a NEAR TOTAL LACK OF ETHICS.

    I think about J&J totally differently now. Not only won't I buy their stock, I do my level best to avoid any of their products. Although they didn't lose the company over the Risperdal debacle, it strikes me that deciding to market it for the off-label uses they did was essentially betting the company. Not smart. Not ethical. None for me.
    May 5 01:30 PM | 4 Likes Like |Link to Comment
  • Troll Hunting [View instapost]
    Chris --

    I just came across this link from the Valuable Insights interview/article you did a month or so back.

    Just thought I would share one of my favorite expressions:

    "The opposite of love is not hate; it is indifference."
    May 2 04:14 PM | Likes Like |Link to Comment
  • The Price Is Wrong: Greystone Logistics At 5X Earnings [View article]
    Thanks -- very cool company/concept. Look forward to reading your new article.
    Apr 26 03:31 AM | Likes Like |Link to Comment
  • Gilead, Alexion, Biogen, Or Celgene: 1 Mindboggling Metric Identifies The Best Value! [View article]
    Thanks Brian --

    I liked the article. My take on it was that the recent share price decline was an overreaction to BS political grandstanding which didn't even consider that its overall price was not extreme, particularly when considering the cost, effectiveness, and completeness of treatment vs. other treatments or failure to treat (which can make Sovaldi look downright economical).

    I looked at it this way: When was the last time that BS political grandstanding actually did something useful for me?
    Apr 24 06:00 PM | 3 Likes Like |Link to Comment
  • Analyst Interview: Cynapsus Therapeutics Still A Top Pick [View article]
    It does look good. Stunning the number of studies they still have remaining though. But on the bright side, they should be small, easy to design, and easy to enroll.
    Apr 24 03:33 PM | 1 Like Like |Link to Comment
  • The Debate Over Shale Oil Reserve Estimates Suggests EOG Resources Might Be A Good Short [View article]
    A very interesting subject. I would note that the Bloomberg article uses SD as one example. I'm not sure I would use SD for much of anything, except as a bad example. That's kind of a joke, but still I don't think you can remotely extract any kind of meaningful tight oil EUR information by what SD does and does not do in the Mississippian Lime. While SM is in the Eagle Ford, if memory serves their property is far to the West and towards the gassy end of the spectrum. Not sure how well that translates to the core of the play that EOG, COP, MRO, and a few others have.

    Also worth noting that COP just upped its Eagle Ford EURs by 30%. And for what it's worth, I would note that my SSWAG (Sort-of Scientific Wild Ass Guess) would be that the increased number of charges/perfs per stage and increased use of proppant and the attendant stimulated reservoir volumes would seem to offer a similar advantage to the later stage/matrix production as well.
    Apr 23 03:48 PM | 1 Like Like |Link to Comment
  • Unilife Corp.: Current Law Enforcement Investigation And Fraud Allegations From Insider [View article]
    Nice article --- thank you. Wow is right!
    Apr 22 02:14 PM | 3 Likes Like |Link to Comment
  • AudioCodes: Shame On Me! Shame On You? [View article]
    Nice article -thanks
    Apr 22 02:06 PM | Likes Like |Link to Comment
  • Neuralstem's Cell Therapy Is Working, And This Is Just The Beginning [View article]
    Jason --

    Excellent article. Thank you.

    The potential that NSI-566 shows for ALS and SCI is genuinely exciting both for what it could do for the company and for what it could do for people who are suffering from these.

    I was fortunate enough to buy some CUR after reading your article "The Neuralstem You Don't Know." Wish I had bought more: I recently added a bit more at something like 3X the price it was back then.

    (And by the way, I didn't know Neuralstem at all when I first read "The Neuralstem You Don't know." That was, however, a great article: One of the absolute very best I have ever read on SA. NSI-189 (and the plethora of other similar compounds they apparently also have) was what convinced me to buy CUR: Them actually having positive results treating ALS was some very substantial gravy.)

    I apologize for going a bit off-topic, but I share the enthusiasm that fighting5thsvt displayed for NSI-189. (I was so interested after reading your article, I did tons of reading, e.g., Nature, Neuropsychopharmacology article.)

    To get back closer to being on-topic, you mentioned the 2012 Cell article by Lu P. et al which used NSI-566 and "growth factor cocktails." Did any of the "growth factor cocktails" include any of CUR's small molecule compounds? I've only had a chance to take a quick look at the study. I saw it mentioned Rapamycin, but I was curious if there were more.

    In "The Neuralstem You Don't Know" you said that Neuralstem chose NSI-189 as the best among 4 or 5 of the best performers. I also recall that they had identified something like 20 other compounds. It struck me that these compounds might offer different uses--I believe NSI-189 was chosen for hippocampal regeneration. Anyway, if you ever get a chance, I'd really like to know more about that whole aspect of the work that CUR has going.
    Apr 22 01:11 PM | Likes Like |Link to Comment
  • Expecting A Breakout Year For OxySure [View article]
    Thanks Tonda
    Apr 21 09:57 AM | Likes Like |Link to Comment
  • Expecting A Breakout Year For OxySure [View article]
    I'll look them up. thnaks
    Apr 19 08:31 PM | Likes Like |Link to Comment
  • Kodiak Oil & Gas: A New Paradigm - A Moderate-Risk Development 'Story' [View article]
    Richard --

    This is one heck of an article. Not only is it very instructive about how to evaluate value, what a GREAT company to pick to do it with. I don't about every body else, but it has been over two years since I crunched numbers for KOG. When I did, I decided I was way too late to the party and that they were badly overpriced. Although I knew that density had gone up, that well performance had improved, and that the Three Forks was proving to be a whole lot more than an lagniappe, I hadn't thought about the effect all those might have. I just assumed KOG would always remain overpriced.

    Very instructive and very entertaining. Thank you.

    PS -- one more cost scenario . . . .

    What if they use the IPGP and Foro rig for and reduce their drilling costs by 75% for the first 5,000 feet, but then have to revert to a conventional rig, and improved completion technologies increase EURs by 20% (COP just estimated 30% for their Eagle Ford wells), but their truck drivers are really bad and hit a landowner dog every 1.6 wells?

    Just kidding . . . .
    Apr 18 12:35 AM | 1 Like Like |Link to Comment
  • Analyst Interview: Cynapsus Therapeutics Still A Top Pick [View article]
    @Curtisayee --

    I'm not Jason, but for what it is worth I expect that neither would be able to vote on any potential acquisition by Dexcel due to conflict of interest problems.
    Apr 17 11:45 PM | 1 Like Like |Link to Comment
  • Lifetime Brands: A Mundane Company, With Exciting Profit Potential [View article]
    @Randal James --

    I liked the article, but the points you make bother me too. I despise mediocrity. I've also had two lifetime's worth of cheap Chinese products.
    Apr 17 09:29 PM | 1 Like Like |Link to Comment
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