Seeking Alpha

JMattius

JMattius
Send Message
View as an RSS Feed
View JMattius' Comments BY TICKER:
Latest  |  Highest rated
  • Aldeyra Therapeutics IPO Looks Less Curative Than It Should [View article]
    Hope you are not still short. Faces are going to get melted in 2015.
    Oct 29, 2014. 02:25 PM | Likes Like |Link to Comment
  • Tonix Is A Buy On Endpoint Circumstances [View article]
    I will wait for dust to settle and guidance on path forward. Phase 3 trials are expensive and take a long time. They have cash on hand but will likely need more to get this to market. I believe Tonix will have it's day but this is now becoming a longer term catalyst play. Still on my watch list but not buying here today until the volatility dies off and the path forward is made clear. All the best Joe.

    Jay
    Sep 30, 2014. 01:55 PM | Likes Like |Link to Comment
  • Orexigen: Poised To Grab A Large Part Of The Weight Loss Market [View article]
    Cheers Kevin. Added ETRM to my watch list. Also remember you from the VRNG days when I was invested. Awesome job selling that before the big crash. All the best bud!
    Sep 15, 2014. 12:02 PM | Likes Like |Link to Comment
  • Orexigen: Poised To Grab A Large Part Of The Weight Loss Market [View article]
    Bio Investor,

    Arguments aside regarding the obesity epidemic and how to tackle it (pills are one option of many), I as a "naysayer" am simply looking at the viability of OREX as an investment. The last two year charts of ARNA and VVUS tell me there are huge risks in investing in these companies if they cannot sell product. I will not be investing in OREX at this time until they can prove to me that they can generate significant sales and justify the current market cap. The market seems to be thinking along the same lines as the share price continues to decline since approval. Best of luck to you in your investments.
    Sep 15, 2014. 10:39 AM | Likes Like |Link to Comment
  • Orexigen: Poised To Grab A Large Part Of The Weight Loss Market [View article]
    So OREX will take market share from two drugs that are already lagging and the shares of said companies continuing to tank? Sign me up. Now there are three drugs to split a pie that so many people thought was so vast but is proving not to be a reality. Best of luck Alex but the money to be made on ARNA, VVUS and OREX were on the run ups to approval and charts for the last 2 years of VVUS and ARNA will show you all you need to know about the risks of investing in these companies. OREX is lining up to do the same and I would never invest my money until they can prove the sales are worth the current bloated market cap. Major risk in buying this name right here.
    Sep 12, 2014. 03:47 PM | Likes Like |Link to Comment
  • Arena Scores Orphan Drug Status For Pipeline Drug - What It Means For The Stock [View article]
    Best of luck Spencer. I wish no ill on ARNA longs but I know shorts are hard to beat sometimes and I just cannot invest good money here when I look at the charts and see this type of decline. I will watch for a bottom to swing trade which is what I try and do on these bios. All the best with your investments.
    Sep 5, 2014. 12:11 PM | Likes Like |Link to Comment
  • Arena Scores Orphan Drug Status For Pipeline Drug - What It Means For The Stock [View article]
    Only thing I see week after week getting thin on Belviq are shareholders wallets. I sure hope you made money trading this Spencer. You are long every article you write and the only thing this name does is drop.
    Sep 5, 2014. 11:46 AM | Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    Held this stock years ago during the trial. Saw the run up but sold out for a loss after laches. Learned a lesson about my own greediness trading this one and I always book profits on spec plays now.

    This went from a "lottery ticket" during the trial to a perceived "slam dunk" once Google was found guilty and has now returned full circle to lottery ticket status. I stopped following for a while since the wheels of justice sure are slow. What a ride.

    Not sure I would buy here now as you are pretty much resigned to Vringo's chance of getting the en banc trial. May be a small pop if that happens but risk/reward here does not look favourable to me. Best of luck!
    Aug 16, 2014. 10:58 AM | 7 Likes Like |Link to Comment
  • 10 Known Unknowns That Matter For MannKind Investors [View article]
    Best of luck to all MNKD investors. I have no position. PA makes a great argument but the greatest unknown right now is if Afrezza can sell well enough to support the current MNKD market cap of $2.7billion. I have seen stocks like $ARNA with their weight loss drug and $AMRN with prescription fish oil for cardiovascular issues get crushed over the last few years even though everyone is touting them as the next big blockbuster addressing huge obesity and CV markets.

    Maybe people selling here are stupid or maybe they are smart and the sales of Afrezza will not support this valuation. I for one am not willing to take that risk and am happy to wait and see sales before I even think about buying this stock. For me, the time to buy was last year in the $2 range as that minimizes some risk and should ensure profits for any holders. Buying here does not ensure profits and people are already holding bags that bought at $10 or more. Best of luck to all investors.
    Aug 15, 2014. 07:52 AM | Likes Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    But the ten pump articles per day that say this stock is going to the moon are ok? Can't have it both ways guys. All pumpy, pumpy and no reality make for bagholding. Having "hit" pieces as you call them is refreshing as it encourages rational thought. No position.
    Jun 27, 2014. 08:34 AM | 15 Likes Like |Link to Comment
  • ImmunoCellular Plans To Move ICT-107 Forward Into Phase III Trials Based On New Sub-Group Analysis Presented At ASCO [View article]
    I wish I had sold at the open. I got out at break even ($1.30) and am glad I did not become a bagholder. These results are not that great and massive dilution will be coming to fund a PIII. I am on the sidelines until financing is out of the way and the run up to PIII begins.
    Jun 2, 2014. 04:16 PM | 1 Like Like |Link to Comment
  • Analyst Interview: Cynapsus Therapeutics Still A Top Pick [View article]
    Thanks for the reply Jason. I just came from a 50% loss in another Canadian biotech named Bioniche Life Sciences. They too had activist shareholders and had to expend resources to quell those issues. Cynapsus is a totally different opportunity but I am a bit gun shy when I see activists trying to rock the boat as it does not always end well. Given your coverage of the company and access to senior mgmt, I appreciate your response. I am long and appreciate you covering some of the Canadian biotech space as I like to try and find value on my side of the border :)

    Cheers,

    Jay
    May 14, 2014. 05:56 PM | 2 Likes Like |Link to Comment
  • Analyst Interview: Cynapsus Therapeutics Still A Top Pick [View article]
    Hey Jason,

    Can you comment on Global Capital Mgmt and the validity of the claims in the link below? Seems like losing the CSO is not going over too well. As well as the recent low priced financing. Some pretty serious claims that CEO is in it for himself and not aligned with shareholders best interests. Stock doesn't seem to be trading too well since financing. Wondering if this is going to be an overhang?

    http://bit.ly/1mostLe
    May 13, 2014. 09:16 PM | Likes Like |Link to Comment
  • Zalicus To Be Acquired By Epirus Biopharma [View article]
    Hey Jason,

    Appreciate your work as always. I can't imagine anyone buying ZLCS at this point on the hope they monetize their assets. Any potential acquirer can lowball knowing ZLCS is simply selling out for cash and these assets will be worthless in a few months time once the merger takes place. They are certainly not negotiating from strength. But I imagine 10 million for Z944 would already be considered bargain basement?

    I am also curious as to why Epirus would want to acquire ZLCS mgmt. Seems to me they already have things well in hand and have taken their products farther than ZLCS ever did with their history of failure and destruction of shareholder value. Do any executives at ZLCS really bring any value to the new company? Seems to me they are cashing out and will ride off into the sunset with loyal shareholders money.

    With that said, I will add Epirus to the watch list once the deal takes place. I saw ZLCS spike almost as high as $2 on the day of the announcement and now we sit at $0.90. Do any of those people have a reasonable chance of doubling their money before the acquisition? I'm on the sidelines for this one. Appreciate your work.

    Cheers,

    Jay
    May 10, 2014. 06:54 PM | 1 Like Like |Link to Comment
  • The 27-1 AdCom Votes Have So Many Positive Implications For MannKind [View article]
    Mr Haigs,

    I am not being self righteous at all. The analogy of cigarettes vs. a drug to help a condition is still poor. The FDA is in place to make sure products sold to the public are safe. They do not always get it right. Things get pulled from market and people lose their lives. See AFFY and their dialysis drug Omontys which no longer sells b/c of deaths. If they fear long term health concerns, they will not leave it in the hands of end users or physicians to "choose". They will mandate further studies and that is a risk. I wish you and your father all the best. There are very few families not touched by diabetes. My mother is Type 2.

    Jay
    Apr 8, 2014. 03:02 PM | 1 Like Like |Link to Comment
COMMENTS STATS
179 Comments
192 Likes