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Eric Chemist

Eric Chemist
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  • Russia takes aim at McDonald's as ties with U.S. worsen [View news story]
    The Russians need to sell their gas to somebody. If they don't have the pipeline capacity to send it to China then who will they sell it to. If they can bypass Ukraine via another pipeline route then Kiev might be pretty cold this winter.
    Jul 26 05:26 PM | 1 Like Like |Link to Comment
  • Russia takes aim at McDonald's as ties with U.S. worsen [View news story]
    Keep bringing on the bad news. Should make for a nice buying opportunity.

    Disclosure: Long MCD
    Jul 25 03:32 PM | 3 Likes Like |Link to Comment
  • Dendreon: An Update On The Debt Situation [View article]
    Mr. Maurer
    Congratulations on your 4th article on DNDN to appear in SA since the middle of May . I find it interesting that your articles fail to mention some of the more important positive aspects relating to DNDN. No need for you to respond proclaiming your concerns for alerting potential investors to stay away.

    If one were to be in the habit of 'connecting dots', a couple of things have come out that might be of interest.

    Takeda announced that they were terminating their Orteronel (TAK-700) trials for PC in Japan, US and Europe.

    Pfizer announced a collaboration with the French company Cellectus. $80 million upfront with $185 million milestone payment for each candidate. They are involved in similar imuno oncology development. If Pfizer wants to spend this kind of money on not yet approved treatments, what is Provenge worth considering that it already had EU and US approval. The 2016 debt is chump change compared to what this technology is worth. Oh, and don't forget the 'loss carryover' that an acquiring company could use (something like $2B).

    Allergan owns the registration names for the Dendreon products (odd).

    Allergan is trying to fight off Valeant (and Bill Acherman's hedge fund).

    There is considerable evidence that DNDN share price is being manipulated by hedge fund(s).

    Lots of other negative articles recently in Barrons and Motley Fool.

    And, when a positive article entitled, "3 Terrific Reasons to Buy Dendreon" was published on SA, it was removed within 24 hours. Very strange indeed.

    I hope you and your fellow shorts cover before news comes out relating to a debt restructuring, collaboration with a larger pharma company, results from sequencing with either the JNJ or Medivation products, further improvement of COG's, etc.

    Disclosure. I am long DNDN and have lost family members to PC.
    Jun 19 11:20 PM | 3 Likes Like |Link to Comment
  • J&J accepts Carlyle's $4.15B bid for diagnostics unit [View news story]
    $4Billion to put towards acquisitions to help their pipeline.
    Apr 4 03:23 PM | Likes Like |Link to Comment
  • Galena: Setting The Record Straight [View article]
    RS. I hope that your wife makes a full recovery as well as every other breast cancer patient. We are increasing our collective knowledge as to the complexity of successfully treating all forms of cancer and hopefully products such as Nuevax will be successful at preventing recurance.

    I'm long GALE, having purchased more today at a price lower than my intial investment. The science is compelling and the company appears to be in good financial condition and based on the recent quarterly report should have enough cash to continue their testing programs.

    I'm very disappointed in the actions of some of the management team/ BOD and it will be a matter of time before things get straightened out. Time will tell.

    Good luck to all who choose to invest.
    Mar 19 02:51 AM | 4 Likes Like |Link to Comment
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