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Deep.Blue

Deep.Blue
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  • GTx Inc.: A Catalyst Play With Strong Leadership And Future Partnerships [View article]
    If his source is also a client of TST, then it should be disclosed.

    "Hey Feuerstein, we are short gtx and we are paying your firm so why don't you write an article that makes us money. We are paying you after all"

    It just stinks.
    Aug 16 07:05 PM | Likes Like |Link to Comment
  • GTx Inc.: A Catalyst Play With Strong Leadership And Future Partnerships [View article]
    As a former securities analyst, I was subject to tremendous scrutiny and regulation as to what I wrote, said and was published. A lot of this was a function of me being able to have an influence over a stock and its price direction.

    If I had published something which later turned out to be factually incorrect, I would be obliged under Securities laws to publish a correction.

    In the case of AF he operates in a big dangerous smelly loophole right now. He has taken advantage of the situation in many ways, but his mo especially stinks in this particular situation given how biased his source was in the first place. Do you think that his source may be a client of The Street?

    If he had any conscience, he would publish a correction to his embarrassment of a hit piece. But he put himself in a quandary as he has now waited a long time, making his embarrassment fester and smell even worse. His only move now is to hope and pray the P3s don't work and he can play his valuable get out of jail free card.

    The story is not over here by a long shot. People are watching.
    Aug 16 12:56 PM | Likes Like |Link to Comment
  • GTx Inc.: A Catalyst Play With Strong Leadership And Future Partnerships [View article]
    Thanks for another excellent article.

    I have been an investor in GTX for over a year now and never has Enobo recieved more scrutiny and analysis since the embarrassment written by Feuerstein. And after all that scrutiny, enobo has stood up and looks even better. While no guarantee of success, its encouraging.

    The only thing more pathetic than feuersteins article and subsequent snide remarks to Cora on SA and to JAke and others on Twitter is his now absolute radio silence.
    Aug 15 04:29 PM | 1 Like Like |Link to Comment
  • GTx Inc.: Reader Queries And A Few Random Thoughts [View article]
    Adam, you had better hope you are saved from the spotlight with failed P3 trials. The spotlight will be hot.
    Aug 11 11:19 PM | 3 Likes Like |Link to Comment
  • The Coup De GrĂ¢ce To The Feuerstein Thesis On GTx's Enobosarm Phase 2b Data.  [View instapost]
    C'mon Feuerstein where is your comment? You are always so quick and witty.
    Aug 10 01:51 PM | Likes Like |Link to Comment
  • Amarin Update After CC [View instapost]
    After NCE and Anchor, BP will sit back and drool as amrn explodes into insane bottom line profitability with its PIPSQUEAK sized salesforce and bow wave of ex Lovaza scripts that come their way as reimbursement for Lovaza melts down faster than an ice cube in boiling water.
    Aug 9 08:40 PM | 3 Likes Like |Link to Comment
  • GTx Inc.: Recent Market Action [View article]
    tnx jj

    yes, there are risks but a lot of the little things seem to be mostly in the positive column

    sc power 8 v 12 step
    well powered and over enrolled p3s with lower drop out rate than p2b.
    dual endpoint responder analysis - (how many placebo arms will not lose lean body mass in 84 days?)
    clean enobo start w chemo
    clean interim safety look
    non stat sig hr = .7 for 3mg in p2b
    p3s enough for euro approval as well
    fda fasttrack

    also, just google ostarine and bodybuilding to see the results people get using the same molecule.
    Aug 8 11:41 AM | 1 Like Like |Link to Comment
  • GTx Inc.: Recent Market Action [View article]
    JJ - do you see risk to SCP based on the different test in P3 8 step v 12 step in the P2b?
    Aug 7 05:30 PM | Likes Like |Link to Comment
  • Should Traders Try To Play The Odds With Cyclacel? [View article]
    thanks for your thoughts here. lets not forget that the P3 is being conducted w an SPA w the FDA. so decitabine control arm really shouldnt be an issue. this may be the only <$50mm mkt cap company deep in P3 for cancer indication.

    mds could also be a catalyst later this year with additional p2 data readouts, and that is a much larger market.
    Aug 6 11:41 AM | Likes Like |Link to Comment
  • Amarin: Slow And Steady Wins The Race [View article]
    Q2 revenue will be ahead and we should see gross margin expansion as more suppliers come on line and the company uses pre snda inventory they had to fully expense last q.

    the q3 earnings call wont matter as much, as its after the adcom meeting.
    Aug 5 06:31 PM | 1 Like Like |Link to Comment
  • GTx Inc.: Recent Market Action [View article]
    I'm sure most people have paid the $31 for the p2b lancet review, but here is another p2 for enobo in healthy men and women

    http://1.usa.gov/13wveBH
    Aug 3 09:31 PM | 1 Like Like |Link to Comment
  • GTx Inc.: Recent Market Action [View article]
    Alpha - i enjoy your posts, but one caveat on the median stair climb power for placebo and 3mgs - placebo results were non stat sig (p value 0.11), v 3mg pvalue <.001.
    Aug 3 06:12 PM | 1 Like Like |Link to Comment
  • Yet More New Developmetn Re; Amarin [View instapost]
    and Anchor safety data is already on the Vascepa label now! Adcom mostly about safety!
    Aug 1 04:56 PM | 2 Likes Like |Link to Comment
  • GTx Inc.: Recent Market Action [View article]
    there was two month safety followup , so take the analysis out until some point in mid august
    Jul 29 11:34 AM | 3 Likes Like |Link to Comment
  • Amarin: How To Actually Read The Prescription Numbers [View article]
    Short more Brandon
    Jul 28 10:24 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
131 Comments
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