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SMaturin

SMaturin
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  • QuickChat #278, February 5, 2015 [View instapost]
    Feuerstein article: Orexigen Weight-Loss Pill Shows Surprise Heart-Safety Benefit

    http://bit.ly/18KIskz

    OREX torpedoes shorts:
    http://seekingalpha.co...
    Mar 3, 2015. 03:07 PM | 7 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator January 1, 2015 To May 23, 2015 [View instapost]
    Thanks, Rattie.

    Been dealing with "issues" and not so focused on stocks lately.
    Feb 3, 2015. 11:38 AM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator January 1, 2015 To May 23, 2015 [View instapost]
    The drug being tested, Ampligen (Rintatolimod), has a three decade history of being a cure searching for a disease. So far no FDA approvals.

    This rodent study looks good, but I would not hold my breath for the Ebola story to go anywhere in the long run. Nice bump from the PR today, at any rate.

    The drug and its history: http://bit.ly/1BWSs3g

    Press release for HEB: http://bit.ly/1BWU5xX
    Feb 2, 2015. 03:53 PM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    The stock is Australian for pennies in A$, with ADR shares on Nasdaq that are much higher due to the ADR 1:25 ratio.
    Dec 17, 2014. 01:22 PM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    The Bunavail product for opioid dependence is not all that impressive to me (today's apparent negative news item noted above), as I think the clonidine gel for neuropathic pain will be more important as a product.

    BioDelivery: Clonidine Gel Is Significantly Undervalued By Investors, Says Roth Capital
    http://bit.ly/V0Tvys

    Pipeline: http://www.bdsi.com
    Dec 15, 2014. 12:50 PM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    BDSI took a plunge today, apparently on news of insider selling. I cannot see any other news to account for the 12% drop.

    Bought some shares as a starter position.

    http://bit.ly/1wACABj

    BioDelivery Sciences has a novel technology for rapid delivery of pain and nausea medications with a thin film polymer stuck to the inside of the cheek. Also a topical gel for diabetic neuropathy pain in the works. Solid pipeline with a proven market.

    EDIT: here is the news:
    http://seekingalpha.co...
    Dec 15, 2014. 12:26 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    My CEMP was called away for a nice profit in August.

    I have Dec 12.50 PUTs that will expire profitably, as well.

    Still looking for a pullback to re-enter, but it has been running lately.
    Dec 12, 2014. 04:50 PM | 5 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Been running silent lately, but still listening. Crazy market.
    Dec 12, 2014. 03:37 PM | 6 Likes Like |Link to Comment
  • QuickChat #275, November 3, 2014 [View instapost]
    Update. Sold those calls at .85 for an 80% gain.
    Nov 21, 2014. 03:30 PM | 2 Likes Like |Link to Comment
  • QuickChat #275, November 3, 2014 [View instapost]
    I closed the PUTs and am holding the CALLs, which are finally green today. May sell them soon if they keep going up.
    Nov 21, 2014. 11:17 AM | 2 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    Closed the GERN Puts today for a 77% gain. GERN Dec $3 calls now in the money, with a month to watch if they can appreciate enough for a similar gain (not quite in the green yet!).
    Nov 20, 2014. 03:32 PM | 2 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    Sold CEMP 12/20/2014 12.50 PUT's today. Looking to get back into Cempra if it keeps trending down.

    They filed a shelf registration for $150M, but also are getting funding from BARDA to pursue the pediatric work with Solithromycin. This drug should turn out to be a real winner when approved.

    Cempra to Receive BARDA Funding for 1b and Start-Up of Phase 2/3 Solithromycin Pediatric Studies
    http://bit.ly/1t5TDHv
    Nov 19, 2014. 05:05 PM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    Over on QC, jpau mentioned Theravance (THRX) as a buy at this point.

    There are a couple of recent articles here worth a look, outlining catalysts over the next couple of years.

    Pro article from 10/27: "Theravance: 2 Hidden Catalysts Will Boost Sales"
    http://seekingalpha.co...

    Chris Lau from 11/10, "When Is It Time To Accumulate Theravance?"
    http://seekingalpha.co...

    Maybe worth selling some PUTs.
    Nov 19, 2014. 12:26 PM | 3 Likes Like |Link to Comment
  • QuickChat #275, November 3, 2014 [View instapost]
    Perhaps you could share more thoughts about THRX over on the Swine Flu & Medical Concentrator.

    http://bit.ly/1t4X9BN

    Past year chart is pretty horrific. What potential catalysts make this a good buy now?
    Nov 19, 2014. 11:00 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 381: Nov. 16, 2014 [View instapost]
    What is the connection between Tianneng and Ophoenix?

    Do you believe Dr. Gesang is looking to create a deal to license the axion electrode to Tianneng?
    Nov 17, 2014. 11:51 AM | 5 Likes Like |Link to Comment
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