The 4 Healthcare Companies Investors Should Be Watching [View article]
I find it hard to believe that Sangamo Biosciences did not make the list. Sangamo fits the criteria to a T. and, In spades. 12 presentaions at ASGCT this week. One of which was selected as 1 of the six top presentations of the conference. "we can target and regulate any gene in any cell in any organism" Ed Lanphier, Forbes online. Motto,,, "Engineering for Genetic Cures" A company who's primary goal is to develop "cures" not just treatments. And appears to be on the right track to do just that. Should be on every investors watchlist. WAY UNDERVALUED.
Why The Rate Of Growth In U.S. Oil Production Is Going To Slow Significantly [View article]
I do not see the comparison of Bakken oil type and crude produced in Canada. What about refining capacity. Why don't the Canadian oil producers refine the oil in Canada? Before piping it to US? Since SD stopped the building of the only new refinery trying to get permits in the last 35 years. Sierra club victory, US citizens the losers. A sad day in US court history. Setting air quality standards that were impossible to meet. Lost jobs and lost independence.
Why The Rate Of Growth In U.S. Oil Production Is Going To Slow Significantly [View article]
How do the refiners fit into the production picture. Since the State of South Dakota stopped the building of the only new refinery in Elk Point, SD last year and we need about 4 million per bbl per day increase in refining capacity. How is the US planning on meeting this capacity.
Why It Is Time To Believe In Life Again [View article]
Another area of sequencing just now coming onto the playing field. POC sequencing. Analyze an infants HIV status, not just positive or negative for HIV but for the particular genetic receptor that is used by the virus to enter the CD4 cell, CCR5 and in less than 1% of cases, CXCR4. Giving immediate HAART treatment ASAP can prevent the HIV from establishing a foothold. Patient may remain infectious, but the chances of this are extremely limited, extremely limited. When SGMO does deliver on their "functional cure" for established HIV patients. The world will be well on its way to eliminating HIV as a pathogenic threat. Exciting times. Watch for PH II HIV trial rsults from ASGCT conference Mid May.
Cramer's Mad Money - Which Company Should Buy Netflix? (4/3/13) [View article]
It is clear that Jim Cramers researchers do not have the vaguest idea what Sangamo Biosciences is all about. SGMO IVPR platform can "cure" more diseases in the next few years than all Pharms combined. Not to mention HIV "functional cure" preparing for PH III trials. Watch for update from ASGCT Mid May and ICAAC in Sept. on HIV progress. Licenses for developing drugs can come at most any time. That means SGMO does not need to wait for drug sales to put $$$ in their pocket. if you are not a fan of SGMO, you should be.
Especially the early invesotrs in Intrexon will have a market for their shares. From my research into Metastic Breast Cancer, FDA clinicaltrila.gov shows excellent results from "Turkeytail Mushroom". (GOOGLE Turkeytail Mushroom, and Essiac TEA Consider it part of your DD. Beat those results and then they may have a drug to market. What is the competition in these diseases doing, waiting for ZIOP/INTR to finish 4 more years of trials.; I do not think so. No money, no marketable product, I'll qualify that by saying, YET. Take your losses and move on. ZIOP is dead in the water for at least 2 years. Even if it is BO by Intrexon, it won't be at a bonus price.
The Market Likes Sangamo's Search For An HIV/AIDS Cure [View article]
IVPR platform in this article does not present the potential of the platform nearly as it should. IVPR platform is very easily adapted to multiple diseases by simply changing the donor. See SGMO webcasts. Lysosomal targets, monogenetic diseases, 50 or so that lend themselves to this platform. SGMO listed 18 targets they have specifically identified. Why would Burrill pick a $28 12 month target for PPS?
Sangamo Presents New Clinical Data at CROI 2013 Demonstrating Persistent Immune System Improvements After Treatment With ZFN Therapeutic® SB-728-T [View article]
So no data on patients in PH I trials. How many patients have participated in previously completed trials What results were achieved in those patients. We want particulars. Not genertalizations about what they expect to achieve in future subjects. What about Viral loads. That was the subject of nearly all presentaions in the past. Why the change, and why now?
Automobile prices on new vehicles once again lagged overall consumer inflation, down 0.3% M/M in February and only up 1.1% compared to a year ago. Though automakers have been making a big deal on their earnings conference calls about being less promotional in recent quarters, today's CPI report showed the largest monthly drop in new car prices since 2010. [View news story]
Autoindustry is slipping back into its old thinkiong. Build what they want the consumer to buy. Instead of manufacturing what the consumer wants to buy. Auto companies back to selling undesireable models at huge discounts. If they were building what thee consumer wanted they would not need to offer such deep discounts. And their margins would improve.
Sangamo: Paradigm-Shifting Approach To Gene Altering Leads To Unique Product Opportunities [View article]
Cash in the basnk to carry programs through 2015, without counting on new partnerships or license deals. A very good position, IMO. Does anyone REALLY think that SGMO will go through 2013 before doing a partnership for HIV PH III? What is HIV license worth? There is NO OTHER 1 time infusion therapeutic in clinical trials at this time. Advantage SGMO. IND planned for the Stemcell version in 2014, plus 2 other lysosomal diseases of their own. Stemcell version, what does it mean? It means an off the shelf therapeutic that can be administerred to any patient that is HIV positive. With NONE of the toxicities of HAART. And CROI will enlighten us about the effects on the total immune system. CD4/CD8 counts and what that effect means. No time to be out of SGMO, just my opinion.
The 4 Healthcare Companies Investors Should Be Watching [View article]
12 presentaions at ASGCT this week. One of which was selected as 1 of the six top presentations of the conference.
"we can target and regulate any gene in any cell in any organism" Ed Lanphier, Forbes online.
Motto,,, "Engineering for Genetic Cures"
A company who's primary goal is to develop "cures" not just treatments. And appears to be on the right track to do just that.
Should be on every investors watchlist.
WAY UNDERVALUED.
Why The Rate Of Growth In U.S. Oil Production Is Going To Slow Significantly [View article]
What about refining capacity.
Why don't the Canadian oil producers refine the oil in Canada?
Before piping it to US?
Since SD stopped the building of the only new refinery trying to get permits in the last 35 years. Sierra club victory, US citizens the losers. A sad day in US court history.
Setting air quality standards that were impossible to meet.
Lost jobs and lost independence.
Why The Rate Of Growth In U.S. Oil Production Is Going To Slow Significantly [View article]
Since the State of South Dakota stopped the building of the only new refinery in Elk Point, SD last year and we need about 4 million per bbl per day increase in refining capacity. How is the US planning on meeting this capacity.
Why It Is Time To Believe In Life Again [View article]
Be sure to sign up for Seeking Alpha alerts on SGMO. :)
Why It Is Time To Believe In Life Again [View article]
POC sequencing.
Analyze an infants HIV status, not just positive or negative for HIV but for the particular genetic receptor that is used by the virus to enter the CD4 cell, CCR5 and in less than 1% of cases, CXCR4.
Giving immediate HAART treatment ASAP can prevent the HIV from establishing a foothold. Patient may remain infectious, but the chances of this are extremely limited, extremely limited.
When SGMO does deliver on their "functional cure" for established HIV patients. The world will be well on its way to eliminating HIV as a pathogenic threat.
Exciting times. Watch for PH II HIV trial rsults from ASGCT conference Mid May.
Cramer's Mad Money - Which Company Should Buy Netflix? (4/3/13) [View article]
SGMO IVPR platform can "cure" more diseases in the next few years than all Pharms combined.
Not to mention HIV "functional cure" preparing for PH III trials.
Watch for update from ASGCT Mid May and ICAAC in Sept. on HIV progress.
Licenses for developing drugs can come at most any time. That means SGMO does not need to wait for drug sales to put $$$ in their pocket.
if you are not a fan of SGMO, you should be.
Ziopharm: What Now? [View article]
From my research into Metastic Breast Cancer, FDA clinicaltrila.gov shows excellent results from "Turkeytail Mushroom". (GOOGLE Turkeytail Mushroom, and Essiac TEA
Consider it part of your DD.
Beat those results and then they may have a drug to market.
What is the competition in these diseases doing, waiting for ZIOP/INTR to finish 4 more years of trials.; I do not think so.
No money, no marketable product, I'll qualify that by saying, YET.
Take your losses and move on. ZIOP is dead in the water for at least 2 years. Even if it is BO by Intrexon, it won't be at a bonus price.
Dendreon: Potentially Heading To $2/Share By 2016? [View article]
Soon there will be no one that will accept a check from DNDN.
The Market Likes Sangamo's Search For An HIV/AIDS Cure [View article]
See SGMO webcasts.
Lysosomal targets, monogenetic diseases, 50 or so that lend themselves to this platform. SGMO listed 18 targets they have specifically identified.
Why would Burrill pick a $28 12 month target for PPS?
Sangamo Biosciences Hits Multi-Year Highs [View article]
"If the revenues are indeed capable of rising to $650 million"
Market cap is $500 million.
Look be fore you leap.
Sangamo Presents New Clinical Data at CROI 2013 Demonstrating Persistent Immune System Improvements After Treatment With ZFN Therapeutic® SB-728-T [View article]
How many patients have participated in previously completed trials
What results were achieved in those patients.
We want particulars. Not genertalizations about what they expect to achieve in future subjects.
What about Viral loads. That was the subject of nearly all presentaions in the past. Why the change, and why now?
Atossa Genetics: My Top Biotech Idea For 2013 [View article]
Sangamo Biosciences SGMO.
"cures" not therapy.
Automobile prices on new vehicles once again lagged overall consumer inflation, down 0.3% M/M in February and only up 1.1% compared to a year ago. Though automakers have been making a big deal on their earnings conference calls about being less promotional in recent quarters, today's CPI report showed the largest monthly drop in new car prices since 2010. [View news story]
Build what they want the consumer to buy.
Instead of manufacturing what the consumer wants to buy.
Auto companies back to selling undesireable models at huge discounts.
If they were building what thee consumer wanted they would not need to offer such deep discounts. And their margins would improve.
Sangamo: Paradigm-Shifting Approach To Gene Altering Leads To Unique Product Opportunities [View article]
Does anyone REALLY think that SGMO will go through 2013 before doing a partnership for HIV PH III?
What is HIV license worth?
There is NO OTHER 1 time infusion therapeutic in clinical trials at this time.
Advantage SGMO.
IND planned for the Stemcell version in 2014, plus 2 other lysosomal diseases of their own.
Stemcell version, what does it mean? It means an off the shelf therapeutic that can be administerred to any patient that is HIV positive. With NONE of the toxicities of HAART.
And CROI will enlighten us about the effects on the total immune system. CD4/CD8 counts and what that effect means.
No time to be out of SGMO, just my opinion.
Is Life Technologies In Play? Analyzing Recent Developments And Standalone Prospects [View article]
Just thoughts from an inquisitive mind.