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Ippynovich

Ippynovich
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  • Apple Lost Money On Foreign Investments? Mergers And Acquisitions Start To Make More Sense [View article]
    I sure hope that Apple doesn't even consider buying Comcast. I have never had so many lies told to me by company representatives and managers that by those at Comcast. I don't think that type of corporate culture is a good match with Apple.
    May 19, 2014. 01:14 PM | Likes Like |Link to Comment
  • Despite April 2014's Issue Of 'Journal Of The American College Of Cardiology,' NeoStem's AMR-001 Maintains Its Leverage For Stem Cell Based MI Treatment [View article]
    Such a pleasant surprise to see an article chock full of scientific information and data. Regarding the Autologous vs Allogenic Stem Cell Issue: As a scientist, my question to you is why should we give more weight to a retrospective study on large animal models, when data on humans indicates that autologous cells are more efficacious?? Furthermore, (1) the JACC abstract is for a poster presentation, not even an oral presentation, and certainly is not held to the standards for a peer reviewed publication, and (2) their data are apparently pooled data from several different published animal studies, which is not as rigorous as a single controlled study. Thank you for your input.
    Apr 6, 2014. 01:35 PM | 5 Likes Like |Link to Comment
  • Samsung Is Building An Army To Fight Apple [View article]
    I found both the article and the comments to be edifying. Thank you all for putting Samsung's alliance and related issues in perspective and airing many diverse views.

    Jonathan, I don't think that it is society that must come up with a solution to protecting innovation, but rather somewhat pessimistically believe that if you make a significant enough innovation (read Apple), someone else (read Samsung) will try to steal/copy it without compensating you. Maybe it's just human nature???

    I hope and expect that Apple will continue to aggressively protect their patented innovations.
    Feb 6, 2014. 01:05 PM | 4 Likes Like |Link to Comment
  • Clearing Up Misconceptions About NeoStem's AMR-001 [View article]
    Excellent article SciFi. Like TooSmarttoFail, I am biased. I favor hard scientific data and trust articles and posts that cite their sources of data, as SciFi does. I looked over the data on the Phase II trial, and found it to be compelling and impressive. Based on that and other scientific data, I like this stock and think it has a good chance of significantly contributing to improving health and becoming profitable.

    TooSmart to fail seems to be just one example of a stockpicker who is incapable of understanding the scientific and medical data supporting Neostem's approach. To be biased against a type of cell seems absurd.
    Jan 22, 2014. 06:41 PM | 5 Likes Like |Link to Comment
  • Investors Need To Take Advantage Of Any Near-Term Weakness In Apple's Share Price [View article]
    Well thought out and well written article. What a surprise, a rational article on AAPL. Good job, keep the articles coming.
    Nov 5, 2013. 12:56 PM | 5 Likes Like |Link to Comment
  • Apple - Time To Take Profits As It Cedes Computing Market To Google [View article]
    So you think that Samsung is more innovative than Apple. That seems to be an unfounded conclusion, and in direct contrast to the court decisions finding Samsung guilty of infringement on Apple's patents.

    In my opinion, your article was a lot of useless verbiage.
    Oct 25, 2013. 09:54 AM | 3 Likes Like |Link to Comment
  • Antares Will Change RA Treatment With The Introduction Of Otrexup [View article]
    Hi Paul, I found your article very informative and readable, and found your financial comments really helpfu. However, I would like to comment on a few of the medically related comments that you made.

    Firstly, I strongly disagree with you that self-injecting is a dangerous and elaborate process. Auto injectors are designed for safety and simplicity. Based my own experience with self injecting imitrex (for migraines) with an autoinjector for more than a decade, I find them easy and safe to use. Also, ATRS self-injector has been specifically and apparently successfully designed for ease of safe use by individuals with RA, who likely will have impaired hand function. The latter is reported in their clinical data. Also as you indicated and is borne out by the clinical trial data, there are significant advantages to injecting methotrexate for RA patients.

    Secondly, you talk about testosterone not being absorbed across the skin. This is incorrect. The mechanism by which virtually any small molecule is absorbed across the skin is called percutaneous absorption. It is a well established and widely studied process. The testosterone would have no clinical efficacy if it was not absorbed. Since not all of the applied testosterone is absorbed, residue remains at the site of application.
    Oct 14, 2013. 12:51 PM | Likes Like |Link to Comment
  • Vringo: Some Things Patent Investors Should Know About The Federal Circuit [View article]
    Dear Markman, Thank you for such a well written and informative review of the Federal Circuit Process. The implications for my investing strategy seem to be that: 1) the amount of time I would have to spend on due diligence is excessive compared to the reward for a small holding in VRNG or any other patent troll, and 2) I should go back to investing in areas like biotech and big pharma where I have a lot of expertise and understand the full process of drug development from target identification and characterization through FDA approval and marketing. Maybe this was not how you expected to assist VRNG investors, but your posting was extremely valuable to me. Thanks again.
    Jul 19, 2013. 11:56 AM | 1 Like Like |Link to Comment
  • What Does This Reverse Split Mean For NeoStem Shareholders? [View article]
    I certainly agree with your comments. I hope that my due diligence on NBS and Dr. Smith led me to accurate conclusions.
    Jul 12, 2013. 02:31 PM | 1 Like Like |Link to Comment
  • What Does This Reverse Split Mean For NeoStem Shareholders? [View article]
    I understand that in some cases a reverse split signals something negative about a company. But I think highly of Dr. Robin Smith the CEO, and find her statements on the reasons for the reverse split to be reasonable and compelling. I doubt that she would mislead the shareholders and open NBS up to potential law suits by misstating the reasons for the split. I am a bit surprised by the strong negative move in the stock price.
    Jul 12, 2013. 12:30 PM | 1 Like Like |Link to Comment
  • Stop Gambling On Patent Lawsuits [View article]
    Greg, Thank you for your article. Readable by a non-litigation specialist, informative, and it made some excellent points. I just sold out of VRNG for one of the reasons that you mentioned, since no matter the many hours I put in researching the VRNG vs GOOG et al. lawsuit, I never got close to the level of knowledge that I needed to invest in this field with a significant degree of confidence. So it's back to primarily investing in biotech, a field where I have decades of experience. Your comment about choosing high flyer companies with an underlying good business model is as applicable there as in the patent troll industry. So refreshing to get a big dose of common sense from a post. Best wishes, Ippy
    May 6, 2013. 12:24 PM | 1 Like Like |Link to Comment
  • An Industry Outlook With Analyst Vernon Bernardino [View article]
    An excellent and informative article. I'm really looking forward to your interview with Dr. Losordo.
    Apr 22, 2013. 12:46 PM | Likes Like |Link to Comment
  • Reviving The Blockbuster Potential Of LibiGel For BioSante And Antares Pharma [View article]
    Thank you for a very good explanation of the importance of statistical analysis with regard to clinical trials, using LibiGel as an example.

    Maybe it would help he non-stats people in your audience to explain what p=0.05 means. Basically, it indicates a 1 in 20 chance that the difference between the two test groups is NOT statistically significant, while a p=0.01 is only a 1 in 100 chance that the two groups are not significantly different.
    Apr 9, 2013. 01:08 PM | 1 Like Like |Link to Comment
  • The Non-Decline And Fall Of Apple [View article]
    This is one of the best articles that I have read on any stock. You presented tons of data (as a scientist I really appreciate that), and your data presentation was exceptionally clear and compelling.

    After looking at so many graphs with exponential increases in so many categories vs time, I concluded that I really want to hold on to this stock since such a small percentage of the companies that I research have such excellent data.

    Thank you, thank you thank you. A totally awesome posting.
    Mar 13, 2013. 12:33 PM | 3 Likes Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    Oh so novel and refreshing to see the marriage of investment and statistics. Maybe only a scientist can appreciate the validity of your approach, but we can all take notice of your conclusions and revel in their firm basis in hard science. Thank you for a serious piece. I am so sick of reading fluff pieces with no data. Ippy (Ph.D. chemist)
    Jan 21, 2013. 12:52 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
24 Comments
44 Likes