in4thelonghaul

Are AGEN, CVM, ONTY, SQNM, NVAX, ONCY and XOMA being targeted?

I call them the "cabal", a group of criminal hedge funds working with the prop. trading desks of certain IBs, their crony analysts, and certain captured members of the financial press; they seem to operate with impunity, protected by the SEC, against any biotech they set their sights on. I suspect at times that they operate as a hired gun at the behest of one or more of the Big Pharmas. For years they relentlessly manipulated the shares of Dendreon through related-party trading, short attacks, and massive naked short selling as well. Our government is absolutely filthy with corruption, as are the specific departments like FDA, and SEC...very sad. Sometimes the targeted company emerges victorious and still independent ie., Dendreon.

Best2Umate...

Why Orexigen's Empatic News Is Good

Phase II means nothing in regards to competitors P-3 results. VVUS has by far the most effective candidate. Didn't almost 50% of ARNA's Contrave trial participants drop out?


Most informed patients will demand VVUS's Qnexa, and most will be willing to chance dry mouth, and possible tingling in the fingers to achieve the benefits of 15% weight loss which isn't gained back immediateely after they stop taking it. Seems likely that most insurance companies will favor Qnexa as well...why shell out so much money for a years worth of Lorcaserin, when Qnexa is 3 times more effective and has positive effects on blood pressure, blood sugar and triglycerides?

Almost certainly, physicians will first prescribe Qnexa, then Lorcaserin for those who decide they don't like the side effects. Only proiblem is Lorcaserin barely works, so many who get that will quit taking it after a couple o0f months and will go back to Qnexa, or might then try Contrave. But how many who take Contrave will be willing to endure nausea and headaches..not many.

VVUS's Qnexa will be a $ 3 billion blockbuster in the U.S. alone, and the clear winner in this race; then there is the potential for specific use for those with diabetes, and they do have a potential winner in their ED candidate...results soon to be out.

Allos Therapeutics: Prospects for FDA Approval of Folotyn Are Healthy

Thanks for the insight.....NOT! Geeze if you don't have anything worth saying, find another line of work.

Does Immunomedics' Success Mean Human Genome Sciences' Failure?

HGSI's drop was primarily a market reaction to news that the GSK buyout rumor was false...apparently per GSK statement indicating they were not in active negotiations with HGSI.

IMMU is roughly 2 years behind HGSI, and is yet to achieve positive P-3 results...a very very big difference from success in a P-2 trial.

BTW, HGSI also has a healthy pipeline, including a treatment for Hep-C and a treatment for post-inhalation anthrax exposure...a very tough nut to crack, which the U.S. government has placed 2 orders for; the operative word here is "post" as in after exposure. Trial results indicate this anthrax treatment, called ABthrax, likely allows roughly a 50% chance of survival for an indication which is usually fatal.

At this point...IMMU presents no threat to HGSI.

Cubist Pharma: Bulls Are Stampeding In

Buyout rumor was reported circulating which started the heavy short covering//buying in CBST...picked up by Briefing.

1 Month, 24 Bank Failures: Random Event or Wilting Economy?

Though 24 failures is indeed an ominous jump..it means little except to indicate a possible trend. After all, bank failures are a 'lagging' indicator...right(?); just about everything is a lagging indicator and counts for spit. The government has already declared that they will just print money, any amount of money required, so who gives flying fruck about another few banks, even a few hundred banks...IT IS JUST MONEY DUMMY!!! Now, show me a consecutive series of poor debt auctions and the politicos will all be soiling themselves...until then get a grip man.

Comrade, you need to get with the program...the beginning of the end of the recession is upon us. Everything, and I mean everything, which doesn't support the party line is a lagging indicator. You need to relax and turn on CNBC.

Is Medarex's Prostate Cancer Drug a Success? Too Early to Tell

You think maybe Dr. Kwon was cognizant of the unorthodox timing of his comments and thus the scrutiny which he and Mayo would be under? Now why would he take such a chance unless he had weighed the potential benefits against the serious consequences?

Think about it Derek...

Weren't you the same guy that lined up with Cramer against DNDN?

You don't exactly have a stellar track record do you?

I agree with others...you should really try and do a bit of proper DD before expressing such dismissive attitude.

Much Ado About Medarex

This is a tough one simply because of the odd and unorthodox nature regarding the manner this stunningly positive "news" came public and of course the small amount of patients involved - apparently 3 patients now, not just the first 2 mentioned originally.

Astute biotech watchers will remember that some very serious side-effects have been linked with use of ipilimumab in past trials.

Obviously, if Mayo is still attempting to enroll patients, questions can legitimately be raised as to motivation for the timing, wording and manner of the 'news' which found its way to the public...maybe nothing there, time will tell.

It will all be moot if serious side-effects have been avoided and further patients are revealed to have achieved similarly stunning results, results where cancer has apparently vanished. I find it unlikely that the story is anything less than has been portrayed, simply because Mayo's reputation is on the line here.

I think everyone's hope is for these first and apparently stunning results to be repeated in other patients in the treatment arm.

Biotech shareholders of companies with competing treatments have expressed some justified skepticism. MEDX shareholders can expect to achieve considerable sh/pr appreciation in the coming years if these results are as indicated and widespread, even more so if ipilimumab is successful with melanoma.

Considering the potential, it seems shares around $8.00 present a decent risk/reward. If the melanoma trial disappoints, MEDX shares could easily retest their recent lows and remain depressed for considerable time, especially if serious side effects are again linked with use if ipilimumab. OTOH, if all goes well, MEDX has a potential blockbuster on their hands and shares could easily skyrocket towards $30.00 in quick order.

Emisphere: Improving Drug Delivery

Decent write-up...sure beats that prior garbage pump piece by that 'very confident' character. I think he was confident EMIS was headed to $50.00 LOL

Good Luck to the longs. I will be willing to take a chance at maybe 60 cents, or when I feel better about their precarious financial position.

Emisphere: Why We're Confident

Honestly...that was not a very convincing article. You..or "we" are 'confident' of this and 'extremely confident' of that. Weird how those funds which liquidated were so blind to dump shares which are really going to be worth $50.00 before long...boy were they stupid!

But you did touch on that pesky lack of finances thing; luckily you are confident that it can be worked out on favorable terms, even in this trying market...you are such a confident guy.

Seeing that your target is apparently $50.00 and considering your parting admonition to keep in mind that the Osteoarthritis market would be 10X the market size of the B12 and Osteoporosis markets...I guess the implication is a potential share price in the hundreds of dollars range?

Gee...what an incredible deal, and I can get shares for under a buck!! LOL

Where the Big Money Is Betting Big

It would seem logical that there would be greatly increasing money flows into gold as either a safe haven play or reinflation play; a lot of the sidelined and resectoring flows are headed into other commodities besides gold though. As the investing class//and tutes realize that the so called green shoots of recovery were in reality an accumulation of mold forming...we can expect money to concentrate into commodities which are in shortest supply. If the world economies, in general, aren't really recovering and oil//gas inventories are increasing..then it seems that the oil angle can only go so far - about as far as it has gone recently. Just about everyone realizes that there are powerful forces which have a vested interest in keeping a lid on the price of gold...question is, how long will they be successful? It will take panic to lever the gold price out of the hands of the manipulators...possibly China/Japan divesting the dollar or refusing to buy our debt, dollar abandonment as the reserve currency, or the ever more likely scenario of the U.S. having its credit rating lowered. Once the tipping point arrives, all money...smart, big, retail, all becomes scared money and will likely flood into gold. At that point, the price of golod will finally achieve its realistic value...likely exploding upwards towards $2,000. per oz. in a matter of weeks; fortunes will be made by those who have positioned themselves ahead of the run. My best bet is on AUY, though I wonder if it will receive a takeout offer before all hell breaks loose. But then lots of highly intelligent individuals are talking of shorting gold and going long energy and agriculture instead. One thing is almost certain, the U.S. dollar is headed for a devestating crash.

Dendreon Troubles Beyond Provenge Test

After reading your pathetic and absurdly illogical critique of Dendreon's Provenge, denigrating its commercial viability...I have to conclude you are just another badly bruised short, as it is hard to believe anyone can be truly as stupid as you sound in your article.

Provenge has demonstrated superiority in efficacy and side-effect profile by a wide margin in 3 phase-3 trials. It is obvious to any intelligent and unbiased observer (you are obviously excluded here), that Provenge represents an extreme financial threat to the multi-billion dollar chemo dynasties of the giant pharmaceutical corporations which make such extreme profit from promoting cheap, higthly dangerous and relatively ineffective chemicals (not all of course) as cancer treatments.

Get used to it pal...Dendreon's technology has been validated and a new age is upon us. BTW...all indications are that active immunotherapies such as Provenge work better the sooner in the disease process they are used, and their efficacy is almost certainly greatly enhanced by the timely use of a "booster" infusion. Provenge is vastly superior to Taxotere, which is a truly dangerous and minimally effective treatment for end-stage prostate cancer when used as a mono-therapy. Some Provenge recipients from the earlier phase-3 trials are still alive over 7 years later!

You are on the wrong side of this issue, and I suspect your agenda blinds you to not only the facts regarding Provenge, but also your responsibility for honest communication which all decent human beings share...go back and do some serious research before spouting off next time.

Long DNDN because it is vastly superior to the current SOC.

E*Trade: A Bet Worth Making

ETFC has a nice trading platform and the banking integration is a real plus which should be attractive to potential acquirers. That said, in this increasingly tough financial environment, greater numbers of frequent traders will continue to balk at the excessive fees which brokers such as ETFC charges. Only idiots or infrequent traders will continue to use ETFC, when fees are so much cheaper at other discount brokers like IB,MBT,TradeKing and OptionsHouse.

Interesting that ETFC rose over 13% on Friday in spite of the idiot C analyst .25 target. The best hope for ETFC shareholders is an offer from another broker/banker, maybe GS.

Trident Microsystems: Still Dateless for the Ball

One could easily assume another $15 to $20 million burn for the current quarter..this company is dead, with mngt. just milking it to the very end.

Without some game-changing catalyst, I wouldn't even look at this unless it was selling for 90 cents p/sh or less.

Johnson & Johnson Is the Latest FDA Casualty

Thanks Mike for your efforts...

A sad indictment of American society that a small group of beaurocrats have achieved such a level of power as to actually dictate matters of life and death by denying potentially life-extending treatments to the terminally ill on the absurd pretext that such are not fully proven effective and might possibly be harmful!! Matters are worse by magnitudes thanks to the captured regulators of congress who have wholly abdigated their lawful role of oversight, as the American 'sheeple' silently accept the outrageous with barely a peep of protest by the vast majority of mainstream media or the courts of last resort.

Americans have been slowly boiled...inculcated and brainwashed to the point that they will tolerate quietly almost any outrage; to think our forefathers resorted violent revolution on a pretext so much more mundane than what we routinely accept with the most pathetic whimpers.

With luck, Obama will appoint an FDA Commissioner with sufficient humanity, integrity, insight, and will, to thoroughly sweep out the institutionalized filth which has found such a comfortable abode at the upper echelons of the FDA; we will know soon enough.