in4thelonghaul's Comments in4thelonghaul's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/71978/comments 12 Stocks Poised to Profit from Energy, Infrastructure in 2010 http://seekingalpha.com/article/179039-12-stocks-poised-to-profit-from-energy-infrastructure-in-2010?source=feed#comment-815120 815120
OPTT: "Ocean Power Technologies, Inc. engages in the development and commercialization of proprietary systems that generate electricity by harnessing the renewable energy of ocean waves."]]>
Sun, 20 Dec 2009 20:15:10 -0500
OPTT: "Ocean Power Technologies, Inc. engages in the development and commercialization of proprietary systems that generate electricity by harnessing the renewable energy of ocean waves."]]>
BioCryst's Korean Partner Gets Emergency Use Authorization http://seekingalpha.com/instablog/128006-michael-murphy/39019-biocryst-s-korean-partner-gets-emergency-use-authorization?source=feed#comment-796924 796924 Tue, 08 Dec 2009 18:05:10 -0500 Cytokinetics' Market Potential http://seekingalpha.com/article/172910-cytokinetics-market-potential?source=feed#comment-760379 760379

On Nov 12 08:02 PM ncalmd wrote:

> Thanks for the article. I spent a few hours reading through some
> of the papers and presentation. Fascinating work and as a practicing
> physician caring primarily for the elderly, huge potential depending
> on
> the degree of sensitization. I haven't had time as yet to look at
> the other drugs in the pipeline, other than look at some of the materials
> on their site. My question is why would the valuation be so low unless
> there is significant uncertainty about the drugs in testing, and
> cash flow between now and completion of trials.]]>
Sat, 14 Nov 2009 14:37:28 -0500

On Nov 12 08:02 PM ncalmd wrote:

> Thanks for the article. I spent a few hours reading through some
> of the papers and presentation. Fascinating work and as a practicing
> physician caring primarily for the elderly, huge potential depending
> on
> the degree of sensitization. I haven't had time as yet to look at
> the other drugs in the pipeline, other than look at some of the materials
> on their site. My question is why would the valuation be so low unless
> there is significant uncertainty about the drugs in testing, and
> cash flow between now and completion of trials.]]>
Are AGEN, CVM, ONTY, SQNM, NVAX, ONCY and XOMA being targeted? http://seekingalpha.com/instablog/383010-chinook-traveler/29041-are-agen-cvm-onty-sqnm-nvax-oncy-and-xoma-being-targeted?source=feed#comment-707987 707987
Best2Umate... ]]>
Wed, 07 Oct 2009 20:43:34 -0400
Best2Umate... ]]>
Why Orexigen's Empatic News Is Good http://seekingalpha.com/article/164425-why-orexigen-s-empatic-news-is-good?source=feed#comment-703733 703733

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.]]>
Mon, 05 Oct 2009 11:31:17 -0400

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 http://seekingalpha.com/article/159976-allos-therapeutics-prospects-for-fda-approval-of-folotyn-are-healthy?source=feed#comment-661657 661657 Fri, 04 Sep 2009 09:50:20 -0400 Does Immunomedics' Success Mean Human Genome Sciences' Failure? http://seekingalpha.com/article/158859-does-immunomedics-success-mean-human-genome-sciences-failure?source=feed#comment-650896 650896
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.]]>
Fri, 28 Aug 2009 11:10:41 -0400
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 http://seekingalpha.com/article/154102-cubist-pharma-bulls-are-stampeding-in?source=feed#comment-617414 617414 Thu, 06 Aug 2009 00:42:36 -0400 1 Month, 24 Bank Failures: Random Event or Wilting Economy? http://seekingalpha.com/article/153105-1-month-24-bank-failures-random-event-or-wilting-economy?source=feed#comment-612220 612220
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.]]>
Sun, 02 Aug 2009 21:34:34 -0400
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 http://seekingalpha.com/article/144879-is-medarex-s-prostate-cancer-drug-a-success-too-early-to-tell?source=feed#comment-563642 563642
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.]]>
Fri, 26 Jun 2009 11:31:45 -0400
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 http://seekingalpha.com/article/145305-much-ado-about-medarex?source=feed#comment-562055 562055
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.
]]>
Thu, 25 Jun 2009 11:08:14 -0400
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 http://seekingalpha.com/article/141554-emisphere-improving-drug-delivery?source=feed#comment-556077 556077
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.]]>
Sun, 21 Jun 2009 10:54:29 -0400
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 http://seekingalpha.com/article/137985-emisphere-why-we-re-confident?source=feed#comment-507250 507250
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
]]>
Sun, 17 May 2009 12:07:05 -0400
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 http://seekingalpha.com/article/137943-where-the-big-money-is-betting-big?source=feed#comment-506747 506747 Sat, 16 May 2009 21:24:15 -0400 Dendreon Troubles Beyond Provenge Test http://seekingalpha.com/article/130930-dendreon-troubles-beyond-provenge-test?source=feed#comment-464600 464600
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.]]>
Thu, 16 Apr 2009 00:04:08 -0400
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 http://seekingalpha.com/article/125873-e-trade-a-bet-worth-making?source=feed#comment-426844 426844
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.]]>
Sun, 15 Mar 2009 17:45:37 -0400
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 http://seekingalpha.com/article/122853-trident-microsystems-still-dateless-for-the-ball?source=feed#comment-407933 407933
Without some game-changing catalyst, I wouldn't even look at this unless it was selling for 90 cents p/sh or less.]]>
Sun, 01 Mar 2009 11:51:50 -0500
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 http://seekingalpha.com/article/108233-johnson-johnson-is-the-latest-fda-casualty?source=feed#comment-316250 316250
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. ]]>
Thu, 27 Nov 2008 11:21:54 -0500
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. ]]>
Expiring Patents Ignite Biotech Boom http://seekingalpha.com/article/95267-expiring-patents-ignite-biotech-boom?source=feed#comment-254257 254257 Sun, 14 Sep 2008 16:14:35 -0400 Expiring Patents Ignite Biotech Boom http://seekingalpha.com/article/95267-expiring-patents-ignite-biotech-boom?source=feed#comment-254243 254243
A few examples of likely acquisitions are BIIG & ELN for the Tysabri franchise and the attractive pipeline.

Dendreon (DNDN) is another independent biotech which BP has been closely watching; their lead candidate 'Provenge', for the treatment of end-stage prostate cancer, has multi-billion dollar potential not to mention the incredible value of their cassette technology which may hold promise for multiple types of cancer. Results of the interim evaluation for Provenge are expected in October...if sufficiently positive, Provenge could receive an FDA decision by 1Q09. Considering DNDN's SPA with FDA, seems highly likely that numerous BP players will be tripping over one another to either cinch a ROW partnership with Dendreon or make an outright acquisition upon very positive interim results. Upon positive interim, DNDN's sh/pr could easily reach $25.00 as it did once before following the FDA's Advisory Committee results in 2007. In the event of interim results only sufficient to guarantee trial continuation to its likely 2009 conclusion, the high short interest, stable financial base (for a bio-tech), healthy inst. support, plus incredible prior efficacy indications are likely to insure a sh/pr floor of approx. $3.00...where it will be the opportunity of a lifetime.

GNVC is another small biotech whose upcoming results with TNFerade could create an overnight 5-bagger or trigger a buyout offer...at $1.35sh the risk/reward seems highly favorable considering the pipeline and past preliminary indications of efficacy.]]>
Sun, 14 Sep 2008 15:54:22 -0400
A few examples of likely acquisitions are BIIG & ELN for the Tysabri franchise and the attractive pipeline.

Dendreon (DNDN) is another independent biotech which BP has been closely watching; their lead candidate 'Provenge', for the treatment of end-stage prostate cancer, has multi-billion dollar potential not to mention the incredible value of their cassette technology which may hold promise for multiple types of cancer. Results of the interim evaluation for Provenge are expected in October...if sufficiently positive, Provenge could receive an FDA decision by 1Q09. Considering DNDN's SPA with FDA, seems highly likely that numerous BP players will be tripping over one another to either cinch a ROW partnership with Dendreon or make an outright acquisition upon very positive interim results. Upon positive interim, DNDN's sh/pr could easily reach $25.00 as it did once before following the FDA's Advisory Committee results in 2007. In the event of interim results only sufficient to guarantee trial continuation to its likely 2009 conclusion, the high short interest, stable financial base (for a bio-tech), healthy inst. support, plus incredible prior efficacy indications are likely to insure a sh/pr floor of approx. $3.00...where it will be the opportunity of a lifetime.

GNVC is another small biotech whose upcoming results with TNFerade could create an overnight 5-bagger or trigger a buyout offer...at $1.35sh the risk/reward seems highly favorable considering the pipeline and past preliminary indications of efficacy.]]>
5 Potential Buyout Targets in Biotech - Barron's http://seekingalpha.com/article/91293-5-potential-buyout-targets-in-biotech-barron-s?source=feed#comment-232488 232488 WYE) or Biogen Idec (BIIB).

Add Dendreon (DNDN) to the list if their interim analysis of Provenge (October estimate) for end-stage prostate cancer is sufficiently positive to allow for immediate trial cessation and refiling of BLA...I would give them roughly a 75% chance of sufficient success at the interim btw.]]>
Sun, 17 Aug 2008 14:13:54 -0400 WYE) or Biogen Idec (BIIB).

Add Dendreon (DNDN) to the list if their interim analysis of Provenge (October estimate) for end-stage prostate cancer is sufficiently positive to allow for immediate trial cessation and refiling of BLA...I would give them roughly a 75% chance of sufficient success at the interim btw.]]>
Elan Corp.: Bounce on Goldman Positivity? http://seekingalpha.com/article/87956-elan-corp-bounce-on-goldman-positivity?source=feed#comment-222554 222554
"apoe4 carrier status and VE, efficacy measures put differently
this is a repost with a correction

apoe4 carrier status and VE, efficacy measures put differently
been further exploring the data, and trying to get out of what I can

these snippets may be of use to people

the occurrence of vasogenic oedema was not statistically associated with carrier status (10 carriers vs 2 non-carriers, compared with 72 carrier vs 47 noncarrier treated patients, p=0.2). Therefore I reject that association. It is however, highly correlated with dose and statistically significant

for those who are concerned about efficacy I have calculated a % reduction in decline using the 0.5mg dose of completers (e4- and e4) and converted the difference to placebo scores over all doses to a % reduction estimated from performance of e4- placebo. This comparison if anything should be conservative as e4 carriers are thought to decline a bit faster and historically the e4- seemed to decline a bit worse in the bap study. it should be noted that the 0.15mg dose wasnt far off this performance.

the % reductions in decline are,
ADAScog 60%
NTB 86%
DAD 64%
CDR 54%

all quite consistent and pretty impressive and should be conservative from the point of view of placebo decline. the completer analysis is a reasonable look at how effective a drug might be in phase III.

regarding a dose response the ranking is clear across the 4 tests, again completers
0.5mg dose was best at all tests
0.15mg was 2nd best at 3 from 4 tests
1mg was 3rd or 4th ranked in all tests
2mg was 3rd or 4th ranked in 3 from 4 tests

i.e. the doses not associated with VE do better, and 0.5mg does better than 0.15mg
the best dose is 0.5mg I think this is clear. My bet is "subclincal" VE in the higher doses is the problem, or "weaknesses are strengths taken to excess"

shame about the fogginess, but its all there, and damn impressive.
how could this wall street interpretation have happened I just cant believe it! this drug is going to have incredible impact.

they have to get the paper out. I cant believe I still dont know how the placebos did overall, such a basic bit of info.





]]>
Mon, 04 Aug 2008 14:54:28 -0400
"apoe4 carrier status and VE, efficacy measures put differently
this is a repost with a correction

apoe4 carrier status and VE, efficacy measures put differently
been further exploring the data, and trying to get out of what I can

these snippets may be of use to people

the occurrence of vasogenic oedema was not statistically associated with carrier status (10 carriers vs 2 non-carriers, compared with 72 carrier vs 47 noncarrier treated patients, p=0.2). Therefore I reject that association. It is however, highly correlated with dose and statistically significant

for those who are concerned about efficacy I have calculated a % reduction in decline using the 0.5mg dose of completers (e4- and e4) and converted the difference to placebo scores over all doses to a % reduction estimated from performance of e4- placebo. This comparison if anything should be conservative as e4 carriers are thought to decline a bit faster and historically the e4- seemed to decline a bit worse in the bap study. it should be noted that the 0.15mg dose wasnt far off this performance.

the % reductions in decline are,
ADAScog 60%
NTB 86%
DAD 64%
CDR 54%

all quite consistent and pretty impressive and should be conservative from the point of view of placebo decline. the completer analysis is a reasonable look at how effective a drug might be in phase III.

regarding a dose response the ranking is clear across the 4 tests, again completers
0.5mg dose was best at all tests
0.15mg was 2nd best at 3 from 4 tests
1mg was 3rd or 4th ranked in all tests
2mg was 3rd or 4th ranked in 3 from 4 tests

i.e. the doses not associated with VE do better, and 0.5mg does better than 0.15mg
the best dose is 0.5mg I think this is clear. My bet is "subclincal" VE in the higher doses is the problem, or "weaknesses are strengths taken to excess"

shame about the fogginess, but its all there, and damn impressive.
how could this wall street interpretation have happened I just cant believe it! this drug is going to have incredible impact.

they have to get the paper out. I cant believe I still dont know how the placebos did overall, such a basic bit of info.





]]>
Earnings Preview: Bank of America http://seekingalpha.com/article/85738-earnings-preview-bank-of-america?source=feed#comment-209144 209144
GL to all longs...]]>
Fri, 18 Jul 2008 21:21:02 -0400
GL to all longs...]]>
Dendreon's Provenge: Government Agencies Play Hide and Seek With Facts http://seekingalpha.com/article/81043-dendreon-s-provenge-government-agencies-play-hide-and-seek-with-facts?source=feed#comment-184066 184066
PCa patients are suffering and dying needlessly while a far safer and proven superior treatment is sidelined for years by these fools at the FDA. I honestly think the term "wicked" is one which most aptly describes these government scum.

They have stolen hope and life itself. These FDA officials are criminals of the worst sort and should, in truth, be brought up on criminal charges.
]]>
Thu, 12 Jun 2008 09:28:12 -0400
PCa patients are suffering and dying needlessly while a far safer and proven superior treatment is sidelined for years by these fools at the FDA. I honestly think the term "wicked" is one which most aptly describes these government scum.

They have stolen hope and life itself. These FDA officials are criminals of the worst sort and should, in truth, be brought up on criminal charges.
]]>
Indevus Pharmaceuticals: Nebido Has Lost Its Libido http://seekingalpha.com/article/80164-indevus-pharmaceuticals-nebido-has-lost-its-libido?source=feed#comment-180686 180686
]]>
Fri, 06 Jun 2008 21:30:42 -0400
]]>
10 Biotechs in Stem Cells that Could Profit Under the Democrats http://seekingalpha.com/article/78915-10-biotechs-in-stem-cells-that-could-profit-under-the-democrats?source=feed#comment-177617 177617 Sun, 01 Jun 2008 15:55:06 -0400 Dendreon: The FDA's Commissioner Doth Protest Too Much! http://seekingalpha.com/article/73065-dendreon-the-fda-s-commissioner-doth-protest-too-much?source=feed#comment-154034 154034
Provenge has demonstrated repeatedly that it is both far far safer and has superior efficacy over any FDA approved treatment for end-stage prostate cancer.

Yet the FDA claims that Overall Survival is the Gold Standard!!

Andy...you are a contemptable disgrace. You will stand before your Creator with the blood of the innocent staining your conscience and those same souls will condemn you for what you have wrought.

You had the power to speak for those who had no acceptable alternative; instead you allowed their last hope to be stolen.

Sooner or later, probably when Dendreon gets a CEO with some vision, Provenge will be approved...if not in the U.S., then in Europe. Its efficacy will be evident to the world soon thereafter.

]]>
Mon, 21 Apr 2008 11:48:22 -0400
Provenge has demonstrated repeatedly that it is both far far safer and has superior efficacy over any FDA approved treatment for end-stage prostate cancer.

Yet the FDA claims that Overall Survival is the Gold Standard!!

Andy...you are a contemptable disgrace. You will stand before your Creator with the blood of the innocent staining your conscience and those same souls will condemn you for what you have wrought.

You had the power to speak for those who had no acceptable alternative; instead you allowed their last hope to be stolen.

Sooner or later, probably when Dendreon gets a CEO with some vision, Provenge will be approved...if not in the U.S., then in Europe. Its efficacy will be evident to the world soon thereafter.

]]>
How Much Can We Blame the Uptick Rule? http://seekingalpha.com/article/71237-how-much-can-we-blame-the-uptick-rule?source=feed#comment-136819 136819
You first need to educate yourself regarding the whole "naked shorting" epidemic and understand that the reporting of such 'failures to deliver' is voluntary and currently completely tolerated by the SEC stooges. The combination of FTDs and bear raids fascilitated by uptick elimination is rapidly turning the market into a rule of the jungle casino which will eventually lead to a mass exodus from American exchanges by both companies and individual investors.

I trade professionally, specializing in biotechnology stocks; this niche along with microcap technology has been especially hard hit by the SEC's absurd decision to eliminate the uptick rule. Remember, there are lies, damn lies, and then statistics...ask any honest professional pollster. Those so-called test securities which you allude to don't prove anything. I am tempted to speculate that only an couple of eggheads with little actual trading experience would cite that stuff in the face of real world experience. I guarantee you, from first hand experience, until the SEC seriously acts to eliminate the possibility of naked short sells...I mean "serious" as in felony status, jail time, and/or very severe fines for offenders, the uptick rule is absolutely needed; even then it should be reinstated immediately.

Those who say that bear raids don't affect long-term performance of good quality stocks are either naive, inexperienced with small cap stocks which are favorite targets, or simply individuals who are often short. It is one thing to bring a well capitalized large cap stock down 10 or 15 percent...quite another to bring a financially strapped biotech micro-cap, which may be working on a cure for a deadly cancer, down 60 or 70 percent and then hold it there for weeks or months...damaging investors and starving it of the possibility to raise capital at realistic rates.

It is said that a little knowledge is a dangerous thing...those who honestly don't recognize the need for the uptick rule have little knowledge, or they simply find the uptick rule an impediment to their goal of making money.]]>
Fri, 04 Apr 2008 21:45:49 -0400
You first need to educate yourself regarding the whole "naked shorting" epidemic and understand that the reporting of such 'failures to deliver' is voluntary and currently completely tolerated by the SEC stooges. The combination of FTDs and bear raids fascilitated by uptick elimination is rapidly turning the market into a rule of the jungle casino which will eventually lead to a mass exodus from American exchanges by both companies and individual investors.

I trade professionally, specializing in biotechnology stocks; this niche along with microcap technology has been especially hard hit by the SEC's absurd decision to eliminate the uptick rule. Remember, there are lies, damn lies, and then statistics...ask any honest professional pollster. Those so-called test securities which you allude to don't prove anything. I am tempted to speculate that only an couple of eggheads with little actual trading experience would cite that stuff in the face of real world experience. I guarantee you, from first hand experience, until the SEC seriously acts to eliminate the possibility of naked short sells...I mean "serious" as in felony status, jail time, and/or very severe fines for offenders, the uptick rule is absolutely needed; even then it should be reinstated immediately.

Those who say that bear raids don't affect long-term performance of good quality stocks are either naive, inexperienced with small cap stocks which are favorite targets, or simply individuals who are often short. It is one thing to bring a well capitalized large cap stock down 10 or 15 percent...quite another to bring a financially strapped biotech micro-cap, which may be working on a cure for a deadly cancer, down 60 or 70 percent and then hold it there for weeks or months...damaging investors and starving it of the possibility to raise capital at realistic rates.

It is said that a little knowledge is a dangerous thing...those who honestly don't recognize the need for the uptick rule have little knowledge, or they simply find the uptick rule an impediment to their goal of making money.]]>
Internet Hoax Gooses Stock Market http://seekingalpha.com/article/70771-internet-hoax-gooses-stock-market?source=feed#comment-134969 134969
Doug seems to have written these things...but I can't see that it was picked up and widely distributed.

Very funny...jerk.]]>
Wed, 02 Apr 2008 00:47:23 -0400
Doug seems to have written these things...but I can't see that it was picked up and widely distributed.

Very funny...jerk.]]>
Is Palm Management Doing Enough to Get Back on Track? http://seekingalpha.com/article/69518-is-palm-management-doing-enough-to-get-back-on-track?source=feed#comment-130038 130038 Sat, 22 Mar 2008 05:46:40 -0400