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    <title>in4thelonghaul's Comments</title>
    <description>in4thelonghaul's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/71978/comments</link>
    <item>
      <title>Venaxis Poised For Run-Up Into Pivotal Study Results</title>
      <link>http://seekingalpha.com/article/1379961/comments?source=feed#comment-19200951</link>
      <guid isPermaLink="false">19200951</guid>
      <content>
        <![CDATA[Any comments Mike on the just announced offering/warrant pkg.....$1.25 - ouch!  Sooooo glad I stayed away.  That sensitivity rating is awful....guess you know now why the tiny inst. ownership on this puppy.]]>
      </content>
      <pubDate>Fri, 24 May 2013 09:02:34 -0400</pubDate>
      <description>
        <![CDATA[Any comments Mike on the just announced offering/warrant pkg.....$1.25 - ouch!  Sooooo glad I stayed away.  That sensitivity rating is awful....guess you know now why the tiny inst. ownership on this puppy.]]>
      </description>
    </item>
    <item>
      <title>Will Google Throw In The Towel In The Endgame Against Vringo Due To Legal Precedents?</title>
      <link>http://seekingalpha.com/article/1452911/comments?source=feed#comment-19122911</link>
      <guid isPermaLink="false">19122911</guid>
      <content>
        <![CDATA['Mangled mix metaphors' aside....lol, simply superb contribution.]]>
      </content>
      <pubDate>Wed, 22 May 2013 12:59:20 -0400</pubDate>
      <description>
        <![CDATA['Mangled mix metaphors' aside....lol, simply superb contribution.]]>
      </description>
    </item>
    <item>
      <title>Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround?</title>
      <link>http://seekingalpha.com/article/1442161/comments?source=feed#comment-18970511</link>
      <guid isPermaLink="false">18970511</guid>
      <content>
        <![CDATA[Justice will only come if JJ is determined that it be done - my worry is that the Google boy's chummy relationship to Obama will be a powerful factor in thwarting that justice; needless to say, I don't share the apparent rock solid faith in JJ's fairness and commitment to said justice which some here seem to have - the laches decision didn't do anything to bolster my faith either.  <br/><br/>Google's behavior is simply despicable....steal and cheat, then when caught refuse to make it right - what happened to 'doing no evil'?  Nearly as much money as God......but nothing but greed greed greed - absolutely pathetic.]]>
      </content>
      <pubDate>Fri, 17 May 2013 22:06:10 -0400</pubDate>
      <description>
        <![CDATA[Justice will only come if JJ is determined that it be done - my worry is that the Google boy's chummy relationship to Obama will be a powerful factor in thwarting that justice; needless to say, I don't share the apparent rock solid faith in JJ's fairness and commitment to said justice which some here seem to have - the laches decision didn't do anything to bolster my faith either.  <br/><br/>Google's behavior is simply despicable....steal and cheat, then when caught refuse to make it right - what happened to 'doing no evil'?  Nearly as much money as God......but nothing but greed greed greed - absolutely pathetic.]]>
      </description>
    </item>
    <item>
      <title>An Industry Outlook With Analyst Vernon Bernardino</title>
      <link>http://seekingalpha.com/article/1357551/comments?source=feed#comment-18086241</link>
      <guid isPermaLink="false">18086241</guid>
      <content>
        <![CDATA[Nice article Brian.......looking forward to further coverage.  ]]>
      </content>
      <pubDate>Thu, 25 Apr 2013 12:54:29 -0400</pubDate>
      <description>
        <![CDATA[Nice article Brian.......looking forward to further coverage.  ]]>
      </description>
    </item>
    <item>
      <title>Gold Mining Stocks: Cheap Or Good Value?</title>
      <link>http://seekingalpha.com/article/1356731/comments?source=feed#comment-18074491</link>
      <guid isPermaLink="false">18074491</guid>
      <content>
        <![CDATA[Would appreciate your insights re. BRD....if any besides that you are 'closely following' them - are their production costs truly expected to come in around $750 p/oz?   My suspicion is that the true 'full' cost is exceedingly higher, or there is something else neg. involved.....otherwise, why are they selling for .64 as of this morning(?), and wouldn't they be one of the most likely acquisition targets for a healthy mid to large cap producer?  I read a piece recently which claimed that the true all-in production costs for even GG was about $1250 per GEO....no wonder miners have been punished soooo severely. <br/><br/>Long NUGT, GG, AUY, BRD, AG and USLV.....]]>
      </content>
      <pubDate>Thu, 25 Apr 2013 09:36:16 -0400</pubDate>
      <description>
        <![CDATA[Would appreciate your insights re. BRD....if any besides that you are 'closely following' them - are their production costs truly expected to come in around $750 p/oz?   My suspicion is that the true 'full' cost is exceedingly higher, or there is something else neg. involved.....otherwise, why are they selling for .64 as of this morning(?), and wouldn't they be one of the most likely acquisition targets for a healthy mid to large cap producer?  I read a piece recently which claimed that the true all-in production costs for even GG was about $1250 per GEO....no wonder miners have been punished soooo severely. <br/><br/>Long NUGT, GG, AUY, BRD, AG and USLV.....]]>
      </description>
    </item>
    <item>
      <title>Quicksilver Resources: 25% Barnett Sale Is A Positive, But Challenges Remain</title>
      <link>http://seekingalpha.com/article/1310661/comments?source=feed#comment-17990981</link>
      <guid isPermaLink="false">17990981</guid>
      <content>
        <![CDATA[Outstanding article........much appreciated.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 14:39:18 -0400</pubDate>
      <description>
        <![CDATA[Outstanding article........much appreciated.]]>
      </description>
    </item>
    <item>
      <title>2 Undervalued Immunotherapy Picks</title>
      <link>http://seekingalpha.com/article/1341071/comments?source=feed#comment-17956921</link>
      <guid isPermaLink="false">17956921</guid>
      <content>
        <![CDATA[Best of luck to all IMUC longs, but seems like it would be prudent to at least give mention to NWBO, as they also are championing a dendritic immunotherapy targeting GBM with similar indications of astounding efficacy....but they are already in P-3, are progressing along a dual approval process (US &amp; Europe), have just raised $10 M in a direct placement at little discount, and whose treatment appears applicable to ~95% of resected GBM vs. IMUC's ~ 65%.  There seems little doubt that IMUC's P2 trial of ICT-107 will be completed well before NWBO's P3 trial of DCVax-L, but apparently IMUC's new CEO is expecting FDA to require them to go the distance with their own P3 trial regardless of results.  Just for the information...NWBO's DCVax-L has achieved 6-year survival from resected GBM of 27% vs.5-year survival of ~ 4% for best SOC.  With results like that, and assuming an interim analysis indicates similar efficacy trend, it seems almost immoral to continue NWBO's P3 trial to completion in 2014...of course there is always compassionate use so as to allow the trial to continue.  Oh, and on April 16th NWBO announced that their P3 GBM trial was adopted as a 'national priority' trial in UK.<br/><br/>Just a heads-up is all.<br/><br/> ]]>
      </content>
      <pubDate>Mon, 22 Apr 2013 20:22:14 -0400</pubDate>
      <description>
        <![CDATA[Best of luck to all IMUC longs, but seems like it would be prudent to at least give mention to NWBO, as they also are championing a dendritic immunotherapy targeting GBM with similar indications of astounding efficacy....but they are already in P-3, are progressing along a dual approval process (US &amp; Europe), have just raised $10 M in a direct placement at little discount, and whose treatment appears applicable to ~95% of resected GBM vs. IMUC's ~ 65%.  There seems little doubt that IMUC's P2 trial of ICT-107 will be completed well before NWBO's P3 trial of DCVax-L, but apparently IMUC's new CEO is expecting FDA to require them to go the distance with their own P3 trial regardless of results.  Just for the information...NWBO's DCVax-L has achieved 6-year survival from resected GBM of 27% vs.5-year survival of ~ 4% for best SOC.  With results like that, and assuming an interim analysis indicates similar efficacy trend, it seems almost immoral to continue NWBO's P3 trial to completion in 2014...of course there is always compassionate use so as to allow the trial to continue.  Oh, and on April 16th NWBO announced that their P3 GBM trial was adopted as a 'national priority' trial in UK.<br/><br/>Just a heads-up is all.<br/><br/> ]]>
      </description>
    </item>
    <item>
      <title>Northwest Biotherapeutics, Statistically Speaking</title>
      <link>http://seekingalpha.com/article/1336331/comments?source=feed#comment-17829421</link>
      <guid isPermaLink="false">17829421</guid>
      <content>
        <![CDATA[Appreciate the effort you put into this.  My understanding was SOC for GBM was ~ 3% at 5 years....so I can adjust that to 4% - good to know; another poster indicated current MOS is now up to 18.8 months whereas I had believed it was about 15 months - again good to stay current.  Still, NWBO's....27% 6-year survival vs 4% 5-year survival translates to revolutionary and blockbuster potential as it may go a very long way towards validating the underlying technology platform.  NWBO apparently was, in 2005, also given the green light  for a P3 trial covering hormone independent, non-metastatic prostate cancer....something one doesn't here much about.  From their website, they appear to have constructs for trials with cancers involving lung, ovarian, liver, head/neck, and pancreas.  <br/><br/>As regards AF....you are the 2nd SA author to shine a long overdue light on him.  I can't imagine that many take Adam's opinion seriously anymore.  ]]>
      </content>
      <pubDate>Fri, 19 Apr 2013 09:42:30 -0400</pubDate>
      <description>
        <![CDATA[Appreciate the effort you put into this.  My understanding was SOC for GBM was ~ 3% at 5 years....so I can adjust that to 4% - good to know; another poster indicated current MOS is now up to 18.8 months whereas I had believed it was about 15 months - again good to stay current.  Still, NWBO's....27% 6-year survival vs 4% 5-year survival translates to revolutionary and blockbuster potential as it may go a very long way towards validating the underlying technology platform.  NWBO apparently was, in 2005, also given the green light  for a P3 trial covering hormone independent, non-metastatic prostate cancer....something one doesn't here much about.  From their website, they appear to have constructs for trials with cancers involving lung, ovarian, liver, head/neck, and pancreas.  <br/><br/>As regards AF....you are the 2nd SA author to shine a long overdue light on him.  I can't imagine that many take Adam's opinion seriously anymore.  ]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17712901</link>
      <guid isPermaLink="false">17712901</guid>
      <content>
        <![CDATA[Material aspect is interesting.....but the full effect may just now be sinking in - won't have long to wait to be certain.]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 20:31:23 -0400</pubDate>
      <description>
        <![CDATA[Material aspect is interesting.....but the full effect may just now be sinking in - won't have long to wait to be certain.]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17712311</link>
      <guid isPermaLink="false">17712311</guid>
      <content>
        <![CDATA[Obviously the street valued VRNG at about $3, even after the MSFT announcement.....but that was before GOOG claimed to have a work-around - VRNG better act very very quickly come tomorrow with some very very good news, as future royalties from GOOG are now likely out the window.   ]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 20:07:19 -0400</pubDate>
      <description>
        <![CDATA[Obviously the street valued VRNG at about $3, even after the MSFT announcement.....but that was before GOOG claimed to have a work-around - VRNG better act very very quickly come tomorrow with some very very good news, as future royalties from GOOG are now likely out the window.   ]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17712061</link>
      <guid isPermaLink="false">17712061</guid>
      <content>
        <![CDATA[Just wait till tomorrow.....then we can cast a judgement regarding CNBC.  ]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 20:01:30 -0400</pubDate>
      <description>
        <![CDATA[Just wait till tomorrow.....then we can cast a judgement regarding CNBC.  ]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17711581</link>
      <guid isPermaLink="false">17711581</guid>
      <content>
        <![CDATA[Future Royalties?  Helllooooo.....are you paying attention?  What Future are you referencing??  And like JJ is suddenly in VRNG's court???<br/><br/>Laches decision was the proverbial writing on the wall - constant infuriating delays, refusal to grant a quicky trial to correct an obvious jury goof-up, etc.....all just further confirmation that VRNG has a near impossible uphill battle on their hands.]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 19:47:57 -0400</pubDate>
      <description>
        <![CDATA[Future Royalties?  Helllooooo.....are you paying attention?  What Future are you referencing??  And like JJ is suddenly in VRNG's court???<br/><br/>Laches decision was the proverbial writing on the wall - constant infuriating delays, refusal to grant a quicky trial to correct an obvious jury goof-up, etc.....all just further confirmation that VRNG has a near impossible uphill battle on their hands.]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17711401</link>
      <guid isPermaLink="false">17711401</guid>
      <content>
        <![CDATA[You are correct it would be 'impossible'...inconce... that they would risk the whole $260 Billion company to avoid a very small settlement.....but then they aren't risking anything, cause they developed a work-around which works!  See....no risk, let alone risking the whole value of the company.   You can direct your frustration at JJ who made certain that VRNG gets very little in past damages.<br/><br/>Your mistake is that you believed the baloney that no work-around could be developed.]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 19:37:55 -0400</pubDate>
      <description>
        <![CDATA[You are correct it would be 'impossible'...inconce... that they would risk the whole $260 Billion company to avoid a very small settlement.....but then they aren't risking anything, cause they developed a work-around which works!  See....no risk, let alone risking the whole value of the company.   You can direct your frustration at JJ who made certain that VRNG gets very little in past damages.<br/><br/>Your mistake is that you believed the baloney that no work-around could be developed.]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17711201</link>
      <guid isPermaLink="false">17711201</guid>
      <content>
        <![CDATA[Quickly....you should contact GOOG and explain that the work-around which likely a small army of their top software engineers have developed just won't work or will cost them $ billions.  Where do you guys come from?  Honestly, you think they are deceiving the court?  They did it.....plain and simple  in spite of all the armchair experts who laughed at even considering the possibility.  <br/><br/>THERE IS a WORK-AROUND]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 19:29:01 -0400</pubDate>
      <description>
        <![CDATA[Quickly....you should contact GOOG and explain that the work-around which likely a small army of their top software engineers have developed just won't work or will cost them $ billions.  Where do you guys come from?  Honestly, you think they are deceiving the court?  They did it.....plain and simple  in spite of all the armchair experts who laughed at even considering the possibility.  <br/><br/>THERE IS a WORK-AROUND]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17711081</link>
      <guid isPermaLink="false">17711081</guid>
      <content>
        <![CDATA[Did you think maybe you could have waited for regular trading hours when options could be adjusted or unloaded?  ]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 19:22:21 -0400</pubDate>
      <description>
        <![CDATA[Did you think maybe you could have waited for regular trading hours when options could be adjusted or unloaded?  ]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17710991</link>
      <guid isPermaLink="false">17710991</guid>
      <content>
        <![CDATA[They aren't risking anything.....let alone the whole company - Geeeez!   They have a work-around, and it is non-infringing.  <br/><br/>Vringo gets almost nothing going back and almost nothing going forward.  ]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 19:20:23 -0400</pubDate>
      <description>
        <![CDATA[They aren't risking anything.....let alone the whole company - Geeeez!   They have a work-around, and it is non-infringing.  <br/><br/>Vringo gets almost nothing going back and almost nothing going forward.  ]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17710921</link>
      <guid isPermaLink="false">17710921</guid>
      <content>
        <![CDATA[Which is exactly why GOOG is almost certainly NOT playing a 'game'......they have developed a workaround and offered to meet so as to demonstrate.   You don't get it do you?  JJ isn't exactly in VRNG's court on this............it is thanks to JJ that VRNG has no past damages to speak of, and JJ's delays have only served to assist GOOG.  MSFT bargaining hand is now strengthened and you can forget any desire by MSFT to outright buy VRNG -]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 19:16:17 -0400</pubDate>
      <description>
        <![CDATA[Which is exactly why GOOG is almost certainly NOT playing a 'game'......they have developed a workaround and offered to meet so as to demonstrate.   You don't get it do you?  JJ isn't exactly in VRNG's court on this............it is thanks to JJ that VRNG has no past damages to speak of, and JJ's delays have only served to assist GOOG.  MSFT bargaining hand is now strengthened and you can forget any desire by MSFT to outright buy VRNG -]]>
      </description>
    </item>
    <item>
      <title>Google Claims To Have Defeated Vringo Search Patents</title>
      <link>http://seekingalpha.com/article/1345651/comments?source=feed#comment-17709021</link>
      <guid isPermaLink="false">17709021</guid>
      <content>
        <![CDATA[What difference does it make if they admit guilt?  The jury has already said they are guilty, but JJ made certain that they skate on past damages.  This, if true, also impacts the likelihood of a MSFT buyout - short term this is a potential disaster for VRNG and for all who are holding call options in expectation of a decent settlement.  Do we now know why the judge has been so infuriatingly slow to rule?  ]]>
      </content>
      <pubDate>Tue, 16 Apr 2013 18:14:58 -0400</pubDate>
      <description>
        <![CDATA[What difference does it make if they admit guilt?  The jury has already said they are guilty, but JJ made certain that they skate on past damages.  This, if true, also impacts the likelihood of a MSFT buyout - short term this is a potential disaster for VRNG and for all who are holding call options in expectation of a decent settlement.  Do we now know why the judge has been so infuriatingly slow to rule?  ]]>
      </description>
    </item>
    <item>
      <title>Is MGT About To Receive A Big Settlement?</title>
      <link>http://seekingalpha.com/article/1333911/comments?source=feed#comment-17495941</link>
      <guid isPermaLink="false">17495941</guid>
      <content>
        <![CDATA[John - Appears you left out some pretty important information mate?<br/><br/>Any comments in response to 'MGTrealism' s comment??<br/><br/>Well John?  John??  ]]>
      </content>
      <pubDate>Thu, 11 Apr 2013 11:43:59 -0400</pubDate>
      <description>
        <![CDATA[John - Appears you left out some pretty important information mate?<br/><br/>Any comments in response to 'MGTrealism' s comment??<br/><br/>Well John?  John??  ]]>
      </description>
    </item>
    <item>
      <title>Is MGT About To Receive A Big Settlement?</title>
      <link>http://seekingalpha.com/article/1333911/comments?source=feed#comment-17495081</link>
      <guid isPermaLink="false">17495081</guid>
      <content>
        <![CDATA[Excellent Retort MGTrealism.<br/><br/>Gotta watch these pumpers on SA with their very selective presentations! ]]>
      </content>
      <pubDate>Thu, 11 Apr 2013 11:28:13 -0400</pubDate>
      <description>
        <![CDATA[Excellent Retort MGTrealism.<br/><br/>Gotta watch these pumpers on SA with their very selective presentations! ]]>
      </description>
    </item>
    <item>
      <title>Vringo May Be Vetting A Buyer</title>
      <link>http://seekingalpha.com/article/1316901/comments?source=feed#comment-17469071</link>
      <guid isPermaLink="false">17469071</guid>
      <content>
        <![CDATA[Fortunate???  Are you kidding, for crying out loud.  Laches, Denial of 1-day trial to right a blatantly obvious jury goof-up, Infuriating foot dragging, etc....]]>
      </content>
      <pubDate>Wed, 10 Apr 2013 17:53:21 -0400</pubDate>
      <description>
        <![CDATA[Fortunate???  Are you kidding, for crying out loud.  Laches, Denial of 1-day trial to right a blatantly obvious jury goof-up, Infuriating foot dragging, etc....]]>
      </description>
    </item>
    <item>
      <title>Vringo May Be Vetting A Buyer</title>
      <link>http://seekingalpha.com/article/1316901/comments?source=feed#comment-17468741</link>
      <guid isPermaLink="false">17468741</guid>
      <content>
        <![CDATA[Odd....VHC hasn't been trading like 'dead money' this last week.]]>
      </content>
      <pubDate>Wed, 10 Apr 2013 17:41:35 -0400</pubDate>
      <description>
        <![CDATA[Odd....VHC hasn't been trading like 'dead money' this last week.]]>
      </description>
    </item>
    <item>
      <title>Where Is Exelixis In The Cancer Therapeutics Market?</title>
      <link>http://seekingalpha.com/article/1311331/comments?source=feed#comment-17347481</link>
      <guid isPermaLink="false">17347481</guid>
      <content>
        <![CDATA[Nice thorough analysis....it seems to me, sans unexpected serious bad news or market meltdown, that the risk is roughly a temporary15% slow bleed downward due to intransigent shorts/lack of immediate catalysts vs 50% absolute minimum upside (easily could see 200% in time) on foreign partnership/or outright compound sale as another poster has speculated - what isn't to like here except the potential dead-money aspect?  EXEL reminds me of ARIA back in 2010...]]>
      </content>
      <pubDate>Mon, 08 Apr 2013 08:25:59 -0400</pubDate>
      <description>
        <![CDATA[Nice thorough analysis....it seems to me, sans unexpected serious bad news or market meltdown, that the risk is roughly a temporary15% slow bleed downward due to intransigent shorts/lack of immediate catalysts vs 50% absolute minimum upside (easily could see 200% in time) on foreign partnership/or outright compound sale as another poster has speculated - what isn't to like here except the potential dead-money aspect?  EXEL reminds me of ARIA back in 2010...]]>
      </description>
    </item>
    <item>
      <title>The Outlook For U.S. Steelmakers Leads Me To Being Bullish On China's Steelmakers</title>
      <link>http://seekingalpha.com/article/1302921/comments?source=feed#comment-17068931</link>
      <guid isPermaLink="false">17068931</guid>
      <content>
        <![CDATA[Interesting article - caused me to expand my steel watchlist.  What I can't figure out, honestly, is why US steelmakers are not a great deal cheaper....I mean all things considered, why isn't AKS selling for $2.50 already?  ]]>
      </content>
      <pubDate>Mon, 01 Apr 2013 10:55:11 -0400</pubDate>
      <description>
        <![CDATA[Interesting article - caused me to expand my steel watchlist.  What I can't figure out, honestly, is why US steelmakers are not a great deal cheaper....I mean all things considered, why isn't AKS selling for $2.50 already?  ]]>
      </description>
    </item>
    <item>
      <title>Vringo Settlement Talks With Microsoft; Buyout Or License?</title>
      <link>http://seekingalpha.com/article/1309551/comments?source=feed#comment-17022831</link>
      <guid isPermaLink="false">17022831</guid>
      <content>
        <![CDATA[The 'problem' for VRNG is the length of time which the patents have left......well, and of course the laches decision which really took the air out of her sails.]]>
      </content>
      <pubDate>Sat, 30 Mar 2013 18:27:55 -0400</pubDate>
      <description>
        <![CDATA[The 'problem' for VRNG is the length of time which the patents have left......well, and of course the laches decision which really took the air out of her sails.]]>
      </description>
    </item>
    <item>
      <title>Millennial Media Could Be Zipping Higher Soon</title>
      <link>http://seekingalpha.com/article/1297371/comments?source=feed#comment-16886211</link>
      <guid isPermaLink="false">16886211</guid>
      <content>
        <![CDATA[Seems the screaming buy, considering the difference in valuation metrics, in this sector is Velti - of course with more competent mngt. at the helm, such as YHOO might provide, an acquisition of MM could make sense.  ]]>
      </content>
      <pubDate>Wed, 27 Mar 2013 12:26:49 -0400</pubDate>
      <description>
        <![CDATA[Seems the screaming buy, considering the difference in valuation metrics, in this sector is Velti - of course with more competent mngt. at the helm, such as YHOO might provide, an acquisition of MM could make sense.  ]]>
      </description>
    </item>
    <item>
      <title>MannKind: A Pure Speculative Bet</title>
      <link>http://seekingalpha.com/article/1289261/comments?source=feed#comment-16585781</link>
      <guid isPermaLink="false">16585781</guid>
      <content>
        <![CDATA[I think a sig. but generally underappreciated point to remember when trying to make a comparison of Afrezza with other already approved drugs is that MNKD is going for superiority....if they succeed on this, the FDA 'risk' is all but eliminated as it would seem about impossible for even the FDA Neanderthals to manufacture an excuse sufficiently plausible to justify denying full approval - regardless of whose BP ox may be gored in the long run. <br/><br/>From my research, Afrezza pretty much eliminates the dangers of the dreaded and potentially fatal hypogycemic attack....this is absolutely amazing and revolutionary. Of course there is the problem, especially among youthful diabetics, of compliance faiure...again, Afrezza will pretty much eliminate this issue for the vast majority. And then there is the increasing speculation that effective intervention among the pre-diabetic population might possibly prevent the development of full-blown diabetes - imagine the medical cost savings which Afrezza likely represents from just these aspects. Unless I am mistaken, Afrezza has never missed an endpoint in the many previous trials that have been conducted. Remember - superiority, not just equivalency.<br/><br/>Yep - I am way long MNKD]]>
      </content>
      <pubDate>Thu, 21 Mar 2013 00:41:48 -0400</pubDate>
      <description>
        <![CDATA[I think a sig. but generally underappreciated point to remember when trying to make a comparison of Afrezza with other already approved drugs is that MNKD is going for superiority....if they succeed on this, the FDA 'risk' is all but eliminated as it would seem about impossible for even the FDA Neanderthals to manufacture an excuse sufficiently plausible to justify denying full approval - regardless of whose BP ox may be gored in the long run. <br/><br/>From my research, Afrezza pretty much eliminates the dangers of the dreaded and potentially fatal hypogycemic attack....this is absolutely amazing and revolutionary. Of course there is the problem, especially among youthful diabetics, of compliance faiure...again, Afrezza will pretty much eliminate this issue for the vast majority. And then there is the increasing speculation that effective intervention among the pre-diabetic population might possibly prevent the development of full-blown diabetes - imagine the medical cost savings which Afrezza likely represents from just these aspects. Unless I am mistaken, Afrezza has never missed an endpoint in the many previous trials that have been conducted. Remember - superiority, not just equivalency.<br/><br/>Yep - I am way long MNKD]]>
      </description>
    </item>
    <item>
      <title>Short Vringo... Again?</title>
      <link>http://seekingalpha.com/article/1281461/comments?source=feed#comment-16430621</link>
      <guid isPermaLink="false">16430621</guid>
      <content>
        <![CDATA[Thanks for the heads-up on NQ.....wasn't aware of this one. Like with VHC, VRNG, HGSI, DNDN, and WDDD, the discerning reader can mine under-appreciated gems from the reccomendations of others, whether a 2-bagger, 4-bagger, or 10-plus....it is all easy money; with luck NQ holds the potential for at least a double if not your 4-fold expectations....unless of course the 2nd shoe is about to drop on the US Fed propped house of cards as in the 2nd leg down of the great depression - but then that is why one goes into UVXY as it approaches oversold conditions.<br/><br/>*Trading VRNG, UVXY and UGAZ shares - long May and Aug. VRNG $3 calls, plus a few select biotech and mining names names.]]>
      </content>
      <pubDate>Mon, 18 Mar 2013 08:20:39 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the heads-up on NQ.....wasn't aware of this one. Like with VHC, VRNG, HGSI, DNDN, and WDDD, the discerning reader can mine under-appreciated gems from the reccomendations of others, whether a 2-bagger, 4-bagger, or 10-plus....it is all easy money; with luck NQ holds the potential for at least a double if not your 4-fold expectations....unless of course the 2nd shoe is about to drop on the US Fed propped house of cards as in the 2nd leg down of the great depression - but then that is why one goes into UVXY as it approaches oversold conditions.<br/><br/>*Trading VRNG, UVXY and UGAZ shares - long May and Aug. VRNG $3 calls, plus a few select biotech and mining names names.]]>
      </description>
    </item>
    <item>
      <title>Correctly Reading Cash Flows And Balance Sheets: ImmunoCellular Vs. Northwest Biotherapeutics</title>
      <link>http://seekingalpha.com/article/1226151/comments?source=feed#comment-16024071</link>
      <guid isPermaLink="false">16024071</guid>
      <content>
        <![CDATA[Important to remember when comparing the two companies is that NWBO's treatment is expected to be applicable for at least 90% of those afflicted with GBM vs IMUC's treatment being applicable to from 50% to maybe 70%....these are rough figures from memory and IMUC apparently leans towards the higher figure. <br/><br/>I own both, but it seems possible, dare I conjecture even 'likely', that if IMUC's ICT-107 delivers near the efficacy stats which were involved in the PI trial, and considering the excellent SE profile plus lack of any other effective treatment....that EVEN the FDA might be hard pressed to demand a P-III trial and the subsequent further 2 to 3 year delay. I suspect instead they will get the green light to file immediately; FDA still has egg on their face for forcing a needless multi-year delay of Dendreon's Provenge, their double-dealing regarding MNKD's Afrezza, and a long past history of similarly absurd goal-post moving delays. Since the agency is without any genuine oversight, we can only hope, for the sake of the afflicted, that adults may finally be at the helm of FDA. Luckily, NWBO's fate, by virtue of their international dual-prong trial approach, will not be totally in the hands of the past-proven fickle obstructionist FDA bureaucrats - this can be a very very big deal if IMUC, regardless of indicated efficacy, is forced to run a standard P-III trial. <br/><br/>Another thing to keep in mind is that NWBO, in their last dilutive financing, tried to raise about double what they ended up settling for - again if memory serves me correctly....thus their continued financial shoestring condition. ]]>
      </content>
      <pubDate>Fri, 08 Mar 2013 08:15:03 -0500</pubDate>
      <description>
        <![CDATA[Important to remember when comparing the two companies is that NWBO's treatment is expected to be applicable for at least 90% of those afflicted with GBM vs IMUC's treatment being applicable to from 50% to maybe 70%....these are rough figures from memory and IMUC apparently leans towards the higher figure. <br/><br/>I own both, but it seems possible, dare I conjecture even 'likely', that if IMUC's ICT-107 delivers near the efficacy stats which were involved in the PI trial, and considering the excellent SE profile plus lack of any other effective treatment....that EVEN the FDA might be hard pressed to demand a P-III trial and the subsequent further 2 to 3 year delay. I suspect instead they will get the green light to file immediately; FDA still has egg on their face for forcing a needless multi-year delay of Dendreon's Provenge, their double-dealing regarding MNKD's Afrezza, and a long past history of similarly absurd goal-post moving delays. Since the agency is without any genuine oversight, we can only hope, for the sake of the afflicted, that adults may finally be at the helm of FDA. Luckily, NWBO's fate, by virtue of their international dual-prong trial approach, will not be totally in the hands of the past-proven fickle obstructionist FDA bureaucrats - this can be a very very big deal if IMUC, regardless of indicated efficacy, is forced to run a standard P-III trial. <br/><br/>Another thing to keep in mind is that NWBO, in their last dilutive financing, tried to raise about double what they ended up settling for - again if memory serves me correctly....thus their continued financial shoestring condition. ]]>
      </description>
    </item>
    <item>
      <title>The Dendreon Bear Raid Of 2009: Chasing The Perpetrators</title>
      <link>http://seekingalpha.com/article/1242301/comments?source=feed#comment-15840301</link>
      <guid isPermaLink="false">15840301</guid>
      <content>
        <![CDATA[Thanks Ted for all your efforts regarding DNDN.....no one gets away with anything in the end - accounts will be settled by the One to whom we all must give account; not of immediate comfort, but definately comforting from the long-term perspective. As you and others have acknowledged previously.....many tens of thousands of men were denied a potentially life prolonging/saving treatment, abondened to suffer terribly and needlessly, by a relatively few truly corrupted and wicked men - they have blood on their hands and all will be held accountable. <br/><br/>Best2Ualways -<br/>Long VICL, MNKD, DNDN, NWBO and ADXS]]>
      </content>
      <pubDate>Mon, 04 Mar 2013 23:52:46 -0500</pubDate>
      <description>
        <![CDATA[Thanks Ted for all your efforts regarding DNDN.....no one gets away with anything in the end - accounts will be settled by the One to whom we all must give account; not of immediate comfort, but definately comforting from the long-term perspective. As you and others have acknowledged previously.....many tens of thousands of men were denied a potentially life prolonging/saving treatment, abondened to suffer terribly and needlessly, by a relatively few truly corrupted and wicked men - they have blood on their hands and all will be held accountable. <br/><br/>Best2Ualways -<br/>Long VICL, MNKD, DNDN, NWBO and ADXS]]>
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