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in4thelonghaul

in4thelonghaul
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  • Is MGT About To Receive A Big Settlement? [View article]
    John - Appears you left out some pretty important information mate?

    Any comments in response to 'MGTrealism' s comment??

    Well John? John??
    Apr 11, 2013. 11:43 AM | 1 Like Like |Link to Comment
  • Is MGT About To Receive A Big Settlement? [View article]
    Excellent Retort MGTrealism.

    Gotta watch these pumpers on SA with their very selective presentations!
    Apr 11, 2013. 11:28 AM | 2 Likes Like |Link to Comment
  • Vringo May Be Vetting A Buyer [View article]
    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....
    Apr 10, 2013. 05:53 PM | Likes Like |Link to Comment
  • Vringo May Be Vetting A Buyer [View article]
    Odd....VHC hasn't been trading like 'dead money' this last week.
    Apr 10, 2013. 05:41 PM | Likes Like |Link to Comment
  • Where Is Exelixis In The Cancer Therapeutics Market? [View article]
    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...
    Apr 8, 2013. 08:25 AM | Likes Like |Link to Comment
  • The Outlook For U.S. Steelmakers Leads Me To Being Bullish On China's Steelmakers [View article]
    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?
    Apr 1, 2013. 10:55 AM | Likes Like |Link to Comment
  • Vringo Settlement Talks With Microsoft; Buyout Or License? [View article]
    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.
    Mar 30, 2013. 06:27 PM | Likes Like |Link to Comment
  • Millennial Media Could Be Zipping Higher Soon [View article]
    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.
    Mar 27, 2013. 12:26 PM | Likes Like |Link to Comment
  • MannKind: A Pure Speculative Bet [View article]
    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.

    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.

    Yep - I am way long MNKD
    Mar 21, 2013. 12:41 AM | 2 Likes Like |Link to Comment
  • Short Vringo... Again? [View article]
    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.

    *Trading VRNG, UVXY and UGAZ shares - long May and Aug. VRNG $3 calls, plus a few select biotech and mining names names.
    Mar 18, 2013. 08:20 AM | Likes Like |Link to Comment
  • The Dendreon Bear Raid Of 2009: Chasing The Perpetrators [View article]
    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.

    Best2Ualways -
    Long VICL, MNKD, DNDN, NWBO and ADXS
    Mar 4, 2013. 11:52 PM | Likes Like |Link to Comment
  • Pengrowth Energy: A 53% Discount To Book Value Plus A 12% Yield [View article]
    Well, this just out Thursday evening after hours:

    >Pengrowth Energy announces a 55% increase in 2012 year-end proved plus probably reserves and replacement of 672% of production.<

    Won't help much should they announce a divident cut tomorrow.
    Feb 28, 2013. 08:37 PM | Likes Like |Link to Comment
  • Following The Smart Money In The Intellectual Property Battle [View article]
    Amy....you have left out WDDD - the one which hasn't left the station...YET!!!

    If you are going to write these articles, you might as well put some serious DD into your work.
    Feb 28, 2013. 09:50 AM | 2 Likes Like |Link to Comment
  • VirnetX Begins Cornering Apple In Patent Fight [View article]
    Nice article....

    That being said, VHC has gone from a s/p under a buck to a market cap of roughly $1.8 billion (YHOO figures) - honestly, isn't pretty much all the 'value' already baked in? Unfortunately I was totally oblivious to the whole VHC story and thus missed the boat.

    The big question now is 'what is the next VHC'??? It seems you have abstained from writing on the VRNG story, though you surely must be aware....any thoughts on this?
    Feb 21, 2013. 09:06 AM | Likes Like |Link to Comment
  • Northwest Biotherapeutics: A Critique Of Adam Feuerstein Of TheStreet's Recent Analysis [View article]
    Thanks for your as always excellent article - and especially for making the effort to expose AF for newbies which may not be aware of his general reputation.

    IMO, AF's viewpoint rarely influences anyone with any experience in biotech - in short he is considered an attack yorkie in service of the short hedgies....and is pretty much considered laughable as his 'mistakes' are so frequent as to display only the most rudimentary and superficial understanding of trial design/results. If anything, AF's neg. opinion of NWBO will influence me to invest even more capital in NWBO...I just wish he would do a hit piece on ADXS - LOL
    Feb 19, 2013. 09:37 AM | 7 Likes Like |Link to Comment
COMMENTS STATS
305 Comments
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