Google Claims To Have Defeated Vringo Search Patents [View article]
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?
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....
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...
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?
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.
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.
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.
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.
Correctly Reading Cash Flows And Balance Sheets: ImmunoCellular Vs. Northwest Biotherapeutics [View article]
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.
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.
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.
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
Google Claims To Have Defeated Vringo Search Patents [View article]
Is MGT About To Receive A Big Settlement? [View article]
Any comments in response to 'MGTrealism' s comment??
Well John? John??
Is MGT About To Receive A Big Settlement? [View article]
Gotta watch these pumpers on SA with their very selective presentations!
Vringo May Be Vetting A Buyer [View article]
Vringo May Be Vetting A Buyer [View article]
Where Is Exelixis In The Cancer Therapeutics Market? [View article]
The Outlook For U.S. Steelmakers Leads Me To Being Bullish On China's Steelmakers [View article]
Vringo Settlement Talks With Microsoft; Buyout Or License? [View article]
Millennial Media Could Be Zipping Higher Soon [View article]
MannKind: A Pure Speculative Bet [View article]
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
Short Vringo... Again? [View article]
*Trading VRNG, UVXY and UGAZ shares - long May and Aug. VRNG $3 calls, plus a few select biotech and mining names names.
Correctly Reading Cash Flows And Balance Sheets: ImmunoCellular Vs. Northwest Biotherapeutics [View article]
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.
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.
The Dendreon Bear Raid Of 2009: Chasing The Perpetrators [View article]
Best2Ualways -
Long VICL, MNKD, DNDN, NWBO and ADXS
Pengrowth Energy: A 53% Discount To Book Value Plus A 12% Yield [View article]
>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.
Following The Smart Money In The Intellectual Property Battle [View article]
If you are going to write these articles, you might as well put some serious DD into your work.