Seeking Alpha

in4thelonghaul

in4thelonghaul
Send Message
View as an RSS Feed
View in4thelonghaul's Comments BY TICKER:
Latest  |  Highest rated
  • Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
    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.

    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.
    May 17 10:06 PM | Likes Like |Link to Comment
  • An Industry Outlook With Analyst Vernon Bernardino [View article]
    Nice article Brian.......looking forward to further coverage.
    Apr 25 12:54 PM | Likes Like |Link to Comment
  • Gold Mining Stocks: Cheap Or Good Value? [View article]
    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.

    Long NUGT, GG, AUY, BRD, AG and USLV.....
    Apr 25 09:36 AM | Likes Like |Link to Comment
  • Quicksilver Resources: 25% Barnett Sale Is A Positive, But Challenges Remain [View article]
    Outstanding article........much appreciated.
    Apr 23 02:39 PM | Likes Like |Link to Comment
  • 2 Undervalued Immunotherapy Picks [View article]
    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 & 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.

    Just a heads-up is all.

    Apr 22 08:22 PM | 1 Like Like |Link to Comment
  • Northwest Biotherapeutics, Statistically Speaking [View article]
    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.

    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.
    Apr 19 09:42 AM | 1 Like Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    Material aspect is interesting.....but the full effect may just now be sinking in - won't have long to wait to be certain.
    Apr 16 08:31 PM | Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    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.
    Apr 16 08:07 PM | Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    Just wait till tomorrow.....then we can cast a judgement regarding CNBC.
    Apr 16 08:01 PM | Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    Future Royalties? Helllooooo.....are you paying attention? What Future are you referencing?? And like JJ is suddenly in VRNG's court???

    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.
    Apr 16 07:47 PM | 2 Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    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.

    Your mistake is that you believed the baloney that no work-around could be developed.
    Apr 16 07:37 PM | 1 Like Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    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.

    THERE IS a WORK-AROUND
    Apr 16 07:29 PM | 4 Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    Did you think maybe you could have waited for regular trading hours when options could be adjusted or unloaded?
    Apr 16 07:22 PM | Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    They aren't risking anything.....let alone the whole company - Geeeez! They have a work-around, and it is non-infringing.

    Vringo gets almost nothing going back and almost nothing going forward.
    Apr 16 07:20 PM | 1 Like Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    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 -
    Apr 16 07:16 PM | 1 Like Like |Link to Comment
COMMENTS STATS
234 Comments
336 Likes