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in4thelonghaul

in4thelonghaul
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  • 5 Short Interest Rises To Ponder [View article]
    The upcoming DNDN CFO departure seems to only highlight the increasingly dire financial straits the company is facing.....Deutsche Bank downgrading to 'sell' and Wedbush even actually slapping a price target of 'zero' on them recently merely reflects the growing sentiment among the analyst community that Dendreon simply may not be able to turn the ship around at all, or at least before the need of massive dilution; all things considered, one wonders if DNDN longs may wake up soon to a 40%, even 50% dilution headline.

    Management of these small developmental biotechs can be the difference between success and failure, often regardless the potential of their respective treatments....I doubt many would argue that Dendreon's prior management missteps have all but shipwrecked this once promising pioneer in the still promising field of active immunotherapy.
    Sep 16, 2013. 12:46 AM | Likes Like |Link to Comment
  • What It Really Costs To Mine Silver: The Hecla Mining Second Quarter Edition [View article]
    Excellent comments/questions....
    Sep 11, 2013. 08:38 AM | Likes Like |Link to Comment
  • Terminal Diagnosis: Despite What You May Have Heard, Dendreon Is A 'Dead Company Walking' [View article]
    What are you like 12 years old? Of course it works.....for crying out loud. It has been proven to work and it does so with no serious side effects as well. You may think it doesn't 'work' well enough, but that is a different story.
    Aug 26, 2013. 01:01 PM | 3 Likes Like |Link to Comment
  • Advanced Cell Technology: Investors Should Consider Selling [View article]
    Sell near the bottom.....yeah great advice, then when news leaks of another trial participant with astounding vision improvement the seller can chase shares at .21. Criticisms are valid, conclusion is weak and silly.
    Aug 20, 2013. 10:21 AM | 6 Likes Like |Link to Comment
  • MannKind's Latest Data [View article]
    Laughable & weak hit piece. Obviously the shorts are worried, and likely dug in deeper than ever. The injectable market which Afrezza targets is somewhere in the vicinity of $20 billion. MNKD will likely capture at least 35% in time. Hmmmm, MNKD with revenue of say $6 billion, and it could be more with time....450 M shares outstanding, a profit margin of say 35% - slap on P/S metric of 10. What's that spell? A share price in excess of $125

    Next up will AF out with some similar negatively biased piece. Love it when shorty finds themselves in a real bind.
    Aug 16, 2013. 09:34 AM | 2 Likes Like |Link to Comment
  • Are Facebook, Twitter And Google Infringing Vringo's Quantumstream Patents? [View article]
    Thanks Daniel for your effort here. Do you have an opinion as regards why the honorable JJ still has not ruled...I am not a lawyer, but isn't his delay pushing the bounds to the point of jeopardizing even the appearance of judicial impartiality? Not to infer that anyone with a position of judicial oversight really cares.
    Aug 13, 2013. 02:03 PM | 3 Likes Like |Link to Comment
  • Lazanda A Good Fit For Depomed [View article]
    Thanks Jason....outstanding article as usual.
    Aug 1, 2013. 01:40 PM | Likes Like |Link to Comment
  • Sequenom Billing Code Drama An Opportunity For Long-Term Investors [View article]
    >>Sequenom finished Q2 2013 with a 50/50 mix of cash and short term investments totaling $106.9 million. With a fairly steady burn rate of about $30 million per quarter, the company will most likely initiate another equity offering before turning the profitability corner.<<

    Guess it is no wonder that the shorts aren't covering.
    Jul 31, 2013. 06:18 PM | Likes Like |Link to Comment
  • Brigus Gold - Will The Foxes Get Killed? [View article]
    Amazing.....mngt. has admitted their full all-in cost of production, everything included, is likely ~ $1200...my guess is it is more likely $1250 p/oz, and yet some investors will dispute! Truly Bizarre.
    Jul 23, 2013. 12:20 PM | 1 Like Like |Link to Comment
  • Brigus Gold - Will The Foxes Get Killed? [View article]
    Sir, you are simply wrong.......few gold miners can produce product for an all-in cost of below $1200
    Jul 23, 2013. 12:18 PM | Likes Like |Link to Comment
  • GeneNews: The Market Leader In Colorectal Cancer Molecular Diagnostics [View article]
    Seems a no-brainer that those numbers for accuracy and sensitivity are going to have to climb into the 90 percent range for this company to become a commercial success.
    Jul 8, 2013. 08:16 AM | Likes Like |Link to Comment
  • New Monetization Changes Pay Off For Glu Mobile [View article]
    Excellent article Brandon...

    Lots of positive catalysts seemingly coming together...all eyes are obviously on the real-money angle. Shorts obviously are holding steady, but at least not piling on further...my guess is they are playing for an upcoming dilution, and apparently aren't concerned an offer for the company might surface. I entered recently, though their cash position and the recent weak market has kept me from jumping in as aggressively as I would have liked. You only have a few articles - judging from this one you have the ability to produce useful quality work...keep striving to make each one just a bit better than the last.

    Cheers....
    Jun 21, 2013. 11:47 PM | Likes Like |Link to Comment
  • The Cost Of Mining Gold: A 101, And A Critique [View article]
    Thanks for your effort with this article....though I have to side with Hebba, as I want to know the 'worst case' or rather the most accurate true cost of production. BTW, there is no way in hades that AUY is producing gold for $800 per oz., or anywhere near that. Of course one needs to factor in political risk as a criteria before plunking down hard earned currency. Personally I place a high premium on miners, gold or silver, whose production is in Canada and Mexico.
    Jun 19, 2013. 01:08 PM | 1 Like Like |Link to Comment
  • MannKind: Facts And Fundamentals Over Fiction And Fear [View article]
    Personally, I don't think for a moment that the timing of all that negativity was coincidental, however it was a given that the shorts would not allow MNKD to remain in such an overbought state; some entity or possibly a couple had been pressuring the shorts relentlessly, not allowing them to settle cheaply....just a matter of time until they coordinated a serious bear-raid. As for the participants...nothing is too absurd to originate from The Street, and only fools even read The Fools anymore - must admit I was totally surprised at The Fly and their incredible gaff, though I thought MNKD's s/p was below $6 before that even hit. No matter, those aware of the huge potential which Afrezza represents likely welcomed the momentary opportunity provided...I jumped back in at $5.87, and was hoping the drop would take us to $5.35ish - no such luck; too bad we have to wait so long to get a read on how well the shorts played their hand; my guess is they are still in way way too deep.

    Cheers mate -
    Jun 19, 2013. 09:11 AM | Likes Like |Link to Comment
  • Sequenom: Disruptive Innovation Is Driving Investment In NIPT [View article]
    Based on nothing, but my guess is SQNM is bargaining for roughly $2100 reimbursement, and insurance companies are holding out for more like $1100. Seems likely this is why the short position is so intransigent...they are figuring the commoditization/compet... will make it very difficult for SQNM to make much profit with their current business model. Obviously, an eventual clear-cut win on the IP/judicial front will be a game changer for SQNM...if it comes.
    Jun 5, 2013. 10:42 AM | Likes Like |Link to Comment
COMMENTS STATS
264 Comments
435 Likes