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in4thelonghaul

in4thelonghaul
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  • 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, 2013. 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, 2013. 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, 2013. 07:16 PM | 1 Like Like |Link to Comment
  • 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?
    Apr 16, 2013. 06:14 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
264 Comments
435 Likes