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in4thelonghaul

in4thelonghaul
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  • 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 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 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 09:37 AM | 7 Likes Like |Link to Comment
  • 5 Rallying Stocks Under $10 Poised For Notable Upside In 2013 [View article]
    I agree BRCD is an acquisition target, but a $20 target???? That just isn't realistic.....even if they delivered a couple consecutive sunningly positive earnings/guidance releases. I think the max they will go for, even assuming an excellent upcomings earnings/guidance report, will be $12
    Jan 10 02:02 PM | Likes Like |Link to Comment
  • 5 Rallying Stocks Under $10 Poised For Notable Upside In 2013 [View article]
    BRCD has been executing well, and is far from a 'sinkhole'....now if they were to miss or guide down come earnings, well that is left to conjecture for us retail who lack the well paid for 'insight' so common in the WS big leagues. IMO, BRCD is a prime acquisition target - now that Klayco is apparently out of the picture. It does seem very very odd that BRCD's BOD can't seem to find a CEO - but does that play into my acquisition thesis....not much more than a month before we see whether they continue to execute as they have of late.
    Jan 10 11:18 AM | Likes Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    Are you 12 years old, or just an idiot? LOL
    Jan 4 09:33 AM | Likes Like |Link to Comment
  • Long Opportunity Emerges As Sangamo Leverages Gene Editing To Hemophilia, Huntington's, Other Genetic Diseases [View article]
    Excellent, well balanced effort - thx.
    Jan 4 08:16 AM | Likes Like |Link to Comment
  • How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
    Well, I for one appreciate grobertson1's viewpoint......and I fail to see how it can be fairly viewed as any type of harassment. I am here to be educated, and that includes reading best case positives along with highly negative opinions, or just opinions urging 'caution'. BTW, very rarely does a company wait until the very last minute to raise capital.....for obvious reasons - over the last 12 years I have lost count of the times dev. biotech CEOs have said they have enough capital to last thru the next 12 months, only to turn around and dilute the shareholders long before those 12 months have elapsed; sometimes it is only a few months! You/grobertson1 bring up an interesting point regarding just why AXPW hasn't been taken out, or at entered into a mutually beneficial partnership arrangement with one of the industry's better funded major players.....and I don't buy the anti-trust issue, though I am not certain on that front.

    Of course, AXPW may be just weeks away from such a partnership announcement, or a s/p boosting announcement regarding firm orders or collaboration which will allow a capital raise at far far higher prices than the current 29 cent level we are at currently.

    Keep up the great work John - always an education reading your efforts and the varied replies you receive.
    Dec 28 01:29 PM | 7 Likes Like |Link to Comment
  • Investments In Novel IL-12 Adminstration Platforms In The Fight Against Cancer [View article]
    "Interim data in the 15-patient trial noted 13 subjects were evaluable at 39 days, 9 at 90 days and 2 at 180 days. 95% of treated lesions demonstrated response at 39 days (14% stable disease (SD), 42% partial response (PR), 39% complete response (CR), at 90 days results were (50% PR, 45% CR) and at 180 days (33% PR and 77% CR). At 180 days, 2 subjects were evaluable for ORR (per the trial's design, ORR is to be measured at 180 days). Of the 2 evaluable patients, 1 had a confirmed stable disease."

    Wow.....only 2 at 180 days -
    Dec 27 04:54 AM | Likes Like |Link to Comment
  • Enterprise Sales Are Increasing, Is It Time To Buy OCZ? [View article]
    Seems smarter to get a bit more, if they can....thinking 50 million shares at $1.20ish.
    Dec 26 06:00 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: An Analysis Of The USPTO Re-Examination Debate [View article]
    Georgi -

    Simply an outstanding effort on your part...
    Dec 14 03:05 PM | 5 Likes Like |Link to Comment
  • Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]
    Thankyou for your thoughtful reply and please forgive the 'L' instead of the 'I'....don't know how I did that.

    Also, please understand there was no disrespect in my initial remark. It seems, over the years, that unscrupulous and underhanded dealings are encountered ever more frequently in America....maybe the world in general. In the end, no one truly gets away with anything, as there is a final day of reckoning for us all.
    Dec 14 08:08 AM | Likes Like |Link to Comment
  • Will Patent Office Eliminate Vringo's Right To Future Royalties From Google? [View article]
    Dan -

    A number of posters have brought up the point that: "The courts have ruled a patent eventually being found invalid after being valid, does not disturb courts ruling or alter the binding effects on the parties." Am I wrong then in concluding that the title of this article is misleading? You don't seem to wish to address this aspect.

    Also, other posters have used your own words which indicate the process of the USPTO, as regards determing the full validity of VRNG's patents, is likely to take quite a bit longer than 2 or 3 months - you don't seem to wish to address this either; apparently it doesn't matter what they rule anyway!

    I am perplexed here, to be honest - are you presenting an intentionally misleading and/or biased representation of this whole VRNG/GOOG 'situation'?
    Dec 14 07:25 AM | Likes Like |Link to Comment
  • Cisco's Meraki Acquisition Will Post Gains 'For Years To Come' [View article]
    Interesting, your comments regarding BRCD.....we have been periodically hearing the same about their looming inability to compete and need to be acquired for a number of years yet they managed to survive with quite healthy margins and recently exceeded earnings expectations - (...with revenue, net income, and operating cash flow up..."Our product portfolio across all areas of our business is the strongest it has ever been and we are driving industry transformation in emerging areas of growth including virtualized data centers, cloud computing, and software-defined networking.") Considering Brocade's recent acquisition of privately held Vyatta.....doesn't seem as though they are quite ready to roll over and give up, however I have always felt BRCD's CEO Klayco was incredibly overpaid and was the one who always stood in the way of the company being acquired; his announced resignation should definately open the doors for renewed M&A speculation if not an outright deal.

    Assuming you are correct about Brocade, which campanies do you see as most likely acquirers and why isn't WS bidding up the stock in anticipation?
    Dec 13 03:06 PM | Likes Like |Link to Comment
  • Galena Biopharma: Recent Developments Paint A Picture Of The Year Ahead [View article]
    Sorry Dr. Loannides -

    I am having a bit of trouble following exactly what you are trying to convey here. Obviously you feel there is some malfeasance being perpetrated......maybe you could have someone better versed in English read and post the final draft of your thoughts regarding GALE.
    Dec 13 02:44 PM | Likes Like |Link to Comment
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