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in4thelonghaul

in4thelonghaul
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  • 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
  • Long MannKind's Afrezza: Shares Versus A Bull Call Spread [View article]
    This is your first ever post on SA.....and you are now reporting to all that unreported results are going staggeringly well as regards efficacy??? Yeah, right........and you know this how? Provide a link or get lost.
    Dec 9 07:25 PM | 1 Like Like |Link to Comment
  • 2 Oversold Stocks Under $5 Being Snapped Up By Insiders [View article]
    Sorry.....my bad I meant 200 million additional shares. My understanding is current share count is now approx. 350 million shares - thus the authorization will bring the potential share count to 550 million shares. The vote is scheduled for 12/20, or 12/21....but since A.Mann controls such a large percentage of the company shares it seems a given the authorization will go forward.
    Dec 9 05:31 PM | Likes Like |Link to Comment
  • MGT Capital A Better Bet Than Vringo At 1/20th Its Valuation [View article]
    Interesting - I wasn't aware of MGT, thus your article achieved its purpose as a simple heads-up and beginning point for further investigation. As for some of the complaints regarding 'ticker spam' - well, without the VRNG link many wouldn't have bothered, so it seems finding fault is questionable; at least there are other SA articles which present the case re. MGT.
    Dec 7 09:28 AM | 1 Like Like |Link to Comment
  • Why I Believe Oncothyreon Is The Stock To Own Into 2013 [View article]
    "Delay is never a good indication."

    You sir, simply do not know what you are talking about. Your statement is absurd.
    Dec 5 09:33 AM | Likes Like |Link to Comment
  • 2 Oversold Stocks Under $5 Being Snapped Up By Insiders [View article]
    Two recent very hefty dilutions - both after indicating the company was progressing on the partnership front and would only resort to "minimal" dilutive financing if required! Now MNKD is seeking a vote to authorize the registration of an additional 200K shares...that is over a 50% increase!! Mngt. credibility is paramount in any microcap....MNKD mngt. has a track record of indicating one thing and doing something substantially different. Why in the world, after two highly dilutive financing deals, would MNKD so soon need to seek a massive increase in the number of shares? This is just a heads-up to those who are unaware of MNKD management's recent track record regarding dilutions, and their apparent unusual interpretation of the term 'minimally dilutive'.
    Nov 26 08:42 AM | Likes Like |Link to Comment
  • Dynavax Crashes On Unexpected Panel Vote [View article]
    Sadly, the FDA makes no pretense or even bothers with proper dilligence - reason is they have no true oversight and no fear what-so-ever. And thus, of course, an ever larger group of retail rightly decide to pull out of this totally rigged market; note the almost continuous weekly withdrawals from domestic stock funds: "for the 17th consecutive week, and excluding tiny inflows of $95 million in the week of July 18 and $907 million in the week ended May 30, has pulled money from stocks for an unprecedented 39 consecutive weeks, with $6.6 billion pulled out in the last week, the most since the first week of October. In fact going back to the beginning of 2010, according to ICI, while $44.5 billion has been invested into domestic equity stock funds, $412 billion has been pulled out. Where has the money gone on an almost dollar for dollar basis: bonds, confirming that the New Normal mantra is all about return of capital." - (from ZeroHedge -11/21/2012)

    As one comment already mentioned - the first review of ARNA's weightloss drug is another blatant example of a completely biased chairman & stacked review panel...and there are so many more. The trick with biotech is to only be playing with house-money going into such proceedings where the thoroughly and blatanty corrupt FDA is involved - or be on the sidelines ready to profit from the short covering bounce. Smart biotech CEOs persue both American & European approval simultaneously ie., NWBO - something Al Mann of MNKD should have done with their inhalable insulin not so long ago.

    Many hard lessons enabled me to dodge the DVAX bullet this time. *A good opportunity is presenting itself with VICL - buy enough on the recent dip to be playing with house-money going into the next s/p spike.
    Nov 24 04:23 AM | Likes Like |Link to Comment
  • Dynavax Crashes On Unexpected Panel Vote [View article]
    Sadly, the FDA makes no pretense or even bothers with proper dilligence - reason is they have no true oversight and no fear what-so-ever. And thus, of course, an ever larger group of retail rightly decide to pull out of this totally rigged market; note the almost continuous weekly withdrawals from domestic stock funds: "for the 17th consecutive week, and excluding tiny inflows of $95 million in the week of July 18 and $907 million in the week ended May 30, has pulled money from stocks for an unprecedented 39 consecutive weeks, with $6.6 billion pulled out in the last week, the most since the first week of October. In fact going back to the beginning of 2010, according to ICI, while $44.5 billion has been invested into domestic equity stock funds, $412 billion has been pulled out. Where has the money gone on an almost dollar for dollar basis: bonds, confirming that the New Normal mantra is all about return of capital." - (from ZeroHedge -11/21/2012)

    As one comment already mentioned - the first review of ARNA's weightloss drug is another blatant example of a completely stacked review panel...and there are so many more. The trick with biotech is to only be playing with house-money going into such proceedings where the thoroughly and blatanty corrupt FDA is involved - or be on the sidelines ready to profit from the short covering bounce. Smart biotech CEOs persue both American & European approval simultaneously ie., NWBO - something Al Mann of MNKD should have done with their inhalable insulin not so long ago.

    Many hard lessons enabled me to dodge the DVAX bullet this time. *A good opportunity is presenting itself with VICL - buy enough on the recent dip to be playing with house-money going into the next s/p spike.
    Nov 24 04:20 AM | Likes Like |Link to Comment
  • Gold Miners Are Struggling, But Yamana Is A Buy - Here's Why [View article]
    Would much prefer to read an article on the most promising juniors...RBY with its recent bounce off potential support just under $3 appears to offer an excellent opportunity for outsized gains - of course the risk is higher as well. Was actually hoping the miner correction would provide the opportunity to enter RBY closer to $2.50ish, but that will take another blow to Europe with the subsequent strenghtening of the dolloar - could still happen. Seems a no-brainer that RBY will be acquired by GG at some point in the future; an easy double from the current $3ish s/p....can't see AUY matching such potential gains.
    Nov 23 10:06 AM | Likes Like |Link to Comment
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240 Comments
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