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in4thelonghaul

in4thelonghaul
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  • 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
  • Therapeutic Cancer Vaccines: From The Underwhelming To The Exciting [View article]
    Thanks Ted for always making certain Provenge efficacy is correctly reported....and of course in addition to the OS increase, Provenge provides an incredible 'quality of life' benefit - not to mention there appears a subset of recipients who respond phenomenally. With earlier use in the disease process who can say what efficacy stats may become evident in time. What a shame that Dendreon was so poorly managed for so many years.

    Besides NWBO and ONTY mentioned in the article, and the not mentioned IMUC & CLDX, another potentially promising under-followed dev. biotech is Advaxis (ADXS) with a measly MC of around $14 million; though not as far along, being only in P-2 for cervical cancer/CIN, they appear to be matching or exceeding best SOC but without the usual serious side effects of chemo.

    From their site:

    "Advaxis uses live, attenuated bioengineered Listeria monocytogenes as a therapeutic agent. We start with a live, attenuated strain of Listeria then add multiple copies of a plasmid that encodes a fusion protein sequence including a fragment of the LLO (listeriolysin O) molecule joined to the antigen of interest. This fusion protein is secreted by the Listeria inside the antigen presenting cells, and other cells, which has been shown to result in a strong stimulation of both the innate and adaptive arms of the immune system and a reduction in tumor defense mechanisms.

    And from YHOO Bus. Summary:

    "The company’s platform technology generates an immune response by serving as its own adjuvant, directing antigen presentation, increasing tumor infiltrating killer T-cells, and decreasing Tregs/MDSCs in the tumor. It has approximately 19 distinct constructs in various stages of development, directly developed by the company and through strategic collaborations with recognized centers, such as the National Cancer Institute, Cancer Research-the United Kingdom, the Wistar Institute, and the University of Pennsylvania. The company’s immunotherapies in development stage include ADXS-HPV that is being evaluated for cervical intraepithelial neoplasia, cervical cancer, and head and neck cancer. Its immunotherapies in development stage also comprise ADXS-PSA for prostate cancer; and ADXS-HER2 for canine osteosarcoma, as well as for HER2 expressing cancers, such as breast, gastric, bladder, brain, pancreatic, and ovarian cancers."

    Looks like next ADXS cervical cancer efficacy indications won't be in until Q12013 at the earliest. An interesting aspect of the ADXS approach is that their treatment can be produced at a fraction of the cost of treatments such as Provenge. Just a heads up is all.
    Nov 22 05:50 PM | 1 Like Like |Link to Comment
  • Axion Power: A Battery Manufacturer Charging Forward [View article]
    Just my guess, but it strikes me as likely that Axion will seek additional operating capital well before end of Q1-2013.
    Nov 20 08:22 PM | 2 Likes Like |Link to Comment
  • Will Dilution Wash Out OCZ Technology Shareholders? [View article]
    Seems OCZ might be a good speculative buy at about 85 cents.
    Nov 20 07:12 PM | Likes Like |Link to Comment
  • With Share Offering Registration And Trial Enrollment Complete, Time To Buy MannKind [View article]
    IMUC won't have ICT-107 PII results out by the end of the year, not even interim results will be out until next year.
    Oct 18 11:45 PM | Likes Like |Link to Comment
  • Northwest Biotherapeutics Surges On Perfect Storm Of Short Squeeze, New Buying Interest [View article]
    Nice rendition of the efficacy achievements to date for CLDX's Rindopeimut (CDX-110).

    My understanding is that NWBO's DCVax-L, in their phase-1 trial, has achieved 55% OS at 3 years...uncertain if they have 4 year survival stats. Somewhere I read that 50% (8 /16) recipients of IMUC's ICT-107 reached 4 year survival from their phase-1 trial...with 3 of those achieving over 5 year survival - but another read placed the 4-yr OS at 'only' 6 of 16, so I am uncertain as to the correct figures on this; maybe Larry can clarify if he chooses to respond. It does appear that CLDX has more 'trials under the belt' so to speak, so may have an easier time with the FDA assuming positive trial results are again delivered in the current Rindopepimut trials. Though CDX-110 ACT III trial results indicating 52% OS at 2 years is impressive, one has to wonder how this will eventually stack up against the 55% 3-year OS results achieved by IMUC and NWBO, not to mention ICT-107's 4-yr survival figures.....assuming such results can be proved out in further trials.

    CLDX is well funded, has sig. inst. ownership, proven technology and is further along with their pipeline than NWBO - ie., CDX-011, an antibody-drug conjugate in Phase IIb clinical trial for metastatic breast cancer and melanoma indication, among others. Of course CLDX has a MC sig. higher than the other two as well, and CDX-110 is apparently appropriate for ~ 40% of those afflicted with GBM...sig. less than the target population which DCVax-L is addressing - though one has to wonder about the difference in cost to produce/administer the different treatments.

    My impression is that IMUC's ICT-107 4 and 5 year OS stats surpass all the others to date...but then again the trial was small and their treatment may only be applicable to roughly 50% of GBM patients. I wonder, assuming IMUC's current P-2 trial appears to validate the astounding efficacy results achieved in the P-1 trial, if FDA may allow them to file directly without running a P-3 trial.
    Oct 6 03:07 PM | Likes Like |Link to Comment
  • Northwest Biotherapeutics Surges On Perfect Storm Of Short Squeeze, New Buying Interest [View article]
    So that we are clear here....if one invests in a speculative dev. biotech and the s/p goes down instead of up - it is just soooo unfair and the company is just miserable? LOL What, are you 12 years old?
    Maybe SA should implement some type testing for minimal intelligence before granting posting rights.....or are you a comedian?
    Oct 6 01:57 PM | 2 Likes Like |Link to Comment
  • Promising Development-Phase Pharmas Leading The Fight Against Cancer [View article]
    So assuming a burn of about $2 M per/mo....then CLSN is down to about $18 M cash reserves, or about 9 months worth as of Oct. - sounds like the $5 M left on the loan facility isn't yet available. Of course they are expecting the HEAT trial to wrap up in December I believe...but then they will be down to approx. 6 months of operating capital, and then comes the time required for trial result tabulation. I am wondering if they may not be comfortable running that low on operating capital.
    Oct 4 07:42 PM | Likes Like |Link to Comment
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