H S's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/74463/comments http://seekingalpha.com/article/44024-omrix-biopharma-is-sure-to-bounce-following-pre-market-selloff?source=feed#comment-93268 93268 Thu, 09 Aug 2007 14:21:56 -0400 http://seekingalpha.com/article/38966-why-did-protalix-s-stock-offering-announcement-boost-shares?source=feed#comment-89350 89350 low volume
no insiders buying
no inst. holders

this seems like a classic pump-and-dump

should be trading in the $2-$4 range, not $30]]> Fri, 22 Jun 2007 00:06:10 -0400 low volume
no insiders buying
no inst. holders

this seems like a classic pump-and-dump

should be trading in the $2-$4 range, not $30]]> http://seekingalpha.com/article/35356-dendreon-s-provenge-looking-past-the-noise?source=feed#comment-86116 86116
2. Does p=0.01 indicates "maybe"? It is 4.5 MEDIAN SURVIVAL ADVANTAGE. Taxotere showed ONLY 11 weeks survival advantage. The second trial DID SHOW over 3 months of SURVIVAL ADVANTAGE but unfortunately it was underpowered, hence, it wasn't stat-sig. Please explain why P=0.01 is not stat-sig?

3. The question was CORRECTED so that it will be EXACTLY THE SAME as the efficacy questions that are being asked on every AdCom. Want to talk about Scher? Why don't you check his COI (Conflict Of Interests) here???

Shame on the FDA that overturned a drug with NO safety issue that a vast majority of the panel member found it to be efficacious. SHAME SHAME SHAME.

This is all about money, money and more money!]]> Mon, 14 May 2007 16:25:57 -0400
2. Does p=0.01 indicates "maybe"? It is 4.5 MEDIAN SURVIVAL ADVANTAGE. Taxotere showed ONLY 11 weeks survival advantage. The second trial DID SHOW over 3 months of SURVIVAL ADVANTAGE but unfortunately it was underpowered, hence, it wasn't stat-sig. Please explain why P=0.01 is not stat-sig?

3. The question was CORRECTED so that it will be EXACTLY THE SAME as the efficacy questions that are being asked on every AdCom. Want to talk about Scher? Why don't you check his COI (Conflict Of Interests) here???

Shame on the FDA that overturned a drug with NO safety issue that a vast majority of the panel member found it to be efficacious. SHAME SHAME SHAME.

This is all about money, money and more money!]]> http://seekingalpha.com/article/35356-dendreon-s-provenge-looking-past-the-noise?source=feed#comment-86102 86102
One has to ask himself whether a 17-0 vote that the product is safe; a vote made by a panel organized by the FDA that consisted oncologists and immunologists - the same panel that voted 13-4 that the product is effective will result in a negative decision by this same FDA IN A "VACUUM"??? or, in other words, is there a chance that the FDA wouldn't had approved Provenge in a "pressure free" environment?

Heck ... just check the HUGE short position on DNDN and the HUGE open interest in the option market to imagine that ~others~, non-medical/scientific considerations "might" have been involved in this decision ...

--- please correct me if i am wrong ---

thank you very much, corrupted world]]> Mon, 14 May 2007 14:08:09 -0400
One has to ask himself whether a 17-0 vote that the product is safe; a vote made by a panel organized by the FDA that consisted oncologists and immunologists - the same panel that voted 13-4 that the product is effective will result in a negative decision by this same FDA IN A "VACUUM"??? or, in other words, is there a chance that the FDA wouldn't had approved Provenge in a "pressure free" environment?

Heck ... just check the HUGE short position on DNDN and the HUGE open interest in the option market to imagine that ~others~, non-medical/scientific considerations "might" have been involved in this decision ...

--- please correct me if i am wrong ---

thank you very much, corrupted world]]> http://seekingalpha.com/article/33014-dendreon-revisiting-the-risk-reward-scenario?source=feed#comment-84728 84728
JMP's target price is $24 assuming 50% approval.
Adam Feuerenstein's target is "in the 40's"

Assuming an approval, $1 bln revenues (2-3 years down the road) and a 10x sales multiple (as in today's MEDI's deal) as a future takeover value for Dendreon -- that's $125/share. Throw in 10% dilution and another 30% discount (2-3 years) and the expected bidding war (Roche, Novartis, Pfizer) could end at $60-$80 before the end of THIS year.

So -- the risk reward ratio is even better that described above -- can anyone name a better risk/reward play in the market?]]> Mon, 23 Apr 2007 06:53:28 -0400
JMP's target price is $24 assuming 50% approval.
Adam Feuerenstein's target is "in the 40's"

Assuming an approval, $1 bln revenues (2-3 years down the road) and a 10x sales multiple (as in today's MEDI's deal) as a future takeover value for Dendreon -- that's $125/share. Throw in 10% dilution and another 30% discount (2-3 years) and the expected bidding war (Roche, Novartis, Pfizer) could end at $60-$80 before the end of THIS year.

So -- the risk reward ratio is even better that described above -- can anyone name a better risk/reward play in the market?]]>