thedivot

14 Comments

    • Merck’s Gardasil: A Risky and Unnecessary Vaccine [view article]
      There should be nothing wrong with hearing both sides of the story - that's the best way to make informed decisions. If this drug helps prevent some kinds of cancer, we should all be for it. Do the drug companies exaggerate claims and do whatever they can (crooked or not) to make their drugs blockbusters? Absolutely. But we must all look beyond the hype and judge if the drug has value. This one certainly appears to. Aug 24 08:44 AM
    • Is Stereotaxis the Next Intuitive Surgical? [view article]
      Speaking of expensive operating room equipment..........
      IMRIS (IM on the TSX) is a small Canadian company that has developed the world's most advanced MRI system. It is a "mobile" system that involves huge expense in setting up an operating room so revenues are very lumpy. This system allows the patient to remain in the operating room and the MRI system is moved to the patient during the operation rather than taking the patient out of the room to the usual MRI station. Then the MRI is moved back out of the way and the operation continues. They're getting sales around the world - don't know how successful they'll be as not much history but could be interesting. Just some more expensive equipment for hospitals to buy!!       Aug 21 07:32 PM
    • Lithium-Ion Batteries and Centerfolds [view article]
      This article is quite an amazing example of the conflicting and confusing information available on the internet. It's difficult to know who to believe as everyone has 'facts' for their argument. Reading the article and all the comments was really interesting but made me laugh. Who knows what to believe - everyone is so convinced they're right!
      As far as MHO, I think this 'industry' is very cloudy at the moment. There is a race to find the right technology which will power hybrid cars which is what the stock market is looking for. Sure there are many other industries that will benefit from improved battery technology that will be good for the companies involved but the focus is on automobiles. All the different companies have a story to tell about their technology with a success story of some sort with a customer who has stepped forward and signed on to use their technology. Lithium-Ion, or whatever derivative of that, looks to be where all the development and potential is and the winner(s) gets to change the automotive world as we know it. That includes the car company that locks onto that technology first as well. Too bad there isn't a Battery ETF to invest in which would spread the risk!       Jul 27 09:16 AM
    • Mannkind: Overlooked Biotech With Excellent Prospects (Part VI) [view article]
      Below is a Zack's report and sell recommendation. They mention the lung cancer risk which you've covered but their concern is more the cash burn rate until the 2011 possible commercialization and whether the market will be big enough.

      From Zacks:
      MannKind's (NasdaqGM: MNKD - News) lead drug, Technosphere Insulin (TI), is an inhaled insulin product and is in large phase III trials for the treatment of diabetes. The inhaled insulin market has witnessed a major upheaval in recent times with Pfizer (NYSE: PFE - News), Lilly (NYSE: LLY - News) and Novo Nordisk (NYSE: NVO - News) withdrawing their late-stage candidates citing lack of market prospectus for this class of drugs.

      Occurrence of lung cancer in diabetic patients treated with Exubera has further cast a shadow over the future of TI. The company's cash burn is a matter of grave concern and the lack of any late-stage or approved product adds to the company's woes. Hence, we maintain our target price of $1.50.

      Even if TI makes it through the approval process, we do not expect the drug to reach the market before 2011. Considering the $1.1 billion in cash burn incurred so far, coupled with the high SG&A costs necessitated to strategically position and distinguish the drug from other therapies, we do not expect the company to achieve profitability without TI achieving blockbuster status a status seemingly out of reach in the current market scenario.

      We do believe that opportunity exists in adversity and given the current exodus of all late-stage competition in the inhaled insulin market, successful commercialization of TI may enable MannKind to reap benefits of the magnitude which earlier were not possible because of the competitive landscape. However, until the company is able to navigate through these tough times, we maintain our Sell rating.

      Jun 22 09:49 AM
    • China Precision Steel: This Rollercoaster Will Climb Big Hills [view article]
      Make sure you are comfortable with your investment. CPSL was named in a Barron's article about dubious auditors - here's the link.

      online.barrons.com/art...

      You might want to do some research on companies who use the same PR firm - CCG Elite with Crocker Coulson - as there have been stories about his recurring link with Chinese companies who have had accounting problems.

      The numbers look good but are the numbers right?       Jun 16 10:59 AM
    • Which Solar Stocks Will Continue To Shine? [view article]
      Jack,
      It must do you proud when the market validates your thesis. Congratulations on a couple of great articles. Back around your first article I flip-flopped between buying CSIQ or YGE and opted for YGE so I blew that one though I think it will do fine longer term. But I also bought LDK & STP near their recent lows so am up over 100% on LDK and over 50% on STP. The solar group is so volatile that you can make money on just about any of the stocks if your timing is good.
      Please continue your thorough analysis and interesting articles - they prompt lots of good discussion.       Jun 07 11:11 AM
    • China’s Electrical Energy Demand Propelling Asia Electrical Power [view article]
      Good comments ItsjustAl. AEPW paid Vanguard $50K to subscribe to their research work but Vanguard claims to do independent reseach - ya, right. Anyway, Vanguard forecasts EPS of 0.04 in FY08 and 0.07 in FY09 with a target price of $4.50. That's a forward P/E of 64 - seems kind of rich to me. May 30 08:02 PM
    • Colfax IPO Should Get Your Liquids Flowing [view article]
      Hey Gold, I almost made the same mistake as you. I was going to invest until I read the prospectus and found the asbestos issue. Take that out and they made $0.40 a share giving a P/E of roughly 50. Kind of expensive for a 'boring' stock. Of course, last night Jim Cramer gushed all over this stock so it will likely go up in the short term. Maybe I should have bought anyway! May 13 07:53 AM
    • Why Gencor Industries Hit the Asphalt [view article]
      Another possible reason for the rise in price could be that Sharpeyed.com has been pumping this stock like mad for a couple of months now - I don't know how wide their influence is though. May 13 07:47 AM
    • Buying Broadwind on GE, Gamesa Wind Energy Deals [view article]
      Two more companies are involved in wind turbines:
      American Superconductor AMSC and Composite Technology CPTC.OB (which is mentioned at the start of the main article). They are both also involved in the power grid infrastructure.       May 08 12:58 PM
    • Two Smallcap Winners: TASER and Acorn Energy [view article]
      Alphameister is right. Take out the Comverge shares sale and they show a loss of about $0.43 a share. May 03 02:59 PM
    • Beijing Olympics Investing: Think Travel Stocks [view article]
      There is also a Chinese small cap - Universal Travel - involved in China travel.

      seekingalpha.com/artic...       Apr 28 07:35 AM
    • Shengtai Pharmaceutical: A Steal at Current Prices [view article]
      Sounds good but watch out! This company is handled by the Crocker Coulson CCG IR firm which in various articles has been shown linked to several Chinese companies with auditor problems. Here are a couple of the articles:

      chinaotcplayer.blogspo...

      chinaotcplayer.blogspo...       Mar 31 08:38 AM
    • LDK Solar: Material Discrepancies in Analyst Coverage/Media Reporting [view article]
      Check out the SeekingAlpha articles under LDK from Jan 22 & 23 - Conversations with Jesse Pichel. He has been one of the main 'negative' analysts against LDK - as much as I see a bright future for LDK, these articles make some interesting points and Pichel comes across as a serious, competent analyst - not some flake. I think alot of the problems come from lack of clear communication from LDK which leaves interpretation up to everyone. Mar 05 06:21 PM
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