Seeking Alpha


Send Message
View as an RSS Feed
View sfrue's Comments BY TICKER:
Latest  |  Highest rated
  • ADMP And Its Cloud Of Uncertainty - Why It's Time To Buy [View instapost]
    Thanks very much for the update!! I value your articles and opinions. Your thesis on ADMP still seems valid to me, but it may take awhile longer than we hoped. Long ADMP. Sam
    Aug 18 02:07 PM | Likes Like |Link to Comment
  • Provectus Pharmaceuticals Up 17% In A Month; Potential Still Huge [View article]
    Pete, Viralytics is interesting. Do you see any reason Viralytics has a better chance of succeeding than ONCY as both depend on a virus? I was in ONCY, but am now out. Would one need to invest in VLA.AX on the Australian exchange as its US ADR , VRACY (10 sh.s per VLA?), appears illiquid? Trying to get better educated. Thanks.
    May 16 09:20 AM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    Your cash and expense estimate seem OK to me. Looks like they will need more cash about July. I assume they will issue more shares at a discount to market of maybe 20%% to 50%. Of course, they could possibly get another market deal like that with Lincoln, but given my understanding they are not likely to publish or release their RPE Phase 1/2 results until maybe the end of the year, I would think they would be considered a high risk company and a substantial discount would be demanded.
    May 11 08:12 PM | Likes Like |Link to Comment
  • Athersys-Pfizer Investors: Anticipating A Phase III Trial For Inflammatory Bowel Disease [View article]
    Athersys' Phase 2, Cohort 3, on ulcerative colitis used a dosage of 750 million cells (1st qtr CC, 48 min) and was similarly or greater powered on a cell dosage basis to the Phase 2 by Osiris on Crohn's disease (175 M to 700 M cells dosage within 2 weeks). Osiris' Ph 2 showed statistically significant efficacy, while Athersys' study did not. This suggests to me 1) MultiStem is not as powerful as Prochymal or 2) effective treatment of ulcerative colitis with stem cells may be different than the effective treatment of Crohn's disease, or 3) the Phase 2 of Osiris may be so small (9 patients) and insufficient (e.g. no placebo) to not be a reliable indication for effectiveness. I am hopeful, but not optimistic, Athersys' 16-week data & other data not yet reported will show at least some signs of efficacy. At 4 weeks, the proportion of responders on MultiStem was significantly greater than placebo but the benefit was offset by declines in a minority of MultiStem-treated patients such that overall benefit at all time points measured was not significant. If there is at least some show of effectiveness in Phase 2, Pfizer might do another Phase 2 or a 3 using a higher dosage.
    May 11 10:17 AM | 2 Likes Like |Link to Comment
  • If You Paid Attention To My Articles, You Got Paid [View instapost]
    Trust, Your original Alpha article and subsequent coverage of PVCT have been outstanding. You brought the company to my attention and my investment in it has been quite profitable. Thank you and best wishes!
    May 2 01:48 PM | Likes Like |Link to Comment
  • Don't Let The Cat Out Of The Bag! [View article]
    POF, thanks for a good and informative article on a little known emerging small cap company. What type of share dilution are you using in your projection of a future $1.20/sh. It seems to me if OneScreen has revenue of say $24 M & Adaptive/BeanStock (OTCQB:ADTM) about $8 M, ADTM might have to give OneScreen shareholders about triple the number of existing ADTM's shares in order to reach a buyout or merger.. Not so? Looking forward to your next article.
    Apr 15 09:30 PM | Likes Like |Link to Comment
  • An Early Valuation Of Neuralstem's NSI566 [View article]
    April is seeing additional improvement. See comment below by KarinCA on March 30 in Smiths on Stocks article "Neuralstem:Sizing Up Potential Key Event of 2014". Very positive.

    "April is a participant in the CUR ALS trial. ALS patients NEVER show improvement and this makes her tweets very interesting. Here's link to April's twitter account along with a few interesting tweets:

    April Moundzouris ?@aprilals Mar 27
    I'm beating ALS in ways that matter most. Better breathing helps live longer.I have better mobility. If I'm living, I'm fighting to #CureALS

    April Moundzouris ?@aprilals Mar 29
    The life I was living ended 3/28/12. Didn't make 40. How many years I stay 39? I know stem cell surgery improved and prolonged my time! #ALS

    April Moundzouris ?@aprilals Mar 30
    I can snap w/ my right side again! Not as loud or many times as left. Just with thumb & pinky. So simple, so amazing! "
    Mar 31 03:42 PM | 1 Like Like |Link to Comment
  • How The Anadarko Litigation Affects Tronox [View article]
    Thanks for the article! I am a TROX owner and now better understand the Anadarko situation.
    Jan 20 10:31 AM | Likes Like |Link to Comment
  • Generex: A Stock Suitable Only For Its Officers And Directors Or Carl Icahn [View article]
    I think the article referenced above is from Shreya;' launch of Oral-Recosulin in 2008. It was pulled off the market by the India's drug regulator after a few months due to a lack of human trials. Do not ask me how it get got approved in the first place. Here is an article about its 2008 launch. This would explain why no recent GNBT release about such an important event.
    Jan 18 02:09 PM | 1 Like Like |Link to Comment
  • Generex: A Stock Suitable Only For Its Officers And Directors Or Carl Icahn [View article]
    Oral-lyn, except for being absorbed through the cheeks instead of the lung, sounds pretty similar to Mannkind's Afrezza. I think both are ultra fast insulins and have lower A1bc than regular injected insulin. Can anybody confirm this?
    Jan 13 04:57 PM | Likes Like |Link to Comment
  • MannKind Corporation: One Large Step For Shareholders, One Gigantic Step For Diabetics [View article]
    Nice article and I am long MNKD. GNBT ($22M Cap) has an oral buccal spray insulin that has completed a PH 3 in India (waiting approval) and I believe a PH 2 in US. Does anyone know how it compares biologically in effectiveness to Afrezza? I think it is an ultra fast acting and might be similar in effectiness. GNBT has numerous problems, but if a big Pharma took over, could their insulin product be competitive with Affrezza in 2-3 years. Trying to understand the competitive landscape and not saying their product is equal.
    Jan 8 08:23 PM | Likes Like |Link to Comment
  • Methanex Can Continue To Go Much Higher - Here's How [View article]
    Thanks for the update. I was wondering what you thought about it after it's recent hefty rise. Long MEOH.
    Dec 10 08:58 PM | Likes Like |Link to Comment
  • A Biotech Stock For Long-Term Investors [View article]
    I emailed Don Markley at LBIO if company had any plans to list the preferred shares or warrants for public trading. He replied they had no plans. LBIO's recent mkt price of $3.50-$5 still seems kind of steep given the price ($2 for common, $2.50 for warrants) the new owners received.
    Nov 9 02:25 PM | Likes Like |Link to Comment
  • Singh Secures Lion For 2 Years & Prepares For Uplisting [View instapost]
    The $23 million amount of new private financing and equity is impressive, but the terms ($2/sh for new stk, $2.50 exercise of warrants) when stock was trading near $5/sh seems terrible. Major dilution for existing shareholders. Would not be surprised if traded down in $3.00 -$3.50 range for awhile. I guess their only option was to dilute on unfavorable terms or go bankrupt. Hope company's science and Singh's ability are as good as you think. Appreciate the articles you write.
    Nov 1 11:58 AM | Likes Like |Link to Comment
  • Athersys: A Potential Stroke Therapy Monopoly On Hand [View article]
    Ditto the two preceding comments. Update is appreciated. ATHX seems to me one of the best bets in the bio-tech field. Management appears competent and if Multistem works (e.g. strokes), the company could easily be worth billions (30++ times current $100 M market capitalization). Their preclinical and clinical data looks promising to me, but many sharper minds than mine are apparently not impressed. We will know a lot more within a year. Good luck to longs.
    Sep 19 12:52 PM | 4 Likes Like |Link to Comment