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  • GCVRZ Forum [View instapost]
    That matches what septus reported earlier (straight from the Sanofi webpage Final_Product_Sales_St... for Lemtrada )

    The difference is explained by subtracting Germany sales of $9.1MM, which for CVR purposes are moot.
    Jul 30, 2015. 11:03 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    It's a only a week or so till the next sales data point. Volatility was up last quarter at this time as well. Someone could know something, and so any movement becomes exaggerated. We won't know if this price action is prescient until the sale data is released.
    Jul 23, 2015. 09:24 AM | Likes Like |Link to Comment
  • CorMedix: Strong Sell On Partner Failure, Misleading Data And Paid Stock Promotion, -91% Downside [View article]
    In other, more recent, 10-Ks,

    Item 1.01. Entry into a Material Definitive Agreement.
    On March 24, 2015, we entered into an amendment to the Taurolidine Supply Agreement, dated December 7, 2009, as amended on December 6, 2014, between us and Navinta, LLC to extend the term of the Agreement to March 31, 2016 and to lower the price per kilogram of product that we purchase from Navinta under the Agreement. We also agreed to purchase a minimum amount of product from Navinta during 2015.

    BEDMINSTER, N.J., April 9, 2015 -- CorMedix Inc. (NYSE MKT: CRMD), a global biopharmaceutical company focused on developing and commercializing therapeutic products for the prevention and treatment of cardiac, renal and infectious diseases, today announced a significant new program aimed at enhancing long term market competitiveness by substantially reducing the cost of goods of Neutrolin® Catheter Lock Solution through a more efficient, custom synthesis of the active ingredient taurolidine.

    CorMedix and [RC]2 Pharma Connect LLC, have reached an agreement which will provide CorMedix with a cGMP API source able to produce needed volumes as CorMedix expands the sales of Neutrolin. [RC]2 assists companies like CorMedix in achieving more efficient ways of doing custom synthesis. [RC]2 has extensive scientific background and experience in process development and the manufacture of APIs (active pharmaceutical ingredients).

    “This efficiency initiative, when fully implemented, is expected to provide us with sufficient cGMP API to meet the needs for potential expanded uses, including U.S. market entry, which would significantly reduce the cost of taurolidine, by up to 80 percent, thereby increasing the pharmaceutical manufacturing margins,” said Randy Milby, Chief Executive Officer of CorMedix. “This is a significant opportunity as CorMedix intends to expand the market potential of Neutrolin® in new geographic markets, including the U.S., and in additional therapeutic indications. We believe this represents a multi-billion dollar global market opportunity. In addition, we have several other volume related initiatives which are expected to reduce the total cost of goods by an incremental 15 to 30 percent once fully implemented.”
    Jun 29, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • CorMedix: Strong Sell On Partner Failure, Misleading Data And Paid Stock Promotion, -91% Downside [View article]
    PS aka 28:

    Clearly a straw-man created to ask this disingenuous question, so that it could be answered so as to distract from the obvious weaknesses of the innuendo that substitutes for a comprehensive look at material facts. Just because you answered this softball question honestly doesn't mean it has ANY relevance to the value.

    This ruse is consistent with your shotgun approach with the emphasis on irrelevant issues in the over-long article as though just want a quick-panicked exit before the article can even be read to completion. Good job on that part of your plan to help poor retail investors.

    Unfortunate, that despite you assertion of $0 value, and after a great start with the steep drop of $1 in just 40 minutes after this article's publication, it's already rebounded 17% from the $3.62 bottom. Darn sheeple just don't always listen.

    Too bad you are just trying to help investors. It would have been a great way to help a hedge fund cover a great price. The short term drop could be all they would need to accomplish their goal. Maybe next time, you can pre-coordinate with a fund who is looking to cover a short position and maybe go long at the same time.

    You might even start a career being a freelance hedge-fund facilitator and still be proud of your great service educating helpless retail investors who read SA.
    Jun 29, 2015. 01:46 PM | 3 Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    The rest-of-the-world markets contribute to the total for sales from April 1, 2015 through March 31, 2016.
    Jun 23, 2015. 01:50 PM | Likes Like |Link to Comment
  • CAR T-Cell Biotechs Look Exciting, But A Word Of Caution On Safety [View article]
    Eponymously named for "Dr RheoSTAT", perhaps? ;-)
    (Google rheostat for why it's called RHEOswitch).

    Sleeping Beauty is the non-viral delivery system utilizing UMinn discovery of a useful transposon in the vestigial DNA of salmon, replacing the viral delivery mechanism used by everyone else. The name comes from the parallel between the fairy tale and the concept of the re-awakening of ancient DNA after eons of undisturbed 'sleep' mired in an unused section of genetic material.

    XON has a 50-50 profit split on all cancer indications with ZIOP as part of the Dealing licensing of their RheoSwitch®.

    MDAnderson then made a deal to exclusively license Sleeping Beauty Transposon vector (which they had previously obtained from U of Minn) to XON/ZIOP after which MDA's Dr Cooper took over as ZIOP CEO.

    Sleeping Beauty has been looked up on as safe but overly efficacious until this past week when it was reported that 50% of very sick Acute Lymphoblastic Leukemia (ALL) patients with previous failed therapy were in complete remission after treatment. This was utilizing Sleeping Beauty *without* the additional safety of RheoSwitch which should allow higher dosing and day-to-day modulation with orally administered ligands.
    Jun 19, 2015. 11:38 AM | Likes Like |Link to Comment
  • CorMedix Short - A Follow Up [View article]
    LOM- I've seen what you have written. I don't believe it. You have been singularly unconvincing.
    Jun 4, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • CorMedix Short - A Follow Up [View article]
    LOM, keep standing firm. I guess someone missed your memo this afternoon with CRMD up over 16% in the last 2 hours of the day.
    Jun 1, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • CorMedix: High Probability Of Phase 3 Success? [View article]
    58608 shares at $6 per share are just about right for exercising 100,000 expiring warrants @3.44 without dipping into your savings account. And leaving yourself a 1%~10% Mad money for your wife. A cashless exercise is pretty commonplace occurrence in this situation for a bullish but cash-poor insider.
    May 27, 2015. 12:54 AM | 3 Likes Like |Link to Comment
  • CorMedix: High Probability Of Phase 3 Success? [View article]
    Are you now seriously citing an automated report by Zacks??? Purely based on short-term price action and random earnings estimates revisions (from widely varying dates) for what is essentially a pre-revenue company that Zacks very recently had as a #1 strong buy (after CRMD had rocketed up).

    If that's *any part* of what you consider due diligence, good luck in your investing.

    I also like that you created the name purely to comment negatively on this one article. You obviously have something at personally at stake.
    May 22, 2015. 04:36 PM | 1 Like Like |Link to Comment
  • ZIOPHARM Oncology beats by $0.03, beats on revenue [View news story]
    Most of the relevant news will, as usual, be covered by RJ Kirk at the Intrexon conference call on Monday and his opening presentation at BofA/Merrill Lynch Health Care Conference Tuesday at 8:45 am PDT in Las Vegas.

    As a last minute entrant, Kirk is sure to have something of note to announce early On May 12. This right on the heels of initiation of the Glioblastona trial and hiring Dr Cooper of MD Anderson as the new ZIOP CEO just in the last couple of days.
    May 7, 2015. 07:04 PM | 7 Likes Like |Link to Comment
  • Tonix Shares Looking Attractive As Clinical Programs Advance Forward [View article]

    You may want to go back for several months to read jonanne's very perceptive comments. You can put in the name joanne in SA search to jump to various comments and start reading. Jonanne generally writes regular prose through multiple comments which are twitter compatible. Its a bit annoying, but there is some really good info and food for thought. It was very interesting to see the founder of SA publicly suggesting in the stock talk that joanne should write a TNXP article. Eli doesn't do that too often, I imagine. Not sure how he managed to happen upon the TNXP stocktalk to begin with.

    Sorry i kind of repeated the comments before. They didn't show up for a long time.
    Apr 16, 2015. 02:30 AM | Likes Like |Link to Comment
  • Tonix Shares Looking Attractive As Clinical Programs Advance Forward [View article]
    Jeff, there are some new thoughts from knowledgable TNXP bull jonanne on the TNXP stocktalk threads for April 11th. It's the one started by Dave172 with 52 replies. Even Eli makes an appearance!

    Looking forward to your article.
    Apr 14, 2015. 02:36 AM | Likes Like |Link to Comment
  • Tonix Shares Looking Attractive As Clinical Programs Advance Forward [View article]
    I'm looking forward to your article, Jeff... rather hoping TNXP will stay in the 6s as long as possible whilst waiting for more capital to deploy at such a good price. Perhaps my CRMD will be bought out before TNXP gets too far. I still have some TNXP at 13-14 but more in the 6s.
    Apr 14, 2015. 02:15 AM | Likes Like |Link to Comment
  • CorMedix: High Probability Of Phase 3 Success? [View article]
    It just means the announcement will come without preamble. This was the last scheduled update.
    Apr 10, 2015. 05:44 PM | 2 Likes Like |Link to Comment