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  • Eros: Is The Game Finally Over? We Think So  [View article]
    "Chand ke Pare 2013" and "Chand ke Paar Chalo 2006" - two different movies and Mr. Alpha couldn't find the correct one. Don't know how many more mistakes like this in his findings.
    Nov 13, 2015. 01:39 PM | 13 Likes Like |Link to Comment
  • Eros: Is The Game Finally Over? We Think So  [View article]
    There seems to be a flaw in your math as well. I don't have the time to check all but, how can you/ how are you excluding the films released between 1st April 2013 to 31st Dec 2013?

    EROS FY2013 is 1st April 2013 to 1st April 2014.

    Thanks
    Nov 13, 2015. 01:07 PM | 4 Likes Like |Link to Comment
  • AB Science : Précisions Sur L'appel Et L'AMM Du Pancréas (An English Version Can Be Written Upon Request On The Comments Section)  [View instapost]
    Hi Greg,

    Can we get an update on AB Science Pipe Line please? InstaBlog here should work best.

    Thanks
    Sep 9, 2014. 01:13 AM | Likes Like |Link to Comment
  • 3 Biotech Stocks Trading The Wrong Direction In March  [View article]
    You stated, "CDX-011 and CDX-110 are the two candidates nearest to an FDA approval, depending on final data and meetings with the FDA, both should be on the market within the next couple years. CDX-011 has all but been awarded an FDA approval, after having already proven itself in clinical trials."

    Unless I am wrong, there seems to be something wrong with your arithmetic.

    Leaving the FDA approval aside, do you know how many clinical trials are they currently running for CDX-011 & CDX-110 and when are they expected to complete / report?

    After the trial results are out, how long would the company takes to file for FDA approval? From the filing date, how much time are you giving FDA to approve the drug?

    A+B+C = X. Just show us the simple math. Currently they don't add up to me.

    Also if you can add a DCF analysis based on your revenue projections, that will become one-two punch. Show me the.
    Mar 29, 2014. 01:35 AM | 3 Likes Like |Link to Comment
  • QRxPharma: Pivotal Catalysts Present Significant Near-Term Upside Potential  [View article]
    Excellent Article Matt. It's definitely under the radar. Not everyone knows their product potential. Can't wait to watch the fun, as this being traded on OTC.

    FDA Advisory Committee meeting to review MOXDUO is scheduled for April 22, 2014. Let the RunUP begin :)
    Mar 22, 2014. 02:43 PM | Likes Like |Link to Comment
  • Pozen Looking Very Attractive As FDA Decision Nears  [View article]
    Fair enough,

    Thanks
    Mar 7, 2014. 10:41 AM | Likes Like |Link to Comment
  • Pozen Looking Very Attractive As FDA Decision Nears  [View article]
    Jason,

    I am afraid, FDA may not have sufficient time to review the new data Pozen is going to submit and take a decision by 04/25/14. What are the odds for FDA to complete the review by 4/25 or for another 3 month or even 1 month extension?

    Thanks
    Mar 7, 2014. 10:07 AM | 1 Like Like |Link to Comment
  • AB Science : Précisions Sur L'appel Et L'AMM Du Pancréas (An English Version Can Be Written Upon Request On The Comments Section)  [View instapost]
    Greg,

    Somehow I missed the past two articles till today. Happy to see your updates and your rationale for approval. Appreciate the followups

    No worries on not having a English version, leave that to Google Translate :). There could be blunders but we could get the gist for sure.

    Thanks

    Disclosure: Still holding all and currently ~10% of my portfolio
    Mar 2, 2014. 10:04 PM | Likes Like |Link to Comment
  • Avita's ReCell Offers New Hope In Difficult To Treat Leg Ulcers  [View article]
    Thanks, that helps.
    Sep 10, 2013. 02:13 AM | Likes Like |Link to Comment
  • Avita's ReCell Offers New Hope In Difficult To Treat Leg Ulcers  [View article]
    Could you please post a link to the preliminary 2013 financials. Sorry, I couldn't find it.
    Sep 8, 2013. 08:05 PM | Likes Like |Link to Comment
  • Avita's ReCell Offers New Hope In Difficult To Treat Leg Ulcers  [View article]
    tblakeslee2,

    You need to dig deeper into the so called "standard of care" arm for Grafix trial.

    Here is what Adam Feuerstein said in his mail bag about the standard of care and many others confirmed the same on Twitter

    "Osiris' diabetic foot ulcer study compared Grafix to a plain bandage so the company cannot make any comparisons of Grafix to competing wound care products. In fact, all of these products are essentially the same and have similar wound-healing properties"

    Find more in his mailbag
    http://bit.ly/19G6RD3

    Most of the experts/ knowledgeable people I follow on Twitter don't trust OSIR management. I go with them instead of blindly believing in what the management says as they tend to be correct often
    Aug 25, 2013. 01:24 PM | Likes Like |Link to Comment
  • Nymox Pharma: Developing A Potential Long-Term Treatment For BPH  [View article]
    Are you not concerned by the secrecy on the drug? We can't find any information on the drug's target or mechanism of action or the patents they have on this drug. Why is it so secret?

    Please read this as well before you throw away your money on this.

    http://bit.ly/ZykTW7

    Disclosure: No position
    Apr 9, 2013. 01:21 AM | Likes Like |Link to Comment
  • Nymox Pharma: Developing A Potential Long-Term Treatment For BPH  [View article]
    Please read these as well before you invest a dime in NYMX (I know these are old article but most of it holds good even now).

    Per Kevin McNamara of BioLogic Equity Research
    "NX 1207 and Nymox are $285 Million Worth of Fully-Diluted Garbage"
    http://bit.ly/YTLE4f

    "Nymox Pharmaceutical Analysis of Lead Compound NX 1207"
    http://bit.ly/Y9ZnFC

    Good Luck.
    Apr 3, 2013. 07:51 PM | 2 Likes Like |Link to Comment
  • AB Science : The French Exception ?  [View instapost]
    The total time for approval indeed is close to one year. I was hoping AB Science could announce the acceptance of the application like they did for the GIST. It seems like they already did per one of your statement above "AB Science also announced that the European Medicines Agency (EMA) has accepted to review a Marketing Authorization Application (MAA) for conditional approval of masitinib in combination with Gemzar® in the treatment of pancreatic cancer, following filing of this dossier." Can't wait to see the biomarker & the subset detail at the upcoming ASCO conference.

    Celgene market cap gone up $3 bil overnight on successful Abraxane trail announcement with limited details, which is expected to be a marginally beneficial (~2 month improvement) with AEs/ toxic and limited patient pool. At that rate "what should be AB Science worth" which could benefit 65% or more patient pool and can increase OS by >100% at minimal AEs.

    Thanks
    Dec 13, 2012. 08:57 AM | Likes Like |Link to Comment
  • AB Science : The French Exception ?  [View instapost]
    Hi Greg,

    When can we expect to hear from AB Science on the EMA Acceptance of Marketing Authorization Application for Masitinib for the treatment of Pancreatic Cancer? It is almost 2 months / 58 days and wondering what's a reasonable time for acceptance under EMA review process timelines.

    Thanks in advance
    Dec 13, 2012. 02:34 AM | Likes Like |Link to Comment
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