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  • As Predicted, MannKind Starting Emotionally Fueled Run To FDA Approval, When It May Be Best To Go Short [View article]
    "As Predicted, MannKind Starting Emotionally Fueled Run To FDA Approval"

    What an awesome prediction! Congratulations!
    Jun 3 12:54 PM | 2 Likes Like |Link to Comment
  • Durata Therapeutics: Approval Probability And Investment Strategy For Dalbavancin [View article]
    Thanks for your reply. I'll look at Oct calls. They look surprisingly (suspiciously?) cheap for such a good bet.

    I really like your article by the way. Just wanted to make sure it's not 100% spec play, i.e., PT is not based entirely on approval.
    May 5 01:45 PM | Likes Like |Link to Comment
  • Durata Therapeutics: Approval Probability And Investment Strategy For Dalbavancin [View article]
    Thanks for the heads up. I was wondering how did you arrive to $17+ PT?
    May 5 01:32 PM | 1 Like Like |Link to Comment
  • MannKind: Managing The Endgame [View article]
    Thanks George, I always enjoyed reading your articles and thorough analysis. I'm long and will continue to hold it until PT >$20 or BO. But it's painful to see the current action.

    Do you have any insight on what's going here? Do you think it's actual investors questioning the ability to market Afrezza? Or perhaps they know something is cooking there so they really try their best to shake the weak hands up?

    Also, do you think it's likely MNKD might announce a partnership before the approval (e.g., by EOY) or it seems to be too risky for a big company?
    Aug 16 01:00 AM | 2 Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    Thanks Joe. Still reading the article but added more on the pullback.
    Aug 7 01:40 PM | Likes Like |Link to Comment
  • Alco's 50% Off Book Sale Represents Opportunity For Investors [View article]
    Thanks Whopper. Great article and solid thesis.
    Long $ALCS
    Jul 31 11:39 AM | Likes Like |Link to Comment
  • I Am You See [View instapost]
    Sounds good. I already bought a bunch of Feb calls but not feeling too comfortable with such short time left (though I'm up more than 20% from this morning). Maybe I'll just exercise them in Jan/Feb as they're already ITM. I'll keep an eye on options going further as well.

    Excellent pick and thanks once more!
    Jul 15 12:44 PM | Likes Like |Link to Comment
  • I Am You See [View instapost]
    Great pick. What do you think is the best way to play it (e.g., warrants as MNKD or LEAP)?
    Jul 15 12:16 PM | Likes Like |Link to Comment
  • VMware (VMW -0.9%) gets cut to Hold by Deutsche's Nandan Amladi, who's worried about competition, billings growth, and execution. VMware's vSphere virtualization platform "continues to face pricing pressures from [Microsoft's] Hyper-V," and the rise of OpenStack is "driving up adoption" of Citrix's (CTXS) Xen virtualization software and the Linux-based KVM. Lastly, checks "indicate a fair amount of interest" in Microsoft's (MSFT) System Center management tools, which compete with parts of VMware's vCloud Suite. IDC estimates VMware's virtualization share fell to 56.8% in 2012, and Microsoft's rose to 27.5%. (cash flow guidance) (Craig-Hallum[View news story]
    I am not confusing routers and switches. I said that there're 2 most commonly used techniques to create broadcast domains: VLAN (through configuring switches) and routers. But it's fine as it's not that important.
    Jun 5 10:40 PM | Likes Like |Link to Comment
  • VMware (VMW -0.9%) gets cut to Hold by Deutsche's Nandan Amladi, who's worried about competition, billings growth, and execution. VMware's vSphere virtualization platform "continues to face pricing pressures from [Microsoft's] Hyper-V," and the rise of OpenStack is "driving up adoption" of Citrix's (CTXS) Xen virtualization software and the Linux-based KVM. Lastly, checks "indicate a fair amount of interest" in Microsoft's (MSFT) System Center management tools, which compete with parts of VMware's vCloud Suite. IDC estimates VMware's virtualization share fell to 56.8% in 2012, and Microsoft's rose to 27.5%. (cash flow guidance) (Craig-Hallum[View news story]
    Great answer. My few cents.

    Routers (as well as vlan) are widely used to create distinct broadcast domains even within the same physical location (i.e., with the complexity of the network topology).
    Hence, this is true that routers are still required for inter datacenter connectivity. However, their need within the single datacenter should be diminished thanks to network virtualization.
    Jun 5 01:22 PM | Likes Like |Link to Comment
  • VMware (VMW -0.9%) gets cut to Hold by Deutsche's Nandan Amladi, who's worried about competition, billings growth, and execution. VMware's vSphere virtualization platform "continues to face pricing pressures from [Microsoft's] Hyper-V," and the rise of OpenStack is "driving up adoption" of Citrix's (CTXS) Xen virtualization software and the Linux-based KVM. Lastly, checks "indicate a fair amount of interest" in Microsoft's (MSFT) System Center management tools, which compete with parts of VMware's vCloud Suite. IDC estimates VMware's virtualization share fell to 56.8% in 2012, and Microsoft's rose to 27.5%. (cash flow guidance) (Craig-Hallum[View news story]
    Network virtualization would dramatically prolong life of existing network components. For big service providers and companies that need their own datacenters, SDN is THE game changer. If they need a new feature they don't have to wait forever when hardware providers decide to implement it and then spend millions to upgrade their datacenters. Now they can stick to the existing hardware and upgrade new software on top of it (and software cycle is obviously much shorter).
    Also, aside from utilization gains SDN (network virtualization) allows much easier network management and automatization.
    Disclaimer: working in SDN company
    Jun 5 11:53 AM | Likes Like |Link to Comment
  • Uni-Pixel: Carclo, Kodak, And Apple - Facts And Rumors [View article]
    Amen. I guess, we can close this thread (and many more others) now.
    May 13 11:17 AM | Likes Like |Link to Comment
  • UniPixel (UNXL -13.3%) adds to today's losses after Citron Research takes aim, stating talks with a director at i-bank Alvarez & Marsal lead it to believe "Unipixel sold 50% of UniBoss to Kodak for [$12M]." Citron adds the deal is payable in installments, and that it believes it makes UniPixel worth less than $5/share. Citron: "Shareholders should demand an immediate 8-K filing with full disclosure of the complete terms." (stock offering) (Kodak deal[View news story]
    In general, I also don't buy options but I think it's a nice tool in certain scenarios (like this one).
    Thanks for your answer!
    Apr 18 07:58 PM | Likes Like |Link to Comment
  • UniPixel (UNXL -13.3%) adds to today's losses after Citron Research takes aim, stating talks with a director at i-bank Alvarez & Marsal lead it to believe "Unipixel sold 50% of UniBoss to Kodak for [$12M]." Citron adds the deal is payable in installments, and that it believes it makes UniPixel worth less than $5/share. Citron: "Shareholders should demand an immediate 8-K filing with full disclosure of the complete terms." (stock offering) (Kodak deal[View news story]
    I agree that recent developments did help to alleviate some of the concerns.
    I have bunch of Jan 15 and feel good about them. But I was wondering if anyone has some thoughts on July PT? I was considering getting 45 July 13 calls. However, the dilution news made me to rethink it.
    Apr 18 06:42 PM | Likes Like |Link to Comment
  • Uni-Pixel Delivers [View article]
    http://yhoo.it/YxcvQw
    Apr 18 10:40 AM | Likes Like |Link to Comment
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