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Cruban

Cruban
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  • Foundation Medicine Lockup Expiration Could Flood The Market, Depressing Share Price [View article]
    If upper management believes in the company they shouldn't sell any. It's the venture capital firms that will be looking to lock-in profits.

    One thing to note is that the 10-K indicates that lock-up expiry is March 25th although investor relations indicated that it is March 26th.
    Mar 14, 2014. 02:49 PM | Likes Like |Link to Comment
  • Foundation Medicine Lockup Expiration Could Flood The Market, Depressing Share Price [View article]
    I think you guys miss the point of this article, the author doesn't really care what the long term outlook is for this company.
    He is simply stating that on March 24th supply might exceed demand. The VCs that got in pre-IPO are up 100%+ so it would be natural for them to take some money off the table.

    No position long or short in FMI.
    Mar 13, 2014. 08:08 PM | 2 Likes Like |Link to Comment
  • AF/NWBO Act II [View news story]
    Why do you think he purposely displays so much detail that has nothing to do with biotech or life sciences in his bio.....
    Mar 12, 2014. 12:54 PM | Likes Like |Link to Comment
  • Analysis: Northwest Biotherapeutics DCVax-L Germany Approval Under Hospital Exemption Early Access Program [View article]
    Thanks Larry for the article - agree that the German approvals are definitely good news.
    Can you maybe give your insight on why the DSMB reviewed the safety data but not the efficacy? If I remember correctly during the BIO CEO & Investor conference the company indicated that the interim analysis would be for efficacy and not safety?
    Only been following the name since February so not sure if I missed something from past conferences.

    Thanks,
    Cautious investor.
    Mar 11, 2014. 08:15 PM | Likes Like |Link to Comment
  • Arena Pharmaceuticals: Current Prescription Rates Aren't The Real Issue [View article]
    "Amazing that no one on SA ever whines about stupidly bullish (I feel as though I missed a 't') posts, but decry anything bearish. I guess there should only be 1 side to every stock"

    That's because the majority of SA posters/commenters are retail investors without the stones, or bankroll, to take a short position in a stock - just my 2 cents.
    Aug 6, 2013. 02:15 PM | 1 Like Like |Link to Comment
  • Sarepta Traders Brace For Possible Accelerated Approval For Eteplirsen [View article]
    Will the FAA grant AA to SRPT despite their direct competitor (with deeper pockets) not receiving the same treatment?

    No position in SRPT, just looking at the public perception of the FDA if AA is granted.
    Jul 16, 2013. 02:39 PM | Likes Like |Link to Comment
  • I Am You See [View instapost]
    You're welcome.
    Jul 15, 2013. 11:20 AM | Likes Like |Link to Comment
  • Based on your recent article, http://seekingalpha.co..., looks like I won this contest, what's my prize?
    Jul 15, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • ATRS - PDUFA in Oct.
    IMUC - Phase 2 results for ICT-107 Q4 this year, potential for accelerated approval?
    Jun 7, 2013. 04:18 PM | 1 Like Like |Link to Comment
  • Seizing The Blockbuster Opportunity Buried In Conservative Modeling At Antares Pharma [View article]
    Great article.
    Can anybody chime in as to why management wants to add another 50M shelf shares when it seems like the cash reserves are adequate for the next couple of years?
    http://1.usa.gov/11ChLTH
    Apr 25, 2013. 04:37 PM | Likes Like |Link to Comment
  • Bio Run-Ups: What To Expect In The Next Few Months [View article]
    So ~1 month after your article here's the results:
    SCMP= +62%
    TTNP= +12.5%
    RPTP= +15%
    DCTH= -16%
    AVEO= +7%
    DEPO= -4%
    FLML= +11%
    ATRS= +2%
    AMAG= -16%

    Not bad at all. The run-up from DCTH was probably taken away after FDA extended the PDUFA.
    I'm looking forward to the ATRS run-up to begin.
    Apr 24, 2013. 04:37 PM | Likes Like |Link to Comment
  • Quickly Approaching Biopharma Catalyst Events [View article]
    Any opinion on DCTH which also has an AdCom coming up May 2nd?
    Apr 24, 2013. 04:34 PM | Likes Like |Link to Comment
  • Thursday's BioPharma Trade Movers [View article]
    Are the ATRS warrants traded?
    Apr 18, 2013. 11:03 AM | Likes Like |Link to Comment
  • Bio Run-Ups: What To Expect In The Next Few Months [View article]
    Can you expand on why you think DCTH will not be approved by the AdCom?
    Apr 8, 2013. 03:34 PM | Likes Like |Link to Comment
  • 5 Reasons MannKind Could Be The Best Performing Stock Of 2013 [View article]
    So what article are you currently working on?
    Mar 21, 2013. 02:29 AM | Likes Like |Link to Comment
COMMENTS STATS
15 Comments
3 Likes