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Good to see that intranasal K is producing publishable results. Good scientific journal entries are better than paid advertising.
Would like to know what the sample size for this study was. Anybody know?
aj
PS- Love it that Gabe and bumrap are repsonding to our posts here with their posts on the yahoo board!
What are the estimates about UK sales?
Does anyone care to speculate what EU sales will be when/if reciprocity and approval are obtained?
aj
Can we all stop the name calling. Personal opinions about the character (or lack thereof) of the participants here don't do anything but inflame the ire of the recipient, unless, of course, you are of the opinion that I am a genius (snicker)
The only betting worth a darn here Gabe, are the bets that I've/we've placed on the JAV box. I'm just fine waiting to see if the dice roll our way.
aj
OT; Gotta tell ya surf that everytime I see your posts (and the pic) I think, "You've got the two most important things in the world that men want to do with their tubes!!"
aj
Gabe, you're kidding, right? Take a look at Peregrine pharmaceuticls (PPHM). They've remained alive for years by offering more and more stock on the open market for decreasing share value for years. I've watched their outstanding share count run from under 100 million to 225 million+ range at present.
It appears that someone will always risk some capital when there are prospects of a winning drug. Given the relative strength of JAV's product line (with 1 of 3 products on the market and 3 of 3 candidates likely to reach the market), I think that there will be plenty of interest in any shelf registration.
BTW, if there are hard ball playing institutions working to pick up shares on the cheap (and it appears there are such entities working here) don't you think that they are having a good laugh at their ability to shake you loose of 120K shares after you blab on this board about your dissatisfaction?
aj
After reading through the thread over on biotech values (as I don't follow RPRX that closely), I don't think your comparison bewteen RPRX and JAV is valid, at least for now.
RPRX has ACTUALLY disappointed their investors and the street with their string of news about delays and missteps. Both Proellex and Androxel are both off track with regard to previous studies that were supposed to advance the potential for FDA approval. Now proellex is looking for and new IND, with no new news on phase 3 enrollment and Androxel appears to be dead in the water until/unless they can adequately negotiate the appropriate outcome data for the P3 trial.
JAV, on the other hand, has marketing clearance for Dyloject (albeit not for the important US market), and active P3 studies for both IN ketamine and Dyloject in the US (and let's not forget Rylomine).
If RPRX's strategy is indeed to push the pipeline along until they are an attractive buyout canidate, they have delayed that invitation to dance with a big partner as well as soiled their reputation because of their lack of candor. JAV has both kept their status pure (if they are interested in being swept away by a big pharma) and kept themselves on their stated course.
I am hoping for the latter. The co. will be worth much more if they remain independent.
aj
Gabe, I believe that I said that you were either a liar or you were too impulsive to be responsible for your own investment. Others may have accused you of being a short, but I accepted your answer, at the time, that you had just recently found Ihub, and weren't some short player coming in to trash the co. and get people to dump their positions.
If you were offended by my characterization, I apologize. Your offending posts have been erased, so I can't highlight your use of terms like "you idiot" when responding to others, but my recollection is that's what happened and that is the type of personal attack that could cause suspension (FWIW, my "liar or too impulsive" comment was also flagged as borderline and I was admonished to "watch it" by Nerf).
My point now is essentially the same and essentially what others are saying to you. You seem to be trying to play "Flip this Stock" with your investments, doing so in one of the riskiest areas of legitimate public investing. You're a player; so be it. Players who are good shouldn't gloat when they win and shouldn't whine when they lose, it's all part of the game that you signed on to play.
aj
"I'm a realist. I'm not a kool aid drinking investor like you. I trade for a living. Been doing it since 1999 fulltime"
You're a self admitted full time TRADER, not an investor. Who's fault it it that you tried to TRADE 200K shares of a co. that hadn't established a cashflow business at the time you bought your shares. Yeah, I know, Blah, Blah...you personally talked with management and seem to think that you are entitled to some privilege, but you're not.
BTW, you got suspended from the board for personal attacks, not because you were complaining.
Be bullish, be bearish, but don't be entitled to anything more than your personal opinion.
aj
I believe that the stock has to be either listed or traded for a year before yahoo will give it a message board. Same situation for ARAY.
aj
Where are ya, nerf. The top of the board sez we're without a moderator!!
Who's gonna step up? rfj?
aj
Nerf, nothing else to ask IR (you can't afford to miss any opportunities and did a great job with camh IR)?
JAV was THE ONLY thing that kept my head out of the toilet after watching the CAMH implosion.
Not much of a technical analyst but ole Golden Leopard from I Village talks about looking for that "W" bottom as a signal that it's time to buy. Looking at our chart from Oct. 1 until today sure looks like the last leg of that "W" formation.
aj
Quiz answer
The numbers reflect percent GDP spent on healthcare for:
Green: below age 65 years of age
Blue: 65-80 years of age
Orange 81 years of age or older
"I doubt it's just college students swiping, their little bro's meds...."
Are you kidding? This time of year, I get at least 1/2 dozen referrals from parents frantic because their fresh/soph kids are telling them that they have ADD and won't pass the semester unless they "get some help". I'll get another batch of referrals after Jan 1 when the brave kids tell their parents that they've flunked out, and another batch about a month later when the grades come in.
Don't know about the costs of the generic adderal (curious if anyone's priced it lately) I usually recommend good old fashioned methylphenidate BID or PRN as most adults with attention deficits (wink) need their focus to occur on a PRN basis anyway. When was the last time enyone sat through more than 5 hours of classes per day in college?
aj
"I am a professional lover and gigolo but I very much rely on the medical expertise available on this board and others."
ROTFLMAO!!!!
Thanks for the laugh to start my day.
Gabe, good luck with your investment here, try not to be so thin skinned. If you throw it down, you should expect it to bounce back in your face. Y3maxx has it right, there are some real smart cookies on this board; several physicians and Ph.D.'s. I only suggested that interested parties google your name so they could get some insight into your opinions on other stocks. Your public footprint is interesting, IMO.
regards (where are you Lumpy?????)
aj
That's a cogent boiled down summary, and the rationale for why most of us are here.
My apologies for the ad hominim attack; I would have framed my response to Gabe Whatley's insult with a little more temperance if it was not on the fly.
Don't expect to get credibility on this board if you don't show up until the fur is flying.
There are more than a few investors who can recount the AMLN story and how it lost value after Byetta got it's approval, but then moved steadily from single digits to $40+. While we would all like to have the experience of a stock on fire, I'm satisfied that we will move forward because the value will appreciate via revenues and then earnings.
10 weeks before I even consider whether or not my investment is "dead money" and certain that this is a 4-8 bagger in 24-48 months. I have time.
aj
BTW google "Gabe Whatley" for some interesting results
So, you invest $1 million in a co. (or more) based on what? An expectation that you'll ride it "to the moon!!!"? Give me a break, you're either too impulsive to be responsible enough for your own investments, or you're lieing, and I couldn't care less which one of those you are.
Whine all you want, the co. is on target with their goals, the delay in the UK approval process HAS BEEN MINIMAL IMO, and the future looks bright for this little co.
If you think that mgmt is incompetent, GET OUT and don't look back. Otherwise, stop showing your lack of maturity with your name calling.
OK sport????
aj
Dew, you've put together 90% of the readmefirst with your 4 analyst reports. I'm long here largely because of those posts and because Lumpy made a rec as a return for my call on LIFC.
Surf, if you don't have those reports, let me know and I can e-mail them to you.
regards
aj
"Call me a complainer but now it looks to be revisiting the 4's again.."
C'mon, stop with the day traders' mindset!
I thought carefully about the posts from the last few days (the negativity building from posters who have my respect) and was still convinced that this was an easy 6-12 month position hold. Given the news today, any weakness will be a buying opportunity and I'm sure that some of those opportunities will be engineered by big money.
Let's see where this is in 10 weeks. That's about as short-term as I'm willing to consider.
aj
Not a double from here, but certainly a 30-50% pop, IMO over the course of the next couple of weeks. The co. will finally have a REVENUE stream, and no matter what the size of the stream, the transition to a money generating entity will be real helpful.
Nerf, hope you had some dry powder yesterday in the PM and/or this AM to restock your portfolio. Looking back, $4.80 will be seen as a big bargain.
regards and lets start moving up,
aj
Anytime you have an indication for "breakthrough pain" you can just bet that chronic back pain patients will want to get their hands on it. I agree that it may not be easily available and the whole premise of my question is morbid in the sense that i'm asking for opinions about how the illegality of a drug will benefit our pockets, but there's no denying that some of this occurs with popular drugs with abuse potentil.
regards
aj
Geoff, I'm not concerned about the addiction potential for ketamine, I'm just curious about the abuse potential. If its already out there as "special K" and has a rep as both a euphoric and sexual stimulant, then there may be some hype from the underground to get legal prescriptions when available, so that it can be turned around and sold on the street.
Last time I needed hydrocodone (meniscus injury) the generics cost me about $1 a pill. I'm told that the same pill can fetch $20 on the street.
OT: Yeah, RB and to some degree, IV boards for CAMH have gone beyond my interest; too much crap being thrown around. I almost want to post on RB to Surf that he shouldn't waste his time.
regards to all and congrats to you Beantowners...If the tribe had to lose, I'm at least comforted that they lost to the eventuall world series champs.
aj
I'm curious about how others here view the abuse potential of ketamine and the potential for popularity of the drug given the lack of strong evidence that it is addictive.
If ketamine has that street appeal, does any one think that it will become a drugof choice when pain med's are requested, just like Vicoden and oxycontin are now? I have had more than one patient request these meds, only to have them tell me that the request was so they could sell the excess (or all of the prescription) on the street.
Intranasal ketamine might have a particular appeal.
aj
OT: TMTA A little perspective here. For longs who have held their position for more than 2 years, yesterday's appreciation still leaves their shares under water.
A good example of the shark infested tech waters.
aj
"Alzheimer's is a disease of progression and the rate at which each patient declines is not linear. So, it is impressive that your friend was that in touch with each of his patients to be able to tell that they did not benefit from the drugs"
Having participated in many phase 3 trials for Alzheimer's drug candidates (and currently involved in one right now) as both a primary (CIBIC,CRD) and secondary (ADAS-Cog) rater, I can vouch that the modal Alzheimer's patient, with an enrollment MMSE of 22-26 will demonstrate an observable and ratable decline during the course of the typical 26-52 week trial period. It is interesting to see, as well, the occasional improvement in the same patients.
The drug manufacturers require that we sign confidentiality statements as well as 1572's and researchers can't take advantage of our observations in either direction, so I stay out of the investing of Alzheimer's research drug co.'s, but I would tell you, that, in general, I would not risk my money in this arena even when I read promising research.
regards
aj
"As bad as things are at MDT, they’re worse—a lot worse—at BSX."
So, as far as device manufacturers go, STJ might be No. 3 in sales, but the best biotech value in this area, nes pa? (I sure hope so with the bundle of CAMH stock that I own.)
aj
OT: Surf, thanks for the link; a couple of old favorites from biotech values on that link's list.
One I have tracked before (and lost to disinterest) is Torreypines Therapeutics (TPTX). They had a candidate for Alzheimer's Dz, now looking like one of their brain chemical candidates for migraines. Anybody kept up with them? Chart looks like it's ready to pull out of head and shoulders bottom.
FWIW
aj
We'll surf this one out with you
aj
PS: I can see where the frustration comes into play even though I've not been around as long as most here.
RPRX and addicted to knowledge's post:
I am curious as to some of the other assertions that addictedtoknowledge forwards in his post. More specifically:
1. Can anyone comment on the financing history for RPRX as outlined in the post? As I am fairly naive about public co. financing (but learning as much as I can) I am interested in the views of more knowledgeable posters as to the practice(s) RPRX is alleged to have used. Given the relatively small float, it would appear, from my shallow analysis, that RPRX has done fairly well in keeping from dilution (compared to some at least; PPHM comes to mind.)
2. What is(are) the ranking of finance maneuvers for public discovery co.'s with negative cash flow to maintain the co. as an ongoing proposition? Are SEDA's lower in vlaue than PIPE's?
I have a specific interest here in that I have a significant position in NGNM, a penny stock genetics lab with some moxy with a product they call Tech only FISH (Flourescence In-Situ Hybridization) that they market to oncologists and pathologists allowing the Physicians to do more of the interpretive work and generate more billable work per test. The co. also boasts of very fast turnaround times (48-54 hours from time sent from the source to their lab). Much of their early financing has been through a SEDA, but they have recently cancelled the last 18 months of this option, only to be followed by a modest PIPE.
Any input from you seasoned investors is appreciated in advance.
aj
Genisi, thanks for the PP. Let's not be sexist though, I wouldn't be able to resist a WOMAN who was rich, had a big stash of Cote d'or Noir de Noir, and had some espresso brewing on a Rancilio Silvia.
aj
OT: Last post, did get it and we lose the vocal quality in print media responses. Mine was a tongue in cheek response to yours.
A good bashing of the megabreweries will suffice to get us through an otherwise slow day.
Now where's that Young's Double Chocolate Stout, I want the best of BOTH worlds....
aj
OT:Oh no, please, those are micro brews as far as I'm concerned, and Damn fine ones to boot! It's beers like those that have Miller and Coors ganging up to see if they can do something to eat away at Annheiser/Bush and the market share taken away from them by companies who know how to brew a quality tasting beer!!
In my perfect world, this ungainly marriage will help the decline of these sorry excuses for brewing and open the door even more for quality, small co. beers.
Cheers,
aj
"SkinnyChocolate or, perhaps more popular, SkinnyBeer."
Oh the horror!!!!
We've already been through this....Lite Beer!!??!!
Life is too short for chocolate that isn't FULL of cocoa butter and beer that is watered down. There isn't a major brewery in America that knows what a good beer tastes like AND provides it to the market (with the possible exception of Boston Brewing with the Sam Adams Line; and some of these push the limit.)
Thank goodness for microbreweries and good, dark beer.
aj
I'd like to know whether the colonography prep is the same as for the colonoscopy prep (a major factor for most.) No reply necessary, I've now read the replies.
I've had 2 colonoscopies. The first was with my PCP, who knew me well (and knew me to be an inquisitive Ph.D.) but didn't tell me until it was too late that he had no intention to sedate me, then turned the machine around and allowed me to watch the procedure on the screen. "fascinating, isn't it?" he said, while I felt the pressure of the fecal load of my life both build, then fall as he inflated and deflated me.
Nothing like seeing your insides in real time.
The second procedure was done by a gastroenterologist who mercifully gave me enough versed to make the procedure almost pleasant, (although I think anyone willing to insert a probe into my rectum ought to be willing to buy me a drink first!)
aj
"It sure seems that the US Army has probably written 1/2 of it already, or would desire to! And they will attend the Nov FDA meeting..."
And therein lies the GREAT attraction about this story for me. The products are good to great as stand alone, but who can predict the amount of drug ordered by the DOD once the approval hoop has been put behind us. In fact, I wonder regarding loopholes for the military to use dyloject immediately on foreign bases once this has passed muster in the UK.
regards
aj
"ARAY reminds me more of ISRG"
At first, I got the same impression. After today's lively conversation, however, I'm more inclined to see this as somewhere between a Da Vinci machine and LASIK machine.
Ads are running in the local paper about how the Da Vinci robot is now being used for hysterectomies. I've also corresponded with a pulmonologist on another board who reports new chest sugery app's for the machine. If I recall correctly, the Da Vinci machine made it's rep via TURP procedure.
I'm not well enough informed about the potential for Cyberknife, but given today's back and forth, it sounds like the number of app's are somewhat more limited.
FWIW
aj
LOL!!!
My sister and brother-in-law live in Ventura. Both are engineers with safe public sector jobs. Lucky they bought their house well before the bubble. 1600 sq ft for $300 K. They've had unsolicited bids of over $700 K in the year before the collapse, but of course, they'd have to pay just as much for the next house. Couldn't convince them that if they moved to a "fly over state", that $400 K profit could set them up for early retirement!!!
aj
A precise observation, I think that is the exact daily process and the MM's are taking full advantage of both ends by holding the down the ask during the day and raising the bid at the end.
aj
Just checked the number of MM listed for JAV. We're at 10. Such a small number leads me to the conclusion that we're getting jerked around. Witness today's drop on such small volume.
The MM's get to dictate the spread to some degree and retail investors can do little about it.
http://www.nasdaqtrader.com/asp/daily_positions.asp?TradeDate=&searchby=issue&Symbol=jav&...
aj
I don't know too many engineers who have to pay upwards of $30-$60K per year in liability insurance.
Engineers were certainly to blame for the design, inspection flaws that brought down the Minneapolis bridge, but there aren't going to be any personal injury lawsuits against them, you can bet.
aj
[This longitudinal study followed 370 children with ADHD and 740 controls from birth to age 18. The results are not exactly surprising.]
Indeed, not surprising at all when one considers that stimulants will increase attention and learning efficiency REGARDLESS of ADHD status. The study just confirms that stimulants do what every college student who ever used them to cram knows.
The study would have had to have had an arm where non-ADHD students were also alowed to use methylphenidate as well to derive any real conclusions.
aj