Hopefully news related to the pricing negotiations will be released soon to give the lie to AF's dig in his latest article about Hospital Exemption revenues not being included in the latest 10-Q (ignoring several statements made by the company regarding timing and the very recent commencement of treatment of the first patient). Unfortunately, regardless of how positive the news may be, I wouldn't be surprised to see him find a way to belittle any progress, viz. the comment at Woodford has only committed 0.05% of his portfolio.

AF thrives on selective editing and red herrings

A very misleading headline - while technically correct, it does not reflect the real picture in any way at all. Such headlines are meaningless for a development stage biotech - IMHO.

This article is focused on the financial arrangements only and as you said, the caveat is 'if DCVAX-L blows up'. Even so, his point that COGNATE will be paid $8 Million if both trials blow up seems to be classic misdirection. Cognate has been supporting manufacturing with payments in stock, so if the trials are stopped, it seems to me the payment is reimbursement for services performed.

Interestingly, IMO, he does not attack the science or the data reported thus far (as implied in earlier tweets, as with Ben Hodges, and articles). Or maybe that is being reserved for the next news release.

It's Goldman Sachs - what else needs to be said.

Flip, as ugly and unfortunate as it may be, I would not be surprised if your last statement is largely true. Some may say this is a conspiracy theory, but so much of the news from the financial sector points to cronyism and undue influence enabling people to get away with highly questionable and even illegal behavior. Retail investors can only hope that results and execution allow some level of decent returns on investments.

Flip as ugly and unfortunate as it may be, I would not be surprised if your last statement is largely true. Some may say this is a conspiracy theory, but so much of the news from the financial sector points to cronyism and undue influence enabling people to get away with highly questionable and even illegal behavior. Retail investors can only hope that results and execution allow some level of decent returns on investments.

You may very well be right about AF drafting or writing these. The hit parade of misdirection, incomplete and incorrect information disguised as supposedly reasoned thinking is nauseating. There is a vendetta being waged by the shorts camp while all that Longs want to do is let the trials run their course and the results speak for themselves.

I think AF is calling in chits from 'friends'. He has been quiet since the WAPO article came out - I believe he had a tweet that said their lawyers were taking it seriously. But he can easily get his friends to write negative articles. The articles from the LA Times columnist, Lowe and two from BH have all been published in rapid succession since the Pearlstien article to maintain a negative pressure. Also explains their sloppiness and cherry picking to publish fast - IMO.

Mine was deleted as well.

Thanks.

Highwayman,

It might be useful to forward that text to Pearlstein - it may be useful to him if he is being pressured in any way. [Given his experience and stature, perhaps not, but one never knows.]

I don't know about anyone else, but it is surreal in how on the one hand, there has been a very animated set of threads focused around the WAPO article, AF, SA, NWBO strategy, etc and on the other hand, a very calm almost serene, rational and technical discussion between Pyrr, Flipper, DrChuck, etc. on the therapy and the science. I am enjoying both of those, but just wanted to make that observation. LOL.

Aaron Task can be contacted at altask@yahoo.com. Howevber, his bio indicate s that prior to joining Yahoo in 2008, Task was Editor-at-Large for TheStreet.com. So Yahoo and Fierce biotech have connections to TheStreet.com.

Agreed. And fully agree with DGDW as well. It is a fantastic post in it's entirety and worthy of being tweeted/ publicizeed to the wider world (with DGDW's permission) as it lays out the extremely worthy and in several cases, very personal motivations that drive and bring this investor community together.

Xena,

I think you are spot on. Had been thinking the same thing earlier today trying to figure out the reason for the sustained negative attacks. I believe someone posted today that AF's twitter feed indicates that he is plans to respond to Mr. Pearlstein's article - interested in seeing if he comes up with anything new beyond his unsubstantiated and biased opinions.

With the Post's reach, this should get some attention, but don't know how much good it will do, especially since Wall Street firms have friends in high places all around. Also, does this coming out on Friday somewhat mute it's effect?

I am hoping it is. We will found out next week when it starts trading on the NASDAQ.

But do look forward to your 'Good Morning Team Titan' - reminds me of Robin Williams in 'Good Morning Vietnam'. LOL.

Perhaps Posi's news has something to do with Titan and J&J - an exclusive licensing or partnering agreement? We'll just have to wait and see and stay Long.

Agree with Chickenlips. We all have our own investment strategies and approaches based on identified opportunities, risk levels, etc. I do not see CUIN as abandoning TITXF, but simply stating and executing his strategy to maximize his returns and mitigate risks as he sees them.

I have been invested in TITXF for over 4 years and there was a time when I exited as well and made some profit and then re-entered. Currently, I am just holding long despite the downturn in PPS - but that is my approach and decision because my position is not large enough to make it worthwhile to trade in and out. Perhaps CUIN's is large enough to make sense to do that and get gains elsewhere. If he mistimes his reentry, that would be his loss or not - based on gains in his alternate investments.

Regarding 'dark pools', the following news showed up this morning:

http://www.reuters.com/article/2014/08/05/morgan-stanley-goldman-darkpools-idUSL2N0QB25E20140805?type=companyNews&feedType=RSS&feedName=companyNews

'...as I slowly design his orange jumpsuit...' LOL.

Smith has posted his rebuttal to RP from his website, as an SA article this morning.

With the Mayo Clinic coming on board next quarter, the trial will be conducted at the two top hospitals in the country:

http://www.startribune.com/lifestyle/health/267204231.html

That is the classy chewing out that is needed whenever any of these uninformed, agenda driven authors pop-up. I guess Mr. Rajiv feels like a small child after a visit to the principal's office.

Let's hope they are updating the site and will be including Ms. Bertner's IR role and contact information. That being said, a quick update to the IR page on the current website was quite possible and should have been done - specially given the PR.

The "some industry watchers" referenced sounds suspiciously like AF, Buzdar, et.c and the spate of articles since March that have been dismissive of NW. I cannot see LP being dismissive of their Phase I/II trial.

I believe someone posted on this board that there is a connection between Fierce Biotech editor and AF. Does that connection/bias flow through to other Fierce publications?

Incidentally, the SA Managing Editor for Opinion and Analysis was at thestreet.com for 18 months from Jan 2007 - Jun 2008. Don't know if any loyalties/networking were carried forward.

Thank you! I am hoping that this may help counteract the negative press to some degree.

It is an NIH publication. It may even be peer reviewed. Can someone post this as an instablog to SA?

They must BS'ers par excellence to rope in and dupe Mayo Clinic, UMass, FDA...? Oh, I get it, the doctors at those hospitals are in on it too without telling their management.

I was thinking about the access to European markets via MedTech as well. However, don't know much the company as yet and so cannot determine if they are the appropriate partner to take Titan global. Perhaps one of several partners?

Is it possible that an agreement with MedTech will then give Titan access to an entity that would serve as their sales force/field partner?

Fine, you sell and we, the longs, will buy and make money in the long run.

We can but hope that they will. Thanks for your efforts and the research - takes quite a bit of dedication to pull all that information together specially after a busy day on the day job.

Agree with Steppenwolf. Suggest sending to SA editors since sentiment's analysis shows that the article does not meet the criteria for 'Editors Pick'. In fact the factual errors should cause them to withdraw the article with an explanation of why.

BSB: Well said.

Other than that, the premise that since it has only product, it has a lot of downside is not necessarily follow. I wonder what this so called analyst would have said about ISRG when they first came on the market with one product,a new surgical technology that needed to be adopted and a new business model.

As someone else posted earlier - probably a short position holder since the article come out after two days of significant PPS movement.

Agree.

Don't know what responsibilities he had as an Area Training Director at ISRG, but doesn't sound like a true Business Development executive. So perhaps, they are clearing the way to bring someone else aboard with more marketing and business development experience?