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Postyle,
Thanks. I am up about 13 percent on the BWC shares I bought in December, but never could get as many as I wanted. I figured Shuttleworth - having found our IDCC gem - might have some other good ideas.
Steve
Israt,
FWIW, a while back, someone had posted an interview on a Canadian TV channel with Ron Shuttleworth (M Partners) who had given some much-needed respect to the prospects for IDCC. I've lost the link to that interview, but did take note of at least one other company he was recommending: Broadwater Systems (BWC.TO). BWC had just signed an agreement to provide services/software to Verizon. So I wonder if they are occupying some of the same space IDCC occupies in M2M, etc.
Steve
Their current release:
http://finance.yahoo.com/news/Bridgewater-Announces-15-New-cnw-2867060343.html?x=0&.v=1
"Bridgewater Announces 15 New Policy Wins in 2010
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BWC.TO 8.91 +0.01
Chart for BRIDGEWATER SYSTEMS CORPORATION
{"s" : "bwc.to","k" : "a00,a50,b00,b60,c10,g00,h00,l10,p20,t10,v00","o" : "","j" : ""}
Press Release Source: Bridgewater Systems On Wednesday February 2, 2011, 8:00 am EST
OTTAWA, Feb. 2 /CNW/ - Bridgewater Systems (TSX: BWC - News), the leader in intelligent broadband controls, today announced that during 2010, 15 mobile service providers selected Bridgewater's policy control/PCRF solution to innovate with new services, optimize their network, and enable the transformation to 4G.
News <<
* Bridgewater announced success in 2010 for the company's high
performance, carrier-grade Policy Controller/PCRF solution, with 15
mobile operators selecting Bridgewater to serve 3G, 4G, and convergent
networks in all major global markets.
* With the new customer wins, Bridgewater demonstrates its policy
leadership and flexibility to support network transformation, service
innovation, and 3G network optimization. Specific examples of these new
wins include:
o Machine-to-Machine (M2M): After a competitive process, Bridgewater was
selected by a leading M2M mobile data-only virtual network operator that
provides M2M services to leading Tier 1 operators worldwide;
o Transformation to 4G LTE: Bridgewater won several new deployments of its
integrated PCRF and Home Subscriber Server (HSS), to enable service
providers, including Cellcom and Agri-Valley, to launch LTE services. The
Bridgewater EPC 500, a unique solution that combines PCRF and HSS, leverages
Bridgewater's complete and integrated intelligent broadband controls
portfolio;
o Convergent Quota Management Across 3G, 4G, Wi-Fi and Fixed Networks:
Bridgewater extended a 4G deployment to win the 3G PCRF, Wi-Fi, and Fixed
components for this Tier 1 operator, providing a common broadband controls
solution across all of its access networks. In addition to fair usage and
traffic management, this deployment will provide shared quotas across any
access network;
o Bill-Shock Prevention: Bridgewater won several new customers for bill shock
prevention, to provide metering and quota management based on different
roaming tariffs. In addition to supporting re-direction on threshold
breach, Bridgewater's myPolicy smartphone client will provide service plan
personalization to advise on thresholds and notifications;
o Private LTE Broadband: Bridgewater was uniquely selected to provide its PCRF
and HSS, part of our integrated Evolved Packet Core solution, to a market
leader offering private LTE broadband solutions to the public safety
market. Bridgewater's PCRF will play the crucial role of prioritizing
applications, devices, and Quality of Service (QoS) as part of an integrated
end-to-end LTE solution for the public safety market;
o Parental Controls and Session/Application-Based Usage: Through our partner
Cisco, this Tier 1 operator in EMEA will deploy the Bridgewater PCRF
solution on the Cisco Unified Computing System(TM) (UCS) platform, to enable
parental controls and new services based on application-specific usage.
-- The Bridgewater® Policy Controller is a market-leading policy engine
which supports 3GPP PCRF Release 7, 8 and 9 standards and multiple
access networks from a common platform. The Bridgewater Policy
Controller provides real-time network, application, and subscriber
policies to manage mobile data growth and deliver personalized services
across a broad set of multi-vendor network enforcement points.
>>
Quotes
Graham Finnie, Chief Analyst, Heavy Reading "Policy control will continue
to dominate the market in 2011, with significant growth in all major
geographic markets. Our network operator survey work tells us that we can
expect to see increased demand for dynamic policy control solutions that
enable sophisticated new services and business models to be developed, while
still leveraging these systems to manage and ease congestion."
David Sharpley, Senior Vice President, Bridgewater Systems "Our 2010
policy momentum validates the tangible business value and flexibility that can
be derived from our carrier-grade policy control solution. Bridgewater is at
the forefront of delivering innovative policy use cases that leverage our
extensive policy experience and our unique approach of enabling service,
policy, subscriber, and device controls that allow service providers to create
exciting new services while simultaneously managing network congestion."
Tags / Keywords
Bridgewater Systems, LTE, WiMAX, Home Subscriber Server, HSS, Policy
Controller, PCRF, 3G, 4G, EPC 500, intelligent broadband controls
Links
http://www.bridgewatersystems.com/Policy-Controller.aspx
http://www.bridgewatersystems.com/EPC-500.aspx
http://www.bridgewatersystems.com/Home-Subscriber-Server.aspx
About Bridgewater Systems
Bridgewater Systems, the leader in intelligent broadband controls,
provides pre-integrated solutions for mobile and converged operators to
transform their networks, optimize mobile data growth, and innovate with new
services. The Bridgewater portfolio of carrier-grade products includes
Service Controller (AAA), Policy Controller (PCRF) and Home Subscriber Server
(HSS), anchored by a common identity and device management system. More than
150 leading service providers worldwide leverage Bridgewater to create and
deliver profitable services to consumer, enterprise, cloud and machine
markets. For more information, visit us at www.bridgewatersystems.com or meet
with Bridgewater at Mobile World Congress - Booth 1F47.
Bridgewater, Bridgewater Systems, the Bridgewater Systems logo, WideSpan,
Smart Caps, myPolicy, and Subscriber Data Broker are trademarks or registered
trademarks of Bridgewater Systems Corporation. All other company, product
names and any registered and unregistered trademarks mentioned are used for
identification purposes only and remain the exclusive property of their
respective owners.
To view this news release in HTML formatting, please use the following URL:
http://www.newswire.ca/en/releases/archive/February2011/02/c7061.html
For further information
Rose Ross Omarketing rose@omarketing.co.uk US: +1 781 519 0275 UK: +44 208 255 5225 Ann Hatchell Bridgewater Systems ann.hatchell@bridgewatersystems.com +1 613-591-9104 extension 2030
"Dividend" in Fidelity margin acct.
Neither a dividend nor a payment in lieu of dividend has shown up in my Fidelity account...yet.
Discovery Labs targets 3Q for Surfaxin FDA filing
Discovery Laboratories sets early 3rd-qtr deadline to file FDA complete response on Surfaxin
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Companies:
o Discovery Laboratories, Inc.
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Chart for Discovery Laboratories, Inc.
{"s" : "dsco","k" : "a00,a50,b00,b60,c10,g00,h00,l10,p20,t10,v00","o" : "","j" : ""}
On Tuesday February 1, 2011, 8:45 am EST
WARRINGTON, Pa. (AP) -- Discovery Laboratories Inc. said Tuesday it aims to file early in the third quarter a complete response to the Food and Drug Administration for its drug Surfaxin.
Surfaxin aims to prevent respiratory distress syndrome in premature infants. The Warrington, Pa., company said it believes a key remaining step it must complete is to satisfy regulators about the final validation of a preclinical fetal rabbit biologic activity test, an important quality control release and stability test for Surfaxin.
Preclinical trials do not involve humans and are shorter and less expensive than trials involving people.
The FDA has been reviewing Surfaxin since 2006, but it has not approved the drug because of concerns about the test used to determine Surfaxin's shelf life, as well as manufacturing issues.
A third-quarter filing could lead to an FDA decision on approval early in the first quarter of next year, Discovery said.
Source:
http://finance.yahoo.com/news/Discovery-Labs-targets-3Q-for-apf-2285567039.html?x=0&.v=1
E,
Where it would matter is if more sales are made by licensees paying a higher variable rate than by licensees which paid a flat fee and do not compensate IDCC for each incremental phone produced.
Steve
M3S,
Washington is about 32 degrees with clearing skies. Downtown escaped most of the snow, I hear.
Steve
Jim,
(With my tongue firmly in cheek) Perhaps Roath does have confidence in IDCC and doesn't need these shares because he is the one who bought all those DITM calls on friday.
Steve
0815ax,
Thank you for the charts.
Steve
It's certainly NOT the concensus estimate of reports over at Fidelity (1st sticky post shows them). That would indicate BUY.
Steve
Thanks.
I should have posted the source:
http://biz.yahoo.com/e/101229/dsco8-k.html
Tiny Germ-Fighting Molecules Mean Survival From Rare Immunity Deficiency
By Nicole Ostrow -
A U.S. study of a rare illness that wipes out the immune system may help doctors assess which patients should receive bone-marrow transplants.
The severity of chronic granulomatous disease, a genetic malady affecting about 1 of every 200,000 people, reflects the number of germ-fighting molecules called superoxide rather than the way the condition is inherited, researchers said today in the New England Journal of Medicine. Gene tests can predict superoxide production, helping determine whether a patient needs a transplant, the most aggressive treatment, the authors said.
The study “gives the physicians a tool, a marker, of who is going to do well and who is not going to do well,” said John Gallin, the senior study author, in a telephone interview on Dec. 27. Gallin is the director of the National Institutes of Health’s Clinical Center in Bethesda, Maryland. The NIH funded the research.
The estimated 1,200 people in the U.S. with the immune deficiency have an increased risk of bacterial and fungal infections, according to the NIH. Treatments include lifelong antibiotics and antifungal medicines, injections of InterMune Inc.’s Actimmune, and bone-marrow transplants for those with the disease’s most-severe forms. Even trace amounts of superoxide can help patients survive the disease, the researchers said.
Chronic granulomatous disease affects about 25,000 people worldwide, according to the NIH. Patients’ white blood cells don’t make enough hydrogen peroxide and bleach to fight off infections, Gallin said. The patients are at risk of long-term and repeated infections that may lead to tissue masses’ obstructing the bowel or urinary tract.
Blood Samples
The researchers measured superoxide in blood samples taken from 287 people with the disease and compared the amounts with those in people without the deficiency. Patients ranged in age from 1 year to 64 years.
Those with the highest levels of superoxide had the best survival and were less sick, the researchers said. Patients with the lowest levels were about 5.5 times more likely to die from the disease than those with the highest levels, Douglas Kuhns, the lead study author and a scientist at SAIC-Frederick Inc., an NIH contractor in Frederick, Maryland, said yesterday in a telephone interview. The company is a unit of McLean, Virginia- based SAIC Inc.
Before the study, the severity of the illness had been thought to depend on how patients inherited the genetic mutation that triggers the condition, the researchers wrote. Patients who got it from their mothers on the X chromosome tended to have a more-severe form than those who got it from both parents, Gallin said.
Now the researchers have shown that the severity of the disease depends on the production of the germ-killing molecules, he said.
‘Tiny Bit’
“If they make just a tiny, tiny bit, they will do better than those who make none,” Gallin said.
Intermune’s drug, which helps stimulate the immune system, is expensive, he said, so researchers are trying to determine which patients are most helped by the Brisbane, California-based company’s treatment. Actimmune generated $25.4 million in 2009 sales, according to data compiled by Bloomberg.
“We basically have now provided a new tool to clinicians that allows them to assess the severity of the disease and what the survival is in patients and identifies those patients we need to be more aggressive with in therapy,” Kuhns said.
The findings may help doctors who treat patients with other immune system illnesses better understand those conditions, he said.
To contact the reporter on this story: Nicole Ostrow in New York at nostrow1@bloomberg.net.
To contact the editor responsible for this story: Reg Gale at rgale5@bloomberg.net
http://www.bloomberg.com/news/2010-12-29/tiny-germ-fighting-molecules-mean-survival-from-rare-immunity-deficiency.html?cmpid=yhoo
Form 8-K for DISCOVERY LABORATORIES INC /DE/
29-Dec-2010
Entry into a Material Definitive Agreement, Financial Statements
Item 1.01. Entry into a Material Definitive Agreement.
On December 22, 2010, Discovery Laboratories, Inc. (the "Company") and Genzyme Pharmaceuticals LLC ("Genzyme") entered into a Supply Agreement (the "Supply Agreement"). Pursuant to the Supply Agreement, Genzyme will provide the Company with Palmitoyl-oleyl phosphatidylglycerol (POPG) Na LP-04-180, a necessary ingredient (the "Material") essential to produce Discovery's synthetic, peptide-containing pulmonary surfactant (lucinactant) in liquid, lyophilized or other dosage forms and including, without limitation, the branded drug product candidates SurfaxinR, Surfaxin LST, and AerosurfR. The Supply Agreement contains the general ordering and commercial supply terms and conditions, as well as the specific economic terms for purchase of the Material, including price and delivery terms. Subject to earlier termination for various matters, including material breach, the initial term of the Agreement is five years, and shall be renewed by the parties automatically for successive two-year periods unless terminated by either party by written notice not later than 16 months prior to expiration of the initial term or any renewal period.
The above summary of the Supply Agreement is qualified in its entirety by reference to the Supply Agreement, which is filed as Exhibit 10.1 hereto and is incorporated herein by reference.
Item 9.01. Financial Statements and Exhibits.
(c) Exhibits:
Supply Agreement dated December 22, 2010 between
10.1 Discovery Laboratories, Inc, and Genzyme Pharmaceuticals
LLC .1
1 Exhibit 10.1 has been filed in its redacted form. The Company has requested confidential treatment with respect to certain portions of Exhibit 10.1 and has filed the un-redacted portions of the attached exhibit separately with the Securities and Exchange Commission.
Spike in after hours to $3.88.
Showing at this page:
http://finance.yahoo.com/q/bc?s=DSCOD&t=1d&l=on&z=l&q=l&c=
Althought the numbers have changed. Demand and supply appear to be in balance at the moment.
Last Trade: 4.32
Trade Time: 2:03PM EST
Change: Down 1.08 (20.00%)
Prev Close: 5.40
Open: 4.56
Bid: 4.32 x 700
Ask: 4.39 x 700
Seems like a big overhang of potential sellers per yahoo:
Bid: 4.36 x 700
Ask: 4.40 x 7500
USNW,
Along that vein: They should have moved the "signing" to a sauna, but the ink might never have dried.
Steve
Thank you.
What is going on with the sharp rise in DSCO?
Steve
At minimum, I would instruct your broker not to tender the shares. Usually, the broker will send you a form to decide one way or the other. However, I once saw my broker (Quick & Reilly) go ahead and tender my shares anyway.
Ellix,
And all of them have updated reports available thru Fidelity, except for Dougherty. So, for holders of accounts at Fidelity, the reports can be downloaded as pdf files. I would imagine many other brokers have reports available as well.
Steve
According to Fidelity, there are these analyst recommendations, in order of their "Starmine" accuracy.
Market Edge Buy
Ned Davis Research Outperform
Columbine Capital Services Inc. Favorable
Thomson Reuters Hold
Dougherty & Co Buy
Channel Trend Inc. Buy
EVA Dimensions Buy
Zacks Investment Research, Inc Hold
Ford Equity Research Neutral
Thomas White International Buy
Ativo Research Most Favorable
steve
IMHO, I think Cramer is simply trying to jump in front of the parade.
I seem to recall how many members of this board used to decry how he was just an entertainer, a hack, did no research of his own and had unfairly slammed IDCC.
Now that he is touting our stock (yes, I am long and have not yet sold any shares I ever purchased - but have only been in the stock a couple years) I agree it may be helpful to draw more interest and broaden the number of holders. However, would not most people still feel he is an entertainer and a hack?
Would love to have some more stocks like ITMN!
http://www.minyanville.com/businessmarkets/articles/intermune-pirfenidone-lung-drug-ipf-idiopathic/12/17/2010/id/31764?camp=syndication&medium=portals&from=yahoo
"Shares of the company more than doubled on the news, trading at $33.09 midday Friday. Investors who stuck with this stock have been on a wild ride all year. The stock started the year at $13, shot up to $48 on expectation that the Food and Drug Administration would approve the treatment and then came crashing down to below $9 after the agency asked for another human trial to prove the drug was effective. An FDA advisory panel recommended approving the drug in March, which led investors to believe the product would be approved.
It’s unclear what InterMune’s next step is in the US. Another human study of the drug will be expensive. Welch says he’ll update investors early next year.
In the meantime, Welch is moving ahead with a planned launch in Europe and has even hired an overseas management team led by Giacomo Di Nepi, a former CEO of Takeda Pharmaceuticals’ European business.
Welch says he expects to hear from European Union officials by February or March on approval of Esbriet, which also is known by its chemical name pirfenidone. If approved, the drug will require some safety monitoring of patients, Welch says. He declined to discuss any details about potential labeling."
M3,
Lets hope we longs all live happily ever after! Thanks for the explanation. I hope IDCC will take such an approach.
Steve
DR,
Thank you. I agree that it is complex and I could not get my mind totally around how it would work.
I appreciated Nuke John's explanation, but that would apply more to IDCC being the sole owner of the Nortel patents. I agree with his (and Merritt's) logic that added essential patents would be accretive to the rate IDCC could charge, but see the possibliity of equipment makers being in the consortium as being akin to IDCC trying to drink from a cup with a large hole in the bottom.
Steve
Just a question.
If IDCC wins the Nortel patents as part of a consortium, and some of the members of the consortium are manufacturers, don't the manufacturers have to reciprocally lincense other manufacturers (whose IP they use) for no fee? Who would be left for IDCC to license and add to their income stream?
I just thought this article had not yet been posted and would be applicable to the discussion of possible buyout of IDCC by one of the bigger players.
The subhead of the article is: "Leaders at Google, Facebook, Microsoft and Cisco share secrets about dos and don'ts for companies looking to get bought"
Steve
http://www.itworld.com/business/122114/how-get-bought-google-facebook?source=ITWNLE_nlt_smallbusiness_2010-09-29
ODog, Sounds better than I thought. Atleast their treatment of these items sounds consistent. SC
ODog,
It would then seem that this $500k and much of the one-time payment (by what the members of this board generally seem to concur is Kyocera) for past amounts due for two quarters "plumped up" this quarter's net, rather than managment restating profits from earlier quarters, as some companies might.
SC
So that $500,000 would have been moved to net profit?
Generally, yes.
Yes. I'm sticking with IDCC as I'm waaaay long. I might add that I use a Samsung phone, which is a licensee of IDCC.
On the roaming, my Sprint plans have had this feature of free roaming on Verizon (up to 50 percent of total use) for at least the last 10 years. In our home, Verizon has the strongest signal, followed by Sprint. ATT and T-mobile have next to no signal, such that friends with iPhones need to sign on to my wireless network.
Just a note: Some of us use Sprint but have free roaming on Verizon.
When you find the answer to that... please let us know!
It was luck ... and a limit order.
Yes. I just added another 500, but it was interesting how Fidelity picked them up in dribs and drabs.
EXECUTIONS FOR THIS TRADE
Date Time Price Quantity Total
05/19/2010 10:20:36 AM $25.55 12.000 $306.60
05/19/2010 10:20:36 AM $25.55 300.000 $7,665.00
05/19/2010 10:20:36 AM $25.55 188.000 $4,803.40
My first post. Lurking for a long time.
As the holder of the option would still profit from upward movement, I might speculate that a reason for holding the actual shares might be some expectation of a special cash dividend.
What might be other motivations?
someconcerns