is...(put something here)online
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Yeah. I,ve done quite well following BBs.
GL2u
Tory
Thanks Matt. I've begun looking into the company and your summary has given me a good direction to help zero in on relative coming events. Looks like a sweet co. Pretty beaten down.
Matt, you really believe in CPRX's future, don't you. I haven't DD'd it yet but can you tell when it's next catalyst is?
AF - I hardly ever post anywhere anymore, but I wanted to thank you and Unix!! I was about to take a position in AXU, then read your alert and backed off to wait a bit. Saved me quite a few $$. Now I watch & wait.
PS: LOVE THIS BOARD!
BPMX - I've been lurking here for about a year and like your board. I see BPMX is heating up and am wondering if ORIONS are still buying
BPMX- down 30% on misinformation: https://www.insiderfinancial.com/markets-have-it-wrong-on-biopharmx-corp-nysemktbpmx/122297/
Life Sciences Report: http://finance.yahoo.com/news/life-sciences-report-interviews-durect-124500077.html
DRRX - interesting interview - http://finance.yahoo.com/news/life-sciences-report-interviews-durect-124500077.html
sorry for the bolding. It didn't turn off when I asked it to, lol.
I have to ask: isn't anyonebothered by NETE issuing a rosy shareholder letter one day, and right afterward filing a mind-boggling up-to-$50,000,000 shelf? Is this not even considered in doing one's DD or analysis?
Thanks JL. It's always iffy to recommend a drug that most doctors are unaware of, but Vascepa's safely profile makes it worth trying. Appreciate your response.
Tory
Are there any doctors here who are familiar with a condition called seronegative spondyloarthropathies. I have a dear friend who is in agonizing pain that never goes away. I've been told it's like RA, but is not. He is currently being treated with Methotrexate, where he has been escalated to max dose, taken: 5 pills Monday; 5 on Thursday. Liver concerns if he goes any higher. The doctor says he'll be on medication for life, once they get the right level.
He has lost the use of his hands, various body parts are red and swollen and very painful. He apparently has high levels of inflammation and the inherited gene HLA B27 from mother or father.
My question is: Would Vascepa help the inflammation or would it probably conflict with his meds??
Thank you for any help.
Tory
However, having said that, there's still a lot of great info in that sticky!
Thanks for the quick and incisive response. Doesn't look as good as one would think at first blush. Guess one needs a magnifying glass when doing their DD, lol.
Croptop, I'm interested in your comments regarding jbem's sticky notes. I've been in SNGX less than 2 months and for my own edification wonder if you would please point out what information in his notes are incorrect.
Thanks and I appreciate your response.
Tory
NETE Did you see that?? Huge buying at the ask
AF, I'm not sure, but I may be your 2300 follower on Twitter. Enjoy your alerts and trading wisdom very much. I've been an investor in AMDA for some time and have every confidence it will reach its goal pretty soon. Good company, good stock.
Best to all Orions....
Tory
I am an AMRN investor. I seldom read the boards of any of my stocks. However, I have been glued to this one since the infamous ADCOM. I was wondering if any of the great detective work done here (thanks guys & gals) has been submitted to the large fund investors?
I also wonder if big money investors are in any way objecting to the FDA 's high handed and shameful treatment of AMRN? I would hope they would enter the fight as I assume they have a little more clout than us retail.
Posted by DDBuyer:
Companies that Can Mend the Biotech Market: Stephen Brozak
SB: On March 13, Navidea Biopharmaceuticals Inc. (NAVB:NYSE) got approval for Lymphoseek (technetium Tc 99m tilmanocept), an injectable product to locate metastatic lesions in lymph nodes draining primary tumors. This new diagnostic will be introduced and sold through Cardinal Health Inc. (CAH:NYSE), which is the single largest distributor of isotope diagnostics in the U.S. It already has a price. It already has applied for reimbursement, which is pretty much automatic. The stock went down with the approval announcement. There is a disconnect here. This is a superior product, and Cardinal Health is vending it for indications in breast cancer and melanoma. Navidea also just announced Lymphoseek’s ability to identify, with a high degree of specificity, sentinel lymph nodes in patients with head-and-neck cancers. This is an important outcome, with the potential to expand Lymphoseek’s use beyond its current indications. It is possible for Lymphoseek to be used in other solid tumors, such as prostate or colorectal cancers. The company is now poised to change oncology staging options.
TLSR: Steve, metastasis kills. Primary site solid tumors can be resected, but nine out of 10 deaths from solid tumors occur because of metastasis. If this product does what you say, then it’s extraordinary.
SB: Right. And it’s true. This product could allow something no one has ever seen before: the ability to stage and treat all solid tumors in the body. It can work for prostate cancer, for lung cancer or for any solid tumor. Clinicians have the ability to figure out if a cancer has progressed beyond the primary site with a gamma detector. What is that worth? We’re not talking about hundreds of thousands of patients. We’re talking about millions of patients in the U.S. alone.
TLSR: How is Lymphoseek superior to competitor products?
SB: For the first time, doctors have the ability to see if the cancer has metastasized into the lymphatic system with a great degree of accuracy. This is the last shot at stopping disease progression. Lymphoseek was created specifically for this purpose. As a result, the suspension molecule is much smaller than its sulfur colloid competitors. As a result, it can travel through any lymphatic system, whereas sulfur colloid is too large. There’s really no competition.
“Pharma has lived by the blockbuster product, and now it is dying by the loss of the blockbuster.”
Another feature is that Lymphoseek is pH neutral, whereas current suspension formulas are highly acidic and cause discomfort and pain. Also, dosing has been standardized. The reality is that Lymphoseek is simpler for nuclear pharmacies to make. And guess what? If you use a regular sulfur colloid for node localization, you’re not going to get paid for it. The hospital has to absorb that cost. If you use Lymphoseek, the hospital will be reimbursed.
TLSR: How many points did Navidea have to give away to Cardinal Health?
SB: That is the great thing for Navidea. The company negotiated this contract at a very early stage, and this is a true revenue-sharing model that is more favorable to Navidea than to Cardinal Health.
TLSR: Is there a commitment to promote the product?
SB: Absolutely. Cardinal Health has already begun the distribution and dissemination of information about the product.
Link to full interview: http://jutiagroup.com/20130411-companies-that-can-mend-the-biotech-market-stephen-brozak/
ZNGA - nice coverage on CNBC a few minutes ago - analyst BUY, tgt $4. I personally think that target is way too low
You and crop are so right about the variety of issues involved in the world of addiction. If the FDA thinks "one"lone drug will solve the drug problem in today's society, they are living in an ivory tower. In the first place the addict has to have a very strong desire to overcome it and be willing to stick with it. That in itself is a huge hurdle and will probably take several tries. TTNP is offering a tool to help.
Then if the addict is on the methadone treatment, he's faced with the prospect of worse withdrawal ordeals from ending the methadone than what is presented by heroin withdrawal. Taking all the damage caused by the methadone treatment into consideration, I still say I'd rather get an implant any day. At least, for one thing, the addict doesn't have to make a decision every day, which will make it easier for him to stick with it.
The sad truth is an addict's recovery is never a straight line upward. A real success story is 2 steps up, 1 back. It takes time. Much much more than 6 months usually. This trial at least gave TTNP a taste of the possibility of a continuing upward trend in beating this devastating opioid addiction, even with the ups and downs.
Methadone is the current treatment of choice. Yet it has debilitating side effects. I have a neighbor who has an addicted son. He's been on Methadone for a couple of years. He has severe, painful digestive problems with chronic constipation that has him so frequently doubled over with pain he's effectively house-bound. He also sleeps most of the day.
His girlfriend's teeth have rotted from Methadone and she ended up with full mouth dentures. They are both lethargic and sick most of the time. They tell me other friends on Methadone have similar problems.
These stories are not unusual.
If I were an addict that would like to kick the habit, I would choose an implant over Methadone any day!!
NAVB - WBB Securities upgrades 12 Mo. target from $7 to $9
NAVB - the FDA rarely "promotes" drugs it approves, but in Lymphoseek's case it said the following:
Lymphoseek "is the first new drug used for lymph node mapping to be approved in more than 30 years."
http://www.fiercemedicaldevices.com/story/navideas-lymph-node-dx-mapping-agent-wins-fdas-blessing/2013-03-13
http://www.bizjournals.com/columbus/news/2013/03/13/fda-approves-lymphoseek-in-regulatory.html
NAVB - interesting comments from Life Tech Capital:
http://lifetechcapital.com/ltc/wp-content/uploads/2013/03/Mid-Day-Note-03-13-13-NAVB.pdf
ACAD bouncing off 200dma as expected. I like that the bounce is slow and steady and am hopeful that it will stick (better than if it was fast and furious -- which often times reverses back again).
Yes, looks like DVAX wants to fill the gap at 4.60-- then clear sailing....
I haven't been following DARA ... are there any near-term catalysts coming? Looks like a great chart.
SGNX - I suspect since this breakout is with high volume investors are piling in ahead of a few upcoming catalysts and it won't slow for some time.
One near term potential catalyst is the FDA's decision regarding the dangers of acetaminophen at high accumulated doses and especially when taken alongside other meds containing acetaminophen. ZGNX has no acetaminophen.
Another catalyst: Adcom in Dec.
And of course, the PDUFA in March
Next resistance is 2.94-3.04 area, then there's really no resistance points until 5.11. Enjoy the ride!
ZGNX- a pretty quiet board here for a company that has exciting technicals and future catalysts.
Heads up:
1)American Bull, Bar Charts & Stock TA are all bullish on ZGNX;
2)most indicators are positive and climbing;
3)the last 2 days the PPS has broken above the resistance trendline on the weekly chart starting from Aug. 2011;
4)volume has increased markedly this past week;
5)breakout could be one step away....it's ripe!
Right now we have an opportunity to beat the momo
NAVB - a few items "forgotten" by Adam. Posted by DDBuyer
Sulfur Colloid isn't the standard of care
Standard of care is S.C. + Blue Dye, because neither is adequate used alone
S.C. is painful, requires local anesthetic, slow clearance, non-binding, pass through problems, limited surgical window...
Lymphoseek is painless, clears in 15 min, binds to Sentinel Nodes, 24 hour surgical window, etc., etc.
Adam sees NAVB as a one trick pony... no value given for other agents in pipeline...
4694 and Altropane cleared Phase 2, starting Phase 3 early in 2012...
Based on statements made by Pincus, Zynga is already gearing up and preparing for RMG. They are getting ready for gambling outside the U.S. and hopefully when it becomes legal here, they will be the first out of the box. Then watch advertising scream up! Zynga will be making money from many directions. That is a goal worth waiting for.
Poker, it sounds like Pincus is driven and expects the same from his employees. I suppose that kind of focus can bring success to a company, but it is also dehumanizing. For the sake of the health of the company, I hope he realizes success ultimately depends on valuing its human capital. I hope you do well with your own company....
Tory
I currently hold several thousand shares of ZNGA and have no doubt this free-fall will one day be a distant memory as investors realize what a gift the current PPS is.
Poker V, perhaps you would comment on this excerpt from an article about the company....
"Much has been written about Zynga, the company behind games like Words with Friends and Castleville. The company says it takes a holistic approach to looking after employees. That is far from an original idea, but Zynga's (ZNGA) efforts are more memorable for the lengths the company goes to: free gourmet meals, massage and acupuncture sessions, capoeira classes, not to mention a beautiful, wonderland-like workplace. In return, the company reportedly expects a lot out of employees. The New York Times argued such expectations breed a tough, data-driven culture where employees log long hours."
Sounds like a dream place to work, but from some of your posts, I get the impression you didn't feel "looked after" at all. Sorry about that! However, I do get a kick out of your colorful descriptions .... especially of your ex-boss.
Here's hoping he understands what the street is looking for and pulls it out of his virtual hat!
Hi - here's my yearly post, lol. I still hold a truckload of shares and have a few observations. INCA the company seems to be moving along (as indicated by what we can piece together from press coverage). However, IDGI the stock limps along like a wounded bear, not helped one bit by the posts on this board. If I were a potential buyer, one look at this board would turn me away. Why mess with a stock that's so bashed by its own stockholders?
Fashion is a tough field - highly competitive and capricious. Takes a lot of capital and a lot of vision. Many startups fall by the wayside, yet Inca is tenaciously hanging in there. Tough little company in a tough business.
What would SEC filings tell us that we don't already know? We know they aren't making profits yet. We know they aren't dumping stock. We know they are still designing and producing product. We know they are still on the radar of various media, participating in fashion shows, etc. I could be wrong about this, but I don't think there is much they can do about the PPS until they have grown the company into a profit picture.
I too am disappointed with what has happened to our little company. I remember being so excited a few years ago buying my first tranche of stock. My highest hope now is they turn the corner and we are richly rewarded. In the meantime, I patiently wait since there isn't much else I can do. What I won't do is further stress the stock with a nonending stream of negative posts ad nauseum. What do they benefit the company, the stock, or us??
I'll go back into my cave now...
Your fellow shareholder,
Tory
ONVO For those interested in having this stock on stockcharts we can help each other by requesting they add ONVO to their covered stocks.
It's easy to do: when you type in the symbol on the chart, it will flip to a new page telling you they can't find a symbol that matches ONVO. Click on "let us know", scroll down and request they add the symbol.
If enough of us request it, they will do it.
Interesting SA article on personalized medicine:
http://seekingalpha.com/article/419851-the-age-of-personalized-medicine-has-arrived?source=yahoo
Personalized Medicine, or PM, is a large umbrella term describing the use of patient information, usually genetic or biological, to tailor medical treatments that are specific to the characteristics of each individual. In 2009 an in-depth report by PricewaterhouseCoopers focused on the growing science of PM and pegged the market value of the field at $232 billion and projected a staggering growth rate of 11% annually to $452 billion by 2015.
With two recent announcements by Life Technologies (LIFE) and Oxford Nanapore on the development of new rapid and cost-effective DNA sequencing technologies there is no doubt that the age of Personalized Medicine is upon us and many companies in this space will forge forward and profit considerably while many will perish because their technologies are no longer the vanguard of modern technology.
I believe Botox and other comparable fillers fall into the "perish" category, while LaViv will continue to forge ahead and grow with the personalized medicine field.
We don't know yet if there is an "alarming" lack of revenue (I doubt this is true);
Revenue would most likely be delayed somewhat because of the unique requirement to properly train doctors in technique. It isn't as though they are simply offering a new kind of aspirin ... they are offering a safe, long-lasting way to improve the appearance of wrinkles, acne and scarring. It will be life-changing for a lot of hurting people. I applaud the company for launching their cutting-edge product the right way.
Yes, 8 months would be a long time to show revenues for launching aspirin, but for the much more complicated launching LaViv has, 8 months is nothing.
The assertion that newly trained doctors that "aren’t generating any material business for the company" raises a red flag, is beyond my comprehension. Why would anyone (other than someone that "wants" them to fail for personal reasons) expect a company that is in the process of training doctors on a new procedure, for a brand new drug, to immediately start posting revenues?
Of course there is a time lag between training, offering the procedure to patients, time necessary for the patient to make a decision over such an important matter, culturing the patient's stem cells, reinjecting them into the wrinkles, and seeing results. Does the poster think all this is done overnight?
I once thought he had some credible things to say now and again.... not any more!