Replies to post #54924 on Biotech Values

[croumagnon]

"PP – If you want to get a feel for this company and its junk science, listen to the 3Q07 CC from three days ago."

I agree that the CC was not particularly impressive, especially all the time that was wasted by David A. Newsome whereby he seemed to be promoting his credentials for a job application instead of talking about the issues at hand...

However, I think you are making a mistake if you are judging the whole company and its prospects based on a mostly uneventful CC. I also disagree with your assessment of the Q&A, which I thought were not so bad...

[ghmm]

If I-hub had a recommend button I would have hit it on this post, my sentiment exactly! I would go through and listen to his 45 minutes of rhetoric though :) (When I saw the length of the call I thought it had some significant announcement but it seems Mr. Kanzer likes to talk!)

I think any investors in the company should at least do some serious DD on the competitive landscape and Mr. Kanzer.

I posted somethings (here or the Pipex board) regarding why I think Coprexa for Wilson's is not viable and my theory is that is why the company is touting it for everything from IPF to Alzheimer's. The drug may work in these but give me a break I think they have about 10 patients in an open label study for IPF and other drugs in the class aren't exactly SOC for IPF and I don't believe they have any human data for Alzheimer's just some rabbit preclinical study. I don't think even the most maverick of doc's would prescribe off-label based on what they have (IF they get approved for Wilson's).

As for Kanzer he has been involved with several companies that have at the least had controversy (CTIC, DOR) nice photos from the DOR ODAC meeting. If you see the filings the options and warrants he has (and through a company he controls) give him a nice low basis. But do your own DD!