biopharm, two things.
About the Peregrine Partnerships. They should go for US, European and rest of the world. The European partner has a market twice as big then the US market (about double the population), well implanted social security that today pays back already the expensive oncology drugs and radio/chemo therapies and it is a non-language unified territory. So it needs special handling.
The Asiatic market is a tricky one. Copying drugs is a sport over there, even for export to Africa. If you don't have a strong local partner that knows those markets extremely well and can pull some strings than you'll make no money there. Those partners may not be the tradition BPs, who are all present on these markets but are BullSed at an extend I am not even sure they get 50% of the total market potential. Those populations are starting to have the means for medical care in the cities and lung cancers is huge over there.
Africa must be done via MGO. The population doesn't have the money, the medical community has few detection means of the diseases and even getting the drugs over there involves paying bribes. MGO's have all that in place and are used to work that hard terrains. This is where charities such as the BaMGates can play a role.
Australia, Japan, South America can be given to the US or European partner. Given the complete non-US to one partner would be a big mistake from where I stand.
As for AF, don't worry about AF, he can't harm Peregrine Pharmaceuticals anymore as he could before.
As we recently saw he is loosing his temper against PPHM posters, when they present hard facts ad cases about Peregrine and related clinical trials, to counter him.
Instead of replying with content of Peregrine's PR's, Conferences or SEC listings he must now resort to insulting language unbecoming someone calling himself a specialized biotech writer and he must even claim he doesn't even read the replies behind the first line. What does that tell you!
We saw that his articles about Peregrine Pharmaceuticals start to lose impact and that 'short' support doesn't get coordinated as well anymore as followers start to understand they are manipulated into an emotional fight against Peregrine Pharmaceuticals that cannot be won and one day will cost them a fortune in losses.
AF is a public figure, as is our Peregrine's CEO Steven King, and if Steven King is supposed to be able to handle everything AF writes about him, even if plain lies and accusations of clinical trials being hoaxes, then I guess AF will also be able to handle it, and the possible consequences.
AF is already officially under investigation by the SEC. The ticket was posted on this board and a special web-site against him as been setup. That says all we need to know about the value of AF's trued-fullness grade as perceived by the market.
I think Jim Cramer's video gives you a good idea what AF could be up to!
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