InvestorsHub Logo

someconcerns

08/16/13 3:25 PM

#222 RE: k9uwa #221

Dr. Frost's investments include OPK and PBTH and those others we mentioned before. Also Ladenburg Thalmann (LTS) which I believe is the company to which you referred. I think he owns a major portion of that as well He is listed as at least a 10% owner on the link below). NIMU and SFES were too thinly traded for me to get in when I looked. Some of the entities like LTS and PGLC clearly don't fit in the health sciences mold and must have just presented good investment opportunities for his portfolio.

Interestingly, he has made no purchases at all since 7/25 in OPK. Given the strength in that stock, underpinning PBTH, it appears to have transitioned from mostly being driven by his purchases to recently building organically.

In case you don't have the tool, I use:
http://openinsider.com/insider/Frost-Phillip-Md-Et-Al/898860

someconcerns

08/16/13 3:38 PM

#223 RE: k9uwa #221

The article on Dr. Frost is somewhat lacking in substance but thank you for pointing it out. It is interesting to see where he is heading and I had not yet noticed it.

dshade

08/17/13 8:48 AM

#224 RE: k9uwa #221

own a bit of both as well