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Miloandbono
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Username: Miloandbono

Post Number: 1078
Registered: 08-2009
Posted on Wednesday, August 18, 2010 - 09:21 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

AIQ - some decent insider buying in AIQ in the last months. This one is trading near multi year lows. Looks like it traded at $4 in 2003 and 2006 and has gone to $12 couple of times too.

Looks like some of the buying might be exercising options but I'm not sure how to tell for sure.
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Sivleyd
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Username: Sivleyd

Post Number: 1046
Registered: 10-2003
Posted on Friday, January 22, 2010 - 10:31 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

ISRG is having a great day in a down market. It blew past earnings forecasts and still has dramatically increasing revenues. It has such a high PE, this is a good time to take some profits. The company continues to reward shareholders with outstanding results.

News release:
Intuitive Surgical Inc. said Thursday its profit increased 53 percent in the fourth quarter as sales of its da Vinci robotic surgical devices continued to grow despite the global economic slump. Intuitive said its profit climbed to $77.6 million, or $1.95 per share, from $50.8 million, or $1.27 per share, a year ago. Revenue rose 40 percent, to $323 million from $231.5 million, mainly due to growth in sales of da Vinci systems.
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Treesloth
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Username: Treesloth

Post Number: 924
Registered: 07-2005
Posted on Thursday, June 01, 2006 - 08:52 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

From the BSM 10Q...AHHHHH I'm having a VASO flashback.....

"Revenue. Revenue for the three months ended February 28, 2006 was $439,376 compared to $715,413 for the three months ended February 28, 2005, a decrease of $276,037, or approximately 39%. The decrease in total revenue was primarily due to a decrease in sales to related parties. Our revenue can fluctuate significantly from period to period because our sales, to date, have been based upon a relatively small number of systems, the sales price of each being substantial enough to greatly impact revenue levels in the periods in which they occur. Sales of a few systems can cause a large change in our revenue from period to period."
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Killernut
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Username: Killernut

Post Number: 3620
Registered: 10-2003
Posted on Thursday, June 01, 2006 - 07:11 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Thnks OH

There is a poster on the Yahoo OSIP board that posts the IMS data but I didn't understand where it came from. Some googling explained most of it.
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Openhigher
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Username: Openhigher

Post Number: 193
Registered: 10-2003
Posted on Thursday, June 01, 2006 - 05:55 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Killernut:

The IMS data is put out every monday for scripts written on products prescribed by physicians, and then purchased by the public. The numbers are the purchase numbers, with some unknown variables, i.e., samples, coupons, mail order stuff, Canada issues, and the like.

For the average investor (me) it is cost prohibitive to buy the data (heard a quote of over 50K a year, but do not know for sure). So, with AMYLIN, for example, there are a few posters who have access to the data and have graciously and consistently posted the data every Monday. The posts have proven over time to be genuine, and hence, I have relied on the data to maintain my strong buy position on AMY.

Sorry for the late post, just saw your request.

Robert
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Treesloth
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Username: Treesloth

Post Number: 923
Registered: 07-2005
Posted on Thursday, June 01, 2006 - 03:17 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I'd like to know their market saturation. They seem to be doing ok financially, but I wonder if they have the VASO problem..i.e. one machine can treat a whole bunch of patients..
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Treesloth
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Username: Treesloth

Post Number: 922
Registered: 07-2005
Posted on Thursday, June 01, 2006 - 03:11 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I like medical device companies. This one looks interesting, but I need to do a lot more research on it.

http://finance.yahoo.com/q?s=bsm
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Killernut
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Username: Killernut

Post Number: 3556
Registered: 10-2003
Posted on Monday, May 15, 2006 - 04:18 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Openhigher, I see you (and others on other boards) quoting script data (IMS I believe). How does one obtain this data? What exactly is this data etc?
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Public_heel
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Username: Public_heel

Post Number: 2591
Registered: 12-2003
Posted on Sunday, May 14, 2006 - 03:01 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Apparently, HNT's growth prospects are a little bit better than UNH's. HUM doesn't look all that great now. My system had it as a "contrarian" play, rather than for growth prospects.

As for panic selling, that may be true, but this

http://finance.yahoo.com/q/bc?t=3m&s=UNH&l=on&z=m&q=l&c=hum+hnt

would seem to suggest that HNT had its own panic selling, just a little earlier.

Long-term, if any of them is going to get bought, it isn't UNH.

Not to be moralistic, but I hate what UNH did with their options pricing. That's just theft, no matter what some rubber-stamp BOD may say.
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Treesloth
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Username: Treesloth

Post Number: 846
Registered: 07-2005
Posted on Sunday, May 14, 2006 - 01:34 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H, I just took a look at the healthcare stocks you mentioned. Did your system recommend them over UNH primarily because of price to earnings growth?

I bought UNH because I thought there was some panic selling going on. I didn't compare it to other stocks in the sector.
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Public_heel
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Username: Public_heel

Post Number: 2570
Registered: 12-2003
Posted on Thursday, May 11, 2006 - 05:11 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

T/S - The "system" behind Heel's Portfolio keeps recommending that I buy HUM, HNT and CVH (and I keep ignoring it). FWIW, the System thinks they are better than UNH...
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Treesloth
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Username: Treesloth

Post Number: 837
Registered: 07-2005
Posted on Thursday, May 11, 2006 - 12:01 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I'm back in UNH at $44.45. I can't see things getting much worse for them, short of outright fraud. I'm probably going to have to hold this one for six months or more.
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Gap
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Username: Gap

Post Number: 962
Registered: 10-2003
Posted on Monday, May 01, 2006 - 12:53 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Here's an article listing some stocks recommended by multiple investment newsletters. Five of the stocks are biotech.

Affymetrix Inc. (AFFX)
Celgene Corp. (CELG)
Gilead Sciences Inc. (GILD)
Biocryst Pharmaceuticals Inc. (BCRX)
eResearch Technology Inc. (ERES)

Comments appreciated.
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Treesloth
Registered Member
Username: Treesloth

Post Number: 786
Registered: 07-2005
Posted on Wednesday, April 19, 2006 - 11:32 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H,

"Do you think that's too low a PE, or do you think they'll do somewhat better than their own estimate?"

I don't know. I like to buy companies after they lower expectations, because usually if they surprise it is to the upside. Also, I think all the talk about CEO pay and options is just the kind on nonsense that provides buying opportunities.
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Public_heel
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Username: Public_heel

Post Number: 2388
Registered: 12-2003
Posted on Wednesday, April 19, 2006 - 10:54 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

T/S - Nice trade. For the long term, though. they are forecasting a 14.2 PE for FY 2007. Do you think that's too low a PE, or do you think they'll do somewhat better than their own estimate?
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Treesloth
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Username: Treesloth

Post Number: 785
Registered: 07-2005
Posted on Wednesday, April 19, 2006 - 10:36 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I just doubles my position (to 200 shares) in UNH at $47.49
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Treesloth
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Username: Treesloth

Post Number: 781
Registered: 07-2005
Posted on Tuesday, April 18, 2006 - 07:01 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

The UNH quarter looks excellent. I'm glad I held on to my trading shares.
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Public_heel
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Username: Public_heel

Post Number: 2330
Registered: 12-2003
Posted on Tuesday, April 11, 2006 - 03:28 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

S&P just changed their debt outlook to "negative". I don't buy stocks like that, unless I know that S&P has it wrong...
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Public_heel
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Username: Public_heel

Post Number: 2329
Registered: 12-2003
Posted on Tuesday, April 11, 2006 - 03:27 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Wakky - Heel's Portfolio had them as a long selection (as a "contrarian" pick) but gave a Sell signal yesterday morning, which I am happy to say I followed.
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Wallwakky
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Username: Wallwakky

Post Number: 223
Registered: 01-2005
Posted on Tuesday, April 11, 2006 - 02:44 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Any thought on Bosch & Lomb (BOL)? It has an accounting mess and now the issue with one of its products

This FindProfit.com just put in its model long term growth portfolio, but I wonder about them being any good.

Wakky
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Killernut
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Username: Killernut

Post Number: 3266
Registered: 10-2003
Posted on Wednesday, February 08, 2006 - 09:50 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

CGXP.OB

yup, although it may be a couple days late.
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Killernut
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Username: Killernut

Post Number: 3265
Registered: 10-2003
Posted on Wednesday, February 08, 2006 - 09:48 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Is ceragenix public?


quote:

Has BYU prof found AIDS cure?
Compound could be long-sought breakthrough
By Bob Mims
The Salt Lake Tribune





Researchers, including a BYU scientist, believe they have found a new compound that could finally kill the HIV/AIDS virus, not just slow it down as current treatments do.



And, unlike the expensive, drug cocktails 25 years of research have produced for those with the deadly virus, the compound invented by Paul D. Savage of Brigham Young University appears to hunt down and kill HIV.



Although so far limited to early test tube studies, CSA-54, one of a family of compounds called Ceragenins (or CSAs), mimics the disease-fighting characteristics of anti-microbial and anti-viral agents produced naturally by a healthy human immune system.



Under a study sponsored by Ceragenix Pharmaceuticals, Savage and his colleagues developed and synthesized the compound for Vanderbilt University's School of Medicine. In his Nashville, Tenn., laboratories, Derya Unutmaz, an associate professor of Microbiology and Immunology, tested several CSAs for their ability to kill HIV.



While issuing a cautious caveat about his early results, Unutmaz acknowledged Monday that CSAs could be the breakthrough HIV/AIDS researchers have sought for so long.



"We received these agents [from BYU] in early October and our initial results began to culminate by November 2005. We have since reproduced all our results many times," he said. "We have some preliminary but very exciting results [but] we would like to formally show this before making any claims that would cause unwanted hype."



What studies to date show is a compound that attacks HIV at its molecular membrane level, disrupting the virus from interacting with their primary targets, the "T-helper" class white blood cells that comprise and direct the human immune system. Further, CSAs appear to be deadly to all known strains of HIV.



That would be a welcome development for the estimated 40.3 million people now living with HIV/AIDS globally, including nearly 5 million newly infected in the past year alone.



"We have devoted considerable resources to understand the mechanism of these compounds. We think this knowledge will enable us in collaboration with Dr. Savage to design even better compounds," Unutmaz said.



In addition to being a potential checkmate to HIV, the compounds show indications of being just as effective against other diseases plaguing humankind - among them influenza, possibly even the dread bird flu, along with smallpox and herpes.



Savage said he and his BYU research team had been studying CSAs for eight years, noting the compounds' value against microbial and bacteria infections. It was only a year ago they saw that CSAs killed viruses, too.



"They kill viruses very effectively and in a way paralleling our own, natural defenses," Savage said, noting that beyond the obvious use as a weapon against the AIDS pandemic, CSAs could help many others with non-HIV immune deficiencies.



Further, the compounds appear to have few limits on how they are delivered to patients. Although early indications are for application of CSAs with an ointment or cream, pills or injections may also be developed - if the compound gets to market.



BYU and Vanderbilt have jointly filed a patent on CSA technology, which has been licensed exclusively to Ceragenix.



Ceragenix CEO and Chairman Steven Porter said only further research will tell, but he was optimistic about the application of CSAs in the war on HIV/AIDS. There are indications that it could help battle antibiotic- and antiviral-resistance strains of disease as they manifest themselves.



"We are encouraged . . . that CSAs may provide a completely unique family of anti-infectives, potentially active against a wide range of viral, fungal and bacterial targets, including those resistant to current therapies," he said.



Assuming continued positive test results in animal and eventual human trials, Porter estimates it could be three to seven years before the compound is available by prescription. That transition could be accelerated, however, if the Food and Drug Administration should decide to fast-track the drug.



That day is still a long way off, though. First, researchers plan to publish their results in scientific journals, seeking peer review and independent confirmation of their findings. Assuming no flaws are found, several rounds of testing would follow.



Most of the nation's leading AIDS experts were attending the Conference on Retroviruses and Opportunistic Infections in Denver on Monday. The event's policies prohibits on-site news conferences or releases during the conference, and efforts to reach scientists there were not successful.



Of the few AIDS research luminaries reached, all said they preferred not to comment on the Vanderbilt tests until full results are published.


bmims@sltrib.com






l Paul Savage and his Brigham Young University research team have invented CSA-54, a chemical compound that holds the promise of killing the HIV virus.

l CSA-54 is one of a family of compounds called Ceragenins that mimic the disease-fighting characteristics of a healthy human immune system.

l Tests at Vanderbilt University indicate the BYU compound also could be effective against influenza, small pox and herpes.

l Assuming continued positive results, CSA-54 could be available in three to seven years.


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Bahamasdreamin
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Username: Bahamasdreamin

Post Number: 356
Registered: 10-2003
Posted on Wednesday, February 08, 2006 - 06:43 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I haven't seen much that I like in this sector lately. At least that I thought was worth the gamble. But a friend put me onto PFWD and I can find no problem with it and lots of potential. They are primarily a software house that has come up with electronic tracking/reporting tools usable by large drug companies in tracking testing results on new drugs/therapies. The FDA likes their stuff and they have some big boys for clients. 10Q came out yesterday. Yes, they even show a profit. LOL
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Treesloth
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Username: Treesloth

Post Number: 537
Registered: 07-2005
Posted on Monday, December 05, 2005 - 08:09 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Flu

http://chinastockblog.com/article/3769
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Killernut
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Username: Killernut

Post Number: 3113
Registered: 10-2003
Posted on Monday, December 05, 2005 - 08:07 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

PH, true, I just wanted to play today's reaction to the news.
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Public_heel
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Username: Public_heel

Post Number: 1587
Registered: 12-2003
Posted on Monday, December 05, 2005 - 07:48 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

If a deadly version of the avian flu really appears, the best bet might be to just short the entire market, overweighting East Asian ETF's...
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Killernut
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Username: Killernut

Post Number: 3112
Registered: 10-2003
Posted on Sunday, December 04, 2005 - 11:47 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Is BCRX still the best Avian flu play?

I see where Asia may have seen the first human to human contagion. But of course the virus seems much weaker than those that caught it straight from the bird. Of course that probably won't affect how BCRX trades.
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Treesloth
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Username: Treesloth

Post Number: 482
Registered: 07-2005
Posted on Thursday, November 17, 2005 - 07:49 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H...Thanks
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Public_heel
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Username: Public_heel

Post Number: 1457
Registered: 12-2003
Posted on Thursday, November 17, 2005 - 07:31 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

You must be thanking me for pointing out that the offer was only $27.40. I assume that because people are thanking me for my sage advice all the time. In fact, by this time in the morning, I've usually been thanked several times....

It certainly is an odd story. One would think that the shareholder revolt would have come from RX, given the low premium on the buyout offer.
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Treesloth
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Username: Treesloth

Post Number: 481
Registered: 07-2005
Posted on Thursday, November 17, 2005 - 07:14 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H,

Go back to our July discussion and check this out.
http://us.ft.com/ftsuperpage/superpage.php?news_id=fto111720050424017322&referre r_id=yahoofinance

I'm glad I sold at $27 back then.
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Public_heel
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Username: Public_heel

Post Number: 991
Registered: 12-2003
Posted on Monday, October 10, 2005 - 08:58 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

T/S

It is normal for their cells to replicate at a faster rate than older people, and this can quicken the process.

I don't think this was it. If it were, the effect on children would be more severe, when it was young adults who suffered the most in 1918. If I recall correctly, the virus was hijacking the immune system, making a strong immune system a liability. I also recall that hantaviruses do the same. I haven't been able to find any backup on that, though...
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Treesloth
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Username: Treesloth

Post Number: 305
Registered: 07-2005
Posted on Sunday, October 09, 2005 - 11:16 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I didn't realize that half of the deaths in 1918 were caused by a secondary bacterial infection.
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Treesloth
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Username: Treesloth

Post Number: 304
Registered: 07-2005
Posted on Sunday, October 09, 2005 - 11:00 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

"I noticed on a PBS documentary that the people dying were young"

Doesn't the virus simply avoid the immune system and attack healthy cells? I think it's more deadly because the very young and the very old have weak immunity. I believe cancer can be worse in younger people since they are still growing. It is normal for their cells to replicate at a faster rate than older people, and this can quicken the process.
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Treesloth
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Username: Treesloth

Post Number: 302
Registered: 07-2005
Posted on Sunday, October 09, 2005 - 10:08 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Poper

"First, the underreporting in China, Vietnam, Thailand and Cambodia is quietly believed to be substantial. WHO doesn't want panic, so they don't publicize it, but there HAS been undereporting. "

Some cases have been reported in Europe very recently.
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Treesloth
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Username: Treesloth

Post Number: 301
Registered: 07-2005
Posted on Sunday, October 09, 2005 - 10:05 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

K/N,

Why is it difficult to get the script filled in the U.S? Has it been approved here?
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Treesloth
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Username: Treesloth

Post Number: 300
Registered: 07-2005
Posted on Sunday, October 09, 2005 - 09:54 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H,

This strain appears to be unusually lethal, and kills half the people it infects. All avian strains are not created equal. I don't know if antibodies in the general population would tell you much because they may have been created against a different strain of Avian flu. Are there tests that would differentiate antibodies against the different subtypes if they only differed by a few bases? I don't know. They may just take a sample from everyone who gets sick, and sequence the RNA. I'm assuming the strain is so virulent that anyone who gets infected gets sick. Wasn't that the case with the 1918 flu?

http://www.nlm.nih.gov/medlineplus/news/fullstory_27302.html

This is scary
http://avianflu.typepad.com/avianflu/2005/10/the_1918_pandem.html
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Killernut
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Username: Killernut

Post Number: 2893
Registered: 10-2003
Posted on Friday, October 07, 2005 - 02:30 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I am aware of some people who have gotten Tamiflu prescriptions and were able to easily get them filled in Canada? Why is it easier to get in Canada?
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Public_heel
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Username: Public_heel

Post Number: 972
Registered: 12-2003
Posted on Friday, October 07, 2005 - 02:27 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Piper - beans and rice are cheaper, but you need fuel to cook them, which isn't really necessary with peanut butter.
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Piper
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Username: Piper

Post Number: 17
Registered: 10-2003
Posted on Friday, October 07, 2005 - 02:21 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

By the way, peanut butter is an excellent preparedness item to keep on hand in the house in some quantity. Long shelf life, very high protein source, particularly pound for pound. I keep quite a bit of it here, actually.
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Piper
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Username: Piper

Post Number: 16
Registered: 10-2003
Posted on Friday, October 07, 2005 - 02:19 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Hmmm--I hadn't considered that peanut butter angle. Do you suppose peanut butter sales could escalate enough to make an investment worthwhile? And if so, Jif vs. Peter Pan. Tough call.
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Public_heel
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Username: Public_heel

Post Number: 969
Registered: 12-2003
Posted on Friday, October 07, 2005 - 02:12 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Hi Piper... forget the masks, I'm going to get 500 jars of peanut butter and hole up here away from all contact.

and I can't eat peanut butter with a mask on...
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Piper
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Username: Piper

Post Number: 15
Registered: 10-2003
Posted on Friday, October 07, 2005 - 02:06 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

A couple of things on avian flu.

First, the underreporting in China, Vietnam, Thailand and Cambodia is quietly believed to be substantial. WHO doesn't want panic, so they don't publicize it, but there HAS been undereporting.

Second, the "official" number is at about 100 cases with 70 deaths. Two of these are, as best they can tell, of the "human to human" persuasion.

Third, the real risk is that we're always one step away from mutation. Whether that mutation occurs in a human or in a pig somewhere is one of the many questions we have. Remember that it's the fact that pigs have systems like ours, a shorter reproductive cycle, and live in close proximity to people and fowl in many areas of asia that make them a key mixer of viral genes.

The public has been following this for, at most, 3 months. CDC and WHO have been on it heavily for a couple of years or so already. The fact that the media finally started picking up on this a few months ago, and have really started pushing it lately, makes it a stealth thing.

A couple of ideas here. 3M makes the N100 masks that were so popular when SARs broke out. They're still available, but there would be a run on them if this H5N1 goes human to human. The question I don't know the answer to is whether 3M has plans to boost their production big time and, if so, what impact that might have on the bottom line. Meanwhile, if you don't have a stash of these masks, get some. DO NOT get the N95s. The N100s would likely be the outer limit of efficacy for protection against H5N1 anyway. They're good down to .3 microns with 99.97 particulate filtration. H5N1 is borderline that size or possibly a bit smaller....

Same for Tamiflu (Oseltamivir). Roche is maxing out their production but that won't go very far. And of course, there's no way to predict whether a mutation that goes human to human could be treated with Tamiflu. But Tamiflu orders are tapping out world supplies already. So Roche might have a pop in sales for this quarter, but unless they can boost production dramatically, you can probably assume they'll be maxing production on Tamiflu for the foreseeable future because governments are ordering it.
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Public_heel
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Username: Public_heel

Post Number: 966
Registered: 12-2003
Posted on Friday, October 07, 2005 - 01:57 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

O/H - I'm not sure that it attacks the immune system (like HIV) so much as it hijacks it. Doesn't hantavirus work that way?

I probably have it wrong. "Normal" influenza does not work that way and, if avian flu does, it should be called something other than "flu".

(Message edited by public_heel on October 07, 2005)
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Openhigher
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Username: Openhigher

Post Number: 56
Registered: 10-2003
Posted on Friday, October 07, 2005 - 01:52 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Just my speculation, but I would think everyone would be as risk, the elderly and newborn because their immune systems are either not yet fully developed, or if elderly, not at full strength, and those with stronger immune systems are at risk because the virus, as you say, is attacking the immune system itself.

My most recent bio letter had a complete analysis of avian flu. I will go back and read it again.

Best, Robert
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Public_heel
Moderator
Username: Public_heel

Post Number: 965
Registered: 12-2003
Posted on Friday, October 07, 2005 - 01:44 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

O/H - IOW, it isn't infecting 99 people for every one who gets sick (like, West Nile, for example).

I noticed on a PBS documentary that the people dying were young, and I recall hearing the same was true in 1918, because, I assume, the virus is turning the victim's immune system against him. Thus, it's the strong and healthy who are most at risk. That right?
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Openhigher
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Username: Openhigher

Post Number: 55
Registered: 10-2003
Posted on Friday, October 07, 2005 - 01:36 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

PH: As I understand the situation so far, the virus has not yet passed from human to human, but from chickens to those chicken employees, over half of which have proved fatal. So, it is speculated it is only a matter of time before someone handling the chickens already has the flu, and then the infected virus in the chicken mutates with the virus already in the ill person. Hence, the deadly virus now mutates with a flu virus which is contagious between multiple humans, and we have a catastrophe.
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Public_heel
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Username: Public_heel

Post Number: 961
Registered: 12-2003
Posted on Friday, October 07, 2005 - 01:29 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

O/H or T/S... I keep hearing that the avian flu is "50% fatal" because half those admitted to hospitals have died.

Have there been any studies done looking for antibodies in the general population of, say, Vietnam?

How do we know that maybe 100 people are not infected for every one that ends up in a hospital?
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Treesloth
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Username: Treesloth

Post Number: 3
Registered: 07-2005
Posted on Monday, July 11, 2005 - 12:24 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H, thanks..For some reason I thought it was an all cash deal. Now I see some of the payment will be in stock.
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Public_heel
Moderator
Username: Public_heel

Post Number: 85
Registered: 12-2003
Posted on Monday, July 11, 2005 - 11:12 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

T/S - VNU isn't necessarily paying that much. They are down 4.11% in Amsterdam, and that lowers the value of their RX offer by 4.11*.6 = 2.46%, or to about $27.40, which would be 2.3% higher than the current price, which is actually a fairly small risk discount.
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Treesloth
Registered Member
Username: Treesloth

Post Number: 2
Registered: 07-2005
Posted on Monday, July 11, 2005 - 10:14 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

RX is only trading at $26.50 and VNU is paying $28.10. The press release made it sound like a done deal. I wonder why it is trading at such a discount.
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Public_heel
Moderator
Username: Public_heel

Post Number: 82
Registered: 12-2003
Posted on Monday, July 11, 2005 - 09:03 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

T/S - It's all market research. VNU is just expanding from television and supermarkets to pharmaceuticals. I'll bet A/B knows a lot more about this, as this is his line of work...
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Treesloth
Registered Member
Username: Treesloth

Post Number: 1
Registered: 07-2005
Posted on Monday, July 11, 2005 - 07:35 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

P/H,

I was thinking the same thing..not much of a premium. Maybe IMS isn't doing very well. I also wonder why a publishing company wanted to buy a health information company.
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Public_heel
Moderator
Username: Public_heel

Post Number: 81
Registered: 12-2003
Posted on Monday, July 11, 2005 - 07:16 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

T/S - A good deal for you, and a very good return for your patience. but a surprisingly small premium for a buyout. Makes you wonder about the RX board...
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Tree_sloth
Registered Member
Username: Tree_sloth

Post Number: 1723
Registered: 10-2003
Posted on Sunday, July 10, 2005 - 11:25 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I've been holding RX since November of 2003. I bought it because I liked their sector, not because of any speculation about a buyout.

VNU Is Nearing Deal to Buy IMS Health for $6.7 Billion

By ANDREW ROSS SORKIN and STEVE LOHR
VNU, a large Dutch publishing and market research company, is close to reaching a deal to buy the American company IMS Health for about $6.7 billion, a person close to the negotiations said yesterday.

The purchase, which is expected to be announced today, would be a further commitment to the United States market by VNU. It already owns Nielsen Media Research, which tracks television audiences, and A. C. Nielsen, the market research group that monitors supermarket sales. Half of VNU's revenues of $4.6 billion last year came from the North American market.

IMS Health, based in Fairfield, Conn., is a market research and consulting company that specializes in the pharmaceutical industry. The company, with revenues last year of nearly $1.6 billion, would be a sizable addition to VNU's business and would give it a leading position in market research in the drug business.

Under the terms of the deal being discussed, VNU would pay $28 a share for IMS Health in a stock and cash transaction, $17 in VNU shares and the remaining $11 in cash, the person close to the talks said. VNU would also assume $300 million in IMS Health's debt.

The offer is about 8 percent higher than the price of IMS Health stock, which closed on Friday at $25.89, up 64 cents for the day. So far this year, IMS Health shares have risen 11 percent.

The merger plans come amid continuing consolidation in the media, marketing and information services industries. IMS Health is a leader in supplying market research to a lucrative pharmaceuticals industry, but one beset by challenges including slower growth, tighter regulation and competition from generic drug makers.

VNU, based in the city of Haarlem, the Netherlands, has transformed itself since the 1960's from a publisher of magazines and newspapers in the Netherlands and Belgium into an international supplier of market research and information, with 38,000 employees working in 100 countries. In 1999, VNU made its first significant move into the United States when it purchased the television audience ratings service Nielsen Media Research, which had been spun off in 1996 from A. C. Nielsen. Two years later VNU also acquired A. C. Nielsen.

In publishing, VNU now tends to specialize in niche trade newspapers and magazines including Billboard, Adweek and The Hollywood Reporter.

IMS Health, founded in 1954, built a business around syndicated market research studies for the drug industry. Since then, it has grown and broadened its range of services, riding the rapid growth of the pharmaceutical business. In 1980, the company made a foray into consumer market research in the apparel and household appliance industries, but before long it refocused its efforts on its traditional expertise of drug industry market research.

In 1988, Dun & Bradstreet acquired IMS for nearly $1.8 billion, but later split it off, and in 1998 IMS became a separate independent company with its own listing on the New York Stock Exchange. The other company spun off from D&B at the time was Nielsen Media Research.

Today, the senior management at IMS Health is led by two former I.B.M. executives, David M. Thomas, the executive chairman, and David R. Carlucci, the chief executive.
}
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Public_heel
Moderator
Username: Public_heel

Post Number: 443
Registered: 12-2003
Posted on Thursday, June 09, 2005 - 10:39 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

ABRX - What a mess. One would think that a company with that many screwups has even more that haven't surfaced. If it goes down to $1, it'll have amarket cap of under $20m, and would probably be worth a flyer, but I really doubt that it'll go so low.

If they can't ship their inventory, they've got about $35m in working capital, which should keep them going long enough to start up again...
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Killernut
Registered Member
Username: Killernut

Post Number: 2428
Registered: 10-2003
Posted on Thursday, June 09, 2005 - 09:57 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Gap, just looked at Able Labs for the first time. My gut feel is that they are toast. Probably a good short if there is any news that ever gives them any kind of rally.

Might be worth a speculative long play if they ever go sub $1 and there seems to be a plan for them to try and turn it around.
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Gap
Registered Member
Username: Gap

Post Number: 698
Registered: 10-2003
Posted on Thursday, June 09, 2005 - 09:34 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Able Labs (ABRX) hit a bit of a rough spot lately. Any thoughts on whether it'll continue to slide or manage to recover?
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Gap
Registered Member
Username: Gap

Post Number: 527
Registered: 10-2003
Posted on Friday, November 19, 2004 - 12:34 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

FDA Officer Suggests Strict Curbs on 5 Drugs

quote:

A veteran Food and Drug Administration (news - web sites) safety officer said yesterday at a Senate hearing on the abrupt recall of the arthritis drug Vioxx that five other widely used drugs should either be withdrawn or more sharply restricted because they have dangerous side effects.
[...]
Asked by Sen. Jeff Bingaman (D-N.M.) to identify the five drugs, Graham hesitated and then named them to the startled listeners: the popular cholesterol-lowering drug Crestor, the weight-loss drug Meridia, the painkiller Bextra, the acne medication Accutane and the asthma medication Serevent.
[...]


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Bodega_bill
Registered Member
Username: Bodega_bill

Post Number: 76
Registered: 10-2003
Posted on Sunday, March 21, 2004 - 12:22 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

Why not in healthcare;

Subject: Hillbilly Help

Hillbilly Help
Two hillbillies walk into a bar. While having a shot of whiskey,they talk
about their own moonshine operations. Suddenly, a woman at a nearby table,
who is eating a sandwich, begins to
cough. After a minute or so, it becomes apparent that she is in real
distress.
One of the hillbillies looks at her and says "Kin ya swaller?"
The woman shakes her head no. "Kin ya breathe?"
The woman begins to turn blue and shakes her head no. The hillbilly walks
over to the woman, lifts up the back of her dress, yanks down her drawers
and quickly gives her right butt cheek a lick with his tongue. The woman is
so shocked that she has a violent spasm and the obstruction flies out of her
mouth. As she begins to breathe again, the hillbilly walks slowly back to
the bar.
His partner says"Ya know, I'd heard of that there "Hind Lick Maneuver,"but I
ain't never seed nobody do it!"
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Tree_sloth
Registered Member
Username: Tree_sloth

Post Number: 143
Registered: 10-2003
Posted on Tuesday, December 16, 2003 - 11:41 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

IMS Health (RX) is up more than 4% today. Yhis news came out, but I can't belive it is the reason for the jump.

http://biz.yahoo.com/bw/031202/25401_1.html
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Tree_sloth
Registered Member
Username: Tree_sloth

Post Number: 71
Registered: 10-2003
Posted on Friday, November 14, 2003 - 12:37 am:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

I looked at RX. They are a leader in development, launch, marketing, and monitoring solutions for pharma and healthcare companies. They are in a good industry and I like their quarter over quarter growth. I'm going to take a position on this one.
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Jfh
Registered Member
Username: Jfh

Post Number: 23
Registered: 10-2003
Posted on Thursday, November 06, 2003 - 05:53 pm:   Edit Post View Post/Check IP    Move Post (Moderator/Admin Only)

CRXA : Terrible news, stock down sharply after hours, once again why did we buy it, will it recover ?

http://biz.yahoo.com/rc/031106/health_corixa_earns_2.html

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