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written by reader Biotron Chat Room

By , April 7, 2014

This discussion is designed to run parallel with the Dr KSS’s article ’Another Hot Australian Biotech: Is Biotron Right for Your Portfolio?’ http://www.stockgumshoe.com/2014/04/microblog-another-hot-australian-biotech-is-biotron-right-for-your-portfolio/ and serves to provide a free general chat room. With luck it will stop the main thread becoming so cluttered with (while often v interesting), random/off topic/thank you posts. If the strategy doesn’t work/appeal, it can easily be ignored/ditched without affecting the main thread. GLA
AlanH

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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arch1
April 7, 2014 8:47 pm

I have been gone a day or two & I’m a week behind. Is this thread replacing Eyes & Ears? I have always thought “If it aint broke dont fix it” but do agree unwieldy to search multiple threads. Small suggestion . ….When we move to a new thread ban all new posts on old thread & either use this one or DR K’s new dissertation/thread for all new posts as seems appropriate,,including requests on wonderstock POOPY. I see no reason each could not have a copy of previous threads safely on their own hard drive so you dont have to find them on this site. { PDF, text webpage } however you want to save for personal reference.
Dr. K would only have to follow two threads that way,,,& not have to look up post #666 on why haven’t you answered. Just a self-serving suggestion for discussion.fa

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arch1
April 7, 2014 9:48 pm
Reply to  arch1

ADD I should have added that once in your Office Doc. you can search@ computer speed not internet speed as well as sort by topic Etc. You can also paste into data base program to better suit your usage.

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arch1
April 7, 2014 9:30 pm

Add: If you do not wish to copy into your Office document etc.,,,why not bookmark each thread so you can go directly there to check for previous comment. Once in Office however you can High light ,comment or various other customizations for self. AS to bookmark unless you update it you will get an old page & you may have to hit alt f5 or otherwise refresh. If it is truly archived though it will not be changing so old page is fine.

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hipockets
April 8, 2014 1:43 am

I would really like to have a system for our posts.

The system should first be a good fit for the Doctor’s available time / workload, schedule, and health. (I add “health” because we all want the Doctor to be around for a long, long time!). Secondary objectives are to make the system (a) flexible so as to accommodate future growth, (b) easily searchable, (c) easily maintainable, and (d) easy for newcomers to learn.. Also, we want all of the GumShoe-ers and –esses to be able to easily post their thoughts in appropriate places.

This is a huge undertaking, and there are no easy answers. We are interested in a large number of stocks; each stock requires much discussion and input; and the discussions have to be on several levels — we all differ in our knowledge of BioTech and in our expertise in investing.

Take a look at the page structure at http://forum.raymond.cc/forums/freebies-giveaways-and-deals.22/ It’s a easily navigated page that gets you to where you want to go quickly.

It starts with a “Sticky Thread” about rules and posting guidelines. (I think we would want to stick to guidelines.)

The rest of the page is a list of topics, sorted by most recent reply first. The originator and date started is listed under the topic description. The number of views and replies is shown in a separate column. (I think we would want the topics sorted by date started).

For our purposes, (picking up on Alan’s idea) there would be a new BioStock Chat thread posted concurrently with the release of each new article from the Doctor. Only information about the company, its research, and its competitors should be posted to the main thread. All other posts about the stock – fundamentals, chart patterns, news, questions, etc. should be done on the Chat thread for that stock. There would be a separate threads for general technical discussions, new stocks that should be investigated (and “What do you know about ABCDEF?” questions), and others as the need arises. And, of course, one for “New from Dr. KSS” for his quick thoughts and updates.

We should also have Chat Rooms for stocks not specifically covered by Dr. KSS but of interest to members. I think that OXBT might be such a stock.

I doubt that Travis wants to redo the Gumshoe layout, but having a “BioStock home page” something like the Raymond.cc example above would be a step in the right direction for accomplishing (a), (b), (c), and (d) above. That, then, would be a step in the right direction for accomplishing our main objective.

I know nothing about web page design, but I would volunteer to be a “cat herder” for such a system. But before I can herd cats, I have to have a place to corral them. In other words, there has to be a system.

Does anything in the above suggestions benefit the Doctor? I’m sure that he receives notifications of each new post, so he would still be “in the loop” and could quickly reply when and where needed. But I will leave the answer to the question to the Doctor.

Another thought – I believe that the BioStock Chat threads should be available to irregulars only. This minimizes the possibility of inappropriate posts, promotes following the guidelines (once they are established), and gives the regular guy/gal a reason to take the plunge. It also helps with the comradery.

+++++++++++++++++++++++++++++++++++++++++++++++++++++++
Before posting this, I checked my email. I found over 350 new message alerts from the threads I follow.; about 275 were quickly deleted. The others were filed in stock-specific (mostly) folders.

In reading through the alerts, I saw that several members prefer gigantinormous threads. To me, such threads are hard to follow. I hope some of you feel the same.

G’night, Alan! :>)

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hipockets
April 8, 2014 1:47 am
Reply to  hipockets

The “New from Dr. KSS” thread would be a “Sticky”.

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Alan Harris
Guest
Alan Harris
April 8, 2014 5:43 am
Reply to  hipockets

I think this is a near insoluble problem coz different people want different things from the threads. It’s become a social club where a gang of mates can meet up to brainstorm ideas and enjoy a far ranging chat. Almost by definition you cannot structure brainstorming or social interaction. But then others crave structure and want to use the info gleaned as an investing/DD tool.
The only way I can see for it to be all things to all men, and not risk damaging its magic fairy dust thats evolved, is to leave it ‘as is’, as an informal chat room. But then use some software to winkle out and condense the bits your interested in. The only software tool we have is ctrlF, but that wont work across threads unless every comment on every thread is tossed into a giant pot. Then ctrlF works. Then the spreadsheet can be maintained, then the diary makes sense.

arch1
April 8, 2014 5:59 am
Reply to  Alan Harris

Alan; I totally agree, if you download any thread you want into Office or program of your choice enhanced search capabilities are available & you are free to delete anything you find superfluous. Once set up you can research at any time without being tied to internet & customize in any way you wish. You could even join everything into one huge thread of your own if that’s what you like. We don’t want to become like the “club that grew so popular nobody goes there anymore”. ,’:>})

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arch1
April 8, 2014 6:12 am
Reply to  Alan Harris

Alan; Is it too late to apply for job of Community Agitator to give things a small stir from time to time? fa la ti do.

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arch1
April 8, 2014 12:39 pm
Reply to  arch1

Travis; Evernote is great suggestion. Thanks.

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Alan Harris
Guest
Alan Harris
April 8, 2014 2:59 pm
Reply to  arch1

Thanks Frank
Ill come back to you on Office etc coz I know so little. Hi Pockets offered to act as Cat Herder but Im sure two or even more Herders would be better to share the abuse, I posted one wagging finger at someone as a test, and got 2 fingers back !!

arch1
April 8, 2014 3:53 pm
Reply to  Alan Harris

Alan; I just used Office as an example,even the basic Word Pad which is integral to Windows may be used & has a “Find” function. Altho the seek box looks different, If you type in Alan it will bring up all instances of occurrence in your thread document. I use Open Office,,,a free open source program,, with a lot of functionality.

http://www.openoffice.org/download/index.html

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Travis Johnson, Stock Gumshoe
April 8, 2014 8:50 am
Reply to  Alan Harris

Adding several thousand comments to one post would likely gum up the works considerably, I’m afraid. We are working on some back-end improvements to stabilize the site now, and will be moving on to trying to improve the discussion threads in the coming weeks — not sure what we’ll come up with, but I hope it will be a bit easier to use. For now, Dr. KSS will be sharing his articles with some regularity and we’ll be able to discuss them when he does. If you wish to start a new discussion about a specific stock, feel free to do so — but there is a choice between the back and forth of the “hey, what about this biotech” and the organized threads with a different home base for each stock discussed, without a full time moderator who’s moving stuff around all the time you can’t have both. If you want to save a particular posting or a few things to check back on, I highly recommend Evernote — their web clipper is awesome and free, I’ve just started using it to keep my files of online research.

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Alan Harris
Guest
Alan Harris
April 8, 2014 3:05 pm

Travis: I dont think anyone expects GS to put up an N thousand comment post to be trawled in realtime.. But if you could create a once weekly updated dump file that we could download on Friday….that would be good. Then we could ctrlF on our own hardware.

tyler123dogfiddle
Member
tyler123dogfiddle
April 8, 2014 10:08 am
Reply to  Alan Harris

Alan : “The only way I can see for it to be all things to all men, and not risk damaging its magic fairy dust thats evolved, is to leave it ‘as is’, as an informal chat room. But then use some software to winkle out and condense the bits your interested in.” I have hesitated to put my tuppence worth in as I’m painfully aware of my lack of the expertise / knowledge which others like yourself so willingly contribute to make the biotech discussions what they are . However , for what it is worth , I agree entirely with your summary of the situation. The threads which have followed Dr KSS’s 2 articles have been so useful and informative because they have grown organically and while it can take a while to plough through the various new posts I would be very worried about some new spark of an idea not being fanned into life because it was hidden in one of many sub-threads – it is surprising how discussion of one particular topic can lead to nuggets of insight on some other matter. And I have to say too that whenever a question is raised, I am always on the look out for any reaction from Dr KSS even if the question was not specifically addressed to him. At present he only has one thread to keep track of – the one attached to his current article – and I think that creating additional , concurrent threads would only add to his workload. Obviously there will be other views but while the present setup is not perfect I really do feel that if it is changed we run the risk of losing what , to me, makes this forum special and unique.

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arch1
April 8, 2014 6:23 am

Anyone interested in video of my support group going for snackies?
http://biggeekdad.com/2013/08/geriatric-traffic-jam/ Here I am parking auto.

http://biggeekdad.com/2012/01/how-old-people-park-their-car/

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lskulow
lskulow
April 8, 2014 3:09 pm
Reply to  arch1

HAHA! I got a good laugh. Thanks frank.

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Alan Harris
Guest
Alan Harris
April 9, 2014 7:58 am

Hi Opposeablethumb
It seems that JZ is an expert on financing matters. We have a DrKSS opinion column….is it worth having a JZ opinion column?
My hope is we can build a series of expert opinion columns so that all can get a quick broad view of any tickers merits.

quantum007
quantum007
April 9, 2014 10:55 am
Reply to  Alan Harris

Morning Allen ans Opthumb, im happy to help and honored that you guys would consider an opinion column for my finance investigative research.

What I would like to suggest is if I can simply add abbreviated code to the Gs Spreadsheet,

ex) if my DD-SMMF criterias are met ill write Sc-y for good Science ,
Mgt-y for good Management , Mkt-y for strong marketplace, F-n for weak finance.

So for the symbol BNIKF Sc-y, Mgt-y, Mkt-y, F-y

for fake symbol lets say XYZ Sc-?, Mgt-y, Mkt-y, F-n
so XYZ im unsure of the science, mgmnt is good, market for drug is big , BUT thiers no money tree

Just a thought cuz im a very busy guy and would like to keep it simple

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justirregular
April 9, 2014 2:27 pm
Reply to  quantum007

JZstoxx,

I think anything you do would be greatly appreciated. I like the simplicity of your idea. Keeping it simple will be the easiest to follow and correct! Thank You for everything your are doing!

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Frenchy
Frenchy
April 9, 2014 9:11 am

Hi all, just checking in after being gone for a week. I understand what Alan is trying to do and God knows we need to spare our National Treasure, Dr KSS, but I did like the monstrous thread with the willy lumpies and the thank you’s as they sometime invoked a thought about another drug/biotech that may have not have been brought to the forefront otherwise. CtrlF works great for me. These threads are like a novel you read daily and can not put down. I think a fusion of the 2-3 major threads would be a good ideal.

At this point, I will support whatever makes it easier for Travis and the good Dr. Unfortunately, I do not have anything to add in addition to what has already been mentioned. Thanks Alan for being pro-active.

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arch1
April 10, 2014 5:26 am

I do not understand JZstoxx col. on spreadsheet. Blue mean OK? Amber mean caution?
?mark mean iffy? Please explain what was decided ? If you will be using color code ,,why not green,amber,red like traffic lights,,,universally understood.

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KennyG
KennyG
April 10, 2014 9:09 am

Alan – this site here is a good example. I somehow missed the post that mentioned it’s existence so I didn’t know it existed until the overnight messages. This will be compounded numerous times….. besides, I’m running out of room on “my favorites” bookmark bar to store all the URL’s.

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Alan Harris
Guest
Alan Harris
April 10, 2014 9:52 am
Reply to  KennyG

WRONG!!!!! This suggestion solves both of your problems. All you need is just ONE bookmark ie the spreadsheet. From there you can access ALL the indexed sites and get v specific, focused info about any one of them. Plus you get focused notifications to the stocks on your watchlist plus any of KSS’s more general/latest threads. That’s far less for you (and KSS/JZ) to monitor. Mwah CEO.

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hipockets
April 10, 2014 6:35 pm
Reply to  KennyG

KennyG- you don’t have to bookmark the Gumshoe articles to find things. I use an almost identical system to the one mentioned by Bradley at Post 33.

For members that aren’t aware of this, they can sign up to get email alerts of new comments by making a comment and then checking the “Notify me of follow up comments via e-mail” box.” ****

I have my email program ( Thunderbird ) automatically send all email from Stock Gumshoe to a folder named Gumshoe. The folder is automatically sorted by oldest date / time first so that I can read through the emails in chronological order.

The Gumshoe folder has subfolders for storing comments that I may want to refer to at a later date. Most of the folders are named for the stocks that I want to follow, (BINKF, DRTX, etc.), but there are folders for more general information, such as “Charting”, “DO !!”, “KEEP !!”, “Read Later”, “Strategies”, “Spreadsheet”, and, of course, “Misc.”

As I scan / read through the new emails, I either delete them immediately or drag and drop them to the appropriate folder.

If there is a new topic, such as “What are the “Duke St. Trusts?”, that I want to refer to later, I copy the URL and email it to myself, using the stock(s) talked about, in this case TCS and PII, as the subject. I include the date in the subject in case there are multiple emails about a stock. The email is filed as above.

I never have to revisit a Gumshoe article unless I wish to make a comment or reply to a comment, and, I never have to wonder, “What article had . . .?” In essence, I’m keeping up to date on all Gumshoe topics and comments without a lot of work.

****
Travis – it would be a very good thing if, when working on the back end of your site, you would (a) make it possible to sign up for email alerts without having to post a comment, and (b) include comment numbers in the email notification links so that it would be very easy to go to that comment on the website whenever one wants to make a reply. (The link would take you to the comment.)

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KennyG
KennyG
April 10, 2014 8:01 pm
Reply to  hipockets

Hi Pockets – I have checked that diddly little box and do receive all messages. My email program doesn’t have the flexibility or robustness that Thunderbird (never heard of it before) has. I got this message of yours via my email. Went to my bookmark for this thread to post this reply, opened it, tried scanning for your message; couldn’t readily find it; had to do the infamous Ctl -F on a key word to find it. And here we are.

Including a post number would be a big time saver.

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hipockets
April 11, 2014 1:51 am
Reply to  KennyG

KennyG – re: Post 28

The Thunderbird email client is free and customizable. You can take a look at it at
https://www.mozilla.org/en-US/thunderbird/features/

I use primarily Firefox for my browser. It’s free, secure, and VERY customizable.
https://www.mozilla.org/en-US/

Firefox Tip 1 — right click on the Bookmarks Toolbar and left click on “New Folder”. Name the new folder and click on “Accept”. Now you can drag and drop the bookmarks on the Bookmarks Toolbar to the folder. You can also drag and drop a tab to the folder to create a new bookmark.

Firefox Tip 2 — Install the SpeedDial add-on. It allows you to add upteen bookmarks on a page. I use it as my home page. Take a look at it at
https://addons.mozilla.org/en-US/firefox/addon/speed-dial/?src=ss

Firefox Tip 3 – Install the “Multirow Bookmark Toolbar Plus” add-on. It allows you to add as many rows of bookmarks to the Bookmarks Toolbar as you want. You can set an option to hide all rows until you mouse over the URL bar. The rows disappear again when you click on a bookmark or in a window. You can see what it does at
https://addons.mozilla.org/en-US/firefox/addon/multirow-bookmarks-toolbarplus/?src=search

The Opera Browser has a feature similar to SpeedDial, but you cannot create a folder on the Bookmarks Toolbar.

In Internet Explorer, you can create folders for the Bookmarks Toolbar by clicking on Favorites-Favorites-Favorites Bar. Right Click on “Create New Folder” and name the folder. You can drag and drop URLs from the URL location box, but you cannot drag and drop the tabs. There is nothing like SpeedDial available. I’m still on Windows XP – things might be different in Windows 7 or 8.

I don’t have Google’s Chrome installed, but I use a very similar program called Comodo Dragon for better security when I’m investing or banking. You can create folders on the bookmark toolbar and drag and drop bookmarks and tabs to it. I think it is faster than the other browsers I mentioned.

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arch1
April 11, 2014 9:42 am
Reply to  hipockets

HiPockets; Great info,thanks. I also still prefer XP to win 8. I think they misguidedly tried to compete with Apple/Iphone & failed. Apple owners I know would switch to Linux before Windows,,any flavor. I find Chrome to be fastest for surfing,,with Opera close 2nd. I.E. slowest. Firefox one I most use. fa

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KennyG
KennyG
April 11, 2014 10:48 am
Reply to  hipockets

Hi Pockets – thanks for that info. would make things a lot easier. I will look into it.
Frank – If you really using Windows XP – – be careful. As you may know Microsoft has announced it will stop supporting XP, which means no security updates which will render it a prime target for hackers.

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arch1
April 11, 2014 10:54 am
Reply to  hipockets

Kenny; Thanks for response,,,I use XP offline so no worries mate. Use win 8.1 for web which does have some online advantage,,,,,much better virus protection.

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hipockets
April 11, 2014 9:03 pm
Reply to  KennyG

KenyG – re: Post 28
I think the fear of using XP because it is no longer supported is overblown. Using a good firewall, antivirus, antikeylogger, and common sense will keep us protected for the time being.

I usse the Comodo firewall, Avast antivirus, the pro version of Malwarebytes AntiMalware, SuperAntiSpyware, Zemana Antikeylogger, and WinPatrol Plus. I use NoScripts, Web of Trust, and HitMan Pro in Firefox for browsing.

I like to try out new software, but I download only from sites that I trust — usually majorgeeks.com and softpedia.com

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KennyG
KennyG
April 11, 2014 10:31 pm
Reply to  hipockets

Pockets: post 28- I agree with your thoughts about XP , but I’m willing to bet that there is probably no one else on this thread that uses all or anywhere near as many of the precautions that you are taking. One question about that- doesn’t all these programs conflict with each other or slow down your PC?

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hipockets
April 11, 2014 11:59 pm
Reply to  hipockets

KennyG -post 28

I have a Pentium dual core 2.4 GHz with 3 GB of ram. CP usage is rarely over 60 %; memory rarely over 75%. I have two large hard drives with the XP operating system on the C:\ drive and the applications on the other.

In addition to the security stuff, I usually have open: Firefox (up to 20 tabs at a time) , Comodo Dragon (usually 4 tabs), Thunderbird, up to 28 spreadsheets in Excel ( 1 for keeping daily prices of the stocks owned and wanted, and 27 for graphing the those stocks), Notepad++, Process Explorer, FreeCell Pro, and very often Word.

The only thing that is slow is starting. It usually takes about 3 minutes to boot to the desktop. The security stuff loads at start up, along with FreeCell, Notepad++, Process Explorer, Cookie Monster, WorldWeb, Sticky Password, Iperius Backup, Task Killer, and Glary Utilities Pro.

The applications (Firefox, etc.) take 30 to 60 seconds each to load, but after everything is loaded it all hums along. I play FreeCell while things load.

To clarify what’s open concurrently, all of the Firefox tabs and all of the Excel spreadsheets would not be open at the same time.

None of the programs interfere with each other. That often happens with antivirus programs, but the ones I use all work slightly different from each other and I have never seen a problem.

I bought Windows 97 Home a year ago and a solid state hard drive for the C:\ drive two months ago. I haven’t got around to putting them in. Did I mention that I procrastinate?

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KennyG
KennyG
April 12, 2014 11:18 am
Reply to  hipockets

Pockets post28:
I couldn’t decide on how to respond to your post. Didn’t know which was more appropriate:
WOW!! or
What the hell !
😉

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hipockets
April 12, 2014 5:37 pm
Reply to  hipockets

KennyG -post 28

You asked, I answered :>)

I apologize if I got carried away. I know a lot more about computers than I do about investing.

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KennyG
KennyG
April 10, 2014 9:09 am

…. and I forgot to check that silly box…..

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Alan Harris
Guest
Alan Harris
April 10, 2014 9:53 am
Reply to  KennyG

It even solves that problem!!

ockrazor
ockrazor
April 10, 2014 9:20 am

From This am. I am long BennyT and Anp.

Merck Data Show Potent Rival to Gilead’s Hepatitis C Pill
By Drew Armstrong – Apr 10, 2014
Merck & Co. (MRK)’s experimental hepatitis C pill produced clinical trial results positioning the drug as a strong competitor to a potential blockbuster therapy from Gilead Sciences Inc. (GILD)

Merck’s two-drug combination once-a-day pill stopped the virus in 98 percent of newly treated patients with few major side effects, according to a mid-stage study presented today at the European Association for the Study of the Liver in London.

The therapy from Merck will go to final-stage testing as Gilead and AbbVie Inc. (ABBV) compete to be first to market with regimens aiming to eliminate the need for interferon, an older therapy with difficult side effects, for patients with a strain of hepatitis C known as genotype 1.

Gilead’s Sovaldi is cleared for some hepatitis C patients with other drugs and the company has applied to U.S. regulators for approval of a combination single-pill treatment that can cure hepatitis C in more than 90 percent of patients with the most common strain. AbbVie plans to submit its three-drug therapy for U.S. clearance this year, and also is working to formulate it into a single pill.

Merck’s medicine “will be a pill that hits almost every genotype except genotype 3,” said Eliav Barr, vice president of infectious disease for the Whitehouse Station, New Jersey-based drugmaker. The pill may prove a true rival on efficacy, convenience and safety if the promising data is borne out in a larger, final clinical test.

Merck rose 1.8 percent to $58.10 at 7:30 a.m. New York time in trading before the market opened. The stock has gained 22 percent in the past year as of yesterday’s close.

Patient Population

An estimated 2.7 million people with hepatitis C live in the U.S. The disease can be symptomless for years before it begins to scar the liver, leading to cancer, organ failure and, eventually, a transplant. Genotype 1 is the most common type in the U.S. and Western Europe.

Patients fall into two main groups, older people who got blood transfusions before 1992 when screening began, and intravenous drug users who pass it to each other through shared needles. The World Health Organization yesterday recommended screening all high-risk people as a way to reduce what it called an alarming number of new infections. The new drugs for the disease are more effective and more convenient than older therapies and produce fewer side effects.

In interim results from Merck’s Phase 2 trial released today, hepatitis C patients were given the two drugs, MK-5172 and MK-8742. Some also got ribavirin, an older virus-fighting drug. Merck’s combination cleared the virus in 98 percent of 44 patients given the drug for 12 weeks after not having been treated before. When combined with ribavirin for 12 weeks, it cleared the virus in 94 percent of 85 patients and 83 percent of 30 patients treated for eight weeks.

Side Effects

Merck reported data for three of the 16 patient groups that were part of the trial. The most common side effects included fatigue, headache, nausea and diarrhea. All the side effects except headache were less frequent in the group that didn’t get ribavirin.

Analysts have estimated Merck may gain only about $400 million in yearly sales in what is projected to be at least a $133 billion market in the long term, said Mark Schoenebaum, an analyst with ISI Group LLC.

“Even assuming modest market share for Merck, the $400 million in Street models looks increasingly wrong if the data don’t disappoint,” he said in a note to clients yesterday. Sovaldi from Foster City, California-based Gilead is projected to sell $12.2 billion by 2017, according to data compiled by Bloomberg.

Cost Scrutinized

A successful new treatment would help boost Merck’s sales, giving it a replacement for the older hepatitis C drug Victrelis, which produced $428 million last year. The drugmaker’s earnings have fallen short of analyst expectations as sales of its biggest product, the diabetes pill Januvia, have been relatively unchanged.

The new hepatitis C drugs have been scrutinized by policy makers and private insurers because of their cost. The WHO yesterday called for lowering the price of the drugs. Gilead’s drug now costs $84,000 for a 12-week treatment, and the combination pill before regulators is expected to cost more.

While Gilead has said the cost is comparable with current treatments, and less than a liver transplant, pharmacy benefit managers have called the price unsustainable, and Democrats in Congress have demanded Gilead appear and justify it.

A huge group of infected patients who have had the disease for years are heading toward liver damage and failure — costs far larger than the new medicine, Merck’s Barr said. “If we could cut that off, we’re going to be saving a great deal of time and money and effort for the health-care system,” he said in an interview.

“Merck’s idea is that medicines don’t work unless patients use them,” Barr said. “But you also need to talk about their impact on the health-care budget, and what inevitable costs you save downstream.”

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Alan Harris
Guest
Alan Harris
April 10, 2014 9:57 am
Reply to  ockrazor

All: Just look at the above comment…….its chock full of info about any number of different tickers. How the muck are you gonna reference those pearls when KSS moves on to his next article ? But if they were separated into the specific ticker chatroom a/ they could be read forever b/ it would require a lot less reading all at one go coz just the relevant bits would be in the relevant chat room.

quantum007
quantum007
April 10, 2014 10:07 am

One more very important detail I will not discuss any company (private or public) that my fund or my parent fund may engage with intent to Finance, Reverse Merger or IPO.

I can discuss any of our affiliate funds intents and potential candidates in a round about way… you will understand if and when I bring up a potential candidate.

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quantum007
quantum007
April 10, 2014 10:10 am
Reply to  quantum007

Lets leave this topic aside for now. Ill explain when I have more time and when such an opportunity surfaces. Tx

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Alan Harris
Guest
Alan Harris
April 10, 2014 10:10 am
Reply to  quantum007

Youd be a fool to risk your job and no one here with 2 grey cells to rub together would expect it.

ockrazor
ockrazor
April 10, 2014 10:16 am

JZ

Not here but I would love to hear of some of your micro cap biotech success. Must be some great stories.

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quantum007
quantum007
April 10, 2014 10:21 am
Reply to  ockrazor

Yes, but I would rather discuss the few big losses… I think you will learn a lot more … its the failures that help us see future obstacles and pitfalls and make us better research investigators and investors.

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Alan Harris
Guest
Alan Harris
April 10, 2014 10:36 am
Reply to  quantum007

Spot on……the winners teach us v little…..just horn blowing.

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quantum007
quantum007
April 10, 2014 10:49 am
Reply to  quantum007

If you want to see a recent Financing that we took part in check Lions Biotechnolgies LBIO $23M in Nov 2013
TIL tumor infiltrating lymphocytes technology, taking T-cell program into a Phase III clinical study for metastatic melanoma

I got so lucky that another fund changed its mind and wanted an time and commitment extention because they had allocated its capital to another company, which they had commitments with and could not back out without being sued… so we got a small chunk of the $23M

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quantum007
quantum007
April 10, 2014 11:09 am
Reply to  quantum007

Ask Dr Kss to review LBIO… I don’t want to trouble him, im sure he’s busy as hell.
But it would be interesting to hear if he sees any red flags in their drug technology.

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quantum007
quantum007
April 10, 2014 11:14 am
Reply to  quantum007

used to be called Genesis BioPharma

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ockrazor
ockrazor
April 10, 2014 10:45 pm
Reply to  quantum007

great point JZ regarding learning more from losers.

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bwd1up
bwd1up
April 10, 2014 11:35 am

Just my 2 cents. I manage the threads and information primarily through my email client (Outlook). I receive notifications on all of the threads (which shows which thread it came from) and have a rule in Outlook that sends the notifications to a Gumshoe folder which filters by date – oldest to newest. So in the morning when I have 50 or 60 emails from the collective threads, I simply open the first one and click the next arrow to move to the next email. You can move very quickly through the posts this way. When I see a post I want to follow up on, I mark it unread and save it in a sub folder. I have saved the notifications with the links to the spreadsheet and important links folks have provided. Once I use a link I bookmark in my browser as well.

Anyway, this “system” works well for me whether we have one thread or 10 because I only look which thread it came from if the email contains information I am interested in. It’s much easier for me for example, to just save the email that resulted from Jz post on
one of his trading strategies rather than ctrl f on the thread it was posted.

I am neutral on what is decided regarding the chaos/organize discussion

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Alan Harris
Guest
Alan Harris
April 10, 2014 12:44 pm
Reply to  bwd1up

Ah…but if someone posts a reply thats out of chronological sequence saying something like ‘Thanks james…..glad to see its up 100% today’ you have no idea what theyre talking about unless you ctrlF that thread to see it in context.

arch1
April 10, 2014 2:20 pm
Reply to  Alan Harris

Alan; simple ans. would be add post# and thread name/page to later comments. Then no need to go back to a 2012 thread ever unless great interest,,,,,,In which case why not ask commenter what means post?

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roblites
roblites
April 10, 2014 12:08 pm

Two questions please, If someone has a moment. I don’t find access to one of our threads anywhere other than the GS home page, right hand colume. ie, right now it only highlights recent messages on biotron chat, and the trail…. But there is another Biotron thread, the original, and I how do I access it or even the original ? ( I have a stock I wouild like to highlight and I believe it does not go on chat).
Also control F. Does my cursor have to be highting something, like the address bar? Just looking at a message on one of our threads and pushing Control F doesn’t make anything pop out at me to be able to type in a stock…is GALE.
Thanks

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Alan Harris
Guest
Alan Harris
April 10, 2014 12:37 pm
Reply to  roblites

On mine, ctrlF throws up a box at bottom of screen where I type/paste what Im looking for. Then theres an up/down arrow to search up/down the thread for what I typed in.

Your missing thread can be found by typing Biotron in the google search at top of thread. Once found, dont forget to tick, Notify me….or it wont.

Alan Harris
Guest
Alan Harris
April 10, 2014 12:40 pm
Reply to  Alan Harris

Ps…Truly sorry if Im blathering too much today……Im just trying to be helpful.

jer_vic
jer_vic
April 10, 2014 12:57 pm
Reply to  roblites

Well, since everyone else has an opinion, I’ll add mine.

– I prefer to follow a single thread.
– I like the idea that whenever Dr. KSS writes an article, that is the catalyst for everyone jumping to the new thread
– use a 2nd sheet in the spreadsheet to have a list of links to all the threads, in the order they were created
– a new thread for every stock ticker is a bad idea – there are over 60 stocks in the spreadsheet now, and MANY more have been mentioned in the various threads

Think about it. We’ve been going since Jan. 8, 2014, and we’re up to 5 threads. At that rate, 2 years from now, there will be 40 threads. Do we really need any solution that adds MORE threads?

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Alan Harris
Guest
Alan Harris
April 10, 2014 1:19 pm
Reply to  jer_vic

With all due respect (and I due Jer Vic) I really think youre missing the point. We cant have one thread to ctrlF. If, as suggested by others, each comment list is limited to 1000 posts and we call them SG1-2-3-4 etc we still end up with N threads by 2015 and ctrlF wont get us across them all…..thereby we have chaos and lost info. Whereas, if we have one thread per ticker, we can ctrtlF ALL the mentions of that ticker there and access via the indexed spreadsheet. Nothing is EVER lost between the cracks. This doesnt stop people commenting about spotty willies on each KSS new article…..and who need retro access to those?

jer_vic
jer_vic
April 10, 2014 1:59 pm
Reply to  Alan Harris

I understand what you’re trying to do, I just don’t think it will work. People will post whatever and where ever they want, and they will not limit themselves to posting “on topic”. Your individual ticker threads will get “polluted” with off-topic discussions of other stocks, and things will degenerate into worse chaos. On top of that, you will STILL have the threads that arise whenever Dr. KSS authors a new article.
I appreciate that you are trying to impose order onto this chaos, but given the limitations of the venue (no offence, Travis – we’re pushing it beyond it’s design) I don’t see it being possible. I think the only thing you can do is try to minimize the chaos.
It will be interesting to see what changes Travis is making to the backend. I think if he/they improve the search function, that will solve most of the problems. ie. if you could say
“search only comments” for “‘AHRO’ OR ‘AtheroNova'”, ignoring case
for example.

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Alan Harris
Guest
Alan Harris
April 10, 2014 2:13 pm
Reply to  jer_vic

You may well be right. But we’ll never know unless we try. I accept that newbies WILL splatter stuff. But the cat herders can direct/discipline those. The regular irregs should soon learn that if they dont post in the appropriate in the appropriate chat room, their comment will be lost, so their typing/info will be wasted. I dunno. But I can’t follow 60 random posts a day and make sense of it all, stay focused on my watch list, do the day job and still take the girlfriend out to the pics. BTW whoever reco’ed Budapest Hotel needs counseling…. v weird film. I think the Director called in a load of favours to get those cameo’s….a ‘very much for the actors amusement’ film Imo. Still the Pizza after was good.

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arch1
April 10, 2014 2:40 pm
Reply to  jer_vic

jer-vic; I agree. We all must deal with much chaos & little order every day. People generally
do not understand it is beyond human capability to impose order to suit our will.
Example: How do you determine optimum temperature of climate change/weather which must by nature of random events be chaotic?

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Warner
Warner
April 10, 2014 3:36 pm
Reply to  Alan Harris

I would like to further support the sequenced SG1, 2, 3, etc because it would be easy to reference to by sequence no. and f3’s can be made easier on one or 2 SG threads rather than trying to traverse across many threads. Most of us do not go back too far with our searches for comments, therefore the number of SG nos referenced should be minimal. The many threads we have now is truly confusing to me and I would suggest others. An example is this thread alone. The comments are about SG threads and we are discussing it on the Biotron Chat thread when I thought it should be on Eyes & Ears (where I started the SG sequencing nos. proposal.). Some day Travis may have the capability of traversing all SG No. threads? I believe simplicity trumps going back a thread or two searching with F3’s. Please remember how more quickly quantified threads load for rapid searches.

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roblites
roblites
April 10, 2014 12:49 pm

XBI testing the 130 level for the 4th time in 5 days which wil happen anytime now. It will be a desisive point. At 131 12:45 EST. Hopefully the market makers will be back from lunch soon to make an intelligent decision.

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quantum007
quantum007
April 10, 2014 1:22 pm
Reply to  roblites

Hi Rob, I also keep an eye on the IBB, its showing support, lots of support here, lets see which way she goes.

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quantum007
quantum007
April 10, 2014 1:25 pm
Reply to  quantum007

sorry ignore lots of support comment..typo , cuz I see S&P down to 1774-1802

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Alan Harris
Guest
Alan Harris
April 10, 2014 1:59 pm
Reply to  quantum007

Hmm? Pretty basic mistake JZ….if you did that at work you could have cost someone millions.

quantum007
quantum007
April 10, 2014 2:24 pm
Reply to  Alan Harris

lol… actually it bounced up 6.5 pts since my post… lol
I would of made some $$$ (ahhhh 6.5pts not even a proper scalp).
I wouldn’t touch it till I see confirmation

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Alan Harris
Guest
Alan Harris
April 10, 2014 2:28 pm
Reply to  Alan Harris

What form does ‘confirmation’ take? Please remember we are mostly learners here. Educate us please

quantum007
quantum007
April 10, 2014 2:50 pm
Reply to  quantum007

I have proprietary indicator software I use along with supply/demand zones… its right most the time not always. About 65-70% accuracy (more difficult on S&P index)
I only use charts on index , commodities and currencies.

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quantum007
quantum007
April 10, 2014 3:13 pm
Reply to  quantum007

s&p in trouble.. come on down
should creat some good buy oppurtunities in next 5-10 days…

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Alan Harris
Guest
Alan Harris
April 10, 2014 3:26 pm
Reply to  quantum007

So what financing deals were you involved in (past tense) Im truly interested in that stuff coz its such a closed shop.

quantum007
quantum007
April 10, 2014 3:35 pm
Reply to  quantum007

If you want to see a recent Financing that we took part in check
Lions Biotechnolgies LBIO, Financed $23M in Nov 2013
TIL tumor infiltrating lymphocytes technology, taking T-cell program into a Phase III clinical study for metastatic melanoma

I keep posting it , but know one is interested in checking it out….

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Alan Harris
Guest
Alan Harris
April 10, 2014 3:40 pm
Reply to  quantum007

No, I saw that oneb4 and it was interesting reading…..I was wondering about others?

quantum007
quantum007
April 10, 2014 4:00 pm
Reply to  quantum007

Their are tons Allen, Ive been the Jr fund director here for 12 years, since the very beginning. Im not interested in listing all of them here.
I will not be taking part in too many discussions in the near future,
I had some time so I decided to introduce myself and share my investigative skills.
Next week I have to travel to look at two finance candidates.
I will always keep in touch because I feel this is like a big family and their are excellent ideas developing here every week..
Today too much energy was spent on the spreadsheet.

I will happily investigate any company that is approved or semi-approved by Dr. Kss and the Gummies…. fair enough

and I will bring in any Investment/Finance leads thru my affiliated network… fair enough

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arch1
April 10, 2014 4:05 pm
Reply to  quantum007

JZ; Thank you for all you have done for us. You are more than kind to share your insight & experience & I will look forward to further contact.

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Alan Harris
Guest
Alan Harris
April 10, 2014 4:06 pm
Reply to  quantum007

More than fair. Cant wait. Er…..12 years where?

quantum007
quantum007
April 10, 2014 4:16 pm
Reply to  quantum007

Thank you Frank for the kind words. I feel very welcomed here and I truly am honored to be a part of such a great investment minded community.
Their will be plenty of LBIO type deals in the future… once I get to know and trust people here, I may disclose who I am and my Fund.
Things moved very quickly here in last 2 weeks and I hope I didn’t offend and overwhelm some people.
Im in the business of making money. May sound cold and crude, but that’s what I do.

I also am a director of a local charity and help with fund-raising and financing social projects.
Im a busy guy but its been a blast getting know some of u Gummies, and I look forwards to long prosperous relationship.

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jer_vic
jer_vic
April 10, 2014 4:28 pm
Reply to  quantum007

> “once I get to know and trust people here, I may disclose who I am and my Fund”
Think carefully about this, before you do it. Once the info is out there, it’s out there, and be assured that there are MANY more people reading this forum than posting.

> ” hope I didn’t offend and overwhelm some people.”
Not at all. It’s been a true pleasure to have you join us.

> “Im in the business of making money. May sound cold and crude, but that’s what I do.”
Which is why we’re here too, and why we appreciate your advice.

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quantum007
quantum007
April 10, 2014 4:31 pm
Reply to  quantum007

I will check the gs spread sheet occasionally and start researching any new Dr Kss approved opinions.
I will leave my JV opinion SMMF rating and a detailed summary in a linked post.
I have almost completed Sensco and Ampliphi research (just awaiting science review).
I have started PTN, SYN, ONCS research.
( when u guys make the big bucks, you guys have to send some flowers to my assistant and secretary, cuz they are doing most our work)

I will always disclose my buy and accumulate positions. That way know one can accuse me of front running or misrepresenting.

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quantum007
quantum007
April 10, 2014 4:34 pm
Reply to  quantum007

Yes Jer-vic you are right, I still feel uncomfortable dropping an associate funds name the other day. Oh well. Tx for the heads up.

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jer_vic
jer_vic
April 10, 2014 4:34 pm
Reply to  quantum007

JZstoxx:
My deepest apologies. In my above post, I meant OPINION, not ADVICE. No advice is offered here, only opinion.

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Alan Harris
Guest
Alan Harris
April 10, 2014 4:35 pm
Reply to  quantum007

”….know one” Ha ha…is that a pun?

quantum007
quantum007
April 10, 2014 4:38 pm
Reply to  quantum007

Tx Allan for all your help and support… and your humor
You run a tight ship matey

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KennyG
KennyG
April 10, 2014 4:41 pm
Reply to  quantum007

JZ: When that Bio-boat comes in, besides the flowers to your co-workers I will suggest a donation to that charity that you do fund raising for.

Don’t stray too far!

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Alan Harris
Guest
Alan Harris
April 10, 2014 4:46 pm
Reply to  quantum007

As it happens, I live on a tight ship ie a boat !

quantum007
quantum007
April 10, 2014 5:19 pm
Reply to  quantum007

Gonna share one more bad experience story then I gotta go.

Neptune NTB – partook in the big $34M financing in October 2008, in November, only a month later, theirs a huge explosion at the lab. 19 people injured, 2 dead. It was horrible. The stock plunged, im in deep waters upto my neck.

Take a look at it now, its a rising star and im so happy for them.

Moral to the story is that Dr Kss or myself may have very high regards for a particular company (like Benetic it bseems to be the most popular here), but things can go wrong… and if so know one here should throw dirt at him or myself.. look at our DD and compare it to yours, understand the risks, don’t go mortgage your home (or Allans aluminum boat, hahaha)… have a trade plan and execute it…. trade safe.

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Alan Harris
Guest
Alan Harris
April 10, 2014 5:29 pm
Reply to  quantum007

Actually, its steel and I bet her alimony on it….so I hope Beni goes to the bottom!!!

hipockets
April 10, 2014 8:33 pm
Reply to  quantum007

JZ – Thanks from me, too, for your contributions to our “club”. Good luck with all your endeavors, and we all look forward to your next comments.

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KennyG
KennyG
April 10, 2014 4:51 pm
Reply to  quantum007

Hey, thats good Alan. We all have to wait for our boat to come in….. yours comes in every day

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Alan Harris
Guest
Alan Harris
April 10, 2014 4:53 pm
Reply to  KennyG

And it never goes out coz its got no engine…Its a floating apartment 🙂

KennyG
KennyG
April 10, 2014 4:55 pm
Reply to  KennyG

You weren’t kidding when you previously said that “divorce is VERY expensive”

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Alan Harris
Guest
Alan Harris
April 10, 2014 5:00 pm
Reply to  KennyG

I used to own a six bedroom house in central London….I now I own a 3 bedroom boat….you work it out. Still it was the best thing that ever happened to me. Worst financial decision I ever made….but the best life unhansing decision I ever made. I never wanted to be the richest man in the graveyard. Just lovin’ it.

quantum007
quantum007
April 10, 2014 5:28 pm
Reply to  KennyG

Ive had 4 divorces, complaint was I work too much… its true god bless them and the money they took.

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ockrazor
ockrazor
April 10, 2014 10:51 pm
Reply to  roblites

Rob I revisited today a chart I build on bloomberg back in Jan when I was looking a BLT and the biotech space in general . I wish it was easy to post. Its a ” season chart of the IBB” Over the last 5year the IBB has flatten from late march/april until late june then the trajectory is higher until the following april. I thought it was interesting. I tried to post it this am pre-sell off but I couldn’t figure out a way.

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Elliot
April 10, 2014 2:31 pm

Alan, I can’t believe you didn’t like The Grand Budapest Hotel … did your girlfriend dislike it also? Of course, the style of Wes Anderson is a bit strange, so if you don’t appreciate his sense of humor, I guess you wouldn’t like it. I thought it was sort of a British humor, but I guess I must me mistaken.

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Elliot
April 10, 2014 2:32 pm
Reply to  Elliot

Sorry you didn’t like it, but I’m afraid you are the one who needs counseling 🙂

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Alan Harris
Guest
Alan Harris
April 10, 2014 2:40 pm
Reply to  Elliot

Maybe I do?…(GF is Spanish, so what else can you expect….(whoops, best watch what I say or no nooky tonight! 🙂 ) We both enjoyed it, and some of the acting was supreme….espec Zero. But I was left feeling like someone had dumped a heap of jig saw in my head, and I couldnt make the picture into something discernible. Probably need to buy the video and watch it N times….you may be quicker on the uptake.

arch1
April 10, 2014 2:47 pm
Reply to  Alan Harris

Alan; We all struggle with language & cultural differences. My Irish great-uncle liked to say Englishmen do not reach their full potential til they have had time to age & mellow,,,,Like Bishop cheese,,made from Gloucester milk & bathed with Bishop pear brandy.

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Alan Harris
Guest
Alan Harris
April 10, 2014 2:49 pm
Reply to  arch1

Well I agree with the first part….and look fwd to trying the second.

Kris Prasad
Guest
Kris Prasad
April 10, 2014 2:59 pm
Reply to  arch1

Off topic. Thats one mighty fine cheese, Frank–“Stinking Bishop”. Thanks for reminding me–have to buy it tonite.

biotechlong (btl)
April 10, 2014 4:19 pm

FYI, here’s a link to a site that describes how to remove red ink: http://home.howstuffworks.com/how-to-remove-red-stamp-pad-red-ballpoint-pen-and-red-ink-stains.htm. After today’s experience, I placed a rush order – should have it on hand NLT 10 am, Friday – shortly following the opening bell.

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jer_vic
jer_vic
April 10, 2014 4:23 pm

JZstoxx:
If the spreadsheet (and by that I assume you mean researching the companies on it, and updating “your” column) is causing you too much work, then drop it.
To me, your posts in the comments and your contribution to the group pool of knowledge is much more valuable.
Frankly someone else can update the spreadsheet based on your comments here, if they’re so inclined. Dr. KSS doesn’t update the spreadsheet (I believe), and we all manage with that.
You’re beholden to no one here to do more than you’re comfortable with contributing.

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KennyG
KennyG
April 10, 2014 4:49 pm
Reply to  jer_vic

Now that ALL of the biotechs have been slaughtered this past week, now may be an opportunity for anyone with funds to think about some accumulation of those on your individual wish-lists, or to possibly cost average down on your current favorites. The trouble is there is still risk in this recent down-trend and it requires that one has funds available, cause the option of selling other equities to raise cash for these bio purchases may not be an option as they have been beaten to death as well.

Its ironic in that the “newbies” can look at the spreadsheet and cherry-pick some great stocks at bargain basement prices.

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jer_vic
jer_vic
April 10, 2014 4:52 pm
Reply to  KennyG

Agreed. I bought GILD today, which pretty much depleted my cash on hand. Hope I wasn’t in too early and we don’t see more red. But, as the man said, you pays your money and you takes your chances.

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quantum007
quantum007
April 10, 2014 5:26 pm
Reply to  jer_vic

TX jer-vic lets leave it till later im tired and need to sign off cheers

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elee3954
elee3954
April 10, 2014 10:24 pm

Only looking for followup comments with this email. Thanks to all who’ve been contributing!

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