Yup moderrock, Viking looks very interesting. I've been following LLY and NVO for over a year and have done quite nicely - especially with LLYs positive Alzheimer's result last night. More good to come from all the players in this space I hope. Not only[...]

Travis, this explanation should be a sticky note so it's easily found. Nicely explained![...]

I just happened to start a discussion on Alex Vieira who is a big Netflix fan 1/2 an hour ago and then saw this . Alex had made 100's of millions on Netflix. Here is a link to get started if you want. I think Alex still likes Netflix but he also shorts i[...]

Great overview and gives me hope for continued progress as we unlock new ways to stop these cancers from progressing, and possibly happening at all.[...]

$APTO (long) Just in case anyone follows Aptose, they've just started a search for a full-time chief medical officer. Perfect timing given their PH 1b and soon to start trail for a second candidate.[...]

Can't be anything but China if it's Steve. Full disclosure, I like his thought process, follow him pretty closely and I've made good money on his trends. Having been to China a number of times, I tend to come to the same conclusions he suggests. Of course[...]

Cleveland, I did some search work for Tony (CEO at Closure), and thought there was an application for closing internal wounds, sub cutaneously. I could be wrong. Also, don't forget, Closure basically used SuperGlue. J&J's OTC product initially licensed fro[...]

$biotech ? Cleveland and Dr. KSS, my dilemma is sometimes I have rather intimate/inside info on some of the co's discussed on this site that I'd prefer to not make attributable to me yet that are clearly important to assess an investment (Doc, I reached o[...]

Personally, not sure I'd touch this team as an investment. I'm holding my tongue on a number of "covered" companies that, from a personnel perspective, rate very low in my opinion.Yes, I too spent 5 days in SFO for the 25th time in my career. My advic[...]

Hey PJ, how did that $3k bitcoin investment end up?[...]

$BioMarin Interesting UK study Hemophilia A success. Small study but quite the patient response.[...]

Matthew, try my email at kreltub@gmail.com. I have some thoughts and direct insights on this.[...]

$ZIOP - NEVER a position!! Cleveland, I did the early work here with Jon Lewis and actually shared some adjacent office space with him. This was/and-still-is a team I'd never touch with 10 foot pole.[...]

$ONCYF (small position) just announced a major deal yesterday. I think they also trade on TSX under different ticker. Very interesting company from my due diligence. I also know the team well and feel they can get this over the goal line (assuming the tec[...]

$VRAY (full position) I'm guessing Varian or ViewRay. More investigation will make this one obvious... I'm went ViewRay but admit my diligence was (somewhat) quick.[...]

bump[...]

Lingling88, I know Mayleben fairly well and did several searches for the original esperion of the early 2000's. Tim is a 2d or 3d tier player. I personally would never invest in him. That said, one needs to look at the underlying tech in $ESPR. Having sa[...]

$PIRS NP. Know some of the folks here: Pieris just going through a reorg and letting some key people go in order to conserve cash. They got in (or soon will get as SoGiAm pointed out) several years of cash and will now focus on delivering in the clinic. [...]

Macchiarini is dirty and coated in teflon. He's despised within BSTG to this day. Green (previous CEO) will admit he was hoodwinked by this slick talking, slime bucket who cut every corner possible.Having said that, he implanted around 10 of their org[...]

Looking at the $PTLA exec team there's no REGULATORY depth unless they're using virtual expertise (e.g. outside consultants). Seen this movie many times before - CEO is a commercial guy and fails to surround himself with the skills he/she lacks. In this ca[...]