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On "Notes from Torrey Hills Capital Emerging Growth Conference, 13-15 November 2017, San Diego, CA"
Matthew, try my email at kreltub@gmail.com. I have some thoughts and direct insights on this.[...]
On "Notes from Torrey Hills Capital Emerging Growth Conference, 13-15 November 2017, San Diego, CA"
$ZIOP - NEVER a position!! Cleveland, I did the early work here with Jon Lewis and actually shared some adjacent office space with him. This was/and-still-is a team I'd never touch with 10 foot pole.[...]
On Tear Sheet: CohBar Inc. ($CWBR)
$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[...]
On Microblog: Venture Technology
$VRAY (full position) I'm guessing Varian or ViewRay. More investigation will make this one obvious... I'm went ViewRay but admit my diligence was (somewhat) quick.[...]
On "Notes from Torrey Hills Capital Emerging Growth Conference, 13-15 November 2017, San Diego, CA"
bump[...]
On Tear Sheet: CohBar Inc. ($CWBR)
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 $ESPR. Having sa[...]
On Tear Sheet: CohBar Inc. ($CWBR)
$PIRS NP. Know some of the folks here: Pieris just going through a reorg and letting some key people go in order to conserve cash. They got in (or soon will get as SoGiAm pointed out) several years of cash and will now focus on delivering in the clinic. [...]
On Tear Sheet: CohBar Inc. ($CWBR)
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[...]
On Tear Sheet: CohBar Inc. ($CWBR)
Looking at the $PTLA exec team there's no REGULATORY depth unless they're using virtual expertise (e.g. outside consultants). Seen this movie many times before - CEO is a commercial guy and fails to surround himself with the skills he/she lacks. In this ca[...]
On Aurinia R&D Day, New York City, October 20, 2017
I've had some previous-company interaction with some of the current team and board: those I know are mediocre (at best). Doc KSS, I trust your instincts here and bet you're right that they pursuing failure.[...]
On Tear Sheet: CohBar Inc. ($CWBR)
$PTCT Gotta agree, this is a management team of zero. Unless they "happen" to be VERY lucky, there is nothing here.[...]
On Tear Sheet: CohBar Inc. ($CWBR)
$ORPN UPDATE FOR Dr. KSS (et al) First/initial Ph 2 open label study had sites in Montreal and Jerusalem. That study's results were announced at least a year ago. Next up is another Ph 2, double blind placebo controlled. I think the timing was just [...]
On Tear Sheet: CohBar Inc. ($CWBR)
OK, i know this team and company very well and have some very early stock having worked with them. There are some leadership challenges (Fred's a great guy - it's not him) and the science is interesting however the initial trial work (e.g. protocols) were [...]
On Tear Sheet: CohBar Inc. ($CWBR)
So top line on $ESPR will either be a partnership or the readout of their LT Phase 3 safety study which was initiated in early 2016. On the latter, it will likely be late 1stQ or early 2ndQ 2018[...]
On Tear Sheet: CohBar Inc. ($CWBR)
$ESPR I've just asked a good friend that works there and will let you know what he thinks = and of course, not using any inside info![...]
On Tear Sheet: CohBar Inc. ($CWBR)
@ARLZ NP-but getting in. Thought it worth mentioning. While I'm not a fan of the CEO (too many "smiley faces" but he's had a couple good exits with several of the current $ARLZ team), they've apparently refi'd the company and are on the way up. I know [...]
On Tear Sheet: CohBar Inc. ($CWBR)
NP $ RDUS This is a solid team. Høiland is solid as is Snow. Don't know others on management. JP Garnier's presence is a huge plus as well. I'd bet on this management team and will look to take an entry position.[...]
On Tear Sheet: CohBar Inc. ($CWBR)
Linling, agree this management team looks second string (not that a good product can't overcome that). I've met CEO Alonso in the past (not impressed) but no relationship. I know a ton (most) of the BusDev people having done 50+ searches for heads of BD ov[...]
On Tear Sheet: CohBar Inc. ($CWBR)
One success doesn't guarantee it continues. Do it 2 or 3 times and you have a pattern.[...]
On Tear Sheet: CohBar Inc. ($CWBR)
Pretty mediocre hire. Surprised at that equity but fully agree with Cleveland on the 10% employee equity. With all that tied up with Hatfield, he'll have very little equity to offer his team - top tier CFO's, Bus Dev, CMO's, etc. know what they're worth an[...]

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