JohnM

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On IPOs that are "Like Buying Apple in 1981?"
What is your service?[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
It was one of Norchi's best presentations ever. The moderating analyst let him run over and asked several key questions. It's well worth listening to.[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
Norchi once said two to four months, but he has not repeated that recently.[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
Depends on whether it runs up in advance of approval by short-term traders. That often happens in biotech.[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
Not Cleveland, but the Irish trial was not a Phase 2 trial. It was the only trial required for external use registration in both the US and Europe. Norchi has said he will file for 510(k) approval by the end of September and EMA approval in the December qu[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
I think letting changes in the stock price affect your faith in the company is a mistake, up or down. Norchi's presentation was excellent and the new slides in the presentation added valuable insight.[...]
On Biotech Discussion... continued
$BLPH long (ouch), rumrunner, thanks for your thoughts. When you say "INO pulse could not sustain patients beyond very short term" what do you mean? I thought the Phase 3 primary endpoint of 6-minute walk improvement was the same as the successful Phase 2[...]
On Biotech Discussion... continued
I doubt the expense money raised even covered his out-of-pocket expenses, but I really don’t know. I certainly agree with you on $ARTH, which is my biggest position.[...]
On Biotech Discussion... continued
Thin-skinned with anger issues, yes. Don't know what "man-child" means. Con artist? No way. I've been investing in biotech since Genentech came public and have years of exposure to Wall Street and private research. KSS is the best analyst of early-stage sc[...]
On Biotech Discussion... continued
$BNTC np and will never have one, ipaglee, a simple Google search will often answer your questions https://www.google.com/search?q=benitec&source=lnt&tbs=qdr:d&sa=X&ved=0ahUKEwik7bjp-5LcAhWHFHwKHRZ8B4QQpwUIIQ&biw=1396&bih=678[...]
On Biotech Discussion... continued
$CLRB np Voting on a reverse split between 1-for-5 and 1-for-10[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
I worry a lot more about biotech companies that can’t raise money than those that can. This $4.5 million will carry ARTH into the December 2019 quarter, so we will get the results of the sensitization study, the 510(k) filing, the CE Mark filing, the 510[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
Do you mean the October 2018 submission? Norchi only burns $1.3 million a quarter and said before the raise that he had enough money to get into the December quarter. He now has enough to get through the September 2019 quarter. Why on earth would he have t[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
$ARTH long What do you mean by “if they don’t have to go back to the well before October”?[...]
On Biotech Discussion... continued
$AKAO np, good SeekingAlpha explanation https://seekingalpha.com/instablog/498952-bret-jensen/5179287-play-now-achaogen[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
$DMCAF, wow, Cleveland, great stuff! There goes my weekend...DD time.[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
STM, I'm always interested in your posts and completely agree that Norchi is extra careful about inside information. From his years running a biotech fund, he's also very knowledgeable about the issue. The sensitization study takes three months, not a f[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
Glad to, billy. Norchi lined up all the people needed for the sensitivity test, got them enrolled, and started the test last week. The FDA must have asked for a three-month test. Of course, it is open-label, so ARTH can accumulate data as they go. At the e[...]
On Friday File: An "Independence Day Royalties" Guess, plus Real Money Portfolio updates
Use the search function above and you'll get your answer.[...]
On Microblog: Discussion page for Arch Therapeutics (ARTH)
$ARTH long. In addition to the two-week turnaround to get the 510(k) filed by the end of September, Norchi committed to file the CE Mark application around the same time - he said it is a "second half event." Also, he said "around the end of the year, [...]

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