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    • OPEC's Move to Devalue the Euro [view article]
      So much wishful thinking...The author is a moron paid by the US Treasure.

      OPEC will help America or US$? Get real. Do you expect much help from Iran and Venezuela?       Jun 17 11:28 PM
    • Will Icahn Bail from His Yahoo Position? [view article]
      Carl is not an investor. He is an extortionist. This how he has made his money with Mick Milkin help.

      Yes, he tried to run business: TWA. It went into a bankruptcy and out of business in a hurry.

      So, if Carl gets his wish taking over Yahoo with his own money, he will lose his ass. There are not too many buyers for Yahoo especially with cash to pay.

      PS
      In the present financial environment, there are not to many banks with a desire to lend him money for this kind of entertainment.

      Jun 14 01:32 PM
    • Is Lilly and Amylin's Byetta Better? [view article]
      This AMLN pumping is just disgusting.

      During the last 4 years company insiders received and cashed out huge amounts of granted options in spite of terrible sale or stock price performance.

      AMLN has total disregard for it shareholders.

      AMLN was burning money having huge expenses but their clinical trials looked more like Mickey Mouse trials with too few patients to be conclusive.

      The last trial for LAR Byetta was a comparative trial with so few patients than it is impossible to make any definite conclusion regarding either Byetta or LAR Byetta efficacy.       Jun 13 11:09 PM
    • Bernanke Seems Willing To Allow More Downturn Than Greenspan [view article]
      It is so convenient to blame Nazi for everything.

      Stalin and Mao have killed many times more people than A. Hitler.

      Nazi did not invent extermination gas-chambers and concentration camps. Extermination gas-chambers were invented and widely used by Bolsheviks in 1920s. The first concentration camps were invented and used by British.

      The real initiator of the WWII was not Hitler. The main driver forces behind the war were J. Stalin and FDR.

      Yes, Nazi committed lots of crimes but during their colonial times British commited much more crimes specifically in India.

      Finally, Americans use A-bombs to kill endless civilians in Japan. The plan B, if America did not have A-bombs, was to gas millions of Japanese.

      So much about bad Nazi and good American.       Jun 08 10:13 PM
    • Investors at Risk of Losing Everything [view article]
      Obama is a black preacher. This is all one can expect from him outside of paying back for 95% of black votes he got during the primaries.

      McCain is just outright dangerous: a warmongering scoundrel with no respect for the Constitution.       Jun 08 08:20 PM
    • Is Oil a Bubble? Part 3 [view article]
      The old French saying: Each country has the best government its people deserve to have. No better and no worse.

      It is just stupid to blame the Congress for high gas prices and dependence on foreign and unfriendly energy suppliers.

      The US Congress just reflects the overall bankruptcy of the entire US way of life. Its moral, intellectual and economic values are in disarray and in crises. The degradation started at Lyndon Johnson "Great Society", and started to accelerate during both Clinton and G. W. Bush administrations.

      The American consumer-consumption driven economic model is nothing more or less as a parasitic way of life using somebody else money without any intention to pay it back.

      For the last 40+ years, America lived well above its means. It is a very long time; it could not last forever [similar to the Soviet Communist model], and eventually the time is up.

      Just to blame specific individuals in the Congress and in the Administration is stupid. These scoundrels were elected by American people.

      Now, America is about to start a transition to its new way of life. It will not be a painless transition. Just look at Russia. Ten years ago, Russia was in a terrible crisis. Now, it is one of the most dynamic and growing prosperity society.

      America will survive. It will take some time. America will be a very much different country.

      Jun 08 05:55 PM
    • Yahoo Denies Poison Pill: Icahn 'Manipulates the Facts' [view article]
      Carl Icahn and his associates are nothing more or less than scumbags destroying American most valuable high-tech and biotech businesses.

      His damage is enormous. His objectives are to make a fast buck for himself regardless for damage he makes.

      Just look at Biogen. It is one of the best biotech company developing highly successful drugs that save tens of thousands of lives. However, now, Biogen management must spend a lot of time and energy to defend itself from Icahn desire to ruin the company.

      It appears that this corporate raider is responsible for more deaths and suffering than Osama Ben Laden.       Jun 07 12:58 AM
    • Bristol-Myers, ImClone, Genentech Release Promising Data at ASCO [view article]
      AX,

      "Also we must not forget that when Mike Huckman asked at the ASCO the doctors if they would prescribe Erbitux to their patients the vast majority said yes. And the one that wasn't sure was from Canada."

      It is important to mention that Erbitux is not available in Canada. Bristol (who does Erbitux marketing in North America) is still negotiating with Canadian government Erbitux's price sold there.       Jun 04 03:29 PM
    • Bristol-Myers, ImClone, Genentech Release Promising Data at ASCO [view article]
      Half-truth is bad. It is more bad than lies. But this is exactly what Jason Napodano provides his readers.

      Yes indeed, in general ITT [intend to treat] patient population adding Erbitux to chemotherapy extended the overall survival rate to 11.3 months from the 10.1 months for chemotherapy alone.

      But this is not the entire story. Flex trial patients population included substantially broader spectrum of patients than the Avastin trial Jason Napodano has mentioned.

      So let compare apples with apples:

      - the Avastin trial #E4599 was conducted exclusively in Adeno-ca lung cancer patients. Addition of Avastin to chemotherapy improved median survival rates from 10.3 months to 12.3 months. Furthermore, cancer patients in Avastin #E4599 trials were ECOG 0-1 [relatively "healthy" patients] compare with more sick FLEX patients with ECOG 0-2.

      In these more sick Adeno-ca lung cancer patients, addition of Erbitux to chemotherapy improved median survival from 10.2 months to 12 months. FLEX Erbitux median survival benefits to more difficult to treat lung cancer patients were practically identical to Avastin.

      - But it is not all. FLEX ITT patient population also included SCC- lung cancer patients. These cancer patients can NOT be treated by Avastin due to severe life-threatening side-effects. In this lung cancer population, addition of Erbitux to chemotherapy improved median survival from 8.9 months to 10.2 months.

      - It is true, Erbitux did not work on Asian patients. Addition of Erbitux to chemotherapy reduced these patients median survival. Erbutux should not be used in Asian lung-cancer patients.

      - Avastin and Erbitux belong to two different classes of drugs. Erbitux is a EGFr-drug. It offers substantial clinical benefits to only a select group of patients and no benefits to the rest. By identifying Erbitux-responding patients [like it is done using biomarkers in colorectal cancers], survival benefits offered by Erbitux are much superior to Avastin benefits.

      - Finally, the latest Avastin clinical trials in lung cancer failed to show survival benefits. Consequently, effictiviness of Avastin in lung-cancer became an issue.

      Jun 03 11:34 PM
    • ASCO: Whose Presentations Look the Most Promising? [view article]
      So called "analysts" are just spin-artists.

      Kras data are extremely important since Kras-status will identify cancer patients who will greatly benefit from using EGFr drugs specifically Erbitux from ImClone.

      Erbitux is a very expensive drug but it offers to select head & neck, lung and colorectal cancer patients substantial survival benefits, improved quality of life, and for some patients cancer-free survival and even a cure.

      Knowing the Kras-status, physicians will be very much eager offering Erbitux to patients who will DEFINITELY benefit from it. This will establish Erbitux as a standard of care for these patients.

      This will make Erbitux a mega-blockbuster. Note that Erbitux's worldwide sale is already over $1.5B.       May 27 12:26 PM
    • Icahn Boosts Stake in Amylin to 6.5%, Seeks Additional Talks [view article]
      I was AMLN's shareholders from 1998 until 2007.

      AMLN's situation is very complex:
      - its management is very greedy and incompetent
      - Symlin is a niche drug as of now with very limited sale potential
      - Byetta is their major product responsible for 90% of AMLN sale and it has a strong competition from Merck's Januvia. Byetta LAR is the most important AMLN program since Byetta competition is coming from all sides.

      Finally, Byetta and Byetta LAR are partnered with LLY. This agreement is very complex and not in AMLN favor. In a case of AMLN is taken over by other company, LLY has rights to demand transferring Byetta franchise to them.

      Based on my experience (IMCL investor from 1998)with ImClone where Carl is the BOD Chairman, Carl is a greenmailer and knows nothing about complexity of biotech business. If not for IMCL's partner Merck KgaA who does all Erbitux R&D, IMCL would be long ago out of business.       May 27 12:20 AM
    • Crude Oil Prices: Bears Will Soon Win Out [view article]
      <<The US dollar has been weak because of the previous interest rate cuts. But the cuts seem all but over now. The rest of the world will soon need to cut interest rates to catch up with the US. This will lead to a stronger US dollar and weaker crude oil prices in dollar terms.>>

      Yes, it is true. But as long as
      - US foreign and domestic deficits keep growing
      - US Treasury and Fed are printing US$ as if there is no tomorrow

      There is no way US$ will stop falling in a long-run.       May 26 10:02 PM
    • Oil Is Up Due to Fundamentals, Not Speculation [view article]
      Is any one on this board aware that US$ is becoming worthless on daily basis?

      Just in the last 6 months, the Fed has printed over 800 millions US peso [sorry US$$$].       May 25 12:11 AM
    • Commodities: Oil Correction Likely; No Gold Bubble [view article]
      The US empire is a giant with clay feet is about to collapse.

      How long will the rest of world sell to America goods for US peso?       May 24 11:49 PM
    • The Oil Shortage, and Other Fairy Tales [view article]
      In the last few months, the Fed flooded US economy with $800B newly-printed paper money.

      In the last 3 years, US$ lost 50% against euro. Consequently, if commodities did not change in euro then their prices had to double in US$.

      However, EU central banks are too printing a lot of new euros. Consequently, commodities had to go up in euro too. There are no ways to "print" commodities.

      The author unfortunately does not mentioned that US government and US Congress totally irresponsible policies are the real reasons for the disastrous state of US economy and runaway commodities prices.       May 24 04:09 PM
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