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Berkshire Hathaway Inc. Message Board

baltbear 5057 posts  |  Last Activity: Jul 28, 2015 6:55 PM Member since: Apr 8, 2011
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  • Reply to

    Btx can still go lower

    by baltbearfinance Jul 24, 2015 4:10 PM
    baltbear@ymail.com baltbear Jul 28, 2015 6:55 PM Flag

    nnrpro48,
    "The retail investor has very little to do with this company. " False. Retail road kill is the raw material for one of BTX's two successful products: Hextend and T-shares.
    Retail cannon fodder is what keeps the price above 14X sales--- thereby keeping this dog listed .

  • Reply to

    15% dilution

    by nnrpro48 Jul 20, 2015 1:57 PM
    baltbear@ymail.com baltbear Jul 23, 2015 5:39 PM Flag

    nnrpppro48,
    "They do certainly need to do a little more PR at least" Uh...what else besides PR DO they do??
    Oh....get welfare checks to retiring out fellow travelers in the corspsicle cult.... and sell T-shares.
    BTX does appear to be working hard toi get another couple of generics onto the mkt, which may, after 20 years, bring in revs almost equal to the cost of development.

  • Reply to

    15% dilution

    by nnrpro48 Jul 20, 2015 1:57 PM
    baltbear@ymail.com baltbear Jul 22, 2015 6:35 PM Flag

    nnrpro48,
    Most of the recent pump was so that BTX could dilute & borrow/dilute another $100 million worth. Check the filings for an S3 around January.
    As usual, retail cannon fodder got successfully sucked in.
    And, as usual, all the "longs" here shut up as soon as they got out, leaving a new class of newbies to drop out or become cult members.

  • Reply to

    Biotime updates its Website- Looks Good!

    by futurequestnow Jun 25, 2015 2:25 PM
    baltbear@ymail.com baltbear Jun 29, 2015 6:28 PM Flag

    realtruf,
    Yeah, If websites were revenues BTX might make it. As it is, the review of the new website on the tape seems to indicate that no, revenues are revenues, and selling T-stock is not a great business model---at least not for the retail road kill who keep falling for this thing.

  • Reply to

    A plan that you don't know about

    by zitantobe Jun 12, 2015 1:54 PM
    baltbear@ymail.com baltbear Jun 12, 2015 6:05 PM Flag

    " that company is letting the pricing go low to absorb all the hot cash" is total and compleat nonsense and boiler room smoke. Not long after BTX promised to sell $100mm in T-stock and bonds, it began pumping the price by any means possible to get the least dilution for insiders and cronies.
    And, as usual, retail cannon fodder paid for it all.

  • Reply to

    Pharma Working It Down For Cheaper Buyout

    by rodney.strongg Jun 5, 2015 2:28 PM
    baltbear@ymail.com baltbear Jun 9, 2015 6:26 PM Flag

    icono,
    " So far, one patient in 3 months." Uhuh. And it will remain so. As GERN started realising they were not going to get anywhere with Mikey's thinking, the first excuse they had was "Airbags work too well."
    The entirety of the "good news" in the first trial was that nothing happened at all, and therefore nothing went wrong.
    On that basis, double the dose and relocated the injection point superior on the axis---which only scored 71 on the CIRM scale for utility as anything other than a real-estate subsidy to BTX's landlords.

  • Reply to

    West presentation Wednesday

    by ipstissueface Jun 1, 2015 5:50 PM
    baltbear@ymail.com baltbear Jun 2, 2015 6:19 PM Flag

    aa112233,
    Whoa. I have never stated that BTX was all smoke and mirrors---only that the PRICE is.
    And that is "why" the cronies talk people into buying the rumour--so they can sell the news.
    The "big news" right now is that Mikey is going to a dog&pony show to convince brokers working on commission to try to push their retail cannon fodder into buying--so that BTX can keep raising the $100mm it promised to raise with the least dilution..... Not one word will be said towards any actual gross revs above G&A.
    Go look and see what BTX itself says about its book value--and then decide if their estimate of the value of the patent estate is over-inflated--- my point of view---or if they are hiding the actual i/p value--which is the only thing that justifies going long over $2.

  • Reply to

    Shorts has to knock it back down

    by jjmill2 May 25, 2015 8:45 PM
    baltbear@ymail.com baltbear May 29, 2015 6:55 PM Flag

    jmil2,
    " It's going to make me some big bucks along the way." Given your entry @ ~ 4 3/8 back some time ago, it so far has done seriously worse than one of Bogle's S&P index funds.
    And, thesis--shmesis.... 200 high school level words on how this dog gets to $1k gross over COG anyime in the next 4 years.....u ain;t done it, and neither has any other "long.".

  • Reply to

    Collapse

    by drwestclown May 21, 2015 11:04 AM
    baltbear@ymail.com baltbear May 26, 2015 5:51 PM Flag

    clown,
    Nope There are bigger charlatan in the field--but Mikey did make the AllStar team at first string destroy mkt cap.

  • Reply to

    Shorts has to knock it back down

    by jjmill2 May 25, 2015 8:45 PM
    baltbear@ymail.com baltbear May 26, 2015 5:37 PM Flag

    jmil2,
    As an excellent indicator of the failure to make a case for a "long" position, this post stands out. Nobody getting a margin call has fire power to knock anything anywhere.

  • Reply to

    Collapse

    by drwestclown May 21, 2015 11:04 AM
    baltbear@ymail.com baltbear May 22, 2015 7:38 PM Flag

    clown,
    You're half right. The human capital is on the books at wayyy over its actual productive worth. But it all makes a great chew toy for MMs, Specialists, insiders and cronies--with the only cost being to the retail cannon fodder who fall for all the hype.

  • Reply to

    Collapse

    by drwestclown May 21, 2015 11:04 AM
    baltbear@ymail.com baltbear May 22, 2015 7:36 PM Flag

    icono,
    "OPC trial for paralysis look promising. "..as a real estate subsidy, yes. That's wha most CIRM $$ do---support the biotech real estate sector.
    The AST application to CIRM scored 72 out of a 100 as havng any benefit at all. It repeats a "failed" experiment (tha proved the injections didn't mess up anything--but did no gadd at all) with twice the dosage, and higher up the spine as a Hail Mary take on the issue.

  • Reply to

    Collapse

    by drwestclown May 21, 2015 11:04 AM
    baltbear@ymail.com baltbear May 22, 2015 6:41 PM Flag

    clown,
    Success??? You sounds like a "long." Note what I phrikking said: " that none of it can genedrate revs over COG any time in the next 5 years."
    The essential problem here is the retail road kill confusing the "science" with the common stock. Thyere is no connectifon. To the degree there ever can be, AK, Neal, Garfies and Mikey have made dang sure it will not filter down to "buy&hold"--only be captured by traders on both sides the clear.

  • Reply to

    Collapse

    by drwestclown May 21, 2015 11:04 AM
    baltbear@ymail.com baltbear May 21, 2015 7:20 PM Flag

    clown,
    Nope. BTX has lots of stuff. The issue--which longs demand be ignored--is that none of it can genedrate revs over COG any time in the next 5 years. By which point necessary dilution to cover the burn will lead to negative returns for anyone with a basis over 2.

  • baltbear@ymail.com baltbear May 20, 2015 5:51 PM Flag

    clown,
    I disagree: it's a college level science project. However, there's nothing there that can get FDA approved for anything in the next two years; and even less that can generate net revs over the expended costs. Thus, more dilution to come.

  • Reply to

    maybe we should stop announcing positive news

    by jetpro3 May 19, 2015 4:15 PM
    baltbear@ymail.com baltbear May 20, 2015 5:48 PM Flag

    jetpro,
    The error in your analysis is thinking "they think." If they did they'd have something to say about how any of this dog's claims convert to gross revs.

  • Reply to

    BTX Value

    by short_buster May 15, 2015 4:16 PM
    baltbear@ymail.com baltbear May 18, 2015 6:30 PM Flag

    dontmindthat you are a lying illiterate---
    Note the word "funds"---which any 5th grader would note means baskets of positions determined by somebody else..
    So, which is it? Are you stupid--or just a lying piece of #$%$ showing new readers hear that the "long" poistion is pure garbage?
    Since AK made it a point to get this dog onto the ^rua and ^rut, there are a number of trades one can make that might affect this dog--even while working to avoid its inflated mkt cap like the virus that it is.

  • Reply to

    Gate keeper to future therapies

    by ipstissueface May 16, 2015 4:27 PM
    baltbear@ymail.com baltbear May 16, 2015 6:27 PM Flag

    ips,
    Or demonstrate the the general mkt that BTX's products are obsolete, me-too generics.

  • Reply to

    BTX Value

    by short_buster May 15, 2015 4:16 PM
    baltbear@ymail.com baltbear May 16, 2015 6:25 PM Flag

    scumliar,
    There's $50,000 waiting for anyone who can back up the claim that I have ever shorted this dog, told clients to, or retained clients who had in any possible fashion beyond writing calls on funds that held this dog.
    So there, lying gameboy--if you believe a word of your own drivel, cash in.
    Otherwise, just keep showing new arrivals that the "long" view on this dog consists of nothing but hype.

  • Reply to

    BTX Value

    by short_buster May 15, 2015 4:16 PM
    baltbear@ymail.com baltbear May 15, 2015 7:04 PM Flag

    jetpro,
    " the verge of medical breakthroughs," has nothing at all to do with the verge of no more dilution, and even less to do with the verge of a penny a share gross vrevs--which would still be a dilution inducing burn rate.

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