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CombiMatrix Corporation Message Board

bitesr 39 posts  |  Last Activity: 19 hours ago Member since: Apr 22, 2010
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  • Reply to

    MOST NEW DIAGNOSTIC TESTING

    by tommyboy1207 Apr 24, 2015 12:29 PM
    bitesr@ymail.com bitesr 19 hours ago Flag

    Yes the Supremes have been upsetting the patent applecart but the problem patent claims are the ones TBIO licensed from Dana Farber, not the content claims from those who have proprietary IVD (in vitro diagnostic) kits. It is the method claims (like Ice cold PCR and any multiplex variation thereof) that run afoul of Prometheus. But the IVD kits are not made with natural DNA sequences so they will not have problems with the Myriad decision that says genomic sequences are a product of nature, but not cDNA. It is the method claims (what you call "platform") that go nowhere because the method claims are a compilation of known steps to produce known and expected results. Read the reexaminations. This is why there are no partners only nonsensical hype from the PR folks and company.

  • Reply to

    MOST NEW DIAGNOSTIC TESTING

    by tommyboy1207 Apr 24, 2015 12:29 PM
    bitesr@ymail.com bitesr Apr 24, 2015 2:06 PM Flag

    I think you and your paid PR firm needs to understand the technology better. The proprietary (that is, patented) nature of the new IVD (in vitro diagnostics) tests are based on proprietary content. This is what real companies like TROV and others do. What fakers like TBIO do is license some male bovine excrement patents from an academic center (Dana Farber) that try to claim a basic PCR process that researchers have been doing for decades, based on known melting temperature differences, give it a catchy trade name and then pretend to have something that the world needs. Where are all those "potential partners" that have been touted for months? The industry has already tagged TBIO as a fraud, so now it has hired PR goons to try to fool and con retail investors. Good luck with that.

  • bitesr@ymail.com by bitesr Apr 22, 2015 12:03 PM Flag

    When you treat your shareholders as unsophisticated idiots, as yesterday's press release did, what do you expect to happen to your stock price? Fool me once, shame on you, fool me twice, shame on me. Hyping a meeting with the FDA that was scheduled (which the FDA is required to do) does not indicate the outcome of the meeting or any SPA type of arrangement. But putting the fact that the FDA responded to an email in a press release is idiotic to the extreme. Shareholders who understand how to run a company are fleeing. If there is a way to screw up what may be solid drug candidates, the two stooges running the CTIX asylum will find a way to screw it up.

    I'm disgusted.

  • Reply to

    TRIGGER EVENT...

    by soundsgood02 Apr 2, 2015 5:42 PM
    bitesr@ymail.com bitesr Apr 15, 2015 1:27 PM Flag

    Or they could announce the inevitable, going BK.

  • Reply to

    China, BLRX or ziop?

    by its_the_box Apr 7, 2015 3:45 AM
    bitesr@ymail.com bitesr Apr 7, 2015 8:08 PM Flag

    Perhaps so China. But ziop short is looking like a good bet for a quick $20K in 4 weeks. I didn't expect ziop to go down so far so fast. blrx is for a long term cap gain.

  • Reply to

    China, BLRX or ziop?

    by its_the_box Apr 7, 2015 3:45 AM
    bitesr@ymail.com bitesr Apr 7, 2015 6:32 PM Flag

    I'm long BLRX and short ZIOP (from 13.50). In my opinion, ziop is an over-valued dog without significant assets. The whole CAR-T thing is a scam for ZIOP (and xon) as there are too many competitors with better and more far advanced products. A me too product (that is transfected differently which is a distinction without a difference) will not get around the large number of patents in this area. Look for KITE to be the big winner (and Novartis). However, I also sold covered puts in ziop so I limited my gain unless ziop flies up in the next 1.5 weeks. Was hoping to add to my blrx position under 2 but I may not get the chance. Oh well. Good thing I bought a bunch of energy stocks.

  • Reply to

    They Want It Today.

    by silverold Mar 30, 2015 1:23 PM
    bitesr@ymail.com bitesr Mar 30, 2015 8:33 PM Flag

    Who are "They?"

  • Reply to

    Hydrogen cars

    by neiljneil Mar 23, 2015 7:25 PM
    bitesr@ymail.com bitesr Mar 30, 2015 8:27 PM Flag

    You need to do your homework some more. Who is the largest producer of hydrogen (compressed gas)? The answer is Air Products. Now you need to search how Air Products produces hydrogen gas. The answer is reduction of methane (i.e., natural gas) that also produces lots of CO2, a greenhouse gas. The carbon atom from methane has to go somewhere. Check your chemistry. UPL is a winner in the hydrogen economy, if it ever comes to pass.

  • bitesr@ymail.com bitesr Mar 20, 2015 3:41 AM Flag

    Who are They?"

  • I don't. What was done? Is the PD-L1 antibody licensed or not? I thought it was already licensed in China, which was a press release last year. Can someone explain what's going on here.

  • bitesr@ymail.com bitesr Mar 13, 2015 2:55 PM Flag

    BFD. Where are the partners? Still in Fantasyland I suppose. This is the same Dana Farber group who are the inventors of the licensed patents, still tweaking the process. Think they'll get it better eventually? Will TBIO still be around then, still waiting for all those potential partners to materialize?

    Come on herbie, you can do a better pumping than this. I want to short it again but instead the naïve retail investors are wising up and dumping this dog. I guess I'll have to short another Kirk-controlled scam company.

  • Reply to

    Diabetes outcome positive

    by fostergoodwill Mar 11, 2015 2:21 PM
    bitesr@ymail.com bitesr Mar 11, 2015 2:26 PM Flag

    I mentioned it. And if you go to the linked scientific paper, you'll see it is a scam. But you may first need decades experience in the pharma industry to recognize it.

  • Reply to

    PR: great news on DM1!

    by chinaman.nyc2003 Mar 11, 2015 7:21 AM
    bitesr@ymail.com bitesr Mar 11, 2015 2:23 PM Flag

    Yea, right, China. If you believe that press release, I have a bridge to sell you, right in lower Manhattan. I just went negative in view of that press release. Credibility is a terrible thing to waste.

  • bitesr@ymail.com by bitesr Mar 11, 2015 2:07 PM Flag

    I used to have respect for this management team, until today. I understand the financing but the stock price was over-whacked as it was poorly done. But the coup de gras was today's press release about the diabetes antibody. That was absurdly stupid. Read the referenced article. This is an academic exercise that was published much too early in the process, showing a good target for an actual therapeutic or real antibody that can be given to two-legged creatures, instead of 4-legged creatures. Here's a quote from the reference:

    "we developed an anti-mouse NKp46/Ncr1 IgG1,κ mAb (termed NCR1.15) that specifically recognizes recombinant mouse NKp46 (mNKp46) but not human NKp46 (hNKp46)."

    I'll translate: "We found an interesting research tool that has no hope of ever becoming a viable human therapeutic candidate."

    BLRX simply renamed this murine antibody with their own number but hasn't done anything. This is not a drug candidate. But it is a flashing neon sign to any company with access to a fully human antibody library to screen against hNKp46. What a dumb move by BLRX.

  • This goes much higher. Look at the comparables. All have much higher market caps and not nearly as much cash to put products through tot FDA approval. When sanity returns, this trades in the 4-5 range based on value of assets.

  • bitesr@ymail.com bitesr Mar 10, 2015 12:48 AM Flag

    You're wrong about Big Pharma. They are in a high risk, high reward business. Pharma is not a Wall Street player who is an investor. Pharma has VC off-shoots that do the investing of earlier-stage start up companies. TTPH is not a target of Pharma VC arms. Pharma is interested in risk mitigation. That is why TTPH needed to do the financing because they have to prepare to market the product. I don't have a problem with what TTPH is doing, I do have a problem with the stupidity of retail investors who think the pharma world thinks only about M&A and have the same motivations as retail investors.

  • bitesr@ymail.com bitesr Mar 9, 2015 6:14 PM Flag

    The answer is we don't know a buyout price because there are no offers. And on one is interested. Since the hiring of the bankers to sell the company, nothing has happened. Instead you have a big financing. That is not the action of a company that is about to be acquired. That is the action of a company that was not able to be acquired and needs to go forward without a partner.

  • bitesr@ymail.com bitesr Mar 8, 2015 8:13 PM Flag

    I have no inside information here. But I would not be "waiting for Big Pharma" because waiting for Pharma is akin to waiting for Godot. When in this situation, one should ignore the Wall Street and investment banker noise and focus on how to move each clinical asset forward toward approval as quickly and inexpensively as possible. This means stop the stupid press release trick as it only plays to naïve investors who believe it has meaning. It doesn't. It has been particularly stupid with CTIX, which is why I posted. CTIX needs to simply shut up and focus on clinical development. Ignore noisy shareholders and stop listening to bottom tier investment bankers. Either retain Goldman to uplist or don't bother at this time. I don't give a whit what exchange it is on, I can see the stock price when I type in the symbol. Will that change with uplisting, no. So why is this important?

    But the entire sector is on a tear and the rising tide has risen all ships, even the leaky boats. Every stock (for the most part) in this sector is going up as correlations are high. But there will likely be divergence soon when the cream will rise to the top. That's why I'm soon (not yet) going to short those players I think are fakers, and playing with hype only and don't have significant assets, in my opinion. I'm not going to short CTIX, because I like the assets but don't like management, But some of the "fakers" in my opinion are ZIOP which is sporting a $1.3Bil market cap with a bunch of hype and trying to be a me too Juno. Juno is also on my short list based on valuation and enormous risk for its assets. I don't think much of ADXS either. Yes, it's been on a tear recently and it isn't into stupid market cap territory like ZIOP, but listeria transfection for antigen presenting cells has a lot of milestones to achieve and the risk here is stratospheric, in my opinion.

  • bitesr@ymail.com bitesr Mar 5, 2015 3:57 PM Flag

    Sorry bay, I don't agree with you on AGEN. I like BLRX much more. The primary reason is that BLRX's assets are unique and address a niche market segment. AGEN looks like it has a bunch of me too oncology antibodies. Look, everyone and their mother has antibodies to CTLA4, TIM-3 and PD-1. Merck just got approval for their PD-1 antibody and was sued for patent infringement the next day by BMS enforcing the Ono patent trying to claim all PD-1 antibodies (my handicap is that Merck will win). In other words, AGEN's assets are in too crowded an oncology space, in my opinion.

  • bitesr@ymail.com bitesr Mar 5, 2015 2:36 PM Flag

    There are no suitors because this little group is off the radar. Instead all we get are stupid hyped up press releases without substantive information. Pharma scouts don't pay attention to this hype, only real data in prestigious, peer-reviewed scientific publications (not name-dropping where clinical trials are being run). It is a different universe between information flow to retail investors who live in hope and hype of massive upside benefit without paying attention to risk of failure. But the pharma world derives value based on risk mitigation, and do not "expect" positive results on anything. Pharma's live in Missouri, the "show-me" state. And the poor management of CTIX is busy crying wolf with hyped up, information lacking press releases, such that the boy who cries wolf too often gets ignored even when the real wolf appears.

    Contrast CTIX (which I own but not that much) with BLRX, another small pharma (where I have a much larger long position). Both are small pharma development companies and both are public. But the similarity ends there. BLRX management is much smarter and refrains from stupid press releases. Instead, they quietly partner up. Look at the BLRX deal with Novartis. As for my investments, I'm about a 2X in both, but BLRX stayed low for longer before it started rising in the recent life science, highly correlated run up. This recent run up in the sector is highly correlated but CTIX hasn't been participating, probably due to a lack of institutional support due to its hyped-up press releases playing to the naïve retail investor.

    Lastly, GO HAWKS!. Went to the 49ers game at the Clink in Dec. Needed ear plugs as the decibel level was so high even in the nose-bleed section where we got seats.

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