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Special Diversified Opportunities Inc. Message Board

culleraa 53 posts  |  Last Activity: 15 hours ago Member since: Apr 27, 2005
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  • culleraa culleraa Jun 24, 2014 8:36 AM Flag

    Even the positive part is on such small numbers I would question the statistics of being significant. If it can be repeated in a 1000 + patients interesting, but considering the 2-daily routine... forget it. If one wants to draw conclusions from interims in this small study, "fact" that patients in both arms have improvement in lines and shown lack of impact on angiogenesis likely means that either squalamine has too high a mw after all... some other transport issue .. or doesn't work anyway...

  • Quite a vote: Canaccord Genuity lifts AngioDynamics (Nasdaq: ANGO) from Hold to Buy and moves its price target from $16.25 up to $20.
    Last time in April the CG target was 40c above the stock price! So this is like a 10-fold gamble? And in April they raised TP by some 70c. That call lost traders money until Thursday. This is a bit like predicting the weather with ANGO... but hey sun might shine one day.

  • One stormfront passed today and looks like another maybe:
    Quote:

    So after all the hoopla this spring, has anybody heard anything about Varithena? I met with the sales guy and it was ridiculously expensive. It seems to have disappeared.
    These BTG guys have a job still to do. Varithena is "Sotradecol from a sodastream..."

  • Reply to

    NICE

    by slumdawg2011 Jun 17, 2014 8:17 PM
    culleraa culleraa Jun 18, 2014 6:17 AM Flag

    NICE board takes a lot of convincing, so a plus. Better if it helps get the OIC indication moving in the UK...

  • culleraa by culleraa Jun 17, 2014 8:47 AM Flag

    So the Uber startup is worth 18,000 million usd? ... implying that the world's taxi service market is worth 100s of billions. Don't think so. Uber has to be about getting the right service at the right time at the right place ... and at the right price. The latter is not controlled actually by Uber or Click... but the rest are, in their respective businesses and both are middle-men. Methinks Uber is really in Click's business area - and more interestingly, Click is in the future Uber market. Eg. this Xora StreetSmart Mileage Manager ... how to know your Uber-driver is not screwing you, before you pay!
    Moshe should have thought of Uber himself, or maybe he has...

  • Reply to

    SVB is a show of faith?

    by culleraa Jun 13, 2014 4:52 PM
    culleraa culleraa Jun 16, 2014 9:35 AM Flag

    Zack wants everything, but no longer can have! Still, I think he will keep A control, B the Nasdaq listing. He will give loans and take debt as much as he can until A is in danger, only then shares... Good for others, too IF they turned a corner for a while...

  • culleraa by culleraa Jun 16, 2014 9:00 AM Flag

    EV over at BLUE will likely be way over a billion, compared to 20 m here. Their big market is the same as ours - way off in the future. Somehow I doubt gene therapy for the masses will be affordable, but this blood-oil should be!

  • Bard was slowed by a panel, maybe Medtronic won't be...Angioscore is likely to be that much later with its DEB, that this is run of the mill by then.... speeding things up.

  • Not from SVB... more like from Zack, as ARs secured to SVB is away from Zack! Well, maybe Zack can afford it, and maybe the Board thinks Zack demanded more than the going rate! Whatever, SVBs involvement is a good sign since at least they have reputation on the line...

  • culleraa by culleraa Jun 10, 2014 9:28 AM Flag

    Global companies can afford on-premise solutions... so significance may have required news, but will it be followed up with an SEC filing? IF it is a license sale it is sorely needed...

  • Far too often an FDA approval is hyped to allow for a richly-priced stock offering. Maybe this time we will not see one ... as we are told there is enough cash. That being the case, unless an insider wants to offload a load of stock there is little point in engineering a bump up. Also, the Orexo launch is said to be disappointing - bad for them, bad for hypers, but good of course for bdsi... if we have the only alternative to Suboxone film.

  • Results, top-line anyway, look to be good enough for a launch story. If even better results can, in time, be shown for a scoring balloon + laser then the purchase of Angiosculpt makes a lot of sense.

  • Reply to

    this volume

    by mtrust75 Jun 3, 2014 3:50 PM
    culleraa culleraa Jun 4, 2014 7:23 AM Flag

    TOA's R&D is in Ukraine... the eastern bit. The Kharkov area is not violent yet, but maybe TOA would be interested in a plan B! whether stockholders want to add Russia-risk to Israel risk (or offset) is another matter...

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