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Kodiak Oil & Gas Corp Message Board

dhdhoora 84 posts  |  Last Activity: Mar 27, 2015 10:39 AM Member since: Feb 28, 2006
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  • Reply to

    New script numbers

    by tshn95 Mar 27, 2015 9:09 AM
    dhdhoora dhdhoora Mar 27, 2015 10:39 AM Flag

    jeremy.. Spot on. The company has highlighted three strategies for attacking the CKD market. Newbies are the 'low hanging fruit', followed by those that have difficulty with other phosphate binders; and lastly fighting existing phosphate binder users without problems. Very little energy will be used in going after that third tranche. Auryxia wins the market simply by getting new CKD patients and teaching the dialysis centers the economic benefit of lowering IV iron in their bundle...

    ATVB,
    Don

    Sentiment: Strong Buy

  • Reply to

    Missing the boat, putting $ in wrong basket

    by mkiss777777 Mar 26, 2015 6:06 PM
    dhdhoora dhdhoora Mar 26, 2015 7:36 PM Flag

    novacane-- sorry about your bad tooth... it must be affecting your investment decision making...

    Anyway, as pointed out Triferic is not a phosphate binder -- but it might be a decent way of administering IV iron. Of course Auryxia will reduce or eliminate the need for IV iron in many patients. So, it would seem that your investments are working against each other. At the very least, you might want to consider holding equal positions in both names -- that way you'll greatly reduce your risk.

    But, importantly, you must ask yourself why may very decent investment houses have a 'buy' rating on Keryx -- many within the past few weeks. If you listen to the Keryx presentations, you will understand that the company has attracted major talent that has deep experience in commercialization of drugs in the renal space. These guys would not have risked their reputation in joining the company if they believed the that Auryxia was not going to be successful. And, the analysts would not be so solidly behind the company if they didn't know what they were doing. Some maybe, but not ten major firms...

    ATVB,
    Don

    Sentiment: Strong Buy

  • Reply to

    Shorties out in force again today...

    by tina_bridgett50 Mar 25, 2015 12:11 PM
    dhdhoora dhdhoora Mar 25, 2015 1:10 PM Flag

    tina_b...

    Good move on the LONG. This does look like a decent time to accumulate. I'm not a trader or traitor but it sure looks like the fun is over for today. Shorts had fun flushing this down from for the past 3 daze... but right now, there simply is no buying or selling interest in the stock. Algos have placed 100 share lots trigger points on the bid/ask chain (that's how those computers work...) but certainly no more selling pressure. Everyone is waiting for the 'binary' news we should be receiving in the next few weeks -- or at least tomorrow before the fun resumes...

    ATVB,
    Don

  • Reply to

    The Stock is Stuck

    by hanovk Mar 24, 2015 9:45 AM
    dhdhoora dhdhoora Mar 24, 2015 11:56 AM Flag

    messin... Nice recap and call for patience. I've been with $ATRS for about 3 years and like many longs have been deeply disappointed with the events that you mentioned. That said, there are enough potential catalysts to stick around through the end of the year. At that time, I will bail and take my tax loss if the catalysts do not materialize and remind myself that Wooten-type pumpers need to be viewed skeptically until proven otherwise.

    All the very best,
    Don

  • Reply to

    User Reviews & Ratings - Otrexup subcutaneous

    by matarburros Mar 23, 2015 10:37 AM
    dhdhoora dhdhoora Mar 23, 2015 8:20 PM Flag

    Thanks for calling this to our attention. In looking at the reviews, I'm skeptical simply because all of the reviews are "5 stars" for effectiveness, ease-of-use, and satisfaction. Too good to be true. I suspect that they have been posted by company friends, personnel, or shareholders. Looks like a pump to me...

    ATVB,
    Don

  • dhdhoora dhdhoora Mar 23, 2015 7:45 PM Flag

    Mr. Riley has stated on several occasions that he is waiting for Trimesta MRI readout and Trimesta P2 Cognition top line until he makes a partner deal. In addition, we all know that last week Mr. Market pumped $10B into $BIIB's MC one day after the release of their Alzheimer P1 data -- not wildly better than secondary end points on Trimesta P2 MS study. So, I disagree with any theory that Riley and company are trying to hold the SP of $SYN down through a #$%$ release on Trimesta MS P2 or otherwise. Mr. Riley has been working the circuits hard pumping $SYN -- heck we were voted the "Most Professional Commercial Company" at the big Bio conference a couple of months ago. He's not wanting to hold the MC cap down on the company -- just the opposite. Yet the market meets us with a yawn..

    ATVB,
    don

  • dhdhoora by dhdhoora Mar 22, 2015 9:30 PM Flag

    All --the discussion on the "Confidence in SyN-004 gaining FDA Approval Is Rapidly Approaching" is simply one of the best threads that I have read! Special thanks to stock_lurker, Liz.cabbage, don_quixote123456, apollo1452, Arbubagu77 and others... But I wanted to start a new topic because the good discussion is getting lost way down the thread...

    Agubagu77 -- you raised the issue with a Ipsat P2b study from 2007 that seemed to be exactly like the SYN-004 P2a/b. When looking at the Ipsat test, the market obviously was not impressed and eventually the company went out of business even though the results were very good. Ipsat seemed to indicate that they could neutralize beta-lactam antiobiotics in the GI and thereby reduce the chance that c.diff could to its thing -- precisely what SYN-004 is claiming. This really concerns me as I cannot understand why the market did not respond to the Ipsat results and now why the market is not all over the Synergy because of SYN_004 results and progress. Certainly Riley has spread the word, but like IPSAT, the market, up to this point, seems to shrug off this opportunity. The potential clinical value is beyond good and the economic benefit is amazing. What are we missing?

    ATVB,

  • dhdhoora dhdhoora Mar 22, 2015 3:52 PM Flag

    All -- this is simply one of the best threads that I have read! Thank you! Agubagu77 -- you raised the issue with the Ipsat P2b study that seemed to be exactly like SYN-004 proposed 2a/b. (I tried to post a new topic on this but got dissed by Y H. Anyway, when looking at the test, the market obviously was not impressed and eventually the company went out of business. This really concerns me as I cannot understand why the market would not be all over the Synergy because of this. Certainly Riley has spread the word, but like IPSAT, the market seems to shrug on this? What are we missing? There is not that much risk with she SP wallowing where it is...
    ATVB,
    Don

  • Reply to

    SYN 004 revenue potential

    by mdr0418 Mar 19, 2015 2:11 PM
    dhdhoora dhdhoora Mar 19, 2015 4:25 PM Flag

    Remember that we're only talking about beta-lactam IVs -- which I understand to be approx 1/3 of all IVs antibiotics given. So, if SYN cooks up drugs against the other IVs -- hmmm...

    FWIW -- Scientific American last month ran about 30 pages on the microbiome. We ain't seen anything yet!!!

    ATVB,
    Don

  • Reply to

    Trimesta - Cognition

    by dhdhoora Mar 19, 2015 10:24 AM
    dhdhoora dhdhoora Mar 19, 2015 2:27 PM Flag

    tina_bridgett50...
    I'm familiar with your story and I wish you all the best as you continue with your recovery. Your testimony has been very influential with my getting solidly behind $SYN.

    The point of my post, however, was not to pump $BIIB. Sorry if it came out that way. What ticks me off is that the market continues to ignore Trimesta and Synthetic in spite of having a great story to tell with potentially amazing drugs and opportunities. That said, I've listed to most every presentation from Synthetic, read every report, most posts and really tried to stay on top of the company -- because I have my largest investment in $SYN of all of the 36 companies in my portfolio. Although I have a lot of confidence in Mr. Riley and the team, I do believe that they undersell Trimesta. The work is not be done in their lab -- it is an orphan to them. They will get a good deal on a partnership, but not where it might have been if they were/are on their 'A' game with the drug. They botched the P2 release and let AF run them out of the park. Shame.

    Of course, MRI data and P2 cognition results could hopefully change the game. We believe this. Why don't all of the biotech wonks whose jobs it is to scout our opportunities like Trimesa and Synthetic?

    ATVB,
    Don

  • Reply to

    Should be a great show

    by double_oo8 Mar 17, 2015 6:13 PM
    dhdhoora dhdhoora Mar 19, 2015 12:28 PM Flag

    cl... Do you really believe that F1000 customers are going to plunk all of their communications infrastructure into the hands of a small cap company like 8x8? I've been with the name for over 5 years, but it seems to me that the company is kidding themselves in thinking that they are going to be successful this far up-market. This is not questioning the technology -- just the reality that big players rarely would trust their business to a small fry like 8x8.

    Actually, I find today's announcement about better integration with CRM a lot more important...

    ATVB,
    Don

  • All:

    I don't want to take away from the great news on the SYN-004 PK release but...

    Last night on CNBC Fast Money there was a segment on Alzheimers and data being released from a P1 study by Biogen Idec ($BIIB). (The segment was made a their biotech reporter -- not the wags on the FM panel.) They reporter made the statement that this was possibly the "most anticipated biotech event of the year". (Quote is right -- I have all biz shows on DRV...) Anyway, Biogen is geeked about getting a 20% to 30% cognitive improvement along with getting rid of the plaques the gum up the brain and mess up the cognitive function of old guys like me. They are so geeked that they are considering going directly to a P3 skipping a couple of years of clinical wanderings. Reporter also indicated that $BIIB could jump as much as 15% or drop as much as 20% -- depending on the news... I'm not a trader so I don't care about that. But it shows how big the market thinks this opportunity is -- probably a $10B to $15B market -- Harvoni class numbers. Also mentioned were chump change outfits like Lilly, Roche, and Merck.

    What is driving me CRAZY is 'why aren't we even getting any kind of recognition for the P2 Trimesta cognition study?" Dr. V has reported similar improvement in cognitive function with a small study like the Biogen study. I know these companies and others are spending billions on this area -- surely they have been at the conferences, seen the poster presentations etc. Why no belief in Trimesta for cognition? ARE we just the only ones drinking the cool aid?

    All the very best,
    Don

  • dhdhoora dhdhoora Mar 17, 2015 6:29 PM Flag

    Ladies and gentlemen...

    We have an official 'breakout' ! The doldrums are over and it's time to hop on board for a nice ride to $12/sh!

    All aboard, and no, I'm not a pumper or basher. This stock has sucked for some time now but appears to be leaving the downtrend of the last 5 months. Still very speculative, but the market seems to be OK with its progress.

    ATVB,
    Don

  • dhdhoora dhdhoora Mar 16, 2015 8:51 PM Flag

    Ykes -- I had just begun looking at Kolbert on TipRanks -- I read some of his earlier comments and blogs on Synthetic and they seemed to be on target. But to somehow now put the sideline SYN-010 into the spotlight, down grade Trimesta without any additional factual informaiton, and ignore SYN-0004 and SYN-010 is beyond belief. Wow was I wrong about this guy... Thanks m.vangall... Someone needs to get to Maxim...

    ATVB,
    Don

  • Reply to

    Going down fast

    by chrisdawe203 Mar 16, 2015 3:30 PM
    dhdhoora dhdhoora Mar 16, 2015 5:47 PM Flag

    DQ -- hey -- I'm the other 'Don' hanging around here and very long and strong $SYN. Appreciate your enthusiasm on $SYN...

    Today was classic short attack and sell on the news and yes, how could anyone be so foolish (technical trader or investor) to use trailing stops in a stock like $SYN? Nothing has changed -- you either believe the story or you don't. People can make a lot of money trading but statistics say that traders will fail over the long haul -- of course exceptions for being extremely lucky or a lot smarter than the rest of us. Charting schemes work until they don't.... The worst mistakes I have made in 40 years of investing is almost always selling too soon. Timing a sale is a zillion times harder than deciding to buy. I'm afraid that too many investors with stops and weak hands simply play into the volatility. Taking a deep breath, we're simply back to where we were a week ago... Not the end of the world. When Trimesta partner or P2 topline for SYN-004 are announced, $SYN will jump at least 50% and those trading may be left on the sidelines... We'll be looking at $5 to $6 by EOY and traders will have a tough time beating the LTBH folks... But, that's what makes a market...

    All the very best (ATVB)
    Don

    Sentiment: Strong Buy

  • dhdhoora dhdhoora Mar 16, 2015 11:02 AM Flag

    Hey, Riley was definitely under the weather and said as much. IMHO, he remains very positive -- especially if you listen to the other investor presentations. I'm more worried about Riley overselling than 'needing a pep pill'. Only new news on the CC was some color on Synthetic possibly going it alone on commercialization of Syn-004 and Sun-010. We just have to be patient...

    ATVB,
    Don

  • Reply to

    cant remember ever a small biotech

    by barc37000 Mar 16, 2015 9:37 AM
    dhdhoora dhdhoora Mar 16, 2015 10:21 AM Flag

    Uh, a bit too early on your 'surprising to the upside' call... but I agree, why would anyone hold a small/clinical stage biotech and worry about earnings? Talk to me about cash and the clinical pipeline -- not 'earnings'... Most of these reports are silly computer-generated posts anyway. Lot's of sell the news today -- but SP will recover over the next week or so.

    ATVB,
    Don

  • Reply to

    Hey Great Questions from that Second Guy

    by gizmo_puppy95 Mar 16, 2015 9:15 AM
    dhdhoora dhdhoora Mar 16, 2015 9:42 AM Flag

    Agreed. But the sad part was that there was only 1 (one), uno, questions from 'analysts'. Yes, Mr. Riley and company have done a great job hitting the investor circuits, but why is there so little interest? One piece of color from questions from the Second Guy was helpful when Jeff indicated that they were probably going to do their own commercialization of SYN-004 and SN-010. Kind of bold statement considering commercialization is probably 2 years out of SYN-004 and 3+ years for SYN-010. But why so little interest when there are seemingly 3 potential blockbuster drugs in the clinic? Are we all drinking too much of the cool aid?

    ATVB,
    Don

  • Reply to

    CFO retires

    by davidc334 Mar 12, 2015 4:08 PM
    dhdhoora dhdhoora Mar 13, 2015 11:49 AM Flag

    All:
    This was not a friendly 'retirement' IMHO:
    1) There was no mention of this during the CC. This would have been a time for CFO and CEO to say nice things about each other;
    2) The press release had the minimal language complementing 'retiring' CFO;
    3) There is an underling thrust into the position for a short period of time -- not the usual transition strategy.

    I'm wondering about the new CFO:
    1) Coming from Fflowserve -- a company higher up the food chain than $CBI;
    2) CFO was appointed to Flowserve in January 2012 -- very short tenure. But there seems to be nice things said about him on his resignation PR.
    3) Flowserve is under investigation for bribery deals overseas. Someone had to handle the money if the allegation is true...

    So, glass half full or half empty on the new guy. $CBI might have offered him a bundle to jump ship. But obviously the 'retiring' CFO got the boot...
    ATVB
    Don

  • Reply to

    Love the way its consolidating ....

    by mikekov2003 Mar 12, 2015 9:56 AM
    dhdhoora dhdhoora Mar 12, 2015 12:42 PM Flag

    IMHO, we're not going to see the low $40s again unless the market hissy-fits. Steady, gradual upward climb as it shakes off the 'thrown out with the oil-slicked bathwater'...

    ATVB,
    Don

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