I just took a quick look at APTS. It is interesting except as a general rule, I don't like externally managed REITs because of the conflicts of interest. I make an exception with IRT because it is easy to own both the REIT and the manager, RAS. Plus RAS has a significant number of IRT shares, so their interests are more likely to align with IRT shareholders.
If BB were scared by a little volatility in biopharmas, they would be working jobs at WalMart by now. If anything, they are buying a lot more. They liked it at .68. It's still the same company, so they probably really like it at .56.
I'm not too excited about the vacancy numbers. Some of the complexes in the 80%s. Did they talk about that at all? I would rather see lower rents and higher occupancy.
Fair enough. But the body of evidence has to start somewhere. Keep it in mind if you have a tough case that isn't getting better. It's worth a try from what I have seen.
What kind of doctor are you? If you have any tough eczema or other rash type cases, I'm sure the True Lipids people would love to have you give their products a try so you can see for yourself. I'm pretty sure they are giving free samples out to doctors. Call them and let us know how it goes.
I wouldn't exactly call it a miracle cure except maybe in some cases like the lady with the lupus. It is more like a part of a system for treating eczema that is very effective. There are a lot of things people can do to reduce eczema in addition to putting topicals over it. If they follow they system correctly, they are far more likely to have success. Having a doctor involved to educate and follow up would be very good. Most people, as you know, just want a magic pill that requires no work on their part.
I don't know the active ingredients off the top of my head. I know there are patents pending. A big part of the strategy is keeping the right ph balance. Some ingredients are naturally anti-inflammatory and anti-bacterial, just like natural skin oils are. Sounds too simple, but it hasn't been done before and it works. I know the dermatologist first started developing the product because there is nothing satisfactory out there as far as skin care products to treat eczema. And even the high end moisturizers have some hypoallergenic ingredients and the wrong ph. So she developed the True Lipids after a lot of research. Gave it to various patients to try out and had results better than they were expecting. Some were shockingly good. As far as studies, I don't know a lot of what has been done there. I know they did patch testing on couple hundred people for allergic reactions and had none. The combination of ingredients seems to make the steroids far more effective than they otherwise would be in small doses. That seems to be why the lupus patient had such good results even though she had previously tried powerful steroids without success. ANAC's product may actually be a good combo with a True Lipids ointment on top. That would be a very interesting study.
I think you had another post, but it seems to have disappeared. Sorry if you had a specific question there.
All you had to do was watch the chart today to know this was coming. The people with insider info showed us. That's okay. Last issue was a great buying opportunity.
White petrolatum is certainly not the active ingredient in True Lipids. And they do have a steroid cream. My daughter had numular dermatitis and white petrolatum did nothing for her. Neither did anything else we tried. A few days of the True Lipids ointment (no steroids) and it was almost gone. After about 10 days, it was completely gone. I mean soft, smooth baby skin again. I have also seen a lady with systemic lupus and a nasty rash over most of her body. She had been from doctor to doctor trying to treat the rash. Nothing worked until True Lipids. In a couple weeks it was like she had new skin. It was really quite astounding. I don't know, but I doubt ANAC's product could have helped her like that. I only bring it up because I am near where True Lipids is based and I know some of the people running it, so I know several people using it with similar successful results after other stuff failed them. I really believe ANAC is going to have trouble selling as much as they thought at $300 a tube. But it will be prescription, so that will help since True Lipids is OTC and small, so far.
I have also always wondered why MSFT has spent billions and billions competing against AAPL and GOOG when they could have just put a fraction of the money into buying up their stock when it was cheap. If you know what I am saying.
I also wonder if the atopic dermatitis might be more vulnerable to competition than they think. There is a very good new product called True Lipids that I have seen work on people who have tried everything their doctors could think of. And it is over-the-counter. If many of the types of cases ANAC is targeting can be resolved with a new OTC product like True Lipids, I'm sure there is still a market for ANAC's, but I'm guessing it will be maybe 50%-70% smaller. Really, ANAC should just go buy them for pocket change.
I think there is a very good chance that we will wake up one day and this will be bought out. But I don't think it will have anything to do with beaches and yachts.
What!!? They rented a building? Sell sell sell.
It looks like people with special privileges knew an 8-k was coming out and assumed the worst.