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Opko Health, Inc. Message Board

gmeabrk 77 posts  |  Last Activity: 22 hours ago Member since: Mar 19, 2012
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  • Reply to

    Never hurts to continue the validation of Luviva.

    by gmeabrk Aug 19, 2014 9:23 AM

    I'll still have a boatload of detractors. You can't please them all.

  • Reply to

    Never hurts to continue the validation of Luviva.

    by gmeabrk Aug 19, 2014 9:23 AM
    gmeabrk gmeabrk Aug 19, 2014 10:39 AM Flag

    There is something Star Trekkian about Luviva isn't there? I'm not going to be that big of a cynic about the FDA. Luviva is a pretty disruptive product and I know when they say disruptive, they mean that some toes are about to get stepped on.
    Pap smears are not a big income generator at $28 on average per. There is however a certain amount of cash flow that it has provided for a long time to a lot of entities in the pap smear pipe line. As for those real hard nosed turf defenders, how about those gynocologists that will hate the fact that they won't be getting additional Colposcopy income from those unnecessary Colposcopies? I hope that they are few in number, but I will guarantee that they are out there. I've known too many doctors.

  • The company keeps plodding along doing a lot more than anyone expected. We now await an FDA decision and I'm glad that Cartwright isn't hiding in a corner biting his nails awaiting their decision. These trials take less time than the 180 day window that the FDA has to respond to GTHP's refiling. It might be interesting to get further validation for Luviva in the meantime since Cartwright seems to be undaunted.
    As far as yesterdays sell off. I saw that as a ridiculous opportunity. Luviva has never been rejected by any panel, health ministry or any other entity aside from the FDA. If the FDA wants women to continue to experience the anxiety brought upon by the need for a biopsy where 40% of those are completely unnecessary, that's their call. As for me, I can just imagine the viral campaign that could be waged should the FDA in their infinite wisdom, deny Luviva for use as a triage device to screen out those who would have unnecessarily gone through a traumatic and painful ordeal.
    There's something about women's health issue that strike a nerve with the public and cervical cancer should be no exception. Being a man, I have no idea what it's like to have a Colposcpy, but I know what it's like to live with someone who has had a Colposcopy that turned out to be false positive. It's traumatic for the woman because she immediately thinks cancer when they ask her to go for a biopsy and the time that elapses between results only deepens that anxiety. The relief she felt in knowing she was alright paled in comparison to the anguish she felt in having to go through that needless process in the first place.

    Sentiment: Strong Buy

  • Panic selling would be in the millions. The explanation for this will probably be as simple as a large position getting out for no reason and without any significant knowledge or say in the day to day of GTHP. I will have to admit that this type of activity does whipsaw the average retail investor who thinks that the sky is falling and who succumb to their fears and sell at the low. Similar to what we have witnessed today. There may be carryover tomorrow, but who cares? At .36, this is going to move up regardless of this momentary blind siding.

  • Reply to

    just one reason why yazoo sucks

    by j10292 Aug 8, 2014 1:18 PM
    gmeabrk gmeabrk Aug 14, 2014 4:04 PM Flag

    You could have just said Marissa Meyer and that would have been enough for me. Is that you tonoos?

  • Talk about faith. 10q reports another $200,000.00 loan with a 6% interest on top of the already $150,000.00 reported last quarter. Include the $49,000.00 he spent for the purchase of open market shares and that's eventually a lot of money. I'm a person who thinks that how a person spends their own money is the truest way to determine how they really feel. I think that Cartwright truly feels his money is well invested. He's not even looking for a piece of the action.
    Cartwright's been trusted enough to spend billions while at GE and I don't think that his abilities to invest wisely were squandered solely at GE. Yes, they will have to do a money raise, but a more important fact is that we are months away from an FDA decision. if someone wants to bet against approval by the FDA at this point, that's their choice, but Cartwright seems undaunted. Just mentioning a fact that seems to have gone unnoticed.
    The only problem I've had so far is the funky financing from Magnum. The way I viewed that was that Cartwright needed to have a free hand and this was the path of least resistance to get him there. His time has proven to be incredibly valuable.
    No one can argue that in 8 short months, he's done more than was expected. Straightening out Turkey complete with reorders, getting approval in Mexico, Medical device of the year, coordinating the large study conducted by the UK and what I saw as a very deliberate and well though out FDA refiling where some actually saw the company lying to shareholders about how quick the refiling would take. Kind of a weird sentiment to have especially considering that Cartwright seems to have gone above and beyond anything I've ever seen a man of as modest a means go before. I'm sure that he could have found something else to do with his own personal $399,000.00.

  • gmeabrk gmeabrk Aug 11, 2014 9:41 AM Flag

    Since I had owned pre split, I have always had a affinity for ALQA. The recent quarter was not a disappointment by any measure. The world's getting crazier and more wounded every day so this is going to be a monster once people put 2 and 2 together.

  • gmeabrk gmeabrk Jul 2, 2014 12:55 PM Flag

    Hey Ed, just an observation. You said that you were through on this MB, but all we see is a continuation of the same and your need to get in some irrelevant last word. It's a free country and you have every right to say one thing and do another. I'm just mentioning.
    This filing couldn't go in fast enough for GTHP, provided that
    there's no question it's the best response they can put together. GC has done this rodeo before, so forgive him if he works on a schedule that doesn't comport with yours or the FDA's . You remember them? They're the other 800 pound Gorilla involved in this filing.

  • gmeabrk gmeabrk Jul 1, 2014 1:25 PM Flag

    Ed, Any delay in filing is not as a result of GTHP dawdling. It takes two to tango, and there are repeated clarifications happening all the time between GTHP and the FDA. GTHP wants a response ASAP but they also want clarity in their response and the FDA will work at its own pace. I expect a filing within the next 2 weeks at which time, the clock in you head can tick off 180 days to either a nice Christmas present, or a good start to a new year.
    Let GTHP continue to receive validations in the mean time. Eventually, everything that we discuss will be academic because Luviva has paid the piper in getting to where they're near the finish line.

  • gmeabrk gmeabrk Jun 28, 2014 12:31 PM Flag

    It's not me who doesn't see upside, it's management. Not being able to tell us a drop dead date that they can envision delivering isn't the greatest "ATTA BOY" inspirer. This stock still may have some trades left in it, but I see the Asians just plodding along making stuff, where stuff changes so quickly, it makes your head spin. All I know is that any product that they do deliver will be looked at with a nanometer toothed comb. That costs time and money.

  • Now I see a bedraggled company that's trying to find its direction. Most speculation doesn't work out and why should UNXL be any different? If anything, at least last year there was a time when they had everyone believing that they'd do it on their own. I still get a kick out of that one.

  • Reply to

    #$%$

    by ted.night Jun 27, 2014 11:20 AM
    gmeabrk gmeabrk Jun 27, 2014 5:48 PM Flag

    What if those old employees contacted Barton? This is now about freedom. Maybe he's a nice guy and they want to work for him and last I checked, indentured servitude was outlawed along with slavery. Maybe Convatec stinks to work for.
    If this isn't a patent infringement, load em up....................

  • Reply to

    49 cents - Dr Hart + Late Filing?

    by edfiggy Jun 27, 2014 1:53 PM
    gmeabrk gmeabrk Jun 27, 2014 3:23 PM Flag

    Ed, our problem has always been that some of your complaints were just for complaints sake. For good or bad, GTHP does not have a large following at this point because they have disappointed in the past (emphasis on past). A lot of retail shareholders or even those considering being one, do not have fountains of relevant, timely information about GTHP. I hate to admit that even screeds on a Yahoo MB like yours can impact someones buying decisions to not even bother looking at GTHP since there are a lot of other companies out there.
    My thoughts have always been to accentuate the fact that GTHP is a classic turnaround situation, with a CEO that seems completely overqualified for the humble task of running a micro cap diagnostic company. If you start with a premise like that as opposed to discussing things that are not of Cartwright's making or doing, you'd have a lot more supporters on this MB.
    They've done a lot in the past 6 months. Cartwright straightened out Turkey to the point where they are billing 3 million to them in machines and disposables over the next 18 months. Nigeria, North Africa, Mexico and who knows where else.
    Considering that Luviva could have qualified as the most innovative diagnostic product of 2013 since it was for all practical purposes in use last year, let me even sight the coincidence of Cartwright's selection as CEO as maybe helping get Luviva in contention. Who Knows?
    Do you think that study out of the U.K. attesting to the 100% efficacy in detecting false positives grew on a tree? That studies genesis happened over a chance meeting in Canada that Cartwright had with a distributor and an influential doctor who cares about women and whose opinion obviously carried a lot of weight since the study was commissioned, completed and the data released.
    As far as response to the FDA, do not rush it. That's what got the company in the predicament that I again have to remind you, Cartwright didn't cause.

  • Reply to

    This message board has gotten psychotic.

    by gmeabrk Jun 27, 2014 8:38 AM
    gmeabrk gmeabrk Jun 27, 2014 9:21 AM Flag

    So let me get this straight? If I post incessantly about UNXL, I'm a paid hack, and when I post infrequently, only prompted by events like that CC, I'm suspect? I am assuming that whatever formal education you do possess, you never once considered taking a logic course ?

  • Reply to

    This message board has gotten psychotic.

    by gmeabrk Jun 27, 2014 8:38 AM
    gmeabrk gmeabrk Jun 27, 2014 8:55 AM Flag

    No this isn't Kenny, he can speak for himself. I've seen this play before.

  • gmeabrk gmeabrk Jun 27, 2014 8:45 AM Flag

    I guess you forgot to specify the time zone?

  • Reply to

    This message board has gotten psychotic.

    by gmeabrk Jun 27, 2014 8:38 AM
    gmeabrk gmeabrk Jun 27, 2014 8:44 AM Flag

    No one wanted to believe in UNXL more than me. I go back to the run up to $40 where on the way back down I sold every share. I have bought and sold since and most of those experiences have been busts. If there were faith that they can produce and sell in volume with a clear picture about margins and production, the stock would be doing much better.

  • The SA article makes some salient points. The CEO is no doubt doing his best, but there's no one who can answer any questions about the cost to produce, the margins they make or how much have they had to give away to get to this point? There's no clear guidance about when it will be made commercially available and "what if" some Asian company does a technology leapfrog in the meantime?
    I expect the stock to take a beating because a lot of the questions raised by the author, haven't been answered. Remember this stock when you think with such a huge short interest, how can you not get a short squeeze? Shorts risk more and I'll take their % of being right over longs any day.
    What's the opposite of a short squeeze? Is it a long shunning? Well that's what I expect, a long shunning.

  • Reply to

    Hart sold 12,500 shares on 6/24/14

    by trackergdj Jun 26, 2014 3:33 PM
    gmeabrk gmeabrk Jun 26, 2014 3:54 PM Flag

    For his own personal reasons. It is his property isn't it? He does have t he right to sell it right? I'm not crazy about the mixed signals with Cartwright's buy, but I'm sure Hart has his reasons and I'd pay more mind to Cartwright's purchases than Hart's selling.

  • Reply to

    FDA?

    by edfiggy Jun 26, 2014 9:26 AM
    gmeabrk gmeabrk Jun 26, 2014 2:33 PM Flag

    ED, I just wanted to warn you that you might be responding to your own posts just a tad too much lately. It's like this Message Board is your secret Genie in the bottle and if you rub enough people the wrong way, your wish will come true.

OPK
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