Besides, Grey you undermine what's left of your credibility (it ain't much) by taking up with that certifiable whack job (100% OBVIOUS TO ALL)...
Actually BOTH EPO AND PROCRIT have had fatalities across the entire life-cycle of use...Some hyper-reactions like Omontys but mostly cardio-vascular complications resulting in death...So given your argument they too should be pulled...and ALL OF THE HUNDREDS OF DRUGS THAT ARE ON THE MARKET THAT HAVE HAD FATALITIES SHOULD BE PULLED AS WELL...Less than 2 weeks ago Acetaminephen was cited for 94 FATALITIES due to drug reaction (it's easy to access just google news Acetaminephen Fatalities)...AND those 94 joined a much larger list from liver and cardio-vascular related deaths.
The PEOPLE WHO ARE EXPLOITING THESE FATALITIES are YOU GUYS who just keep trying to destroy Affymax by recycling your DEATH-DEATH-DEATH comments as if Takeda and Affymax committed the HOLOCAUST...NOT!!! And it was most likely HUMAN ERROR by Fresenius Personnel...and you have to know that too....EXPLOITING THESE FATALITIES falls on THE SHORT SIDE HERE IN ALMOST EVERY CONCEIVABLE WAY !!!
I actually agree with what you said in many cases...Just NOT this one. Once it is demonstrated that Fresenius had human error (which I believe will be the determination and that is an opinion AND YOU CAN'T PROVIDE ANYTHING OTHER THAN AN OPINION AS WELL), people may sue all parties, and it would cost AFFY money under such circumstances...BUT BY THEN AFFY WILL BE TAKEDA and thus your point really is quite irrelevant!!!
PS...I may not be a lawyer (THANK GOD) but one does not do what I have done over 3 decades and not learn a lot about the law...I had several of you guys working for me!!!
I've heard too much about how difficult (multiple re-writes) blogs like Seeking Alpha make things for authors, but thanks for the thought :-) I thought EXP did a great job with the last article. PS. I know Brenner by rep (they did a fair amount of work with GS clients) and had an excellent reputation...But I believe that very little of their business is actually Bankruptcy work which is almost always done by attorneys...though they probably do provide support services in those cases.
No problem...In some ways Affy is a very simple scenario...Omontys returned to Market...Shareholders make out huge!!! In other respects it is also a complicated story with many moving parts and participants...and some pieces of the puzzle not on the table (which is what I have been "solving for")... But I have certainly put my own $$$ where my analysis is on AFFY !!! LONG, STRONG, HOLDING and buying on any dips...Though I really think we're at a solid support level at about $1.60...As shorts cover price will go up UNTIL NEWS !!!
Some kinds of investigations could take years, but Takeda is dealing with 3 fatalities and about 90 serious reactions out of 25000 patients and over a quarter of a million applications of Omontys...STATISTICALLY INSIGNIFICANT, though understandable that Takeda acted out of an ABUNDANCE OF CAUTION...###'s too small to take YEARS!!!
I have had several conversations with highly knowledgeable people (including 2 MD/PhD Microbiologists at MD Anderson...one a friend, the other was referred to by my friend)...BOTH said the DNA Tests shouldn't take long (couple of months maybe) and likely they'd find nothing. Both INVESTED after our discussion :-)...And I truly believe that Takeda's Investigation has been over for a while and this DNA test is some kind of concession to Fresenius as part of the Takeda/Fresenius negotiations...In return I believe that Takeda will secure F's Omontys business which obviously makes AFFY far more valuable with F being the largest dialysis company in the US. I personally believe that what occurred was F's HUMAN ERROR and that Takeda and F have been doing a kabuki dance trying to figure out how to minimize the ultimate damage to F...
All said and done I think that Takeda will be marketing Omontys before the end of this year!!!
Nascar...at this point AFFY has far more upside potential but a bit more risk... I personally think that the risk is not anywhere near as significant as some on the AFFY board would have you think and it pretty much is down to what we can NOT know at this point....BUT I have turned over every stone and done almost as much analysis putting the AFFY puzzle back together and I'm very confident that Omontys will be returned to market...100% (can't be, hence the risk coefficient) but the potential returns of 10X or more on what should be a slam dunk (NOT saying it is) is worth the wait until all the smoke clears, Omontys is returned and there is a deal with Takeda. As I said, there are 100's of drugs with worse mortality rates and I STILL no of NO DRUG with similar fatality stats that has ever been permanently withdrawn. PS...Another S.A. bullish article is forthcoming!!!
Funny...had you had me on the stand you'd have quickly found out you were completely wasting your time...I not only stayed squeeky clean myself but my entire department (at both) were equally so...NOT ONCE, NEVER EVER was there even a hint of impropriety!!!
You've got the wrong guy here my friend. But no doubt eventually you'd have hit pay dirt with some rotten apple at either of those firms...Almost certainly on the Trading side...On the Investment Banking Side our INTEGRITY was our most valuable asset, but then again you'd know nothing about THAT !!!
PS...A third option...I neither of the above than what you're doing is illegal and you'll still need to consult an attorney but for totally different reasons!!!
On the remotest chance that you did suffer a personal loss you really should talk with an attorney...But you'll need to wait and sue Fresenius...case would have NO standing right now.
If you did NOT suffer a personal loss (as perverse as your posts have been that would be a very logical conclusion) then you need to seek professional mental health IMMEDIATELY because you're even more whacked out than GWP.
I NEVER said any such thing AND YOU KNOW IT...I have always stated that it was Takeda that will buyout AFFYMAX...Nice try delusion man!!!
Isn't that interesting....Just a few weeks ago you said that you were forced to liquidate your short position in order to deal with your options...AND THEN YOU IMMEDIATELY SHORTED AGAIN !!! (Which everyone here thought demonstrated how truly insane you are!!!)....Now you tell us that retail customers can NOT SHORT AFFYMAX??? Which is it bub? Which lie do you REALLY WANT US TO BELIEVE NOW???
YOU TRULY NEED HELP SIR AND the sooner the better!!!