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Fortinet Inc. Message Board

neelsen01 30 posts  |  Last Activity: Aug 26, 2015 6:58 AM Member since: Feb 13, 2013
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  • neelsen01 neelsen01 Aug 26, 2015 6:58 AM Flag

    Have you not considered that a partner could come in at any time and nail the coffin on dilution fears?

    Sentiment: Strong Buy

  • neelsen01 neelsen01 Aug 25, 2015 9:59 AM Flag

    Surely you're not suggesting Fred Hutchinson Cancer Research Center has intently put out a fraudulent drug to be tested in AML elderly patients. Iomab-B has already saved lives and you're insinuating Iomab-B is a scam???

    Sentiment: Strong Buy

  • neelsen01 neelsen01 Aug 25, 2015 9:54 AM Flag

    It certainly could be longer especially for the lack of support from the markets, but I believe Iomab will succeed.

    Sentiment: Strong Buy

  • Could move up to $50 in as little as 16 trading hours to 16 months.

    Sentiment: Strong Buy

  • If Iomab-B can reproduce phase 2 results (100%CR and 19% OS for 2yrs), obtains a nonprovsional patent, and Actimab continues to show promise, we could be bought out at a premium that could yield a SP of over $500/share based on a 40M share count. Pharmacyclics

    Sentiment: Strong Buy

  • Reply to

    Cure or treatment?

    by moneytree_1000 Aug 6, 2015 8:32 PM
    neelsen01 neelsen01 Aug 7, 2015 10:00 AM Flag

    That's a larger question that you could argue against all pharmaceuticals. I work at CMC here in Charlotte, NC. I can tell you no matter what your age is, there is a will to live. But somewhere during a prolonged hospital stay, everyone reaches a breaking point where they don't want any more iv sticks, blood draws, catheter insertions, ect....Death is then often seen as a better alternative than the current treatments they're receiving to keep them alive. But if you have a real chance to get cured, one may endure longer. Iomab gets the patient to BMT much more quickly than chemo (10 days vs 28-42 days), so the patient stands less of a chance to reach that "breaking point".

    Sentiment: Strong Buy

  • Reply to

    Cure or treatment?

    by moneytree_1000 Aug 6, 2015 8:32 PM
    neelsen01 neelsen01 Aug 7, 2015 9:35 AM Flag

    a BMT can actually offer a cure for AML patients, but many elderly AML patients cannot receive a BMT due to the harsh preparation with chemo and TBI. Iomab-B gets these infirmed AML patients to BMT in 10 days with much less side effects than chemo or TBI. So, by way of using Iomab to prep for BMT, a patient can potentially have their AML disease cured. Without Iomab-B, these patients would die within 2-3 months.

    Sentiment: Strong Buy

  • sends a very clear signal to management that delays and excuses will no longer be tolerated. If they can't manage this company, it will be better to accept a mediocre partnership or just sell the company outright. Iomab deserves better. They will drive the stock to the OTC market with their current efforts.

    Sentiment: Strong Buy

  • If we make it to Iomab-B approval on our own through share offerings, PPS could be suppressed, but revs will be coming in immediately after FDA approval. At that point, we may not need a partner with $300+M revs coming in the first year.

    Sentiment: Strong Buy

  • Reply to

    ALERT ALERT !!! PUMP AND DUMP calgarycraig

    by ellid Jul 13, 2015 5:40 PM
    neelsen01 neelsen01 Jul 13, 2015 6:30 PM Flag

    A surprise announcement of ph3/partnership my set the floor at $5+. I'm doubling down under $2.20 in stages. May be very hard to get back down under $2.20 going forward imo.

    Sentiment: Strong Buy

  • Thanks very much. We'll be unable to move forward unless this article clearly discusses the subject of paid promotion in ATNM shares. We're looking for more than a disclosure that you have not been paid to write about the stock. We are looking for discussion of the evidence of promotion and how that evidence affects your investment thesis. If you choose to resubmit, please also embed your links. You can do this with the help of the globe tool, next to the underline button on the editing toolbar. Copy the source URL, highlight the text you want linked, click the globe, paste in the URL, and click OK. Finally, the article still reads more as a factual recap than as an investment thesis, so we'd be interested in more focus on why, going forward, this represents and attractive opportunity for investors.

    Sincerely Yours,
    SA Editor Mike Taylor

    Sentiment: Strong Buy

  • "Thanks very much for your submission. We're going to pass on this article because it covers a microcap stock (market cap less than $100 million). ATNM has also recently been subject to a paid promotion. In cases of paid promotion, we ask that authors disclose the promotion within the article and explain how that affects their investment decisionmaking. Additionally, we rigorously apply our biotechnology standards to any article about a microcap. We therefore look for: 1) Quality sourcing -- discussion should be backed up by clear references; 2) Scientific explanation; 3) A look at recent financial performance, cash flows, the balance sheet; 4) A detailed assessment of risk associated with investment. We would consider a reworked version of this article that addressed these items. Thanks very much."

    Sentiment: Strong Buy

  • actual title of article (first draft)

    Sentiment: Strong Buy

  • A BMT offers the only cure for these AML patients. And since Iomab-B offers many of these "worst of the worst" patients their only chance for getting a BMT, the drug itself is curative as ATNM's Dr. Dragan Cicic stated in the KOL May event. www.actiniumpharma.com/investors/actinium-key-opinion-leader/

    Sentiment: Strong Buy

  • So in essence, there is no "ramping up" period for sales at these centers. And here is the main point to remember- this number of BMT centers(30) represent a majority of the BMT market in the US. Incredibly, because of the concentration of this market, Iomab could actually dominate this segment of BMT from day 1 of FDA approval. In the latest KOL event held in May of this year, CEO Dr. Kaushik Dave of ATNM disclosed in the Q&A session that all gating items(for phase 3) were complete except for putting data down on paper. He also pointed out that the company would "take our time" completing this task and subsequently submit an IND to begin the trial. While investors may frown on this, I think it's prudent for the company to be cautious and not make mistakes that could echo Bexxar's errors. On the reimbursement issue, Dr. Turck points out that 20% of the participating hospitals are PPS exempt. And according to Dr. Dave, the company will be collecting data during the trial to prove the economic advantage Iomab has over chemotherapy. Iomab is estimated to be priced at $85,000 while chemotherapy costs between $50-200K for this indication. In addition, with chemotherapy, the patient experiences a longer hospital stay which can increase total costs.

    In summary, Iomab-B offers the patient a faster pathway to BMT with less side effects than chemotherapy. The company has made an astute decision by consulting Dr. Turck to help ensure the commercial viability of Iomab-B. In contrast to Bexxar, Iomab-B should have a much easier transition from the clinical trial stage to commercial stage by virtue of the BMT market concentration and uniqueness of the drug itself. There is no other treatment that comes close to mimicking Iomab-B for its respective market. continued...

    Sentiment: Strong Buy

  • Bexxar was discontinued by GSK after sales dwindled.www.xconomy.com/national/2013/08/26/why-good-drugs-sometimes-fail-in-the-market-the-bexxar-story/

    Now let's take a look at Iomab-B and find out why it is has a better outlook. First, the drug is initially targeting a very specific group of patients that will not require a referral to a specialist pharmacy or physician. The physician simply needs to choose the best drug that can get their patient to a CR for HSCT. The upcoming Iomab-B phase 3 trial will answer the question of which treatment(chemo or Iomab-B) works best, but one thing is already acknowledged and proven- Iomab-B gets a patient to HSCT in much less time (10 days) vs chemotherapy(28-42 days). Also, in the phase 2 trial of Iomab-B for relapsed/refractory AML patients, 27/27 achieved CR. Iomab-B is also believed to at least double the 2 year survival rate compared to any other alternative therapy, so unlike Bexxar(vs Rituxan), Iomab-B is actually already significantly outperforming it's competition(chemo). In both instances(chemo & Iomab), the patient is in the hospital while receiving treatment, so no conflict of interest exists in terms of where the patient is treated.

    Second, Iomab is safe as most adverse events were classified as Grade 2 or less such as infusion site reactions, chills, and nausea. The distribution of Iomab is mostly restricted to bone marrow, the spleen, and liver. Iomab targets CD-45 which is almost universally expressed on AML cells and stem cells and spares red cells and other tissues from damage. This is why these elderly relapsed AML patients can tolerate Iomab better than chemotherapy.

    Third, according to Dr. Roland Turck, the CD-45 mAb clinical sample production will be already scaled for commercial use by the time of launch. The 30 participating centers in the upcoming phase 3 trial will be able to immediately use Iomab commercially on day 1 of FDA approval. continued...

    Sentiment: Strong Buy

  • •Bexxar's troubling past may be causing consternation for investors, analysts, and journalists that may have otherwise taken interest in potential radioimmunotherapy(RIT) drugs.
    •For ATNM's Iomab-B, there are very important differences to Bexxar which I believe makes the case for a successful commercial launch and sustained sales of Iomab-B if FDA approved.
    •ATNM's Iomab-B should be looked on favorably by the FDA because of it's safety and tolerance in over 250 patients. So, no prolonged approval process is expected.

    Let me begin by disclosing I'm a shareholder of Actinium Pharmaceuticals (NYSEMKT:ATNM). My name is Erik Neelsen and an RN by profession.

    I want to start with a brief history of Bexxar. This is a drug that combines tositumomab with iodine 131. Corixa obtained Bexxar from Coulter Pharmaceutical in 2000. GlaxoSmithKline (NYSE:GSK) partnered with Corixa to market and manufacture Bexxar. Bexxar targets the CD20 protein marker for non-Hodgkin's lymphoma in patients who had not responded well to chemo and Rituxan combo. The drug had success as 29% of these patients went into complete remission(NYSE:CR) for a median time period of 25 months. But Bexxar had some adverse effects that may have caused the FDA to wait so long(four years) before approving the drug in 2003 which allowed chemo and Rituxan combo to become the standard of care in that market. Also, in a 2011 study, Bexxar was found to have no statistically significant improvement compared to Rituxan when each was combined with chemo. Here are further events that point to where Bexxar went wrong- once the drug was approved, the patient's oncologist had to refer his/her patient to a nuclear med pharmacy or radiation oncologist that could handle Bexxar, so the patient's oncologist and his/her related infusion center lost money by referring their patient. But there were also problems with supply and reimbursement which didn't help Bexxar's case with these same oncologists. continued...

    Sentiment: Strong Buy

  • Dr. Lazarus suggested Iomab may be able to treat ALL white cell malignancies("across the board"). If Iomab passes this ph3 trial and goes on to do as well for all other indications in blood cancer, chemo may be on its way out for this type of cancer. At $85k/treatment, 300k pts/yr would bring in revs over $25B/yr which could imply a MC of over $250B or $7,000/share.

    Sentiment: Strong Buy

  • So we have to give mgmt. at least some credit for keeping costs low. They've done a great job in working with different hospitals getting Iomab this far, so let's give them some breathing room to get ph3 done right.

    Sentiment: Strong Buy

  • Reply to

    $765 million 1st year revenue...

    by neelsen01 Jun 13, 2015 8:20 AM
    neelsen01 neelsen01 Jun 13, 2015 4:13 PM Flag

    Adults greater than or equal to the age of 60 years old obviously have significant comorbidities or medical problems that younger individuals don’t have. They may have underlying diabetes, high blood pressure, high cholesterol, history of stroke, etc., and they may be on multiple medications to control their medical comorbidities, which may interact or confound the treatment of AML.In addition, patients in the elderly category have a different type of tumor biology than younger patients. AML in the elderly population tends to have a lot of biological features, which are associated with therapy resistance. For example, elderly patients have increased numbers of leukemia cells, which have unfavorable cytogenetics or molecular characteristics, which make it more difficult for them to be cured with standard chemotherapy. Sometimes the leukemia cells in older patients express drug resistant proteins, which also mediate therapy resistance. As well, many older patients have had a pre-existing hematologic disorder, such as MDS, or myeloproliferative disorders, which then make subsequent AML disease much harder to treat. - That's why Iomab is the best resource for these patients.

    Sentiment: Strong Buy

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