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Nokia Corporation Message Board

pileofspuds 12 posts  |  Last Activity: Jan 27, 2015 6:28 AM Member since: Apr 29, 1999
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  • pileofspuds by pileofspuds Jan 27, 2015 6:28 AM Flag

    Unbelievable that the market payed any attention to the Brean article yesterday, that was nothing more than an emotional filled "sour grapes" article that has no basis in reality.

    Why would anybody take Ashcroft's opinion over those who have much more objective and knowledgeable

    Like the world's leading nephrologists, who voted Rockwell's Triferic abstract best in class back in Feb 2014.
    Or Baxter, who made a sizable long term financial investment with Rockwell.
    Or FDA and AdCom panel of experts, whose job it is to objectively and intimately decide on effectiveness of a drug, and who overwhelmingly gave Triferic a thumbs up.
    Or Chardan, Summer St, and Oppenheimer analysts, who at least write reports that don't contain subjective phrases such as "skid and crash".
    Or patients who received Triferic during the trials, who felt 100% better after receiving Triferic versus standard IV iron.

    Don't think that Rockwell has been idle these past 6 months, there are many deals lined up with all the major dialysis centers. DaVita will be first, given it's relationship with Rockwell, and the campaign will be a major rollout. Other centers will deploy in a more subdued fashion, but expectation will ramp up soon once the financial benefits are seen as well as the clamoring from patients to be on the drug.

    Expect these announcements within weeks, as well as plans as for global rollout into Europe.

    Rockwell will be successful, there is no doubt. See you at $30+ by the end of the year.

    Sentiment: Strong Buy

  • pileofspuds pileofspuds Jan 24, 2015 1:01 PM Flag

    I am sure Rockwell has the decision from FDA and they chose to wait til Monday open before releasing.

    I almost think that if it was negative, it would be better to release sooner rather than later, give investors time to chew on it for a day or two before panic selling. Still go down, but maybe not as much as it could.

    And, if it was positive, just the opposite. Release just before market open, to induce panic buying and higher price increase. Also doesn't give the short blabbermouths (Feinstein, Ashcroft) time to write a negative article as to why the approval is not that big of a deal.

    We'll find out, but feeling good Otis!!

  • pileofspuds by pileofspuds Dec 16, 2014 5:40 PM Flag

    Wow, looks like he is all in! If I did my math correctly, not only does he have the 2.1 million direct shares, he also has an additional 6.3 million shares through the preferred options!

  • pileofspuds by pileofspuds Nov 4, 2014 4:33 PM Flag

    Efficacy and safety should be slam dunk approval. Inclusion of ESA reduction indication not likely, unless data (perhaps from yet unreleased open study) presented at AdCom.

    A minor setback, lets call it a triple instead of a home run! ESA reduction still a benefit, just can't open market and promote it as such. But this indication could be added after results from Triferic once it has been in the field to a year or two.

    Overall a great day, looking for $20 within the next couple of months!

  • The questions doc only referred to the morning session, can't find any FDA commentary as of yet to indicate what concerns FDA may present in AdCom.

  • From HOLD to BUY!

  • pileofspuds by pileofspuds Nov 3, 2014 2:46 PM Flag

    RMTI stated that patients in the Triferic arm of CRUISE whose HGB levels rose above 12 were removed from CRUISE and into the open study, so that their ESA dosage could be lowered.

    Is this a positive, and will this information be subject for discussion on the AdCom?

  • pileofspuds by pileofspuds Nov 3, 2014 11:05 AM Flag

    Anybody have any insight as to why the Oncology board is doing the AdCom vs the Renal board, which I assume would be more appropriate for the indication?

  • Reply to

    Briefing doc leak?

    by pileofspuds Oct 31, 2014 5:25 PM
    pileofspuds pileofspuds Oct 31, 2014 7:02 PM Flag

    Thanks guys, definitely appreciate the information!

  • Reply to

    Briefing doc leak?

    by pileofspuds Oct 31, 2014 5:25 PM
    pileofspuds pileofspuds Oct 31, 2014 5:40 PM Flag

    I'm not saying they are valid, but obviously the market did. I'm no expert so my opinion doesn't count, but the charge that RMTI should have conducted their trials versus an oral iron control group instead of placebo has me very worried.

    Please feel free to point out why I shouldn't be worried, I could use some encouragement.

  • pileofspuds by pileofspuds Oct 31, 2014 5:25 PM Flag

    What are the chances the briefing docs were compromised and leaked to insiders, thus forming the basis for the Phase V report? Their thesis and conclusions were exceptionally detailed and targeted, and coupled with the timing it seems awfully suspect.

    This sucks............

  • We will see 10 today once it hits the wires.....

7.89-0.12(-1.50%)Jan 28 4:01 PMEST

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