As a holder of BEARX, what do you think is the potential impact of the continued regulation changes?
"The moves come as the SEC meets Wednesday to discuss further potential restrictions on short sellers. These include reinstating the "uptick rule," which until 2007 had required short sellers to wait for a rise, or uptick, in a stock's price before placing their bet that it would go down."
I'm too busy at the moment to dig out the prospectus but how much of Tice's transactions would you consider to be "naked"? Would you consider BEARKX a market hedge or is there a significant speculative side of it?
Has anyone else noticed the spikes on Thur Fri and two on Tue?
These all look around 38K shares which is in the $ 250K range. Coincidence? Buyer or Seller?
Sell concept of seeds to the patients and
Urologists and Theraseeds to the Radiation Oncologist and
Medical Physicists. Service and product quality are
paramount to the latter while the former need to be
shown/proven that there is another option. Don't forget
selling HCFA and insurance cos. If HCFA indeed rolls this
all into a DRG type classification and only
reimburses some rediculously low amount, you won't find a
competent doc to do an implant. I hope J&J and TGX have
lobbiest working this side of the coin.
rep came by for the first time about 3 weeks ago. One
level of their strategy is patient brochures with our
docs photos in them and videos for patient education.
I think the press lately has been down on seeds and
I don't know why. That article in the Parade
magazine a couple Sundays ago barely mentioned
Good luck longs, take your profits shorts, get HIV
from sucking tainted blood you leech
I got my last email from the Big Dog. He is
dropping his internet service. You won't see him posting
again. Any posts are from want-to-be stray dogs from the
I got out at 10 on a stop loss but am watching for
upward movement. Thanks Stock_Detective for the TA.
Added half again to my portfolio up to 20%
(again) of my holdings. Yes, as a long I am nervous about
this but the Indigo sales force is out of the gate.
With the general market forcasted to be up until
spring, this is a buying opportunity.
I might miss
some sleep for a while, but I was there in July and
I'll be here for years to come. As long as surgeons
are referring patients and they comeback smiling with
PSA's <0.1, I'll be buying THRX.
I was worried that the gap this AM would be
filled but look at this RTQ:
Bid 100 16
Ask 1 16 15/16
last 16 15/16
PS Thank you Yahoo for enforcing your policy.
I had dropped out of the thread for the last
couple weeks since the signal to noise ratio inverted.
This list of id's will help me cull the messages and
read only those with intelligent comments. Sorry I
didn't make your vote but put me down for an
On the TGX front, I am back in at 17% of my
portfolio in TGX. We also received notice at our hospital
about the NYE recall though we haven't done any I-125
implants in a year. I see the biggest battle for seed
implants to be HCFA reimbursement issues. Technical fees
are under assault by virtue of an overhaul of
procedure coding practices.
Big Mike wrote:
Interesting to note if the
major declines for TGX fall just before or around the
Saturday of the month. I don't have a reference
for checking it out, and trying to
off a graph is not very exacting, but it appears that
out of the last 13 months 8
of the lows fell on
the 3rd. or the 4th.-- 2 months were all time highs,
2 months were
around the second week and 1
month was flat.
Yahoo gives closing price
tables under the charts (new feature). Would this help
you analyze this "pattern"? I don't get the statement
about "lows fell on the 3rd or the 4th" Do you mean the
3rd/4th Saturday or the 3rd/4th day of the month? Please
clarify your whole statement. Your observation could be
related to options expiration.
I'm back in today
with more shares than ever. I had triggered a stop
loss at 18 3/16 for half my shares. Used same $$ to
get back in at 15 today. Nothing immoral about that
is there? Isn't this technically the same as
shorting against the box? I am long on the company but the
technicals seem too easy to read to resist riding the wave.
Looks like it broke and held (albeit slight)
above 20 today. I have a stop loss a couple points
below. I don't think it will trigger though UNLESS
Brazil, White House, Russia, Asia, etc unravels further
(which I am betting real $$ it will).
Thanks aplepear for the summary. Here is the
abstract as it appeared in the proceedings (IJROBP V42 N1
Suppl pp 121).
Proceedings of the 40th Annual
RADIATION APPROACHES TO THE TREEATMENT OF EARLY PROSTATE
CANCER: TECHNIQUES, OUTCOMES & PITFALLS
Leibel,M.D., John Blasko, M.D., P. William McLaughlin, M.D.,
James Purdy, Ph.D.
Memorial Sloan-Kettering Cancer
Center, Seattle Prostate Institute, Providence Cancer
Center, Mallinckrodt Institute of
Three-dimensional conformal photon beam radiation therapy (3D-CRT)
and brachytherapy alone or combined with external
beam irradiation represent two approaches to conformal
therapy in the treatment of patients with localized
prostate cancer. Each of these approaches has its
proponents. Patients who are candidates for each modality are
often in a quandary as to which treatment to choose.
There have been no randomized comparisons between these
two modalities and little reporting of comparative
date by patient characteristic stratification and
using a common definition of PSA response. In this
panel, the technical details of 3D-CRT and brachytherapy
will be reviewed and patient selection issues
discussed. The biochemical outcome, acute morbidity and late
toxicity of each modality will also be
Each of these approaches presents critical problems
which remain unaddressed or unresolved. 3D-CRT
represents a radical change in radiation oncology practice.
Defining target volumes and organs at risk in 3D by
drawing contours on CT images on a slice-by-slice basis,
as opposed to drawing beam portals on a simulator
radiograph, can be challenging. Another drawback of the
3D-CRT approach is the significant amount of time and
effort required for contouring the target volume and
sensitive normal tissue structures. In addition,
considerably more dosimetric data must be analyzed when a
3D-CRT plan is evaluated. How large of margin to allow
for the PTV (region to account for positional
uncertainties has not been fully determined, and it is now
well-documented that there can be considerable motion of the
prostate and seminal vesicles. Clearly, incorrect margins
for PTV will result in a geographical miss. A more
advanced 3D-CRT approach, intensity modulated radiation
therapy (IMRT), is now being implemented. However, IMRT
quality assurance procedures are not well established,
introducing a potential for error.
a variety of source distributions (peripheral vs
homogeneous) have been used without a consensus regarding
total prescription dose, margin and urethral dose.
Post-implant studies have consistently demonstrated the
potential for dosimetrically significant seed placement
error, despite ultrasound guidance. Difficulties with
image registration (ultrasound vs CT vs MRI) and
prostatic edema complicate post-implant dosimetry and
evaluation. Even if accurate post-implant dosimetry were
possible, no guidelines regarding acceptability of implants
have emerged. It is unclear without guidelines if a
patient should undergo a second implant procedure to
increase minimum target dosage. Further, without
post-implant dosimetry and guidelines, dose-response studies
(dose escalation or de-escalation) will not be
feasible. Potential solutions to these pitfalls of 3D-CRT
and brachytherapy will be discussed.
RE: Federal Register
CPT codes are the numbers
which describe specific medical services ie 77300 is
"continuing physics" (I think I got the right number). The
federal register looks like an incomplete listing of CPT
codes with their brief descriptors. The $ amounts I
think go with a particular CPT code. Many codes are
charged for an implant (We charge about 10 different
codes). I really can't comment on the nature of this
incomplete list. Maybe these are codes which are up for
review. Why only some have $ values is beyond
Medicare balked on reimbursing for seeds at their normal
rate on a recent patient. This was due to the increase
in pricing from TGX. You would think that the
patient would then be forced to pay the difference, but
my understanding is Medicare dictates the
"coinsurance" that is the patients limit of responsibility.
(Please correct me if I have this wrong) Our docs got it
straight with medicare and wrote a letter to TGX. This is
again an area where TGX dropped the ball. They had not
informed Medicare or their price increase so Medicare was
reluctant to honor our reimbursement request.
the abstract on the Panel discussion in the "Red
Journal". I will try to retype it for all tomorrow. There
wasn't any indication that outcomes of surgery vs brachy
were on the agenda of that particular segment of the
meeting. I would love to hear from an attendee about this
panel so pipe in if you were
This is the complete opposite from PG. Myers-Briggs
break down into four classes with two extremes. You
score inbetween the extremes based on a battery of
tests. I am an INTJ but pretty middle road on a couple
categories (don't remember which ones). I really don't go
around classifying everyone, but I know it is futile
trying to argue with an ISTJ since they have come to a
conclusion on their own based on "facts" without regard to
whether their perception could be wrong and to hell with
anyone who disagrees. (how's that for a runon
Back to reimbursement. I spoke with a local medical
director with a LARGE HMO (happens to be mine) when a
patient was initially denied pre-approval for a seed
implant. Their policy called it "investigational". They
also didn't have Pd-103 listed as an isotope (only
I-125). The medical director concurred with me that this
must be an old policy since he remembers having
discussions with our oncologists about the state of prostate
brachytherapy today. We still have to file a letter to get
prior approval but it makes me wonder how many patients
have asked their insurance (sic) if they cover and
implant and took NO as the final word. A minor dragon
slain for the empire.
(I hate managed health
Sorry so long.
You, my fellow physicist, are an asshole.
There is a chip on your shoulder nearly the size of
You are a Myers-Briggs personality
type ISTJ to the extreme.
"Serious, quiet, earn success by concentration and
thoroughness. Practical, orderly, matter-of-fact, logical,
realistic and dependable. See to it that everything is well
organized. Take responsibility. Make up their own minds as
to what should be accomplished and work toward it
steadily, regardless of protests or
Just because Big Dog is an ENFP, you don't have to
rail on him.
I don't know what Gecko or Ralph
are but keep posting and I'll put you guys in a
category as well.
We have broken through the 18 1/4 resistance of
July 13th close. If we close at these levels, this
could be a rebound to the pre-July 3rd massacre
Big Dog might be right (flame throwers on)
Seed implants are typically an adjuvant therapy
(along with other therapies) with hormone and/or
external beam. Some patients have external beam alone,
some have seeds alone, some have a combination. You
could say they are in competition since it is often
that the patient is offered the choice between
external beam and seed implant or a combination. This
competition however lends more credibility to radiation
therapy as a whole as a healing science and therefore
> What is 3D-CRT?
Three dimensional conformal radiation therapy.
This is external beam radiation therapy where fields are shaped to "conform" to the prostate or other target volume.
Thanks, Bamboo, for the article on Gonadimmune.
It really needs to be noted that this new drug is
primarily for ADVANCED prostate cancer. Castration is
sometimes performed on these cases to cut off the
testosterone (sp?) production which the ProstCA feeds on. This
would be an alternate therapy to castration, not seed
implants. It might be a concominant therapy for an implant
such as hormone therapy (androgen ablation) is today.
My long term view is that the advanced prostCA
demographics should be shrinking while the early stage prostCA
is growing with the wide spread use of PSA testing
catching it at an earlier stage. Thats not to say there
isn't a future market for such a drug as gonadimmune,
but, I think the growth potential for such a drug will
only be there if it is more effective with fewer
adverse reactions than current hormone
Welcome back BD. [for Bar5wen: I'm really BD posting as
spainte to make you think I'm a different person. I
actually am C Jacobs and I have nothing better to do while
my company is steadily loosing money. As a matter of
fact, there is really no such think as Pd103. We
actually buy bulk rice from China and spray paint it
silver with Krylon and sell it for $50+ each. Pretty
good raquet, huh?]
mdt81: Isn't 95 data kind of
"old"? You are at a big center, I am at a little center.
I know of at least a few centers within GA alone
that are/have started up implants in the last year in
cities with <150,000 populations. Startup costs are
really minimal relative to other radiation therapy
modalities. A good statistic to look at would be the
attendance at the training courses in Seattle and Flordia
(are there others?)
I think the whole market
will tank like '29 or worse before it gets better. But
I'm still holding my shares of TGX and hedging my
future losses with a Bear mutual fund.
Thanks for the citations. I will get copies to
add to my folder. Saw a patient today who had poor
margins on surgery and is here for salvage external
I heard from bigdog today. He's is buying more...
He has told me that he won't be posting until we see
My take on the stock action is that as
long as I'm buying, I like the price low, it is only
when I am ready to sell that I would like to see a
nice return on my money. It will be 10 more years
before the last of the baby boomers get their 1st PSA
test. To me that means 10 more years of pumping out Pd
seeds for TGX to an increasing population of buyers. I
guess you might say that I'm LONG on TGX.
From NASI Quarterly 8/11/98:
concluded, ``With increasing manufacturing capabilities now
being linked to automated and
expansion is more easily implemented on a modular
basis. As a result, we do not consider NASI to be
capacity limited for
I-125 brachytherapy seed
production. Additionally, we believe that the implementation
of similar systems for
brachytherapy seeds will be capable of yielding similar
production results later this year.'' ]
From NASI PR
[There are a number of important factors that
could cause actual results to differ materially
from those expressed in any forward-looking statements
made by the company including the risk factors
appearing in the
company's annual report or Form 10-KSB
for the fiscal year ended Oct. 31, 1997, the
adequate supplies of
produced by the company or **purchased** from third party
vendors, or other factors
identified from time to
time in the company's filings with the Securities and
Exchange Commission. ] Emphasis added.
think TGX is going to sell Pd to NASI as long as they
can make the margins they are demonstrating. Is
there anyone who manufactures Pd-103 as a raw material
that NASI is planning on processing into seeds?
TGX could benefit from the automation processes of
NASI (if they are truely that good) and loosing the
trick pony image by selling I-125. NASI would
benefit by picking up a real winner of a company with all
trimmings. At stock prices like this, Ms. Jacobs
is probably looking a all her options (refer to the
included with the mailing of the quarterly
Just hypothetically, what effect would a merger
have on the stock price of these two
Just something to think about this weekend.
Cleo or other TA's out there, where do you think
the bottom is?
At prices like this, NASI may be
making PD-103 via acquisition. A merger has been
suggested on the NASI board. Note the following
From NASI Quarterly 8/11/98:
``With increasing manufacturing capabilities now being
linked to automated and semi-automated
expansion is more easily implemented on a modular basis. As
a result, we do not consider NASI to be capacity
I-125 brachytherapy seed production.
Additionally, we believe that the implementation of similar
systems for manufacturing
Pd-103 brachytherapy seeds
will be capable of yielding similar production results
later this year.'' ]
From NASI PR
[There are a number of important factors that could
cause actual results to differ materially
expressed in any forward-looking statements made by the
company including the risk factors appearing in
company's annual report or Form 10-KSB for the fiscal year
ended Oct. 31, 1997, the availability of adequate
Pd-103, whether produced by the company or
**purchased** from third party vendors, or other factors
identified from time to
time in the company's filings
with the Securities and Exchange Commission. ]
I don't think TGX is going to sell
Pd to NASI as long as they can make the margins they
are demonstrating. Is there anyone who manufactures
Pd-103 as a raw material that NASI is planning on
processing into seeds? TGX could benefit from the automation
processes of NASI (if they are truely that good) and
loosing the one trick pony image by selling I-125. NASI
would benefit by picking up a real winner of a company
with all the trimmings. At stock prices like this, Ms.
Jacobs is probably looking a all her options (refer to
the letter included with the mailing of the quarterly
Just hypothetically, what effect would a merger have
on the stock price of these two
Just something to think about this weekend.
I would love to see the imposters on the yahoo
boards get what they deserve, a big short squeeze to new