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Post by JHam on Mar 29, 2015 12:26:16 GMT
If anyone is looking for some "light" reading this Sunday, here is Warren Buffett's 2014 yearend recap letter to Berkshire Hathaway shareholders. It is long (I haven't finished it yet), but he writes it like a story telling Grandfsther so it is a fun read: www.berkshirehathaway.com/letters/2014ltr.pdf
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Post by RLC on Mar 29, 2015 14:16:40 GMT
Here is a good panel discussion between 3 biotech analysts from the ARM 2013 Regenerative Medicine conference. This is a really good video and gives a lot of info on the biotech sector in general. Someone was saying in the OCAT forum the other day that guys like Jason Kolbert don't know as much as retail investors, lol ... www.youtube.com/watch?v=1FUmHXCNTJwThanks for posting JHam. Great watch! I loved hearing Jason Kolbert say that Athersy's is currently conducting one of the most important trials of our time with the stroke trial (around 22:50). Ya there aren't many retail investors that know more than these guys do. Most of us have jobs and invest in stocks as somewhat of a hobby. These guys live and breath this stuff.
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Post by JHam on Mar 29, 2015 14:25:17 GMT
Here is a good panel discussion between 3 biotech analysts from the ARM 2013 Regenerative Medicine conference. This is a really good video and gives a lot of info on the biotech sector in general. Someone was saying in the OCAT forum the other day that guys like Jason Kolbert don't know as much as retail investors, lol ... www.youtube.com/watch?v=1FUmHXCNTJwThanks for posting JHam. Great watch! I loved hearing Jason Kolbert say that Athersy's is currently conducting one of the most important trials of our time with the stroke trial (around 22:50). Ya there aren't many retail investors that know more than these guys do. Most of us have jobs and invest in stocks as somewhat of a hobby. These guys live and breath this stuff. Yeah, I love it that all 3 of them have differing opinions on when, how, and what to invest in. I think it just gives a real insider view for what it is really like with these companies. Jason Napadano is already on record saying he thinks ATHX is promising. Nice to hear Jason Kolbert and the other guy seem so high on it.
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Post by JHam on Mar 30, 2015 10:09:00 GMT
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Post by selluwud on Mar 30, 2015 12:21:22 GMT
I've had it on my watch list for some time and I just saw that headline when I was checking it this morning. I should be so lucky. Just goes to show, one never knows what's lurking around the corner..........good or bad!
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Post by JHam on Apr 2, 2015 12:37:58 GMT
Finally we've reached 2Q. Lots of things are supposed to happen with the 4 stocks I currently own.
ONCS - Start of 3 trials; 3-Breast cancer pilot study, P2 H&N Cancer trial, P2b melanoma combo trial
NRIFF - Start of P3 trial for Pennsaid 2%. Results expected in 4Q
TNXP - Start of 2 trials; P2 Headache trial (results due in 4Q), and P3 fibromyalgia trial (results due mid 2016)
ATHX - Data results from P2 stroke trial (results expected 4/17-19)
Going to be a very busy quarter.
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Post by JHam on Apr 7, 2015 13:07:37 GMT
Brad Loncar, who I follow on Twitter, launched this very cool immunotherapy index today: www.loncarindex.com
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Post by Jimmywho on Apr 10, 2015 13:45:40 GMT
GE hit a home run today.
GE TO CREATE SIMPLER, MORE VALUABLE INDUSTRIAL COMPANY BY SELLING MOST GE CAPITAL ASSETS; POTENTIAL TO RETURN MORE THAN $90 BILLION TO INVESTORS THROUGH 2018 IN DIVIDENDS, BUYBACK & SYNCHRONY EXCHANGE
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Post by Whidbeygal CM 20/20 on Apr 24, 2015 1:29:13 GMT
I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr.
What is the pipeline? Who are the leaders? GERN and STEM were considered the leaders years ago. GERN sold to BTX. aST is the current winner.
It is interesting to see the connections of all of the above.
Best bet? Invest in BIB.
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Post by sheikyabooty on Apr 24, 2015 2:01:00 GMT
I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr. What is the pipeline? Who are the leaders? GERN and STEM were considered the leaders years ago. GERN sold to BTX. aST is the current winner. It is interesting to see the connections of all of the above. Best bet? Invest in BIB. I tend to agree with you. Most of the stocks in the stem cell sector are quite awful and like a bad wine are not improving with age. IMHO we can add STEM to the list of un-investable rotting fish heads like CUR, ATHX and NBS. I think it is wise to invest in quality, which in this sector IMHO is OCAT. Even with OCAT I am not adding to my bet. Today's close puts me over break even (7.30) and I am content to let what I have ride. BIB is not bad, but is focused solely on growth. I am diversifying into strong dividend plays with the goal of replacing my income within the next 5 years. I am tired of stinky small-cap over-hyped dreams exploding in peoples faces (latest example ATHX, fortunately I had none).
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Post by icellman on Apr 24, 2015 14:03:26 GMT
Anyone check out STEM today? Down to $ .58 and to think some on this board actually thought it was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately.
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Post by RLC on Apr 24, 2015 14:18:04 GMT
Anyone check out STEM today? Down to $ .58 and to think some on this board actually thought it was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately. Jeez I get sick of half of this board comparing every stock that's mentioned to OCAT. We all understand that half of the people here won't entertain investing in anything but OCAT. Yesterday, I mentioned that STEM is looking like it could be a good short term trade, and of course multiple people reply back suggesting that OCAT is a much better option. I already own a pile of dog sh*t they call OCAT shares. It's been the worst investment of my life (I've managed to almost break even with the shares I still own after being in for 5+ years; meanwhile, friends investing in "safe" stocks and trading instead of investing have made a killing). I'm rooting for OCAT just like the majority here, but please cut out the "OCAT vs every other stock" nonsense. There are lots of opportunities to make money in the market outside of OCAT!!!!! And yes I saw STEM today. The lower it goes, the more likely I am to open a trading position.
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Post by tunis on Apr 24, 2015 14:26:01 GMT
Anyone check out STEM today? Down to $ .58 and to think some on this board actually thought it was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately. Say what you will about how badly Ocata has been run the last few years nobody has every questioned the validity of the science and cells.
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Post by jeff on Apr 24, 2015 14:37:06 GMT
Anyone check out STEM today? Down to $ .58 and to think some on this board actually thought it was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately. Geez I get sick of half of this board comparing every stock that's mentioned to OCAT. We all understand that half of the people here won't entertain investing in anything but OCAT. Yesterday, I mentioned that STEM is looking like it could be a good short term trade, and of course multiple people reply back suggesting that OCAT is a much better option. I already own a pile of dog sh*t they call OCAT shares. It's been the worst investment of my life (I've managed to almost break even with the shares I still own after being in for 5+ years; meanwhile, friends investing in "safe" stocks and trading instead of investing have made a killing). I'm rooting for OCAT just like the majority here, but please cut out the "OCAT vs every other stock" nonsense. There are lots of opportunities to make money in the market outside of OCAT!!!!! Why wouldn't people on an Ocata message board compare it as an investment to other potential investments? Heck, you just did it yourself when you compared it to unnamed "safe" stocks. Seems natural to me.
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Post by RLC on Apr 24, 2015 15:00:05 GMT
Geez I get sick of half of this board comparing every stock that's mentioned to OCAT. We all understand that half of the people here won't entertain investing in anything but OCAT. Yesterday, I mentioned that STEM is looking like it could be a good short term trade, and of course multiple people reply back suggesting that OCAT is a much better option. I already own a pile of dog sh*t they call OCAT shares. It's been the worst investment of my life (I've managed to almost break even with the shares I still own after being in for 5+ years; meanwhile, friends investing in "safe" stocks and trading instead of investing have made a killing). I'm rooting for OCAT just like the majority here, but please cut out the "OCAT vs every other stock" nonsense. There are lots of opportunities to make money in the market outside of OCAT!!!!! Why wouldn't people on an Ocata message board compare it as an investment to other potential investments? Heck, you just did it yourself when you compared it to unnamed "safe" stocks. Seems natural to me. Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these: -"to think some on this board actually thought it (STEM) was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately." -"I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr." -"I tend to agree with you. Most of the stocks in the stem cell sector are quite awful and like a bad wine are not improving with age. IMHO we can add STEM to the list of un-investable rotting fish heads like CUR, ATHX and NBS. I think it is wise to invest in quality, which in this sector IMHO is OCAT. Even with OCAT I am not adding to my bet. Today's close puts me over break even (7.30) and I am content to let what I have ride. " I'm of the belief both are viable for trading/investing (I don't use OCAT as a benchmark for comparing other investments like tons of people here do). It's clear that many people are "stuck" in OCAT and are very defensive towards there position, hence an investment in any other company appears to threaten them. Look at Sheik, who bashes every stock mentioned on this board besides OCAT. Very revealing IMO.
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Post by jeff on Apr 24, 2015 15:13:18 GMT
Why wouldn't people on an Ocata message board compare it as an investment to other potential investments? Heck, you just did it yourself when you compared it to unnamed "safe" stocks. Seems natural to me. Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these: -"to think some on this board actually thought it (STEM) was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately." -"I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr." -"I tend to agree with you. Most of the stocks in the stem cell sector are quite awful and like a bad wine are not improving with age. IMHO we can add STEM to the list of un-investable rotting fish heads like CUR, ATHX and NBS. I think it is wise to invest in quality, which in this sector IMHO is OCAT. Even with OCAT I am not adding to my bet. Today's close puts me over break even (7.30) and I am content to let what I have ride. " I'm of the belief both are viable for trading/investing (I don't use OCAT as a benchmark for comparing other investments like tons of people here do). It's clear that many people are "stuck" in OCAT and are very defensive towards there position, hence an investment in any other company appears to threaten them. Look at Sheik, who bashes every stock mentioned on this board besides OCAT. Very revealing IMO. i appreciate your perspective RLC. I'm not defending or criticizing any particular comparison or the substance of any particular comparison. Just reacting to your "sick(ness)" over people using the Ocata message board to make comparisons between investments. In that sense, I'm sure I'm making good sense.
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Post by RLC on Apr 24, 2015 15:28:01 GMT
Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these: -"to think some on this board actually thought it (STEM) was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately." -"I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr." -"I tend to agree with you. Most of the stocks in the stem cell sector are quite awful and like a bad wine are not improving with age. IMHO we can add STEM to the list of un-investable rotting fish heads like CUR, ATHX and NBS. I think it is wise to invest in quality, which in this sector IMHO is OCAT. Even with OCAT I am not adding to my bet. Today's close puts me over break even (7.30) and I am content to let what I have ride. " I'm of the belief both are viable for trading/investing (I don't use OCAT as a benchmark for comparing other investments like tons of people here do). It's clear that many people are "stuck" in OCAT and are very defensive towards there position, hence an investment in any other company appears to threaten them. Look at Sheik, who bashes every stock mentioned on this board besides OCAT. Very revealing IMO. i appreciate your perspective RLC. I'm not defending or criticizing any particular comparison or the substance of any particular comparison. Just reacting to your "sick(ness)" over people using the Ocata message board to make comparisons between investments. In that sense, I'm sure I'm making good sense. That's the thing though Jeff, they aren't even real comparisons. Take the following example: "Microsoft is such a better investment than Apple. I mean who would buy crappy Apple stock?" So this would be a helpful comparison in your opinion? Because these are the types of "comparisons" I'm seeing. And it's not just on the OCAT board BTW, it's all over this entire forum. There's such an obvious bias to most of these statements (especially the one's that lack any substance). I'm not advocating STEM. In fact, if I had to place my money on the company I felt had the most promise over the next 5 years it would be OCAT. I guess I just wish people would be a little more mature with their commentary (such at Kippers comments in the most recent STEM thread... well thought out and makes some great points).
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Post by jeff on Apr 24, 2015 15:51:37 GMT
i appreciate your perspective RLC. I'm not defending or criticizing any particular comparison or the substance of any particular comparison. Just reacting to your "sick(ness)" over people using the Ocata message board to make comparisons between investments. In that sense, I'm sure I'm making good sense. That's the thing though Jeff, they aren't even real comparisons. Take the following example: "Microsoft is such a better investment than Apple. I mean who would buy crappy Apple stock?" So this would be a helpful comparison in your opinion? Because these are the types of "comparisons" I'm seeing. And it's not just on the OCAT board BTW, it's all over this entire forum. There's such an obvious bias to most of these statements (especially the one's that lack any substance). I'm not advocating STEM. In fact, if I had to place my money on the company I felt had the most promise over the next 5 years it would be OCAT. I guess I just wish people would be a little more mature with their commentary (such at Kippers comments in the most recent STEM thread... well thought out and makes some great points). Fair enough --
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Post by sheikyabooty on Apr 24, 2015 22:06:30 GMT
Why wouldn't people on an Ocata message board compare it as an investment to other potential investments? Heck, you just did it yourself when you compared it to unnamed "safe" stocks. Seems natural to me. Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these: -"to think some on this board actually thought it (STEM) was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately." -"I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr." -"I tend to agree with you. Most of the stocks in the stem cell sector are quite awful and like a bad wine are not improving with age. IMHO we can add STEM to the list of un-investable rotting fish heads like CUR, ATHX and NBS. I think it is wise to invest in quality, which in this sector IMHO is OCAT. Even with OCAT I am not adding to my bet. Today's close puts me over break even (7.30) and I am content to let what I have ride. " I'm of the belief both are viable for trading/investing (I don't use OCAT as a benchmark for comparing other investments like tons of people here do). It's clear that many people are "stuck" in OCAT and are very defensive towards there position, hence an investment in any other company appears to threaten them. Look at Sheik, who bashes every stock mentioned on this board besides OCAT. Very revealing IMO. First of all, this message board has an Ignore feature for blocking out posters who don't fit your view of reality. Why don't you use it? "Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these:"I thought Jeff makes perfect sense. Comparisons, even at the gut level are as relevant as other data points. A lot of people use these boards for sentiment analysis which gives clues as to how people will be placing their bets in the market. You say you want differences in science, management, financials, etc., that can be useful, but only up to a point as we saw recently on the ATHX board (there I go comparing things again). There were countless stories floated about the science (those rats did great), management (Gil seems so excited and confident), financials (it must be good because they haven't done a raise prior to results), etc. Where did that get anyone? You then go on to slam my comments on STEM and other 2nd tier stem cell stocks. I stand by those comments. The recent performance of stem cell stocks has been awful, do you want to refute that assertion? Whether you are looking at the science (failing endpoints, dressing up the data to look better than it is), or financials (massive dilutions), many of these stocks are un-investable at the moment. You might get lucky with a quick flip, but in most cases that is what it will be, luck. I also believe that we will (are) seeing a split of this space into the top tier stocks and the also rans. Who will be in the top tier? IMO, at the moment, it seems to be Mesoblast, BTX and OCAT, though this is an ongoing race and they could all stumble. I think we are seeing big question marks over the science for some of the others, and their financials are (will) suffer as a result. I am not as jaundiced on the OCAT stock price as you. My average is 7.30. It could stumble as it has before, which would not be a total surprise. This quarter will hopefully provide insights as we get partnerships and start PII. I am continually on the lookout for other stocks and have quite a few outside this sector. Many of the stocks in this sector are worthy of skepticism, if not all of them including OCAT. I frankly would like to see more of it. Rather than coming up with feel good stories about how a stock is going to be a slam dunk, we should be looking for reasons why things might fall apart and blow a hole in peoples accounts. OCAT has been the subject of skepticism and frustration for a long time, I think we are now seeing the skepticism level rise for many of the other stocks on this forum.
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Post by RLC on Apr 25, 2015 0:13:39 GMT
Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these: -"to think some on this board actually thought it (STEM) was a better play than OCAT not too long ago. Has to make one feel good about OCAT especially the way the SP has steadily risen lately." -"I would invest in OCAT any day other than STEM. Look at the charts. 1yr, 3yr,and 5 yr." -"I tend to agree with you. Most of the stocks in the stem cell sector are quite awful and like a bad wine are not improving with age. IMHO we can add STEM to the list of un-investable rotting fish heads like CUR, ATHX and NBS. I think it is wise to invest in quality, which in this sector IMHO is OCAT. Even with OCAT I am not adding to my bet. Today's close puts me over break even (7.30) and I am content to let what I have ride. " I'm of the belief both are viable for trading/investing (I don't use OCAT as a benchmark for comparing other investments like tons of people here do). It's clear that many people are "stuck" in OCAT and are very defensive towards there position, hence an investment in any other company appears to threaten them. Look at Sheik, who bashes every stock mentioned on this board besides OCAT. Very revealing IMO. First of all, this message board has an Ignore feature for blocking out posters who don't fit your view of reality. Why don't you use it? "Not really making sense Jeff. Of course it's understandable to compare companies from a logical perspective (looking at differences in science, management, financials, etc.). That's not what I'm referencing and very few here seem to do that. What I'm talking about are immature, merit-less statements such as these:"I thought Jeff makes perfect sense. Comparisons, even at the gut level are as relevant as other data points. A lot of people use these boards for sentiment analysis which gives clues as to how people will be placing their bets in the market. You say you want differences in science, management, financials, etc., that can be useful, but only up to a point as we saw recently on the ATHX board (there I go comparing things again). There were countless stories floated about the science (those rats did great), management (Gil seems so excited and confident), financials (it must be good because they haven't done a raise prior to results), etc. Where did that get anyone? You then go on to slam my comments on STEM and other 2nd tier stem cell stocks. I stand by those comments. The recent performance of stem cell stocks has been awful, do you want to refute that assertion? Whether you are looking at the science (failing endpoints, dressing up the data to look better than it is), or financials (massive dilutions), many of these stocks are un-investable at the moment. You might get lucky with a quick flip, but in most cases that is what it will be, luck. I also believe that we will (are) seeing a split of this space into the top tier stocks and the also rans. Who will be in the top tier? IMO, at the moment, it seems to be Mesoblast, BTX and OCAT, though this is an ongoing race and they could all stumble. I think we are seeing big question marks over the science for some of the others, and their financials are (will) suffer as a result. I am not as jaundiced on the OCAT stock price as you. My average is 7.30. It could stumble as it has before, which would not be a total surprise. This quarter will hopefully provide insights as we get partnerships and start PII. I am continually on the lookout for other stocks and have quite a few outside this sector. Many of the stocks in this sector are worthy of skepticism, if not all of them including OCAT. I frankly would like to see more of it. Rather than coming up with feel good stories about how a stock is going to be a slam dunk, we should be looking for reasons why things might fall apart and blow a hole in peoples accounts. OCAT has been the subject of skepticism and frustration for a long time, I think we are now seeing the skepticism level rise for many of the other stocks on this forum. I guess it's subjective whether comparison's that end with "just because" are of real value. An area we'll have to agree to disagree on. Congrats for being right about ATHX.
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