Simon R. asks, "What do you know about TG Therapeutics?" Not much, except the bulletin board stock has generated some Twitter buzz over its PI13K delta inhibitor TGR-1202. Investors have fallen in love with companies developing PI13K inhibitors for various blood-related cancer and inflammatory diseases.
@MarvinOLicious tweets, "Do you think $IMUC is hiding something by reporting that of the 278 patients, only 124 qualified to be randomized?" ImmunoCellular Therapeutics isn't hiding anything but it's silly to talk about 278 patients "enrolled" when, as you said, only 124 were actually randomized into the phase II study of its brain tumor vaccine ICT-107. The 278 patients represent the total number screened for entry into the trial. Of that, 124 patients were accepted and randomized to ICT-107 or placebo. More than half of screened patients were excluded from the trial because they lacked specific antigens deemed favorable to ICT-107 vaccine. ImmunoCellular enrolled 124 patients, not 278. Saying otherwise just creates unnecessary confusion. Interim results from the study are expected by the middle of the year, with final results at year's end.
@Ultimate_disc tweets, "I can't believe you haven't opined on $OSIR." Osiris Therapeutics! My favorite stem-cell stock. Let's see, Osiris reported 2012 product revenue of $7.8 million, which means the stock trades at a trailing price-to-enterprise value ratio of 25. Over-valued! Care to look ahead? Okay, let's say Osiris does $30 million in revenue from its stem-cell band-aid products this year (it won't, but bulls can dream.) At the current stock price, Osiris will trade at almost seven times sales. Still over-valued. Osiris claims it can generate $75-$130 million in annual sales from its stem-cell band-aids (When? The company doesn't say.) Sales in the fourth quarter were $2.9 million. Call me unconvinced. Remember Prochymal, heralded by Osiris as the "WORLD'S FIRST APPROVED STEM CELL THERAPY!!!!?" Sales since approval in Canada and New Zealand last year: Zero. Plans to seek U.S. approval? On hold. Partners? None. I'm still waiting for Osiris to answer the questions about missing data from its Prochymal cardiac trial. Osiris shares rallied on Wednesday's fourth-quarter financials, which reminds us all that CEO Randy Mills is really just a caretaker for a group of Swiss investors who control most of the shares. How do I know this? Mills admitted it last year!
Conny is mad, reasons unknown. "Why don't you go back to school or try to get an internship somewhere and forget about trying to be an analyst. You obviously are not qualified to do that. And I'm sorry to say you're not a journalist either. Maybe a McDonalds franchise at a busy train station might be the right thing for you. Think about your future. Stay away from the internet and try to put some meaning into your life." -- Reported by Adam Feuerstein in Boston.