Jump to content

jsr

Members
  • Content Count

    412
  • Joined

  • Last visited

Everything posted by jsr

  1. jsr

    Nanoviricides / NNVC

    Did a little digging around on ADVFN iHUB - http://investorshub.advfn.com/boards/read_...age_id=56763327 Patrick Cox: NanoViricides Demonstrates 15X Killing Power of Market-leading Flu Drug This is huge, folks. In a rational world, the FDA would simply approve FluCide, the leading anti-influenza drug by NanoViricides, Inc. ( OTCBB: NNVC) right now and rush it to market. Further results of a third-party validation were made public Monday morning. They are stunning. Because they are written in "science speak," it may not be immediately obvious. Previously, I've reported that new tests of NanoViricides' tweaked nanotech FluCide therapy had vastly increased the survival rate of mice given lethal infections of influenza. Roche's Tamiflu, the market leader, increased life spans to an average of 7.8 days. NanoViricides' FluCide increased it to 18.1 days. The new information, however, confirms that FluCide works by killing viruses. Obviously, this is important because it reduces the stress that viruses put on the body. TamiFlu only halved the viral load. FluCide killed 15 times the viruses. This is critical because it means that you could kill more simply by increasing the dose of FluCide in the initial treatment or in subsequent doses. FluCide is, in fact, a cure for influenza. Think about what this means. TamiFlu's sales have gone down somewhat recently as certain viruses have developed immunities and concern about side effects has grown. Still, however, Roche's sales of the drug this year are estimated at 1 billion Swiss Francs, which translates roughly into US$1 billion. Let me review some of the high points of what makes NanoViricides' technology so uniquely amazing. First, these nano-sized particles do not act inside the cell and are not metabolized by the liver, which is the process that produces most of the unexpected side effects that derail promising drugs. Even in massive doses, they have never produced side effects. This is because they are not drugs in the classical sense. They are a fusion of polymer nanoparticles with organic ligands. These ligands, found via in silico supercomputer 3D simulation, imitate the cellular locks that viruses have keys for. Viruses that encounter these nano/bio machines "think" they have found a cell and attack them. They enter these nanoparticles and then, they are harmlessly dismantled and disposed of. Normally, a drug winding its way to market has one huge cloud casting doubt on its future. It is the consequences of human testing. Dr. Joseph Kim, the brilliant CEO of DNA vaccine company Inovio Pharmaceuticals (AMEX: INO) once told me a great biotech saying: Rats lie. Monkeys exaggerate. This is true because most drugs interact with the entire human metabolism, which is vastly more complicated than most animals' metabolisms. Most people don't know it, but we've cured cancer completely in many of the animals used for medical tests. Those cures, however, have produced unexpected side effects in humans and are therefore unusable. NanoViricides' technology doesn't interact with the metabolism. It doesn't enter human cells, which is why it may not work on the few virus that can hide in cells, such as hepatitis C. It is a tiny quasi-robot that fights one-on-one with viruses no matter where it encounters them. If it works in a test tube full of infected blood, and it does, it will work in a blood vessel. It is a true revolution in medicine that will be memorialized in medical texts just as Edward Jenner's discovery of vaccinations is today. Am I saying I have a crystal ball and can tell you nothing will go wrong with this technology? Well, obviously I would be a liar if I were. Still, this is as close to a grossly-underpriced sure thing as I have ever seen. I have a few more pressing items on NanoViricides. One is that the FDA's approval bar for TamiFlu was very low. If you feel like doing a little data mining to convince yourself this is true, go to the FDA's Website. Type Tamiflu in the search field and then click on the top drug type, "capsule." If you dig around, you can access all the approval letters and internal FDA memos for approved drugs. They tell you a lot about the types of clinical and animal testing requirements that the FDA has for particular kinds of drug. If you look at Tamiflu, using the link I included above, you find that Roche did 2 pivotal studies during flu season, one in the US (374 subjects) and one in South America (475 subjects) using people 18-65 years old. They did smaller studies later to increase the age range and look at high-risk group such as those suffering from chronic cardiac or pulmonary disease. They weren't asked to repeat any clinical studies, however. They also performed about 15 studies in mice and rats. Various FDA memos describe the criteria they used to grant approval. The point, however, is that that Tamiflu only reduced the duration of influenza by 1.3 days, but the FDA still approved it. This is a very low bar and it bodes well for NanoViricides' FluCide. It's possible, of course, that Roche could pressure the FDA to delay approval of FluCide, but another influenza epidemic is inevitable and NanoViricides is going to step up to the plate when it comes. Anybody who blocks them will have a big public relations Problem. Dengue Serotypes that Cause Hemorrhagic Fever Found in Florida The first case of "locally acquired" dengue has appeared an hour and a half east of me, in Miami. That means that mosquitoes carrying the dengue virus are breeding in the verdant South Florida wetlands. This is going to be a problem and NanoViricides has the cure. Remember, the mortality rate of reinfection from one of the other three dengue serotypes produces hemorrhagic fever with a 20 percent mortality rate. We know, in fact, that these other strains have already popped up in Florida. Let me extract part of the Palm Beach Post story I've linked above. "'This is a big deal,' said Lillian Rivera, administrator of the Miami-Dade Health Department. "'We have not had a locally acquired case of dengue fever since the 1950s,' said Dr. Fermin Leguen, the department's chief epidemiologist. "The victim, described only as a man who had not traveled outside Miami-Dade County for more than two weeks, was briefly hospitalized but has fully recovered, Rivera said. His case was confirmed by laboratory tests. "Health officials said they don't know where the man acquired the disease. It was a different strain from the one that has caused 57 locally acquired cases in Key West and one in Broward County." So we have multiple strains breeding in Florida. Storms blow mosquitoes around down here like living clouds. Dengue hemorrhagic fever is coming. NanoViricides already has the cure.
  2. Hi perishabull ... Did your system give a signal for GDXJ today? Or any other stocks for that matter ... Cheers
  3. jsr

    GOLD

    Gold broke 1350! Not happy .
  4. jsr

    GOLD

    Interesting GLD price action ... de ja vu?
  5. jsr

    Gold One (ASX:GDO)

    Wage strike 1st Quarter.
  6. jsr

    Gold One (ASX:GDO)

    They got 62 million convertible debt, so add that to the market cap. They still look on the cheapish side ...
  7. jsr

    GOLD

    It hit the 144 Day moving average. Money is also flowing out of stocks, so thats pushing the dollar up I guess.
  8. jsr

    GOLD

    SPX pierced 1300 today too!
  9. jsr

    GOLD

    I took a small nibble at the close. If we get a hammer bottom tomorrow, I'll be satisfied it's THE bottom!
  10. jsr

    GOLD

    Only a couple of dollars away from the 144d ma !
  11. Some significant developments ... http://finance.yahoo.com/news/European-Ban...ml?x=0&.v=1
  12. Initial resource estimate should be posted any day now ....
  13. Recent interview with CEO Dino Titario. Try to listen to what Dino has to say, instead of just looking at Sandra
  14. I recently brought this one, and here's why ... Carpathian Gold is a near term production company, with two main projects, Riachos Dos Machados (RVM), and the Rovina Valley Project (RVP). Firstly, a little about the projects - RDM is a past producing mine in Brazil, capable of production of 100,000 ounces Gold per annum, with projected cash costs of $428/ounce according to their preliminary economic assessment. On top of this, the mine has 812,000 ounces in the measured and indicated category and growing. Now get this, the mine is yet to have results of it’s full feasability study, but they look to have secured all the funding they need to put the mine into production. They recently engaged in a $51.6 million brought deal financing with an investment sydicate between Cormarck, Canaccord, Hayward, and Jennings Capital. Essentially, this means some well known institutions have actually gone long on Carpathian’s shares. As well as this, they have arranged a $30 million gold stream financing deal, of which $7.5 million already received, and a $75 million financing facility with the Macquarie Bank. The last, is a $$22 million financing from CAT, for equipment. Now, all this financing does have some conditions, such as a put/call collar structure for a proportion of gold produced (I will update the structure when the deal becomes more apparant), and the completion of a feasability study, which I do not see any issues with, given this is a past producing mine. http://www.carpathiangold.com/site06/Default.aspx?tabid=226 RVP is a larger project in Romania which has 759 million lb copper deposit, and 3.07 million ounces of gold, both in the measured and indicated categories. Combined, this is a gold equivalent of 5.23 million ounces. The PEA suggests costs of $379 per ounce gold, with copper as a by-product. Value Now, say for instance management were to dump the RVP project (which they won’t), I think it would fetch between $129-155 million on the market, perhaps more if the buyer was enthusiastic of their inferred mineral category. The company has a market cap of $240 million (428m share fully diluted @ 56 cents). Now for argument sake, lets give RVP a half way value of $140 million. This means you are only paying $100 million for a company projected to produce 100,000 ounces per year. Plus two Hungarian exploration properties thrown in free! Or to value another way, $44 per gold equivalent ounce. For small cap producers, $150 per ounces is more reasonably sounding. I recently brought a half position in Carpathian at 56 cents. The reason being I wasn’t sure if the market would pull back or head higher. Either way, it’s a hedge if it goes higher, and I’ll buy more if it pulls back. PS - Visit my blog for future coverage and other gold stocks.
  15. jsr

    Axmin

    Sierra Leone and C.A.R? Are these places safe to do business now?
  16. jsr

    Nanoviricides / NNVC

    Thanks for that educated view D.S. Dr SEYMOUR sold (disposed?) 2.5m of his 6m holding a few weeks ago. http://holdings.nasdaq.com/asp/Form4.asp?F...mbol=NNVC#codes Although these shares were NOT sold on the open market ... So maybe to his wife or kids? However, I would still like to know the full details of this transaction. A director reporting disposition of nearly half his holdings should raise some concerns!
  17. jsr

    Nanoviricides / NNVC

    You will have to excuse my pharma ignorance. Their drugs have shown to be more effective in animal studies than other stuff, for example tamiflu. What do you foresee will go wrong in human trials? What is different in human biology, to mice? As for your friend, I would be interested to hear why he thinks Nano's Dengue drug will fail. As I said, excuse my pharma ignorance, this is a subject I have near no knowledge about.
  18. jsr

    Nanoviricides / NNVC

    It doesn't feel like this stock is doing much, but interestingly, it is in a very volatile uptrend if you look on a long term chart. Doctor Solar, are you of a medical/pharmaceuitcal background by any chance?
  19. jsr

    mining shares as the boat left

    As long as you pick companies that look cheap, or fair value, with lots of upside potential, I do not think you can go too wrong. Avoid stuff which relies too heavily on share dillution to fund operations, as these get devasted in a downturn. Which means most Junior explorer's are a bad idea. FWIW, I think it is highly unlikely we will experience anything like 2008 for the remainder of the gold bull market. All the weak hands are gone. My favourite company right now is Carpathian Gold (CPN.to). There's a review of it on my blog.
  20. Dude, I've missed some of the best opportunites waiting for a pull back. If it looks cheap already, take it.
  21. Yep, until we get $100 per share, or until we find their drugs don't actually work, whichever first. I wish there wasn't so much pumping of this one, coz that just leads to dumping. It's nice to find stocks like Carpathian, which have next to no following at all.
  22. jsr

    Exeter Resources / XRC.t

    Has anyone considered Northern Dynasty (NDM.to)? They look even cheaper than Exeter on a resource base. Their deposit is huge. I calculate 130.7M ounce Au equivalent (261.5M in total, it's a 50/50 venture). Whereas Exeter is 36M ounce Au equivalent. Given there Market Caps, XRC = $16 per Au eq ounce, NDM = $6.67 per Au eq ounce. Both at similar stages of development. NDM has the advantage of their partner funding all the development, so minimal share dilution, if any.
  23. Thanks for the kind words. I really am lazy at documenting my research, so I thought if I stick it all in a blog, others can view and comment, which hopefully should provide some encouragement. Plus I reckon I can give some of these newsletter writers a run for their money!
  24. jsr

    Nanoviricides / NNVC

    Cox's pumping will wane. We need to see institutional buying. i.e the type where it rallies on no news and pumpers newsletters! Now, do I buy some more to establish a trading position??
  25. jsr

    Nanoviricides / NNVC

    He's already punped this before, hasn't he?
×