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Profile for DewDiligence_on_SI
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Date Joined Dec 26 2004 User Level
Posts 5543 Boards Moderated0
PeopleMarks 56 Bans Issued 0
Ignored By 15 Bans Received 0

Personal Information
Occupation/Title: Professional investor; former software engineer, editor, and tournament backgammon player.
Location: Boston area
College: MIT
Degree: Math
Favorite Stocks: Please see iHub profile
Investment Style: Please see iHub profile
Interests and Hobbies: Please see iHub profile
Quote: The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!
Additional Info: Please see iHub profile
25 Most Recent SubjectsLast PostPosts
Big Dog's Boom Boom RoomMonday 254
Unquoted BiotechsMonday 11
Biotech Valuationlast Thursday 1,311
ARIAD PharmaceuticalsMay 17 11
OncothyreonMay 9 1
biotech fireworksMay 9 163
Peregrine Pharmaceuticals, Inc.( PPHM)May 2 6
Regeneron PharmaceuticalsMay 2 87
biotech firesalesApril 18 189
2013 Biotech Charity Contest April 18 8
Intel Corporation (INTC)April 16 8
Munch-a-Biotech TodayApril 11 135
The Brazil Board March 20 108
Incyte Pharmaceuticals (INCY)March 2 29
HEB, Hemispherx Biopharma (AMEX)NEWFebruary 12 5
Biotech NewsFebruary 10 67
Momenta Pharmaceuticals Inc.January 23 534
2012 Biotech Charity Contest 12/31/2012 7
Personalized Medicine: Molecular Dx 12/13/2012 8
Genomics...12/13/2012 3
Indications -- Cancer12/13/2012 65
Politics for Pros- moderated11/25/2012 307
Sequenom, Inc. (SQNM)11/13/2012 2
Indications -- Hepatitis11/13/2012 91
VVUS: VIVUS INC. (NASDAQ)11/6/2012 6
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Posts by DewDiligence_on_SI
MessageSubjectRecsPosted
The slowing growth in Brazil has lowered the Real relative to US Dollar, which hBig Dog's Boom Boom RoomMonday
Does anyone know why CLB was +6% today? Big Dog's Boom Boom RoomMonday
Sounds too good to be true. Looking forward to the phase-1 trial in a couple of Unquoted Biotechs1Monday
CLF's Algoma/Essar deal punches a pretty big hole in the bearish thesis for Big Dog's Boom Boom RoomMonday
The federal government's involvement in the management of VALE is not all baBig Dog's Boom Boom RoomMonday
I wouldn't characterize CLF and VALE as safe; however, they have a lot of upBig Dog's Boom Boom RoomMonday
My top picks for long-term buy & hold (includes HES and RDS-A, with referencBig Dog's Boom Boom RoomSunday
Understood; I just think the article header: Researchers develop easy and effectBiotech Valuationlast Thursday
UC Berkeley’s PR (especially the header) is unduly promotional, IMO. The probabiBiotech Valuationlast Thursday
The quiz answer is BSX's Taxus. Biotech ValuationMay 21
Good guess, but even Nexium didn't do $2.2B in its first year on the market.Biotech ValuationMay 21
Generic Lovenox did about $1B in its first year—most ever for a generic. Biotech ValuationMay 21
Not Copaxone. Idit is barred from answering because she's the undisputed quiBiotech ValuationMay 21
I'm not going to cheat by Google. By all means, use Google—that's not coBiotech ValuationMay 21
With that kind of pace, it looks like [Tecfidera] could approach $2 billion in Biotech ValuationMay 21
ARIA does conform to one of my rules. The iHub board refers to Berger by his fiARIAD PharmaceuticalsMay 17
As was discussed on iHub, this trial was not blinded, and it would be all but imBiotech ValuationMay 17
LOL at the way ONTY tried to bury the clinical failure in the middle of the 1Q13Oncothyreon2May 9
XOMA +25% — I guess it really was a good CC yesterday :-) Comments on the CC (bBiotech ValuationMay 9
XOMA +25% on excellent 1Q13 CC and sell-side upgrade: investorshub.advfn.combiotech fireworksMay 9
Very good CC by XOMA today, IMO. Unusual level of detail on planned, completed, Biotech ValuationMay 8
Why haven't they gone after Feurstein and Dew Diligence who are much more viPeregrine Pharmaceuticals, Inc.( PPHM)May 2
Jim, the AGN drug that was in the news yesterday, AGN-150998, inhibits VEGF onlyRegeneron Pharmaceuticals1May 2
REGN pop due to AGN's bad news re DARPin program in wet AMD. biotech fireworksMay 1
Musings on AGN’s woes today: investorshub.advfn.com  Genisi (a/k/a idos Regeneron PharmaceuticalsMay 1
PBR—Real headline that looked like a typo: investorshub.advfn.com  Big Dog's Boom Boom Room1April 29
Pork was considered red meat, according to the Reuters write-up on the study. Biotech ValuationApril 24
CLB Reports Record 1Q13 Results(PR with my annotations): investorshub.advfn.comBig Dog's Boom Boom Room1April 19
WSJ on the incessant delays of the Kashagan Caspian Sea project: investorshub.aBig Dog's Boom Boom RoomApril 19
Microcap RAFA +47%, presumably on killing of ABT-Petrovax deal: investorshub.adbiotech fireworksApril 19
The Androxal dataset has more holes than Swiss cheese. I challenge anyone to lisBiotech ValuationApril 18
EXAS -27% on tepid (although technically successful) DeeP-C results: investorshbiotech firesalesApril 18
EXAS sell-off hurts, but fortunately I had only a 5% weighting. Musings on the r2013 Biotech Charity Contest April 18
You can skip the signup stuff by listening here: earningscast.com  Intel Corporation (INTC)April 16
ACAD's late-2014 timing for the NDA submission is due to CMC issues. Clear fBiotech ValuationApril 11
Comments I posted on the INTC board on iHub: investorshub.advfn.com  FeIntel Corporation (INTC)April 11
Table of Recent Biotech Buyouts and Premiums (updated for revised VRX-OMPI): inMunch-a-Biotech Today1April 11
CMRX +34% on first day of trading: investorshub.advfn.com   biotech fireworksApril 11
Not sure what you're disagreeing with. In the iHub post I linked to, I notedARIAD PharmaceuticalsApril 5
I wonder what the 'contradictions' were from his perspective.Here's ARIAD PharmaceuticalsApril 4
Factoid: The world has 89 LNG liquefaction facilities in 25 countries. (Source: Big Dog's Boom Boom Room1March 24
Lots and lots of trials without a single randomized one with statistically signBiotech ValuationMarch 24
The counter-argument is that advisory panels are the only time investors get to Biotech ValuationMarch 21
Discussion of iron-ore pricing from standpoint of CLF is relevant to VALE too: The Brazil Board March 20
What happens to the open contracts on FDA approval of generic Copaxone? Biotech ValuationMarch 11
Exercising options and selling is still selling. Incyte Pharmaceuticals (INCY)March 2
Five INCY insiders sold an aggregate $8.5M of stock during the past couple of weIncyte Pharmaceuticals (INCY)March 2
I'd like to know who on this board thinks Shell is all done with the Arctic,Big Dog's Boom Boom Room1February 28
You might’ve had better results if you had incorporated Yogi Berra’s wisdom intoBiotech Valuation1February 21
Woodcock is sort of playing word games. She means a large phase-1b/2a trial, notARIAD Pharmaceuticals2February 21
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