HEB

[robt]

It is certainly looking bearish out there.

In addition to HEB, I'm aggressively moving to cash (except for 3SOF picks and shorts). Will you be giving general advice about the bear market in any thread?

I hope fellow members will share their views of the market shift in the "Market Talk" thread I started today:

http://www.3stocksonfire.org/trading/index.php?topic=3036.0

Late addition: Ampligen, the candidate for bird flu treatment, has been around for quite some time, dubbed by the Wall St Journal as "a treatment in search of a disease." It's been the center of a great deal of controversy, lawsuits, accusations of illegal short selling and counter-charges of fraudulent p & d.

It's all very complex, too complex for anyone to draw a valid conclusion, in my opinion. So perhaps it's best to view this as a simple trade on speculation, as David has presented it. At the same time, those who may be tempted to go beyond the simple trade David recommends should verse themselves thoroughly in Ampligen's checkered history. There is a rich archive of "pro" and "con" data at the National CFIDS Organization's website, including testimony of CFIDS patients who have participated in trials.

http://www.cfs-news.org/ampligen.htm

Even if I weren't planning a buy tomorrow, I'd still find this fascinating reading. Several dead links there, though, as this is an old page -- Ampligen has been around for a very long time.

Another link I'd recommend, very negative:

http://www.ncf-net.org/forum/ampligeninPink.htm

Its use for AIDS and CFIDS is permitted only in Canada at this time, and in Hemispherx's continuing trials.

One final link. This one could be viewed as positive or negative; its a letter from the FDA demanding that HEB alter its website. The information they were required to delete, if factual, is very positive

http://www.fda.gov/cder/warn/oct98/7146.pdf

I'll also add here that Hemispherx Biopharma, Inc.'s Corporate Governance Quotient as of 3-Oct-05 is better than 94.4% of CGQ Universe companies [that means compared to all rated companies] and 85.7% of Pharmaceuticals & Biotechnology companies.

Not an infallible indicator, but reassuring nonetheless.

[Se7en]

What about NVAX David?

[David Randolph]

I'll buy that too, let me write a recommendation 

[Ramsburg]

Bought HEB @ $2.27 for the 3 Stocks On Fire Portfolio.

[LiveLife]

Another good call.  Bought @ $2.14 on morning dip (I was shooting for the $2.04 bottom, but it  moved up too fast).

Thanks guys!

[LiveLife]

Here's more news update on Avian bird flu:

http://news.yahoo.com/s/ap/20051006/ap_on_he_me/us_avian_flu;_ylt=Ah0JuKdkNWCP6.4LaA3j5iCs0NUE;_ylu=X3oDMTA3czJjNGZoBHNlYwM3NTE-

[LiveLife]

New 52 week high intraday!

[ehos]

Broke 2.40 but didn't hold midday.

And just found Insiders BUYING   Always good news.

ALSO, Liability protection for any compnay and GAURENTEED cash stream for any company developing Avian Flu vaccine.  Bill in 'holding' pattern (Sen. Gregg). 

But considering what Bush recently said, the passing of the bill could be very huge for any company involved with Bird Flu vaccines.

[LiveLife]

October 6, 2005

By Val Brickates Kennedy, MarketWatch

Meanwhile, the U.S. government is stockpiling vast amounts of antiviral medications to treat the flu, particularly Glaxo's Relenza and Roche's Tamiflu. In addition, the Senate recently approved a measure to add $4 billion to the budget for the purchase of vaccines and medicines to treat avian flu.

The connection:

"Another name to consider is Hemispherx Biopharma (HEB). Roche is the big name in the space with its Tamiflu vaccine. However, HEB recently announced that an independent preclinical study showed that the co's Ampligen vaccine enhances the effectiveness of Tamiflu against the Avian flu. HEB recently increased the capacity of its facility in NJ to manufacture Ampligen."

[David Randolph]

Thanks for posting interesting info Live Life 

The good thing about this speculation on the Avian Flu possible pandemic (I hope nothing happens) is that the talk has gone to such an high level that it doesn't matter if the Flu indeed happens or not, governments and individuals around the world will be looking to buy a lot of these vaccines and antidotes in the coming months. Just in case.

I've read in an article France and the UK have medicine for 25% of their population. The US has only 1% and the Southeast Asia countries have even less than that but are doing whatever they can to build stockpiles (that's part of the reason why SVA is such an attractive investment).

Pressure will mount on the FDA to approve Ampligen for commercial purposes, fast. Nobody would excuse the FDA not to do that if the pandemic really gets going. The risk is too high now, I'm sure Ampligen will be approved soon and that will make the shares sky rocket !

Recent buying from insiders and the company increasing production capacity tells me the thing is just about to happen.

So I'll continue holding HEB.

[diveman1224]

read about this, looks like it made its move already, too late

[LiveLife]

Here's a comprehensive article link on Avian bird flu by TIME ASIA.  It talks about the potential deaths (millions to billions) if the virus mutates:

http://www.time.com/time/asia/magazine/printout/0,13675,501050926-1106457,00.html

[ehos]

Tell that to David.   

[danman3459]

Falling like a rock.

Buy more or sell?

[poorman1]

IMO  These stocks (HEB, VICL, NVAX and SVA) are in the infant stage of a mania.  Scientists, health officials and world leaders.  I can't watch CNN or MSNBC for 30 minutes at night without mention of the Bird Flu.

If the major vaccine pharma companies keep getting huge orders, then some of the backlog will spill over to micro-companies (possibly).

I am confident that Bush's meeting with top vaccine producers will be a catalyst for additional mania in the investment community.  I am long and strong on this group, until proved otherwise.  Reminds me of nano-tech rally of December 2003, when $4 Billion bill passed for nano-tech research funding.

Just my take on things,
poorman1