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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Anthony@Pacific who wrote (85691)9/11/2003 1:37:41 PM
From: Anthony@Pacific  Read Replies (1) of 122087
 
Sept 10,2001 ( cont )

[23:12] moekas >> T, u won 64k in Vegas?
[23:12] anthony >> yes moek
[23:12] moekas >> nice work!
[23:12] anthony >> it was amazing
[23:12] moekas >> what casino?
[23:12] anthony >> paris
[23:12] d2 >> AK has their new financing in place apparently around Sept 15th > CSFSB 120 million revolving credit
[23:12] mweka >> that's all? ;)
[23:13] +pluvia >> 6 playing what?
[23:13] moekas >> hahah, good....i hate those guys
[23:13] anthony >> blackjack
[23:13] +pluvia >> 6 nice
[23:13] mweka >> counting cards?
[23:13] anthony >> i win 80-0 bucks
[23:13] anthony >> 1100 bucks
[23:13] anthony >> but never this kind of cash
[23:13] moekas >> they offer u a return trip?
[23:13] anthony >> this trip was free
[23:13] anthony >> im already on their invite and rape list
[23:13] moekas >> best feeling, eh? winning and still getting everything comp't
[23:14] anthony >> dude ui paid the markers and boogied home
[23:14] anthony >> still have 10K in chips
[23:14] mweka >> Our primary development project involves GYNECARE INTERGEL Solution and its potential application in reducing the incidence of postsurgical adhesions. Several companies are pursuing anti-adhesion product develop
[23:14] moekas >> hahah, send'em my way......i'll either give u 50k or 0
[23:15] +pluvia >> 6 nice work mw
[23:15] mweka >> ty
[23:15] anthony >> what a deal moek..how long did it take ya to come up with such a generous offer and how many approvals did ya have to get to make such an offer
[23:15] mweka >> I can ask ALLP - I am meeting with them this week on something else
[23:16] steveh >> I'm working on a quick report on LCBM and their PMA aamendment claims. I should be able to post it here in about 15 minutes.
[23:16] anthony >> mweka do please
[23:16] +pluvia >> 6 mw that in their risk factors from prospectus?
[23:16] +pluvia >> 6 kewl steve
[23:16] anthony >> gotta be in their K
[23:16] mweka >> correctamundo
[23:16] anthony >> see i know a thing or two
[23:17] +pluvia >> 6 it would be in both
[23:17] anthony >> mainly things
[23:17] anthony >> dont know many twos
[23:17] +pluvia >> 6 but prospectus is much more current
[23:17] mweka >> was from prospectus
[23:17] anthony >> prospectus for the filing?
[23:17] +pluvia >> 6 si
[23:18] anthony >> they hid that shit from the q's
[23:18] moekas >> tony, why did u keep 10k in chipw
[23:18] anthony >> they hide that shit from the q's
[23:18] anthony >> moek..it was in my pocket and i forgot i had taken my marker off table
[23:18] anthony >> so i didnt lose it
[23:19] Kris >> Tony...how many shares you see short on LCBM ? tia
[23:19] anthony >> legs were numb
[23:19] anthony >> kris about 20
[23:19] anthony >> will round up to 100 in the next week
[23:19] mweka >> Since June 1998, our exclusive worldwide marketing partner, GYNECARE, the womens healthcare division of ETHICON, INC., a Johnson & Johnson Company, has been marketing GYNECARE INTERGEL Solution in Europe.
[23:20] mweka >> JNJ would be a good call
[23:20] anthony >> and
[23:20] anthony >> 4 EUROPEAN 7 SALES 3 S U C K
[23:20] +pluvia >> 6 hmm pretty colors
[23:21] Kris >> The speculation has been fueled in part by KJR radio personalities Dave "The Groz" Grosby and Mike "The Gasman" Gastineau, who have been dropping thinly veiled hints on the air in recent weeks about the possibilit
[23:21] Kris >> this rumor is all over the radio...no wonder it ran up 3 pts
[23:21] mweka >> Hyaluronan product sales for the current quarter increased $270,000 as compared to the same quarter of last fiscal year. The sales increase was from higher veterinary and orthopedic bone-regeneration hyaluronan
[23:22] +pluvia >> 6 allp.com
[23:22] +pluvia >> 6 shows a competitors product
[23:22] anthony >> allp i know it well
[23:22] mweka >> Consolidated gross margin increased to 49% for the current quarter from 37% for the same quarter of last fiscal year. The gross margin for the Hyaluronan Division increased to 29% from 2% due to absorption of un
[23:22] +pluvia >> 6 allp.com
[23:23] Kris >> Tony....NO....how many shares do you SEE short....my 2 sources only show about 27K as of Aug.15...not very many????
[23:23] mweka >> I wonder what Flogel's efficacy is
[23:24] anthony >> its approved right?
[23:24] anthony >> flogel?
[23:24] +pluvia >> 6 second competitor is ANIK
[23:25] +pluvia >> 6 anikatherapeutics.com
[23:25] +pluvia >> 6 see incert
[23:25] anthony >> sHORT IN lcbm IS 27k
[23:25] anthony >> but its a tough borroiw
[23:26] mweka >> 10mm mkt cap ANIK
[23:26] mweka >> ALLP 50mm mkt cap
[23:26] anthony >> is FLO gel approved for sale?
[23:26] mweka >> LCBM 133mm mkt cap
[23:26] anthony >> I think LCBM is a solid turd
[23:27] anthony >> if you get me the products currentlky available and their efficay..I can blast LCBM into the Indian Ocean
[23:27] mweka >> does not appear so (being sold)
[23:28] anthony >> get me current sales figures..current efficay of " approved gels" and I can send a scud into LCBM camp
[23:28] anthony >> 3 paragraph releadse
[23:28] anthony >> 3 paragraph release
[23:28] anthony >> using only facts
[23:28] anthony >> FDA will be an after thought
[23:28] anthony >> anyway
[23:29] anthony >> AK is the play
[23:29] mweka >> ANIKs product being tested (INCERT)
[23:29] anthony >> for those who want to roll the dice
[23:29] mweka >> 3:44:00 PM Jul-26 2001, 1 pages, Merrill Lynch, Analyst: K.Fawcett (
[23:29] anthony >> there has to be a gel out there that works
[23:29] mweka >> ACKERLEY GROUP:Little Light at the End of 2001 Tunnel
[23:30] anthony >> a gel that makes me less adhesive
[23:30] mweka >> anthonypacific.com
[23:30] anthony >> and more aggresive
[23:31] +pluvia >> 6 here's some interesting stuff
[23:31] +pluvia >> 6 securities.stanford.edu
[23:32] anthony >> MLPF&S and its affiliates may trade for their own accounts as
[23:34] anthony >> odd-lot dealer, market maker, block positioner, specialist and/or arbitrageur in any securities of this issuer(s) or in related investments, and may be on in any securities of this issuer(s) or in related inv
[23:34] anthony >> the opposite side of public orders.
[23:34] anthony >> the opposite side of public orders.
[23:34] anthony >> the opposite side of public orders.
[23:34] anthony >> the opposite side of public orders.
[23:34] anthony >> the opposite side of public orders.
[23:34] anthony >> the opposite side of public orders.
[23:34] anthony >> i think i rest my case
[23:36] anthony >> Francois Gaelo
[23:36] anthony >> geocities.com
[23:37] anthony >> is anyone there
[23:37] anthony >> or are we done
[23:37] zeez >> yes
[23:37] anthony >> if we be done
[23:38] Kris >> its been a slice...thnx good night
[23:38] anthony >> than i will say aurevoir
[23:38] zeez >> night all.
[23:38] anthony >> Night all
[23:38] deemo27 >> ill read the log, just got in
[23:38] deemo27 >> night
[23:38] anthony >> remember...lcbm is junk in a tube
[23:39] deemo27 >> its tattooed on my hands
[23:39] zeez >> but it may flail around for a while
[23:39] anthony >> tatoo it on yer forehead
[23:39] anthony >> scre wit
[23:39] zeez >> indeed. that is the general idea...
[23:39] anthony >> this aint aids or cancer
[23:39] anthony >> its adhesion with a nomina efficay if that
[23:40] anthony >> nominal
[23:40] anthony >> Good night felow friends
[23:40] anthony >> fellow
[23:40] zeez >> take care Tony and all...
[23:41] deemo27 >> see you gents in the am
[23:44] +Sword >> LCBM: anthonypacific.com
[23:44] steveh >> Tony, are you still here?
[23:44] steveh >> I'm getting ready to post my report
[23:45] steveh >> on LCBM
[23:45] anthony >> I agree 100% sword
[23:45] anthony >> thats my take also
[23:46] anthony >> approved with restrictions
[23:46] anthony >> stev do it
[23:46] anthony >> as a matter of a fact
[23:47] anthony >> the approval is basically done
[23:47] anthony >> the FDA agreed to let this panel make the call
[23:47] ned_flanders >> Sword educational analysis by your friend. thanks.
[23:47] anthony >> and as such they have to agree
[23:47] anthony >> It will not be turned down'
[23:48] anthony >> However if anything this only makes me happier
[23:48] anthony >> i need a good junkolla stock
[23:49] anthony >> LCBM <-------- will get approval..... That is what i have concluded earlier today( see logs )( albeit they are innacurate and subject to alteration )
[23:50] steveh >> OK here it comes in pieces
[23:50] steveh >> I've reviewed a couple of the LCBM documents regarding Intergel that were submitted to the FDA. Here is my interpretation of the bottom line.
[23:50] steveh >> As laid out in the letter to the FDA requesting a major amendement to their PMA, the original clinical protocol was designed to evaluate adnexal adhesions using the AFS (American Fertility Standard) scoring s
[23:50] anthony >> LCBM <------------- is still crap wrapped in wax paper
[23:51] steveh >> "Therefore, the sponsor proposes that the Primary endpoint for consideration of the effectiveness of INTERGEL@ Solution as determined in this pivotal trial be confined to adnexal adhesions utilizing the AFS a
[23:51] steveh >> In other words, can we change the primary endpoint even though the study is complete? Generally the FDA does not look to kindly on these types of approaches.
[23:52] steveh >> However, LCBM has a few things in their favor.
[23:52] steveh >> Point 1: Check out this footnote in the same document:
[23:52] anthony >> peppermint flavor gel
[23:52] steveh >> We note that none of the products approved by FDA as adjuncts intended to reduce and/or prevent surgical adhesions have relied upon clinical outcome data to establish effectiveness; rather, data on the inciden
[23:52] steveh >> How could this be? How could other products that presumably reduce adhesions not ahve to study the same thing?
[23:53] anthony >> superglue for all
[23:54] steveh >> Sorry, got booted
[23:54] steveh >> In my very very humble OPINION, either these products were approved before the FDA had strong concerns about actual adhesion utility in the long term (yes, that happens!), And/Or, these products were approved
[23:54] steveh >> I do find it odd that what appears to be an obvious barrier (non-gel) type adhesion reducer (Seprafilm) would not require an analysis of adhesion reduction.
[23:55] steveh >> Point 2:
[23:55] steveh >> The FDA requested that the Intent To Treat gourp (ITT) consider all lost follow up patients as failures. This results in the worst score possible in the AFS index which runs from 0 to 16. Note that the mean
[23:55] anthony >> email me the whole thing and ill send it or post it
[23:55] steveh >> that would be great.
[23:55] steveh >> This is kind of a pain.
[23:56] steveh >> If you don't think it's worth posting I understand.
[23:56] anthony >> no i do
[23:56] anthony >> thast why im tryin to make it easier for a
[23:56] anthony >> thast why im tryin to make it easier for ya
[23:56] ned_flanders >> Everything you always wanted to know about surgical adhesionshttp://www.adhesions.org/
[23:57] anthony >> home.mpinet.net
[23:58] anthony >> home.mpinet.net
[23:58] anthony >> home.mpinet.net
[23:58] anthony >> home.mpinet.net
[23:59] anthony >> dead fetus resulting from scar tisue home.mpinet.net ( not 4 the faint hearted )
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