Why Henry Niman peddling biotech all the time?
David G
Is it appropriate for him to be in this group pushing his favorite
sector all the time?
We need a list of people posting largely bogus messages just to make
money.
Henry L. Niman, Ph.D.
I would put your post in another category (as a shining example of exactly
how low this NG has sunk).
Henry N Fox Chapel
Ethan
Oh Henry, while posting your opinions about your favorite stock
(obviously Ligand) is fine, doncha think that it is a little annoying to
the rest of us to see 10 posts of recent news stories that you have cut
and paste. This is a forum for dicussing stocks. If everyone clipped
news stories and posted them can you imagine how cluttered this
newsgroup would be?? Just MHO.
ethan
Henry L. Niman, Ph.D.
Ethan <roc...@ix.netcom.com> wrote:
>> maso...@inlink.com (David G) wrote:
>> > Is it appropriate for him to be in this group pushing his favorite
>> >sector all the time?
>> > We need a list of people posting largely bogus messages just to make
>> >money.
>
g > example of exactly how low this NG has sunk).
>
>Oh Henry, while posting your opinions about your favorite stock
>(obviously Ligand) is fine, doncha think that it is a little annoying to
>the rest of us to see 10 posts of recent news stories that you have cut
>and paste. This is a forum for dicussing stocks. If everyone clipped
>news stories and posted them can you imagine how cluttered this
>newsgroup would be?? Just MHO.
>
>ethan
the impact or long term implications. Different sources take somewhat
different views and they also give an indication on the significance
of the story. In addition to the stories, I include implications, but
there seem to be many more lukers (based on E-Mail) than posters
(which may relect on the quality of the posts that are put up).
The number and quality of the Biotech posts (which are the only ones I
read) have taken a definite turn to the south. Most of the quality
posters have abandoned this forum, in large part because on the quality
and emphasis of the posts that do go up.
Henry N Fox Chapel
Arthur E. Ragosta
David G wrote:
>
> Is it appropriate for him to be in this group pushing his favorite
> sector all the time?
> We need a list of people posting largely bogus messages just to make
> money.
Well, he's not the only one. One difference is Henry's posts are not
"bogus" (where did you get YOUR biotech degree?). I won't defend the
frequency of Henry's posts, but I do appreciate him posting the info
(and, YES, I am long Ligand - I LIKE this stock). As for making money,
I post my favorites, too. I frequently post the info I have while
buying because I don't believe there are enough people reading this
newsgroup to make a difference and I appreciate several hot tips here
that have made ME money (if course you must screen the posts CAREFULLY),
so I am responding in kind.
Let's hope that Henry and everyone who has followed his advice makes
money! :-)
--
Arthur E. Ragosta
-----------------
He who walks the dark path.
Defender of the earth.
Beloved of Ra.
Thomas Wong
In article <32F229...@ix.netcom.com>, Ethan <roc...@ix.netcom.com> wrote:
>Oh Henry, while posting your opinions about your favorite stock
>(obviously Ligand) is fine, doncha think that it is a little annoying to
>the rest of us to see 10 posts of recent news stories that you have cut
>and paste. This is a forum for dicussing stocks. If everyone clipped
>news stories and posted them can you imagine how cluttered this
>newsgroup would be?? Just MHO.
Personally, I don't mind seeing the news postings that he does.
Saves me from having to hunt them down myself. :)
But I do have a problem with his follow up messages which includes the
one before. Hence the first news posting is OK. But then the second one
will include the first one, so we haave to page through 10 secreenful
of news before we get to the second news article. Then the third one
will now include both the first and second hence you now have to page
through 20 screenfuls to get to the new article. And so on and so on.
Therefore, I normally only read the first post and ignore the rest
BUT still have to wait till the other 9 posts are downloaded which I
don't read but is a pain via a modem. So that's MHO... :)
Thomas.
Steve Blevins
I agree, leave Henry N. Fox Chapel alone. I don't hold LGND, although I
have in the past. Henry's posts are well researched, and I appreciate the
information. If he was pushing stock, he could find a better candidate. It
is a very good biotech company, but the stock price has traded in a
relatively (given the market conditions) narrow range from $11 to $17 in
the past year. He probably could make more money touting a more volatile
issue.
Some people are posting here because they like the company. Nothing wrong
with that.
Arthur E. Ragosta <ARag...@IX.NETCOM.COM> wrote in article
<32F2B7...@IX.NETCOM.COM>...
B. I. Gentile
On 1 Feb 1997 02:03:26 GMT, tw...@civil.ubc.ca. (Thomas Wong) wrote:
>Personally, I don't mind seeing the news postings that he does.
>Saves me from having to hunt them down myself. :)
>But I do have a problem with his follow up messages which includes the
>one before. Hence the first news posting is OK. But then the second one
>will include the first one, so we haave to page through 10 secreenful
>of news before we get to the second news article. Then the third one
>will now include both the first and second hence you now have to page
>through 20 screenfuls to get to the new article. And so on and so on.
>Therefore, I normally only read the first post and ignore the rest
>BUT still have to wait till the other 9 posts are downloaded which I
>don't read but is a pain via a modem. So that's MHO... :)
>
>
>Thomas.
>
>
I appreciate what Henry writes, but I have the same loading problems
as you have. It would be much more efficient for him (and less time
consuming ) to put everything together once in his last message.
Henry is absolutely right. In the long run Ligand (like Chiron) is
going to be a mutual fund-like company.
About his day-to-day trading analysis, I am not so sure, especially
since I read in Forbes a few months ago that more than 65 or 69% of
the trading in the Nasdaq is done between the market makers. For share
price higher than $10 this MMs internal trading should be smaller, but
with this type of MMs manipulation, is any day-to-day analysis
credible?
Bernard I. Gentile
Larry J.Myers
Henry L. Niman, Ph.D.
<HNi...@worldnet.att.net@HNi...@postoffice.worldnet.att.net> wrote in
article <5ct209$d...@mtinsc05.worldnet.att.net>...
> maso...@inlink.com (David G) wrote:
> > Is it appropriate for him to be in this group pushing his favorite
> >sector all the time?
> > We need a list of people posting largely bogus messages just to make
> >money.
> David, Most readers would put Biotech stocks under the "stock" category.
> I would put your post in another category (as a shining example of
exactly
> how low this NG has sunk).
>
> Henry N Fox Chapel
>
>
I have read the posts of Henry Niman for years, both here and in Prodigy
and have found him to be intelligent, well informed and very knowledgeable
in the biotech field where there is an immense amount of investor interest.
Biotech is his main area of interest, he never trys to hype a particular
stock but just gives those who are interested the benefit of his knowledge.
We are lucky to have him in this forum.
LJM
tsev...@delphi.com
I follow all of the LGND posts. I do enjoy Henry's posts but I agree
that I get overloaded with the multiple full text articles Henry includes
in his posts. Article references would be just fine with me.
Henry, when you explained "in simplest terms" what the new diabetes drug
Rezulin had to do with LGND, I read info geared mostly towards the science
and medical professions and very little towards investors.
Would anyone care to speculate on how this announcement will affect LGND's
stock price in 1997? Does the early bird (Rezulin) get the market/profits and
others (LGND) fall by the wayside?
Can anyone speculate on Targretin's product development path as compared
with Rezulin? Is Targretin years, months, days away from competing in the
marketplace with Rezulin?
When can LGNDs second generation compound, ALRT268, be expected to get FDA
approval and hit the marketplace? Any speculation?
From an investor's point of view: why should I become invested or remain
invested in LGND?
And on the other hand: can anyone make a case for why I should I avoid LGND?
Welch
Henry's postings add much more to this newsgroup than the statement below.
Henry has problems predicting short term moves (who among us doesn't?).
But he gives reasons for his believes and does not indulge in ad hominem
attacks or hypes.
My opinion...Lester Welch
On 3 Feb 1997, Neil7000 wrote:
> Most biotechs are crap and so are Niman's (or fox Capel or whatever). Is
> he listed as some university professor in his old posts? E-mail the
> university and tell them we are tired of him flaming Philip Morris (I hate
> cig stocks and do not own MO) and hyping dog shit biotech companies.
>
>
Chris Kingsley
What amuses me most is how often he will "reply" to a message of his
own. It doesn't look like general information that I would trust, it
looks like he's trying to hype a stock. Someone said that Mr. PhD
wasn't interested in any particular stock. Haven't you noticed that
LGND is his all time favorite hype subject?
I'm glad to know he has a Ph.D. He must be so much smarter than the
rest of us.
CK.
Henry L. Niman, Ph.D.
compound (improvements are on their way). It is like a hormone (binds to
a receptor that causes a change in which genes a cell uses - with the new
genes turn on, the cells require less insulin). Turning on the new genes
is complex, and the receptor activated by Rezulin (or other TZDs) actually
must first interact with another receptor (RXR) that is activated by
retinoids. Thus two activated receptors are involed (and they attach to
each other). One is activated by TZDs and the other is activated by
Retinoids. Thus, to treat the mice, you can give them a TZD or give them
a retinoid. Each compound works equally well. However, if the mice are
given both compounds (a TZD and a retinoid), the effect is stronger.
Rezulin will eventually be give with a retinoid and Rezulin will
eventually be replaced with a more potent TZD.
This quarter LGND will begin giving a retinoid (Targretin) to diabetics.
If the drug works as it does in the two mouse models, then LGND will use
the human data as a basis for a mega deal that would give some of the
Targretin/diabetes profits to a company that pays up front money and takes
over development (phase III trials, NDA approval, and marketing).
Approval of Targretin for diabetes is probably several years away.
However, the mega deal may be sign by 3Q this year. In addition, LGND has
started pivotal phase III trials for using Targretin in CTCL patients.
The initial phase I/II looked very good and LGND announced later data in
December and it looked even better. An NDA is slated for late this year
or early next year. If approved for CTCL, an M.D. could prescribe
Targretin (off label) for type II diabetics (alone or in conjuction with
Rezulin) as early as the beginning of 1998. Eventually, I expect clinical
trials to look at Targretin alone, and in combination with TZDs.
In addition to Targretin, LGND's off balance sheet company, ALRIZ, has
already identified a second generation candidate, ALRT268. This drug is a
derivative of Targretin, but it binds to its receptors (RXRs) more
tightly. Consequently, when tested in the same mouse models, it gives
even better results. However, it has not been tested in humans yet. I'm
not sure how LGND will structure their type II diabetes deal(s). The new
partner may be responsible for all of the clinicals for ALRT268 (and if
that were the case, I would assume LGND (ALRIZ) would hold onto the rights
for other applications (like cancer). Targretin went into patients
several years ago. ALRT268 could move a bit faster (because Targretin and
Panretin have already been shown to be safe and the partner would have
more funds to devote to this drug), but I don't expect approval for
several more years.
LGND (ALRIZ) already has another retinoid, LG100754, that could also be
used. Thus far LGND hasn't even mentioned it in their press releases.
This retinoid prevents the activate retinoid receptor (RXR) from binding
to another activated retinoid receptor (RXR/RXR homodimers). At the same
time it encourages the activated RXR to bind to the receptor (PPAR) that
is activated by TZDs. This it is possible that three drugs would be
ivolved (a TZD to activate a PPAR, a retinoid to activate an RXR, and
another retinoid to force RXRs to bind to PPARs). This compound is
probably a bit behind ALRT268, but an agressive program could put both
drugs onto patients at the same time. Today, ALRIZ announced that it was
accelerating the spending of its funds. At the end of 1996 they had just
over $50 million. They intend to spend it all this year (and maybe a
little at the beginning of 1998). Some of this accelerated spending may
be on ALRT268 and LG100754, but they have so many interesting retinoids,
that it is hard to tell from the press release exactly which candidates
are going to be developed (they have already received FDA clearance to
start another retinoid, ALRT1550, in clinical trails for cancer & skin and
eye diseases and they mentioned retinoid antagonists for treating
complications associated with approved retinoid (tretinoin and
isotretinoin - the active ingredients in Retin-A, Renova, Vessanoid, and
Accutane).
Henry N Fox Chapel
traveler
In article <19970205052...@ladder01.news.aol.com>, neil...@aol.com
says...
>
>Please don't bore us with your Ligand hype/spam. The internet can be a
NO HYPE SPAM HERE!
Prof. Nimam is well qualified to speak on LGND. HE ESTABLISHED PROGENX WHICH
SPAWNED LIGAND. (LGND is also a 97' pick of WSW guest Elizebeth Dater).
Traveler
A Watcher
Hi,
IMO, truth and facts are not easy commodities on the net. Hype
and/or misinformation is rampant in this group. New users of this
group may not understand the nature of stocks and reasons to buy or
not to buy a listing. Information about a listing or company and
also the competing companies or products are very important points to
consider when making a buying decision - don't you think??
On Mon, 03 Feb 1997 14:22:59 -0800, Chris Kingsley
<king...@xilinx.com> wrote:
>What amuses me most is how often he will "reply" to a message of his
>own.
His follow-up to a post usually adds information to the thread, to
clarify or strengthen the proceeding statements.
> It doesn't look like general information that I would trust, it
>looks like he's trying to hype a stock.
But it is a very rare thing to read someone post something, correcting
a Dr. Niman post. He is careful and fairly accurate. Find fault with
his facts if you can. I appreciate his style and respect his
connections.
>Someone said that Mr. PhD
>wasn't interested in any particular stock.
> Haven't you noticed that
>LGND is his all time favorite hype subject?
Well yes. Because he knows something about the company. Better than
a lot of posts here where emotion or greed and not knowledge are the
basis of the post.
>I'm glad to know he has a Ph.D. He must be so much smarter than the
>rest of us.
I agree with you here.
>CK.
There were other comments about the frequency and redundancies of the
posts Dr. Niman makes. well, depending on the server you have, not
all posts are kept for weeks. Not many posts are maintained for very
long depending on the NG. This group which is relatively large for a
text based group has a fairly short post life. I appreciate the
redundancy when I do not have the complete thread. If your reader
does not let you select the articles to read, change your reader. If
the thread is new to you, start at the end, or most current opinion
then you can, if you are still interested, go back in history.
KEEP ON HENRY.
jos
The more I know, the more I know - I dont know.
(:>)=
http://www.spiced.com
Ethan Robertson
Henry L. Niman, Ph.D. wrote:
>
> maso...@inlink.com (David G) wrote:
> > Is it appropriate for him to be in this group pushing his favorite
> >sector all the time?
> > We need a list of people posting largely bogus messages just to make
> >money.
> David, Most readers would put Biotech stocks under the "stock" category.
> I would put your post in another category (as a shining example of exactly
> how low this NG has sunk).
>
> Henry N Fox Chapel
Hey Henry, why are you reposting this message that you already posted
over a month ago??? I noticed you did the same thing yesterday with
my comments about your LGND postings.
ethan
Henry L. Niman, Ph.D.
Henry N Fox Chapel