Tuesday, May 22, 2012

Stocks DD Cites: Ackman's JC Penny Pitch


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http://www.scribd.com/doc/94486317/AckmanJCP

Keep in mind while Ackman always makes a strong case and looks for big rewards, he has been unsuccessful in many picks. Eg: Borders (he was betting on survival of Brick & mortar book store, Corrections Corp of America- not much gains for him there, etc).  Also, investing in JCP requires much bigger leap of faith as it as to be turned around. As always, he makes strong arguments for his thesis

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Thursday, May 17, 2012

889- Marine Patent prosecution update


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Lavin declaration - This is evidence that none of the patients in the katayama study had TG>=500
 http://www.scribd.com/doc/93949103/Lavin-declaration
Applicant's arguments (read page 7 on interview summary with the examiner's supervisor) http://www.scribd.com/doc/93949302/Marine-patent-applicant-arguments
Dr. Reddy's v Astrazeneca (case law towards "claimed lipid parameters should be accorded patentable weight") 
http://www.scribd.com/share/upload/88664989/lxiegksa9tbtga5ss01
Amended Claims
http://www.scribd.com/doc/93950085/amended-claims-marine
Composition of matter

Their 598 COM patent IMO is somewhat weak. It is good to prevent generics but maybe not so good to prevent slightly changed copycats(of course the copycats may have to run clinical trials). I like the main claim(s) in this new patent app. "A pharmaceutical composition comprising EPA and a cardiovascular agent, wherein the composition contains not more than 10% DHA by weight, if any."
Link

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Tuesday, May 8, 2012

My seeking alpha article on TARO

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Link to the TARO article -> http://stks.co/3jVf 

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