Congressional Vote Cloudy But It’s Coming

Dec 11, 2014 Uncategorized 11 3466 Views

I planned a bit longer article today on some of the spending provisions in the budget that will be taken up by Congress this evening but it seems that the vote, which many assumed was almost a formality given some recent reports, may not go off without a hitch. Maybe a big hitch. When it comes to the fractured state of our political process a government shutdown has to be considered almost as likely as anything else.

We know there is $5.4b in the bill allocated to the worldwide fight against Ebola.  U.S. hospital preparedness and support is $154M. Over $2.5b is slated for treatment and countermeasures. I have recently covered one company, Aethlon Medical, that I think may have every opportunity and should play a role in our preparedness efforts here with respect to Ebola and frankly all other infectious disease epidemics, whether here or abroad. AEMD announced news today of the opening of patient enrollment for their upcoming FDA approved IDE study for Hepatitis C patients at the DaVita MedCenter in Houston.

Other companies that we think the Ebola spending may have a positive effect on but where we have not done extensive research are as follow. We are not getting into discussions regarding the larger drug makers or those with potential Ebola inoculations. That science is tough for anyone to wade through and we have simply not spent the necessary time to do any justice to it. We are only looking at the fairly straightforward products which seem to have captured the attention of larger companies and health officials here and abroad. 

Lakeland Industries (LAKE)-Protective-wear maker. This is a company that has come to prominence as a result of this epidemic and has captured the attention of the market in a pretty big way. They reported a wider quarterly loss yesterday and while much of their near term value may be based on the exposure (no pun intended) and orders they receive now, we think this could become a pretty solid investment mid to long term as well. We do expect that they will receive some additional significant orders other than those already announced. Today may offer a pretty good entry point if one believes they will benefit from the congressional appropriation. We note that their market cap and share structure are fairly attractive. 

Alpha Pro Tech Ltd (APT)-Another Protective-wear maker. Decent share structure and reasonable market cap. Seems to trade in line with LAKE. Worth watching but we are not as well versed here.

Sanomedics International Holdings (SIMH)-Touchfree Medical Thermometers-Two things have attracted our attention here from a positive standpoint. One is the stated backlog for the month of October (presumably we get more guidance from them on orders shortly) and the other much bigger one is the distribution agreement recently announced with Henry Schein Inc. This makes the potential for Sanomedics much more than simply about capturing the wave of the current Ebola epidemic or going it alone to get the product into U.S. hospitals and Med. Centers. Schein’s 2013 worldwide sales in 2013 are reported to be in excess of $9.6 billion. SIMH has 113M shares outstanding according to their latest quarterly filing but at less than .02 this could offer a nice opportunity near and longer term. SIMH will need to focus on orderly debt reduction but there seems to be no reason that the increase in revenue (buffeted we hope by the inclusion of the Schein distribution deal) would not make that possible. 

Disclaimer: As always do your own due diligence or consult with a trusted financial advisor prior to purchasing any equity.

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11 Comments for "Congressional Vote Cloudy But It’s Coming"


An Investor

Posted on Saturday 13th December, 2014, 6:17am

Reply

EDVA, have you seen the photo of Dr. Buttner holding hemopurifier post treatment in Germany? Pretty striking. Came across it today.

Richard Schmitz ‏@richard_schmitz Nov 12

Great visual from @Aethlon_Medical (Client) after #Hemopurifier therapy in #Ebola patient http://bit.ly/1xuOhKO pic.twitter.com/Hee9iDvjBK

Jamarcus

Posted on Friday 19th December, 2014, 3:20pm

Reply

What are your thoughts on the PTAB ruling on Blue Calypso ‘ s patents?

    edvapatent

    Posted on Friday 19th December, 2014, 7:55pm

    Reply

    It is obviously very good news for BCYP. I would think the PPS would be up a bit more on this news. The next thing will be the rescheduling of EDT Markman.

      Jamarcus

      Posted on Tuesday 7th April, 2015, 12:19pm

      Reply

      EDVA now that Markman is in ear what are your thoughts on BCYP?

        edvapatent

        Posted on Tuesday 7th April, 2015, 2:16pm

        Reply

        I would need to spend a little time on it to be fair which I don’t have a lot of as I am engaged in another business venture that is sapping that time. I’m not as excited about it, or the entire patent litigation space, as I was previously due to how these cases are being adjudicated after the Alice decision. If I have time in the lead up to the Markman I will let you know further.

Mik

Posted on Monday 29th December, 2014, 5:08pm

Reply

Any new or additional thoughts relative to AEMD? 12/29/2014

    edvapatent

    Posted on Monday 29th December, 2014, 7:25pm

    Reply

    I am interested to see the results of the DETECT study which according to Jim Joyce are to be released in January. CTE has previously only been observed upon autopsy so if they announce that they have figured out how to do it with people who are living that would be a big deal. Obviously waiting to see if Aethlon receives an order from U.S. hospitals or from abroad. I sort of expect selling until Wednesday from those who don’t want to hold the investment.

      Mik

      Posted on Monday 5th January, 2015, 10:36pm

      Reply

      Thank you!

      Mik

      Posted on Monday 5th January, 2015, 10:45pm

      Reply

      I’m waiting to see another Ebola treatment experience. Hoping England will follow Dr. Geiger’s example in Frankfurt for Ms. Cafferkey, who deserves all good treatment options. I was hopeful that Friday’s press release about FDA approval to treat Ebola patients in US as part of a trial would give enough publicity and credence to HP to get an opportunity for use to help Ms. Cafferkey as her condition deteriorated over the weekend. Also hoping that if the new patient at Nebraska does indeed have Ebola (had high-risk exposure in Sierra Leone), that Nebraska will use the HP given that they have 4 on hand and given that FDA approval for use has been granted.

AEMD Long

Posted on Friday 10th April, 2015, 5:40am

Reply

AEMD 50:1 reverse split, attempting to uplist to Nasdaq. Any thoughts on timing? Are you still long on the company? Any analysis is appreciated.

    edvapatent

    Posted on Monday 20th April, 2015, 1:41pm

    Reply

    50:1 is unusual but in my view they are beginning to act more like a real company acts so we’ll see. The attempt to move to NASDAQ is positive obviously. They need confirmation of studies based here in the U.S. That is the only thing people will believe. Or the only thing that they are unlikely to be attacked for. Hopefully we will get preliminary results of the Hep C. trials at Davita in a few months. But yes, still quite bullish on this company. Was hoping it would really catch fire (and be on its way) with the Ebola outbreak but they just didn’t get enough opportunities to treat which seems so stupid and of course they did a big raise which killed the momentum but brought them much needed capital.

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