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Latest  |  Highest rated
  • 3 Attractive Biotech Picks For 2015 [View article]
    Thanks. Glad you got EGRX, what a rocket! Stalkers just stalk, don't listen, unfortunately. His loss. Happy Hunting.
    Feb 18, 2015. 10:54 AM | 1 Like Like |Link to Comment
  • The Market Is Not Cheap [View article]
    I always default to accurate
    Feb 18, 2015. 09:37 AM | Likes Like |Link to Comment
  • The Market Is Not Cheap [View article]
    Unlike you, I have better things to do with my time than be a piss ant troll.
    Feb 18, 2015. 08:52 AM | 5 Likes Like |Link to Comment
  • The Market Is Not Cheap [View article]
    I recommended GILD three years ago at $40, just started recommending ABBV after recent dip. Can certainly understand how you spent 30 years as govt employee which is why I won't ask you for any "wisdom" as that would be setting bar too high for your obviously limited capabilities.
    Feb 18, 2015. 08:20 AM | 2 Likes Like |Link to Comment
  • The Market Is Not Cheap [View article]
    Look at performance over 3 years not three months. No wonder you have 8 lousy followers.
    Feb 18, 2015. 06:52 AM | Likes Like |Link to Comment
  • The Market Is Not Cheap [View article]
    ABBV is more about Humira and its over $10B in annual sales as well as over half dozen other drugs doing $100 million to $300 million a quarter in sales as well as AbbVie's deep pipeline, low valuation and big dividend yield, than Viekera Pak than may do $2 billion in global sales this year. But continue to troll, it is not as you ever let facts get in the way of your arguments anyway.
    Feb 18, 2015. 04:55 AM | 1 Like Like |Link to Comment
  • Micron: A Big Value Story Most Of The Market Is Missing [View article]
    Macquarie has upgraded Micron (MU +2.2%) to Outperform following the memory giant's Friday analyst day. RBC and Jefferies have respectively hiked their targets to $44 and $45.
    Macquarie believes annual EPS of $6 and free cash flow of $5B is possible, and estimates Micron's 2016 free cash flow yield is 13%. Jefferies is upbeat about Micron's tech progress and the margin boost provided by the new Inotera deal.
    Wedbush ($40 target) notes Micron forecasts only 25% DRAM bit supply growth going forward (down from the 33% CAGR seen from 2010-2014), and that (in spite of recent NAND price pressure) it expects NAND supply to be "constrained over the near to long term given diverse end-market demand drivers and complicated 3D transitions." 38% NAND bit supply growth is expected.
    SA author Electric Phred notes Micron suggested its 3D NAND offerings will give it a cost advantage, and thinks Micron and Samsung could have a 3D NAND duopoly.
    Feb 17, 2015. 01:11 PM | 1 Like Like |Link to Comment
  • 3 Attractive Biotech Picks For 2015 [View article]
    •Eagle Pharmaceuticals (EGRX +9.7%) and Teva Pharmaceutical Industries (TEVA +0.3%) enter into an exclusive license agreement for EP-3102, Eagle's bendamustine hydrochloride rapid infusion product for the treatment of chronic lymphocytic leukemia (CLL) and indolent B-cell non-Hodgkin lymphoma (NHL).

    •Teva will be responsible for all U.S. commercial activities while Eagle will manage all regulatory approvals, post-approval studies and, if necessary, initially supplying the product to Teva.
    •Eagle has submitted a New Drug Application (NDA) to the FDA for rapid infusion bendamustine for both indications and has requested Priority Review for both of the Orphan Drug-designated uses.

    •Under the terms of the agreement, Teva will waive its orphan drug exclusivities for NHL and CLL for EP-3102 to enable the product to come to market more quickly. Eagle will receive an upfront payment of $30M, up to $90M in future milestones and double-digit royalties on net sales.
    •The companies will also settle the pending patent infringement litigation between them regarding Teva's U.S. Patent No. 8,791,270.
    Feb 17, 2015. 11:19 AM | 3 Likes Like |Link to Comment
  • The Market Is Not Cheap [View article]
    MU will be featured in my Real Money Pro article tomorrow.
    Feb 16, 2015. 02:13 PM | 2 Likes Like |Link to Comment
  • The Market Is Not Cheap [View article]
    Still like and own MU & GILD.
    Feb 16, 2015. 12:22 PM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Working with SA to produce biotech newsletter eventually. Right now best bet is Small Cap Gems (smallcapgems.com) which has five picks in small cap biotech/biopharma, most of which are doing very well.
    Feb 16, 2015. 06:20 AM | Likes Like |Link to Comment
  • Looking For My Next Triple In Biotech [View article]
    Other than secondary offering in December, not a whole lot of news around XOMA. Longer term, stock will reflect progress on Gevokizumab which will post some important phase III trial results later this year. I am still holding within a diversified basket of speculative biotech stocks like ZIOP, AGEN, CRIS, NAVB, EGRX, HALO, etc.....most of which have done exceptionally well since I purchased them and recommended them on SA and Investors Alley. It is an inherently volatile sector and one must spread one's bets. JMTC
    Feb 16, 2015. 06:18 AM | Likes Like |Link to Comment
  • Looking For My Next Triple In Biotech [View article]
    Glad you got and still holding NVAX.....quite the rocket.
    Feb 16, 2015. 06:13 AM | Likes Like |Link to Comment
  • Gallup Is Right: The Unemployment Rate Is A Big Lie [View article]
    Agreed. Press doesn't cover the part time job trend well as major blame so would have to be assigned to the impacts of the ACA.
    Feb 16, 2015. 05:24 AM | 4 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Pricing concerns should be lessening with discounts and most of the fast growing biotechs (BIIB, CELG and even ABBV) usually have one drug that contributes 50% or more of sales.
    Feb 15, 2015. 08:17 AM | 1 Like Like |Link to Comment
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