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Latest comments  |  Highest rated
  • Trial Results Powering Big Rise In Trevena [View article]
    Wrote about CARA at $11.00 in January on Investors Alley....http://bit.ly/1L74hWT
    Sep 3, 2015. 09:38 AM | Likes Like |Link to Comment
  • This $4.50 Drug Stock Has Good Growth Prospects Ahead Of It [View article]
    Lannett (NYSE:LCI) +15.2% AH on news it has agreed to acquire Kremers Urban Pharmaceuticals, the U.S. specialty generic pharmaceuticals subsidiary of UCB S.A., for $1.23B, plus potential contingency payments.LCI sees the deal as accretive to adjusted EPS in FY 2016 in the mid- to high-single digits and 20%-25% in FY 2017, and expects to receive a significant tax benefit with a value in excess of $100M.The companies say they expect to reap $40M/year in overlapping costs after the third year following the merger.
    Sep 2, 2015. 05:24 PM | Likes Like |Link to Comment
  • Why Heat Biologics Could Soar If Trials Deliver Good Results [View article]
    Stock stabilized today. Still has a couple of shots on goal. Will hold for now. Presenting at investing conference in NYC on the 9th....will see what comes out of that.
    Sep 2, 2015. 05:08 PM | Likes Like |Link to Comment
  • Caution Warranted Until Some All Clear Signals Seen [View article]
    Pretty equal weight on both and each is core position within Biotech Forum portfolio.
    Sep 2, 2015. 02:16 PM | Likes Like |Link to Comment
  • Gilead Sciences: Under $105 A Share Is A Gift [View article]
    With premium that would be north of a $200 billion merger. AMGN and BIIB better bets, but don't think those huge deals will happen either. Will be interesting what Allegan does with their $40 billion from Teva though.
    Sep 2, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • Why Heat Biologics Could Soar If Trials Deliver Good Results [View article]
    Still waiting for it to be posted. Obviously market did not like the move. We will see if we get bounce today. Nice to see Cantor come out yesterday and reiterate their Buy rating and $18.00 a share price target though.
    Sep 2, 2015. 08:22 AM | Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Police on Tuesday asked prosecutors to file charges of corruption, racketeering and money laundering against Brazil's former presidential chief of staff, Jose Dirceu, for alleged involvement in the Petrobras (NYSE:PBR) corruption scheme.Dirceu is the most senior member of the ruling Workers' Party to be taken into custody in connection with the scheme, and perhaps adds pressure to Pres. Rousseff, who many consider a Dirceu protégé.Dirceu was said to be at the center of a scheme to help a cartel of construction and engineering companies fix tenders for refineries, power plants and other projects in exchange for bribes, political campaign contributions and other kickbacks.
    Sep 2, 2015. 08:07 AM | Likes Like |Link to Comment
  • Amgen: Solid Value With Buyout Potential [View article]
    Amgen (NASDAQ:AMGN) and co-developer UCB (OTCPK:UCBJF) announce positive results from a 436-subject Phase 3 clinical trial, called STRUCTURE, that compared their investigational monoclonal antibody, romosozumab, to teriparatide [Eli Lilly's (NYSE:LLY) Forteo] in postmenopausal women with osteoporosis at high risk of fracture. The study met its primary endpoint of a statistically significant difference in percent change of total hip bone mineral density through month 12 versus teriparatide.Romosozumab inhibits sclerostin, a protein that has anti-anabolic effects on bone formation. The companies started Phase 3 development for the indication in April 2012.The analysis of the results is ongoing. The data will be presented at a future medical conference and for publication.
    Sep 1, 2015. 05:17 PM | Likes Like |Link to Comment
  • Caution Warranted Until Some All Clear Signals Seen [View article]
    Still own after taking some profits. Hard to find better value here that straight equity on GILD, AMGN and ABBV right now.
    Sep 1, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Brazil's Epic Era of Splurging Is Over

    http://bloom.bg/1hvrMRV
    Sep 1, 2015. 01:40 PM | Likes Like |Link to Comment
  • Caution Warranted Until Some All Clear Signals Seen [View article]
    A little bit of both. Feels like we will continue to be stuck in the 2% to 2.5% we have been for six years in the weakest post war recovery on record despite Q2's 3.7% revision. Don't see any reason why we won't continue to muddle along even as other major economies have bigger issues. Worry more about valuation here as hard to find many bargains even after recent sell-off.
    Sep 1, 2015. 11:24 AM | Likes Like |Link to Comment
  • Caution Warranted Until Some All Clear Signals Seen [View article]
    A little bit of both. Feels like we will continue to be stuck in the 2% to 2.5% we have been for six years in the weakest post war recovery on record despite Q2's 3.7% revision. Don't see any reason why we won't continue to muddle along even as other major economies have bigger issues. Worry more about valuation here as hard to find many bargains even after recent sell-off.
    Sep 1, 2015. 11:24 AM | Likes Like |Link to Comment
  • Caution Warranted Until Some All Clear Signals Seen [View article]
    A little bit of both. Feels like we will continue to be stuck in the 2% to 2.5% we have been for six years in the weakest post war recovery on record despite Q2's 3.7% revision. Don't see any reason why we won't continue to muddle along even as other major economies have bigger issues. Worry more about valuation here as hard to find many bargains even after recent sell-off.
    Sep 1, 2015. 11:24 AM | 4 Likes Like |Link to Comment
  • Caution Warranted Until Some All Clear Signals Seen [View article]
    Anytime. Timely piece on your part as well. Happy Hunting.
    Sep 1, 2015. 10:18 AM | Likes Like |Link to Comment
  • Why Heat Biologics Could Soar If Trials Deliver Good Results [View article]
    Waiting for conference call comments and reaction before forming an opinion.
    Sep 1, 2015. 08:38 AM | 3 Likes Like |Link to Comment
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