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Latest comments  |  Highest rated
  • Markets Are Clearly Flashing Yellow [View article]
    Agree with action in airlines. Bought some Sept 2015 $50/$60 bull call spreads for $100 a piece on Delta this week.
    May 22, 2015. 12:29 PM | Likes Like |Link to Comment
  • Two Sub $2 Biotech Stocks On The Move [View article]
    Use the Jensen's Rule on this one. Sell 10% of original stake after 50% gain in stock. 20% after stock doubles. 20% more if it triples. Now you have booked a guaranteed profit and the remaining half is riding on the house's money. This way you don't have the regrets when a stock goes way up only to come down without taking profits and you don't miss the next Celgene. JMTC
    May 22, 2015. 10:09 AM | Likes Like |Link to Comment
  • Markets Are Clearly Flashing Yellow [View article]
    Never have been able to get arms around OPK and the insider buying seems to be best feature. The Jan 2016 $65 calls are going for north of $13 on EGRX, seems better way to mitigate risk of pullback there imho. Huge winner nonetheless. Congrats.
    May 21, 2015. 01:36 PM | 1 Like Like |Link to Comment
  • Two Sub $2 Biotech Stocks On The Move [View article]
    Final results from the TIVO-1 extension study, known as Study 902, assessing Aveo Oncology's (AVEO +19.4%) lead product candidate, tivozanib, as second-line treatment in patients with advanced renal cell carcinoma (RCC) that progressed after treatment with sorafenib (branded as Nexavar and co-promoted by Onyx Pharmaceuticals (AMGN +0.3%) and Bayer (OTCPK:BAYRY -0.3%)) show a median progression-free survival of 11.0 months and median overall survival of 21.6 months (statistical significance not disclosed). The data, along with results from the Phase 3 TIVO-1 trial, will be presented at the American Society of Clinical Oncology Annual Meeting in Chicago on the afternoon of June 1.The company has had a bit of a rough time time finding a niche for tivozanib. In January 2014, it axed a Phase 2 trial in breast cancer due to poor enrollment. Its collaboration with Astellas Pharma in colon cancer ended a month later after a mid-stage trial failed. Both followed the FDA's rejection of its New Drug Application (NDA) for kidney cancer due to inconsistent study results.The company is undeterred, though. It sought FDA guidance about a new 314-subject Phase 3 trial assessing tivozanib as third-line treatment in advanced RCC. The regulator responded that the data "may support" the indication. As always, it will be review issue.
    May 20, 2015. 12:23 PM | Likes Like |Link to Comment
  • Dynavax Technologies: Positive Catalysts Right Around The Corner [View article]
    Yep, always was second half of 2015 play, hasn't changed. Happy Hunting.
    May 20, 2015. 12:11 PM | Likes Like |Link to Comment
  • Gilead Sciences: Finally Gaining Momentum [View article]
    Yes, I wish I had that sort of power even in contrarian way...:-)
    May 20, 2015. 11:06 AM | 8 Likes Like |Link to Comment
  • 3 Attractive Biotech Picks For 2015 [View article]
    Good news just keeps on coming.

    Eagle Pharmaceuticals (NASDAQ:EGRX) submits a New Drug Application (NDA) to the FDA for a stable liquid intravenous formulation (ready-to-use or RTU) of bivalirudin for the treatment of patients undergoing percutaneous coronary intervention (PCI) in the following scenarios: with the use of a glycoprotein IIb/IIIa inhibitor or at risk of heparin-induced thrombocytopenia and thrombosis syndrome and patients with unstable angina undergoing percutaneous transluminal coronary angioplasty.RTU bivalirudin, intended for use with aspirin, contains the same active ingredient as The Medicines Company's (NASDAQ:MDCO) Angiomax (bivalirudin), but eliminates the need for reconstitution/dilutio... generated ~$600M in sales in 2014.Bivalirudin is an anticoagulant that inhibits thrombin.
    May 20, 2015. 10:39 AM | Likes Like |Link to Comment
  • Eagle Pharmaceuticals: Even After 350% Rally, Shares Have Upside [View article]
    Eagle Pharmaceuticals (NASDAQ:EGRX) submits a New Drug Application (NDA) to the FDA for a stable liquid intravenous formulation (ready-to-use or RTU) of bivalirudin for the treatment of patients undergoing percutaneous coronary intervention (PCI) in the following scenarios: with the use of a glycoprotein IIb/IIIa inhibitor or at risk of heparin-induced thrombocytopenia and thrombosis syndrome and patients with unstable angina undergoing percutaneous transluminal coronary angioplasty.RTU bivalirudin, intended for use with aspirin, contains the same active ingredient as The Medicines Company's (NASDAQ:MDCO) Angiomax (bivalirudin), but eliminates the need for reconstitution/dilutio... generated ~$600M in sales in 2014.
    May 20, 2015. 10:38 AM | Likes Like |Link to Comment
  • Gilead Sciences: Finally Gaining Momentum [View article]
    Still own even with decent run, not to same weighting as GILD obviously.
    May 20, 2015. 09:44 AM | 1 Like Like |Link to Comment
  • 2 Biotechs Under $5 That Could Light Up In 2015 [View article]
    Paulson & Co. took a 3.12M-share (3%) stake in Synergy Pharma (NASDAQ:SGYP) in Q1, the firm discloses in its Q1 13F.
    May 18, 2015. 09:55 AM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron: The Narrative Turns Positive [View article]
    Official now.

    Anadarko Petroleum (NYSE:APC) confirms the selection of a joint venture between CB&I (NYSE:CBI), Chiyoda and Saipem as the engineering, procurement and construction contractor for the onshore portion of its Mozambique liquefied natural gas development.The scope of the work for the LNG park includes two LNG trains, each with capacity of 6M metric tons/year which is an increase of 1M/train over the original plan, and two LNG storage tanks each with capacity of 180K cubic meters, condensate storage, a multi-berth marine jetty and associated utilities and infrastructure.APC says it has secured non-binding long-term off-take agreements for more than 8M tons/year of LNG from potential customers and is making progress in turning them into binding sales and purchase deals.CBI shares jumped 8% on Friday on initial word of the deal.
    May 18, 2015. 07:48 AM | 5 Likes Like |Link to Comment
  • Chicago Bridge & Iron: Analysts See Substantial Upside Even After Recent Rally [View article]
    January 2016 $65s for CBI. Jan 2016 $120s for GILD.
    May 17, 2015. 07:04 AM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron: Analysts See Substantial Upside Even After Recent Rally [View article]
    Sold some covered calls at $60 on some of position on spike myself today.
    May 15, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • Tutor Perini: An Oversold Small-Cap Gem [View article]
    Sounds about right..
    May 15, 2015. 11:10 AM | Likes Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Same. Thanks for the kind words.
    May 15, 2015. 10:58 AM | 1 Like Like |Link to Comment
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