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Bret Jensen

 
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Latest comments  |  Highest rated
  • 2 Small Biotech Plays Moving Up On Positive News [View article]
    Unfortunately. That is why always preached "shotgun investing" almost everytime I talk about this small cap sector. Yes, RGDO is going in the toilet today...........triples or better on NVAX, OMER, CNAT.....etc....more than make up for the occasional blow up. That is why one must spread their bets on multiple plays in the area....Yes I still own a small position (only not bigger because no options to sell against stake, which is one my favorite investment strategies in space)...Insiders also missed this as they bought some huge stakes over last year.
    Jul 3 09:08 AM | Likes Like |Link to Comment
  • What Is Next For The Hepatitis C Space? [View article]
    Thanks. So far so good.
    Jul 2 05:30 AM | Likes Like |Link to Comment
  • Big Buying Opportunity In Priceline's Decline [View article]
    Oppenheimer has launched coverage on Priceline (PCLN +3.4%) and Expedia (EXPE +2.6%) at Outperform. Its PTs are respectively $1,450 and $90.Priceline has bounced strongly from a May low of $1,087, but remains well below an early March high of $1,378. Expedia, on the other hand, is closing in a February high of $81.78.
    Jul 1 01:59 PM | Likes Like |Link to Comment
  • 2 Attractive High Yield Energy Plays [View article]
    That is right in line with the projected range I put in piece....although I think that might be on a $5.50 or $6 stock.....hopefully...... Happy Hunting.
    Jul 1 11:39 AM | Likes Like |Link to Comment
  • 2 Attractive High Yield Energy Plays [View article]
    I should have clarified by saying usually a pure play gets a higher value that entities that contain multiple businesses like conglomerates...Think EROC will grow much faster as a focused upstream play as well...JMTC.
    Jul 1 11:34 AM | Likes Like |Link to Comment
  • 2 Speculative, But Attractive $2 Biotech Plays [View article]
    CTI BioPharma (CTIC) completes enrollment in the PERSIST-1 Phase 3 clinical trial of pacritinib, an oral JAK2/FLT3 inhibitor being evaluated as a treatment for myelofibrosis. Under the terms of the development and commercialization agreement with Baxter International (BAX), CTI expects to receive a $20M milestone payment when the last patient in the trial begins dosing. The payment should occur this quarter.There are approximately 320 patients enrolled in PERSIST-1. It is a randomized, open-label multicenter study comparing the safety and efficacy of pacritinib with best available therapy, other that JAK inhibitors, in patients with primary myelofibrosis without exclusion for low platelet counts. The primary endpoint is the percentage of patients achieving at least a 35% reduction in spleen volume measured by MRI or CT at 24 weeks of treatment
    Jul 1 11:13 AM | Likes Like |Link to Comment
  • Why Gilead Is My Next Apple [View article]
    Like most drugs, the variable costs are almost nil compared with price of drug.
    Jul 1 11:05 AM | Likes Like |Link to Comment
  • 2 Attractive Yield Plays In The News This Week [View article]
    ARCP extends the term on its $4.6B credit facility to four years, with the right to extend it another year. Credit line loans will be priced at Libor +135 bps, and term loans at Libor +160 bps.President David Kay: "More favorable pricing and extended term signals a direct affirmation from 20 leading financial institutions of their confidence in our high-quality, diversified net lease portfolio, our status as an investment grade borrower and the strength of our balance sheet."
    Jul 1 10:22 AM | Likes Like |Link to Comment
  • Why Gilead Is My Next Apple [View article]
    Always a possibility, think Sovaldi sales growth is the key catalyst....not speculating on any splits but seems probable given history of company.
    Jul 1 09:55 AM | Likes Like |Link to Comment
  • Why Gilead Is My Next Apple [View article]
    Will do. Thanks.
    Jul 1 09:54 AM | Likes Like |Link to Comment
  • Why Gilead Is My Next Apple [View article]
    Of course Oregon can't get their health exchange website working either........:-)
    Jun 30 03:28 PM | Likes Like |Link to Comment
  • $7 Or Less: 2 Attractive, Speculative Plays In Energy [View article]
    Miller Energy (MILL +15.9%) surges after SunTrust analysts upgrade shares of the E&P company to Buy from Neutral, also increasing its price target by $2 to $10.As the basis for the upgrade, the firm sees MILL's production growing by ~180% this year and ~60% next year due to acquisitions and wells in the Cook Inlet and North Slope.
    Jun 30 02:32 PM | Likes Like |Link to Comment
  • $7 Or Less: 2 Attractive, Speculative Plays In Energy [View article]
    Shares of Miller Energy Resources (NYSE: MILL) have surged over 12 percent following an upgrade from SunTrust analyst Neal Dingmann.

    Dingmann has upgraded the stock from Neutral to Buy and raised the price target from $8 to $10.


    Read more: http://bit.ly/1nZ4ctX
    Jun 30 11:54 AM | Likes Like |Link to Comment
  • KBH Home: Significant Upside From Here [View article]
    In a report published Monday, Credit Suisse analyst Daniel Oppenheim reiterated an Outperform rating and $22.00 price target on KB Home

    Read more: http://bit.ly/V2OZjn
    Jun 30 11:41 AM | Likes Like |Link to Comment
  • $7 Or Less: 2 Attractive, Speculative Plays In Energy [View article]
    MILL up 13% today in early trading.
    Jun 30 10:12 AM | Likes Like |Link to Comment
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