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  • Vivus: Is the Ship Sinking? [View article]
    How can the ship be sinking when it's losing so much weight??
    May 21 07:33 PM | 2 Likes Like |Link to Comment
  • Is Google Undervalued? [View article]
    If Dollar gains parity to Euro, probably have other things to worry about.
    In any case, for your 870/share, at about 15xPE, GOOG would need to double EPS in 2 years. Good luck.
    May 20 01:43 PM | Likes Like |Link to Comment
  • Yahoo-Associated Content: How the Search Firm Became a Publisher, Syndicate and Ad Rep [View article]
    Makes me wonder, if 2000 articles/day from Associated Content is worth $100M, is 250 articles/day from SA worth 10M?
    May 19 02:58 PM | Likes Like |Link to Comment
  • The Decline of Google [View article]
    Umm, facebook was cashflow positive in 2009 and is anticipated to be profitable in 2010 with up to 2B in revenue. When it IPOs, it may be an "investable" company.
    May 18 01:11 PM | 2 Likes Like |Link to Comment
  • Is Price Discrimination the Key to Retail’s Future? [View article]
    Just call it market segmentation
    May 17 11:56 PM | Likes Like |Link to Comment
  • The Decline of Google [View article]
    And now, it's searching for another business model to copy
    May 17 03:04 PM | 1 Like Like |Link to Comment
  • The Decline of Google [View article]
    Give them a few years. They're sitting on a pile of money, spending it on side projects with no foreseeable revenue generation.
    With revenue slowing, best to return some of their excess cash to shareholders than have management waste in on their pet projects.
    May 17 12:35 PM | 5 Likes Like |Link to Comment
  • Google Growth Rates: How Mobile Kills the Model [View article]
    The tide has swung away from GOOG. Revenue's slowing in core search. Little headway in new markets. Now add to that politics of China, SEC (Admob), and Privacy (data collection). It's place in the stock world has been replaced by a shiney red apple.
    May 16 05:42 PM | 1 Like Like |Link to Comment
  • Sanofi / Regeneron's Partnership Paying Off [View article]
    I'm sticking my neck out and going negative on REGN. It certainly has da large pipeline and impressive partners, but with the exception of two drugs, everything else is early stage. Their most advanced compound is FDA aproved for CAPS, but garners only 10 million in sales. It may see daylight in gout, but it'll be an injectible competing against oral meds. The second most advanced drug, VEGF-trap would compete directly against multi-billion dollar Avastin. A daunting proposition.
    On the finantial front, it would be nice to see a company that doesn't spend quite as freely- after all, it's taking very large losses year after year.
    May 15 03:16 AM | Likes Like |Link to Comment
  • Google Is Generating Increased Analyst Optimism [View article]
    Goog looks like msft a while back when growth started slowing. It's starting to resemble a value stock and 16x forward multiples may be on the high side. Growth will continue to slow as there are no other revenue drivers other than search. Economic growth in the EU is anemic. China is a non-factor. I expect continued compression in EPS multiples.
    May 15 02:48 AM | Likes Like |Link to Comment
  • Notes From Google's Annual Shareholder Meeting: Long Live the King [View article]
    Google is certainly the King- for now. Two-thirds of the world's search, tons of free cash. But growth is slowing. Translation sounds great, but how's that going to generate revenue? Youtube, Gmail, Chrome, Android- all good products- but still all revenue from text search. Still no progress in display ads. Will it be competitive in the next frontier of mobile ads?
    Time will tell. But looks like Google will no longer be just competing with Yahoo and Msft. Apple, Facebook, Twitter, etc, and good old market saturation are going to give Google a run for its money.
    May 15 02:38 AM | Likes Like |Link to Comment
  • Bioscience Jobs: A Bright Spot in the Economy [View article]
    I'm typically a fan of your report. However, this note seems contrary to industry trends I believe are occuring. In particular, you quoted, "The report attributed the strength in biosciences employment to growth in research, testing and medical laboratories." Perhaps testing and medical lab work may be increasing, but research positions are definitely on the decline here in the US. With the cost of drug development soaring, biopharma companies are concentrating their resources where the payoff is closest. This is true for both biotech and pharma.
    May 15 02:22 AM | Likes Like |Link to Comment
  • Is Arena’s Lorcaserin More Valuable Than Dendreon’s Provenge? [View article]
    Just a bit about the valuation analysis. Seems a bit off. While it may be true 67% Americans over 20 are overweight OR obese, only 34% are obese. This cuts your inititial population estimate in half. And as others have pointed out- it's a three horse race- and a close one at that.
    May 14 09:45 PM | 1 Like Like |Link to Comment
  • Intermune Left Gasping by FDA Rejection of Pirfenidone [View article]
    fa chen, I agree that pirfenidone is in most likelihood ineffective, at least in terms of survival. It may perhaps have some anti-inflammatory type of activity which would aid in disease symtoms. One needs to remember however, that IPF is a fatal condition with lung transplant as the only treatment option. I'm certain it was a difficult decision for the FDA. If the company truly failed to follow the FDA's advice to use PFS as an endpoint, then I feel quite sorry for all the IPF patients.
    May 13 08:28 PM | Likes Like |Link to Comment
  • AEterna Zentaris: Uncovering Next Dominant Cancer Company [View article]
    It is true AEZS can use the MM data from Keryx for EU approval. However, Keryx has mentioned that Colorectal is where the big money is. To get that, AEZS will have to run it's own trials, likely with another partner. There's also the matter of running new trials in Japan. This will also likely require partnering. AEZS therefore will not reap all the benefits of ex-US perifosine sales.
    May 13 02:43 PM | Likes Like |Link to Comment
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