Seeking Alpha

David Sobek

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  • Celgene Corp.: Time to Buy This Cancer Drug Play? [View article]
    Good summary. I would also note that anyone interested in CELG to check out the retail shareholder effort. While we all believe in the CELG story, it would be that much greater if the management were willing to pursue more shareholer friendly actions.

    See our full arguments at:
    Apr 5 06:37 PM | Likes Like |Link to Comment
  • Caution on Celgene: 24 Years Old, Yet Valued Like a Youngster [View article]
    I think you need to do some more diligence in terms of the earnings of CELG. The trailing twelve months is just under $2/share and your chart has them at well under $1/share. The current estimate for this year is $2.82/share again well above the number you use.

    So of course CELG looks overvalued when you are using earnings numbers that are 1/4 of the actual numbers.
    Nov 22 02:02 PM | 2 Likes Like |Link to Comment
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