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Edward J. Roche  

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  • Take The Money And Run! 5 Stocks To Ditch [View article]
    Agree on all except BWLD. Too late to sell there. Company has great mgt. and is not vastly over valued.
    Nov 13, 2015. 08:51 AM | Likes Like |Link to Comment
  • Horizon Pharma: Business As Usual [View article]
    News out last night: ESRX is dropping ties with Linden, a specialty pharmacy tied to Horizon. ESRX is suing Horizon.
    Nov 11, 2015. 06:54 AM | Likes Like |Link to Comment
  • Surveying The Aerospace Arena [View article]
    My principal investments in this area are ATRO and BA. I also own small positions in the micro-cap IKNX which has new composite manufacturing technology. Very large insider ownership for IKNX.
    Nov 6, 2015. 10:35 AM | 1 Like Like |Link to Comment
  • Biotechs Blast Off: Could The 1999 Scenario Be In Play? [View article]
    In the latest AbbVie investor report we find that they are working on an Enhanze version of Humira. That uses the Halozyme technology. HALO continues to impress with their strong partnerships and progress.
    Nov 3, 2015. 09:47 AM | Likes Like |Link to Comment
  • The Keys To Valeant's Future [View article]
    You have failed to mention that the VRX acquisition model is fundamentally broken. It is very unlikely that they will be able to use stock or more debt for further acquisitions. I do not think VRX will be a zero since as Munger points out they have valuable assets (probably worse less than they paid for them however).

    Nov 2, 2015. 10:04 AM | 2 Likes Like |Link to Comment
  • EPD Reports Q2-15 [View instapost]
    Any thoughts on the EPD/ETP legal case?

    Nov 1, 2015. 09:08 PM | Likes Like |Link to Comment
  • Chipotle shuts 43 restaurants amid E.Coli fears [View news story]
    Some people have created all kinds of fairy tales about the health of food products, risks etc. It is always good to go back the fact that microorganisms are the biggest risk, something that is totally natural.
    Nov 1, 2015. 01:51 PM | 3 Likes Like |Link to Comment
  • Why Chanos And Grant Are Wrong On Valeant [View article]
    No way. Grant had this dead on. It is a company based upon a false business model. You were very wrong in recommending this.
    Oct 31, 2015. 05:26 PM | Likes Like |Link to Comment
  • Why Chanos And Grant Are Wrong On Valeant [View article]
    Looks pretty clear that Chanos and Jim Grant were very correct on Valeant and you were wrong. I have hated VRX and their business model for years myself.
    Oct 31, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • STAG Industrial Posts Solid Q3 Results After Mad Hatter's Wild Ride [View article]
    I saw a recent CNBC piece that 30% of the industrial properties in Denver CO are being used by the marijuana companies. With increasing legalization is there any opportunity for STAG in that area?
    Oct 31, 2015. 11:42 AM | 1 Like Like |Link to Comment
  • Halozyme Therapeutics: Even After Doubling, Shares Have Upside [View article]
    The pop in HALO on Friday 10/31 was apparently due to a presentation given by AbbVie in which it was specifically disclosed that an Enhanze program for Humira is underway. One analyst (I believe Barclays) put out a note. The program can be confirmed from slide 17 of the most recent AbbVie presentation.

    It has a line:

    Delivery enhancements: Developing proprietary delivery technology (Halozyme) that may allow reduced number of induction injections at higher doses, as well as other performance benefits

    Humira sales are currently in the 13-14 B range, AbbVie sees sales growing to over 18B by 2020.
    Oct 31, 2015. 09:36 AM | Likes Like |Link to Comment
  • Valeant severs ties with Philidor [View news story]
    Does Valeant have any ties with Lucena?
    Oct 30, 2015. 08:24 AM | Likes Like |Link to Comment
  • Social Data Anticipated Buffalo Wild Wings' Earnings Miss [View article]
    I would be very skeptical about this type of data/approach. Most people do not Tweet, most people think it is a waste of time.
    Oct 29, 2015. 04:40 PM | 2 Likes Like |Link to Comment
  • The Market Is Wrong About Gilead Sciences' Growth Prospects [View article]
    DoctorRx in his recent piece contends that they effectively did not raise guidance.

    I took some small positions here. I think the issues with the Abbvie Product will help GILD, even though they downplayed the possibility on the call.
    Oct 29, 2015. 09:19 AM | Likes Like |Link to Comment
  • A Look At Spirit Airlines After Updated Guidance [View article]
    The airline industry has a long history of irrational competition. They got away from that for a few years with consolidation, but now it appears to be returning. The main competitor taking business is reported to be American. American has much larger pockets than SAVE. Can they keep it up until SAVE is damaged? (the AMZN model)
    Oct 17, 2015. 11:45 AM | 1 Like Like |Link to Comment