Comments on Greg Wilder's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/greg-wilder/articles http://seekingalpha.com/article/77693/comments?source=feed#comment-195619 195619 Mon, 30 Jun 2008 00:31:20 -0400 http://seekingalpha.com/article/59607/comments?source=feed#comment-119978 119978 Wed, 27 Feb 2008 22:08:11 -0500
To start the drug that they "supposedly" over payed for was part of a move to hedge out into different therapeutic areas of the pharmaceutical industry, which I think is a great move. SEPR is no 11 figure Glaxosmithkline (GSK) or Merck & Co. Inc (MRK), but its also not a monotone bio-pharma like Bio-Marin Pharmaceutical Inc. (BMRN) trading at 77 times earnings. Sepracor has approved drugs for allergies, asthma and insomnia, they are in phase 3 with an epilepsy med and have a bunch more in the pipeline.

The numbers look decent too. The market cap right now is just over $2.5, bil, but it does half of that in revenue. It trades like the big barons (PFE, LLY, SNY, MRK, GSK) in terms of P:E but still offers huge growth prospects; being that it is valued at a percent or two of those companies and the introduction of one of SEPR's drugs could tsunami their balance sheet.

Analysts don't expect Serpacor to earn as much money as management does, but when they announced that the stock plummeted. They also supplemented their contradiction with a downgrade and I think that is why it is already a value. Institutions have their entire fist in this company, but there is still over 2 million shares trading daily. If management can follow through at the end of the week I would expect the news to travel.

The reported mess that could exist at Serpacor is a huge short term risk. I read an expectation as low as $20 for a share. If it gets down that low before Friday it would seem to be a good buy because bad news would just provide evidence for that price and would probably not send it any lower. But, if the mess is not as bad as everyone expects, this stock has good upside potential.

If you like my comment check out my new blog at DanielNathel.blogspot.com

Disclosure: I may buy this stock in the near future.]]> http://seekingalpha.com/article/53357/comments?source=feed#comment-101576 101576 Sun, 11 Nov 2007 01:11:45 -0500 http://seekingalpha.com/article/20408/comments?source=feed#comment-99369 99369 Mon, 22 Oct 2007 15:52:05 -0400 http://seekingalpha.com/article/20408/comments?source=feed#comment-98988 98988 Wed, 17 Oct 2007 14:36:16 -0400 www.siriusspecials.com and let me tell you. This puppy will compete. When Apple finds a way to integrate Satellite Radio or expand the memory like the stiletto then I think you have a better argument. Sirius users are definitely youth-oriented and Internet-savvy.]]> http://seekingalpha.com/article/34380/comments?source=feed#comment-90032 90032 Sat, 30 Jun 2007 09:02:04 -0400
mp4-converter.net/zune.../]]> http://seekingalpha.com/article/20408/comments?source=feed#comment-74745 74745 Mon, 13 Nov 2006 23:29:12 -0500 http://seekingalpha.com/article/20408/comments?source=feed#comment-74603 74603 Mon, 13 Nov 2006 01:21:00 -0500 http://seekingalpha.com/article/20408/comments?source=feed#comment-74589 74589 Sun, 12 Nov 2006 23:38:42 -0500 http://seekingalpha.com/article/18919/comments?source=feed#comment-71181 71181 Sat, 21 Oct 2006 00:48:40 -0400
The big reason for Yahoo's negative earnings growth in the past couple years is the change in stock option expensing during this period. I don't know how Google compares in regards to stock option expensing however.

I don't feel it is likely for Microsoft to buy Yahoo simply because I don't think they want to buy a unix-based company. I've heard it was a fiasco converting Hotmail to Windows and I doubt they want to go through that again on an absolutely gigantic scale. You can't figure they would let Yahoo sit running FreeBSD either. They're just too arrogant.]]> http://seekingalpha.com/article/18919/comments?source=feed#comment-71140 71140 Fri, 20 Oct 2006 18:43:07 -0400