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McBride

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  • Amgen Is Poised For Continued Success [View article]
    They're now too low (DNDN) oversold based on nebulousities like competing drugs not yet indicated for earlier usage and MDV3100 not yet out of the FDA phase 3. SEC investigation may come up blank and risks of investment and forward looking statements should be a good defense. Investigations into Bear raids and short selling activities may not be undertaken, but, would also prop the DNDN share prices if the Street understands the ramifications.

    See Dr. Theodore Cohen's posts about the latter.
    May 24 01:12 PM | Likes Like |Link to Comment
  • Amgen Is Poised For Continued Success [View article]
    XBI is outperforming FBT impressively in the last month since you've posted.

    In fact, XBI is outperforming the broad markets impressively. Perhaps less in/out of the XBI fund and buying into your FBT weighting (as it is near its 52 week low) may be the thing to do?

    Perhaps overweighting with Amgen and DNDN will help you out. The future is bright with those two, and maybe your Management firm can make up on some lost ground for all those disgruntled investors
    Dec 13 08:15 PM | Likes Like |Link to Comment
  • Amgen Is Poised For Continued Success [View article]
    Indeed, I see the fund has very active management at 35% annual turnover with a 0.60% cost ratio. Very interesting. I would think that type of turnover would be more prosperous in biotech- a negative 17% year to date is not amazing.

    I have to presume you use other biotech ETF vehicles?
    Nov 14 05:50 PM | Likes Like |Link to Comment
  • Amgen Is Poised For Continued Success [View article]
    What was the prior weighting of DNDN? The FBT is down over 17% for YTD. Was Dendreon once a much larger holding that got crushed?
    Nov 14 01:49 PM | Likes Like |Link to Comment
  • Amgen Is Poised For Continued Success [View article]
    Is anyone else having problems getting paid on XGeva?
    Oct 26 01:08 PM | Likes Like |Link to Comment
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