Michael Slattery

Special situations, event-driven, medium-term horizon, biotech
Michael Slattery
Special situations, event-driven, medium-term horizon, biotech
Contributor since: 2011
Company: StockDotGenie
When you can plug in an Oculus and actually go to the event you will create an incredible experience. Hope that this is where Facebook is going.
Thanks Paulo:
I see two catalyst, one is the dilution which I will wait for to add the position that I took when I wrote the first article about Oculus on SA: "http://seekingalpha.co..."
The second is the catalyst you describe. The first will cause the share price to dive and the rest of the story, for at least the next 18 months should be very exciting for investors in this story stock. Thanks for the excellent article and great research. Michael
Hello Alex:
You should take a few minutes to watch the following video. I am assuming it is about NVDA. If half of what this guy states is factual you should write up his primary points for SA.
http://bit.ly/1OSSrqz
Michael
I agree with your assessment. I believe that the market is concerned with what the profitability of the RSV or indeed any vaccine will be in an evolving healthcare market. Will governments, insurers and NGO's be willing to make this a viable investment by the biotech's and Pharma's? Downward pressure on the entire healthcare industry is another culprit. At this level I can't see how anyone could lose in this investment $6.87 as of this writing, but you would need to be patient as regulatory approval is still about 24 months away. If some of the pricing of vaccines or an emerging threat that Novavax is uniquely qualified to address emerges than a takeover bid will materialize. Some what surprised that this has not already happened as you pointed out the product and the companies platform have been derisked.
This all could happen at lightning speed. They where looking for a test track. That implies that they have something to drive on it. Fiat and BMW have been in discussions, but no one knows about what? It could easily be that they are being interviewed to be the Foxconn component. I bet VW would be more receptive to those discussions at this point and time. This scenario could actually mean that in as little as 18 months we will be driving an AC. Siri take me home ;√)
Quote from above: "I completely agree that TA is just one tool in a traders arsenal, but by applying all of your global, information analysis, or what I refer to as situational awareness and combined with the signals provided by SDG, you can make time critical, successful trading decisions that dramatically increase you chances of being profitable in a trade."
"Any sufficiently advanced technology is indistinguishable from magic." http://bit.ly/1jdgLWG
Agree with BAHAMAS1:
Cramer is pure entertainment, but if you are investing on his advice or think he's great..... you account is dooooooomed ;√((((
Michael
http://bit.ly/1M1lNjZ
I have a good friend who is hard of hearing. The one feature of the newest vs of Apple TV, the ability to ask Siri "what did they say?" and have the stream back up 30 seconds and then automatically turn on captions will sell a lot of units. My hearing's pretty good and I know I will use it. Everyone on Mr Robot seem to be talking softly, with marbles in their mouths and must have bee recorded by the Asst Directors iPhone mic. An old iPhone at that ;√) The remote is just a hint at what is coming from Apple to re-define the TV experience and once again allow mere mortals to regain control over their home entertainment monster.
What Kjellin says would be accurate if he was not ignoring one critical fact in the trading of all financial instruments. Emotions directly affect supply and demand. Supply and Demand fluctuates in direct response to changes in sentiment, but the results are the same as in any other market. If demand (driven by positive sentiment) is greater than supply the price will go up. If supply is greater than demand (weak or negative sentiment) the price will go down. Volume is the ultimate data point signaling this, but must be combined with price to make the final determination. Technical Analysis can be almost magical in determining when this change in sentiment is taking place and flagging it, as this is exactly where the price will change direction.
StockDotGenie excels at identifying sentiment and areas of volatility where turning points are likely and then provides you with definitive trading indications by analyzing recent price and volume clearly flagging turning points. I completely agree that TA is just one tool in a traders arsenal, but by applying all of your global, information analysis, or what I refer to as situational awareness and combined with the signals provided by SDG, you can make time critical, successful trading decisions that dramatically increase you chances of being profitable in a trade.
SDG relives traders of the necessity of initially learning or even completely understanding multiple Technical Analysis Indicators. It takes 10 minutes to completely master. Trading stock takes about 10 years to master. The website below endeavors to take 9 of those years off of the process.
http://bit.ly/1M1lNjZ
Good Luck with your Trading,
Michael
Resisted Apple TV for years and bought one for a friend because he had an old plasma TV that did not have any kind of streaming access. I immediately fell in love whit the ease and friendliness of the products interface. The fact that I could seem my small laptop entire screen enlarged to 65" was amazing being away from my desktop no longer mattered and all of this was on a old Apple TV. Bozos (not a spellcheck error ;√) is frightened and should be. Glad to go to the Apple Store and by the newest version because it's Apple and amazing, not Amazon. I am a prime member as well and there is little benefit to that atribution except the 69 bucks going to Jeff.
You interchange 3D and virtual reality. They are not the same thing or even remotely close to one another. Read the follow SA article when the OR deal was first announced. You need to open your mind to a new reality that will transform education, entertainment and science.
http://seekingalpha.co...
Armenia: Lost a lot of money on GTAT, so did AAPL. Who do you think had the most information; Matt or AAPL? We all got screwed by GTAT's management. Not by Matt.
Facebook looks nothing like it did five years ago. It will be a totally different animal five years from now. This company is an adaptive chameleon that reflects the needs and wishes of it's users and as such will always be a viable and growing concern.
Good Article Matt:
Did your produce or come across a list of publicly traded companies in the augmented reality or virtual reality fields? Given the growth you site over the next few years, I would like to find some good ground floor prospects. Seems like any company making this list would be a candidate for acquisition.
Thanks, Michael
Two years later and this appears to be the only progress that can be reported. Still seems tenuous until GE, Google, Apple or Tesla invest.
http://tinyurl.com/ndl...
Hello jmorse:
Submitted new article today, Sunday 22 of Feb.
Should be up in a day or two.
Thanks, Michael
NYT's has come to the party ;√)
http://nyti.ms/1CEr8bk
I believe that there will be a "must-have" mentality shortly after the first commercial release of Occulus. This will be similar to the iPhone phenomenon. Not because of games or gamers, but because of multiple markets that will entice the world with some shiny, sparkly, bobble, relevant to each of us. Occulus will be providing income, but not GAAP profits to FB by the end of 2015. http://seekingalpha.co...
Think he read my article ;√)
http://bit.ly/1u3Wcup
Mobile Phones, iWatches, Oculus and all other emerging VR systems, tablets, and the internet of everything. It's just a matter of time before this stock soars and the short are shortless - and it won't be long!
Yes, I would appreciate more info on that issue as well.
Smart cars seemed like they were years away, then Tesla, in its current software update, lets you switch on "assist" which is basically an auto-pilot for freeways and you realize that in large part, it's here right now. BMW and Mercedes have similar options on their premium models, and more auto manufactures will add these features to all of their vehicles over the next two years. Apple, Google and Microsoft all are involved in hands free driving, development programs that they will be monetized in the next two years. This will require more infastructure from producers like ISNS and of course others. This is an emerging market that is at a tipping point and will explode in 2015.
Economic Vital Signs in 3rd Quarter Were Strongest in a Decade >>>:
http://nyti.ms/1wyX369
Very good article, as a stockholder I am grateful. On the Oculus Rift issue, read the following and then determine if, when and by how much, Oculus will add the bottom line of FB.
http://seekingalpha.co...
PDE, planned obsolence is indeed a nuisance, but the reality of the situation is after two years, you are holding a technological antique in your hand. It's time to upgrade and enjoy the new innovations this opens up to you, like Apple Pay, health kit, home kit and amazing cameras.
I agree with the author on several points, but especially this; if they won't take my Apple Pay, they won't have me as a customer.
I recently sold 1/3 of my AAPL to buy FB. I was shocked to see this article's title.
Time will tell ;√)
goofydon is not goofy at all, he's right on ;√)
Author’s reply » Piper Jaffray Analysis: Top Pick for 2015: Reiterate Overweight Rating and $10.50 Price Target. Posted 12/17/2014

Novavax is a fully integrated vaccine development company with an experienced management team, strong balance sheet and extended $100 million BARDA contract, a state-of the-art manufacturing facility, a pipeline of promising vaccine candidates and a proprietary adjuvant. We look for several important clinical trial read-outs in 2015 to drive Novavax shares toward our price target, and position the company to begin registrational trials of its two potential blockbuster vaccines. Importantly, because of this success and differentiated product offering, we view Novavax as a potential acquisition candidate. Novavax ended 3Q:14 with cash of $190 million plus the $100 million BARDA contract. We reiterate our Overweight and $10.50 price target.
Piper Jaffray Analysis: Top Pick for 2015: Reiterate Overweight Rating and $10.50 Price Target. Posted 12/17/2014
Novavax is a fully integrated vaccine development company with an experienced management team, strong balance sheet and extended $100 million BARDA contract, a state-of the-art manufacturing facility, a pipeline of promising vaccine candidates and a proprietary adjuvant. We look for several important clinical trial read-outs in 2015 to drive Novavax shares toward our price target, and position the company to begin registrational trials of its two potential blockbuster vaccines. Importantly, because of this success and differentiated product offering, we view Novavax as a potential acquisition candidate. Novavax ended 3Q:14 with cash of $190 million plus the $100 million BARDA contract. We reiterate our Overweight and $10.50 price target.
I was a principal on a deal team that put together a $1.4 billion deal between a small biotech and F. Hoffmann LaRoche A.G. There were multiple suitors involved and they were all involved in receiving clinical updates, as well as updates on advancements to second generation drugs from the same peptide based platform, two years in advance of the final deal announcement.
No one outside of the companies involved were aware of the discussions and often the companies where only aware of each other in a very general sense, i.e. I told them there were other companies involved in discussions, but did not disclose who they were.
The only way we retail investors, will ever hear of deal talks, is if one is finalized or if a bidding war erupts, and one of the deal teams see some strategic advantage of making their play public.
To late to call this short, but the gist of it is, you are very unlikely to hear anything from anyone about deal discussions prior to a joint announcement.