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Michael Slattery

 
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  • Is 2015 The Year Of The Digital Wallet? [View article]
    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.
    Dec 27, 2014. 01:43 PM | 1 Like Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    I recently sold 1/3 of my AAPL to buy FB. I was shocked to see this article's title.

    Time will tell ;√)
    Dec 20, 2014. 06:24 PM | 6 Likes Like |Link to Comment
  • Apple Watch: The Hidden Advantages [View article]
    goofydon is not goofy at all, he's right on ;√)
    Dec 17, 2014. 02:06 PM | 7 Likes Like |Link to Comment
  • Is Novavax Really Worth 25 Times As Much As Vical? [View article]
    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.
    Dec 17, 2014. 12:12 PM | 2 Likes Like |Link to Comment
  • Novavax: Expect Chain Reaction In Stock Price From Multiple Catalytic Events [View article]
    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.
    Dec 17, 2014. 12:11 PM | Likes Like |Link to Comment
  • Novavax: Expect Chain Reaction In Stock Price From Multiple Catalytic Events [View article]
    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.
    Dec 11, 2014. 05:28 PM | 2 Likes Like |Link to Comment
  • Novavax: Expect Chain Reaction In Stock Price From Multiple Catalytic Events [View article]
    Clinical research gains provide clarity as they move through the clinical development process. As multiple drugs from the same platform continue to perform, all within very defined parameters, demonstrating safety and efficacy all the way through Phase II, that platform's is more likely to succeed than fail.

    As the article demonstrated the vaccine market is becoming more attractive because of multiple factors, including the Affordable Care Act, but there are also many other factors driving the improved profitability of vaccines.

    Combine Novavax's Optimal targeting and production process with a market that become more attractive by the day, and you have all of the elements lined up like dominos to recreate the situation that caused a bidding frenzy preceding Astra's acquisition of MedImmune.
    Dec 11, 2014. 11:31 AM | Likes Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    Electric Cars are the future from BMW's viewpoint. They also must believe they can get there quite easily without Tesla's assistance.

    BMW announces plans to electrify its entire core range : http://bit.ly/1vd3zi4
    Dec 2, 2014. 12:18 PM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    Tails from the Past:

    "I think price points, size/weight and general design still need to be improved considerably for VR to achieve mainstream adoption...that could take 5-10 years."

    The SKD II that is currently available to the developer community weighs less than 16 oz. The commercial version will certainly come in under that weight. It won't be five years before this is widely adopted, Facebook will sell all of the first run of 500,000 in a few days.
    Nov 30, 2014. 09:18 PM | 1 Like Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    How interesting wag1: Are you still hallucinating? There must be some great stories that probably can't be shared online ;√) Thanks, Michael
    Nov 29, 2014. 10:50 PM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    New, game-changing technology platforms that have the potential to become self-standing ecosystems, with broad appeal, in multiple market segments, are rare. Sometimes when they are first broached and prior to wide exposure, it is difficult to get beyond our own, preconceived impressions. The broader this potential is and the more demographic segments it includes, exponentially magnifies the probability that most of us will not comprehend the extent of the disruption that will occur. A rift can be described as a tear in the fabric of the Universe. Facebook’s most recent acquisition and about to be released product fulfill that dramatic definition.

    Many individuals discounted the utility of a smart phone when Apple first introduced the iPhone. Steve Ballmer served up one of the most memorable quotes on its future prospects: “There's no chance that the iPhone is going to get any significant market share.” Several other equally inane iPhone predictions can be found here:http://read.bi/XYphas

    These individuals did not foresee the ability of a new device to reinvent a product category, producing a new level of demand for a device that many felt was unneeded and unnecessary. I believe that Facebook may be about to parallel this product development achievement.
    Nov 29, 2014. 10:08 AM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    Tnguy67 please read the article on the following link: http://bit.ly/1v2IhJ8 The company is similar to Next Galaxy and their product Ceek. The field as I stated in the article is moving amazingly fast. Here is 3D-4U's home page. http://bit.ly/1v2IhZo
    Nov 28, 2014. 10:43 PM | 1 Like Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    It seems to be augmented reality, i.e., providing additional data about your current situation or location. Looks amazing, here is a link: http://bit.ly/1FBT7He
    Given the early development stage of this startup I don't believe it will compete with Oculus for at least a year.
    Nov 28, 2014. 12:38 PM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    Here is a link to a review of Vuzix's VR headset. http://bit.ly/1vr3Nan
    It does not look like a very good product and certainly not a viable competitor to Oculus.
    Nov 27, 2014. 11:14 PM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    Oculus's advantage stems from the elimination of lag as stated in the article. With lag you get sick, without it you are free to comfortably experience new and old sights, never before thought possible, from the comfort of your home.

    I agree that VR has been around for quite some time. In its older versions it was primarily a very expensive tool utilized by the military. The biggest drawback of those units was referred to as simulator sickness and as it was in the beginning, it was caused by lag.

    Oculus is superior to all previous VR HMD's in every technological benchmark, you may wish to measure, (except cost), but it is by far and away the leader in eliminating nausea caused by motion lag.

    The Image compression and decompression software is proprietary to Oculus.

    Thanks for your comments, they are good and valid points. Michael
    Nov 27, 2014. 06:37 PM | 1 Like Like |Link to Comment
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