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  • Pozen Inc. Is A Great Opportunity For Investors [View article]
    They didn't exactly say they are "too busy working on other applications". Sure, that's one possibility that could be inferred from their statement. But why do I get the feeling something fishy is going on here?

    But, maybe it is just really low priority. After all, it's just an aspirin-based drug. Patients can take Nexium followed by aspirin if need be. Or just take it after a meal.

    My take on Pozen is that these CRLs are just the beginning of its woes. 2015 might be the year it finally gets punished by the market.

    Not a very good article. And so far, not a good call.
    Dec 17, 2014. 10:00 PM | 1 Like Like |Link to Comment
  • Apple: The $200 Billion Question [View article]
    Interesting. But unless Apple is getting the 64 for the same price as it was getting 32, that would likely decrease its margins (also the display is bigger so I'm assuming it is more expensive for the company).

    Eagles is comparing the ip6 to ip5c. I don't think that's correct. The ip6 is the new ip5s. The 6+ is something new that doesn't have a corresponding model from last year. And it probably won't have nearly the same appeal after initial pent up demand is fulfilled. I think once most people try out such a massive phone they realize it's too big to be practical.

    What could also happen is that people realize they actually like the size of their ip5s and may be inclined to stick with that (afterall, Steve Jobs seemed to think that was the optimal size...or so he said). If that were to happen, ASPs would be lower. We don't know iPad pricing yet, but it looks like Apple is facing enough competition now that it may need to drop prices on iPad (like say, putting the new 12" model at the current iPad air price). That will be interesting and have a big impact on ASP
    Oct 9, 2014. 11:28 AM | 1 Like Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    "If you look at all of Apple's competitors over, say, the past 10 years, all their stock prices are utterly pathetic."

    You could've said the same thing about Microsoft 15 years ago (with Apple being one of its utterly pathetic competitors). But the market is forward looking. Looking at the last ten years and hoping/assuming that will continue isn't the best strategy.
    Oct 6, 2014. 09:37 AM | Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    What your talking about is people's perception of quality, not necessarily intrinsic quality. Marketing also plays a bit role in pricing power and profitability. The fact people are willing to wait a day or longer in line just to be the first to buy a new iphone shows just how ridiculously brainwashed so many people are.

    Eventually, this will come to pass and a new corporate brainwasher will arrive and overthrow the old.
    Oct 6, 2014. 09:07 AM | Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    "Crap" and 'junk"? A lot of experts would now beg to differ with that characterization of the competition. And for many people, even many of those who can afford it, the elegance factor of an Apple product is about as piontless as diamonds or a luxury watch. Fact is, the "crap" is besting Apple on a lot of metrics. You can find better cameras, faster processors, more RAM, higher definition screens, longer battery life and so on in other devices. People love choice and not everyone will choose elegant or trendy, even if when they can afford it.
    Oct 5, 2014. 10:04 PM | 1 Like Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    But it would be okay if it was serving the Longs? Go back and look at all the bearish articles on MNKD and you'll see now, with the benefit of hindsight that they were doing more than "serving the shorts" (I'm sure the longs were claiming something to that effect at the peak of their euphoria). But indeed, those authors were right and were saving the longs from the inevitable rapid decline.

    Analysts, writers and CEOs can influence a stock for short periods of time, but eventually the facts will outweigh them.
    Sep 21, 2014. 10:43 PM | 3 Likes Like |Link to Comment
  • Long-Term Outlook - Bleak! [View article]
    Good point MC, and I think your explanation fits the chart much better. When I saw the Growth Rate chart, I didn't "clearly see" a downtrend. It looks more like a sideways trend with lots of ups and downs. So, it would probably be best to follow the same old sage advice and buy the busts and sell the booms. Ignore "the economy" and all the noise it generates and focus on finding good companies that are undervalued.
    Sep 21, 2014. 10:02 PM | 4 Likes Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    Market will do what market will do. A SA article on AAPL might influence price a percentage point or two on the day of publication. If you can't stomach that then you get a D- on your investment skills. It's not even particularly bearish - take some profits at resistance, after an over-hyped product release - seems very prudent and rational.
    Sep 19, 2014. 09:57 AM | 1 Like Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    Well, if 3422 has greater efficacy than sofosbuvir against a specific genotype, that would give it the distinction of being "better" in that sense. But if it's not better in some sense, why would any drug company pay $2B or more for it knowing they would be going up against GILD and other big pharma who are getting drugs to market very soon? As soon as GILD pays back its investment, which won't take long, it has the upper hand in terms of pricing.
    Sep 18, 2014. 09:47 AM | Likes Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    So you're short then?

    ;)

    I think this is what is meant by greed/euphoria in the stock market.

    They all have their iGoggles on, not able to see that you're doing them a favor. Oh, but wait, that's Google that has those crazy hi-tech glasses already.
    Sep 17, 2014. 02:06 PM | Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    So in other words, just theory. Theory is all well and good but it's not the same as real world testing. ACH-3422 could in theory be an enantiomer of sofosbuvir, having the exact same chemical formula, yet have a completely different outcome (consider the classic example of limonene and the completely differernt outcome in our perception of smell of each enantiomer). Phamacology is complex, you never know these outcomes until you test with large enough sample sizes.

    But you miss the point, the crucial economic one - ACH-3422 is irrelevent unless it is proven to be better than sofosbuvir, which will take a long time and money invested in later stage trials.

    Meanwhile, GILD is benefiting from the real world deployment of Sovaldi, getting feedback from doctors, etc. It will of course be working at tweaking the drug to be able to treat the small cohort of patients who do not respond the current formulation.
    Sep 17, 2014. 12:03 PM | 1 Like Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    What I find interesting is that a few years ago, ACHN seemed to be putting its efforts towards ACH-2684 rather than 3422. So, did they realize 2684 wasn't going to cut it (although it showed some promise, big pharma doesn't seem very interested) and then decide to go with plan B (3422)? Or did they foolishly decide to save the best for last?

    What's this great insight you have into 3422, frontiers? Gambler's intuition?
    Sep 16, 2014. 03:36 PM | Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    "The seven generic manufacturers that signed on with Gilead to produce generic Sovaldi are among the globe's biggest generic drugmakers. That means that they have the scale necessary to reach millions of patients far more quickly than if Gilead had tried to go at it alone."

    http://bit.ly/1pi5L5l

    Bottom-line is that Gilead has the experience and know-how to make rapid deployment of Sovaldi, world-wide. ACHN is already priced for a best case scenario - approval of it's treatment and partnership with big pharma.

    Nice article, hits the nail on the head this time.
    Sep 16, 2014. 09:46 AM | 2 Likes Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    Frontiers, you just couldn't resist adding yet another false statement here? Are you "delberately misleading" or do you just not realize that SA wasn't kicked off (they pay Yahoo for pageviews it brings in). And you've got it mixed up as to who has the higher publication standards of the two. If you like reading endless articles that begin with "Why XXXX is up today" then by all means, go read there. If you like unique ideas, authors who write with conviction and back up their sentiments with money in the game, read at SA.

    As regards ACHN - when is it going to keep skyrocketing? Will it hold up if the market makes a significant correction. I highly doubt so. A pure sympathy play like this deserves to get crushed in a broad market selloff.
    Jul 27, 2014. 04:12 PM | Likes Like |Link to Comment
  • Tesla: 4 Reality Checks For Bulls To Consider [View article]
    TSLA may not be trading cheaply, but to liken it to a "bubble" is going to far. It's not an apparition like the South Sea Company, it's not completely ungrounded in reality like the Dutch Tulip mania nor is it some dot com facade. Tesla is a real company with a visionary CEO, and a solid product with disruptive potential. So, to suggest that the inevitable outcome is as depicted by the often cited greed/fear diagram, that is, ending in a precipitous drop, is just a scare tactic. With a real and growing company like TSLA, that outcome is not "inevitable", as this article suggest. The other alternative (aside from continuing upward) is a long consolidation phase, as more and more data becomes available to provide clarity.

    I have no position in TSLA. I just find it funny that it's one of the most popularly cited overvalued/bubble stocks. There many stocks that are greatly overvalued, but not TSLA (not AMZN either, another very popular one). Betting that it can't become a Ford or GM, or even bigger, is also speculation.
    Jul 16, 2014. 09:27 PM | 2 Likes Like |Link to Comment
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