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PSalerno

 
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  • Why Investors Should Avoid Yelp [View article]
    It looks overvalued , but very dangerouse to short, isn't it ?
    Aug 22 02:47 PM | Likes Like |Link to Comment
  • EXAS: Testing Negative For Future Revenue [View article]
    I do not know the healthcare system in eastern Europe, I know better the healthcare system in Italy and in USA. None system is perfect, even in USA there are many mistakes. I keep my opinion that there will be no saving because for every deadly CRC avoided there will be another additional deadly illness which would not materialize if the patient had died for CRC. There is also the additional cost of the tests. May be the US system will pay more, but the insurers will need to ask additional money to cover the patient and the salaries for the low to middle income people will not allow such costs.
    Aug 20 12:36 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    Most cancers are showing increasing incidence as long as human life is getting longer. But people who will eventually avoid CRC will die anyway for another illness, so where is the saving ? They will spend to make Cologuard, and later will spend even more to take care of the additional illness. There is NO saving.
    Aug 18 05:03 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    It is normal. Most of cancer have an increasing incidence rate, but pancreatic cancer is less frequent than others.
    Aug 18 01:21 AM | Likes Like |Link to Comment
  • EXAS: Testing Negative For Future Revenue [View article]
    I keep my opinion that any supposed saving is delusional because, even if the CRC will fade, the patients will have other kinds of tumors or illnesses. CMS will spend more money for CRC prevention and as results for other therapies. People will keep dying, they will not become immortal because of Cologuard.
    Aug 18 01:18 AM | Likes Like |Link to Comment
  • The Latest Unsustainable Trend [View article]
    This is an overlooked problem. I saw the payout ratio expanding for many companies and this cannot go on forever. If we have a contraction in earning for any reason these stocks are vulnerable. We should look also at several other stocks even if they are perceived as relatively safe or high quality.
    Aug 15 01:58 PM | 1 Like Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    There is a misinterpretation of the report. The fact that Pancreatic cancer is more deadly does not make it more frequent. The fatality rate is irrelevant as source of revenue, what is relevant is the incidence.
    Aug 15 12:40 PM | Likes Like |Link to Comment
  • EXAS: Testing Negative For Future Revenue [View article]
    It is not offensive, it is a paradox, but the concept is that healthcare costs money, and the money is limited so it should be deployed with wisdom. The goal is not to save money, but to improve the health with a budget that is not infinite.
    Aug 15 12:35 PM | Likes Like |Link to Comment
  • Why GlaxoSmithKline Is A Tempting Buy [View article]
    GSK is more expensive than AZN as takeover.
    Aug 15 07:28 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    This comment, like others of energy trader, is low quality, blanket dismissal of another opinion or facts , offensive and unrelated to the topic of the discussion and has been reported.
    Aug 15 01:04 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    I disagree. Pancreatic cancer is not so frequent and this test will be most probably only for high risk people, not for everyone, so the revenue will be much much lower.
    Aug 15 12:57 AM | Likes Like |Link to Comment
  • EXAS: Testing Negative For Future Revenue [View article]
    If you don't care why are you arguing with me in so many comments ?
    Most of your comments are directed to me.
    Aug 15 12:54 AM | Likes Like |Link to Comment
  • Anadigics Is Significantly Undervalued As Product Design Wins Pile Up [View article]
    Did not read well, I thought it was a biotech for your past interests. So even changing sector did not help to get positive results.
    Aug 14 04:03 PM | Likes Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    You forget we need the NAT GAS and only Russia can provide it for the next several years. Conversely Russia can buy those items somewhere else very easily.
    Aug 14 01:08 PM | 1 Like Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    There is not so much important to know about CMS. It is a problem of money available, by the system, by the people, and the US deficit. The macro-picture is more important than your stupid details about codes.
    Aug 14 11:15 AM | Likes Like |Link to Comment
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