Seeking Alpha

Rockford Coscia

 
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  • Alexza's CRL Offers Long Term Investment Opportunity [View article]
    Appreciate it JP.

    BIOD is tricky. I am tempted to hold through. I'm waiting to see if a partner materializes. I am of the viewpoint that if BIOD can't convince a potential partner it has a good case for approval, it probably doesn't have a good case. There's a lot of upside if a partner signs and it would appear to me they should get one and that's my reason for holding at the moment.

    I also am holding DCTH and like it long term - BMY buy-out or no. I was hoping to share some DD in the near future. SPA looks good. Conference calls sound good. Still undervalued in my opinion. NDA submission in the next month or so should send shares higher.
    Oct 14 11:07 AM | 1 Like Like |Link to Comment
  • Alexza's CRL Offers Long Term Investment Opportunity [View article]
    Still have AVNR. 'No positions' means no positions in the stocks stated in the article. I did own ALXA but opted against holding it through the catalyst date and sold it after it started to trend downwards prior to the PDUFA date.

    I update all my holdings in real time on my Twitter account. My current holdings are BIOD, AVNR, OREX, QCOR, DCTH, and ISTA. AVNR I plan on holding through approval (although I may drop it if it continues to trend down to hopefully pick it up again at a lower price prior to PDUFA).
    Oct 14 06:03 AM | 1 Like Like |Link to Comment
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