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Shane Farley  

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  • A Capital-Efficient Prescription For New Drugs: Raghuram 'Ram' Selvaraju [View article]
    Selvaraju has a $25 target on SGYP but has said in his research report that $40 is possible because of the value of Ironwoods drug. IRWD drug is worth $3-$3.5 billion vs less than $300 mil for SGYP
    Nov 1, 2012. 05:11 PM | Likes Like |Link to Comment
  • What Just Happened To Netflix? [View article]
    I loved the Netflix earnings. They added 1.85 mil subscribers even though the Olympics stole the show for 2 weeks mid quarter and we were in the teeth of the European debt crisis. NFLX just launched in 5 countries. 8 more are coming based on job postings this week including Germany and Japan. Latin America, Canada, Europe,

    I bet the stock rebounds big tomorrow. Too many algorithms read this report wrong

    I picked up shares after hrs at $56.90...see if I'm right
    Oct 23, 2012. 09:19 PM | 1 Like Like |Link to Comment
  • Nattering Nabobs Of Netflix Negativism, Revisited [View article]
    International growth is going to surprise to the upside. Once NFLX breaks 50 mil subscribers they will have all the power over content providers. A friend in Brazil recently wrote me "Thanks God for netflix because we don't have cable TV". They have old school high speed DSL internet service over the phone line but no cable tv. Microcosm of whats to come for nflx imho.
    Oct 3, 2012. 01:01 PM | Likes Like |Link to Comment
  • Netflix: International Markets May Save This Stock [View article]
    International growth will surprise to the upside IMHO. I love it when blue chip Internet brands from USA go global. Picture NFLX with 75-100 mil users worldwide. Eventually nflx scale will give them power over content providers. Plus Internet tv's will be the next big thing and nflx is perfect for that opp
    Sep 24, 2012. 04:39 PM | 1 Like Like |Link to Comment
  • 5 Quality Chinese ADRs Trading Near Historical Lows [View article]
    Is it safe to assume that all major handset makers need to hire Autonavi or their competitor for maps in China. These 2 companies have a virtual monopoly?
    Sep 23, 2012. 09:32 PM | Likes Like |Link to Comment
  • AutoNavi Q2 Recap: Accelerating Growth In Mobile Map [View article]
    It looks like analysts have found Autonavi logos in Apple's new beta mapping service for iphone/ipad in china. this stock could easily double
    Sep 21, 2012. 11:15 AM | Likes Like |Link to Comment
  • Netflix: Stay Away, It's Still Too Expensive [View article]
    I think international growth will surprise to the upside. I think this is likely why there was insider buying in the $70's. Content companies will have less and less power as Netflix grows to 50 mil, 60 mil, 100 mil users worldwide. picture Netflix with $1 bil a month to spend on content.
    Sep 17, 2012. 04:30 PM | Likes Like |Link to Comment
  • Simple Math Showing Why Synergy Pharmaceuticals Is Undervalued [View article]
    this quote is from June 2012 SGYP research report from Aegis Capital. They say IRWD owns about 40% of the rights. I've heard 38%, 39%, and 40% and these appear to be best guesses based on how end market demand plays out around the world. This excerpt is from Raghuram Selvaraju from Aegis, one of the top biotech analysts on Wall St. He is known as an intellectual superstar in biotech analyst world. He has $25 target and says $40 is possible for SGYP. Smart money follows him. He has long followed and recommended IRWD as well. He knows this class of drugs well.

    "Based on the above publicly available information, we believe Ironwood’s share of linaclotide is roughly 40% of the drug’s total value. Furthermore, we note that the upfront payments alone in these agreements total $140 million. Given Ironwood’s
    market cap of $1.2 billion (~$1.5 billion fully-diluted), we believe the current market value being assigned to linaclotide is approximately $3 billion. In contrast, Synergy’s 100% ownership of rights to plecanatide and related peptides is currently valued at $300
    million. Despite linaclotide’s substantial lead on plecanatide, the considerable discrepancy in valuation between Synergy’s interest in plecanatide and the market valuation of linaclotide appears to be unwarranted, in our opinion. We would note that, if plecanatide were to be valued at a level similar to linaclotide, the implied price per share of Synergy stock would approach $40, without considering Synergy’s pipeline."
    Aug 30, 2012. 04:31 PM | Likes Like |Link to Comment
  • Simple Math Showing Why Synergy Pharmaceuticals Is Undervalued [View article]
    IRWD owns about 39% of the rights to their drug.
    Aug 30, 2012. 04:20 PM | Likes Like |Link to Comment
  • Top 5 Insider Buys Filed On August 21 [View article]
    Great job putting these out every day
    Aug 22, 2012. 09:16 AM | Likes Like |Link to Comment
  • Trovagene: More Smoke And Mirrors [View article]
    Here is a video of Trovagene CEO Antonius Schuh at the Nasdaq when the company first got listed. He talks about how the Trovagene science is 10 years in the making and what they can do with it.

    See 2:30 mark
    Aug 21, 2012. 09:30 PM | Likes Like |Link to Comment
  • Trovagene: More Smoke And Mirrors [View article]
    I just own shares.
    Aug 16, 2012. 10:14 PM | Likes Like |Link to Comment
  • Trovagene: More Smoke And Mirrors [View article]
    Panetta Partners does not own 36,477,079 shares. I bet its more like 1/30th that amount. There are less than 15 mil shares outstanding right now.
    Aug 16, 2012. 09:28 PM | Likes Like |Link to Comment
  • Trovagene: More Smoke And Mirrors [View article]
    I've been involved with M&A. Asset purchases can be for all intents and purposes the purchase of a business. You get the clients. You get the technology. You get the employees. You get everything. Sometimes the only thing left behind is a shell and the old legal risks. This is how many sophisticated acquirers purchase a company even though for accounting and legal sake its an 'asset purchase'.

    Take a good look at the resumes of the VC firm behind Trovagene. All elite level doctors and scientists. You think these guys play a smoke and mirrors game?

    Take a good look at the management of TROV, their advisory board, and board of directors. Read each resume. So many PHD's, MD's, etc.

    smoke and mirrors? I don't think so. Biovitas guys were the biggest shareholders in Inhibitex when they sold the co for $2.5 billion. They are running Synergy Pharma which the best biotech analyst on Wall St has a $25 target and will be another multi-billion dollar home run. TROV is their next baby. They figured out how to diagnose and monitor cancer and other diseases in urine. The acquisition of Multigen and their technology allows them to immediately start making money.

    Gabriele Cerrone works with these high net worth scientists and dr's to find medical miracles and turn them into companies. they dont wast their time with smoke and mirrors. New generation genomic sequencing available in just the last year is what is making trov possible today. new tech allows them to analyze urine better than before
    Aug 16, 2012. 07:50 PM | 1 Like Like |Link to Comment
  • Trovagene: More Smoke And Mirrors [View article]
    Here is some more color about why an asset purchase is beneficial to an acquirer vs buying all the equity in a biz. I sold a company once to a large media conglomerate. It was an asset sale legally but they acquired the whole thing except for the old shell and any old business risks.
    Aug 16, 2012. 05:25 PM | Likes Like |Link to Comment