"Indeed, $4.30 billion value for SGEN is reflecting nothing of the firm's future revenue expectations out of the long list of the very promising products. It gives a zero value for the technology, a zero value to the investigational products and a zero value for the intellectual properties that encompass by far the value of the current products' patents, including the advancements made in the firm's ADC technology, especially the improved proprietary linkers and toxic loads. Finally, SGEN's market cap does not comprise the growing sales."
What does the $4.30 billion valuation reflect? Must be a lot of something because it is about 15x revenues. I like SGEN and I wrote about it as long but the statements you make about valuation are unsubstantiated rhetoric. Let's see some supporting data.
The stock market valuation in Japan is ridiculously low relative to other first world exchanges. I have been a buyer and will continue to buy I think we can see a 4x increase especially in this environment with so many vehement nay sayers inspite of a 60% rally.
3 Main Reasons Why Zynga Will Soar This Year [View article]
Why does it have a "huge" upside potential? In a very crowded online gaming space please reference another company with a market cap already as large as znga at almost $3bil. ZNGA is probably already the largest player in the space. EIHDF, PYGMF all established players with established Casino partners and smaller market valuations. Where is the substantive support for the upside? Please :)
Reefer Madness: Pot Stocks In A Bubble [View article]
I don't deny his or your great work, I guess the timing of three articles about the bubble in POT stocks is purely coincidental. I think it devalues good work is all.
Reefer Madness: Pot Stocks In A Bubble [View article]
I have to agree its curious that you are all writing the same article after Infitialis covered the topic rather thoroughly. I would think you top contributors would be more interested in delivering novel and valuable content not being reduced to bandwagon riders but maybe that is how you get to the top. Follow the popular reader flow. Disappointing.
Whether its down $56 on $500/share or $5.60 on $50/share it is the same percentage loss. That comment was ridiculous. You are a sophisticated investor?
Map Pharmaceuticals: The Levadex Levitation [View article]
This was one of the silliest analysis I have ever read. This guy clearly does not know how to do a discounted cashflow calculation. I laughed when I originally read it and I am laughing much harder today. Clean up in aisle 5!
Daktronics: This Stock Can Light Up Your Portfolio [View article]
Hi Alan. I agree with you, the stock is less attractive here. Thanks for checking back in. In the 6s seemed right risk reward given industry trends. Still think there are a lot of billboards to transition to digital though.
A Very Compelling Biopharmaceutical Investment [View article]
I was honestly confused by the recent announcements and decline in price. If Hylenex is approved on its own why is it causing unexpected anti body reactions in combination with other drugs and causing the halt of trials. Has me concerned about the timeline and cost to rectify the situation. My conviction is much lower given these recent events although the Roche news appears positive. Wait and see I suppose but definitely concerned.
A Very Compelling Biopharmaceutical Investment [View article]
I agree. There are too many unknowns at this point and this makes the timelines and cash requirements uncertain enough and the risks substantial enough that I will move to the sidelines and watch for a bit. With Hylenex approved on its own I did not anticipate these types of problems arising. Very disappointing.
The True Value Of Seattle Genetics [View article]
What does the $4.30 billion valuation reflect? Must be a lot of something because it is about 15x revenues. I like SGEN and I wrote about it as long but the statements you make about valuation are unsubstantiated rhetoric. Let's see some supporting data.
Japan's Excessive Money Printing Self Destructive [View article]
3 Main Reasons Why Zynga Will Soar This Year [View article]
3 Main Reasons Why Zynga Will Soar This Year [View article]
Japan's Excessive Money Printing Self Destructive [View article]
Reefer Madness: Pot Stocks In A Bubble [View article]
Reefer Madness: Pot Stocks In A Bubble [View article]
Sorry
Reefer Madness: Pot Stocks In A Bubble [View article]
How Apple Can Stop The Crazy [View article]
Map Pharmaceuticals: The Levadex Levitation [View article]
Daktronics: This Stock Can Light Up Your Portfolio [View article]
A Very Compelling Biopharmaceutical Investment [View article]
A Very Compelling Biopharmaceutical Investment [View article]
Buy Codexis For Its Growing Pharma Business [View article]
A Very Compelling Biopharmaceutical Investment [View article]