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William Meyers

 
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  • Mylan: Deeply Undervalued On Unwarranted Approval Concerns
    Wed, Aug. 27 MYL 1 Comment

    Summary

    • Mylan has a vast pipeline of generic drugs awaiting FDA approval.
    • Concern about the timing of approvals has depressed the stock price.
    • Patient investors are likely to see extraordinary returns in the next few years.
  • Will Inovio's Deal With Roche Lead To A Cancer Blockbuster?
    Fri, Aug. 15 INO, RHHBY 17 Comments

    Summary

    • Inovio announced changes in its prostate cancer collaboration with Roche.
    • A Roche checkpoint modulator will likely to be added to Inovio's DNA vaccine.
    • Milestone payments should ease Inovio investors' painfully long wait for results.
  • Vertex's Price And Prospects Compared To Alexion
    Thu, Aug. 7 ALXN, GILD, VRTX 5 Comments

    Summary

    • Vertex's stock price already assumes a large expansion in patients treated for cystic fibrosis.
    • Vertex's value is highly dependent on a $300,000 per year per patient price tag.
    • Vertex could break up or down, even assuming FDA approval for Lumacaftor, due to pricing.
  • How Microchip Ramped Earnings With 8-Bit Devices
    Tue, Aug. 5 MCHP 3 Comments

    Summary

    • Microchip EPS rose 19% y/y to $0.68.
    • 8-bit microcontroller devices led revenue growth.
    • ARM challenge was just in analysts' imaginations.
  • Can Biogen Idec Take Wing With Tecfidera?
    Tue, Jul. 29 BIIB 2 Comments

    Summary

    • Biogen reported strong Q2 results and raised guidance.
    • Tecfidera for multiple sclerosis was the key growth driver in the quarter.
    • Using reasonable EPS growth estimates, Biogen looks attractive for longer-term investors.
  • Is Inovio Undervalued After Positive HPV Therapy Results?
    Wed, Jul. 23 GSK, MRK, INO 51 Comments

    Summary

    • Inovio released positive topline Phase II data for its HPV vaccine.
    • In addition to clearing up HPV, it results in cervical tumor regression.
    • This confirms the possible efficacy of DNA-based vaccines in general.
    • Inovio has a broad pipeline of early-stage DNA vaccines.
  • 3 More Reasons To Stay Long AMD
    Tue, Jul. 1 AMD 52 Comments

    Summary

    • Market capitalization is well below 1 times annual revenue.
    • Margins are likely to improve.
    • Gaming consoles to ramp in China in 2015.
  • Gilead Down On Merck-Idenix Deal, But Little To Fear
    Mon, Jun. 9 MRK, GILD, IDIX 36 Comments

    Summary

    • Merck is acquiring Idenix for its hepatitis C pipeline.
    • Gilead, which had $2.3 billion in hepatitis C revenue in Q1, sold off on the news.
    • The state of the combined Merck-Idenix pipelines indicates Gilead remains well ahead.
    • The valuation of Idenix indicates its therapies are unlikely to beat Gilead's.
  • Seagate Adds Potential Value With SSD Capabilities
    Thu, Jun. 5 WDC, STX 7 Comments

    Summary

    • Seagate is acquiring the SSD assets of LSI.
    • HDD storage is still far cheaper than SSD.
    • Seagate could return to growth, and a higher P/E.
  • Agenus Platforms Provide Many Shots On Commercialization Goal
    Tue, May. 13 AGEN 9 Comments

    Summary

    • Agenus is a development-stage biotech with 3 therapy platforms.
    • Cancer checkpoint inhibitor platform resulted in a partnership with Merck.
    • A broad pipeline provides many shots at commercialization of therapies.
  • Celgene In 2015: $200 Per Share
    Tue, Apr. 29 CELG 17 Comments

    Summary

    • Using Celgene's guidance and current P/E, should approach $160 per share by end of 2014.
    • Using Celgene's guidance and current P/E, should approach $345 per share by end of 2017.
    • Expect strong earnings growth from sales of Revlimid and new products Pomalyst and Ortezla.
  • Regeneron Down 15% From 52-Week High: Buy?
    Wed, Apr. 9 REGN 11 Comments

    Summary

    • Regeneron has a high P/E ratio.
    • Eylea revenue has been growing fast and should continue rapid growth through 2015, at least.
    • Is 15% off the 52-week high a buying opportunity?
  • Dendreon Ready For A Rebound
    Tue, Mar. 25 DNDN 26 Comments

    Summary

    • Dendreon has multiple positive potential catalysts in 2014-2015.
    • The negative argument against DNDN has been over-hyped.
    • The approval of Provenge in Europe reinforces the medical consensus about its efficacy.
  • Diverging Strategies Make AMD, Intel And Nvidia All Buys
    Tue, Feb. 18 INTC, AMD, NVDA 20 Comments
  • Xilinx Has A Brighter Future Than Intel
    Wed, Feb. 5 ALTR, INTC, XLNX 13 Comments
  • Akamai: Q4 Could Be A Catalyst
    Thu, Jan. 9 T, VZ, AKAM 1 Comment
  • Marvell Technologies Will Ramp Smartphone Chip Profits In 2014
    Mon, Jan. 6 INTC, QCOM, MRVL 8 Comments
  • Nearly Quadrupling In 2013, Dot Hill Still Has 2X Potential In 2014
    Dec. 29, 2013 HILL 3 Comments
  • Advanced Micro Devices Versus Nvidia: Is There Anything For Investors In Their Final Battle?
    Nov. 19, 2013 INTC, AMD, NVDA 54 Comments
  • Agenus Valuation After Positive HerpV Vaccine Results
       • Nov. 7, 2013 GSK, AGEN 6 Comments
  • Cantel Medical: Proven Aggressive Growth And Stock Returns
    Sep. 27, 2013 CMN 6 Comments
  • Biotechs In Nasdaq 100 Recap
    Sep. 17, 2013 ALXN, GILD, REGN 3 Comments
  • Vertex Pharmaceuticals: Dog Of The Nasdaq 100 Biotechs
    Sep. 11, 2013 GILD, VRTX 2 Comments
  • Regeneron Pipeline Worth Tens Of Billions In Market Capitalization
    Sep. 9, 2013 REGN 5 Comments
  • Mylan Pursues Global Generics Dominance Strategy
    Sep. 6, 2013 MYL 2 Comments
  • Intuitive Surgical Market Saturation Could Be Brief
    Sep. 5, 2013 ISRG 4 Comments
  • Amgen With Onyx Pharmaceuticals: Long-Term Analysis
    Sep. 4, 2013 ONXX, AMGN 2 Comments
  • Adept Technology's Turnaround On Track
    Aug. 28, 2013 ADEP 6 Comments
  • Alexion Pharmaceuticals Offers Long-Term Value
    Aug. 28, 2013 ALXN 3 Comments
  • Marvell Offers Long-Term Value Proposition
    Aug. 23, 2013 BBRY, INTC, QCOM 3 Comments
  • Applied Materials' Process Advantages Could Build Market Share
    Aug. 21, 2013 AMAT 2 Comments
  • Nvidia's Competitive Outlook
    Aug. 20, 2013 INTC, MRVL, QCOM 9 Comments