AstraZeneca plc (AZN)

All Comments on AZN

  • commenter
    May 22 12:23 PM
    Wall Street Breakfast: Must-Know News [view article]
    The word is "gouging", the Bush regime drops oil in inventory to make more available in U.S. and lower cost (knowing its not going lower), big money says, "price of oil rises because inventories are down", raise inventory levels, and big money says "lack of fuel for consumers" (Chicken or the egg theory). The real terrorist act is still going on in the U.S. and Washington. Reply
  • commenter
    May 22 11:53 AM
    Wall Street Breakfast: Must-Know News [view article]
    "IEA sees crude crunch". You should quote the source and say that it is an unconfirmed wild assumption about the results of a just started study, full of uncertainties, about the supply situation 10 years from now. Besides supply, nobody knows what oil demand will be in 10 years, with all kind of conservation measures and alternatives beeing developed.
    There are already enough false statements fuelling the speculation. You should not add to that.
    Reply
  • commenter
    May 22 11:23 AM
    Wall Street Breakfast: Must-Know News [view article]
    I remember the Carter - era lines at gas stations, and the NO GAS signs too.... and the price controls that followed and made things worse.
    Now I have experienced some long lines like that at the COSTCO discount gas pump. More people are gassing there to get a few cents off the price of gas at their neighborhood station, making for a much longer wait, much longer lines at COSTCO out in Puget Sound's Kitsap Peninsula. We've been gassing there for years, and breezed through until this month.
    Reply
  • commenter
    May 22 10:06 AM
    Wall Street Breakfast: Must-Know News [view article]
    And still, there are no Carter-era type lines at the gas stations.

    However, there are some in Congress who are looking for ways to return to that condition.

    Vote early and often (changing each time) in November.
    Reply
  • commenter
    May 22 07:37 AM
    Wall Street Breakfast: Must-Know News [view article]
    It's going to be a crude awakening... Reply
  • commenter
    May 13 10:47 PM
    Aegerion Pharmaceuticals: Capitalize on Cholesterol [view article]
    I do not have much optimism for this drug candidate. It is as some of you put it" a me too" type drug with obvious approval hurdles from the increased lipid content of hepatic tissue, further reinforced by the FDA's recent letter to Isis Pharmaceuticals raising the bar for approval of their Mipomersen candidate for the same indications. However, Mipomersen has several advantages over AEGR-733.
    1st its a novel and unique Mechanism of Action using antisense RNA strands to reduce the expression of vital components of highly atherogenic LDL protein components targeting the problem at the SOURCE, NOT at a downstream stage in the pathway.

    BUY ISIS forget this junk stock, Im shorting it tomorrow.
    Reply
  • commenter
    May 02 09:21 PM
    Esperion Spin-Off: Does It Signal the Start of a New R&D Era? [view article]
    Another downside could be the loss of potential synergies of medicines. I heard of that new imitrex follow up that contained ibuprofin too I think. It was a way to bring imitrex from the metaphorical economic death that is generics. If you have other drugs that are patented that can be mixed to enhance effects before one of the patents are lifted then you can use that to enhance earnings. Divesting all your bases of drugs combinations reduces possible synergies Reply
  • commenter
    May 02 03:19 PM
    My Website
    Esperion Spin-Off: Does It Signal the Start of a New R&D Era? [view article]
    Good analysis. I would go further and say that Big Pharma may change so that each company becomes a holding company. Each therapeutic area could be spun off into a separate company. There are plusses and minuses to this. The advantage is that an individual therapeutic area does not feel it is being held down by another, or is getting a step-motherly treatment. The disadvantages are that cross-functional learning and applications will be lost, as will flexibility in terms of human resources, scale, etc. Reply
  • commenter
    May 02 01:34 PM
    My Website
    Esperion Spin-Off: Does It Signal the Start of a New R&D Era? [view article]
    Pfizer is doing a sensible thing by transferring risk to the VC community where it belongs! Reply
  • commenter
    Apr 24 11:23 AM
    Wall Street Breakfast: Must-Know News [view article]
    good info. keep it coming. Reply
  • commenter
    Apr 24 09:32 AM
    Wall Street Breakfast: Must-Know News [view article]
    Very nice earnings recap. Thanks. Reply
  • commenter
    Apr 24 09:12 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    as always a good set of information Reply
  • commenter
    Apr 24 08:52 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks for your generous feedback, DeaverB. Reply
  • commenter
    Apr 24 08:43 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Again a great start to the day. Reply
  • commenter
    Apr 24 08:13 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Citi raised target from $ 212 to $ 248 24-Apr-08 04:32 am Correct story line #2, thanks Emerald, Ouch

    Citi raised target from $212 to $248
    24 April 2008, Apple Inc (AAPL), Citi raises target.


    Unit Shipment Upside in ALL Product Categories;

    Reiterate Buy

    Call — Apple remains our top hardware pick through calendar year-end, with a new $248 12-month target, following a 7-8% revenue beat (Google also beat by 7-8%) with upside from all product lines in 1CQ08. A steady stream of new product announcements between June and September should allow the company to continue to gain significant market share in PCs and handsets during 2HCY08. Component Tailwind in 2CQ — We had expected higher gross margin in 1CQ and now believe that Apple entered the quarter with a significant amount of memory inventory procured at higher prices during 4CQ. However, as Apple procures memory in 2CQ at prevailing contract prices, the company should benefit from the component cost tailwind that we had expected last quarter.

    9 June is D-Day for 3G — The first of an impressive wave of new products will be a new 3G iPhone and the iPhone Software Development Kit (SDK). During
    the subsequent three months, we expect a complete refresh of the laptop and iPod lines. The SDK should yield hundreds of compelling iPhone/iPod touch
    third-party apps for by Christmas. Little Change to Above-Consensus FY09/10 Ests — An increase in revenue
    estimates for all future periods is mostly offset by more-conservative assumptions on monthly residuals from cell phone carrier partners. We have reduced carrier residuals in anticipation of more traditional carrier relationships with forthcoming carrier partners around the world.
    Reply