Invitrogen Corp. (IVGN)

All Comments on IVGN

  • commenter
    Aug 26 04:23 PM
    Investing in Stem Cell Stocks: Growth Industry of the Future? [view article]
    Cisco of stem cell research & therapy....KOOL. Reply
  • commenter
    Jul 23 10:54 PM
    My Website
    Biotech Buying Binge About to Begin? [view article]
    Presently Big Pharma companies suffer from lack of vision. They became drug marketing companies.

    Dealing with biotech companies, Big Pharma can either acquire biotech or have a partnership agreement.

    A good partnership has many advantages:
    - it removes a lot of risk for Big Pharma, i.e., they do not have to pay a lot for buying a failure
    - they can buy a partner at a later date

    The only problem with a partnership is when a biotech has good management and is more than one drug company. In this case, an acquisition at a later date may be impossible.

    The best acquisition candidates are biotech companies with a very good pipeline and bad management. The best names coming to my mind are AMLN and IMCL.

    Finally, with falling US$ , I would expect a strong acquisition drive by foreign companies. They can afford the best [such as DNA by Roche, MLNM by Toshiba, etc.,]

    Reply
  • commenter
    Jul 23 06:40 PM
    My Website
    Biotech Buying Binge About to Begin? [view article]
    There are a couple of things happening that signal activity in this market. Major pharma needs a pipeline; emerging pharma has pipeline opportunities. Emerging pharma raised lots of cash at the end of the dot.com bubble--that cash is now showing up as pipeline. However, that cash is also running out. Emerging companies are, relatively speaking, inexpensive. It's the perfect time for big pharma to go on an M&A spree. Reply
  • commenter
    Jul 23 06:06 PM
    My Website
    Biotech Buying Binge About to Begin? [view article]
    How to Play the Uptrend in Biotech With ETFs

    www.contrarianprofits....
    Reply
  • commenter
    Jul 11 04:21 PM
    Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
    JULY 11, 2008 FROM JANUARY 2, 2007 UNTIL JULY 11TH, 2008
    I HAVE BEEN THE MOST ACCURATE IN FORECASTING, REBUTTING
    ARTICLES, RESEARCH FIRMS & THEIR TARGETS, STAR MINE EXPERTS, JIM CRAMER AND HIS TOUTING OF OBESITY WHICH IS OUT THE WINDOW NOW, AND EVERY OTHER FRIEND OR TOUTER OF THE NSTK OR NEW MRNA COMPANY. i HAVE BEEN RATED 5 STAR EXPERT BY PREDICT WALL STREET FOR 12 MONTHS STARIGHT AND HAVE BEEN AN ADVOCATE FOR SHAREHOLDERS WHO HAVE BEEN FLEECED OF THEIR LIFE SAVINGS WHILE MANAGEMENT CONTINUES TO GET PAID AND TO EXIST.
    Reply
  • commenter
    May 09 08:20 AM
    My Website
    Will M&A Activity Boost PowerShares Dynamic Biotech & Genome ETF? [view article]
    I agree that there will be continued play in the sector given the desperation of the majors to develop their own drugs internally to offset the massive patent expirations occurring over the next few years.

    Interestingly, there's a pretty strong seasonality to the biotech sector and we're still in the trough. Generally such trends are spotted quickly and evaporate due to efficient markets within a couple years, but this one's still in place it seems (I had used BBH as my proxy due to longer tenure, but trade with XBI due to better representation of the sector and less reliance on AMGN, DNA).

    The sector outperforms big time in the late fall/winter on a pretty routine basis:

    everydayfinance.blogsp...

    Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on IVGN
    Is this a buy or a sell? Reply
  • commenter
    Dec 07 05:18 AM
    Nine Stem Cell Stocks to Add to Your Portfolio [view article]
    Why is Lifecell included ? There is no stem cell research there that I'm aware of. Reply
  • commenter
    Nov 26 01:59 PM
    Biomanufacturing: Evaluating Opportunities in the Froth [view article]
    whats next for invitorgen? anything left in terms of appreciation at this point in the lower 90s? Reply
  • commenter
    Oct 30 04:36 PM
    Biomanufacturing: Evaluating Opportunities in the Froth [view article]
    Invitrogen posts profit after year long loss Reply
  • commenter
    Oct 30 01:35 PM
    Biomanufacturing: Evaluating Opportunities in the Froth [view article]
    Addendum:

    "Pall (PLL) and Millipore corporations (MIL) have had nasty tax problems and poor Q2 performance respectively"

    Concerning Pall:
    online.barrons.com/art...

    Concerning Millipore:
    www.reuters.com/articl...
    Reply
  • commenter
    Oct 03 11:21 AM
    My Website
    Nine Stem Cell Stocks to Add to Your Portfolio [view article]
    You might also want to look at a small company with the symbol OPXA...they have some interesting stem cell work and their lead product -- not stem cell related -- is in phase IIb...see:

    www.opexatherapeutics....
    Reply
  • commenter
    Aug 15 09:23 AM
    Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
    Aug.15th (Jim Cramer)
    Nastech Pharmaceutical (NSTK): 'I took a lot of heat from the shorts, telling me that I was dead wrong... and they're wrong. NSTK is your speculative play. It has obesity. It has autism. It's got the special nasal way to get delivery for these things... It's got diabetes.'
    jturano's reply......
    It also has been so over hyped and manipulated that the stock is way back down from August 9th and as usual the shareholders are left in the dust! Some made quick profits, then shorted the stock and now there is weakness in volume and lost interest in the stock! My comments Aug.10th and Aug.11th have become reality!
    Reply
  • commenter
    Aug 11 09:01 AM
    Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
    August 11th Now that most of the investment web sites have a sell signal
    on NSTK, and a long time period of FDA hurdles to jump over,in the three areas of Obesity, Autism, And RNAI, maybe investors ought to read the set backs that the FDA has given to many Big Pharma companies and Biotech stocks after years of pending phase stages that have recently been reported on. Like WYETH, VPHM, and so on and so on these past 8 months!
    This is far from being in the Bag! This isn't even worthy of a speculative buy anymore, it's down right Remote and misleading.
    Reply
  • commenter
    Aug 10 10:45 AM
    Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
    August 10th, 2007
    Jim Cramer was right to purchase NSTK on March 16th and the other 18 times he mentioned the stock on the show since that time. Nstk should give you an award for giving life back to the long even if temporary. Except I disagree
    with your statements re:Obesity, and Autism with Nastech's chances!
    Your as good as your staff preps you and your friends back you on this stock.
    In researching Obesity,Autism, and RNAI, I believe in my opinion, that you have over blown the perception of chances nstk will have with future success in these areas. The amount of hurdles Nstk has to jump over will be more than the years you and I have left in our lives combined! The current 100 drugs up for approvals and completed phases by other drug companies
    in these three different area, will be announced within 12 months periodically. And Nastech is not on this FDA list!
    So in my opinion Nstk recently has defied logic, statistics,earnings, and unwarranted movement upwards while the dow has gone done dramatically
    for the first time in 4 years. nstk has defied every investment web sites and
    their reports, or rankings to about nstk.
    You have a great show but how you picked a turtle to win the race these past 5 months deserves loud applause and a reward by the CEO of Nastech!
    Reply