MedImmune Inc. (MEDI)

All Comments on MEDI

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on MEDI
    Is this a buy or a sell? Reply
  • commenter
    Alan
    Brochstein
    Apr 27 10:11 AM
    My Website
    Valuing Sepracor Through Astra-Zeneca's MedImmune Goggles [view article]
    My comments are very similar, and, much to my chagrin, I was going to use the old "apples and oranges" analogy as well. I would throw in some reimbursement risk as well. Reply
  • commenter
    martin
    Apr 27 09:03 AM
    Valuing Sepracor Through Astra-Zeneca's MedImmune Goggles [view article]
    What you fail to realize is SEPR's drugs have no intellectual property protection. Valuing SEPRs assets using 25-35x implies terminal value that SEPR simply does not have. Lunesta has but 5 years of IP life left and Xopenex either 1 or 5. MEDI's assets have another 20 years left to them.

    Sorry, this is apples and oranges.     Reply
  • commenter
    jturano7423
    Apr 25 10:35 AM
    Jim Cramer's Stop Trading! Stock Picks and Comments, April 23 [view article]
    Cramer called AZN's acquisition of MEDI a "classic overpay" and may make CELG and CEPH seem undervalued.
    What a minute, I thought Cramer said 5x's for a month including last week when he intervied NSTK ceo quay, that'nstk' has everything going for them".
    Isn't NSTK undervalued too besides celg and ceph?
    I mean didn't you see the volume the very next day on 'nstk' look at the charts!
    Look at the nstk message board too. Last january you had 4 posters, now there are dozens because of Cramer. Hail Cramer!
    HE SURE PICKED A WINNER WHEN HE SELECTED 'NSTK'. WHAT A COMPANY!     Reply
  • commenter
    Alan
    Brochstein
    Apr 19 06:47 PM
    My Website
    Running and Gunning Into Earnings Season: Time to Take Profits? [view article]
    Thanks... I tried to pull off "done deals" - missed IFS. Reply
  • commenter
    CrossProfit
    Apr 17 05:58 PM
    My Website
    Running and Gunning Into Earnings Season: Time to Take Profits? [view article]
    MEDI - Medimmune Inc., for sale - 04/2007 (at least to chase away Icahn). Reply
  • commenter
    CrossProfit
    Apr 17 05:46 PM
    My Website
    Running and Gunning Into Earnings Season: Time to Take Profits? [view article]
    ANR - Alpha Natural Resources, coming off 2006 lows.
    IFS - Infrasource Services Inc, being acquired by Quanta Services (PWR) @stock swap - 03/2007.
    IPS - Ipsco Inc. , company confirmed potential acquisition - 04/2007.
    TAP - Molson Coors Brewing Co, CrossProfit consensus = overbought.
    DNDN - Dendreon Corporation, FDA approval, could settle anywhere between 9 and 20, crap shoot.
    EMS - Emergency Medical Services L.P., possible LBO***not confirmed***.

    CrossProfit
    www.crossprofit.com     Reply
  • commenter
    James Cullen
    Feb 26 09:42 PM
    My Website
    Top 25 S&P 500 Stocks By Growth Forecast [view article]
    Malkiel, I am fairly positive. The list is of S&P 500 stocks, and the regular class A shares are the ones included in that group.
    To the best of my knowledge, the B shares aren't publicly traded.     Reply
  • commenter
    Malkiel
    Feb 21 09:39 PM
    Top 25 S&P 500 Stocks By Growth Forecast [view article]
    Is that Google "class a" the common stock that us plebes can buy under ticker GOOG? Reply
  • commenter
    Daniel
    Jacome
    Feb 18 10:07 AM
    My Website
    Icahn Management: Notable 13F Changes [view article]
    TIN Mar 60 calls for $.10 and $.15 had a very busy Valentines Day & the stock has been climbing steadily higher...watch TIN closely -- it's the next one to go, acoording to our sources down on the floor. Reply
  • commenter
    yau chan
    Feb 16 05:57 AM
    Biotech Stocks Day-In-Review: Amgen Rises On Speculation Over Patent Suit [view article]
    HTI Reply
  • commenter
    David
    Jackson
    Jan 24 12:11 PM
    My Website
    Barron's 2007 Analyst Roundtable, Part II [view article]
    Even if Bill Gross is right on the dollar, his ETF pick doesn't make sense, as EFA is a large cap ETF dominated by multinationals, many of which have a significant proportion of their revenues from the US and would therefore be hit by a weaker dollar (or at least not gain one-for-one with a falling dollar).

    Surely a much better choice for him would have been the WisdomTree International SmallCap Dividend ETF (DLS) or the WisdomTree Europe SmallCap Dividend ETF (DFE). More info in the Q&A with the WisdomTree product manager.     Reply
  • commenter
    joel menkes
    Jan 21 02:20 PM
    Barron's 2007 Analyst Roundtable, Part II [view article]
    Gross is off base for now. The fed can't lower until the europeans start lowering. Otherwise you get a double hit from the inflation perspective, the lowering itself and the lowering vs foreign currencies. So, unless the europeans start lowering by mid-year, you won't see it here, either. Reply
  • commenter
    Greg
    Calderone
    Jan 12 06:07 AM
    My Website
    Top Picks for 2007 from JPMorgan HealthCare Analysts [view article]
    Sorry, but huge cramer fan. He liked GILD and TMO before they presented. Also, 4 small cap drug stocks are heading toward fda approval and will likely double this year, or early next year. SVNT, IDEV, SNUS, and BMRN. Biotech is one field that is not usually moving together as a unit. It is pipeline driven. These will double for no other reason than they are nearing their fda approval. I follow Cramer pretty closely, cramersez.com or thestreet.com are good sites to keep tabs on his picks. Reply

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