MYGN Forum Topics
- All Comments on MYGN
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- GM an Unlikely Hero - Fast Money Recap (7/1/08) [view article]
- Myriad Genetics: I Told You So [view article]
- Myriad Genetics: Another Alzheimer's Compound Goes Down [view article]
- Will Wal-Mart Heat Up Chile? Fast Money (6/17/08) [view article]
- Myriad Options on Alzheimers Disease [view article]
- Friday Options Outlook (Update): SOLF, TIN, MYGN, MSFT, DNA, DRYS, HRS, DO, JCG, HHH [view article]
- Five Biotech Stocks to Weather a Down Market [view article]
- Fast Money Recap, 4/7/08: Is Energy Topping? [view article]
- Fast Money Recap, 4/9/08: Airlines MayTake Off [view article]
- Cancer Stocks Hammered Once Again [view article]
- Expect Pressure on Myriad Genetics Following Trial News [view article]
loading ...Recent MYGN Articles
- GM an Unlikely Hero - Fast Money Recap (7/1/08)
- Myriad Genetics: I Told You So
- Monday Options Update: C, MYGN, TSN, LLTC, F, GM, BEC, RNWK
- Myriad Genetics: Another Alzheimer's Compound Goes Down
- Bernanke, the Greatest Speculator - Fast Money (6/25/08)
- BioMarin, Myriad, and Regeneron Show a Quiet Strength
- In Tech We Trust - Fast Money Recap (6/20/08)
- Pfizer on a Respirator - Fast Money Recap (6/18/08)
- Will Wal-Mart Heat Up Chile? Fast Money (6/17/08)
- Friday Options Outlook (Update): SOLF, TIN, MYGN, MSFT, DNA, DRYS, HRS, DO, JCG, HHH
- Full List of Articles »
Tiedeman
GM an Unlikely Hero - Fast Money Recap (7/1/08) [view article]
All of this crap is going lower. ReplyMyriad Genetics: I Told You So [view article]
Seadog - you are the one who should read English. The author shorted MYGN when it was 55, not 41. ReplyMyriad Genetics: Another Alzheimer's Compound Goes Down [view article]
why is bad news - discontinuation of drug in development - positive? save money that would have been spend to take the drug to next level and eventually onto the market?or is it investors knew before that the potential drug would not make it to the market or be a flop - hence have already factored this as low price. instead a small profit of 750 mio for phase 3 trials for +2 billion company Reply
Myriad Genetics: I Told You So [view article]
Here is a comparison between RS Investments Emerging Growth Fund and Nasdaq:finance.yahoo.com/q/bc...
Reply
Myriad Genetics: I Told You So [view article]
Being right or making money. On May 13th (when you told us so) the stock closed at $41.25. After the negative news it never broke below $45. How exactly did you make money on this put trade again? And you doubt the rationale that they will be profitable in FY09? They are roughly break even right now and have substantial net outstanding losses. The diagnostics business is hugely profitable (45% operating margins when not spending on their DTC campaign, 40% when they are) and growing rapidly. When you have sustainable revenue, cut spending on dead programs and pay no taxes, that falls to the bottom line. $60mm/45mm shares = $1.33 from cutting that program alone. Nothing in their pipeline warrants a trial near the scale that they undertook with Flurizan - that spend level is not coming back. Stick with collecting degrees, Doc. Maybe try English next - one datum leads but many data lead. ReplyMyriad Genetics: I Told You So [view article]
In investing, you have to go where the data leads you. The stock did not do as poorly as I thought when the results came out - so my target for going long went up from the twenties to the upper forties. Regarding my call - I don't recall saying I was brave. But at least braver than anonymous posters who hide behind pseudonyms. ReplyWill Wal-Mart Heat Up Chile? Fast Money (6/17/08) [view article]
after the nice people of Chile red...oops! read this....quote***In China, as elsewhere, we follow the Wal-Mart tradition of building our business one store and one customer at a time. We strive to provide our customers with friendly service and a wide selection of quality products at Every Day Low Prices. With each Wal-Mart store we bring advanced retail know-how to the local market. By fostering a healthy, competitive environment, we hope to constantly improve our business operations and customer service in order to contribute to the prosperity of the local economy.
Wal-Mart firmly believes in local procurement. We recognize that by purchasing quality products, we can generate more job opportunities, support local manufacturing and boost economic development. Over 95% of the merchandise in our stores in China is sourced locally. We have established partnerships with nearly 20,000 suppliers in China. At Wal-Mart, we always work with our suppliers to grow together. In August 2007, Wal-Mart once again secured the top spot of the 2007 Supplier Satisfaction Survey conducted by Business Information of Shanghai. Additionally, Wal-Mart directly exports about US$9 billion from China every year. The export volume by third party suppliers is also estimated to be over US$9 billion.***end of quote! Reply
Myriad Genetics: I Told You So [view article]
Ketan--NOW is the time to go long??? Nonsense, you could have bought the stock in the low '40's the week prior to announcement and owned the diagnostic business with a FREE option on Flurizan. The "call" on the P3 results was hardly brave as it was widely reported and expected to fail given prior results. Why on earth is now the time to buy it? What happened to "I will go long when it hits $25"... ReplyMyriad Genetics: I Told You So [view article]
Send me an email - I'll let you know if I can verify your identity. But, I agree that this is the time to go long on MYGN. ReplyMyriad Genetics: I Told You So [view article]
Forgot to ask: What was the break-even on your puts? The stock surged after the incredibly short-sighted shorts had to cover. Hedgies and banks probably manufactured half of that. Look at the longs...they get it. ReplyMyriad Genetics: I Told You So [view article]
As also noted in your previous post, now MYGN can get back to what it does really well. It won't even hit the $44 mark again so it's good they were puts instead of shorts...they would have sucked after it rebounded this morning. Even more to the point, it is a $52+ stock once again. There may be resistance at the $50 number in 3Q08 but it will finish the year in incredible shape and in FY09 (they report FY in end-Jun), they might just be profitable.And to your point about Lundbeck, that was a serious mistake and someone on top will likely be there no longer for it.
Buy more...while it's still cheap...and while they still have incredible growth in their predictive medicine business.
[Disclosures: I own the stock, have relationships with thier management team, and am in executive management at another (not competing) personalized medicine diagnostics company.] Reply
Myriad Genetics: I Told You So [view article]
Good call - congratulations ReplyJacome
Myriad Genetics: I Told You So [view article]
nice call ReplyMyriad Options on Alzheimers Disease [view article]
Is there any timeline for the release of the phase III results? I have read in several places that June will be the month. Can we expect early, mid or late June? ReplyFriday Options Outlook (Update): SOLF, TIN, MYGN, MSFT, DNA, DRYS, HRS, DO, JCG, HHH [view article]
Picked up a couple of Aug 20 TIN calls. Thanks for the heads up. Reply