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dbakerpa

dbakerpa
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  • Why Zohydro's Market Opportunity Will Be Very Limited [View article]
    You obviously know nothing about the chronic pain industry. Many of the chronic pain patients have untreatable problems. The other issue is the release mechanism of the currently marketed drugs. The long acting slow release drugs will eliminate the "drug seeking" behavior of many of the patients. These are not associated with excitability followed by depression. Zogenix is still overvalued but the drug itself has potential and I would be looking for offers to partner on this one. Just look at the market share of Opana.
    Nov 1 01:06 PM | Likes Like |Link to Comment
  • "Not buying health insurance is not an activity," says Richard Epstein on Scotus blog of the Supreme Court opinion on the individual mandate. "I am not aware of any tax imposed on individuals for not buying gasoline and not earning income, or not taking a bath or not working in a home office." To allow it to stand as a tax is absurd, Epstein thunders.  [View news story]
    The problem with anything is that once its socialized those poor pitiful losers who didnt work to their potential should have MORE. There is always a promise of MORE in the US. It is this promise on which politicians run their campaigns. This more is sure to push our dollar further in the drink. What we need more of are bikes-that get ridden and mirrors that this fat systemically overburdened society can look in. NOT MORE support for poor habits, poor living and gluttony. .
    Jun 28 09:02 PM | 1 Like Like |Link to Comment
  • About $580M pulled out of the largest VIX ETF (VXX) since the market began heading down in late March gives strength to the idea the fund is less about speculation, more about hedging. "If history is any guide, a spike in VIX would result in significant redemptions of VIX products," said Barclays' Maneesh Deshpande back in April. Correct.  [View news story]
    Mike it sounds like your comment are derogatory for those invested in the VIX. Regardless your on base but not even you can truly understand the principles behind volatility and risk variance. If you can write a book. By all measure the VXX is oversold. It easily has the capacity to go back to 30 or so but will never reach the previous highs simply because of the principles you mention. Long term degradation in ETFs is a trap.
    I am long VXX but in at 16 and sold calls to the suckers who were buying on the spike.
    Jun 13 12:58 PM | Likes Like |Link to Comment
  • Spanish, Italian Yields: All Is Not Well For Risk [View article]
    Where is the fear in this market? There are no positive indicators yet the positivity in the market continues to march on.
    I am long VXX since it was $16 thinking it will make a breakout at least to 30 but the market is'nt catching on to the indicators.
    Jun 11 10:01 AM | Likes Like |Link to Comment
  • Why I Picked Up Endo Pharmaceuticals At Under $35 [View article]
    We will have to see how much market share they lost with the Opana, Flector foul up. It could be 12 months to regenerate the lost revenue.
    Not to mention this deal is only for 3 quarters and we will have to see who else enters the market. This deal ends as soon as there is another lidoderm patch.
    Somebody is doing the I got in long and high and fell down the mountain analysis.
    I would short any bump on ENDP with this news
    Jun 5 07:58 AM | Likes Like |Link to Comment
  • Stocks (probably rightly) ignore a big deterioration in consumer confidence, the S&P 500 at its session high, +1%. In addition to May's decline, all of the April figures were revised downward. Appraisals of the employment market: Jobs "hard to get" increased to 41% from 38.1%, jobs "plentiful" decreased to 7.9% from 8.4%.  [View news story]
    They fail to mention the short interest in the market it is starting to ramp up to 09 levels.
    May 29 12:58 PM | 1 Like Like |Link to Comment
  • U.S. futures are off to a strong start after notable gains in Asian and European markets. Dow +0.8%. S&P +0.8%. Nasdaq +1%.  [View news story]
    Right, The open looks higher but the charts point to another 2 day 100 point loss.
    May 29 07:49 AM | Likes Like |Link to Comment
  • "Unbalanced towards the risk side," is how John Hussman continues to describe the market's current risk/reward tradeoff. His indicators - among them institutional crowding into "risk on" trades, "near panic" levels of insider selling, and a burst of new stock issuance - are at about the most extreme negative levels he's ever observed.  [View news story]
    Well stated. We are all playing elevated prices based on downgraded earnings estimates. Many of the companies are beating down graded EPS and earnings estimates. This makes for great games taking profit off amateur hours but is unlikely to last.
    With an eye on production and energy consumption the picture is far more dreary. The truth from China for one is hard to come by, but if you look at the coal industry it is a hint of things to come.
    Maybe we can get the trerasury to print enough money to get out of this mess...hold it ...That is'nt how it works is it?
    May 17 08:30 AM | Likes Like |Link to Comment
  • Analyzing Thursday's Noteworthy Insider Trades In The Healthcare Sector [View article]
    Noteworthy also is Legg Masons 1.5 million share play.
    Apr 4 05:06 PM | Likes Like |Link to Comment
  • Analyzing Thursday's Noteworthy Insider Trades In The Healthcare Sector [View article]
    Maker that 143k increased insider intersest in BMTI. I suspect there is a partnership in the workings.
    Apr 4 10:15 AM | Likes Like |Link to Comment
  • A Med-Tech Shopping List For Japanese Companies [View article]
    Nice article I am long on NXTM. This is going to be a big play once it finally breaks through resistance and gets some attention. I see this as the next in niche device market and hopefully will take the course Fresenius, Minimed and Medtronic did in the early stages.
    Apr 4 10:09 AM | Likes Like |Link to Comment
  • President Obama's anti-drilling argument uses false statistics, argues CNBC's Larry Kudlow. The president argues that America uses over 20% of the world’s oil, but has only 2% of the world’s known oil reserves. Patently untrue, says Kudlow. The U.S. has 1.4T barrels of recoverable oil, which is enough to meet all U.S. oil needs for about the next 200 years, without any imports.  [View news story]
    We need to increase our oil production so it is economical to produce green energy.LOL Does anyone know what the carbon footprint of a rechargable lithium battery is-HUGE. I would love to see the energy consumed to prototype, produce and market one of Obama's precious Chevy Volts.
    Ill stick with good Caterpillar, Giant gas guzzling machines.
    Mar 16 08:58 PM | 3 Likes Like |Link to Comment
  • After a quick move higher on Tuesday's sell off, the VIX (VXX -2.6%) dives to its lowest level in a year, as calm (complacency?) reigns. John Spence notes investors cancelling insurance policies for market pullbacks by pulling cash from volatility-linked ETFs  [View news story]
    I think this is a good bet right now. There will be a bit more volatility on the way as PPI and the corresponding CPI is likely to edge higher. This should have a broad effect on consumer spending. The subsequent inventory levels along with the Chinese pulback will induce some fear factor back in the market.
    Mar 13 08:01 AM | Likes Like |Link to Comment
  • Why I Picked Up Endo Pharmaceuticals At Under $35 [View article]
    I also agree that GILD was way oversold. I have entered a long position with a 40 per share call ( butterfly option trade). It was nice have hedged this with the early call on VRTX which still has a very attractive upside.
    Feb 19 09:51 AM | Likes Like |Link to Comment
  • Why I Picked Up Endo Pharmaceuticals At Under $35 [View article]
    The plant shutdown involved the bulk of endo topical NSAID market. I think this will a second quarter buy after the earnings call.
    Feb 19 09:48 AM | Likes Like |Link to Comment
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