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barcaboyvn

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  • Galena faces the obligatory lawsuits [View news story]
    I think GALE is alright, nothing major. This reminds me of QCOR, Citron wrote an article, investigation on promotion practices went on created a buying opportunity at 18, now it's close to 80.
    Mar 7 07:46 AM | Likes Like |Link to Comment
  • Rexahn Pharmaceuticals: Another $1.30 Biotech Lottery Ticket [View article]
    I think if RNN can soon explode, a 20% difference in your cost average would not be much. However, I do think that RNN would be pretty much in a calm period over the next few months since the trials have just started and no short term catalyst.

    I myself would not dilute 20% share holder value if I think the price would increase dramatically in short term period, at least I would do a shelf offering to wait for better moment to raise capital
    Feb 27 01:13 PM | Likes Like |Link to Comment
  • Inovio continues sharply lower after secondary offering [View news story]
    455M for 19M shares, that's 29USD/share, I'll take that!
    Feb 27 12:58 PM | Likes Like |Link to Comment
  • Rexahn Pharmaceuticals: Another $1.30 Biotech Lottery Ticket [View article]
    Bret, thanks for your article,

    I believe 1.30 is a little too expensive and not a good entry point for RNN right now since it is very volatile. I guess it can certainly settle in a few days around 1.10 and it would make a good entry point.

    I do agree with the longer term prospect of the company, though, I am long from 98c
    Feb 27 12:22 PM | 5 Likes Like |Link to Comment
  • Trading in Amarin shares halted ahead of FDA advisory meeting [View news story]
    Actually this is normal, they did it last time too.
    Oct 16 09:34 AM | Likes Like |Link to Comment
  • GE wins $1B booking from Vietnam for 787 engines [View news story]
    Well, I guess the aircraft would have shorter range as a consequence. Right now, VNA does not have direct flight to USA, I don't think that would be changed soon.
    Sep 29 10:19 AM | 1 Like Like |Link to Comment
  • Inovio - Dilution And Catalysts Make It A Promising Short [View article]
    I can't help laughing...

    The market cap of Ino is less than 500M and the deal signed with Roche might worth upper 400M alone, that's just 2 of the 10 drugs in INO's pipeline plus royalties on usage of the technology!

    Guess what? INO still has 7 other drugs/vaccines to be partnered with, including 3 products targetting HIV, various type of flu...

    How many more partnerships are needed to show the bashers the potential of INO?
    Sep 10 11:22 AM | 3 Likes Like |Link to Comment
  • Amarin Regains Ahead Of Vital Q4 Catalysts [View article]
    It normally happens the same day, they will vote on the same day.
    Sep 4 12:36 PM | Likes Like |Link to Comment
  • A roundup of tech analyst ratings changes [View news story]
    Bernstein even talked trash in the CC today! He was like "why does NOK need 1.5B financing", I find that pretty stupid since NOK current debt rating is very low and MSFT credit facility would have much smaller interest rate.
    Sep 3 01:38 PM | Likes Like |Link to Comment
  • Inovio Pharmaceuticals soars on no specific news driver today [View news story]
    There is a new driver, there's a conference annoucement for a conference in Korea on Sep 11, speaker would be member of INO scientific board (and 2nd largest individual investor of INO), Merck would be there also talking about... vaccine licensing
    Aug 21 04:47 PM | Likes Like |Link to Comment
  • Intellipharmaceutics: A Bio-Better Generics Play On The Cutting Edge [View article]
    WOW, I recouped my loss and made some profit today on no news with IPCI! Is Focalin or possilbly 2-3 other drugs getting approved or what?
    Jul 23 01:38 PM | Likes Like |Link to Comment
  • Intellipharmaceutics: A Bio-Better Generics Play On The Cutting Edge [View article]
    I am IPCI long but the company will run out of cash soon and they need the Focalin XR to be approved NOW so that cash can come from partner PAR, otherwise it's gonna be yet another dillution!
    Jul 17 11:30 AM | 1 Like Like |Link to Comment
  • Amarin Hit Hard On Summer Street Commentary, Acquisition Possible After Omthera Buyout [View article]
    I sold all my QCOR last week to jump on AMRN and NOK, I strongly believe AMRN is one of the best value play this year, MARINE approval brought the stock to 15.8, I don't see anything below 18 for ANCHOR approval. And for the point if ANCHOR will be approved, I think it's a joke not to believe in the needs as well as the efficiency and safety profile of the drug!
    May 30 07:15 AM | 1 Like Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    And that's only 3 months of sale (Dec 05 - Mar 05) and with the supply issues!
    Mar 6 08:33 AM | 2 Likes Like |Link to Comment
  • Thanks to supply constraints, Nokia (NOK -1.9%) only shipped 30K Lumia 920T units to China Mobile through Jan. 30, even though the world's biggest mobile carrier ordered 90K. Bloomberg reports most China Mobile outlets aren't carrying Nokia's flagship Windows Phone ahead of the Chinese New Year holidays due to the constraints - Stephen Elop has already stated Q4 920 sales were hurt by limited supplies (reportedly due to chip shortages). Nokia's Chinese sales fell 79% Y/Y in Q4. [View news story]
    Nokia should move all the manufacturing sites to Asia. It's waste of time when the QCOM chips are made in Taiwan, then get shipped to Europe to be put in the phone, then ship back to China. Why don't just make all the phones in Vietnam instead? Samsung is building its 2nd site in Vietnam and when they supply the Snapdragon chips to QCOM, the chip manufacturing facility and the phone assembling plant are just 30 miles apart!
    Feb 7 12:21 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
275 Comments
191 Likes