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  • Juno: Trying To Justify A $5.5B Valuation For A Year-Old Company [View article]
    In at the IPO at $38 in December. JUNO now at about $60 after just 3 months. Good article explaining the risks but IF this company succeeds there is no limit to the upside. Like many of these small biotechs you will be able to retire with just one big winner. Spread the risk, cover JUNO, KITE, BLUE & BLCM and see what happens.
    Mar 24, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • Palo Alto Revenue Soars On Growing Cybersecurity Threat [View article]
    The Russians do the same thing. Check out the Russian "Space Shuttle." It got off the ground once but never into space. Unfortunately, the Chinese are better at knock offs. Palo Alto is a big winner.
    Mar 6, 2015. 12:00 PM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    "biotech juggernaut Gilead Sciences" -- I am long GILD, but I wouldn't call this company a juggernaut as far as the stock price goes. It is about $100 per share, same as it was 8 months ago. My question is still "how can a company with a such a high growth rate have a PE of 12?" Now with a $15 billion stock buy back and a new dividend there is still no movement up. Puzzling. And how about that 98% ROE? Comments?
    Feb 14, 2015. 09:36 AM | 1 Like Like |Link to Comment
  • The Idiocy Of Gilead's Undervaluation [View article]
    I couldn't agree more. GILD is my largest holding and I added more this week. Earnings per share at 384% and a PE of 12? Come on folks. This is totally ridiculous. Now we have a huge buy back and a dividend on top of staggering earnings and profits! Amazing. Compare to Amazon for example: no profits and a sky high PE and it's up nearly 25% in the last few days. Go figure. Nothing against Amazon, but they are not making any money and actually have never made the kind of profits GILD has and will continue to have, and their stock is over $370/share. In all fairness to Amazon they are predicted to start making a profit next year. But still.
    Feb 5, 2015. 11:38 AM | 9 Likes Like |Link to Comment
  • Regeneron Shows Biotech Investors Have Left Their Wildcatting Days [View article]
    Great article and insight into the "platform" concept. Long: CELG, REGN, GILD. Plus, about 15 smaller higher risk bio techs. Wildcatter is a good analogy, but I prefer "the new gold rush." For "all on board" GILD has many products for infectious diseases besides Hep C. They are big in HIV, etc. and cancer drugs and have a very large pipeline.
    Jan 31, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • Cell MedX Corp.: Multiple Name Changes, Insider Ownership, And Poor Financials [View article]
    This reminds me of a story my father told me. He bought shares in a Canadian gold mining company back in the 1950's from a door to door salesman. After he wrote the check he never heard from the salesman or the company again. This was the one and only time he "invested" in the "stock market."
    Jan 29, 2015. 10:56 AM | Likes Like |Link to Comment
  • Celgene: Could You Be More Like Gilead, Please? [View article]
    Yes, staggering. So is the appreciation in the stock -- up 60% in the past year and up in the pre-market this morning on better than expecting earnings. This is what they call spreading the wealth around. Besides, Celgene saved my life with their cancer drugs. Go Celgene!
    Jan 29, 2015. 07:57 AM | 2 Likes Like |Link to Comment
  • Celgene: Could You Be More Like Gilead, Please? [View article]
    I bought more shares of both companies last August. Since then CELG is up 35% and GILD is up 7%. Both companies are great. I do think GILD will go up more than CELG this year. I have no plans to sell either at this point. I'll be waiting for a pivot point to buy more of both though.
    Jan 28, 2015. 09:49 AM | Likes Like |Link to Comment
  • The Insider Sales Brief: Palo Alto Networks [View article]
    All totaled, the shares sold represent less than 6% of the amount the 6 who sold own. They sold about 70,000 shares but still own 1,500,000 shares (approx). Institutions who hold this stock are increasing, doubling in the past year, up to 554 in the last quarter. Profits are nearly doubling year over year. Cyber security is huge and growing. CSCO was up 100 fold back in the day. Of course it crashed in the bubble. So just put in a stop loss if you own the stock and sleep well.
    Jan 22, 2015. 08:51 AM | Likes Like |Link to Comment
  • Juno raises price range for IPO [View news story]
    Same with LC -- 4 days before IPO it was $10-12, raised every day, then opened at $24.75.
    Dec 16, 2014. 11:41 AM | Likes Like |Link to Comment
  • With Insiders Likely Itching For Profits, Short Opportunity Ahead For Radius Health Investors [View article]
    No worries, Don. I'm a big boy and take responsibility for my own decisions.
    Dec 15, 2014. 08:26 AM | 3 Likes Like |Link to Comment
  • With Insiders Likely Itching For Profits, Short Opportunity Ahead For Radius Health Investors [View article]
    RDUS up nearly 20% since this article appeared 12 days ago. I hate to admit it, but I sold after reading this article when it was originally posted. I did make some money though. Stock has tripled in 4 months.
    Dec 14, 2014. 02:28 PM | 1 Like Like |Link to Comment
  • Cellceutix jumps on QIDP tag [View news story]
    Up 85% in a little more than 2 months. So much for those "experts" who say NEVER buy a penny stock (less the $5). 5 years ago JAZZ was 74 cents and now it's over $180. That's only a 250 times increase! I can see this for CTIX. Look for those "gold in the mud" stocks and spread your risk to many of these little golden nuggets, sit back and enjoy.
    Dec 8, 2014. 01:59 PM | 4 Likes Like |Link to Comment
  • Merck close to $7B deal to acquire Cubist Pharmaceuticals [View news story]
    My only complaint is that I don't own more shares. On the other hand, I bought CBST only 3 weeks ago. If the deal goes through at $100 per share, 37% in 3 weeks. Everyone gets lucky once in a while. :-) too!
    Dec 7, 2014. 09:05 AM | 5 Likes Like |Link to Comment
  • Update: Northwest Bio Benefits From Two Financings, Woodford Makes Encouraging Investment [View article]
    I have a small stake in NWBO which I've had for a couple of years. I am ahead at this point. I've sold a couple of times when the stock spiked, took my profit and then bought back in when the stock went down. If it went out of business I wouldn't have lost anything at this point other than the opportunity to have made money someplace else. If it succeeds I might start being a philanthropist. I believe this company will ultimately be successful. They certainly seem to have the ability to hang in there.
    Nov 21, 2014. 08:52 AM | 4 Likes Like |Link to Comment