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  • Sarepta Therapeutics: No Longer A Momentum Play, But Long-Term Value Remains [View article]
    Good article - 3 most important points are:
    1) Over the last quarter Sarepta took advantage of its high prices to raise $125 million in an ATM offering, leaving the company with $281 million in cash and equivalents. This large cash position should give the company enough cushion to get through 2016 without any additional equity offerings.

    2) First, Sarepta must design a study with endpoints that the FDA finds acceptable. Based on what Sarepta stated in its conference call Wednesday, the FDA raised questions about both dystrophin production and the 6 minute walk test as appropriate endpoints. The regulatory agency will likely be heavily involved in the Phase III trial design and it remains to be seen what the trial will look like. If Sarepta is required to develop novel end points, the ultimate likelihood of trial success may be lower.
    Additionally, the FDA may require a full placebo control arm for the Phase III trial. This is a significant concern, and could make trial enrollment a major challenge. Because of the invasive nature of dystrophin level testing, many parents may not be willing to enroll their boys without a guarantee that they will be on the drug. Additionally, it would double the number of patients required for a study. This potential requirement does raise some significant ethical issues and, if the FDA caves on this point, it would be a significant positive

    3) Over the next 9 months, Sarepta will be having numerous discussions with the FDA. Depending on how transparent the company is with the outcomes of those negotiations, each press release will be heavily examined for subtle clues about the FDA's thinking. At the end of those discussions, likely mid-2014, Sarepta should have a clinical trial protocol for their Phase III trial.
    Nov 14 05:51 AM | 1 Like Like |Link to Comment
  • Short Vanda's Pending Catalyst For A 30% Gain [View article]
    The article neglects the possibility of either partnering with a big pharma or even selling the rights of the drug
    Nov 6 04:14 AM | Likes Like |Link to Comment
  • Google moves €8.8B to Bermuda to keep taxes low [View news story]
    Close all the gaping tax loopholes
    Oct 12 03:06 AM | Likes Like |Link to Comment
  • Facebook Earnings Preview: Social And Mobile Converge In 1 Stock With Steep Valuation [View article]
    35% growth x .97 14 earnings = $34
    Add an arbitrary $17 (additional 50%) for FB's entrenchment and big moat, and for social media industry's future prospects, and you still get $51
    Until analysts start touting 2015 estimates and the mainstream investor begins to factor them in, I wouldn't pay more than $51 for the stock and that's pricey!
    Oct 7 04:02 AM | 1 Like Like |Link to Comment
  • Why Intel Is A Chip Stock To Take Note Of [View article]
    Sloppy statistics!
    Aug 30 10:42 PM | Likes Like |Link to Comment
  • The Market Vectors Gold Miner ETF Is A Lousy Way To Bet On Gold [View article]
    Overly simplistic article and premise - there are times that favor buying GDX and GDXJ and individual gold company stocks and other times that favor buying GTU or GLD or coins etc..
    GDXJ incidentally may be preferable to GDX now as the smaller names have less debt and may benefit from future consolidation in the mining industry as larger companies buy out some of the smaller ones.
    Aug 20 02:38 AM | 3 Likes Like |Link to Comment
  • Ben Bernanke, Hypocrite [View article]
    If you repeat the same mantras for long enough, you end up believing them whether they are based in reality, or NOT
    Jul 12 02:57 AM | 4 Likes Like |Link to Comment
  • "It's almost biblical," says Apollo Global (APO) CEO Leon Black. "There is a time to reap and there's a time to sow ... We are harvesting." The P-E kingpin says Apollo has unloaded about $13B in assets over the past 15 months. "The financing market is as good as we have ever seen it. It's back to 2007 levels. There is no institutional memory ... We're selling everything that's not nailed down." [View news story]
    It's a market of stocks, not a stock market - therefore there are still some cheap stocks with good prospects that you can hold or buy. There are also international markets to invest in.

    Having said that, it would make sense to increasingly lower one's allocation to stocks as the markets grind higher.
    May 6 02:31 AM | Likes Like |Link to Comment
  • AT&T Vs. Verizon, Which Is The Better Value? [View article]
    A slimy industry as a whole with slick, misleading advertising the norm. Why entrust your investments with slimeballs when there plenty of other fish in the investment pond.
    Feb 28 02:03 AM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: 'Quality Rather Than Quantity' [View article]
    Portfolio managers don't want to show it in their holdings at the end of the year - buying opportunity
    Dec 20 04:04 AM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters Q4 Earnings Preview [View article]
    You're article would have been more aptly named: "GMCR check-in before earnings release"
    Nov 24 03:20 PM | Likes Like |Link to Comment
  • Naturally, analysts are jumping all over Deckers Outdoor (DECK) with downgrades following the retailer's weak Q3 report and outlook. The bullish-leaning Sterne Agree says it will talk to management before revising estimates, but yesterday's sharp cut in Q4 sales guidance from the firm to 6% growth from 19% seems to speak volumes already. DECK -18.7% premarket. [View news story]
    Cheap stock but one needs to see some sign of stabilization. I suspect that they have not had much success marketing UGGs to men, Tom Brady's commercials notwithstanding.
    Oct 31 01:24 AM | Likes Like |Link to Comment
  • AT&T: How to Lose 90% of a Customer Base [View article]
    AT&T is absolutely a scammy company that hasn't learned its lessons yet. Just more evidence in this article.
    Mar 27 07:46 PM | 5 Likes Like |Link to Comment
  • SunPower: Consistency Is the Name of the Game [View article]
    I agree with Fred W. - I met a couple of SPWRA employess at an Earth Day event last year and it felt like I was talking to a couple of tenured union employees who thought that they and their company were immune to the competition.
    Jan 3 11:30 PM | 2 Likes Like |Link to Comment
  • The Entropy Principle: Why Companies Like Yahoo Degrade [View article]
    Bartz knows how to cut costs and how to run a company efficiently but she seems to lack vision in taking yahoo forward to the next levels.
    Yahoo has a great homepage yet they still don't seem to have a clue in how to monetize it.
    Oct 31 05:37 AM | Likes Like |Link to Comment