BioBlogger_'s Comments BioBlogger_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/169/comments Tysabri Comes Out On Top At FDA Panel Meeting (BIIB, ELN) http://seekingalpha.com/article/7581-tysabri-comes-out-on-top-at-fda-panel-meeting-biib-eln?source=feed#comment-9696 9696 Fri, 10 Mar 2006 12:19:25 -0500 FDA Has Egg On Its Face…Again (NFLD) http://seekingalpha.com/article/7053-fda-has-egg-on-its-faceagain-nfld?source=feed#comment-8184 8184 Wed, 01 Mar 2006 13:34:41 -0500 Research Report Highlights Reality of Tysabri’s Prospects (ELN, BIIB) http://seekingalpha.com/article/7257-research-report-highlights-reality-of-tysabris-prospects-eln-biib?source=feed#comment-8177 8177 Wed, 01 Mar 2006 12:35:11 -0500 BioCryst Receives Fast-Track Status for Peramivir, But Does It Justify The Stock's Appreciation? (BCRX) http://seekingalpha.com/article/5896-biocryst-receives-fast-track-status-for-peramivir-but-does-it-justify-the-stock-s-appreciation-bcrx?source=feed#comment-5851 5851 Wed, 18 Jan 2006 12:57:26 -0500 The Future of Tysabri: A Reader’s Perspective (ELN, BIIB, SRA) http://seekingalpha.com/article/3667-the-future-of-tysabri-a-readers-perspective-eln-biib-sra?source=feed#comment-1823 1823
One more thing. Thank you very much for your comment.]]>
Mon, 31 Oct 2005 11:58:47 -0500
One more thing. Thank you very much for your comment.]]>
The Future of Tysabri: A Reader’s Perspective (ELN, BIIB, SRA) http://seekingalpha.com/article/3667-the-future-of-tysabri-a-readers-perspective-eln-biib-sra?source=feed#comment-1822 1822 Mon, 31 Oct 2005 11:57:45 -0500 BioCryst and Avian Flu: Underappreciated Call Option or Just Overhyped? (BCRX) http://seekingalpha.com/article/3530-biocryst-and-avian-flu-underappreciated-call-option-or-just-overhyped-bcrx?source=feed#comment-1794 1794
Although overvalued, QDEL could, however, experience further appreciation. I went back and looked at how the stock performed from 1999 through 2004 (1999-00 was the first flu season for QDEL's QuickVue influenza test). The median stock price movement from the end of March as the flu season wound down to the peak during the next season was 87% (average was 158%). I looked at how the stock historically performed from around Oct. 24th to the peak to assess how much gas this stock has left in it. I found that the stock's median appreciation was 54% (average 75%). The median days to peak from Oct. 24th was 66 days (average 70 days), impying a peak around Dec. 29th. The same date was derived by looking at the median days from Mar. 31st to peak.

In other words, I believe the stock is expensive, but could appreciate further. This flu season in reminiscent of the hype surrounding the 2003-04 season. Ahead of this season, QDEL appreciated 305% on Feb. 13, 2004, from Mar. 31, 2003, and appreciated 55% from Oct. 24, 2003.]]>
Mon, 24 Oct 2005 12:31:49 -0400
Although overvalued, QDEL could, however, experience further appreciation. I went back and looked at how the stock performed from 1999 through 2004 (1999-00 was the first flu season for QDEL's QuickVue influenza test). The median stock price movement from the end of March as the flu season wound down to the peak during the next season was 87% (average was 158%). I looked at how the stock historically performed from around Oct. 24th to the peak to assess how much gas this stock has left in it. I found that the stock's median appreciation was 54% (average 75%). The median days to peak from Oct. 24th was 66 days (average 70 days), impying a peak around Dec. 29th. The same date was derived by looking at the median days from Mar. 31st to peak.

In other words, I believe the stock is expensive, but could appreciate further. This flu season in reminiscent of the hype surrounding the 2003-04 season. Ahead of this season, QDEL appreciated 305% on Feb. 13, 2004, from Mar. 31, 2003, and appreciated 55% from Oct. 24, 2003.]]>
BioCryst and Avian Flu: Underappreciated Call Option or Just Overhyped? (BCRX) http://seekingalpha.com/article/3530-biocryst-and-avian-flu-underappreciated-call-option-or-just-overhyped-bcrx?source=feed#comment-1750 1750 Wed, 12 Oct 2005 10:13:34 -0400