Seeking Alpha


Send Message
View as an RSS Feed
View seb90266's Comments BY TICKER:
Latest  |  Highest rated
  • How Big Will The Biotech Bubble Get? [View article]
    I agree with you Mario, I think there is some kind of balance as well. When a drug fails to show promises the company' stock plummets, when the FDA is rejecting a NDA company's stock goes down, when a drug launch is weakish the stock goes down. That is what is making company like GILD or REGN rise as they show not only promises but execution/sales as well.
    Mar 24, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    Jun 27, 2014. 04:10 PM | 1 Like Like |Link to Comment
  • Shares Of Vringo Jump 22% After Work-Around Ruling: Are You Capitalizing On This Big Opportunity? [View article]
    Hi Justin,

    I know you are writing your next article. If possible can you include a timeline for the appeal process? This is what the shorts are using right now to keep the PPS low so it would be interesting to see how it may play out.
    Thank you
    Jan 28, 2014. 07:27 PM | Likes Like |Link to Comment
  • Biotech-Focused Baker Bros. Accumulates These 3 Stocks [View article]
    Thank you Brian. Do you follow any other biotechnology fund?
    Oct 1, 2013. 01:53 PM | Likes Like |Link to Comment
  • Arena Stock Reacts To Sales Pace [View article]
    Let me ask you this then, what is your estimate PPS if we end up the year around $50 million? Thank you
    Jul 19, 2013. 06:43 PM | Likes Like |Link to Comment
  • This Week's BioPharma Catalyst Watch List [View article]
    Can you comment on SGMO today news release? where do you see the PPS go from there?
    thank you

    "RICHMOND, Calif., July 17, 2013 /PRNewswire/ -- Sangamo BioSciences, Inc. (Nasdaq: SGMO) announced today the publication of groundbreaking research using zinc finger DNA-binding protein (ZFP) technology to insert a gene that permanently "silences" the extra copy of chromosome 21, which is the root cause of Down syndrome (DS)."
    Jul 17, 2013. 02:00 PM | Likes Like |Link to Comment
  • Arena Completes 4th Week Of Sales [View article]
    IMO the market is not solely reacting to the script #, it helps but the MM may want to bring the PPS closer to $9 as it is I believe the max pain level.
    Jul 12, 2013. 04:49 PM | 1 Like Like |Link to Comment
  • Arena Completes 4th Week Of Sales [View article]
    Thank you Spencer for the information, it is very helpful to keep track of the sales #! Please keep it coming....
    Jul 12, 2013. 12:25 PM | 3 Likes Like |Link to Comment
  • Arena Surges On Script Data [View article]
    Hi keahou,
    Do you have VVUS script # for this week by any chance?
    Thank you
    Jun 21, 2013. 02:55 PM | 2 Likes Like |Link to Comment
  • All Eyes Now Focusing On Acquisition Of Amarin [View instapost]
    Hi Steve,
    What do you think would be the impact on PPS and potential B/O price if reduce-It fail?
    Thank you
    May 28, 2013. 12:53 PM | Likes Like |Link to Comment
  • For Arena, Sales Is Key [View article]
    Hi Spencer,

    I have been a long time reader of your articles and I appreciate your insight on ARNA. Just a quick question regarding sales:
    I am invested in ARNA and AMRN as well and yesterday it was disclosed that the actual/"real" scripts # were about 23% higher than the reported weekly numbers (by Symphony), are you expecting the same thing to happen with ARNA? If yes, I think long term investors should keep in mind that scripts may be under estimated until we get the actual numbers from the company.
    Additionally, Do you think that B could be sold off label for diabetes issues? That could help our sales.
    Thank you
    May 10, 2013. 01:32 PM | Likes Like |Link to Comment
  • Amarin Set To Go After Expanded TG Market In Q4 2013! [View instapost]
    Hi Steve, I never posted but I read your articles and respect your DD. I just saw a rumor out there that the FDA posted a new MAPP and apparently "it is helping" AMRN NCE status, do you know anything about that? Thank you
    Apr 27, 2013. 08:36 AM | Likes Like |Link to Comment
  • Why Vringo Is A Buy: Supreme Court Precedent Trumps All [View article]
    What is your take on the rumored (I do not have any link) Motion for Summary Judgement from Google filled today?
    Sep 13, 2012. 12:04 AM | Likes Like |Link to Comment