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  • Buy Rite Aid During The Current Dip: An Algorithmic Analysis [View article]
    YEAH WITH TODAYS BUSINESS CONDITIONS. I AGREE
    May 11, 2015. 10:47 AM | Likes Like |Link to Comment
  • Buy Rite Aid During The Current Dip: An Algorithmic Analysis [View article]
    sounds right. Bad board members; have been on line for years at this company. That explains why is was $1.00 a share for so long.
    May 11, 2015. 10:45 AM | Likes Like |Link to Comment
  • Buy Rite Aid During The Current Dip: An Algorithmic Analysis [View article]
    Pharmacy benefit managers like Caremark keep on lowering fee per prescription and cost per drug allowance; this makes it difficult for a pharmacy to make profit on prescriptions filled. Walgreen's and maybe CVS bought percentages of different wholesalers. Maybe Walgreen bought Amerisource Bergen. But keeping a pharmacy profitable is much more difficult. Pharmacies will have to offer healthcare services that have nothing to do with prescriptions. I imagine that is why Rite Aid bought Envision and why they are also offering clinics within each store or some of their stores. I guess Rite Aid just must prepare its future as a stand alone pharmacy. That is ok with me.
    May 11, 2015. 10:39 AM | Likes Like |Link to Comment
  • Aerie Pharma: Was Rocket 1 Really A Failure? [View article]
    All these lawsuits do not look too encouraging. The CEO who sold a large amount of stock days before the drug trial become public looks suspicious. But it looks like the drug works; that being true; possibly other pharmaceutical companies will try to vary or modify the chemical structure and create a new patented chemical entity that works similar to Rhopressa and try to get FDA approval.
    People with heart blocks,bradycardia and congestive heart failure can not take timolol. Maybe in 2 years Aerie might come back. By than another company may create a new chemical entity that works similar to Rhopressa and get it approved. Looking forward to the combined effect of Rhopressa and lantanoprost.
    May 8, 2015. 06:24 AM | Likes Like |Link to Comment
  • Aerie Pharma: Was Rocket 1 Really A Failure? [View article]
    Again some patients can not tolerate timolol for preexisting heart issues; however their are a few other drugs out there that help control blood pressure in eye; brimidone is one of them. I still think Rhopressa has a chance to be a viable alternative to timolol in some patients and that the FDA would approve it. With all these lawsuits out there; the picture does not look too encouraging. The fact the CEO parachuted out of the stock days before the results of the trial is suspicious. All in all it might take several years to clean this up. But if the drug mechanism partially works you can be sure other pharmaceutical manufacturers are busy tweaking to the compound a bit to create a new patented similar pharmaceutical.
    May 8, 2015. 06:18 AM | Likes Like |Link to Comment
  • Preliminary data show effectiveness of luspatercept in patients with blood cancers [View news story]
    Celgene owns 4 million shares of Acceleron I think it means something.
    May 7, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Aerie Pharma: Was Rocket 1 Really A Failure? [View article]
    Thank you Mr. Chapman for this great article. I am going to read it over about 10 times but I get the gist of it. But there is something I want to add; I know a little about medications and I remember that timolol ophthalmic drops are contraindicated for certain concurrent medical conditions. Even though the medication might work ; if the person has a certain heart condition or diabetic condition they can not use timolol drops. So the fact Rhopressa does work somewhat would not mean the FDA would not approve it. Also I think depending on how they attached the active ingredient of Rhopressa ; chemically ; its bioavailability in the eye could change. So really Rhopressa is not a failure. I think you are correct; the stock is worth having. The results also are not in as to whether combining it with latanoprost might produced an unknown synergistic effect. What attracted me to this company was the explanation by the company of the chemical mechanism involved in its action on the eye. I own the stock.
    May 7, 2015. 11:19 AM | Likes Like |Link to Comment
  • Don't Rule CVS Out In The Rite Aid Sweepstakes [View article]
    My thoughts are based on intuition. I looked at what the officials of the company are raking in from the company. And frankly from what they are making they do not care what happens to the rest of the corporation because their salaries and compensations are amazing. Thanks for the impressive factual analysis.
    May 7, 2015. 08:13 AM | Likes Like |Link to Comment
  • Buy Rite Aid During The Current Dip: An Algorithmic Analysis [View article]
    New board members that have fresh ideas and more dynamic business model might make the company more profitable ;thereby making it a more attractive takeover target.
    May 6, 2015. 06:14 PM | Likes Like |Link to Comment
  • Buy Rite Aid During The Current Dip: An Algorithmic Analysis [View article]
    New board members might force a new business model on the company making it a more attractive takeover candidate.
    May 6, 2015. 06:12 PM | Likes Like |Link to Comment
  • Don't Rule CVS Out In The Rite Aid Sweepstakes [View article]
    OK everything that Popeye said might be true; but no one has officially shown any interest in acquiring Rite-Aid. Who knows what the reason is? But the fact remains it is the largest pharmacy chain that is consistently the least profitable over decades. It may not be worth it for anyone to buy them; they just do not represent real competition.
    May 6, 2015. 08:43 AM | Likes Like |Link to Comment
  • Don't Rule CVS Out In The Rite Aid Sweepstakes [View article]
    CVS ,Walgreens and the third party prescription managers have successful put the private pharmacies out of business. It must be said that this is bad for the average citizen who benefits from the relationship with a neighborhood pharmacist.
    May 5, 2015. 10:03 PM | Likes Like |Link to Comment
  • Analyst pokes holes in Einhorn's critique of Pioneer Natural, frackers [View news story]
    I have no expertise in the oil field; but I would like to make an observation about David Einhorn. He is not always correct in his analysis. He told people to short Chipotle when it was$260.00 a share. I think it touched near $500.00. So there you see a statement he made in the past the turned out completely wrong and cost people money if his advice was heeded.
    May 5, 2015. 09:57 PM | 12 Likes Like |Link to Comment
  • Don't Rule CVS Out In The Rite Aid Sweepstakes [View article]
    I just read the article in Fortune magazine about the buyout battle between Dollar General and Dollar Tree over Family dollar. The writer here made some of the same arguments that were true in the battle for Family Dollar where the regulators would only approve Dollar General's buyout if they closed a number of stores. Who knows what really happened; but a battle for Rite Aid could ensue. I doubt highly Walgreen would want Rite Aid; it would be such a complicated buyout and unseen scenarios popping out all other. Baffling to predict or conceive but Walgreens would want it for cheap. CVS is a possibility but I think CVS is looking for internal growth now with its Minute Clinics and its Caremark division. So that leaves Rite -Aid a bride with no real suitors. Rite Aid must grow on its own that is the solution. No buyout. Management must make the right moves and if it happens Rite Aid might be a lucrative investment 18-24 months down the road.
    May 5, 2015. 07:32 PM | Likes Like |Link to Comment
  • An Analysis Of Acceleron, A Development-Stage Celgene Partner [View article]
    Thanks for the simplified biochemistry lesson on the mechanics of Acceleron's drugs. My guess is that if the stock market tanks at one point Acceleron stock will take a dive at which point it may look like an interesting long term investment.
    Apr 26, 2015. 06:29 PM | Likes Like |Link to Comment
COMMENTS STATS
178 Comments
110 Likes