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maven pharm

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  • Is Biogen's Stock Plunge Overreaction? [View article]
    I remember about 4 months ago when Biogen skyrocketed to $480.00 per share in days from about $415 on news of the potential of its Alzheimer's drug. Now it is about $300.00. I mean I now emotional response to a drug can have far-reaching effects but these spread it ridiculous. Mr. Arie Goren's article was very informative and as I suspect Biogen -Idec is a good investment vehicle for the long term investor with great growth prospects. If someone had money to buy some shares at this price or below; I would jump at it. There baseline earnings are great; and their is cash in the till to purchase other companies when a deal presents itself.
    Jul 27, 2015. 08:33 AM | 3 Likes Like |Link to Comment
  • Biogen (BIIB) George A. Scangos, Ph.D. on Q2 2015 Results - Earnings Call Transcript [View article]
    DISAPPOINTING. CELGENE AND AMGEN HAVE BROADER APPEAL BASED ON DEALS THEY HAVE MADE WITH NEW EXCITING SMALL INNOVATIVE BIOTECH FIRMS. I HOPE THE MANAGEMENT WILL DO THIS. I OWN THIS STOCK. I WILL BE PATIENT.
    Jul 24, 2015. 02:13 PM | Likes Like |Link to Comment
  • Coca-Cola Q2, Still Chugging Along [View article]
    Coke is so big I imagine they can maneuver their earnings using accounting without anyone really knowing. I have not had a Coke for years. Coke is responsible for making people overweight; even if it is a conscious move to drink or not to drink one. It is responsible for obesity in America. But it is successful at what it does. It is diversifying now; which is good. It is hard to see Coke going anywhere over the next few years; but they generate cash and pay a good dividend so probably long term it is still a good investment if you do not have a conscious.
    Jul 23, 2015. 11:52 AM | Likes Like |Link to Comment
  • Lpath: A Binary Situation With Odds In Investors' Favor [View article]
    Worth a try; it is relativity cheap. Pfizer is a dumb company, You are right. Little biotech firms beating them up. I will keep on following this coming.
    Jul 17, 2015. 08:43 AM | Likes Like |Link to Comment
  • Epizyme Partnership With Celgene Makes It Worth A Look [View article]
    I just was looking for a quote on a company called affymax and it was listed after I entered Aff and I clicked on to it because it had interesting name. I started reading what it was doing as far a biotech research. I occurred to me that Seth Klarman would like the stock. So I bought some and when it went up I bought some more. Than I saw a big French company in biotech was interested in it. The trajectory of this stock has been nothing sort of amazing. I am buying more.
    Jul 17, 2015. 08:38 AM | 2 Likes Like |Link to Comment
  • Epizyme Partnership With Celgene Makes It Worth A Look [View article]
    I found this very interesting biotech stock about 2 months ago and it doubled in price. It is a German biotech company called Affimed and a French biotechnology company has agreed to work with it on a antibody it makes. It appears to be very similar type company to Atara Biotherapeutics. Yesterday it went up over 2 dollars per share. I have a hunch it is going much higher. Check it out.
    Jul 17, 2015. 02:08 AM | 1 Like Like |Link to Comment
  • Epizyme Partnership With Celgene Makes It Worth A Look [View article]
    Extremely well written article and very informative. Good investment analysis and philosophy for biotech investments. Obviously; Celgene will make out well if Epizyme's products are marketable. Thank you Mr. Meyers. I really like this article.
    Jul 13, 2015. 06:18 PM | 3 Likes Like |Link to Comment
  • Aerie Pharma: Was Rocket 1 Really A Failure? [View article]
    Although Timolol is used frequently in glaucoma; a lot of people use lantanoprost and brimodine. Timolol is used less frequently now.
    Jun 20, 2015. 11:25 PM | Likes Like |Link to Comment
  • Aerie Pharma: Was Rocket 1 Really A Failure? [View article]
    These ophthalmic drops if effective are such profitable pharmaceutical agents I would imagine that some of the mega international pharmaceutical companies will jump at the chance of taking over Aerie Pharmaceuticals. That is what will happen. I want to buy a lot of stock in this company. Its the real thing.
    Jun 17, 2015. 11:43 AM | 1 Like Like |Link to Comment
  • 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
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