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maven pharm

maven pharm
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  • GlaxoSmithKline: To Buy Or Not To Buy? [View article]
    I THINK GLAXO IS A GREAT COMPANY AND IT WILL FIGURE OUT HOW TO MAKE MONEY; BUT IT MAY TAKE TIME. I LIKE IT AS AN ACCUMULATION , AS A DRIP(DIVIDEND REINVESTMENT) . I THINK IF YOU HOLD IT FOR 2 YEARS IT COULD SHOW A 30% INCREASE IN ITS VALUATION INCLUDING THE DIVIDEND.
    Aug 19 10:40 PM | Likes Like |Link to Comment
  • Could WhiteWave Foods Be The Next Acquisition For Coca-Cola? [View article]
    I mean ok White wave is a beverage company.But I do not think Coke wants to be in the milk business. There is a trend away from soft drinks;because they make you fat and raise blood sugar and the diet brands have sweeteners that are suspect in many areas of health. Coke needs new drinks that have broad appeal. They have the marketing skills they just need new research and new ideas. I think Whitewave acquisition is far fetched. Who knows?
    Aug 19 10:33 PM | 1 Like Like |Link to Comment
  • Evaluating GlaxoSmithKline's Dividend [View article]
    I would accumulate Glaxo just for the dividend and hope; although I don't like using that word without definite evidence their pipeline has some interesting drugs that would blossom future earnings. Glaxo will probably do something and yes I own Glaxo and want to buy more at this price.
    Aug 12 08:11 PM | Likes Like |Link to Comment
  • Lundbeck Remains A High-Risk/High-Reward Specialty Pharmaceutical Play [View article]
    I read this article and I thought the only thing that might happen that would be beneficial would be for an American Pharmaceutical firm to buy them and do an inversion. I do not know what the Danish tax rate is. But it might be beneficial. As far as a stand alone investment; I am not quite sure and would have to read more about their research. It looks interesting; but most of its new drugs are not original in that they look like me too drugs.
    Aug 12 08:02 PM | Likes Like |Link to Comment
  • Walgreens finds a new CFO [View news story]
    WALGREEN'S IS NOT THE SAME COMPANY IT WAS YEARS AGO. IT APPEARS SLOPPY. THE MOVE TO EUROPE IS ALMOST ASSURED BECAUSE THE PRICE OF THE STOCK APPEARS TO HIGH; FOR WHAT THEY OFFER SHAREHOLDERS NOW. WALKING THROUGH WALGREENS I NOTICE ALOT OF CHANGES I DO NOT LIKE.
    THERE EMPLOYEES ARE NOT THE SAME STANDARD THAT WAS IN YEARS PAST. THERE SERVICE IS NOT AS GOOD. THERE PRICES ARE OK. BUT DOLLAR STORE PRICES ARE MUCH BETTER. FRANKLY I WOULD MUCH PREFER TO BUY MOST OF MY GOODS A BIG BOX STORES OR DOLLAR STORES. AS FAR A PRESCRIPTION PHARMACY IS CONCERNED; THERE IS SO MANY MORE PLACES TO FILL PRESCRIPTIONS. I SEE THEM MUDDLING ALONG; WITH NO SPECTACULAR GROWTH.
    Aug 4 09:30 AM | Likes Like |Link to Comment
  • Coca-Cola Is Probably Overvalued, But So What? [View article]
    I am not an accountant; but I know Coke has ton's of cash coming into the company. Also there is probably a lot of money they waste in daily operations that can be cut; but have not decided to do it yet. They probably have assets within the company that can be sold. So there is a lot that Coca Cola Company can do to make itself more profitable. I think Coke is a great investment because you can accumulate stock by dividend reinvestment. So based on all my assumptions above I would continue to accumulate Coke; and reap benefits later.
    Aug 4 09:25 AM | Likes Like |Link to Comment
  • Coca-Cola: Capital Allocation - Paper Versus Hard Assets [View article]
    I agree with the person before. It is high time the shareholders stopped these CEO's and other directors from legally voting themselves stock options; and all kinds of compensations that make them so wealthy. Give it to the shareholders.
    Warren Buffitt should be convinced and than everything will follow from that.He owes so many shares. Coke brings in so much cash; it is a great investment if the directors were not stealing all the money for themselves.
    Jul 17 01:03 AM | 3 Likes Like |Link to Comment
  • Codexis +84% AH on Glaxo licensing pact [View news story]
    Glaxo is a winning stock. Firstly although they sold their oncology business to Novartis and bought out another firms vaccines business; the research know how is still there. The stock has the added possibility of being bought out by an American pharmaceutical company due to its English ownership. The asthmatic business is second to none and the dividend is solid. I see Glaxo trading in the low 70's in several years. This stock is a great long term holding.
    Jul 14 11:39 PM | Likes Like |Link to Comment
  • Sanofi sues Lilly over insulin patents [View news story]
    I do not think Sanofi will win. Lilly if it is successful will be a great boom for Lilly. The stock will probably go up to at least $75. Lantus was prescribed by numerous physicians in the U.S.; once Lilly get an equivalent product; Lilly will really grow big time. I feel Lilly is an excellent long term investment.
    Jul 8 02:36 PM | 1 Like Like |Link to Comment
  • Recent Buy: Baxter International [View article]
    I have this strong intuition that once this company splits into 2 parts ; the biotech part will be bought out by another company. Making this investment a super-duper investment. It is a win win situation. I want to buy this issue now.
    Jun 22 08:57 AM | 1 Like Like |Link to Comment
  • Recent Buy: Baxter International [View article]
    I like this company and they know how to make money. Once the spin off occurs; each will go up in price. It is a sure 20% on investment in a short time. I want to
    purchase this stock,
    Jun 19 04:14 PM | 1 Like Like |Link to Comment
  • If Achillion Was Going To Be Taken Out At A Big Premium, Baupost Would Probably Own It [View article]
    I was reading an annual report on Achillion years ago ; and it seems Novartis got out of a lot of relationships they had with this company on there protease and nucleotide inhibitors. That was about 2 years ago. But I say in the drug industry when Squibb now Bristol Myers came out with capoten; I believe it was the first angiotensin blocker on the market; and it became a big seller ; but soon other companies came out with angiotensin blockers and they did quite well on the market in sales. So do not count Achillion out; it will take time and I think whoever owns shares in this company will do well. Forget out Baupost. Obviously they hired good people who understood drugs and chemistry and realized Idenix's research was a gold mine. But in Achillion there is a gold mine; but a lot smaller. Invest in it.
    Jun 17 04:00 PM | Likes Like |Link to Comment
  • Why Big Pharma Has No Interest In Achillion's 'Me Too' Hepatitis C Drug [View article]
    I thought of that too; but he obviously felt that Idenix would be bought out sooner. My hunch is Achilion will be bought out by a big pharma company but not right away and when you least expect it. So buy and hold it and one day when you wake up. The dream will come through.
    Jun 15 10:51 AM | Likes Like |Link to Comment
  • Little-Known Enanta Has A Lot Going For It [View article]
    I think Enanta will be bought out by Novartis. They have so much money;even if they make an error; the research with the buyout would be invaluable. I would wait to buy Enanta after a market fall.
    Jun 12 11:31 PM | Likes Like |Link to Comment
  • Why Big Pharma Has No Interest In Achillion's 'Me Too' Hepatitis C Drug [View article]
    Adam did a great job in explaining how big Pharm things about nucleotides and protease inhibitors. But it is even more complicated than he has explained. The research of Achillion is invaluable to a big pharm company. Although is article is very logical; I would not count out Achillion as a buyout candidate company for big pharm. He does mention that Enanta is also very valuable; especially for Abbvie who has a strong relationship with this company already. As far as protease inhibitors are concerned maybe a new use for them will be developed for them. It is an unknown. But really a biochemist with experience and knowledge about this intricate compounds would be needed to really understand how valuable these compounds are. I think a big pharm company might take a chance on Achillion ; it is just a six sense. If I am wrong well sorry; but the price of the shares is low considering the possible increase in price that a buyout would bring. Maybe it is Enanta that will be the buyout candidate. But you got to do homework on these companies. I am going to do the homework.
    Jun 12 11:21 PM | 1 Like Like |Link to Comment
COMMENTS STATS
135 Comments
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