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  • Update: Theravance Reports Increased Patient Access And High Confidence In Dividend [View article]
    THRX at these levels offers compelling value!
    Aug 7 09:12 AM | 1 Like Like |Link to Comment
  • CHMP recommends label expansion for Eylea [View news story]
    The DME indication is very significant as it is the leading cause of blindness.
    Jun 27 09:06 AM | 2 Likes Like |Link to Comment
  • Bio-Rad Laboratories Management Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    10-K filed today! No surprises, stock ready to rally past its old high of $134.13.
    Mar 18 08:20 PM | Likes Like |Link to Comment
  • Chelsea Therapeutics: My Valentine's Day Dream Date? [View article]
    The options market is pricing in a move to the $9 level. Chelsea Therapeutics overall option implied volatility of 234 is above its 26-week average of 150 according to Track Data, suggesting large price movement.
    Feb 9 09:36 PM | 1 Like Like |Link to Comment
  • Why I Am Long Chelsea Therapeutics [View instapost]
    Raptor Pharmaceuticals jumped from $4 and change to about $15 after Procybsi was approved as an orphan drug. Procybsi is expected to generate peak sales of $100 million, but RPTP trades at a market valuation that is almost 10 times sales. CHTP's orphan drug Northera's peak sales estimated to be $375 million and it sells for less than 1 times sales!!.
    All this uncertainity surrounding the PDUFA has created a compelling buying opportunity, the stock has the potential to triple or more!
    Feb 4 05:37 AM | 2 Likes Like |Link to Comment
  • Three Healthcare Stocks To Watch In March [View instapost]
    Merrill, which has a Buy on the stock sees significant upside in AUXL's stock price, "we believe that Dupuytren's and
    Peyronie's represent large market opportunities with
    limited competition. We also like that Xiaflex is a
    biologic, which will reduce generic risk exposure
    and improve long-term revenue and earnings
    visibility. We note the potential for value-added
    business development activity". UBS is even more bullish on AUXL, they see significant appreciation in share price and have a price target of $52!
    Mar 6 08:57 AM | Likes Like |Link to Comment
  • Theravance's Drug Breo Likely To Receive FDA Approval [View article]
    Nice article! You had mentioned a 23% short interest in the stock, but according to shortsqueeze.com the ratio is 18.47. In either case, that should add fuel to a fiery rally in the stock price the next few days! Merrill, in a recent research note projects $2bn in US Breo sales by 2015.
    Mar 4 10:30 PM | Likes Like |Link to Comment
  • Theravance's Drug Breo Likely To Receive FDA Approval [View article]
    Nice article. Merrill projects $2 billion in U.S Breo sales by 2015, a potential blockbuster! According to Nasdaq.com, as of 2/15/13 the short interest was 9,835,557 versus 7,929,497 on 1/15/13. Shortsqueeze.com has THRX's short interest ratio at 18.47%, your article has it at 23%. In either case, this has the potential to spark an explosive rally the next few days.
    Mar 4 10:27 PM | Likes Like |Link to Comment
  • Bio-Rad Laboratories (BIO): Q2 EPS of $1.69 may not be comparable to consensus of $1.19. Revenue of $510.4M (-2.2% Y/Y) misses by $16M. (PR[View news story]
    Currency-neutral sales grew 3% Y over Y coupled with the whopping earnings beat!
    Aug 8 02:41 AM | Likes Like |Link to Comment
  • Human Genome Sciences: Analyzing The Road Ahead Now That It Is In Play [View article]
    The previous commentator is wrong, HGSI's share of royalties is much more substantial. Here is a recent research note from an investment firm:

    There are three key assets which are also interesting to GSK within a potential
    deal: 1) Albiglutide (GLP-1 analogue, diabetes) in Phase III, due to file early
    FY13, on which GSK will pay single digit royalties. We continue to believe the
    market is overly cautious on commercial potential following inferiority vs Novo’s
    Victoza; 2) Darapladib (Lp-PLA2 inhibitor, atherosclerosis) with Phase III data due
    FY13, on which GSK pays 10% royalty with HGSI having a 20% US/EU copromote
    option in addition. We estimate $3bn in peak sales potential though view
    the project as high risk (10% probability to market); 3) Rilapladib (Lp-PLA2
    inhibitor, Alzheimer’s) with PII data due late 12, on which GSK pays 10% royalty
    with HGSI having a 20% US/EU co-promote option in addition. This project is
    currently excluded from forecasts, however, could offer substantial peak sales.
    Apr 20 08:18 AM | Likes Like |Link to Comment
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