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smackinnon

smackinnon
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  • Verastem: Cancer May Have Met Its Match [View article]
    I, too, took note of the drop in VSTM this week. All on relatively low volume trading. It didn't look like the mass exodus scene that you sometimes see when a biotech stock declines 20%. Having said this, I added to my position and intend to do so further this week. I am not aware of the data coming out in trials but if it was not favorable, I would have expected a higher volume exodus, if in fact the data is available. I base my decisions on the belief that between the science involved and the leadership at the company, hopefully these will combine for good things to come.
    Apr 27 09:31 AM | Likes Like |Link to Comment
  • Verastem: Cancer May Have Met Its Match [View article]
    Definitely a spec play. I like the hypothesis involved and the overall approach. "Curing" cancer is a lofty concept but "managing" it is more realistic and I like the approach put forth here. Great insider team, too, I've heard some of these individuals speak at meetings and I must say, investing a small amount is worth the risk, especially at the current stock price.
    Apr 20 10:29 PM | Likes Like |Link to Comment
  • Verastem's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Thanks for the conference call Christoph and Brian; I have a lot of optimism for the future of this company, especially in regards to focal adhesion kinase inhibition. This will undoubtedly have applications for a wide spectrum of malignancies and I am excited to see future trial results. I hope to see you in New York this spring, Christoph and Brian, I'm still checking my schedule.

    Scott MacKinnon, M.D.
    Mar 6 02:41 PM | Likes Like |Link to Comment
  • Mentioned during Facebook's Q2 call (transcript): Global ad impressions +18% Y/Y, but U.S. impressions -2% due to shift to mobile viewing (will this happen elsewhere in time?). But U.S. ad rates rose 20%, global rates 9%. Sponsored Stories on $1M/day run rate (half from mobile). Good early results for ad bidding system. Opex growth will continue outpacing revenue growth. Zuckerberg claims a "whole phone" wouldn't make sense (how about a phone with HTC's help?).  No guidance. FB -10.9% AH. (more)  [View news story]
    Uh oh, here comes another zynga deal. FB trading at 6.50 by christmas
    Jul 26 08:32 PM | Likes Like |Link to Comment
  • Henry Blodget sets a target range of $16-$24 for Facebook (FB -11%), based on a valuation of 20x-30x a 2013 EPS estimate of $0.80. Blodget's retort to those bullish due to Facebook's growth potential: Facebook has already been working on monetization for years; Mark Zuckerberg cares more about Facebook's "social mission" than its business; and the company's next billion users, weighted towards emerging markets, will be much less valuable than its first billion. (previous)  [View news story]
    I get a kick out of all the experts who are all getting a word in edgewise about facebook "flop", "targets of 16" and such. Where were these expert opinions 9 days ago? Isn't hindsight always 20/20? Of course, if facebook does come out of this in high fashion, I'm sure all these guys will be saying "i told you so"!
    May 29 09:23 PM | Likes Like |Link to Comment
  • Sefe Inc.'s Hot Air Balloon About To Burst [View article]
    Well-written article and I am glad I read it. I am 49 years old, have earned significant money in the services industry and have been an "ok" stock investor. I admittedly have fallen victim to pump and dumps, quite a few, actually. I usually buy after an upbeat article, such as the grass roots one. I, at the end of the grassroots article did find myself in a mixed reaction: Extremely optimistic reporting in a field(alt energy) that may hold promise; versus this profound, dogmatic use of words and phrases like "pushing the boundaries" and so on. Now to find out that they were paid 15 g's to write that article. I don't remember, did the author provide disclosures on his holdings of that stock? It's sad, really. There exists the potential to really strike it big with some small issues but you really have to do your homework. I think for starters, a company must have a product or a renderable service. Without it, they're just that: pump and dump.
    May 9 08:45 AM | Likes Like |Link to Comment
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