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dhdhoora

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  • Capital One down sharply after earnings [View news story]
    What is entirely missing from the commentary is COF's amazing efforts in digital banking. They are building the bank of the future, but analysts are looking at the bank of the past...

    ATVB,
    Don
    Oct 17 03:44 PM | Likes Like |Link to Comment
  • Seadrill: Has The Massacre Finally Ended? [View article]
    Na, the Saudis and the US are using oil price to bust Putin. Fracking is not a threat to Saudi oil -- lower prices are much more of a concern. Eventually, demand picks up and the world will still need all of the oil it can produce. The marginal new barrels have to come from fracking. The Kingdom is now suddenly willing to accept $80 oil even though they need prices around $100 to satisfy the needs of their people. Look for a lot of US aid to mysteriously flow to Saudi -- until Putin says 'uncle'...

    ATVB,
    Don
    Oct 14 03:01 PM | 11 Likes Like |Link to Comment
  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    Cramer was yapping this morning that JNJ said they were going to engage in a 'price war' with Gilead. Complete nonsense... but both $JNJ and $GILD were immediately trashed. No rational investing going on the market -- everything is reaction to 'news' or pure, blatant manipulation.

    ATVB,
    Don
    Oct 14 12:56 PM | 4 Likes Like |Link to Comment
  • Why Did Baupost Double Its Stake In Keryx Biopharmaceuticals? [View article]
    Matt -- great high level piece on $KERX! IMHO, the market has currently miss-priced $KERX. That said, I suggest that you're conclusion on LC hurting Feric Citrate might be skewed too far away from FC in pre-dialysis CKD patients. (Your link for the study you mentioned is behind a site requiring authentication -- so I could not take a look at that). Importantly, however, you did not mention if LC has any impact on iron anemia -- which I understand a lot of pre CKD patients have. Also, even if LC is dramatically better than FC for this cohort, I'm very skeptical that the market will bifurcate an all or nothing decision on the two treatments. Also, FC has already been approved for use in pre-CKD in Japan. So, not sure so much 'bad news' for $KERX.

    ATVB,
    Don
    Oct 13 10:52 AM | Likes Like |Link to Comment
  • Update: Antares Pharma Looks To Improve Intellectual Property [View article]
    Mark -- thanks for the info...
    You stated "A newly published patent document submitted to the World Intellectual Property Organization (WIPO) indicates that Antares appears to have been preparing for competition from Medac as far back as March 12, 2012". My question is why did the company appear to be so blindsided by Medac and why oh why did they pursue the 'go it alone' strategy if they knew they were going to come under heavy pressure from an outfit that is way bigger and stronger than they are? Did they suffer from wishful thinking? Yes, I know they wanted to transform themselves from a small 'needle company' to a big boy pharma company by mating their injectors to a certain kinds of standard drugs -- therein improving the effectiveness of the therapy. But gold(en) rules...

    ATVB,
    Don
    Oct 12 05:38 PM | 3 Likes Like |Link to Comment
  • Prospect Capital: Good Times For Yield Hunters? [View article]
    tampat

    "In Dec, 2011 it was under $7.00"...

    Sir, I'm afraid I don't see that number in Dec 2011 in either Morningstar or Yahoo Finance. It does touch under $8 at the bottom of the 2008 market debacle.

    ATVB,
    Don
    Oct 12 04:40 PM | 1 Like Like |Link to Comment
  • Inovio Pharmaceuticals, Ebola, And The Power Of DNA-Based Vaccines [View article]
    Uh, asking the government to be accountable is somewhat of an oxymoron, IMHO. Uh, a single cruse missile blowing up some backwater building in Syria costs well over $1M in itself -- not to mention everything around the launch -- ship, crews, etc.

    ATVB,
    Don
    Oct 11 11:51 AM | Likes Like |Link to Comment
  • Inovio Pharmaceuticals, Ebola, And The Power Of DNA-Based Vaccines [View article]
    Tekmira's (a Canadian outfit) Ebola program has been funded with a cool $140M from the US DOD... Hmmm...

    ATVB,
    Don
    Oct 11 11:46 AM | Likes Like |Link to Comment
  • Sanchez Energy: Company's Prospects In The Face Of Lower Oil Prices [View article]
    meridian6... Thanks for your comments on this thread. The author clearly does not 'get it' with respect to small E&P companies. Sadly, the market does not get it either...

    ATVB,
    Don
    Oct 10 03:36 PM | 1 Like Like |Link to Comment
  • Sanchez Energy: Company's Prospects In The Face Of Lower Oil Prices [View article]
    Precisely. It is way too negative and simplistic to model revenue against CAPEX and op costs at this stage of the game. All the the small E&P companies are betting that somewhere down the road, accumulated production and revenues will overtake cash flow including CAPEX and debt service. With the extremely low cost of capital over the past few years, they would have been crazy not to build for the future. Unless you believe that oil will go and remain under $75/bbl for the forseable future, companies like SN have nothing to worry about. Also, companies have a fair chunk of production hedged -- so the price per bbl argument in the short run is silly. Mr. Market is simply too lazy to figure this out and it's easy money on the short side as long as sentiment overtakes fundamental analysis.

    ATVB,
    Don
    Oct 9 10:43 PM | Likes Like |Link to Comment
  • Oil & Gas Stocks: How Far Are We In This Correction? [View article]
    Richard -- great piece as usual! However, since it looks like a lot of 'rookies' are looking at the piece, it might be worthwhile to introduce the fact that many smaller E&P outfits have significant hedges against price swings -- at least in the 6 month time frame. So, while they will be hurt somewhat by short term drop in WTI, their pain will be muted by the hedges. Alas, Mr. Market has not figured this out or simply wants to pile in on the down trend -- taking it out of the hide of scared longs...

    ATVB,
    Don
    Oct 9 09:48 AM | 5 Likes Like |Link to Comment
  • InvenSense And The iPhone Tear-Downs [View article]
    Thank you Esekla -- the 10% haircut has to be more that a 'sell on the news' event -- even in a down market. The sheep have once again been led to the slaughter house baahing all the way...

    All the very best,
    Don
    Sep 22 06:19 PM | 1 Like Like |Link to Comment
  • Keryx down again today [View news story]
    Doug -- you could make a case that there seems to be some kind of conspiracy against $KERX. One group led by Thestreet.com blasts them again and again with FBR in tow, while Roth Capital raises price target to $32. Interesting that the Roth note is not picked up on Yahoo Finance -- while all the negatives are. Hmmm...
    Obviously, somebody is wrong or is some group is wrongly making wrong...

    ATVB,
    Don
    Sep 8 02:16 PM | 1 Like Like |Link to Comment
  • Nanosphere to assess strategic alternatives [View news story]
    And now, the end is near.... Nearly $500MM in shareholder equity going, going, ....
    gone.

    Sad, this used to be one of my favorites...

    ATVB,
    Don
    Sep 4 05:14 PM | Likes Like |Link to Comment
  • Excerpts From My Interview With The President Of PSEC [View article]
    Scott -- you obviously do not understand the business of PSEC. You should have done yourself and the readers a favor by declining the interview.

    That said, it would be helpful for us to understand how you actually were chosen for the interview.

    Thanks and all the very best,
    Don
    Sep 2 03:50 PM | 3 Likes Like |Link to Comment
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