Furd Turgeson

Stage Set for Acorda Bounce?

This company has Fampridine > and that's it. It fails, ACOR falls hard. It's fair to say without question that there are plenty of "questions" about this product to say the least. Why gamble on this when there are some real bargains on companies with FDA approval already in the bag? Makes zero sense.

Does Biogen Idec have a Buyout Offer on the Table?

The only company now with any reason whatsoever to buy Biogen is JNJ. I bet they don't any time soon.

Celgene: Solid Balance Sheet and Promising Pipeline

This is about the worst analysis and conclusion I have ever witnessed. Celgene is a screaming buy at anything under 50.

Alimta: The 'Winner' of ASCO 2009

Allos has pralatrexate, which in my opinion will be the biggest winner of them all. I predict a celgene like performance from Allos over the next 5 years.

More on 'Big Pharma Maintains Illusion of Innovation' (Response to Ken Johnson)

"If the pharmaceutical industry is as caring as they profess to be, why do they institute price increases every year for drugs whose development and manufacturing infrastructure costs have been fully amortized years ago?"

To hire, make payroll, and offer benefits to employees, market the products they took through development which costs into the hundreds of millions (why is this such an issue for some of you? companies can't promote products they develop? Is this russia, chump?), combat inflation and the loss of value of money over time (duh), research and develop new products, and run clinical trials of available drugs on the market and those in the clinic trying to make it to the market. Do you think there is a lipitor tree out there that produces pills from hydrogen and oxygen?

Big Pharma Maintains Illusion of Innovation

This isn't communist russia is it? What the hell do you care how much big pharma spends on marketing? They develop the products pal, and if you don't like em, don't take the meds. Simple. Now go cry some more in your sandbox you pinko baby. WAAAA!

Why I Doubt the FDA Will Approve Acorda's Fampridine

I concur completely. This is a great short. Nice analysis, well done.

Amylin's Pullback Is Unjustified

"According to President and Chief Executive Officer Daniel M. Bradbury and his management team, exenatide once weekly is on track for a planned launch in 2010"

The absolute last person anyone should be quoting is Dan Bradbury. I agree with the above poster. Amylin is the worst run company probably on the Nasdaq. The board and management both need to go, particularly the greedy, incompetent, arrogant, and pathetic Chairman of the Board. Regardless of the potential of the product, if you don't have a capable captain and crew steering the ship you will go no place fast. That has been clear the past two years.

Osiris Hits a Speedbump in Crohn's Program

I hate to be captain obvious but it looks like the drug simply doesn't work. The management of this company spins data like a record.

Buying opportunity ? You have got to be kidding. Got a better chance of making money in vegas at the slot machines.

2 Potential Pharma M&A Targets: Cephalon and Genzyme

Genzyme is ripe for the taking, but I highly doubt that they would go willingly. It would take a massive premium, or a massive fight to get Genzyme taken over.

Biotech M&A Action: We've Only Just Begun

Scratch that first sentence. BIIB and GENZ have combined about a 30 billion market cap. Tack on about a 40% premium (which is the absolute minimum either one company would take, and I highly doubt they would take anywhere near that without a REAL big fight) and you get 42 billion. MORE than what Merck paid for Schering, and you still only get 1/2 the revenue.

Biotech M&A Action: We've Only Just Begun

Merck could buy Biogen and Genzyme for less than SGP, but they would get less than half the revenue and a whole lot of headaches trying to figure out what to do with two biotech companies with completely different business focus and business models. Why buy big Biotech when you can get pretty big pharma with a lot more revenue and diversification on the cheap.

The small, cash starved biotechs are going to go way before AMGN, CELG, BIIB, GENZ, or GILD. The big guys are in a much more powerful negotiating position, and they don't need big pharma - that's for sure.

Big Mergers Could Mean Sweet Gains for Biotech

Wdhalgren, you are right on the money with your analysis. Great retort.

Celgene Corporation: Take the Money and Run

Not even Obama can stop the best biotech in the business, Celgene.

Carl Icahn Portfolio Update: Q4 2008

When times are great, Icahn will thrive because even the terribly run companies go up in value and breed M&A activity. Obviously, when the economy sours, Icahn gets pummeled because most of his investments are in poor companies with dying business models and lack of innovation. Icahn's portfolio is way too concentrated, in bad companies. If the recession continues or gets worse, he is in big trouble.