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  • PDL BioPharma Shares Look Ready To Tumble [View article]
    People like Shane Blackmon should be banned from SA, he says its a mistake, but how do you call this a mistake? (This article has been modified from its original content. The original article stated incorrectly that PDL's "Series 2012 Notes" would be convertible on October 31, 2012, and that PDL shareholders would be diluted by 21%. This is factually incorrect. The "Series 2012 Notes" are not currently convertible. Further, the notes "net share settle,": which means that upon conversion, the principal amount of the notes will be repaid in cash.) Did Shane mistakenly read something that did not exist and write about it?
    Nov 3 09:40 AM | 2 Likes Like |Link to Comment
  • PDL BioPharma Shares Look Ready To Tumble [View article]
    "Many investors and traders look for overvalued stocks and try to short them simply because they’re overvalued. This breaks one of the main rules of trading: you need a catalyst to cause a downturn in an overvalued stock to bring it closer to its true value." Was the catalyst you lying about the 10Q ?
    Nov 1 05:48 PM | Likes Like |Link to Comment
  • For Silver Bulls, Here's My 2 Cents (Plus 3 Cents) [View article]
    Here is a better trade, whenever Bernanke speaks be long silver and gold as he will defending and extending QE Forever for quite some time.

    Learned this from this guy @Goldbelowspot
    Oct 10 07:26 PM | 1 Like Like |Link to Comment
  • Sarepta Therapeutics: Positive, Yet Cautious [View article]
    Microkid there is some chatter from Adam Feurstein about Lazard raising cash rather than partnering. This will be good for a very long term investor bad for anyone not wanting to wait until 2015. I'm thinking 19 a share for the secondary, you?
    Oct 10 02:12 PM | Likes Like |Link to Comment
  • What Is Going On With Sarepta Therapeutics? [View article] I am long a small amount of Oct 30 puts for this reason only. Wonder what he will say on Sunday, I'm thinking "we are starting phase 3" The money in SRPT wont be made again til the Phase 3 results start coming in.
    Oct 9 06:44 PM | Likes Like |Link to Comment
  • Sarepta Therapeutics: Positive, Yet Cautious [View article] Its right here anyone that doesn't think a phase III will find out Sunday a phase III will be conducted. I hope they help more than 10 boys in this study.
    Oct 9 06:39 PM | Likes Like |Link to Comment
  • Will Silver And Silver Wheaton Resume Their Rally? [View article]
    Here's a new trend for Gold and Silver, whenever Bernanke speaks be long, for months and even years to come he will defend his actions to ease further and until the first time he states either an end date approaching, a slow down in easing, or raising rates, SLV and GLD will go up. follow this guy on twitter @goldbelowspot I learned it from him.
    Oct 9 03:25 PM | Likes Like |Link to Comment
  • Sarepta Therapeutics: Positive, Yet Cautious [View article]
    Everyone that is saying $300,000 through $400,000 should also be wondering how many DMD patients insurances companies will cover this when the cap is usually $1,000,000 and many DMD boys have already used up most their insurance. Look at the recent case of MDVN who is offering discounts to all patients. 80% of these boys will need deep discounts and will get them. I think people are forgetting a lot here. SRPT is a sell for until Phase III is started.
    Oct 8 02:29 PM | Likes Like |Link to Comment
  • Sarepta Therapeutics: Positive, Yet Cautious [View article]
    Brant 100% agreed. A lot of people bought in last week at 35+ thinking SRPT would be approved by the end of the year. The only reason SRPT went up after the open on the 3rd is there was a short selling ban. There will have to be a 48 week phase III before the possibility of early approval. As soon as they announce the start of the phase III more sellers will be brought to the market. These biotech's are 95% the same and should be looked at almost exclusively in supply and demand, with demand being pre-catalyst and supply being people selling post-catalyst I'm looking at low twenties to high teens being a possible in the very near future. An announcement of the start of phase III would create a large gap down.
    Oct 8 01:17 PM | Likes Like |Link to Comment
  • Sarepta Therapeutics: Positive, Yet Cautious [View article]
    The main two points that worried me is drug only targets 13% and of 12 patients two of them did not show positive results. If you add in that 2 were placebo only 8 out of 10 showed positive results with that small of a sample size, there is no way SRPT will get early approval. SRPT had the chance to put many more patients in as there should be about 1560 in DMD that could be treated in just the United States. You have to ask yourself why? It is because Eteplirsen will only work with boys that have not progressed as far within that 12% DMD population. Now we are looking at around 500-800 patients that could be treated. With $SRPT having to share a significant portion of their profits with the big pharma manufacturer, expenses, and completion for GSK I am not looking for greater profits than $100000 per patient on 250 patients by 2016 as not everyone will enroll the first year.
    Oct 8 12:48 PM | Likes Like |Link to Comment
  • Buy Sarepta Therapeutics: There Is Still Upside In The Stock [View article]
    ^100% agreed sell some 17 puts if you want to play this one. All the technical jargon doesn't matter much. To the author: Were you assuming in your calculations that SRPT would not have to share profits with the manufacturer or were you thinking they would manufacture on their own. follow me @goldbelowspot for supply and demand based trading.
    Oct 8 11:36 AM | Likes Like |Link to Comment
  • Take Advantage Of Facebook Lockup Expirations With Put Options [View article]
    I see a float of 1.14B and shares outstanding of 2.14B, meaning a total of 1B will be come available by the end of the year. I can now see where Mark Hulbert got his $13 price target from. There is nothing that I can see FB to rally off of as the majority of its growth was prior to the IPO. My trade will be Mar 13 ATM 22 put and sell OTM 18 puts against it monthly. If it goes up or down, readjust to be about 4 pts out. FB will be at $13 by the end of the year. Everyone was hoping for a GOOG. Its not going to go that way. The best you'll ever see is $25 short term and if you do load up on the puts. Forget the financials, think supply and demand. Think ZNGA.
    Aug 6 06:59 PM | Likes Like |Link to Comment
  • Spectrum Pharmaceuticals: Bears Beware, Fusilev Strength Points To Strong Second Quarter [View article]
    Have SPPI's earnings grown so much that they had to delay the results for a week to figure out how much money they made? The company is based in Henderson, NV (where I live) and they are doing some significant hiring locally. Lets hope the calls come in for a mega-blowout quarter.
    Jul 31 07:52 PM | Likes Like |Link to Comment
  • If AMR101 Is Approved, Sell Amarin [View article]
    Shorting at the open with call protection or buying a limit order ATM put at the open are both worthwhile strategies. Or you can wait until later on, it's up to you, it's your money. Remember The volatility of the option will be sucked out, with weeklies for ARMN now available the options should be cheap. If you see the put option open at $1 for example you can enter a limit order of $.8 and it should fill on a price spike, if not scale up. Doing half at one dollar and half at another dollar down or up is always be a good strategy.
    Jul 26 10:23 PM | Likes Like |Link to Comment
  • If AMR101 Is Approved, Sell Amarin [View article]
    With VVUS and ARNA the expectations of approval were not as high as they are with AMRN. Have you considered this in your price target?
    Jul 26 11:42 AM | Likes Like |Link to Comment