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  • Digesting Prospect Capital's Double Down December  [View article]
    My favorite (non biotech) stock for 2016. Solid floor under $PSEC with huge insider buying.
    Dec 29, 2015. 04:02 PM | 5 Likes Like |Link to Comment
  • After Multiple Updates, Alnylam Hasn't Cleared Up Much  [View article]
    Can you tell us how you come up with your 116 valuation for the 2 TTR-amyloidosis drugs. What revenue multiple are you using? It would seem to me that you're not taking any significant competition from Ionis into account. That would be akin to ignoring the elephant in the room.
    Dec 22, 2015. 06:21 PM | 4 Likes Like |Link to Comment
  • Prospect Capital: What More Will It Take?  [View article]
    Got a partial fill at 7.22. Try again tomorrow.
    Nov 12, 2015. 06:36 PM | Likes Like |Link to Comment
  • Prospect Capital: What More Will It Take?  [View article]
    You not losing money if you buy here imo. All depends on your average buy in prices - dividends collected.
    Nov 12, 2015. 03:21 PM | 4 Likes Like |Link to Comment
  • Isis Pharmaceuticals Moves Closer To A Durable Success  [View article]
    It would have to be an out of this world price. When I was at the ISIS R&D day in May of 2014 and the stock had fallen from 62 to 23, when prompted by an analyst about what it would take to sell the company, Stan (ISIS CEO) sort of joked about a takeover price of 2,000. And I say "sort of" because no one knows the platform value better than him and his tone was half serious and just a little bit angry. Fast forward to today, he has more reason to believe that one day it could get there and my guess is in the next 15, 20 years. I believe ISIS will one day be the most valuable pharmaceutical company in the world.
    Nov 12, 2015. 09:07 AM | 4 Likes Like |Link to Comment
  • Isis Pharmaceuticals Moves Closer To A Durable Success  [View article]
    Very well written DoctoRX. Appreciate your effort and accuracy.
    As to the numbers of patients that have TTR , it is approx 250,000 which can be found on the slides from the CC on Monday. ISIS TTR-rx treats all of them including the 200,000 that have the "wild type" aka SSA. This type will be included in the just announced GSK 500 patient Phase 3 trial. The ALNY Phase 3 does not include this "wild type". ISIS/GSK will be using the same drug for the different types of Amyloidosis. One size fits all.
    http://bit.ly/1lkXnYI
    Nov 11, 2015. 09:54 PM | 3 Likes Like |Link to Comment
  • Oil industry must act on climate change, Total CEO says  [View news story]
    Here is what we do know all you people who said climate change is not real and then backtrack into climate change was not caused by man were so wrong it is laughable. I want to ask you is the sun hot is the moon revolve around the earth and do you believe in evolution?
    Oct 7, 2015. 04:47 PM | Likes Like |Link to Comment
  • Isis Pharmaceuticals: Another Regeneron (Or Even Better) In The Making?  [View article]
    Thank you Dr. Jetmanbash for making me lots of extra money with your detailed analysis through all these years. And answering questions regarding my own personal health!
    Jun 14, 2015. 02:18 PM | 1 Like Like |Link to Comment
  • Isis Pharmaceuticals: Another Regeneron (Or Even Better) In The Making?  [View article]
    This is why biotech is not for everyone. You have to be forward looking. The absurdity is when you don't discount forward growth into today's price. Today's price is very conservative based on the many,many billions in revenues per year that $ISIS will almost certainly have.
    You don't measure biotech with a Value Line or Morningstar type mentality. You use them for Verizon and General Motors.
    I heard the same silliness when it doubled to high teens.
    Jun 14, 2015. 02:10 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan Is Getting Hit By The Bears Again  [View article]
    Also not good to sell your investments (especially conservative income producing stalwarts ) based on an opinion on $KMI in a newspaper. My favorite biotech $ISIS has doubled since a Piper Jaffray analyst's negative take in @Barrons a year ago. He has since been demoted,
    Jun 14, 2015. 10:33 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Is Getting Hit By The Bears Again  [View article]
    Have you seen the performance of electric utilities. This is part of a macro move. $KMI They are a better buy now too. It's about being factored into the price.
    Jun 14, 2015. 10:22 AM | Likes Like |Link to Comment
  • Kinder Morgan Is Getting Hit By The Bears Again  [View article]
    It's all about sensationalism and attracting eyeballs, not fair and balanced. Like Murdoch's NY Post.
    Jun 14, 2015. 10:16 AM | Likes Like |Link to Comment
  • There Is Still Too Much Uncertainty Surrounding Aegerion Pharmaceuticals  [View article]
    The big elephant in the room is almost a 50% dropout rate. Sales growth was basically flat when the price increase of 30k is taken into account. Something unseemly about ratcheting up the already very expensive drug to counter the very high dropout rate. Results from a large ISIS/Genzyme (Sanofi) outcome trial is due out around mid year. Positive results will add another headwind for AEGR.
    May 7, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Aegerion Pharmaceuticals beats by $0.32, beats on revenue  [View news story]
    Lost .55 per share,consensus was .28. Need to retract.
    May 4, 2015. 11:02 PM | Likes Like |Link to Comment
  • Alnylam Strengthens Its Clinical Case Once Again  [View article]
    It s hard to explain why the analysts have glossed over something so important. Maybe it's a stone they prefer not to turn over as it would conflict with their long time bullish thesis. I believe most analysts that cover ALNY derive the bulk of ALNY"s valuation from Patisiran, so that's reflected in the stock price already just as the author alludes. Therefore if Patisiran is not that successful and it needs to be very successful, ALNY is overvalued and significantly, at least until much more value can be accorded to the rest of the pipeline, that will take a long time and is far from a sure thing.
    Apr 23, 2015. 11:48 PM | 2 Likes Like |Link to Comment
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