IancoleTX

CardioNet Takes a Beating, But Keeps on Ticking

CardioNet beats earnings, .11 actual vs .05 expected

Cardionet: Best Entry Point in Months

Ouch

CardioNet Takes a Beating, But Keeps on Ticking

Hi Mike,

Nice find. Was wondering how great a possibility of further reimbursement cuts you feel there is, and whether the management would have any means of preventing them. Obviously you feel that valuation of the stock and buyout potential outweigh the chances, but just wanted to get your opinion.
Keep em coming man.

Thanks
Ian

Access Pharma's MuGard Poised for Blockbuster Sales

Damn wish I would have pulled the trigger on ACCP a couple days back. I waffled on it, then checked the price this morning.. sheesh.

Earnings: More 'Black Shoots'

That was damn near a haiku

BioDelivery Sciences: Confident That We Have a Winner

Though I have cleared my position in BDSI (about a dollar ago, thankfully), I am confident that it is a good medium-term investment. They have a tangible product now, and cash to fund operations for quite some time. Stock should not be anywhere as low as it is (pre-approval prices, wtf?) The delay in approval, and the mishandling of the press release has created a weird dynamic in the stock price short-term. Not sure I would jump in just yet, but anywhere much lower would be too good to pass up for a buy-and-hold investment strategy.

FDA Calendar Updates: Spectrum, Labopharm, Human Genome Sciences, Orexigen, Trinity

Would you believe that I cleared my position in HGSI early last week? Was hesitant to risk on the results of the trial and needed to free up some funds.. Oops. Hopefully accumulating SPPI on dips will help make a little bit of that up, approval seems like a solid bet. As always, thanks for the insight Mike.

Congratulations BioDelivery Sciences Longs!

Also might I add that CDC/Elliot look like F'ing geniuses now.

Congratulations BioDelivery Sciences Longs!

Agreed fully with bio365. If the announcement was made at 8:01 PM last night, we would have been looking at an $8 or $9 stock this morning. That was alot of waiting for a tiny bump, and I think alot of us didn't sell at peak prices because we were expecting so much more. I had an average share price of just under 6 and liquidated at 6.5, so I'm not complaining about an aggregate 10% return in a month.. but I can't help but feel shorted after waiting so long.

That being said, I think that VFC is right and BDSI is still a great long opportunity. They have their revenue stream now (plus milestone for stability) and a solid pipeline, and I think a buy-and-hold strategy could yield a pretty good return in the medium term. I would still give it a little while for things to cool off before jumping back in though. Good luck out there all.

Biodelivery Sciences, Antigenics: Biotech Stocks That Require Patience

Correction: 1.325M insider shares sold, not 1.25M. My mistake.

Biodelivery Sciences, Antigenics: Biotech Stocks That Require Patience

I think your readers should consider the following:

-There is only one "insider" entity selling shares, CDC/Mark Elliott, who has been in BDSI for a long time and is cashing out with a massive profit, even as shares have cooled off since the FDA's response.

-Total insider holdings are almost 7M shares, and less than 1.25M shares have been cashed out (for a huge gain) before their upcoming event. If insiders were truly concerned, we would be seeing some serious unloading.

-The highest daily close for BDSI was 6.94, not "nearly $8". It has cooled to roughly 5.70 at the time of this writing, as speculators grow impatient.

I would expect that we will receive news one way or another at some point this week. Seeing as that all aspects of the review have been agreed upon except the risk mitigation strategy, which for a new type of drug will take a little while to finalize (read: the current short delay in approval), I would think that odds are looking pretty good. I am long BDSI at roughly 6 bucks and am continuing to hold. 5.70 is a great price for a solid spec play that will probably near-double the price of the stock. Just my .02, keep on writing.

Thanks
IC

How Majesco Helped Me Win with Insmed: Lessons in Speculative Investing

Great article.

Extreme FDA Calendar Trades: 18 Stocks Under $5

Going long hgsi up to the 20th, possibly longer term. Promising data + big pharm partnership looks like a good deal

The $99 iPhone Is James Bond, The Others Are Joe Schmoe

Pretty damn good article. I love PALM short at $16, might be time to go ahead and pull the trigger and let it sit for a few months.

Home Prices in 2014? Early MacroShares Trading Says Dead Flat from Here

1. There is no way housing prices will be doing anything but dropping in the short term. Look at the chart.

2. I would expect volatility to be falling from here on out (i.e. decrease at a decreasing rate), which means we will probably see eventual decline in the value of these 3x ETFs. I am not 100% confident of this assumption, but it has been the case with similar securities.

If I were going to get involved with these funds (which I am not), I would be shorting UMM for a reasonably safe long-term investment with a good rate of return. Just my .02, good luck all.