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biochemist

biochemist
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  • 3 Big Issues Facing Kinder Morgan [View article]
    Chancer - their goal is to slow or stop the flow and usage of fossil fuels because of the damage that the extraction, transportation, and burning of fossil fuels causes to the environment. It's pretty simple to understand their position.
    Dec 28, 2014. 09:47 AM | 1 Like Like |Link to Comment
  • Merck's Diabetes Pipeline Candidates Are Sure Bets; Only A Matter Of When [View article]
    Actually Steve, I think the MRK and PFE are equally attractive/unattractive, depending on your goals. In my estimation MRK is fully valued, perhaps over-valued. I think that PFE is fully valued as well. Both pay an attractive dividend.

    Long MRK
    Dec 27, 2014. 05:57 PM | 1 Like Like |Link to Comment
  • Merck's Diabetes Pipeline Candidates Are Sure Bets; Only A Matter Of When [View article]
    I agree with all of SPA's points - MRK dropped the ball on SGLT2s and are way behind in the space, so far behind that they had to partner with PFE. Omarigliptin will cannibalize sitagliptin primarily in an increasingly crowded DPPIV space.
    Dec 27, 2014. 05:53 PM | 1 Like Like |Link to Comment
  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    While I recently bought BP at under $40 I agree that it bears a close watch. The management of this company has the worst recent safety and environmental track record of the oil majors. That being said, I have confidence in Bob Dudley to remedy the broken parts of BP.

    I previously held BP for years and sold it after the Macondo spill in 2010, taking a ~33% capital loss.
    Dec 25, 2014. 04:37 PM | Likes Like |Link to Comment
  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    Excellent point theregans - I bought APPL when it went under $400 due purely (in my mind) to investor/trader psychology rather than due to the fundamentals.
    Dec 25, 2014. 04:30 PM | Likes Like |Link to Comment
  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    I got back into BP at $39.50, looking for under $40.
    Dec 25, 2014. 04:27 PM | Likes Like |Link to Comment
  • Merck's 3.2% Yield Is The Only Reason To Own The Stock [View article]
    The commenters have got it right again and Jimghad makes the salient points - for MRK it is all about the pipeline, including the recent acquisitions of Idenix, Cubist, and Oncoethix. Keytruda is the main potential revenue driver for MRK at this point with multiple clinical trials underway and announced collaborations on combination therapies.
    Dec 21, 2014. 02:34 PM | 1 Like Like |Link to Comment
  • Update: News On Gilead From The California Technology Assessment Forum [View article]
    Leonard - Thank you for this very useful report. I imagine that the vast majority of investors are not aware of the issues of pricing and reimbursement for pharmaceuticals and that this issue will eventually become as important in the US as it is in other developed countries where economic value of a new treatment is a key determinant of reimbursement (e.g., Germany, UK, France, Italy, Spain, Canada, Australia).
    Dec 19, 2014. 06:15 PM | Likes Like |Link to Comment
  • Update: News On Gilead From The California Technology Assessment Forum [View article]
    We know that all types of patients have serious compliance/adherence issues. In the real world ~50% of patients on daily treatment regimens of various types are not compliant/adherent.
    Dec 19, 2014. 06:07 PM | 3 Likes Like |Link to Comment
  • Institutional Ownership Changes For BDCs [View article]
    Thanks BDC Buzz - very useful information
    Dec 19, 2014. 09:34 AM | Likes Like |Link to Comment
  • Energy Transfer Investor Day: What You Need To Know [View article]
    Thanks Ray - I agree
    Dec 19, 2014. 08:33 AM | 1 Like Like |Link to Comment
  • Energy Transfer Investor Day: What You Need To Know [View article]
    Ray - thank you for an excellent article and an excellent analysis. I agree that Energy Transfer management has done a terrific job of rationalizing, streamlining, and simplifying the structure of the enterprise. I will take another look at establishing a position in ETE. I had been wary with the significant run up this year and my long position in ETP. I have liked SXL for quite some time.

    Long ETP, KMI (via conversion from KMP)
    Dec 18, 2014. 06:55 PM | Likes Like |Link to Comment
  • Update: Not So Happy Holidays For Invesco Shareholders As The Company Announces Dividend Cut [View article]
    I will continue to hold.
    Dec 18, 2014. 06:05 PM | Likes Like |Link to Comment
  • Prospect Capital Cuts Dividend, Now Yields 11% [View article]
    You called Akaralph - it was inevitable
    Dec 17, 2014. 07:22 AM | Likes Like |Link to Comment
  • Prospect Capital And Share Issuances Below NAV [View article]
    Correct - thank you for sharing your accumulated wisdom.
    Dec 17, 2014. 05:57 AM | Likes Like |Link to Comment
COMMENTS STATS
398 Comments
157 Likes