Seeking Alpha

biochemist

biochemist
Send Message
View as an RSS Feed
View biochemist's Comments BY TICKER:
Latest  |  Highest rated
  • Merck's HCV combo shows 99% cure rate in HCV-1 patients with advanced kidney disease [View news story]
    It's about the ability to treat patients with severe renal impairment or end stage renal disease. Sofosbuvir has not yet been shown to be safe and effective in those patient populations.
    Apr 24, 2015. 04:53 PM | 1 Like Like |Link to Comment
  • Bristol-Myers may be mulling bid for Celgene [View news story]
    This would make a lot of sense for BMY for a few reasons. They have basically gone "all-in" on immuno-oncology and oncology in general. While Opdivo is starting to gain approvals, Yervoy revenue will begin to plummet as anti-PD1 therapies become first line melanoma treatments. CELG's product line is very complimentary to BMY's. Lastly, I think BMY may be concerned about being taken over itself in order to gain Opdivo.
    Apr 24, 2015. 04:45 PM | Likes Like |Link to Comment
  • AT&T's Short Interest And Why I Decided To Add To My Position [View article]
    Seeking Dividends - Like you, I recently added to my T position at $32.50. Based on my own DD you and I both came to the same conclusion. I also found Chuck Carnevale's comparison of T and VZ very compelling:

    http://seekingalpha.co...
    Apr 24, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • Potential For Price Appreciation Key Feature As Invesco Continues To Impress [View article]
    I will continue to hold IVR at my cost basis of $16.80. I expect that when the Fed announces the inevitable raise in interest rates the entire REIT sector will undergo a large sell-off and IVR will dip under $15. I would consider adding to my position when that happens.
    Apr 23, 2015. 09:19 PM | Likes Like |Link to Comment
  • Merck's HCV combo shows 99% cure rate in HCV-1 patients with advanced kidney disease [View news story]
    Agree DoctoRx - Great news for patients and helps treat those patients with renal impairment, a group with high burden of disease and unmet medical need.
    Apr 23, 2015. 09:00 PM | 1 Like Like |Link to Comment
  • A Closer Look At Energy Transfer Partners' Distributable Cash Flow As Of 4Q 2014 [View article]
    Ron - thank you the excellent analysis once again. I agree on your thoughts about the value of ETE/ETP. I have been debating entering ETE or adding to my ETP position.
    Apr 22, 2015. 08:50 PM | Likes Like |Link to Comment
  • Gilead: Perfect Prescription For The Long-Term Value Investor [View article]
    AgreeAgree
    Apr 21, 2015. 09:00 PM | Likes Like |Link to Comment
  • Prospect Capital Corp.'s Dividend And NAV Sustainability Analysis (Post Fiscal Q2 2015 Earnings) - Part 2 [View article]
    Scott - thank you for another extensive and cogent analysis and for your responses to the many comments. Based on your analysis and my own DD I will continue to hold as a 2.9% position in my brokerage account.
    Apr 21, 2015. 08:55 PM | 2 Likes Like |Link to Comment
  • Prospect Capital Corp.'s Dividend And NAV Sustainability Analysis (Post Fiscal Q2 2015 Earnings) - Part 1 [View article]
    Thanks Scott - You really should be charging for this depth of analysis. Thanks also to all of the commenters - lots of good questions and insights added.

    I remain long PSEC at a cost basis of $10.70.
    Apr 21, 2015. 08:48 PM | 2 Likes Like |Link to Comment
  • Endocyte: The Small Cap Gem Of The Week [View article]
    Failed study, as noted by cmsdms1980.
    Apr 20, 2015. 05:33 AM | 1 Like Like |Link to Comment
  • Bristol Myers Squibb's Strategic Acquisitions & Agreements: Long Term Growth In Sight? [View article]
    I am long BMY. I view the stock as quite over-valued at this point, with a PE over 54. I am also concerned with the over-reliance on oncology and immuno-oncology in particular to drive revenues and growth. Both Vervoy and Opdivo came from the Medarex acquisition, and I hope that BMY research management kept those folks on the payroll.

    In response to Jimghad, I think that all of the Opdivo upside is priced into the stock at this point. The main prize is lung cancer, which we already know Opdivo has excellent data for and with an early stop to Checkmate-057 just announced. The other future indications that you note (HL, RCC, GC, NHL) are smaller indications with some (like GC) being a much bigger issue in the emerging markets than in the US/EU.
    Apr 18, 2015. 04:28 PM | Likes Like |Link to Comment
  • Why It's Hard To Be Optimistic About Chevron [View article]
    Agree on the Gorgon project Christine
    Apr 18, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Why It's Hard To Be Optimistic About Chevron [View article]
    Actually, I think that fresh potable water is the world's most important commodity, but oil is an important commodity as well.
    Apr 18, 2015. 04:10 PM | 1 Like Like |Link to Comment
  • Take Profits In Target [View article]
    DC and mbn - I did the same and went in at $58.10.
    Apr 18, 2015. 04:02 PM | Likes Like |Link to Comment
  • Take Profits In Target [View article]
    Agree rosenose - I will continue to hold
    Apr 18, 2015. 03:59 PM | Likes Like |Link to Comment
COMMENTS STATS
549 Comments
307 Likes