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Kevin Porter

Kevin Porter
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  • YTD 2014 Picks Recap [View instapost]
    Any decent ZTE deal or a GOOG en banc review acceptance would jump VRNG above $2 or maybe even $3.

    I am not selling the last 25% here, I am riding it as a free trade, even if it went to zero it would still be a very good overall trade.
    Oct 7 12:44 PM | 1 Like Like |Link to Comment
  • YTD 2014 Picks Recap [View instapost]
    Hi

    I don't trade that way.
    I don't care if the FDA will decide in 1 day 1 month or 3 months
    and I don't think it's wise to care.
    I care about the potential and ETRM has plenty.
    Oct 6 01:02 PM | 1 Like Like |Link to Comment
  • Premature Combination Use Of Belviq And Phentermine Is A Risk [View article]
    lol, it's NOT like drinking water

    all these pills are really pathetic, low efficacy, way high sides considering the low efficacy, zero chance of approval in Europe, in Europe they don't approve this kind of concoction, they never did

    if you want a much better obesity play look at ETRM, 24% EWL, very few sides especially compared to bariatric surgery, it will put bariatric in the trash bin. and the stock is extremely underpriced, less than 100M, it's a very easy long and an easy multibagger

    disclaimer: I post all my trades in realtime and I advice to follow only people who act in the same way, You can check my performance and realtime calls through my Instablogs
    Sep 30 11:19 AM | 2 Likes Like |Link to Comment
  • Arena Pharmaceuticals: Strong Sell On Multiple Red Flags [View article]
    I don't like to pump anything, that's why I don't write articles.

    You might want to check all my realtime trades through my Instablogs and my performance before commenting again.
    Sep 27 08:07 AM | 2 Likes Like |Link to Comment
  • Vringo, Inc. Will Announce Settlement With Belkin International This Week And Other Positive Catalysts [View article]
    Hi

    I have been active in the meanwhile. You can check all my realtime trades through my Instablogs.
    Sep 24 08:22 AM | 1 Like Like |Link to Comment
  • Vringo, Inc. Will Announce Settlement With Belkin International This Week And Other Positive Catalysts [View article]
    Good Job as usual IP Hawk
    Sep 23 02:01 PM | 3 Likes Like |Link to Comment
  • Belviq And Phentermine Study Awes Some Investors - Should It? [View article]
    Hi Vito

    ETRM doesn't necessarily need to conquer to world.
    Just 20k procedures a year or just the forecast of it in a couple of years
    equates to more than 15 times the current share price..

    It's a very easy long
    Sep 18 07:14 PM | 1 Like Like |Link to Comment
  • Belviq And Phentermine Study Awes Some Investors - Should It? [View article]
    Spencer..

    Are you a trader or a journalist ?
    Sep 18 09:35 AM | 1 Like Like |Link to Comment
  • Belviq And Phentermine Study Awes Some Investors - Should It? [View article]
    Time is not critical at all.
    The weight loss market has been full of pills for decades. They just don't work, very minimal EWL. These FDA approved pills are imo even worse than OTC ones cause they have nasty sides. Impossible they get approved in Europe and it wouldn't matter anyway. No sales.

    People taking them have to exercise and diet. That is not going to happen. No way. ETRM's pacemaker device will eventually be the only remedy for fat lazy people. 25% EWL without any diet or lifestyle change.
    Sep 18 08:56 AM | 1 Like Like |Link to Comment
  • Belviq And Phentermine Study Awes Some Investors - Should It? [View article]
    The magic pills do not work, not even the best of them, as people taking them have to exercise and diet. That is not going to happen. ETRM's pacemaker device will eventually be the only remedy for fat lazy people.
    25% EWL without any diet or lifestyle change.
    Sep 18 08:38 AM | 1 Like Like |Link to Comment
  • Orexigen Therapeutics Wins Contrave Approval But Investors Should Stay Away [View article]
    First, don't insult

    Second, who are you ? I post all my trades in realtime through my Instablogs, I have 100% credibility, You surely don't do the same

    Third, ETRM doesn't sell unuseful pills with nasty sides.
    it sells a device which works. 25% EWL.

    Fourth, it will not prosper financially ? LOL
    80% gross margins on all devices sold, much higher than AAPL selling iphones and it's grossly underpriced, less than 100M
    Sep 16 04:00 PM | 1 Like Like |Link to Comment
  • Orexigen Therapeutics Wins Contrave Approval But Investors Should Stay Away [View article]
    There are tons of pill makers (FDA approved and OTC) which are not much effective at all and have really a lot of sides, especially considering the low efficacy, and then you have 220k/year barbaric bariatric surgeries which are very effective but are a nightmare too. People don't want their GI tracts rerouted, their stomachs cut up, their intestines involved.... They don't want the nasty sides and the risks. They don't want to go on special diets and if they eat the wrong thing they get dumping syndrome or throw up...

    There's nothing in the middle but ETRM, it will capture 100% of the middle market. It's pretty effective 23-25% EWL (much more than pills and less than bariatric) and very safe. It is reversible, it does not change eating habits.
    It's the smart way to go, by far the best benefits vs risks choice.

    ETRM currently trades at less than 100M market cap which is ridiculously low compared to ARNA OREX and VVUS...
    $10 a share target, at least. Probably much more.
    Several time the current price.
    Sep 16 03:26 PM | 2 Likes Like |Link to Comment
  • Orexigen Falls After Approval - Why? [View article]
    Spencer... please...

    12months data didn't meet the primary endpoint simply cause this was the very first of its kind trial and was set really badly by the FDA.
    It was even admitted by the FDA member at the Adcom meeting, read the AdCom transcript http://1.usa.gov/1lO2gbK

    18months did beat the sham group by much more than 10%

    The Adcom did agree that the 18months data was strong.
    Sep 16 09:26 AM | Likes Like |Link to Comment
  • Orexigen Falls After Approval - Why? [View article]
    179k is wrong and europe is a large market too and getting bigger every year

    http://bit.ly/1pi0U40

    http://bit.ly/1pi0RVW

    For example, Obesity levels in the UK have more than trebled in the last 30 years and, on current estimates, more than half the population could be obese by 2050.

    Europe's obesity league
    UK: 24.9%
    Ireland: 24.5%
    Spain: 24.1%
    Portugal: 21.6%
    Germany: 21.3%
    Belgium: 19.1%
    Austria: 18.3%
    Italy: 17.2%
    Sweden: 16.6%
    France: 15.6%

    http://bit.ly/1pi0SJm
    Sep 16 08:33 AM | 1 Like Like |Link to Comment
  • Orexigen Falls After Approval - Why? [View article]
    good question, this is the answer.
    if 220-230k US people a year choose the barbaric bariatric surgery,
    how many will choose ETRM ?

    much less fear, many more users

    let's be very conservative, say just 20k, it's 150M revenues/year,
    80% gross margins, 250M previous tax losses, no tax on the 80% gross margins, it's a 1.5B-2B company, $20-30 shares vs the current $1.30,
    15-25 times the current price

    now add growth and you get an even higher number

    then add royalties from outside the USA
    Sep 15 07:25 PM | Likes Like |Link to Comment
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