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  • Citi hikes target on Alkermes  [View news story]
    a great company for the long term.
    Oct 17, 2013. 11:03 AM | Likes Like |Link to Comment
  • More speculation on AmazonFresh moving into New York City  [View news story]
    what is a reasonable multiple for a grocer?
    Aug 14, 2013. 10:28 AM | Likes Like |Link to Comment
  • Alkermes (ALKS +5%) discusses three new drug candidates at its R&D day: An MS prodrug program, a treatment for pain, and a cancer immunotherapy candidate. The company also announces the initiation of a Phase II study for the schizophrenia treatment ALKS 3831.  [View news story]
    alks has a great future.
    Jul 17, 2013. 03:58 PM | Likes Like |Link to Comment
  • Why Amazon's Expansion Knows No Bounds  [View article]
    next up.

    amazon to trade at a grocery company multiple.
    Jun 7, 2013. 06:45 PM | Likes Like |Link to Comment
  • Shares of Sarepta Therapeutics (SRPT -2.4%) fall for a second day and are now down ~6% since late Thursday after comments from CEO Chris Garabedian at the dbAccess Health Care Conference (transcript) fail to inspire confidence regarding regulatory progress for the company's muscular dystrophy program. "It looks like the meeting that we were hoping to have calendered by the end of June [will] be calendered in Q3 based on [the FDA's] scheduling," Garabedian says, referring to the application for accelerated approval of eteplirsen (I, II, III).  [View news story]
    I'm in at a single digit number.

    srpt is going much higher.

    be patient.

    it's only a matter of time.
    May 31, 2013. 01:32 PM | 1 Like Like |Link to Comment
  • The Bear Case For Amazon In 1 Chart  [View article]
    when amazon drops to half its price within the next year, it still won't be cheap.
    May 28, 2013. 08:23 PM | 3 Likes Like |Link to Comment
  • Alkermes (ALKS) says subjects enrolled in a Phase 1 study of ALKS 3831 demonstrated "significantly less weight gain" than those taking Zyprexa alone. ALKS hopes to attenuate the weight gains typically associated with the schizophrenia treatment olanzaprine. "Diminishing this side effect could open [the drug's] therapeutic benefits to a wider range of patients," ALKS' Chief Medical Officer Elliot Ehrich notes. (PR[View news story]
    a great company and one of their great pipeline products.
    May 28, 2013. 11:41 AM | Likes Like |Link to Comment
  • More on Alkermes' (ALKS) FQ4 : Revenues from five key commercial products rise +26% Y/Y and free cash flow jumps to $48M from $8.4M. For the full year (the first full year that reflects the Elan Drug merger) revenues and (non-GAAP) net income rise 48% and 285% to $575.5M and $1.31/share respectively. AMPYRA/FAMPYRA revenues were $65M for the full year vs. $24.6M for FY12 and VIVITROL revenues rose 41% Y/Y to $58.1M. Operating expenses ex a one-time restructuring charge were essentially flat. (PR[View news story]
    a great long term investment.

    buy the pullbacks.
    May 23, 2013. 10:48 AM | Likes Like |Link to Comment
  • Amazon (AMZN +0.4%) keeps adding to its portfolio of video content by signing a new deal with Comcast (CMCSA -0.4%) for shows from NBC and other NBCUniversal networks. As is standard, the shows will be available on Prime Instant Video several months after they originally air.  [View news story]
    when will they add higher profits?
    May 16, 2013. 10:57 AM | 2 Likes Like |Link to Comment
  • The Senate looks poised to approve a bill today that would force online merchants to collect sales tax on Internet transactions. However, the measure will probably hit greater opposition in the House, where the leadership appears to be ambivalent, with Speaker John Boehner taking no public position. Companies in favor include Wal-Mart (WMT) and Amazon (AMZN), while those against include News Corp (NWS) and eBay (EBAY).  [View news story]
    we buy on amzn to avoid the high sales tax in AZ.
    May 6, 2013. 01:40 PM | Likes Like |Link to Comment
  • Amazon (AMZN) has opened its first office in Russia and is actively looking to hire employees for its Kindle business in the nation, according to TechCrunch. Russia is the largest Internet market in Europe and e-commerce there is forecast to rise to as much as $36B by 2015. AMZN +0.2% premarket.  [View news story]
    as usual, this will result in a loss.
    May 1, 2013. 04:55 PM | Likes Like |Link to Comment
  • Amazon (AMZN -6.9%) is giving back most of its 2013 gains as the Street decides a revenue miss and light profit guidance outweigh a still-improving gross margin. Slowing growth and a lack of profits for the international ops is a concern for many, even if forex is a factor - international media sales rose only 1% Y/Y, though other merchandise sales rose 28%. On the earnings call, management admitted (echoing eBay) "there is some [international] softness from a macro standpoint," while adding Amazon is investing heavily in China, Italy, and Spain. Nomura is staying bullish, touting the fact total growth is holding steady.  [View news story]
    the major trend has turned down.
    Apr 26, 2013. 05:42 PM | Likes Like |Link to Comment
  • Amazon (AMZN) plans to launch eight comedy pilots for free on Amazon Instant Video as its original content initiative starts to pick up steam. Unlike House of Cards which had a hefty production budget, the comedy pilots are low-cost and the company intends to factor in viewer responses before deciding which projects to greenlight.  [View news story]
    the real comedy is amazon's p/e ratio.
    Apr 18, 2013. 12:21 PM | 1 Like Like |Link to Comment
  • LinkedIn Is A Sure Fire Short At A P/E Of Almost 1,000  [View article]
    one reason that they have so many members is that it is impossible to unsuscribe. at least for me.
    Feb 17, 2013. 12:52 AM | Likes Like |Link to Comment
  • Shopper Beware: Buy Anything At Amazon Except Its Stock  [View article]
    amzn is easily 100 pts. too high.
    Feb 4, 2013. 11:03 PM | Likes Like |Link to Comment