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oneotherfool

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  • WidePoint -9.3% AH after announcing stock offering [View news story]
    "hasn't yet disclosed how large the offering will be, or its pricing."

    Has it leaked and they were forced to announce it? Otherwise, why even announce it without providing the details and cause uncertainty?

    The last offering was just in March. Looking forward to the CC to get some insight....I'm afraid this will bleed till then! Not cool Widepoint!
    Oct 22 05:56 PM | Likes Like |Link to Comment
  • Seadrill downgraded at Citi as oil price uncertainty increases [View news story]
    What a prompt downgrade! Gee, thanks for the heads up!.. Everybody should go short now.
    Oct 20 06:41 PM | 7 Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    Thank you Spencer for the continued coverage! I've said this before, but I'll repeat. Your willingness to reply to (almost) every comment makes the great pieces that you write even more interesting and informative!
    Oct 16 09:26 PM | Likes Like |Link to Comment
  • All three major averages now lower for 2014 [View news story]
    The answer is decay. http://seekingalpha.co...
    Oct 15 01:18 PM | 3 Likes Like |Link to Comment
  • PDUFA date approaches for Lymphoseek expanded label [View news story]
    Kudos to SA on an excellent coverage for a non-popular stock like $NAVB.

    About the "broader and more flexible", that wasn't the impression I got out of the last transcript or two. They seem to think that broader and more flexible use is important for signing new hospitals. It makes a lot of sense.

    bra201, I agree with the CAH part. They're clearly not going our of their way to sell Lymphoseek. It was clear from the last CC that Navidea is also working with hospitals to spread the word. The market isn't taking $NAVB seriously, until it shows results/traction and turn a profit. I wouldn't be surprised if we see a pop if approved on (or before) OCT 16. The CC will be interesting...I'm happy with the EU progress and the CHMP recommendation.
    Oct 8 04:10 PM | 2 Likes Like |Link to Comment
  • PDUFA date approaches for Lymphoseek expanded label [View news story]
    You can blame pumpers all you want. I said a year or two, to indicate long term hold, but that's how I AM looking it. It may jump to $2 next week. And I may sell out completely. It's not the point. It's about YOU. If YOU think it's a bad company, you've gotta get OUT. If you thought it was a "year or two" plan 4 years ago, and it didn't pan out, YOU should have had an exit strategy if you're unhappy about it. Stop blaming other people for your trades/investments. Take ownership of them and stop roaming around every single post to b*tch about it...

    When you actually want to debate a certain point, or step that management did or didn't do, I'm sure anybody would like to engage in conversation like that. Ofcourse Im not happy with the stock price, and clearly "bra201" isn't either (and no body is). But there are relevant comments like his, and then there are yours....I'm saying this with all due respect, and I wish you the best with your trades...
    Oct 8 04:02 PM | 4 Likes Like |Link to Comment
  • PDUFA date approaches for Lymphoseek expanded label [View news story]
    It's nice to raise concerns and discuss the goods/bads. But all you do is keep b**ching about it, just sell if the company "sux azz". Why are you holding a company that "sux azz"? You bash/trash and repeat the same stuff over and over again on every $NAVB post/article/news....Just take a break already. Either sell it (if you do actually hold any) and move on, or just forget it and come back a year or two from now.....The nagging is tiresome.
    Oct 8 03:36 PM | 3 Likes Like |Link to Comment
  • Fortinet -3.1% on Morgan Stanley downgrade; PANW, FEYE also off [View news story]
    Thank you sir for the prompt reply and fix! Much Appreciated!!
    Oct 6 12:59 PM | Likes Like |Link to Comment
  • Fortinet -3.1% on Morgan Stanley downgrade; PANW, FEYE also off [View news story]
    $FEYE was NOT hit by a Barclays downgrade. It was by "Northland Securities" as evident by the link you have there. As far as I know, Barclays have it as "OVERWEIGHT" since may 23rd. http://bit.ly/1oHKn9I
    Oct 6 12:45 PM | Likes Like |Link to Comment
  • A Discussion Of Belviq Hurdles [View instapost]
    All good points. Thanks Spencer!
    Oct 4 01:32 AM | Likes Like |Link to Comment
  • Belviq Advertising Sees Major Push - The Equity May See It As Well [View article]
    Thank u sir!
    Sep 22 05:56 PM | 3 Likes Like |Link to Comment
  • Steve Brozak: Big-Picture Biotech Stocks Rule The Future [View article]
    I agree with "but it may control the entirety of the market at the very time when Cardinal will lose exclusivity to sell it"

    However, I disagree with the conclusion to that statement. I don't see $NAVB having any leverage with CAH, just yet. There's still a little less than 4 years left on the agreement.

    CAH and NAVB will both win if Lymphoseek was made a priority at CAH as it demonstrates the potential to "control the entirety of the market. However, if Lymphoseek remained a lower priority for CAH, and NAVB was struggling to make revenue and stay alive, NAVB is the only loser in this case. It will be business as usual for CAH. Therefore, I'm not sure where's the leverage that NAVB has over CAH now. It will have no leverage until sales really ramp up in the short to mid term.

    Disclosure: Long NAVB.
    Sep 5 07:28 PM | 2 Likes Like |Link to Comment
  • Advertising And The Belviq Re-Launch [View article]
    Spencer, thanks for the data. That is interesting. To your point, If I'm going to get a new car/new insurance, I will likely check and get a quote from Geico. Whether I go with them or not is a different story (might find that Progressive are cheaper for me). But I at least was aware of them and checked them. I'm not saying we need 3 ads each prime time hour of each day. I also don't understand why we have 1 prime time ad a week.

    What are we missing here? What is Eisai's strategy? (rhetorical questions).

    FWIW, I'm still long a good portion. I sold some right after Mr CEO's massive sell. (Not sure why I didn't sell more.)...I do agree that these are attractive prices here. I'm actually monitoring for an ad. I just can't bring myself to do it, before I see some reason other than TA. I know I might be too late if we get a bounce in anticipation for smoking cessation trial results.

    As always, thanks for your valuable work!
    Aug 25 05:56 PM | 1 Like Like |Link to Comment
  • Advertising And The Belviq Re-Launch [View article]
    "Serious players and the big boys do not advertise in these time slots. Certainly they must have some sort of strategy, but I think it is not yet up to par with bigger players."

    Exactly!...Why on earth do we have Week 2 (relaunch) and week 6 with 1 (really?? 1??) prime time ads. Then a couple other weeks with 2 prime time ads. This is not good. If consumers aren't aware of Belviq, Drs aren't going to bring it up no matter how many reps go to him. That's just my opinion. Nobody is aware of Belviq. For all we know, Orex could get approved, and start with over 600 reps, and will flood TV with ads (at time slots that actually matter). I might be missing something, but this whole re-launch thing is disappointing. I get that Eisai need to make money too, but nobody will make money if the consumer isn't aware of an FDA approved Drug.
    Aug 25 04:21 PM | 3 Likes Like |Link to Comment
  • Anti-Obesity And Insurance Coverage [View instapost]
    Outstanding work, Spencer! Thank you!
    Aug 14 12:04 AM | 1 Like Like |Link to Comment
COMMENTS STATS
149 Comments
275 Likes