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  • Chelsea Therapeutics May Be A Revenue Generating Biotech By The End Of 2014 [View article]
    The initial price euphoria at the positive FDA outcome faded, I think, because of many investors who sold both in PM and regular hours on 18th. Should be a slow climb back up over the next week, on its own merits.

    The final FDA approval was a really big win for CHTP. The market may not have yet absorbed the implications and potential : clear no-restriction approval from FDA, orphan drug, demonstrated efficacy in an untreated field, takeover value to a bigger company, etc.
    Feb 20 08:35 AM | 2 Likes Like |Link to Comment
  • Delcath Systems (DCTH): Q4 EPS of -$0.14. Revenue of $200K misses by $130K. (PR[View news story]
    We'll see where the price goes on Thursday 14th, but probably an excellent buying opportunity . . .
    Mar 13 10:40 PM | Likes Like |Link to Comment
  • Shares of Chelsea Therapeutics (CHTP +141%) continue to soar higher on earlier reports of positive FDA feedback and resubmission guidance on its Northera study. Based on the input, Chelsea plans to file a resubmission of the Northera NDA with the DCRP late in Q213. If accepted, the application will be subject to a 6-month review period. [View news story]
    Excellent to have the vindication after an up-and-down ride for months. Hope the optimism does not evaporate too soon . . .
    Feb 20 03:03 PM | 1 Like Like |Link to Comment
  • Apple: Where Do Shareholders Go From Here? [View article]
    Insightful piece - thanks !

    If one is a trader in AAPL, then you have been caught out by the unexpected swiftness of the current drop - tough luck. No point in selling if you are in loss territory.

    If you are an investor, then you know that all stocks go through ups and downs. For a company like Apple, with NO debt, with billions in pure cash, an amazing P/E and several top-selling products, there can be no doubt that profits will continue for the near future.

    Long-term is another question and perhaps that is reflected in that the lower stock price which is anticipating an unoccupied new-product pipeline . . .
    Jan 17 01:46 PM | 2 Likes Like |Link to Comment
  • Apple's Possible Production Nightmare Scenarios [View article]
    Interesting piece.

    The main reason that companies/suppliers have contracts with AAPL is to make money. There are clauses involving financial penalties for being late with parts and services.

    Why would suppliers risk those penalties and possible contract cancellation by failing to fulfil their arrangement ?

    Hon Hai/Foxconn recently came under fire in China for its supposed forced work schedules. When schedules were revised with less work, employees objected to the cut-backs of overtime work because they were relying on the extra pay for their lifestyles and families.

    There are always competitive alternatives for companies . . .
    Jan 7 09:30 AM | 2 Likes Like |Link to Comment
  • Apple - Fire Sale Ends December 31? [View article]
    Great piece JM - thanks !

    Non-technical eye-openers for me in the past few months have been :

    The extraordinary and crowded buzz in Apple retail stores, where it is impossible not to be impressed with the commercial energy. This marketing success must translate into incredible profits and a rising January share-price.

    Re I-Pads of any iteration, one is hard-pressed to find anyone who has not been given, is not giving, or does not have a family-member who possesses one, or anyone who has not received an email saying "sent from my I-Pad" or "sent from my I-Phone".

    I am one who has held pre-drop Apple shares and awaits even better times ahead . . .
    Dec 26 06:15 PM | Likes Like |Link to Comment
  • Apple: Gross Margin Conundrum Explained [View article]
    Great article !

    One of the puzzles with the drastic share-price drop is that investors seem to be pricing in future market dangers more than usual, as well as cashing in on gains at a potentially lower 2012 tax rate.

    To live in the near-present, here is a company with huge amounts of money, no debt, some of the best-selling products in the world and likely announcing block-buster results in a few weeks.

    It seems to be a case of expectations exceeding very healthy and profitable realities.
    Dec 18 06:19 PM | 2 Likes Like |Link to Comment
  • After falling hard last week, Apple (AAPL +2.3%) is outperforming again today. Likely helping are positive notes from RBC and Wells Fargo, both of whom take kindly to Apple's initial Chinese iPhone 5 sales data. After digesting the data, Wells thinks a prior estimate for 46M FQ1 iPhone sales will be met or exceeded. However, the firm is worried about what it sees as "evolutionary versus revolutionary steps in innovation." [View news story]
    The sheer volume of Christmas sales will ensure that AAPL rises quickly after the quarterly figures are released in January . . .
    Dec 18 04:08 PM | Likes Like |Link to Comment
  • Apple May Be Worth $1111, But Shares Won't Get There Anytime Soon [View article]
    Very interesting piece - thanks !

    @ WisPoker -
    Re the the aerial fault. It was not solved "quickly". Apple had to be dragged kicking and screaming to admit that the flaw existed, but to Apple's credit, it was then fixed.

    @ fya-all
    The I-phone has been outselling the 4s both in the initial launch and in the following months, although we won't see this quarter sales figs until sometime in January. The 5 has also been available more quickly and in more countries than the 4s - an amazing feat by Tim Cook and his operations managers.

    I am not an OTT Apple fan - I use a Droid Maxx HD Motorola phone for its screen size and its battery life. Apple needs to upgrade its i-phone battery capacity - no more reaching 5pm with an empty battery :-)

    I am also a shareholder and was surprised by the sharp drop - although it was a good buying opportunity - no doubts that the share price will fully recover.

    Part of the selloff was probably due to profit-taking, which always occurrs in the days following a successful launch : the startup expectations are already baked into the elevated share price.

    Part of the selloff was possibly because of the potential for dividend tax increases and part due to an overblown bubble anyway.

    I believe that Apple will stay at the top of the competitive pile as long as it uses its wealth for R&D. The mapping misstep was disgraceful - if the app wasn't ready, Apple should have stayed with Google until the Apple map function was flawless. Apple must have known that it is one of the most-used apps.

    The i-Pad Mini supple shortages are also strange, given Tim Cook's expertise - yes, the scarcity holds the price at maximum level, but it also steers potential buyers with money to burn towards other tablets.

    Life in the Apple universe is never boring - looking forward to 2013 and $700-and-something :-)
    Nov 29 02:40 AM | 1 Like Like |Link to Comment
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