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Bigisbetter

Bigisbetter
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  • Who Wins After The Snapback Rally? [View article]
    DD is long term bet. Down movement enough
    Oct 17 10:11 AM | Likes Like |Link to Comment
  • 5 Reasons The Oil Sector Is Due For A Big Rebound [View article]
    Oil is going to test 100 before Y end and best favoured are Chevron, Conocco, Marathon
    Oct 17 10:06 AM | Likes Like |Link to Comment
  • Apple unveils iPad Air 2; thinner design, Touch ID, less glare [View news story]
    More the same. More cash for Apple, with nnothing in return for customers
    Oct 16 02:14 PM | 1 Like Like |Link to Comment
  • The State Of MannKind [View article]
    Before bargaining something, take a look at what has driven the stock down. There is debt, there is a product that has failed before, arguably, and there is an excellent different product now which has yet not been launched and may have significant cahs dissembrusements before it could ever get to a pacient, and even more explain them how the product is wsed. This is going to take long time, so buy and sell for the stock price only in a long term investment is really wrong. Nobody knows the value of this sotck because it has nothing to offer to the market yet.
    Oct 15 02:56 PM | Likes Like |Link to Comment
  • More Picks To Triple In A Correction [View article]
    As volatiltly has spiked to unforatable and unforgiving highs, there is an awesome correlation btween GLUs, PXLW and other technology related small caps to that spike. Especially related to gaming, with Mattersight included, this could be a "fetish" market spike.
    Oct 15 02:40 PM | Likes Like |Link to Comment
  • Hedge fund hotels hit the hardest in selloff [View news story]
    IWM is down for a long time. Institutional buying is looking for a bottom to buy in
    Oct 15 02:34 PM | Likes Like |Link to Comment
  • Is October's Storm Nearly Over? [View article]
    Volatility could be the new kid in the block http://on.mktw.net/11o...
    Oct 15 02:29 PM | 1 Like Like |Link to Comment
  • Is October's Storm Nearly Over? [View article]
    That is the FED in QE4, and it will happen.
    Oct 15 02:16 PM | Likes Like |Link to Comment
  • Irrational Ebola Fears: What To Do And What Not To Do [View article]
    Market is in panic , and the disease related stocks are the only ones that are in rally. Not that irrational.
    Oct 15 01:41 PM | Likes Like |Link to Comment
  • The State Of MannKind [View article]
    Dilution. Two-thirds of it is of the convertible variety (at $6.80 a share) and we think it will convert into some 14.7 million shares of equity next year.
    2.4 bll debt would take several years to recover. Sanofi deal only 30% royalties for MNKD
    Oct 15 01:39 PM | Likes Like |Link to Comment
  • The Most Important Chart On Wall Street [View article]
    This is only technicals. Fundamental insight is much safer.
    Oct 15 01:36 PM | Likes Like |Link to Comment
  • Equity Investors: Now Is The Time For Patience [View article]
    Do you have a sign of WHEN things turn worse/ as they were not worse enough@safer to stick with that game plan, until proven otherwise. @
    Oct 15 01:33 PM | Likes Like |Link to Comment
  • Positives Mounting For Beaten Down Micron [View article]
    Have they not been talking of a 49 $ target. has the market correction scared JPm, becasue itwas 34 already only 3 weeks in the past.
    Oct 15 01:03 PM | 1 Like Like |Link to Comment
  • A Review Of Gilead's Harvoni, And Competitive Considerations [View article]
    It can be a difficult matter to persuade physicians
    to switch to a single NCE from a med for the same disease that they are used
    to prescribing. Assuming FDA marketing approval for its combination products,
    AbbVie is going to be asking prescribers to not prescribe Harvoni, to which they will be gaining
    familiarity, and instead prescribe three NCEs plus ritonavir.

    The two dosage forms in the AbbVie regimen together contain not merely two drugs as Harvoni does, but four.
    Of those four, three are new chemical entities (NCEs). This is a problem for AbbVie.


    Two reasons that are enough for GILD to be most important player
    Oct 15 01:01 PM | 3 Likes Like |Link to Comment
  • Belviq Sales Rise Almost 5% Week Over Week [View article]
    A potential impact that we could see in the days ahead is the launch of Contrave from Orexigen (NASDAQ:OREX).
    Orexigen drug is ssafer. So belviq will copy. Unless they re willing to loose market share.
    belviq not aproveed anywhere but in the United States. That is mainly for safety in the long term as some side effects that are not minor, like high blood pressure tiggered by Belviq consumtion. Were you a doctor, would you recommend the pill to a pacient that already is in high risk> Due to obesity, which is obviuos high risk factor for any pathology, includes high pressure, risk of heart attack, high colesterol, high risk of stroke, etored closely. Are doctors taking the chance to monitor close the patients, or are they more confortable by waiting for real results get to the market from other patients that are in treatment.
    Although pacient is aware that he could oblige the doctor to give them the presc. for the pill, are they at will to take the risk if doctor does not recommend to take it?
    So if you were a doctor, you would be much safer prescribing the pacient for orexigen drug than the Arena drug.
    If the United states, which holds the % record for obesse people in all the world, with 60% people overweight, and sales are not responding to expectations, there are two outcomes. Time to prove the drug is working, and safely, or to admit that Arena dosent have the solution to obesity problems.

    I expect time to be in favour of those companies, but Orexigen is much better positioned to gain market share vs Arena Belviq.
    Expect European Union to approve the use of Orexigen drug, not what happened to belviq or Contrave.

    Oct 15 12:51 PM | Likes Like |Link to Comment
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548 Comments
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