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  • Apple: Going Smaller Can Be A Big Move  [View article]
    It's not what Apple wants you to think, it's what is required in reporting revenues and earnings using a single standard currency. The profit margins may stay the same but the revenue per phone sale abroad is now lower.
    Feb 5, 2016. 06:55 AM | 1 Like Like |Link to Comment
  • Apple: Going Smaller Can Be A Big Move  [View article]
    I think the only bad move in this was not releasing a smaller screen phone when the 6 was launched. I still have my iPhone 5 and have resisted upgrading because the 6/6Plus are simply too big for me - I was waiting to see what the 7 had to offer but if the 5se or whatever it's called will be like a 6 in software but a 5 in size, I'm all in.
    Feb 4, 2016. 08:07 PM | 2 Likes Like |Link to Comment
  • Gilead Has Decided To Buy Itself  [View article]
    The dollar amount means nothing. It's % decline that you should be concerned about and GILD has simply followed the general pharma market in that time. It doesn't mean that the investment is inherently risky, just that the short term price action has been down.
    Feb 3, 2016. 01:10 PM | 1 Like Like |Link to Comment
  • Gilead Has Decided To Buy Itself  [View article]
    With the amount of FCF GILD is generating, they can easily acquire their way to more revenue/earnings. It's what big pharma does. The only risk is in not recognizing this.
    Feb 3, 2016. 11:43 AM | 6 Likes Like |Link to Comment
  • The Dirt Cheap Tesla That Isn't  [View article]
    70% consumers think of environment when purchasing a product that isn't a car.

    There, I fixed it for you.
    Feb 3, 2016. 08:37 AM | Likes Like |Link to Comment
  • Comcast increasingly levying charges for heavy data users  [View news story]
    Satellite internet has a long way to go before it can even compete with DSL - that's why it's advertised as faster than dial up.
    Jan 31, 2016. 07:11 AM | Likes Like |Link to Comment
  • Humira: Will AbbVie's Patents Keep Out Biosimilars For Its TNF-Blocker Blockbuster?  [View article]
    The sequence of TNF is in the patent, the sequence of the region used for designing the antibody is in the patent but the exact sequence used to design Humira is not spelled out as you indicate. It's obscured by wording that includes the following:

    In an embodiment, the antibody, or antigen binding portion thereof, capable of binding TNF-.alpha. comprises an amino acid sequence selected from the group consisting of SEQ ID NOs: 22-36.

    Given that an epitope is typically 5-8 amino acids long, you can deduce where the antibody is binding but you wouldn't know for sure. Couple that with secondary and tertiary structures of peptides under given conditions, all of the potential post-translational modifications, and it's nearly impossible that a biosimilar will exactly replicate activity of an approved antibody. It may get close but it won't be exact. That's why the FDA requires proof of efficacy for biosimilars, that's why the cost savings won't be anywhere near as great as with small molecules and that's why antibody therapeutics won't be as affected as small molecule drugs when they go off patent.
    Jan 27, 2016. 05:19 PM | Likes Like |Link to Comment
  • Netflix on watch after hitting major roadblock in Indonesia  [View news story]
    But Netflix isn't operating illegally, they are being blocked by a state sponsored provider that wants a piece of the revenue pie and using the guise of regulatory compliance to try and get the terms they want.

    And there are ways around internet censorship everywhere. Contraband will sell, physical or over the web.
    Jan 27, 2016. 12:37 PM | 2 Likes Like |Link to Comment
  • Netflix on watch after hitting major roadblock in Indonesia  [View news story]
    This is akin to saying McDonald's should never have expanded into Japan until they offered sushi. It's short sighted and it's ridiculous. Brands go in with what they know and what has worked and then adjust accordingly to meet local market demands.
    Jan 27, 2016. 12:27 PM | Likes Like |Link to Comment
  • Netflix on watch after hitting major roadblock in Indonesia  [View news story]
    You can't think of it as 1/2 of 1%, you have to think of it in terms of what the potential market is. In Indonesia, it's more or less equivalent to the US in terms of population, which makes it the 3rd largest market Netflix operates in (behind India and the US). So there are big gains to be had. Luckily this is coming early in the service.

    Worst case scenario: Netflix pulls out of Indonesia for the time being, which will have minimal impact on the bottom line.
    Best case scenario: the government has just labeled Netflix as contraband and given them free publicity ensuring people sign up once everyone decides to play nice.
    Jan 27, 2016. 09:35 AM | 3 Likes Like |Link to Comment
  • Netflix on watch after hitting major roadblock in Indonesia  [View news story]
    For one, it's free publicity in a country they've just launched in with the government telling the people there's something out there that they can't have. Contraband sells. Always has, always will.
    Jan 27, 2016. 08:46 AM | 12 Likes Like |Link to Comment
  • Just How Risky Is Netflix At $100?  [View article]
    The barrier to entry is cost. You won't see 2 guys in a garage licensing billions a year in content so the danger of an unknown upstart taking down Netflix or others is fairly minimal.
    Jan 27, 2016. 08:42 AM | Likes Like |Link to Comment
  • Just How Risky Is Netflix At $100?  [View article]
    There's no winning. If a writer says he's (or she's) invested, then his article is pumping the stock. If he isn't invested, he's (or she's) to scared to have skin in the game. Sheesh.
    Jan 27, 2016. 08:37 AM | Likes Like |Link to Comment
  • Netflix's VPN Blocking Could Significantly Reduce International Growth  [View article]
    "I summarized a few scenarios in a table to estimate the number of cancellations based on the various data that I collected that uses 20%, 40%, and 60% international VPN users, and using various cancellation rates (25%, 50%, 75%) for the 30 million international subscribers."

    All you did was summarize out to lunch churn/cancellation numbers to make your highly speculative bear thesis look good. It wouldn't have taken you too much digging to figure this out. Garbage in, garbage out.
    Jan 27, 2016. 08:34 AM | Likes Like |Link to Comment
  • Chill Over Netflix, Things Aren't That Bad  [View article]
    It's a recurring operating expense but when you start with zero subscribers in a region, there's no revenue to offset it, hence the big losses internationally.
    Jan 27, 2016. 08:27 AM | Likes Like |Link to Comment