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Crash survivor87

Crash survivor87
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  • Market Overreaction, Pullback Offers Hidden Opportunity For Synta [View article]
    Peter, how is it possible that
    Alexion or Regeneron weren't bought out
    years ago?
    Please explain me why Synta is less riskier
    at a 25% higher price?
    TA?
    Aug 19 08:25 AM | Likes Like |Link to Comment
  • Market Overreaction, Pullback Offers Hidden Opportunity For Synta [View article]
    Jesus, how can I expect any reliable results testing
    >60% of the patients in Eastern Europe?
    But thanks for your article. It's a great one.
    Even with the problems in Eastern Europe the
    Hazard Ratio didn't surpass 1.
    No joke, this happened in other "uncontrolled"
    trials. Eastern Europe is uncontrolled.
    SNTA may have a powerful drug.
    As you know Hsp 90 interacts with so many
    pathways. You'll never know until tested.
    You remember Kosan?
    Looked good, bad results and a take over for little money.

    SNTA looks a bit better. High risk, but possibly very
    high reward.
    Best
    Aug 18 10:28 AM | Likes Like |Link to Comment
  • Alnylam Pharmaceuticals Has Plenty On Its Plate [View article]
    Stephan, your article is well written, but misses the
    the most important issue: delivery.
    ALNY needs much lower doses to be effective.
    We will see that this is a great advantage in the long run
    concerning side effects.
    Everybody being late on RNA should consider
    to buy a basket. Regulus shouldn't be underestimated.
    And beware this are no short term investments. 5 years+.
    Thats the investment horizon.
    Tekmira is a trade. Long term investors can easily
    make it a free lunch, by selling a small position
    during the Ebola hype. I expect the hype to continue,
    but it's never wrong to carefully take some profits.
    If the 3 siRNA's work, the DoD will stockpile
    and the stock will explode. If they show no effect
    the company will move to net cash or even far below.
    Still a good risk/reward.
    Regards
    Aug 9 02:12 PM | 1 Like Like |Link to Comment
  • Biotechs Have Their 'Irrational Exuberance' Moment: Time To Buy More? [View article]
    She gave a strong buy signal. Period.
    Jul 21 01:42 PM | 1 Like Like |Link to Comment
  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    Stopped with a nice profit.
    Nobody can deny that the author had a good timing
    in the summer doldrums.
    Ostrover, I hope we'll move in the $25-27 direction.
    A great entry point again and really possible in the
    current market sentiment.
    This shouldn't scare long term investors.
    In 6 month ISIS should trade substantially
    higher.
    External shocks can change the picture. Risk
    aversion and low volumes may create
    unbelievable entry points and did it already
    in many biotech stocks.
    Jul 9 11:37 AM | Likes Like |Link to Comment
  • Tesla's Gigafactory And Why Competitors Should Worry [View article]
    On a worldwide basis you are wrong.
    The winner is
    Toyota Corolla, followed by Ford F-type and VW Golf.

    Best
    Jul 2 09:23 AM | Likes Like |Link to Comment
  • Tesla's Gigafactory And Why Competitors Should Worry [View article]
    The most sold cars are (worldwide):

    Toyota Corolla
    Ford-type
    VW Golf

    But never forget that margins are low.
    Jul 2 09:19 AM | 2 Likes Like |Link to Comment
  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    Good article, thanks.
    Interesting answers.
    No scientific response.
    I think ISIS is a perfect trading stock.
    I'm long with a stop loss order.In reality it's a keep profits order!
    Jul 1 12:59 PM | 1 Like Like |Link to Comment
  • Ohr Pharmaceutical: Questionable Analyst Activity [View article]
    Integrity of Brokers?
    Good stuff. Think about it, you'll find the answer.
    Jun 30 08:02 PM | Likes Like |Link to Comment
  • John Hussman: This Time Is Different, Yet With The Same Ending [View article]
    John,
    Say good buy. You were dead wrong in the past and you still
    believe in risk free investments.
    Even government Bonds carry risk this time.
    Jun 25 08:57 AM | 1 Like Like |Link to Comment
  • MannKind: Does Greed Devour The Brain? [View article]
    Agreed, but this does not mean approval is 100% sure.
    As I remember even a XX-0 AC decision was rejected.
    Don't go all in, never use additional credit, think about
    a hedge and imagine your wrong. Just keep your feet on the ground.
    If your not in trouble being wrong be greedy.
    Jun 17 12:51 PM | Likes Like |Link to Comment
  • Cytokinetics ALS drug misses primary efficacy endpoint [View news story]
    The reaction is mild cause news are old.
    Jun 2 12:47 PM | Likes Like |Link to Comment
  • Over-Skepticism: 3 Biotech Companies Trading Too Close To Their Cash [View article]
    Perfect analysis of Conatus. Thanks a lot.

    No crowded market, having a good chance to surprise.
    May 29 08:10 PM | Likes Like |Link to Comment
  • The Incredible Cyclacel Pharmaceuticals [View article]
    Great work Michael,

    The current cash position should be around $34-35M.
    More dilution will come, but who cares. A look at the pipeline
    and the share count give so much room to rally.
    Acadia was dead, Chelsea was dead - I like it.
    One good news is enough.
    May 13 12:57 PM | Likes Like |Link to Comment
  • Drugs That Disappointed Investors In 2013: Infinity's IPI-145 [View article]
    Nice to mention delta,gamma that created the hype in a bull market
    until results were not as expected.
    Look at JAK a small difference makes the winner.
    Investing in this pathway especially on the PI3K level
    is really risky.
    I like your article, but a graphic about this pathway
    would have shown real knowledge. I have little doubt
    you're we'll informed. Sure you can do even better.

    Regards
    Apr 28 11:43 AM | Likes Like |Link to Comment
COMMENTS STATS
61 Comments
42 Likes