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clay82

clay82
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  • Why Big Pharma Has No Interest In Achillion's 'Me Too' Hepatitis C Drug [View article]
    Hey I remember you when you were shorting ACHN in January 2012. The price soon dropped from around $11 to $9 then back to $11 and you wrote this comment,
    "Hey, I hope they did too. I'm on the sidelines now. I'm hearing from a lot of PHD chemists that Hep C is such a big market, that every big pharma wants a piece of it and will buy ACHN. But still others say there's a Hep C bubble and it isn't as big as people assume. I think it's very tough to tell unless you're an expert in the filed, which I'm not, so I'll leave it to the experts to say whether ACHN is a buy or short."
    Must of been quite reassuring to your readers at the time...
    Jun 12, 2014. 09:21 AM | 9 Likes Like |Link to Comment
  • Why I Have Re-Entered Sarepta Therapeutics [View article]
    40.4m shares according to google finance
    May 7, 2014. 01:48 PM | 1 Like Like |Link to Comment
  • Intercept Pharmaceuticals (Part II): The Short Story Is Over, Time For The Long Story [View article]
    I don't see any mention of Phase 2 final data of OCA in NASH patients that is due in July. Wouldn't this be the next significant catalyst. Here is PR http://bit.ly/1hpkQmc
    Apr 11, 2014. 08:25 AM | 1 Like Like |Link to Comment
  • Short Vanda's Pending Catalyst For A 30% Gain [View article]
    Looking at the price of Nov. options, the market is expecting quite a large move either north or south. I would be careful shorting this especially in current market environment.
    Oct 20, 2013. 11:38 AM | Likes Like |Link to Comment
  • Netflix's International Potential And Past Performance [View article]
    "Our price estimate for Netflix stands at $127, implying a discount of about 30% to the market price."

    If your price target is $127, this is approx. a 50% discount to closing price today of $261.81.
    On your model is says Trefis price $171?
    Aug 14, 2013. 07:38 PM | Likes Like |Link to Comment
  • Why We Locked In Gains On NFLX [View instapost]
    You thinking bear flag for NFLX?
    Aug 13, 2013. 12:01 PM | Likes Like |Link to Comment
  • Netflix: Major Red Flags To Consider Before Buying [View article]
    I have been using utorrent and isohunt for years. Just put on a usb and plug it into your tv. Here's another great site. http://bit.ly/12YtGCe
    Aug 6, 2013. 05:05 PM | 1 Like Like |Link to Comment
  • Is The New Facebook Optimism Warranted? [View article]
    Do you think even if earnings beat we would see much if any bump up in price. You would have to think that the lockups would keep a cap on the price for now. Why would you want to drive the price up even with good earnings if you know you will be flooded with shares that you could buy at least for what Peter Theil sold them for.
    Sep 17, 2012. 06:06 PM | Likes Like |Link to Comment
  • How To Trade Amarin After The FDA Decision [View article]
    Made money both ways today. Shorted the 17 Calls yesterday @1.40 covered @ .65 went long at $13.52(Gap Fill) sold @ $14.06. Now shorted the Aug 3 14 puts for .80. Will hold till expiry. You know there will be hype around NCE in a couple weeks.
    By the way great article and call on ARNA last month.
    Jul 27, 2012. 10:41 AM | Likes Like |Link to Comment
  • How To Trade Amarin After The FDA Decision [View article]
    My guess is we don't see much higher than $17. Maybe in Pre-Market but watch for a sell off tomorrow. You're right to many people are long.
    Jul 26, 2012. 10:09 PM | Likes Like |Link to Comment
  • Sell Arena Pharmaceuticals And Step To The Sidelines [View article]
    Great article, was waiting for reality to set in. Now people will blame you for the drop in price but come on guys do stocks go up forever. Don't be greedy take your profits.
    Jun 22, 2012. 10:59 AM | Likes Like |Link to Comment
  • XenoPort: Bearish Approach to Trade PDUFA Event [View article]
    uh60pin your a d#ck. If you figure your wasting your time reading this article then dont! How about some of us who already know the fundamentals and just want to trade the catalyst!
    Apr 4, 2011. 11:27 PM | Likes Like |Link to Comment
  • $2500 to $100,000 blog 2/13 [View instapost]
    Will your last trade be $BIOD calls?
    Aug 21, 2010. 12:08 PM | Likes Like |Link to Comment
COMMENTS STATS
13 Comments
12 Likes