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SA Editor Stephen Alpher

SA Editor Stephen Alpher
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  • GCVRZ Forum [View instapost]
    FWIW

    http://reut.rs/HNhtGT

    "FDA advisory panel supports approval of Sanofi MS drug Lemtrada

    Safety problems associated with Sanofi SA's experimental multiple sclerosis drug Lemtrada should not preclude approval of the drug, though it should be restricted to patients who have failed other therapies, an advisory panel to the U.S. Food and Drug Administration said on Wednesday.

    The panel voted 14 to 0, with one abstention, that the drug should be approved."
    Nov 13 04:58 PM | 1 Like Like |Link to Comment
  • Just A Few ?s For… Kid Dynamite [View instapost]
    Missing the Las Vegas trip reports and discussions of EV ...
    Nov 5 01:13 PM | Likes Like |Link to Comment
  • Capital One Warrants A Closer Look [View article]
    Nice work.

    I'd be curious as to how COF's TARP warrants stand up value-wise to the other TARP warrants out there. Have you done work on these and found Capital One's to be the most attractive?
    Nov 5 08:49 AM | 2 Likes Like |Link to Comment
  • Sugar the new tobacco? Bottled water to soon surpass soft drinks [View news story]
    Type I and Type II diabetes are different animals and the issue with respect to sugar and obesity is its link to Type II. As far as I know there is no link between sugar consumption/weight and the onset of Type I.
    Oct 26 10:01 AM | 7 Likes Like |Link to Comment
  • Gramercy: Is This Small Cap The Greatest Alpha Opportunity In REITs? [View article]
    "Get mortgages in the 5% range during a time of rising interest rates."

    Why do we so blithely assume interest rates must rise? The 10-year is off 50 basis points in less than 2 months and back to 2.5% this morning. The Fed has an incoming chief who appears to be in hurry to tighten policy. One could make a pretty easy case we'll be sitting with ZIRP three years from now.
    Oct 23 08:43 AM | Likes Like |Link to Comment
  • WTI crude oil slips below $100 per barrel [View news story]
    We're talking about crude oil, not gasoline in that opening point. At the margin, refinery maintenance means less demand for crude.
    Oct 21 09:24 AM | 3 Likes Like |Link to Comment
  • Just 10 Questions For Samir Patel On His Retirement From Seeking Alpha [View instapost]
    Great job all around. Best of luck Samir!
    Oct 9 09:02 PM | Likes Like |Link to Comment
  • Berkshire cashes in another crisis-era investment [View news story]
    It's a debt investment.
    Oct 4 11:36 AM | 1 Like Like |Link to Comment
  • Ackman converts 40% of Herbalife short to long-term puts, questions buyback [View news story]
    Capitulation. I wonder who the counterparty is?
    Oct 3 09:06 AM | Likes Like |Link to Comment
  • Lazy/efficient Blogger Seeking Help [View instapost]
    http://1.usa.gov/1fJ0WmC

    Buyout offer of what looks to be cash and stock for $7.35/share. ICH currently trading at $6.60.
    Oct 2 11:19 AM | 1 Like Like |Link to Comment
  • Lazy/efficient Blogger Seeking Help [View instapost]
    http://seekingalpha.co...

    Higher offer coming?
    Sep 30 10:14 AM | 1 Like Like |Link to Comment
  • Lazy/efficient Blogger Seeking Help [View instapost]
    http://1.usa.gov/189RVg2

    GateHouse shareholders wiped out, but will get warrants to buy 5% of New Media stock.
    Sep 27 02:56 PM | Likes Like |Link to Comment
  • Wells warms to social media [View news story]
    http://bit.ly/1aTCflk
    Sep 18 12:49 PM | Likes Like |Link to Comment
  • Watch Out, Belo: 3 Reasons Shareholders May Demand A Better Deal [View article]
    Just looking at BLC's chart. Was still at $0.55 two weeks after market bottomed in 2009 ... was a 10-bagger in about 6 months.

    Now a buyout at $13.75.
    Sep 16 11:00 AM | 1 Like Like |Link to Comment
  • A Little-Known Way To Bet On PNC [View article]
    There are a lot of TARP warrants out there. How do you assess the relative value of the ones on PNC vs. some of the others?
    Sep 15 08:50 PM | Likes Like |Link to Comment
COMMENTS STATS
535 Comments
635 Likes