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edemikat

edemikat
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  • Infinity Pharmaceuticals (INFI -20.5%) gets slammed by cautious comments out of JPMorgan today, saying that investors are "growing increasingly skittish" ahead of INFI's pending presentation at June's ASCO cancer conference. The company is expected to release Phase 1 clinical safety and tolerability data for IPI-145, its experimental leukemia drug, and while the investment bank predicts "a good showing," it may not be enough to outshine Gilead (GILD -2.3%), Pharmacyclics (PCYC -2.5%) or Roche (RHHBY.OB -0.6%). [View news story]
    Alll of pharma is down today
    May 16, 2013. 04:45 PM | Likes Like |Link to Comment
  • Infinity Pharmaceuticals (INFI -20.5%) gets slammed by cautious comments out of JPMorgan today, saying that investors are "growing increasingly skittish" ahead of INFI's pending presentation at June's ASCO cancer conference. The company is expected to release Phase 1 clinical safety and tolerability data for IPI-145, its experimental leukemia drug, and while the investment bank predicts "a good showing," it may not be enough to outshine Gilead (GILD -2.3%), Pharmacyclics (PCYC -2.5%) or Roche (RHHBY.OB -0.6%). [View news story]
    All of pharma is down today
    May 16, 2013. 04:45 PM | Likes Like |Link to Comment
  • More from the Apple (AAPL)-Samsung (SSNLF.PK) fight: Considering that Samsung was a supplier, Apple had offered to license its patents for $30/smartphone and $40/tablet, according to a presentation that AllThingsD is publishing. The (clearly unsuccessful) 2010 talks might have headed off today's jury trial. But Apple subsequently took a more hard-line stance: in July, the company was reported to be asking Samsung for $31.14/unit in royalties for its design IP and just 3 software patents, along with $2.5B in damages. [View news story]
    This may provide more long term revenue than the $2.5B if was seeking from Samsung in the jury trail.
    Aug 10, 2012. 10:46 PM | Likes Like |Link to Comment
  • More from the Apple (AAPL)-Samsung (SSNLF.PK) fight: Considering that Samsung was a supplier, Apple had offered to license its patents for $30/smartphone and $40/tablet, according to a presentation that AllThingsD is publishing. The (clearly unsuccessful) 2010 talks might have headed off today's jury trial. But Apple subsequently took a more hard-line stance: in July, the company was reported to be asking Samsung for $31.14/unit in royalties for its design IP and just 3 software patents, along with $2.5B in damages. [View news story]
    This could probably provide more future revenue than the $2.5B it was seeking from Samsung in the jury trail
    Aug 10, 2012. 10:45 PM | 1 Like Like |Link to Comment
  • New Highs, New Lows, Yield Greed [View article]
    I guess I am a contrarian in my definition of dividend yield in that I am invested in addition to 200 shares of Apple, 4-5 mortgage REITs paying 8-15%, business development companies (MAIN and ARCC) paying close to 8%, Altera, AT&T, and SCCO. The mREITS have bneen great in this very low interrest rate environment.
    Jul 14, 2012. 05:51 AM | Likes Like |Link to Comment
  • 5 Interesting REITs: American Capital Agency Our Top Choice [View article]
    I am long NLY, AGNC and the two BDCs- ARCC and MAIN. So far I am happy with their performance. What do you think Sol??

    Foxhunter
    Apr 12, 2012. 11:56 PM | Likes Like |Link to Comment
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