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  • Celgene: An Absolutely Excellent Company With An Absolutely Terrible Valuation [View article]
    IF - and it is a big "if" given its growth rate and compelling, high value newer and coming an line products over the next several years - the P/E contracts to 25 over the next several years, against managements conservative 2020 earnings guidance of $12.50 a share, the result is a PPS of $312.50.

    That represents a PPS growth of roughly $187.50 over the next five years and a compounded annual growth rate of somewhere around 15%.

    If the author is correct, it translates to a must hold, long tem core holding for the average investor. Ups and downs along the way probable, but something to think about, never-the-less.
    Mar 20, 2015. 04:42 PM | 7 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Celgene Corporation [View article]
    IMO, pretty dumb to apply a value methodology to a growth stock just in its adolescent years. Yet even that results in Celgene being appropriate for enterprising investors.

    Simply put, Celgene's existing revenue generators conservatively promise to double revenue and income in five years. Its pipeline promises to add significantly to that. While it may not belong in the widow/orphan portfolio, it certainly is a viable investment for the mainstream investor.

    Those that do not own it are missing an enormous opportunity to significantly enhance their portfolio performance short and long term.
    Nov 13, 2014. 10:06 PM | 3 Likes Like |Link to Comment
  • Celgene And The Chronic Disease Fund: The Next Domino To Fall? [View article]
    Celgene long term shareholder. Former head of major communications agency. Retired.

    You are admittedly short and write an article raising risks that, if necessary, can be readily handled by Celgene by taking the program in-house, or dealing through other operations. Nice.
    Dec 11, 2013. 05:49 PM | 2 Likes Like |Link to Comment
  • Hopes of a blockbuster for Celgene's (CELG) apremalist fade after Phase III results showed just 33% of patients had a 75% reduction in psoriasis vs. 41% in the midstage trial. Management had hoped for $1.1B-$1.75B in peak sales for the drug, a figure few on the Street were buying. (PR[View news story]
    A long term holder of Celgene. An incorrect interpretation that will be dismissed on Celgenes webcast tonight at 6:00pm.

    For those in doubt, visit the Investor Village Board and reference posts by JBWinn, Polo, Grafzepplin and Doolen.
    Mar 4, 2013. 11:21 AM | Likes Like |Link to Comment
  • Does Celgene Have More Room To Run In 2013? [View article]
    Well thought out and dead on. Investors/analysts have yet to completely buy into the fact that management's strong five year guidance is not dependent on stellar Revlimid data this spring - rather, stellar clinical results provide substantial incremental upside not fully in the current price.

    So yes; Celgene can continue to run.

    Joe O'Donnell

    Disclosure - I am long with no intention of selling over the next several months.
    Feb 20, 2013. 07:35 AM | Likes Like |Link to Comment