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jwodbod

jwodbod
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  • 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 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 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 07:35 AM | Likes Like |Link to Comment
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