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ordonezo

ordonezo
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  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    Wow, your post didn't get deleted. My post was when I said that I found the lack of disclosure unethical and disturbing. By the way, I don't see anything wrong if you have a short position and you want to write an article about stock supporting your position. Writers in SA with long positions pump stocks all the time too.

    I agree with you, this article is not balanced and he is rehashing a lot of the old arguments. He neglects to mention the partnership in Japan, the efficacy of the drug and how it met both end points, the likelihood of approval, and many other positive things going for KERX.

    I like to see both sides of the argument and keep an open mind. I also like to always know where the author stands, long/short but at the end it doesn't really make a difference because I never buy or sell anything based on what anybody says or publishes.
    Apr 18 08:05 AM | 2 Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    @logical, ok I will try to not say anything in 'bad faith" but I'm just going to make an observation, you stated in your reply "I'm short...". I'm pointing out what I think makes the article biased. Hopefully this time my post is not deleted.

    Again, so the partnership with one of the largest drug maker in Japan doesn't count?? I still find it amusing that you you predict the stock hitting $3 but you didn't present any evidence/analysis to back that up.

    BTW, in case you didn't know, let's see if your prediction on how poor the drug will sell comes to fruition:

    News! -- Riona (Zerenex) launches in Japan on May 12 Launch of Riona® Tablets 250mg for the treatment of hyperphosphatemia in Japan Tokyo.

    JT received manufacturing and marketing approval of this drug for the indication of the improvement of hyperphosphatemia in patients with chronic kidney disease (CKD) from the Japanese Ministry of Health, Labour and Welfare in January, 2014.

    Disc: Long until June 7, 2014. I started buying and taking trading spots in the single digits.
    Apr 18 07:58 AM | 1 Like Like |Link to Comment
  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    Agree, late to the party but still trying to catch the ship that already sailed...
    Apr 17 10:24 AM | 2 Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    Based on his short position!!!!
    Apr 17 10:06 AM | Likes Like |Link to Comment
  • Nike Holds Promising Prospects [View article]
    If you can't figure it out nor find a good reason to buy it, then don't buy it. Piece of advice, if you are incapable of researching a stock in order to take a calculated risk, you should stay out of the stock market. Buying on advice is the worst thing you can do because nobody will tell you when to sell.

    Tip: Read the SEC filings, conference call transcripts, and make your own analysis. Investing based on written opinions from seeking alpha or any other publications can be a double edged sword.
    Apr 12 11:31 AM | Likes Like |Link to Comment
  • Fear, Greed, And Prudent Risks: A Clarion Call To The Keepers Of The MannKind Flame [View article]
    I followed it until 2 pm because I had a meeting, until that time he maintained his position that he was 60% negative about the outcome, although, he had to admit many times that MNKD was winning. Oh well, I was unable to sell some of it when it shot up to $9+ because it was past TK's after hour trading window. I knew that after that the price was going to go down again until the next catalyst. So, I'm holding what I have until April 15th since the prospects of getting FDA approval are in MNKD's favor.

    P.S. AF has been more wrong than right imho but I guess is safer to be pessimistic/conservative and claim that you're 60% negative throughout most of the presentation than claim you think approval is likely based on trial results even if it doesn't pass. My point was that a lot of people follow him blindly along with Cramer because they have positioned themselves as experts when in fact they give out a lot of bad advice most likely hurting the the lazy uninformed retail investor.
    Apr 4 11:15 AM | 1 Like Like |Link to Comment
  • Fear, Greed, And Prudent Risks: A Clarion Call To The Keepers Of The MannKind Flame [View article]
    It was a no brainer but I was surprised by the T1 vote (13-1) nevertheless. Agree with you, there has been a lot of misinformation that have caused unreasonable fears starting with that clown from The Street Adam Feuerstein. How many people sold at a loss because of him? He did the same with KERX, bashing it with idiotic articles and comments but since the Japanese approval he has been silent...

    The old poker saying comes to mind: It's ok to be wrong but don't stay wrong.
    Apr 2 12:59 PM | 1 Like Like |Link to Comment
  • Fear, Greed, And Prudent Risks: A Clarion Call To The Keepers Of The MannKind Flame [View article]
    Agree with Jeff, this is not an analysis of MNKD nor the drug's chances of getting a favorable decision. It's a good summary about some of the concerns that are keeping MNKD's share price down, in his opinion "unreasonable fears" is the culprit. Read it, discard it, ignore it, you are free to form your own opinion, there is no need to bash the author or to call the Grammar police imho.

    Jeff, thanks for writing this article.

    DISC: Very small short position, adding a few more shares @ 5.50 today and selling on Friday 28th no matter the outcome.
    Mar 26 12:00 PM | 4 Likes Like |Link to Comment
  • AMD Looks Finished [View article]
    Another worthless article from AE to elicit comments and grab attention. However, I do enjoy reading the comments, skip the article and go straight to the comments. AE, thanks for making my day.
    Mar 20 01:43 PM | 6 Likes Like |Link to Comment
  • Advanced Micro Devices: A Continuing Turnaround Story [View article]
    If you don't know how, then, I will suggest you stay out of it for your own sake. Don't buy into anything that you don't understand.
    Feb 18 11:32 AM | 2 Likes Like |Link to Comment
  • Can GameStop Adapt To New Trends? [View article]
    @Bobbert, I respect your opinion but I, for one don't feel like waiting 2-4 hours to download a game when I can drive 10 minutes and pick it up at the brick and mortar store, be it Bestbuy or Gamestop. You also assume that every gamer has a very good high speed connection which is not always the case. Yes, on new games, Amazon is a threat to these stores but on used games, GME's policy is still one of the best and this is why a lot of people keep coming back.

    Remember the video from Sony on Youtube mocking XboxOne on how gamers share used games??? Alas, most gamers prefer hard copy and PS4 sales being higher over Xbox is proving my point. Here's the link if you haven't seen it and want to get a good laugh:

    http://bit.ly/1f0Fes4

    That being said, in a few years I can see digital downloads killing GME if they don't find a way to get in the game but that's still years away.
    Feb 14 08:27 AM | Likes Like |Link to Comment
  • Can GameStop Adapt To New Trends? [View article]
    With new game prices inching up with every launch of a new console, I still see a lot of people opting in for physical copies instead of digital ones. But take away the optical drive and GME is in real trouble.

    A lot of kids still want their games the day they come out instead of waiting a couple of days from Amazon while savings only $3 bucks. In turn, they will resell these games on Ebay or trade the games for new/used games at GME stores.

    Also, the used game policy is very attractive to a lot of buyers. I bought a used game from my kid and he didn't like it so I returned it the next day and brought home 2 different used games which I kept. I can't do this with Amazon so GME is still king in the used game arena.

    The digital download argument is still weak, when it comes to games most gamers want a physical product. Unless digital games come with a substantial discount I don't see this trend taking over the industry completely.
    Feb 13 01:50 PM | Likes Like |Link to Comment
  • Advanced Micro Devices: A Continuing Turnaround Story [View article]
    Plenty of time to buy in another dip, this is a bumpy ride. Take trading spots along the way..
    Feb 12 09:25 AM | 1 Like Like |Link to Comment
  • Keryx Biopharmaceuticals: Grim Realities Of The Dialysis Market Will Result In Commercial Failure [View article]
    @ Stevern you may want to read a few articles from Nephrology News & Issues to get a feel about what the nephrologist community think about Zerenex, just saying...See excerpts below:

    http://bit.ly/1b27xqT

    Mean familiarity ratings for Keryx Pharmaceutical’s iron-based phosphate binder Zerenex increased significantly over the same quarter last year, likely because of the recent NDA submission and ongoing press and clinical activity. After reading a brief Zerenex product profile, most physicians expressed a preference to use it in dialysis patients versus CKD-ND patients.

    “Mircera, Injectafer and Zerenex, coupled together, could have a significant impact on the U.S. renal anemia market in the coming years,” said BioTrends Research Group Director Rob Dubman. “Mircera is a long-acting agent, which may provide greater patient convenience. And recent clinical trial results demonstrate that Ferinject—the brand name of Injectafer in Europe and elsewhere—reduces the need for other forms of anemia management such as erythropoietin stimulating agents and blood transfusions in CKD-ND patients with iron deficiency anemia. Lastly, Zerenex has been shown to reduce the need for ESAs and IV iron in dialysis patients in Phase 3 clinical data.”
    Feb 5 11:21 AM | 3 Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Grim Realities Of The Dialysis Market Will Result In Commercial Failure [View article]
    @ PharmaEric & Steven, in case you haven't seen this report from the CBO on how keeping oral drugs out of the ESRD bundle could actually save money to Medicare. I wouldn't be surprised if the delay is extended beyond 2016. See excerpts below:
    The delay extends inclusion of all oral medications into the dialysis bundled payment from 2014 to 2016. But according to a memo released by Finance Committee Ranking Member Orrin Hatch, R-Utah, on the CBO analysis, if the delay was extended to 2017, Medicare would achieve approximately $500 million in savings. Extending it to 2018 would result in approximately $1.3 billion in savings. A 10-year extension could lead to savings between $2 and $4 billion.
    The memo says that delaying the inclusion of oral drugs in the ESRD bundle would allow some drugs used by dialysis patients to go off patent. "Locking in a payment rate for those brand name drug rates now would be locking in a higher rate for the foreseeable future," Hatch said.
    The delay also addresses the concerns raised in a Government Accountability Office report that many smaller, rural dialysis centers might not be ready for the transition to dispensing these oral medicines in the bundle, the memo said. Many rural dialysis centers don't have the necessary certification as pharmacies to dispense the oral drugs. The GAO report also suggested there might not be enough data to figure out how much the ESRD bundled payment should be adjusted to include oral drugs.
    Feb 5 11:02 AM | 3 Likes Like |Link to Comment
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