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  • Michael Kors: Investors Overreact On Q4 2015 Earnings Release [View article]
    The fundamentals are very strong ? Is that why the stock has been cut in half ? Which of the last FOUR earnings releases are investors overreacting to ?
    May 28, 2015. 04:19 PM | Likes Like |Link to Comment
  • MEI Pharma To Move Pracinostat Into Phase 3 As Data In Elderly AML Continues To Impress [View article]
    Cantor Fitzgerald recommends MEIP with a $7 target price.
    May 27, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • Gilead Sciences - No Need To Gild The Lily [View article]
    Are you saying you have no idea as to why GILD has been trending sideways for almost the last year ? Maybe it would be a good idea for you to read some of the voluminous research reports that are available on the company.
    May 12, 2015. 11:34 AM | 5 Likes Like |Link to Comment
  • Baker Brothers' Holding Cerus Flying Under The Radar With Catalyst Upcoming [View article]
    XOMA has been a loser for 25 years---amazing that they're still around. I wondered why the Bakers got involved with this pooch & weren't surprised when then cut their position. Its funny how people follow other people blind.
    May 5, 2015. 11:06 PM | Likes Like |Link to Comment
  • Baker Brothers' Holding Cerus Flying Under The Radar With Catalyst Upcoming [View article]
    CERS has been a great stock to avoid over the last 5 years. It show not to follow others blindly into stocks.
    May 5, 2015. 11:03 PM | Likes Like |Link to Comment
  • American Airlines: Market Still Underestimating The Benefits Of Lower Fuel Prices [View article]
    You must be new to the airline sector as this data has been published many many times. Did you know that airline stocks were the big winners LAST year ?
    Apr 23, 2015. 03:20 PM | Likes Like |Link to Comment
  • ACADIA Pharmaceuticals At $30: The Upside Doesn't Justify The Risk [View article]
    Kaz---I think you need to speak to key people INSIDE the company to know what's going on. Reposting a prèss release is nice but generally filled with some fluff---as this one is.
    Apr 7, 2015. 11:49 PM | Likes Like |Link to Comment
  • Alexion Pharma Is A 'Wait And See' Story [View article]
    No doubt you are showing up at the curb at the same time and trying to make an investment judgment as if this was an auto company. Good luck to you as well. Premier biotech companies like ALXN earn their stripes every day so if you want to show and guesstimate what's going on at the company you are more than welcome to do just that. That's why most retail people are hardly aware of this $35+ Billion market cap company. I guess T Rowe, Fidelity, Capital Guardian with their $billions$ invested in ALXN do not closely share yours or the rookie author's opinion on the company's outlook. No surprise there at all. Numbers don't lie----CONSISTENT 30+% top line & bottom line performance---quarter after quarter---year after year----get in the game. Do some homework---it may help you out possibly some day. People do lie and lazy people get hurt-------try to avoid that trap.
    Apr 7, 2015. 11:45 PM | 1 Like Like |Link to Comment
  • Alexion Pharma Is A 'Wait And See' Story [View article]
    It's clear that you are new to the ALXN story & obviously not close to what is going on at the company. Perhaps you go back and read the quarterly conference calls over the last 3 to 4 years to give you a closer feel. There are also some excellent sell-side research reports that may give you insight as to why ALXN has been one of the most powerful and innovative growth stories over the last decade and remains so going forward. Please do some real work next time as this "analysis" hardly tells investors what is gong on.
    Apr 7, 2015. 08:21 PM | 1 Like Like |Link to Comment
  • What Rite Aid Investors Should Expect From Earnings, Guidance And The Stock [View article]
    Not much new here. Stay the course---the trend remains strong, especially with March same store sales comparisons up 4.3% in March. Company guidance will be conservative so that they can meet & beat. No surprise there.
    Apr 4, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • ACADIA Pharmaceuticals At $30: The Upside Doesn't Justify The Risk [View article]
    Good analysis---as this operational disaster under the previous CEO isn't being fixed overnight. Wall Street analysts are drinking the "potential" Kool-Aid and not digging enough to see the difficulties inside the company. I wouldn't be surprised at all to see further delays as ACAD continues to struggle internally.
    Mar 26, 2015. 01:33 PM | 3 Likes Like |Link to Comment
  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    Amazing---another example of off-the-cuff analysis. Stock TRIPLES in value & not a word is heard. It just goes to show how little people know about the subjects they post articles on.
    Mar 18, 2015. 10:37 PM | 2 Likes Like |Link to Comment
  • Biotech: Expect The Sector To Underperform Going Forward [View article]
    Lots of generalizations applied to microcap & small cap companies which are in the developmental stages. Profitability doesn't just happen over night or go out the window if the Fed chooses to raise rates from ZERO. This is not Paul Vilker raising rates to double digits.

    I also don't see too much understanding on WHY biotechs have outperformed over the cycle. I like the comparison to REITs ! That's a good one ! Small developmental companies vs. managing rents !
    Mar 16, 2015. 04:20 PM | Likes Like |Link to Comment
  • Gilead, Mylan, And J&J: Cheap Compared To Peers [View article]
    You are a riot ! I get a kick out your analysis----grouping hundreds of companies under one heading "biotechs" and then comparing them ALL to megacaps like JNJ, GILD & even a changing generic MYL.
    Mar 6, 2015. 02:00 PM | 3 Likes Like |Link to Comment
  • Pharmacyclics Could Very Well Be The Next Alexion Pharmaceuticals [View article]
    You must be either new to ALXN or new to the sector.
    Feb 23, 2015. 03:33 PM | 3 Likes Like |Link to Comment