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  • A Quick Response To Ariad's Conference Call [View article]
    ARIA stock was hit by one doctor who was an outlier. Also, fast money has swapped into other biotechs with better near-term profiles. ARIA doesn't have data coming for 5 more months in one indication & then 1st line CML data (the BIG key to the stock) is still 15+ months away. The launch is fine but moderate as its for salvage patients right now and there's only so many of them.
    I'm looking to accumulate shares again but with the understanding that ARIA will have a slower lift than the last run from $7-8/sh to $25/sh.
    Apr 5 12:39 PM | Likes Like |Link to Comment
  • Auxilium Has A Proven CEO Who's On A Path To Shareholder Value [View article]
    I agree that adas is not the prophet he's being written about. He got awful lucky in finding a major sucker in ABT buying KOS, which was ultimately written off 100% as a loss. You don't see that everyday---no doubt lots of ABT people lost their jobs because of that blunder of major proportiona.

    AUXL is a ho-hum story.....
    Apr 4 03:27 AM | Likes Like |Link to Comment
  • Obagi Medical Products Acquired Wednesday, These Biotechs May Be Next [View article]
    On ACRX I show the current market cap of being over $180 mil, significantly higher than the figures you posted of $106 mil. Also, if Adam is such a wizard why isn't he buying any shares of note ? That makes no sense---put your money up. As far as being shopped---of course is being shopped. It's a post--VC play who clearly recognize that the company has more value in a larger organization with a distribution network. It would clearly surprise me if ACRX bothers to hire a sales force. Of course the same thing was said about DVAX, where their vaccine was all teed up for someone like MRK to take it over @ $10/share. That didn't happen & the stock turned into a midget's hat size ! So buyer be careful---there are many reasons to dig deeper & peel back the onion.
    Apr 3 05:41 PM | Likes Like |Link to Comment
  • Reviewing Predictions Made For 2013 [View article]
    Is SPLK likely to hit $50 ? At what price do you cover your short recommendation ?
    Apr 2 10:23 AM | Likes Like |Link to Comment
  • AcelRx Pharmaceutical's Potential Billion-Dollar Treatment Under The Radar [View article]
    Is this last week's trade idea that quickly headed south ?
    Mar 19 09:08 AM | 2 Likes Like |Link to Comment
  • Coach: Analysts Upgrade Retailer To Business Class [View article]
    I hope Coach is better than SPLK---up 40% despite a short recommendation.
    Mar 13 10:32 AM | Likes Like |Link to Comment
  • Hess: Activist Investor Unlocks Shareholder Value [View article]
    Hopefully HES makes up for SPLK and DVAX---keep up the good work !
    Mar 4 05:37 PM | Likes Like |Link to Comment
  • Betting Splunk Goes Splat [View article]
    Another great Q----up almost 10 points in 3 months !! Great work !!
    Mar 1 06:48 AM | Likes Like |Link to Comment
  • Dynavax: A Takeover Target? [View article]
    I wonder why the DVAX CFO bailed out today ???? That's not usually a good sign ! Maybe stay home with the kids ? I wonder if DNDN would buy DVAX ??!!
    Feb 27 06:21 PM | Likes Like |Link to Comment
  • Dynavax: The Path Forward [View article]
    Do you think DVAX has a better upside potential than DNDN ? Thanks
    Feb 26 04:33 PM | Likes Like |Link to Comment
  • Dendreon: Startling Results Sequencing Provenge After Medivation's Xtandi [View article]
    Would you recommend swapping out of DVAX into DNDN ?
    Feb 25 06:13 PM | Likes Like |Link to Comment
  • Dynavax Initiates New Phase I Trial For Lymphomas [View article]
    DVAX looks like a great story---thanks !
    Feb 25 06:13 PM | Likes Like |Link to Comment
  • 2013 GU: Dendreon's Neuvenge, A First Look At The Clinical Trial Results [View article]
    This is another one that fits right in along with DVAX---where the ship has sailed. I'm always amazed how people defend their losing positions and become more entrenched as they crumble in value.
    Feb 15 06:23 PM | Likes Like |Link to Comment
  • Betting Splunk Goes Splat [View article]
    SPLK up over 25% in less than 3 months ! Thanks for another great call !
    Feb 15 06:21 PM | Likes Like |Link to Comment
  • The Market Is Starting To Feel Toppy [View article]
    SPLK looks good
    Feb 7 09:22 AM | Likes Like |Link to Comment