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cnylax44

cnylax44
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  • An Update On Weatherford: Q4 2013 And What To Expect In 2014 [View article]
    WFT has been a long-term disappointment, underperforming for the last 3-5 year & plagued by all of the information noted in the rearview mirror. However, this ugly duckling is an attractive risk-reward candidate looking out over the next 12-18 months---as they FINALLY get their hands around their myriad issues & become the fastest earnings grower in their peer group. WFT has the potential to be in the low-mid $20's over the next year & with 4 high quality business lines left could generate $2.50 in earnings power in 2016. At 15X earnings one could make a very plausible case for WFT being a $35+ stock. That's the future that I am looking at.
    Mar 5, 2014. 10:17 AM | 3 Likes Like |Link to Comment
  • After Citron's Allegations, Is Questcor A Contrarian Buy? [View article]
    Those puts were a good call.
    Feb 28, 2014. 07:42 PM | 1 Like Like |Link to Comment
  • Has Alexion's Stock Gotten Ahead Of Itself? [View article]
    You clearly are new to the ALXN story & are doing simplistic research on the rare orphan drug space. Why do you think the major holders are increasing their positions ? To lay the stock action at the foot of Deutsche Bank is a joke; you can find another dozen other research analysts who have been following ALXN for years to provide detailed commentary if you would dig just a little bit.
    Feb 19, 2014. 04:36 PM | 1 Like Like |Link to Comment
  • Can The Rally In Biotechs Keep Its Momentum? [View article]
    Are you remotely familiar with ALXN & their product portfolio ? From your commentary it would seem not. I don't believe you are very familiar with the biotech sector.
    Feb 17, 2014. 09:13 PM | Likes Like |Link to Comment
  • Baker Brothers' Holding Cerus Flying Under The Radar With Catalyst Upcoming [View article]
    Nice day yesterday for CERS --- up 6.5%. Also, do you really think a million share+ CERS position is really that meaningful for Baker Bros ? They have more than that in THLD which has underperformed as well.
    Feb 11, 2014. 08:45 AM | 2 Likes Like |Link to Comment
  • Betting Splunk Goes Splat [View article]
    I am considering hedging or selling SPLK ----what's your current outlook now that the stock has tripled ? Thanks again for your insights !
    Jan 22, 2014. 02:19 AM | Likes Like |Link to Comment
  • Following Smart Money: Baker Brothers LLC Investments In 2013 And Beyond [View article]
    You failed to note that BakerBoys have owned almost 25% of XOMA ! XOMA....go figure !
    Dec 22, 2013. 12:20 AM | 1 Like Like |Link to Comment
  • Dynavax: Embarking On A Run Propelled By 2 Potential Approvals [View article]
    Did you miss the 80,000,000+ shares sold by the company at $1.07 (!!) over the last 60 days ???? You would have picked up this information if you merely reviewed the company news or their website. The balance of the article is a summary of previous articles posted.
    Dec 19, 2013. 07:50 AM | 2 Likes Like |Link to Comment
  • AcelRx: Huge Potential With Limited Risk [View article]
    There are no sources other than previous Seeking Alpha articles which are summaries of underwriters research reports.
    Nov 27, 2013. 07:34 PM | Likes Like |Link to Comment
  • The Biotech Merger And Acquisition Buzz List [View article]
    What do you attribute the major smackdown ACRX has seen over the last month ? Wow !
    Nov 6, 2013. 11:05 AM | Likes Like |Link to Comment
  • Dendreon's Provenge: A Major Focus At The European Cancer Congress 2013 [View article]
    Still waiting to hear how DNDN is going to address their extremely dire balance sheet.
    Sep 17, 2013. 09:36 AM | Likes Like |Link to Comment
  • Theravance Is Splitting Into Two Very Appealing Companies With Medium-Term Upside Of At Least 50% [View article]
    Please check your facts before publishing. On June 17, 2013 shareholders of Elan rejected the $1billion purchase of royalties from Theravance. This recommendation also goes to any editorial oversight as there are numerous factual errors in this article.
    Aug 30, 2013. 02:56 PM | Likes Like |Link to Comment
  • Dynavax: Assembling The A-Team [View article]
    DVAX has been a disaster. I bet each one of these people wish they could have made another choice than to come to this sinking ship. Way too many issues behind the scenes that have gone on by the board of directors over the last few years.
    Jul 9, 2013. 09:59 AM | 1 Like Like |Link to Comment
  • Dynavax: FDA Asks For Additional Safety Data [View article]
    What a disaster this company has been---including their management & certainly their board of directors.
    Jun 10, 2013. 01:02 PM | 1 Like Like |Link to Comment
  • Trading Ahead Of The SAC Capital Fire Sale [View article]
    DVAX looks very interesting here.
    Jun 10, 2013. 09:01 AM | Likes Like |Link to Comment
COMMENTS STATS
113 Comments
40 Likes