Seeking Alpha

cnylax44

cnylax44
Send Message
View as an RSS Feed
View cnylax44's Comments BY TICKER:
Latest  |  Highest rated
  • 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 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 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 09:01 AM | Likes Like |Link to Comment
  • Jim Cramer Is Wrong About P&G [View article]
    Leave Cramer out of it. The guy professes to know almost every stock but needs to look at a chart book before making a comment. Many of his comments often are for "today only" and don't often have much impact outside of the TV trade. Watch his comments, for example, when he speaks on biotech----clearly someone is guiding him there. I agree that he's spread far too thin but he has a lot of fires in the iron.

    Bottom line you have to do your due diligence and decide what fits for you. Cramer has an opinion and style that seemingly works for him---do your best to find your own direction.
    Jun 4 08:40 AM | Likes Like |Link to Comment
  • Betting Splunk Goes Splat [View article]
    Any additional thoughts on SPLK from their conference call ?
    Jun 2 03:40 AM | Likes Like |Link to Comment
  • Trading Ahead Of The SAC Capital Fire Sale [View article]
    DVAX and DNDN both look like excellent plays.
    May 28 09:46 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - The Difference Between Hewlett-Packard and ChannelAdvisor (5/23/13) [View article]
    Krammer on HPQ----don't touch it, I don't like it, don't buy it----LAST YEAR when it was a young teenager. I guess his chartbook told him to stay away. When a stock is weak on the charts stay away---when its strong buy buy buy.

    I guess when you rifle shot hundreds of stocks every week you need the chart book more than ever. The result----buyer beware of krammer if you don't realize this.
    May 24 04:40 PM | Likes Like |Link to Comment
  • Betting Splunk Goes Splat [View article]
    Since SPLK has had such a great move handily crushing the market averages on your great forecast-----should I consider taking some my significant gains off the table or let them run ? You are obviously much closer to the situation than I am & can probaly provide greater insight in the current environment.
    May 2 02:53 AM | Likes Like |Link to Comment
  • Vertex Spikes On Phase II Data, Then The CFO Sells His Shares [View article]
    Did you bother to check the expiration date on these options ? Were they close to their expiration date ? Are you remotely familiar with option terms in the compensation packages for company executives ?
    Apr 24 10:19 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
101 Comments
31 Likes