Seeking Alpha

cnylax44

cnylax44
Send Message
View as an RSS Feed
View cnylax44's Comments BY TICKER:
Latest  |  Highest rated
  • AcelRx Pharmaceuticals To Submit NDA By End Of September, May Be Acquired Soon [View article]
    Strange....you wait until ACRX pops 3 points before commenting. Funny world !
    Jul 6, 2014. 08:15 PM | Likes Like |Link to Comment
  • AcelRx Pharmaceuticals To Submit NDA By End Of September, May Be Acquired Soon [View article]
    Just curious---did you stop following ACRX ?????? Lots of comments were made but nothing in quite some time. Was something misplaced ???
    Jun 23, 2014. 10:31 PM | Likes Like |Link to Comment
  • American Airlines Group: A Strong Buy [View article]
    The recent seat price hikes in the US should benefit AAL as they have 70% exposure to N. America. Much of he increases will off-set fuel costs which have crept up to above $3/gal. Many analysts are currently modeling $3.07-3.12/gal in their estimates so that currently not that big of an issue.
    US traffic continues to expand strongly & their N. American alliances are also doing well. Also, as AAL is a post-bankruptcy company many institutional investors are not allowed by charter to invest at this time, leaving AAL dramatically lower in institutional holders than DAL, LUV, UAL. That should change in time (especially if AAL is added to the S&P 500). On top of that you have many synergies on the horizon---especially in 2015. This all sets up AAL to generating EPS of $7/share in time---which can give a reasonable valuation of $55-70/share over the next 12-18 months.
    Jun 19, 2014. 08:51 PM | 1 Like Like |Link to Comment
  • $5 Or Less: 3 Small, Speculative Biotechs On The Move [View article]
    Are you still a big fan of DVAX ??
    Jun 17, 2014. 02:32 PM | Likes Like |Link to Comment
  • AcelRx Pharmaceuticals To Submit NDA By End Of September, May Be Acquired Soon [View article]
    Any current thoughts on ACRX ? Stock is down to $8.30, having trouble catching a bid.
    Jun 6, 2014. 05:31 PM | Likes Like |Link to Comment
  • Getting Ultra-Bullish On Dynavax [View article]
    I am short DVAX & wonder if you still maintain your bullish comments---thanks ! I love this DVAX----management decided not to sell2 years ago @ $5+ and shareholders have suffered ever since. What a disaster ! Former CEO Dino couldn't even resign when he wanted to sell as an exit strategy but the board didn't want to sell ! amazing !
    May 21, 2014. 11:25 PM | Likes Like |Link to Comment
  • Weatherford Is A Good Buy [View article]
    Good summary of the Credit Suisse upgrade !
    May 8, 2014. 08:17 AM | Likes Like |Link to Comment
  • Has Alexion's Stock Gotten Ahead Of Itself? [View article]
    So you scalped ALXN for a few bucks & left a $150/share on the table ! good call ! And you say "you know the story better than most" ? Who could you possibly be comparing yourself to ???
    Apr 23, 2014. 07:57 AM | Likes Like |Link to Comment
  • In A Shaky Biotech Market, Alnylam's Prospects Are Getting Stronger [View article]
    $80 is the "floor price" for a stock trading at $62 ???? Interesting logic ! I want what you're drinking ! Cheers !
    Apr 9, 2014. 08:59 AM | Likes Like |Link to Comment
  • In A Shaky Biotech Market, Alnylam's Prospects Are Getting Stronger [View article]
    $80 is the "floor price" for a stock trading at $62 ??? Interesting logic---I want what you're drinking !! Cheers !!
    Apr 9, 2014. 08:54 AM | Likes Like |Link to Comment
  • Theravance Is A Classic Ben Graham Bargain [View article]
    It's interesting that you look to guesstimates for 2016 but fail to even look at the slow rollout for 2014 on the new product front which is falling behind wall street estimates. Before 2016 it would be interesting to see what kind of momentum GSK could round up in 2014 & then into 2015. That is why the stock has been dropping, as it has been a quiet "sell" among analysts for the sloppy Breo rollout. As far as the ELN deal I wouldn't use that as much of a benchmark either---as that was voted down & did not have much chance of success anyway. Hard to remotely see THRX as a "value" stock but more of an aggressive growth equity. Very surmising also to see Klarman in THRX as well---though he has a fondness of reaching for the stars with a few biotech names in his portfolio that would make Ben Graham spin in his grave.
    Apr 5, 2014. 03:56 AM | Likes Like |Link to Comment
  • 3 Reasons To Buy Dendreon [View article]
    I wonder how DNDN is ever going to weather their massive debt overhang along with the significant competition that has come on over the last year. Management defections also are very troubling to the outlook for DNDN.
    Mar 24, 2014. 10:32 AM | Likes Like |Link to Comment
  • Rigel Pharmaceuticals: 7 Reasons To Buy This $7 Drug Stock [View article]
    Now is the time to look at Rigel---a potential huge move from these levels over the next 12-24 months.
    Mar 20, 2014. 06:50 PM | Likes Like |Link to Comment
  • Has Alexion's Stock Gotten Ahead Of Itself? [View article]
    Have you had a chance to do a little more "research" on ALXN ??? By chance are you new to this company & sector ? I see articles written on a wide variety of industries is the reason I ask. Also, there has been a great deal of information put out in the public markets of late by the company as well a broad variety of experienced sector analysts. By chance have you ha any opportunity to review them ? You may find them very informative.
    Mar 11, 2014. 10:18 PM | Likes Like |Link to Comment
  • An Update On Weatherford: Q4 2013 And What To Expect In 2014 [View article]
    You may wish to review what people on the other side of the trade are saying. That may help "keep t real".
    Mar 5, 2014. 12:35 PM | Likes Like |Link to Comment
COMMENTS STATS
129 Comments
70 Likes