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  • 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
  • An Update On Weatherford: Q4 2013 And What To Expect In 2014 [View article]
    Your estimates are much more conservative than anyone else. For example, James Crandall of Cowen---who's been covering the energy sector for 30+ years & is as good as any in this sector---is carrying EPS of $1.85 for 2015. Clearly a major disconnect from the analysis you provide.
    Mar 5, 2014. 12:35 PM | Likes Like |Link to Comment
  • 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