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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 10:17 AM | 2 Likes 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 07:50 AM | 2 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
  • Betting Splunk Goes Splat [View article]
    Is this call as good as your call on DVAX ?
    Nov 20 12:10 PM | 2 Likes Like |Link to Comment
  • After Citron's Allegations, Is Questcor A Contrarian Buy? [View article]
    Those puts were a good call.
    Feb 28 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 04:36 PM | 1 Like 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 08:45 AM | 1 Like 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 12:20 AM | 1 Like 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 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
  • Positives Mounting For Priceline [View article]
    Give that man his $100 for "covering" PCLN ! Outstanding, leading edge !! Wow---reiterated Buy at TheStreet !!!
    Jan 4 10:46 AM | 1 Like Like |Link to Comment
  • AcelRx Pharma: Pain Drug Developer With A Pair Of Q1 2013 Phase III Catalysts [View article]
    Good summary.
    Dec 22 10:17 AM | 1 Like Like |Link to Comment
  • Halloween-Like Fears Influence Small Pharma Trading Techniques For 4Q 2012 [View article]
    ACRX----Randall Stanicky of Canacord Genuity assumed coverage today on the stock with a Buy, target $8, with catalyst heavy path into year-end data. Some of the comments are nicely summarized in the SA article.
    Oct 10 10:29 AM | 1 Like Like |Link to Comment
  • MLV & Co Sees 146% Upside For Dynavax Technologies' Shares [View article]
    This is just a rehash of other previous SA pieces where those issues have been addressed. There is nothing new to update the story at all---no management changes, confustion over the faulty stock offerings, the change in company direction to go it alone. I would have thought that the analyst noted would have been more clued in to the story or the timelines as to the vaccine approval process. Unfortunately the internal management & board issues changed DVAX from being a very nice investment story to one which now unfortunately is a trading stock within its ranges.
    Sep 5 11:43 PM | 1 Like Like |Link to Comment
  • Ariad Pharmaceuticals Gearing Up For Ponatinib's Approval [View article]
    Good summary piece tying the pieces together.
    Aug 29 07:33 PM | 1 Like Like |Link to Comment
COMMENTS STATS
91 Comments
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