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  • Gilead: Long-Term Investors Should Buy Any Dip [View article]
    GILD is the new AMGN---slower growth, pays a dividend, excellent at financial engineering, a nice portfolio stock. At $ 160 billion market cap it's best days are in the real view mirror.
    Feb 5, 2015. 09:46 AM | 8 Likes Like |Link to Comment
  • DynaVax Technologies: The Small Cap Gem Focus Stock Of The Week [View article]
    You should go back & review your original comments on this as well as the posted commentary. It appears that you failed to peal back the onion on this the last time you recommended this---CEO forced out, unsuccessful company sale, difficulty in attracting new leadership. This may work a bit better this time but more due diligence is necessary so retail investors don't get led once again to being slaughtered.
    Dec 10, 2014. 03:08 PM | 5 Likes Like |Link to Comment
  • ACADIA Pharmaceuticals At $30: The Upside Doesn't Justify The Risk [View article]
    Good analysis---as this operational disaster under the previous CEO isn't being fixed overnight. Wall Street analysts are drinking the "potential" Kool-Aid and not digging enough to see the difficulties inside the company. I wouldn't be surprised at all to see further delays as ACAD continues to struggle internally.
    Mar 26, 2015. 01:33 PM | 3 Likes Like |Link to Comment
  • Gilead, Mylan, And J&J: Cheap Compared To Peers [View article]
    You are a riot ! I get a kick out your analysis----grouping hundreds of companies under one heading "biotechs" and then comparing them ALL to megacaps like JNJ, GILD & even a changing generic MYL.
    Mar 6, 2015. 02:00 PM | 3 Likes Like |Link to Comment
  • Pharmacyclics Could Very Well Be The Next Alexion Pharmaceuticals [View article]
    You must be either new to ALXN or new to the sector.
    Feb 23, 2015. 03:33 PM | 3 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
  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    Amazing---another example of off-the-cuff analysis. Stock TRIPLES in value & not a word is heard. It just goes to show how little people know about the subjects they post articles on.
    Mar 18, 2015. 10:37 PM | 2 Likes Like |Link to Comment
  • Despite Positive Phase 3 Results, Radius Health May Warrant A Short Sale [View article]
    You failed to note that one of the premier biotech analysts for the last 20+ years on Wall Street---Dr. Eric Schmidt of Cowen---says that RDUS should trade to the low $60s after this very important data was announced. It is very rare that Schmidt is ever this aggressive on a biotech stock.
    RDUS is moving up in value as the assets are clearly worth more to an acquirer --- such as LLY -- than as a stand-alone. Also, this data de-risks a substantial drug. It does not appear that LLY's Forteo was able to hit these endpoints & LLY should consider buying RDUS if they want to extend the life of Forteo---which does go off patent in 2018.
    Dec 31, 2014. 08:30 AM | 2 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
  • 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 Pharmaceutical's Potential Billion-Dollar Treatment Under The Radar [View article]
    Is this last week's trade idea that quickly headed south ?
    Mar 19, 2013. 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, 2012. 12:10 PM | 2 Likes Like |Link to Comment
  • Michael Kors: Will The Post-Earnings Stock Declines Ever End? [View article]
    It may be time for you to discover the many bear arguments out which has helped drop KORS 30 points or so. Clearly the institutional investors are not buying your P/E argument.
    Feb 6, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • My Best Idea For 2015 - American Airlines [View article]
    Your article is a good summary of all of the Wall Street research that is out there supporting AAL.
    Jan 21, 2015. 07:54 AM | 1 Like Like |Link to Comment
  • Finding Small Cap Gems Within Biotech [View article]
    You've written extensively on DVAX in the past----is this one ever going to make it ? I don't think I have two decades to wait to see if its the next GILD.
    Sep 20, 2014. 10:01 AM | 1 Like Like |Link to Comment