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  • Tekmira riding another company's Ebola wave [View news story]
    There's a few treatments that have been in development for years. These things take a long time to develop and the only group that would bother to fund this research is the government. They haven't given a lot to fund it but may pick up the pace now.

    Some drugs have been tested on humans, such as Tekmira's, but they take a lot of time to come to market. The one used on the doctor's has not shown the same efficacy in Primate testing that Tekmira's has and Tekmira is way ahead. But their management is not very opportunistic and should have plowed ahead with this - especially since their drug was recently put on clinical hold.

    In desperate times you try desperate things. The belief is that Ebola isn't very viral yet and able to control. But it's looking less and less like that. Public hysteria may fuel for government research money into these companies.
    Aug 4 11:49 AM | 1 Like Like |Link to Comment
  • Gilead Sciences beats by $0.58, beats on revenue [View news story]
    Well, that's one hell of a beat. Even the revised expectations were crushed. Great job!
    Apr 22 04:08 PM | 3 Likes Like |Link to Comment
  • The Adaptive Genius Of Rigged Markets [View article]
    The bigger crook to retail traders is the outrageous broker fee's we pay for electronic trades that involve nobody. The broker is paying around 6 cents to make the trade per 100 shares generally and probably has better deals than that.

    There's a new electronic broker that is still in invite only mode called Robinhood http://bit.ly/1gNDYer which has 0% commissions. In the "How we make money" part of their Website there's this:

    "Robinhood will also receive remuneration for providing trade volume in certain markets."

    Which is sounds like taking advantage of maker-taker and likely a HFT firm behind the scenes.

    They also claim to make their money off of margin, API access and premium services as well.

    However, it's interesting that the retail investor may have a better opportunity here and benefit from maker-taker by eliminating that massive broker fee's we pay now.

    I'm on the invite list but haven't used them.
    Apr 22 10:17 AM | 1 Like Like |Link to Comment
  • DeVry Is Significantly Overvalued And It's Time To Sell [View article]
    I agree it's overvalued however there is already a significant short interest and I don't expect the legislation to have an effect until next year.

    However, I wouldn't be surprised if this stock tanked after their ER this week - but it's more of a gamble to play this short right now.
    Apr 22 09:49 AM | Likes Like |Link to Comment
  • Gilead Sciences' Solvadi Is A Game Changer [View article]
    Great company stuck in a suddenly toxic sector. Everyone knows that profits will be great but hey it's bio so look out below. If you're long might see covered calls for awhile.
    Apr 14 11:40 PM | Likes Like |Link to Comment
  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes [View article]
    What nobody mentions is that maybe, just maybe, Apple is being insanely smart with their cash position. Look at what has happened in the market and with the prospect of inevitable interest rate increases. Tech companies are EXPENSIVE to buy right now. Why not sit on the cash, help out investors a bit with a dividend and wait for panic to really come into the markets so they can buy up what they want cheap. Or should we trust what Zuck is doing buying companies at unbelievable out of touch multiples?

    These guys are doing everything right. It's not going to fly high but it's becoming a better and better place to stash the silly earnings we've all made off of biotech and technology companies like Tesla and Facebook the last year or so while we wait for interest rates to go up as unemployment goes down. I want to be in a company selling to consumers with new jobs and no need to borrow cash.
    Apr 14 11:33 PM | 3 Likes Like |Link to Comment
  • Take Advantage Of Legislative Grandstanding By Buying Gilead At A Discount [View article]
    Lots of outflow from ETF's and other funds forcing the sell of the backing asset is my theory.

    Market isn't always rational and I believe we're in a secular bull market and this is just part of a natural correction process. A big one, but a correction at that. I'm using this opportunity to take some previous profits and build position in names like GILD.
    Mar 28 04:37 PM | Likes Like |Link to Comment
  • Take Advantage Of Legislative Grandstanding By Buying Gilead At A Discount [View article]
    And you now have a stockpile of livers for people with other issues. This benefits all of the world.
    Mar 28 04:33 PM | 1 Like Like |Link to Comment
  • Tekmira Pharmaceuticals: A Technology Delivering Superstar [View article]
    The management should be commended for getting that kind of cash at exactly right time. As a long term holder this puts the company at a very advantageous so although I'm disappointed about the pullback, I also see it as a buying opportunity.

    It has bounced back but has a range of like 22-25 right now and I suspect it can break to 20 still at which point I have a large buy order.

    The have some great contracts, great pipeline, best RNAi tech and will have new pipeline additions this year.
    Mar 27 03:11 PM | 2 Likes Like |Link to Comment
  • Take Advantage Of Legislative Grandstanding By Buying Gilead At A Discount [View article]
    It's cheap and the 1 argument I hear against it is Solvaldi is priced in and they won't be able to sustain the growth/income over time. The reason being that small biotech's are all expensive now and there are no deals out there, etc. Some like to compare it to AAPL in its current state.

    But the contradiction to this is that if biotech - especially the micro and small cap stocks which are down anywhere from 30%-40% the last few weeks are the targets for acquisition it's easy to see that proven winners like GILD will be able to acquire these down the road as money dries up at the small caps.

    These guys have an incredibly underrated pipeline and will have more than enough cash to win bigs on "the next big thing" and this company, although a mega cap, acts like a growth company. Because it is a growth company.

    The support is at 69 and I expect this to range from 70-75 the next few weeks or months until ER and Waxman and his cronies are put away and the narrative changes.

    Buy a percentage on all these little dips and I'm going as far as to buy calls - which are pretty cheap all things considered letting me have a longer window and lower strike for my budget and risk tolerance. I suspect this will pop big before most people even know it - but until then doldrums and accumulation. It's rare to be able to buy something with as little risk as GILD and still have high potential profits.
    Mar 27 02:45 PM | 2 Likes Like |Link to Comment
  • GILD, BIB, Others: How Worried Are Market-Makers About 'Government Pricing?' [View article]
    I'm not even sure that's Constitutional in the USA. The FDA exists to protect the safety of citizens. The free market in the USA allows the market to determine prices. They can't disallow a product that passes their review to not be sold because they disagree about the price. We still have a mostly private health case system.
    Mar 25 05:38 PM | 1 Like Like |Link to Comment
  • GILD, BIB, Others: How Worried Are Market-Makers About 'Government Pricing?' [View article]
    He's either, as the author stated, ignorant or intellectually incompetent. He's a clear exhibit of the failure of our constituency to elect officials who have any ability to guide the country to a better future.
    Mar 25 04:36 PM | 2 Likes Like |Link to Comment
  • GILD, BIB, Others: How Worried Are Market-Makers About 'Government Pricing?' [View article]
    I don't know - every market is different. Many software companies don't have flat pricing across the board. They'll charge larger institutions more money to use the same product as smaller ones. This is common in many businesses.

    The drug creates an export that gets taxed by the US Government - so that's the rebate.

    It's of no concern to me that someone in Egypt gets the same drug at a 98% discount. It's what their market can pay.

    Thing is pharmaceuticals and their pricing isn't the problem. Endless lawsuits which lead to many unnecessary procedures, insane hospital and ambulance fee's and all the other silly costs are far worse than drug prices. Consumers see drug prices more though as we often have to pay for them. But, generics come out eventually and make it cheap.

    Blaming drug companies is barking up the wrong tree. In fact, they often lower overall costs as their drugs keep people healthy, out of hospitals and ambulances.
    Mar 25 04:32 PM | 3 Likes Like |Link to Comment
  • Mr. Market Loves Jazz Pharmaceuticals, Time To Sell [View article]
    It's hard to call the entire biotech industry a bubble as many advancements have come to fruition over the last couple years and many companies are still quite undervalued. We like to call large gains a bubble and as a whole we are ever so cautious now (this is mainly good) but I wouldn't call the sector as a whole bubbly. Many biotechs have been so incredibly undervalued by the street for years and are just now beginning to get fair valuations. One only has to look to the RNAI/mRNA field and look at a company like Tekmira (TKMR) to find value.

    The fact JAZZ is building a larger office is typical and a sign of health. I would protect my large gain if suspicious with PUTS as insurance rather than outright dumping the stock. The upside potential makes OTM put insurance a reasonable strategy for those sitting on rare gains.

    As an aside, the first thing one should learn in the market (usually by experience) is patience and sitting tight when right. Everyone is so anxious to bite into that profit they end up losing out on the sweet part of their profit. If you're up 500k then spend the money on a put strategy to protect yourself. Why sell out?
    Feb 25 09:47 PM | 1 Like Like |Link to Comment
  • Tim Hortons: Buy Its Shares To Win [View article]
    Dark roast coffee and roast beef sandwiches are innovations now, eh?
    Feb 25 09:29 PM | 1 Like Like |Link to Comment
COMMENTS STATS
53 Comments
142 Likes