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Does "interchangeable" convey a market advantage in the case where the price of MNTA's FoB is priced similarly to a non-interchangeable?
Is it the case where a doctor prescribes Humira and that gets auto switched to MNTA FoB because of PBM/insurance/other rules whereas the non-interchangeable has to be explicitly prescribed?
Can someone refresh my memory where MNTA stands in the first-to-market race for a Humira FOB? I seem to remember at least two other development programs ongoing. Thanks.
I have no dog in this fight but that study was funded by the American Assoc. of Nurse Anesthetists.
Looks like algorithmic buying to me. They like to break large orders up into 100-200 share lots.
I first read about liquid fluoride thorium reactors a number of years ago. None of the authors ever tried to pierce the veil as to why these reactors, designed/built/tested decades ago, have not been able to become commercial. I gave up, assuming they are just another victim of regulation that I'm largely ignorant of.
MITI: I have to give credit to poorgradstudent for getting me interested enough to look into it. Big thanks.
Yes. I wish I could say "unbelievable". But alas...
>Agomelatine
Peter, was this a sleep trial or depression? I've only read anecdotal stuff about sleep quality for agomelatine.
Chris
Regarding the sleep article: I wonder if this ground hasn't been plowed before -> Agomelatine (amongst others). It may hit both MT1 and MT2, but may be more receptive at MT2 overall. Anyway, I'd love to have a low side-effect drug to help with sleep quality.
Thanks for posting the article, IJ.
MNTA: galactose-alpha 1, 3-galactose caught my eye. This mammalian carbohydrate is thought to be allergen responsible for beef, pork, and lamb allergies theoretically caused by tick bites. It's popping up more frequently on the east coast in recent years. I have this allergy and haven't eaten beef or pork (on purpose) in nearly 4 years. Thanks for tolerating the tangent.
You're exactly right. The site I use to look at MNTA holders must not be completely updated even though I would have expected it to be so given 13F-HR's were due yesterday (I think).
Thanks for the correction.
MNTA: Largest sellers
T Rowe Price (3.70MM [shares])
Wellington (1.47MM)
Morgan Stanley (1.34MM)
Citigroup (0.95MM)
Deutsche Bank (0.86MM)
Largest buyers
Primecap (0.65MM)
Northern Trust (0.62MM)
Discovery Capital (0.46MM)
Oppenheimer (0.46MM)
FMR (Fido) (0.30MM)
It's not a "problem" with call options. I'm afraid it's a lack of your understanding of how implied volatility, and not just the price of the underlying, affects the price of the contract.
HEK: It's interesting that in their last qtrly report they announced that they had purchased 200 new LNG rigs for NG fracking waste water transport.
One of their clients is going to supply at least some of the LNG if I remember correctly. I don't know the economics of the decision, but as far superficial synergies go, it looks like a good one.
I thought that "subsurface assets" were owned by the state in the western U.S. too. Not that I disagree with your argument.
Speaking of thorium...have any insight into the progress of developing liquid fluoride thorium reactors in the U.S.? Ever since I read a Wired article about them a couple of years ago, I've been fascinated by their promise.
But I'm assuming that "promise" is all that's there right now.
Do companies like Heckmann use subsurface disposal for the water they treat? Or is there more than one way to handle fracking waste water?
Thanks.
Thanks, Dew. Completely out of my element here, and it's not my money potentially going in. Just trying to help out a friend.
Treating alcohol dependence...potential market size? A private company that I'm aware of has completed a Ph 2B with their drug combination to treat alcohol dependence. Another round of funding is required, and I'd like to get a read on potential market size for this indication. Any non-WAG appreciated.
Jeez, Peter. Quit talking me into it :)
Thanks for the thoughts.
Chris
SLXP - Would anyone like to try to handicap the binary event related to Xifaxan for IBS that's coming up?
MNTA - Options - Didn't expect my short Feb put position to be making me money today. Was going to sell more given the drop and rise in volatility but the juice isn't there.
Heads-up from the FDA? Makes you wonder.
[OT]-quiz -> "lied in wait" Ouch!
MNTA: Lots of put action in Sep 15's and Oct 14's. Since the Sept 15 2000 contract trade(s) executed at the bid, I'm assuming someone is trying to capture some premium and not taking a bearish position (obviously, given 2 days to expiration). I'm guessing the Oct 14 trade was for a similar reason.
Disclaimer: I sold Oct 14 puts today too. But not the large amount :)
If true, that's pretty amateur selling. I wouldn't imagine the someone who knew what they were doing would need to show their hand like that. Plenty of execution algos out there that keep your size/intent hidden.
DD, take a look at CBI for a tag-a-long play. <EOM>
The worst that happens is that you buy some stock that has gone below your strike price. Choose strike wisely. I'm not advocating this strategy to anyone, however.
I only use my various options strategies on stocks I have followed for a long time. I can easily believe the outrageous premiums on DNDN options.
However, can you short any puts in DNDN at a strike where stock traded pre-jump to the 20's? Don't think so.
MNTA: I shorted more Sept puts today, too. I can't believe how much ppl are paying for as far OOTM as I'm shorting. Gotta love the perceived uncertainty around this stock.
RIG: That's the way I read it too, DD. I fully expected, with its recent volatility, RIG to be down $3-$4 today. If these investigations turn up anything "chronic", BP will find a way to dump a lot of liability on RIG.
Yes, I hesitated mentioning that ticker for that very reason. However, it has a few things going for it. One, of all of its peers (XOM, CVX, COP,etc), it's [daily price % chg] the most positively correlated to NG. Two, it's very highly correlated to the purer NG plays in the basket like CHK. Three, and most important, its trading liquidity, in context of this basket, is important to my employer. Therefore, if I'm going to keep up with one of the integrateds, for now it's going to be OXY. Blade, could certainly do without OXY.
As it is, this interest in NG is only a tiny part of my job and the rest is not concerned with individual equities at all.
Chris
OXY may not stay the most correlated to NG now that XOM has munched XTO.
I try not to recommend stocks, as you can imagine why. :) No quicker way to make a fool of yourself. My basket of NG stocks, which is dynamic, includes the two you mentioned plus UPL, EOG, APA, QEP, APC, and OXY. There may be others that come and go. Clearly, there are not many pure NG plays. You also need to remember that I don't really look at the small-cap E&P very much.
Chris
In general, I think we all judge credibility based on what people say compared to what we (individually) believe to be intelligent. DD, you're very good about pointing out lazy, moronic, ignorant, etc. errors in corporate or analysts' reports of all kinds. I'm sure these issues help you filter, in the future, who you spend your limited time reading.
Specifically, UNG suffers from the same problem that plagues USO.
Not an attack on you at all, go seek, and I appreciate the NG commentary on this thread. I'm going to respond in another post about UNG specifically.
MNTA: As I'm long only a small position, I thought that I'd take advantage of the volatility to short some Sept 15 puts, never expecting that I'd actually sell them given my price.
SURPRISE! Someone bought them.
So, I might now be buying more MNTA in Sept. under $14. Doesn't seem that realistic.