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Dew, Message link you post in your posts lately , are not working when you click on them. Something wrong with platform? Thank you.
What do you think about Bernie, if gets primary ?
Well said. Cramer is pathetic
Hi Dew, why the weakness.? Today
RVNC - I don’t see any news. Anyone know reason for weakness. It’s trading terrible!!!
Agree . Thanks ??
Yes it was from 70 to 61. Do these target matter at all. Geez it hurting ! It’s great long term buy. Ouch!!!
SBGI (Sinclair broadcasting ) : Q for board. Anyone can opine why is it down more than 8% ? Thanks
Thank you, they are carefully strengthening their oncology portfolio, I like that . Thank you for info, much appreciated!
Yes I am aware you were big fan of Monsanto and it worked out great for you. Yes agree with your bayer thesis, I feel like they are growing cancer franchisee and litigation risk somewhat priced in. I will keep on eye for mkt swoon to grab some. Thank you
Thanks for comprehensive feedback as always. I was looking at Bayer recently. I know “Round Up” lawsuits, having said that, isn’t it reflecting in price. Don’t you think at some point it becomes attractive enough to own. TIA.
Abbv has north of 6% yield and feel like overall better company than BMY. Thoughts?
Thank you again .. sir!
Thanks ??
CLF , anyone know why the fall? Really perplexing!!
Would you buy it if it becomes public ?
Thanks
Hi JL. Can you please elaborate on dental problem please . Thanks
Thank you sir! Much appreciated. Thankful to have someone like you share well articulated and non biased opinion. Hard to find. ??
Hi Dew, do you think CLF IS good buy here . TA.
Thank you!
Couldn’t agree more , smart dude for sure !!
Hello, JL. Long time watcher! Amazing work by you ( one of the smartest guy I know on social platforms) flaxseed oil has significant amount of omega 3 with very little omega 6. What do you think . What do you think of flaxseed it self . Thanks .... sir!
Thank you sir! For long term do you think good idea to add at these levels?
RVNC: 29.65 Td Ameritrade showing 1.08B mktcap. CNBC showing 918M.
Question for dew- who is right?
If somebody like me has small position , I am thinking it’s a gift. Any thoughts? Thanks Roy
RE XOM: I think it’s 50B
RE Humira- Amazing conviction and thorough understanding of market dynamics
PBYI- puma biotech. Anybody knows why it was little weak after hours? Thank you.
AGN just out saying RVNC data not impressive. Go figure , lol . They think people will believe the.
Thanks a lot
Do you think FMI as an investment is a good long term hold . Thx
that is so true but i am glad did not covered for loss as you were suggesting!! lol
one idiot, north 4000 send me a PM advising me to cover my shorts since stock was not trading below 4. i did not listedned to him . i had a fishy feeling it was a trap . i waited and covered with profit. LOL. dont listen to him. TRAP.
Lol.::::::))))))
This is from 13 G filed on June 1. Regards.
(a)
Amount beneficially owned**:
Deerfield Capital, L.P. – 4,929,604 shares
Deerfield Special Situations Fund, L.P. – 3,721,184 shares
Deerfield Special Situations International Master Fund, L.P. – 1,208,420 shares
Deerfield Management Company, L.P. – 4,131,832 shares
Deerfield Special Situations Fund International, Limited – 4,131,832 shares
James E. Flynn – 9,061,436 shares
(b)
Percent of class**:
Deerfield Capital, L.P. – 4.97%
Deerfield Special Situations Fund, L.P. – 3.75%
Deerfield Special Situations International Master Fund, L.P. – 1.26%
Deerfield Management Company, L.P. – 4.11%
Deerfield Special Situations International, Limited – 4.11%
James E. Flynn – 8.77%
(c)
Number of shares as to which such person has**:
(i) Sole power to vote or to direct the vote
All Reporting Persons - 0
(ii) Shared power to vote or to direct the vote
Deerfield Capital, L.P. – 4,929,604
Deerfield Special Situations Fund, L.P. – 3,721,184
Deerfield Special Situations International Master Fund, L.P. – 1,208,420
Deerfield Management Company, L.P. – 4,131,832
Deerfield Special Situations Fund International, Limited – 4,131,832
James E. Flynn - 9,061,436
What will they do after owning 100%? Can you please throw some wisdome?
Your answer will be very much appreciated!¡@!!!!!!!!!!!!!!!!
Wow Deerfield owns almost 25% of company. Please see 13g filing.
Anth offering # trap
Thx guys . They haven,t mentioned the price of offering .