Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
After seeing FreeStyle Libre in action I am impressed. Would recommend to most insulin dependent diabetics.
What is the purpose of posting this?
Let me start by saying I agree that celg will likely trade within it's range back up to 120-140. I've considered buying a position and waiting for 20% upside, probably should have in the 90's.
Revlimid patent settlements have already occurred, and it's not 2027. 2023-2024 tiered into 2027 is more accurate (without looking up specifics). I am not a GAAP purist by any standard, but CELG makes deals year after year and does not include as expenses in adjusted-EPS. FWIW, BofA has 2016 GAAP at $2.49/share and adjusted-EPS at $5.94/share.
Re: CELG
$8 a share? Or $8 a share before buybacks to break even on options and deals? I fail to see how shareholders win long term with CELG in the current state. The cliff is approaching and everyone knows it. Short term - history says it will trade up in range.
I should have known better than to include a detail without double checking first :)
Re: KMPH
I echo Dew's point. With a 13hr window of effect there would not be a need for BID dosing. Adderall / Methylphenidate disturbs sleep, there would be no reason to take an evening dose.
What is your current opinion on the Met Coal companies? I have a small position in METC, in my opinion it is undervalued at the current.
Do you follow the Metallurgical Coal producing companies at all?
Is there a standard PFS for locally advanced anal cancer?
So essentially a forced withdrawal?
Re: CLB
Not quite a write-up. Found live notes.
Natural Gas: More Rigs Don't Mean More U.S. Gas
https://www.bloomberg.com/news/articles/2017-04-27/rigs-don-t-mean-more-gas-as-u-s-producers-run-to-stand-still
Re: New Headquarters
I privately thought the same thing when Celgene bought Mercks NJ complex.
http://www.fiercebiotech.com/biotech/a-booming-celgene-grabs-merck-s-abandoned-campus-new-jersey
Re CVE:
Will this lead to a daytime television lawsuit commercial?
I hold a strong belief that most LNG projects will be highly unprofitable over the course of their life.
Re: Oil Sands
Canadian Natural is on the verge of a multiyear free cash flow track thanks to it's Horizon oil sands. I haven't a clue if the overall project has a positive ROI.
I agree regarding srpt pricing. It's one of the reasons I never looked at it closely.
ghmm re: srpt
What do you expect the revenues to be? Provided, if you have any projections. I have avoided researching / reading about this company like the plague but now that the share price is about where it was before approval perhaps it is worth consideration.
BR,
What is lacaza? (Lovaza??)
The administration (FERC) has also approved a number of pipelines which will encourage future growth as well. Yesterday Cabot (COG) was up 11% due to a pipeline approval which will reduce their gas price differential in the future. Interestingly (for me at least), Antero was down 3% on an otherwise decent day for natural gas stocks. I can see 1 of 2 interpretations: 1. General rotation from AR to COG. 2. AR's firm takeaway contracts are expensive make their gas price higher. If investors think the new pipelines can level the playing field perhaps in the future Anteros firm takeaway contracts will become a net-negative?
Re Statins:
I wrote a long reply and hit cancel instead of post. Why would ihub put those buttons right next to each other in the days of tab browsing?
The main point of my post: Currently reading a book, Grain Brain, in which the author argues against statin use due to the negative cognitive side effects. He writes with a clear negative bias towards statins but has still raised enough valid points that make me question automatically taking a statin in the future.
Where is the proper balance? It seems to be a matter of perspective.
Re: ADMP
The company has a bad track record of manufacturing issues. Also, Mylan has introduced a generic version and CVS introduced a generic AderniClick. Personally, I don't think ADMP Epi revenues will be significant.
As a rite aid pharmacist I'm curious on this perspective. Could you elaborate?
P.S. It seems the merger will not be approved within the allotted time frame.
Vyvanse life cycle management??
Antero (AR)
Have followed Antero for a long time and recently became much more interested after their Jan 5th presentation. My issue with them in the past was their aggressive overspending to increase production but as of their latest update they plan on spending within cashflow while growing 20% a year, with projections of doubling cashflow by 2020.
I put some faith in management's projections due to AR's significant hedging profile (and firm takeaway capacity to better end markets). In a sense they have the ability to manufacture gas with a much more defined set of input/output variables than most other producers.
Natural Gas & NG Companies
Natural gas seems to be the forgotten commodity of the board. Is there any interest in companies or thoughts about future commodity price? I have been studying one company quite closely if there is any interest in discussing.
Re: XOM Permian
Notable for myself is that XOM's purchase is quite close to DVN's permian acreage.
If taken at face value then NG would also benefit substantially.
Thanks for making this clearer
Re: AKBA
Something else that doesn't quite read right to me is the phrasing of the P3 cost being covered.
AKBA:
I am somewhat surprised there isn't more discussion regarding the deal. As of Feb 2017 AKBA will have about 320 million in cash and a current MC of ~390 million. With a bonafide MofA, multiple partnerships and now cash in hand an EV of 70 million is at least something worth discussing. Especially considering FGEN's EV is close to 10x AKBAs. I also do understand AKBA may be 3rd to market and has a less potent drug (is QD dosing really a bad thing?).
Note: Currently own FGEN, looking into AKBA
OT. Re SBUX
The starbucks near me has a very nice outdoor patio. I consider my $2.11 small tea as a tax for use of their patio and wifi. Half the time I end up throwing out the tea its so bad.
CELG/ BLUE
I would suspect by the time the program truly became "first line" and superseded Revlimd, Celgene would welcome the shift into a program with a longer patent expiration date.
P.S. Considering the BLUE program is for r/r multiple myeloma I don't think this will be an issue.
OPEC Agrees to Cut Output by 1.2 Million Barrels a Day
From Bloomberg.
http://www.bloomberg.com/news/articles/2016-11-30/opec-agrees-to-cut-output-by-1-2-million-barrels-a-day
Re: LLY
Any interest in LLY after the drop?
Re: Bakken
Had worked 13 hours yesterday and worded it backwards :). I was agreeing with your statement about bakken oil production.
Bakken perhaps not but I do think there could be a material impact on Marcellus pricing due to better pipe access (not sure about production).
P.S. Recently saw the spot price of Boston NG this winter may reach $25. As a RI resident it serves "us" right for vetoing any NG pipeline to the area when the Marcellus is just a few states away. Also potentially good for ECA but not enough to base a purchase on.