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.
The Crisper technology patents are claimed among few universities and companies like Editas & Cellectis license them. Risk is until the IP ownership is very clear, these cos can be hit with lawsuits or asked pay royalties. Bottom line is IP landscape is murky. Google for more info.
I do believe in technology but in this environment best approach is buy in batches to avg down. We have keep in mind IPO lockup expiry too.
Disclaimer: no position yet
Not touching EDIT until $10. Big risk due to IP uncertainty and years away from any product. Mostly hype based on science and it won't cut in this market
EGRX - is there a bottom in sight ? Weak for few days in row now.
Thanks for clarifying.
My bad on yield calc. If they can maintain .43 qtrly div, going forward and pps goes lower, yield could get even better.
With dividend increase (current yield is ~4.4%) and strong cash flow, seems a no-brainer as a buy.
HIV franchise threat was major overhang but may not be as risky as markets think.
Dew, You articulated several times that the main nemesis for GIlD is this threat. If I may ask, you still hold that thought ? Thanks
Even if RVT-101 shows any efficacy from 'sub-group' analysis, it will be a suspect IMO
Sheff,
I bought some too slightly higher ($3.87) as I did not get the alert for some reason.
Thanks
Thanks. I did note last year FDA has already granted BENDEKA Orphan Drug Designations for both CLL and indolent B-cell NHL.
Making the designation exclusive, hopefully should not be an issue as current SOC esp in indolent B-cell NHL, if I am not mistaken, is hodgepodge of chemo drugs.
Quote :
------------------
The big decision EGRX investors are awaiting from the FDA is Orphan Drug Exclusivity for Bendeka.
-------------------
Dew, what's your odds of positive decision ? Thanks
Any word on NEOS approval ? PDUFA date is today, right ? Thanks
Interesting interview :
SNY EVP Suresh Kumar talks TPP, drug prices, and dengue
http://bit.ly/1nN3yFY
Dew,
I have been a big fan of yours over several years now and continue to learn. Needless to mention, greatly appreciative of the excellent value your board brings to retail investors like me.
Last two years of uber-bullish markets in biotechs have spoiled many investors. While I have been lucky to get out & stay out with most of my profits, I want to get your thoughts:
1. Do you see any lasting negative impact due to pricing rhetoric that's going on ?
2. Your take on this sector a year or two from now.
Considering the innovations and much needed cures for various diseases, I believe healthcare sector will continue to demand premium but not sure where the balance is: cost of cure vs pricing.
T.I.A
TRIL
Agree on the need for a major partner. Research academia tie-ups are good but we need someone who can pony-up some upfront money to jumpstart their trials.
Until that happens, risk of running out of money only to raise again is a major one. At the least need to show a strong early results (not preclinical) soon.
Well said on the XBI. The great results from JNJ and BIIB will lure funds back in as bios are one of the few sectors still has considerable growth left. Innovation, M&A, aging population..you name it. Also this sector is immune to oil and what happens in China.
Having said that, pricing concerns/pressure is overblown too.
On RLYP, agree and it is one step closer to buyout now.
Bought DEPO at $15.70 and BCRX at $7.10 on this pull back.
Expecting Fed to provide dovish stance today to help rally the stocks.
Sheff, futile chase as by the time I got the alert, it's already trading up to $9.37 lol
Not risking such 1 day turnaround trades
I am loading up CYDY last few days.
A must watch stock that has filed for request for Breakthru Designation with FDA for HIV therapy that had very good results.
Already their drug PRO 140 is fast tracked.
Trading at ~$100m MC only, I expect a big jump if BD is granted.
Previous high's around $4+
Agree again especially in this market.
I think the days of saving taxes by going LT is over. It is not just stocks but even 401k plans go out of whack and timing on retirement is becoming a tough call.
Thanks.
Excellent quote. Agree 100%
Best way to get into that unemotional mindset is to learn Options trading
That dude must have seen my post lol
The offer is gone but I suspect he is going to hit at open. Would be a nice change for him
BCRX - someone is sitting with 17k shares on offer at 3.98 PM must be stupid to show his or her hand.
Hope it's not Board traders screwing other members lol
P.S: Lesson --> Never chase this board's traders picks.
Dew,
Thanks for sharing great investment thesis on RVNC.
I did not get into Enanta exactly for the reasons you mentioned. So feel like getting a second chance.
With odds of successful P3 trial now high, market potential for RT002 injectable is high. I agree with you buyout is likely too in future if all goes well.
When clueless shorts pile on this is what happens
Thanks for great advice ! By the way congrads on SYN buy ! They reported +ve results AH
Sheff, hard to beat your entry prices ! Your subs watching the screen have jacked up already by the time I got your email alerts.
Looser game for me. I will stay in sidelines.
ADMS - nice upgrade and one of the key players in CNS field. Should do well this year. Potential b/o candidate in light of Biotie news today !
You will get the dip on Monday with Iran embargo being lifted for them to release more oil.
I am bullish on PIRS as its anticalin platform has lot of value. Partnerships speak for themselves esp with Roche on IO target.
PRS080 for anemia has excellent data so far. So be a big winner for the company. All in all 2016 is going to be big for PIRS IMO
Thanks. Much appreciated (eom)
How is RVNC cash position to be able to complete P3 trials ? I may have to do some DD before buying. Thanks
I think 2016 will be traders market not investors in general. Too many macros impacting bios to a point that even good bios are being punished.
Sheff, Martych helped me with the link. So I am on the email list now
Thx ! Good trade on QURE. I am holding though to get over $20. EV is cheaper than it was 1 year ago and with two +ve checks !
Sheff, I signed up for the email alert few days ago after sub to this wonderful board.
I did get the alert for SYN but not QURE. So is your posts on board more current than email alerts ?
Thanks and appreciate your good work for small investors.
Sheff, VSAR has massive $45 PT. Very bullish then. Thx for sharing the slide.
XLRN deal is quite strong indeed. I think some sellers are booking profits from October low of $22+ but stock should rally upon market reversal.
AKBA
Bought starter position today as the price is pre Jap deal level. EV is ridiculously low as well. Should bounce back strong upon bio index reversal
Hello everyone! I am new to this board and requested Sheff earlier on how to get on to email alerts.
Can someone point me to right direction ? I assume alerts via emails are still being sent though the sticky on the top refers to ending in 2014.
TIA
Sheff, great board and thanks for all you do to bring value to investors.
How do I sign up for email alerts ? Thanks