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Makes sense , thanks Dew. It’s not a trading vehicle for me.
Agree . Any particular reason it got sold off lately? Healthcare overall doing ok. Really surprised by the reaction. I am a shareholder of ENTA. I mean 7 percent drop on holiday weekend ? For no reason !!
I like intc bought on Friday . Will buy more if tomorrow is carnage
Thanks makes sense .
100 percent ENTA is wayyy behind . And Pfizer data came out much better than I thought . They are master marketer , their drug will become synonymous with Lipitor by the time ENTA drug comes to the market . With Covid slowing down tremendously will be very hard for them to run trials now that’s another hurdle to think of IMO. Would like to know other folks opinion on this
TSLA. Correct, matter of time . Always happens .
CYTK : Does DEW or anyone in this board has opinion regarding Cytokinetics, they came up with phase 2 data last which was well received . They have two candidates for heart failure. Thank you
Well , how can you say that . I have followed DEW Forever . He is smartest and level headed guy I know . I am sorry you lost money so did I , but don’t bring Dew in middle of this .
483 did not looked very benign , although foley seems confident . We will see. As always, Dew has been right so far
Lol yes
Couldn’t Agree more . Management has lost credibility
Okay thanks but company never mentioned about these deficiencies anywhere before . So it’s pretty confusing in that sense .
But why it was posted on fda website just now
So what does that means. It looks bad though
RVNC - anyone heard any news ? Why sudden drop. Thanks
Thanks
Dew, Do you have any opinion on Atea-roche antiviral? Thanks
Thanks North
Correct Dew. But, don’t you think there still will be big money to be made? My understanding is MRK and AVIR are ahead of PFE in oral antiviral. AVIR ( atea + roche combo ) granted, is pricey at these level but if positive phase three can still get good upside . Do you have any opinion on that? Thanks.
Thank you
If you don’t mind please share your experience post booster . Thank you North.
Very interesting! Thanks
RVNC, I hope so too. Not trading well though.
RVNC- Thank you for clearing things for us. Much appreciated.
I understand the upcoming fda decision etc, regardless, this sell off is more than I thought it will be. RVNC has proven its science, feels to me market ( or some market participants) believe results of FDA inspection will be negative . As everyday RVNC goes down , feels to me, negative decision is more than priced in. what if decision is positive ?
RVNC - bear raid ????!
Does anyone know if there is anyone I can contact for stage 4 metastatic Ca breast . ER and PR positive and Her-2 negative . Any promising research or trials anyone aware of
Great thanks for sharing
Thank you so much.
RVNC/ENTA: anyone hearing any news. Don’t understand today’s price action. ???????
Thank you . What are chances that it will affect these companies according to you . Don’t you think it’s priced in . Biden very supportive of cancer moon shot . Even after considering price issues , both Mrk and BMY look value added stocks . It’s just frustrating to see price action.
Any one have thoughts on poor and ( unreasonable ) reaction to MRK and BMY earnings . Earnings Miss is pandemic related . Yearly outlook did not changed . Am is missing anything ?? If a SaaS stock beats revenue by 2 Million stock goes up 2 Billion . Weirdo world !!!!!!
Dew, I am little confused with MYOV price action was thinking it should be up at least 20 percent with this data . Do you think possibility of MYOV buyout lurks in the future by PFE. Thanks as always
ZBH : notice multiple upgrades this morning, stocks gave up almost half of gain, looked more like a pass to their clients than anything . In my opinion, when hospital elective procedures are down more than 80% how can a Joint replacement company not have 70-80% hair cut in revenue! All in all I will definitely avoid this stock until significant discount emerges.
Thanks that’s very succinct response
RVNC- I hope so. Thanks randy This is getting ridiculous fir so many stocks . I have decent size position . So far I have been okay, now starting to get little worried
RVNC- any specific reason for weakness . Thank you all
Thank you . Much appreciated
Hi dew, which oil and commodity related stocks are good LONG TERM buys in this sell off. Thank you!
Good point , also many events when cancelled folks don’t necessarily reschedule. It’s a big loss for travel is industry.