Replies to post #479 on $Bob's and Jbem's Bitchin' Bios

[trade2much]

CUR Bob thanks much - actually looked at it last Saturday but when I did it was obviously after the market close, so I ended up getting some in premarket today, then selling it off late today on a one day flip for 12%. I made 12%. Having said that *I think it will go higher I only took profit on it to mitigate a loss I realized on another stock I sold today.

I may well reenter at some future point, but for now I will watch. Good luck to all holders, be sure to watch the volume and the CFM $ flow on the chart I posted, you must have $$$ flowing inshort term or keeping above the base to have average volume be green, when all is said and done.
I prefer to sell when the $BTK and the Dow are Green rather than red.

BOL

T2N

[stocking4ms]

DRTX, Merrill Lynch research report today,
Expecting positive dalbavancin ad com on March 31 We are raising our PO to $20 (from $14) based on an improved outlook for dalbavancin’s launch. DRTX’s 10 MSLs and ~10 regional sales directors, who have been in the field for the last year meeting with their 1,900 target hospitals, estimate that 25% are ready to treat MRSA skin infections with dalbavancin in an out-patient or ER setting. Thus we believe our assumptions of ~3% and ~5% of skin infections in 2015 and 2016 (10% and 18% of the “ready now” hospitals), are conservative.
We expect a positive dalbavancin ad com on March 31 and approval by its May 26 PDUFA date. We raised our US and ex-US probability of approval to 85% and 80%(from 80% and 75%, respectively) and adjusted our penetration and ramp, which is still significantly below the historical ramp for Cubicin. We only model dalbavancin
sales in skin infections and would see upside from other indications (bone, lung).
We maintain our Buy rating and note that the proposed one-time 1,500mg dose could add upside to our estimates. We also note that DRTX’s EV is low vs. other anti-infective companies.