sorry, forgot to mention the re-position from last night.... ' arry ' .. very strong partnerships and phase II pipeline ( as you know ).. new updraft has $ 4.50 as 6 month near-term ( unless of course the entire market tanks ! ) Wear protection !
good evening, hope things are well... restarting position(s) in past bio we had.. with ' zgen ' being taken out tonight for its phase II value, I have to believe the worm has turned.. Pharma needs the juice, and apparently, ( as you and I have agreed ) those $ 5.00 range bio's are starting to look mighty good to the boys with the cash, especially those now trading very close to their ' cash/per/share ' levels ( also love the flat-line chart ) ... best of trades to you, baz.
!! still love those old houses... had been waiting on news for ' imgn ' for quite awhile.. do believe this one will be mega-status in about 16 months. ( attached )., http://seekingalpha.com/article/223275-immunogen-w...... watching ' cytr ' for signs of life.. plenty of hype, but their Rnai research is valid - reminds me of when ISIS (ex-liver issues )was playing around $ 2.00.. ' arql ' is very interesting ( now that Pfizer dropped the ball ).. anyway, will try to update some ideas soon.. best of trades to ya'...
" The future is not set. There is no fate but what we make for ourselves ".. The question I have to ask myself is, what if QE II is already being priced in, regardless of the magnitude ? .. If so, then the trap door will be wide-open...
although one equity certainly won't tell the whole picture, Fleck has said for almost a year now that if Microsoft can't go up, not much else would either. ( pm's excluded ) As ' msft ' is pretty much about the business world, I would have to still agree with him...
top percentage gainers today were below $ 5.00 at the start of the day.. don't know if its because of summer, or the ' kinky stock indicator ' of a top being put in... http://finance.yahoo.com/gainers?e=us
courtesy of Fleckenstein Capital. Bill ( Fleckenstein ) also discusses his belief of the coming of ' Stagflation ' in tonights letter... excellent points are made ... anyway...http://www.ritholtz.com/blog/2010/08/bailout-counter-factual/
" expect to see more buyouts as companies use their paper money to buy business "... Fleck tonight.... Can't blame em', just trying to figure out what the Real necessities are..I am just thinking about any anti-trust regulations BHP may face ( although don't know if US will carry any weight outside its borders, given the state of affairs in this country )...
!!!! damn, stopped to chat and posted on last Fridays blog !! anyway, was talking about the house purchase... in Kings Mtn, NC ( 25 min. from downtown Charlotte )... love the 30's and 40's construction quality and those awesome, for real, 2x4', etc... ( back when quality and not Speed of construction mattered ).. blending old style with new materials ( Pella, etc. ).. moving alot of walls, etc,, homes here are being snatch up in 2 weeks or less...regarding ' orex ', I wrote about all the comparison between VVUS and ARNA being discussed, and orex being ignored... that's a good thing... the play about 'arna ' being a ' new drug ' ( not really, but that's a lonnnnnng discussion ) may work against them... safety is one thing, efficacy is another... orex's combination drugs have been on the market for quite awhile.. although not as powerful as VVUS, it also is less ' toxic ', while delivering appx. double the result as ARNA.. as an aside, you may want to look at ' immu '... no hurry, but as I have written, it is the main competiton to HGSI... best of trades, Toby... baz
thanks... love doing the restoration... houses on this street and parallel streets are being snatched up in 2 weeks or less.. about 25 min. from downtown Charlotte ( Kings Mtn ).. great original craftsmanship from back when pride was taken in the constructuin quality, not the Speed of construction ( 30's & 40's ).. when a 2x4 Really was !! ).. moving alot of walls, etc., and taking advantage of areas for french doors, etc.. love blending old sytle construction with ' new ' materials ( Pella wds, etc ).. anyway, yes, ' orex ' is the red-headed step-child, but if you notice ( and I am sure you have ) comparisons are always between VVUS and ARNA.. the safety profile of orex's combination has been marketed for over 10 years, and are still on the market and selling.. perhaps ARNA will be approved, but just as the pundits are playing up the fact that its a ' new drug ' ( not really, but that discussion would take up ten pages ), that also, may work against them.. maybe all three orex, vvus, arna ) will never see market, but I will be buying ' orex ' after the ' arna ' decision ( probably in Nov )... as an aside, ' immu ' may be of interest to you... no hurry here, but, as I have written before, this is HGSI's main threat.... best of trades to you, Toby.... baz
you may want to put this on your calendar.. http://finance.yahoo.com/news/Vical-To-Present-Tra....... also, about time to restart ' cldx '... best to ya, baz
sorry, forgot to mention the re-position from last night.... ' arry ' .. very strong partnerships and phase II pipeline ( as you know ).. new updraft has $ 4.50 as 6 month near-term ( unless of course the entire market tanks ! ) Wear protection !
good evening, hope things are well... restarting position(s) in past bio we had.. with ' zgen ' being taken out tonight for its phase II value, I have to believe the worm has turned.. Pharma needs the juice, and apparently, ( as you and I have agreed ) those $ 5.00 range bio's are starting to look mighty good to the boys with the cash, especially those now trading very close to their ' cash/per/share ' levels ( also love the flat-line chart ) ... best of trades to you, baz.
thought this might interest you, per spreads... http://seekingalpha.com/article/223492-preparing-f...
!! still love those old houses... had been waiting on news for ' imgn ' for quite awhile.. do believe this one will be mega-status in about 16 months. ( attached )., http://seekingalpha.com/article/223275-immunogen-w...... watching ' cytr ' for signs of life.. plenty of hype, but their Rnai research is valid - reminds me of when ISIS (ex-liver issues )was playing around $ 2.00.. ' arql ' is very interesting ( now that Pfizer dropped the ball ).. anyway, will try to update some ideas soon.. best of trades to ya'...
The Lord's of equity land giveth, and the Lord's taketh away... Amen !!
http://finance.yahoo.com/gainers?e=us
" The future is not set. There is no fate but what we make for ourselves ".. The question I have to ask myself is, what if QE II is already being priced in, regardless of the magnitude ? .. If so, then the trap door will be wide-open...
although one equity certainly won't tell the whole picture, Fleck has said for almost a year now that if Microsoft can't go up, not much else would either. ( pm's excluded ) As ' msft ' is pretty much about the business world, I would have to still agree with him...
don't know if it will paste, but.... http://www.marketwatch.com/tools/stockresearch/scr...
tomorrow may give the clues we've been waiting for...
anyone keeping an eye on ' onxx ' ?
top percentage gainers today were below $ 5.00 at the start of the day.. don't know if its because of summer, or the ' kinky stock indicator ' of a top being put in... http://finance.yahoo.com/gainers?e=us
re, ' cytx ', etc... http://finance.yahoo.com/news/Immunomedics-collabo...
courtesy of Fleckenstein Capital. Bill ( Fleckenstein ) also discusses his belief of the coming of ' Stagflation ' in tonights letter... excellent points are made ... anyway...http://www.ritholtz.com/blog/2010/08/bailout-counter-factual/
EDIT...." as corporations turn their green paper into business " ( not " use their paper money to buy business " )..
" expect to see more buyouts as companies use their paper money to buy business "... Fleck tonight.... Can't blame em', just trying to figure out what the Real necessities are..I am just thinking about any anti-trust regulations BHP may face ( although don't know if US will carry any weight outside its borders, given the state of affairs in this country )...
!!!! damn, stopped to chat and posted on last Fridays blog !! anyway, was talking about the house purchase... in Kings Mtn, NC ( 25 min. from downtown Charlotte )... love the 30's and 40's construction quality and those awesome, for real, 2x4', etc... ( back when quality and not Speed of construction mattered ).. blending old style with new materials ( Pella, etc. ).. moving alot of walls, etc,, homes here are being snatch up in 2 weeks or less...regarding ' orex ', I wrote about all the comparison between VVUS and ARNA being discussed, and orex being ignored... that's a good thing... the play about 'arna ' being a ' new drug ' ( not really, but that's a lonnnnnng discussion ) may work against them... safety is one thing, efficacy is another... orex's combination drugs have been on the market for quite awhile.. although not as powerful as VVUS, it also is less ' toxic ', while delivering appx. double the result as ARNA.. as an aside, you may want to look at ' immu '... no hurry, but as I have written, it is the main competiton to HGSI... best of trades, Toby... baz
thanks... love doing the restoration... houses on this street and parallel streets are being snatched up in 2 weeks or less.. about 25 min. from downtown Charlotte ( Kings Mtn ).. great original craftsmanship from back when pride was taken in the constructuin quality, not the Speed of construction ( 30's & 40's ).. when a 2x4 Really was !! ).. moving alot of walls, etc., and taking advantage of areas for french doors, etc.. love blending old sytle construction with ' new ' materials ( Pella wds, etc ).. anyway, yes, ' orex ' is the red-headed step-child, but if you notice ( and I am sure you have ) comparisons are always between VVUS and ARNA.. the safety profile of orex's combination has been marketed for over 10 years, and are still on the market and selling.. perhaps ARNA will be approved, but just as the pundits are playing up the fact that its a ' new drug ' ( not really, but that discussion would take up ten pages ), that also, may work against them.. maybe all three orex, vvus, arna ) will never see market, but I will be buying ' orex ' after the ' arna ' decision ( probably in Nov )... as an aside, ' immu ' may be of interest to you... no hurry here, but, as I have written before, this is HGSI's main threat.... best of trades to you, Toby.... baz
waiting to see if any major changes before Dec.. but, I still believe, unless some drastic, negative information comes forth, ' orex ' will be the winner.... http://finance.yahoo.com/q/it?s=OREX+Insider+Trans...