Just spamming over and over again across dozens of message boards.
With 01/11, AMAG pre-releae figures of 2014Q4 showing a stupendous Q4 and projecting superb growth for 2015 ... won't it be wise to sell BIIB and buy AMAG ...
John, looking for catalysis on RNN ? You need to read their current pr's. I still have my core shares with BIIB, but I took profit and loaded up on RNN. Ern
Sentiment: Strong Buy
This morning Biogen Idec announced ‘positive’ results from the P2 study of its anti-Lingo antibody for optic neuritis. It’s hard for us to consider a per-protocol statistically significant change in electrical conduction of visual stimuli without any other obvious benefit or even a statistically significant improvement when measured by ITT, but we have always viewed this program as highly speculative, unlikely to succeed and not a part of our investment hypothesis. We will see if the program delivers clinical benefit in the MS setting in 2016 and do not include it in our model or valuation. Biogen Idec is still our top large cap pick though on the basis of its attractive growth, reasonable multiple and Alzheimer’s and other programs. Reiterate Overweight.
AON is a terrible disease and the study showed repair in the optic nerve. This is a very big event for BIIB. The secondary endpoints didn't show any change. This is like saying "I bought a vacuum cleaner that cleans my floor very well, but I want to sell it cause it doesn't do the dishes and take out my garbage too". Stay focused on the fact that it still repairs the optic nerve as its was intended too. This may be just the first step into learning how to create something even better in the future.
how well will the company defend these results? I am not buying for the moment, the data are out and not impressive
news on the anti-Lingo 1 are out and seem to be mixed. Aka; not great.... NO EFFECT ON THE SECONDARY ENDPOINTS
BIIB is great but it gets pushed around like a penny stock. I would say the ratio of investors to traders as owners of shares is pretty low.
profittaking - i'm buying more on the dip ahead of the biotech conference next week. no brainer here! also earnings call end of jan.