Does this designation by the FDA mean that there is a high probability that the drug will be approved in the end? Or is it simply that the drug addresses an unmet need with no indication of approval probability?
I thought that either MRK or ABBV was working on a single pill cocktail as well. Are you sure this is not the case? MRK? I am long GILD, but would like to get longer with a little more convincing. Thanks.
I am long GILD. Just wondering to what extent others have insight about the potential impact of new HCV drugs from MRK and ABBV. Thoughts? Likely or possible impact to GILD?
I owned as lot of FB and GILD into the bell. I saw both sets of earnings, and both were good. I was less worried about GILD. FB rose, and I thought I hit a homer. Then GILD sank. I have absolutely no idea why this stock isn't up AH.
Is the market concerned with the pipeline? Is Sovaldi susceptible to competition sooner than thought? I am lost here. We're talking about a forward PE of 9 or 10 and the company is buying back stock like crazy.
I want top line growth. They delivered big time. I WANT them to reinvest in future growth. Will be glad to hold from the $9 level. Good luck.
from the article....
In any case, Yahoo's deal with Yelp was long overdue. "Yahoo needed to do this investment a long time ago. The platform was just rotting," said a former member of Yahoo's local search team.
He said that local search in the US market was barely keeping up, and that international efforts were largely ignored. What's worse, the local-search technology itself had differed from global market to market, making it difficult to to execute on plans. Like many of Yahoo's woes, it was mainly a legacy problem: The platform for the, say, Korean market would be different from the platform for the US market, because of the siloed way those platforms evolved separately from each other.
Asked to estimate what a possible revenue share could be, the former Yahoo employee posited that it would be heavily in favor of Yelp, since it comes into the situation with more power thanks to the company's elevated cachet, helped by licensing deals with Microsoft, mentioned above, and Apple, which uses its content in Apple Maps. The person, who had knowledge of past Yahoo revenue share deals, guessed that the agreement could be lopsided to the tune of 70 percent Yelp, 30 percent Yahoo.
Yahoo decline to comment on the reported partnership. Financial terms, of course, have not been reported. But whatever they are, for Yahoo, it's worth it.
Seems there has to be something in this for YELP, correct? YHOO has large mobile footprint.
I would tend to side with Core Labs since this is their precise expertise. However, you can look at this another way. Pappas also said that he thinks US oil production was generally peaking, and we're overestimating growth. So this is bullish for the oil price, if he's right. So, if he's right, whoever has the oil may in fact do well. Let's allow the chips to fall as they may. I am with Core Labs. They put their reputation on the line on national TV by agreeing with Sheffield.
I caught it at $188 and again at $186 to average down. You are more nimble than me. Something tells me those buys are good to hold for LT capital gains.
It holds the best domestic on-shore acreage in the country. Do not try and value this company based on traditional metrics. Do not short because they missed EPS and revenues for this quarter. This stock has a floor under it based on its acreage and what lies underneath it. PERIOD.
Won't see $47 tomorrow.
Carl who? He will be quickly forgotten. NFLX will quickly retrace its way higher toward $400. I own a few shares. Not my favorite or largest position. But shorting here is stupid. This can regain those lost points in a session or two at any time.
Who has more reserves? I realize this is tricky because there is "proven" reserves and then potential reserves. But I think it is an important question to ponder.
I intend to hold PXD until it reaches par or better with EOG. I hope this means PXD going up and not EOG going down.
S&P down 10-20? Flat?
Seems to me this is extremely bullish for YELP. One of the biggest threats to Yelp's business model is the posting of fake reviews. Regulators are stepping up and assisting YELP in policing the market. This seems to help validate YELP. And the legal threat now clearly exists to those who may try and post fake reviews.
YELP is a great long term hold.
Good luck. You may be right. Me? I am so confident that this stock is going higher that I am not willing to risk such a move. Too many times I have missed big moves by trying to get cute.