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Regeneron Pharmaceuticals, Inc. Message Board

argoalpuche 44 posts  |  Last Activity: Jul 23, 2015 10:58 AM Member since: Mar 17, 1998
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  • argoalpuche argoalpuche Jul 23, 2015 10:58 AM Flag

    We need to close above $13.50 over the next two weeks to maintain the upward momentum. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    RCPT Deal

    by argoalpuche Jul 14, 2015 6:14 PM
    argoalpuche argoalpuche Jul 14, 2015 7:25 PM Flag

    Do you mean you think he does a stock deal with someone whereby ZIOP shareholders will control 50% of the "new" company? I don't see a change of control before the middle of next year at the earliest. I do believe ZIOP has more positive catalysts being announced in 2H of 2015. I've been consistent with this message. Watch the action tomorrow!!! Slow and steady! Good luck to all!

    Sentiment: Buy

  • argoalpuche by argoalpuche Jul 14, 2015 6:14 PM Flag

    The CELG deal for RCPT will only keep ZIOP in the spot light. Things are definitely heating up in the immunology space. No one wants to be left behind. I expect you will see a lot more deals over the next 6 - 18 months. With that said, I do not see Kirk selling at within the next 6 - 12 months. I think he will allow ZIOP to create more value through partnerships, licensing deals and strategic alliances before considering cashing out.

    Sentiment: Buy

  • Reply to

    Pre-Market

    by hopewillhelpyou Jun 29, 2015 8:03 AM
    argoalpuche argoalpuche Jun 30, 2015 9:35 AM Flag

    Needless to say, I don't have a crystal ball and I tend to be a long term holder who uses options to increase my overall performance. My two cents is MNK could actually go lower than the $112.50. I hope I'm wrong. I'm fully hedged at this point with covered puts and covered calls. Looking to get to the end of August to trigger long-term capital gains since the QCOR deal was closed. The QCOR run has been awesome but I'm starting to think there are better places to put money to work over the next 12 - 24 months. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    Pre-Market

    by hopewillhelpyou Jun 29, 2015 8:03 AM
    argoalpuche argoalpuche Jun 29, 2015 11:13 AM Flag

    Tony - be careful with MNK! My two cents!! Slow and steady! Good luck to all!

    Sentiment: Buy

  • argoalpuche argoalpuche Jun 26, 2015 9:53 AM Flag

    Not that it matters but I've been selling blind puts on MNK down at the $105 - $110 range and selling out of the money calls up at the $145 - $170 level. More than willing to give up MNK at a QCOR adjust price of around $170 (((($145 + $70)/2) x 90%) +$30). I think MNK has another year or so left and I personally like ACT much better at this point. Slow and steady! Good luck to all!

  • argoalpuche argoalpuche Jun 25, 2015 4:53 PM Flag

    Tony - good to see you still here. QCOR has been nothing short of an outstanding stock in spite of the shorts that tried to drive the stock down for more than two years. In QCOR's situation they had strong growing revenues (pricing power and quantity growth through expansion of the sales force), outstanding cash flows, a rock solid balance sheet and a management team that was focused on creating LONG-TERM STAKEHOLDER VALUE. That's the recipe for explosive price performance. ZIOP's situation is a lot different except for the fact that the shorts have decided to grab on and see if they can drive down the price over a long period of time. The problems the shorts have are that the lead investor has a proven track record of creating LONG-TERM STAKEHOLDER VALUE for companies, the institutional investor base are long-term players who will not get caught up in the "noise" of the shorts, the space is a primary focus of biopharma investors and will stay that way for the next couple of years and the company has access to capital to continue to execute on its plan. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    Nice Consolidation in Progress........

    by hopewillhelpyou Jun 24, 2015 12:02 PM
    argoalpuche argoalpuche Jun 24, 2015 4:25 PM Flag

    Overall market has been choppy the last two days. Volume on ZIOP has been extremely light relative to the open days. Clearly the shorts are trying to drive the stock lower but the low volume is a clear sign there really isn't any panic selling. I still believe the stock is going to break $14 in this up move before we see another consolidation. Two down days in a choppy market is not a consolidation. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    where are all the krill bashers now

    by s.simmons42 Jun 23, 2015 10:36 AM
    argoalpuche argoalpuche Jun 23, 2015 12:42 PM Flag

    The stock may finish down for the first time in 5-days (up 8.7% over the last 5-days), is up from $2.50 in less than 9-months and up 170% YTD and you think krill has been right? You're kidding right? By the way, the volume today has been lighter than any of the up days. A clear sign the shorts are trying to drive it down. Try being an investor and looking at ZIOP with a long term view and you will see that long-term investors have been and will continue to be well rewarded by holding this stock. I do enjoy the entertainment value you provide to us investors! Slow and steady! Best of luck to all!

    Sentiment: Buy

  • Reply to

    UPGRADE.................................

    by hopewillhelpyou Jun 19, 2015 3:24 PM
    argoalpuche argoalpuche Jun 21, 2015 11:00 AM Flag

    Glad they got on board after the stock ran from $2.50 to almost $12 in less than a year!!! Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    IMO.....Private Offering Coming!

    by hopewillhelpyou Jun 19, 2015 2:06 PM
    argoalpuche argoalpuche Jun 21, 2015 10:59 AM Flag

    Sorry if you felt I didn't treat you with dignity and respect. I simply asked the question what would be the long-term benefit to the company. I also tried to point out an offering of $15 million or so would not fill their cash coffers and would have a minimal impact on the capital structure or long-term value to the company. IMO!! I simply ended by saying I have to disagree with you regarding you opinion that a private placement was possibly going to take place. As an experienced investor in both private and public placements I would simply say that at this point ZIOP really doesn't have any reason to initiate a private placement. ZIOP raised capital (almost $100 million) earlier this year in a secondary. To execute a private placement would seem to make little sense to me. My two cents.....I hope I didn't insult you again. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    IMO.....Private Offering Coming!

    by hopewillhelpyou Jun 19, 2015 2:06 PM
    argoalpuche argoalpuche Jun 19, 2015 4:46 PM Flag

    What would be the long-term benefit to the company? A $15 million private offering at $11.75 - $12 would represent approximately 1% dilution and a minimal capital raise. The company has plenty of cash from INVESTORS and would do much better raising cash through strategic alliances/partnerships. It would confirm the science more, be a cheaper cost of capital and substantiate the long-term upward move that ZIOP has started back in October of 2014. By the way my ignorance what is an "ADAGE" type of investor. Sorry but I have to disagree that we are going to see a Private Placement anytime soon. My two cents!!! Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    Another road show.....

    by krill66 Jun 18, 2015 6:23 PM
    argoalpuche argoalpuche Jun 19, 2015 9:40 AM Flag

    You do amuse me! First, small biopharma companies are constantly going to investor conferences. If you look at the calendar you'll see that between March and October there are at least two dozen major medical and investor conferences that are well attended. The ZIOP deck is NOT knew. The information being discussed is at least 60 - 90 days old. The conference is not what is driving the stock higher. Second, you should change your statement from "I could be wrong" to "I am wrong". Third, you need to understand how stocks in an upward move behave. ZIOP broke out from around $3 to around $14 in approximately 4 months. It then pulled back as most stock that have gone up aggressive and consolidated in the $9 - $10 range. As a long term investor that is exactly what you would like to see before it reinitiated its upward move. If the market cooperates on a macro basis we should see ZIOP push $15 - $18 before another consolidation. This would confirm the continuing upward move. We shall see but I'm highly confident you are wrong on this one and long-term patient investors are going to be well rewarded. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    Another road show.....

    by krill66 Jun 18, 2015 6:23 PM
    argoalpuche argoalpuche Jun 18, 2015 8:34 PM Flag

    krill66 - Glad to see you are back. I was wondering where I was going to go for my entertainment value. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    OT - ZIOP

    by kipk20122 Jun 15, 2015 9:47 AM
    argoalpuche argoalpuche Jun 18, 2015 3:10 PM Flag

    ZIOP has come from under $4 to $12 in under 9 months! As a long term investor I could care less that it sold off its high of $14+ and sold down to around $9.60 or so. The move it has started will reconfirm that this stock is in a long-term upward trend. I expect the stock to hit $15 - $18 before consolidating again. 2H of 2015 should bring another 1 or 2 solid partnership agreements that should be received positively by the market. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    Back over $11 for now...fool 'em once

    by krill66 Jun 17, 2015 12:25 PM
    argoalpuche argoalpuche Jun 17, 2015 3:36 PM Flag

    I was having a boring day watching all the biopharma stocks go up so thanks for the entertainment value! I can't wait to see what you posts what it hits new highs for the year! Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    10.60 retest?

    by chardda233 Jun 16, 2015 10:06 PM
    argoalpuche argoalpuche Jun 17, 2015 9:13 AM Flag

    Walmart is going to file bankruptcy too. All retailers eventually file bankruptcy. Just not in you lifetime. Thanks for the entertainment value of your post. Slow and steady! Good luck to all!

    Sentiment: Buy

  • Reply to

    OT - ZIOP

    by kipk20122 Jun 15, 2015 9:47 AM
    argoalpuche argoalpuche Jun 16, 2015 11:33 AM Flag

    A long time holding of ZIOP! Slow and steady! Good luck to all! I also have been in BLUE almost front he beginning. My first buy was just over $30 and added at $40. I got really aggressive up at just under $100 and have let it run now. Using the high volatility calls to help increase my return and bought some puts late last week to hedge my position just in case the news was bad. I'm in no rush! I'm an investor not a trader and expect BLUE to slowly and steadily move higher over the next 2 - 3 years. Good luck to all!

    Sentiment: Buy

  • Reply to

    Will 10.30 hold?

    by chardda233 Jun 16, 2015 9:41 AM
    argoalpuche argoalpuche Jun 16, 2015 11:24 AM Flag

    I'm with you. I use derivatives to hedge in many cases. I also use them to increase performance by selling out of the money calls on my long positions when the volatility is high and the underlying stock is overextended. Hopefully if you do get called away you don't buy back in unless you get a major pullback. The short term capital gains and trading costs make it disadvantages to short term trade unless it simply to pick up the premium on the calls. Either way, sounds like you know what you are doing. Slow and steady! Good luck to all!

  • Reply to

    Will 10.30 hold?

    by chardda233 Jun 16, 2015 9:41 AM
    argoalpuche argoalpuche Jun 16, 2015 11:04 AM Flag

    I'm not a trader but it feels like you may get called away. I'm sure you wouldn't be upset with making 44% on your money ($13.75 - $9.55) so congratulations! I'm a long time investor in ZIOP and I sold covered calls when the stock broke out at $12 & $13 with July expirations but was lucky enough to be able to buy them back at a nice profit when the stock sold off to the $9.50 - $10 range. I'm expecting the stock to press the highs of $14 and it would surprise me with the large short position if the stock would run close to $17. Needless to say, I'll be selling more calls in the $18 range. We shall see. Slow and steady! Good luck to all!

    Sentiment: Buy

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