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Genomic Health Inc. Message Board

backwardpalm 4 posts  |  Last Activity: Aug 29, 2014 7:22 PM Member since: Mar 12, 2011
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  • Reply to

    Terry

    by insmhistorian Aug 29, 2014 4:41 PM
    backwardpalm backwardpalm Aug 29, 2014 7:22 PM Flag

    That is not the real Terry,but a paid repeater! (really). Unless he fibbed to me,Terry is enjoying the holiday in the California Nevada mountains.

  • Reply to

    Europe vs US

    by flatlander_60048 Aug 12, 2014 12:52 PM
    backwardpalm backwardpalm Aug 13, 2014 6:18 AM Flag

    Very good post.@ the shareholders meeting there was a discussion about the biggest problem with the test is not that it is not reliable ,but there is Big Money in chemotherapy and Doctors are resistant to change.

  • backwardpalm by backwardpalm Jul 25, 2014 12:16 PM Flag

    posted from yesterday - you are obsessed with Terry

    Actually I had lunch with the real "Terry" and his wife at their home in San Francisco last month.
    Every time I read this board I see 2 things ,a billion dollar winner and the next big thing,just like the first time I read.

    He is positive on Insmed but first as a trading instrument. Many of the posts attributed to him is actually someone else.

    I stopped reading with the realization that for now Arikayce for cystic fibrosis in the US is off the table.
    Now say I'm Terry that always works!.from a few who so need to get a life.
    Off to work! Yes a real job! and a life and a family! I'm rich!

  • This morning I attended the annual shareholders meeting with just a handful of people and two who post on this board, one that is "most likely" the largest retail shareholder of GHDX shares. This is also a family vacation to the beautiful Bay area.
    Presentation and questions like last year. You can view many of the films Genomic Health has made on their website.
    Just one item that drove it home to me is that It has taken Genomic Health and their trials a decade since the genomic was built to achieve 400k tests, but that number will jump five fold to 2 million by 2020.
    GHDX is currently way undervalued for a few reasons.:
    With 280M in revenues this year and and no debt, the normal industry multiplier of 4-6, GHDX is less than three.

    GHDX also spends an amazing 20% on R&D. They are setup in over 70 countries for sales right now. The company is pretty much owned by just a few.
    I don't know when or why or who but this is just a shell for a much bigger operation. The CEO noted that sales are just starting acceptance for prostate which will be Genomic healths largest product. What I also found interesting is that the biggest factor slowing build out is physician and chemo companies resistance. With only 25% of chemo effective and GHDX test being 99% correct on what will work, a lot of chemo and physician money will dry up when Insurance finally is able to say No to this "special interest"
    I am very comfortable owning and will hold this stock until greatness comes.
    Now I'm going to Disneyland !

GHDX
29.72+0.60(+2.06%)Aug 29 4:00 PMEDT

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