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Vertex Pharmaceuticals Incorporated Message Board

beachinv 873 posts  |  Last Activity: Mar 14, 2014 12:59 AM Member since: Oct 4, 2012
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  • Hope shorts keep shorting - more fuel for the fire...:)

  • Just a bad biotech tape issues here as fundamentals have never been better with strong institutional support. This will be a snap back to test $30 and slow grind to $40 but will happen in next couple months imo. The only real positive biotech movers on my tape today were TSRO and INSM. Both also have solid catalysts in near term with lots upside....

  • Reply to

    Deutsche Bank out with $72.00 price target

    by zonin.amarone Mar 13, 2014 3:49 PM
    beachinv beachinv Mar 13, 2014 7:19 PM Flag

    I have been long just recently- look for continued runup as shorts trapped here (only 18mil float) with 2 mil shrs short. Big squeeze coming as we and a few others are adding...:) dangerous game here for shorts as institutions will be adding as fundamentals are good here with their existing positive phase 3 data and the global licensing deal for portfolio of antibodies for cancer immunotherapies just puts this stock much too cheap. Shorts will be scrambling over $50 soon. Check out INSM also been a long holder of this one - moving up on heavy volume today ahead of clinical trials for NTM lung infections in next 2 wks. Think data will be positive as they have history of positive data with the product even in phase 3 trials for CF patients....look for big move up in INSM also....:)

  • Given the drug platform and upcoming catalysts I like the potential for NTM and CF. Stay the course and understand the drug and previous trial results. Don't pay too much attention to the noise and you will see how attractive this investment is based on risk/reward. Lets see who is correct by next month....:) GL to all even the

  • Reply to

    Buying opportunity for people who were left out.

    by levonchiko Feb 11, 2014 12:27 PM
    beachinv beachinv Feb 11, 2014 1:16 PM Flag

    Agreed here. There has been no news just based on analyst opinion basically saying that he was somewhat wrong before...Think there are other motives here as Wedbush was one of the few firms left out in the last fundraising round...:) Perhaps some sour grapes for not getting any banking fees? Also their pt doesn't make sense as they didn't come out and say that they thought data would be negative for NTM. There is limited options for patients suffering from NTM so with positive data from upcoming trial I believe FDA will work with the company to make this available to the public quickly...Today is a buying opportunity imo. GL to all

  • This will be fun as there are lots more upside from these levels. Look at valuation, this could easily be over 400 mil mkt cap. Very attractive assets also for many suitors....:)

  • beachinv beachinv Feb 4, 2014 11:20 AM Flag

    Much too quiet here...Think good levels to add again. Will not stay that way for too long...:)

  • We and others are accumulating shares. Shorts caught off guard as long as they are stubborn we will have sharp spikes up....:) Big surprise for the shorts soon....

  • Overall mkt has been weak but select biotech will still outperform this year as pharma races to expand their current weak drug pipeline and will see more deals. FDA has been very active in allowing novel drugs that show efficacy for indications with little treatment options. INSM continues to be my top holding- we have been through many cycles with this company and I believe that we are about to enter more commercialization phase with upcoming positive surprises even non-Arikace...:) My feeling is that many will look back and wonder why they didn't invest more $$$ here as Lewis will soon turn this company into multi-Billion $ biopharma. Look back at my previous posts I have been very transparent in my views and outlook. Stay the course as our investment here will really accelerate higher imho...Good luck to all and invest based on your analysis and diligence these opportunities will not always present themselves....:)

  • We have initiated a position recently in last week...Think easy double from these levels, very high likelihood of approval and adoption. My friends are scaling in and will be adding. Def oversold - i knew it was a buy when my friends who were short kept asking me what i thought about it down here...We have had a few nice pickups in last 18 months- INSM, VPHM, HALO, ONXX, PACB, ALNY, ACAD, KERX....This will be another good one imo....:)

  • beachinv beachinv Jan 3, 2014 1:13 PM Flag

    We have seen this over and over with the clown AF- no reason to complain he is helping out his buddies who are short. I just buy and celebrate new highs in a week....:) We are buyers at these levels...

  • All those trading stock - lesson to be learned is that this stock is a buy and hold. Go back and look each pullback has been met with strong buying and more conviction we are making new highs and higher lows. The fundamentals and catalysts are in place for this to become a solid large biopharma play. My friends in the business are holding onto this for much larger returns from these levels....:)

  • beachinv by beachinv Nov 22, 2013 12:06 PM Flag

    Have been adding on pullbacks. Funds see value in the platform at these levels. Roche offers validation and benefits from the deasl will be seen as they market PACB's products......

  • Another great call from Adam F on SRPT - If you had invested based on his opinion you would have been wiped out today (down over 64% in one day). Excerpts from his bullish article 4/15/13

    The U.S. Food and Drug Administration is actively reviewing the efficacy and safety of Sarepta Therapeutics' (SRPT_) Duchenne muscular dystrophy drug eteplirsen even though the drug has not been formally filed for approval yet.

    Weird, huh? But also good news for Sarepta. While investors have been obsessing over whether or not FDA will allow an eteplirsen accelerated approval, the agency is already reviewing the drug as if it was filed.

    Why? Because FDA understands that a decision to allow Sarepta to file for accelerated approval filing means eteplirsen will be approved. What's going on with eteplirsen now at FDA is not a "file or don't file" decision, it's a mini review....

  • beachinv beachinv Nov 11, 2013 3:48 PM Flag

    Please keep shorting INSM - i also owned VPHM for last 3 years with cost under $10. My cost in INSM is around $8 now. Your time will come soon when you wished you cover at $15.50's. Support for much higher prices is coming and faster than you think, btw pls save this message so you can remember as i am sure you will want to forget....:)

  • Reply to


    by laonda32 Nov 11, 2013 3:59 AM
    beachinv beachinv Nov 11, 2013 11:30 AM Flag

    Yeah made some good money in VPHM. Big positions in INSM, HALO, PACB now. Take look - good platforms w strong catalysts...

  • Large pharma companies will want to do deals w HALO....Big boys loading up here for a run as many more catalysts here. Owned VPHM and was patient, think HALO will offer the same reward to investors - always need core pos here. Long - HALO, INSM, PACB, CLDX. ACAD, INO....:)

  • Reply to

    Time to buy...

    by beachinv Oct 23, 2013 10:48 AM
    beachinv beachinv Oct 23, 2013 12:40 PM Flag

    I have seen it where Roche can come back and take equity stake in company since they have a solid partnership in place. Eventually they may also come back to table and decide they want to take whole co at the right price....

  • beachinv by beachinv Oct 23, 2013 10:48 AM Flag

    These levels pretty good entry for more. Roche will continue to do more deals here...This will be a $10 in a year....:)

  • beachinv by beachinv Oct 22, 2013 12:05 PM Flag

    Remember this article by him (11/6/12) prior to ACAD results in Nov 2012...-

    Acadia said top-line results from the pimavanserin phase III study in Parkinson's disease psychosis (PDP) would be announced this month, reiterating it's previous timing guidance.

    But if Acadia is optimistic about pimavanserin's chances, why did the company sell stock so cheaply in the September quarter?

    But if the study fails, investors shredded by Acadia's plummeting stock price will look back at the ATM sale and curse themselves for not heeding the warning.
    -- Reported by Adam Feuerstein in Boston.

    Lets see if you had followed his cautious note you would have sold ACAD stock under $2 and missed the run-up to mid 20's.......

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