What is the difference between management selling millions w ZERO buys in last year, and the shorts? I guess the only diff is shorts have to cover. But clearly both are doing the same thing, selling. But the shorts are the bad guysgirls, too funny
I couldnt agree more w you! And if you do your DD you will see that multiple insiders have sold millions (w zero buys ) in the last 6 months. I would take their advice (ie selling) to some degree, they know more than you clearly.
(S)hes got quite a little streak going, thats like 5 consecutive buys that are under water. Lol. Hope (s)he has funds left when it gets back to 2.50
Another outstanding quarter
You have been "guessing" that they are in merger talks for over 6 months now. How long do these talks take? Lol why didnt they announce the hire of their new M&A expert? Lol
Yep insider sales and buys have been a good indicator over the yrs w this company. Imo you are beyond reckless if you dont pay close attention.
Achillon Pharmaceuticals: "In the Hep C market, we have learned that there is just too much competition right now with Gilead and AbbVie and I don't think anyone is going to buy that company. if they do, it won't be at a huge premium I believe."
Thats a fairly optimistic take imo by cramer
so they dumped well over 100 mill , what was it? 120? and they bought back 25 mill? not that impressive, how many of those shares resulted from options that achn gave them for FREE?? seriously
Version? So not the same drug obviously. Encouraging early phase results! Still early and cancer is an entirely different beast than hep c. Tumor cells are obviously very diff than liver cells. Good luck!
And in terms of this board, the right horse was clearly pharmasset, all those people fixated still on what happened to inhibitex and identix are in la la land imo. Just ask yourself this, what will be the ROI for gilead on the pharmasset purchase? And then compare that to the roi for bmy and mrk on the inhibitex and identix purchases. It will be laughable
When cramer says something can go higher and higher even tho it doesnt make much sense for it to (ie all the good news is already baked in), we are probably at least in a mini bubble. Still plenty of $ to be made, "just" gotta bet on the right horses. The losers will be wiped out huge
So arwr is betting the farm on a project nvs gave up on? Because they think they might have a drug delivery system. Ive heard that one before. What if this dpc doesnt work? And looking at the market cap of arwr it doest look like anyone has much faith it will, whats plan B??
Imo the key is targeting the correct mechanism of action. Look at the MOA that arwr is targeting and then look at all the additional MOAs that tkmr is targeting. Being "ahead " with the wrong theory will get you nowhere, ie must have a plan B. The pharmasset /oncorefolks really understand the biochemistry of hep B and C and the non structural proteins roles, my guess is much better than the arwr folks. Do your DD on both companies and see the difference in their strategies. That is the key
So if its smart to buy the company that you claim is further along on a disease, and gilead is 6-8 yrs ahead of achn, what does that say about investing in achn? Pharmasset solved hep C, pharmasset became Oncore/Tkmr. I bet they solve hep B too. Arwr hasnt solved anything, just like achn