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AMC Networks Inc. (AMCXV) Message Board

cash2go 125 posts  |  Last Activity: Jun 24, 2016 3:22 PM Member since: Feb 8, 2006
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  • cash2go by cash2go Jun 24, 2016 3:22 PM Flag

    Deerfield Management now over 5%

  • cash2go cash2go Jun 24, 2016 11:11 AM Flag

    IPAB is focused on saving health dollars and will continue to meet annually.

    SCD is also associated with high treatment costs. One study estimated that in the United States, the average annual cost for the care of an adult patient with the most common genotype of SCD exceeds $200,000. This equates to cumulative lifetime costs in excess of $8.0 million over an assumed 50-year lifespan, driven primarily by hospital admissions, physician fees, clinic and emergency department visits, and the costs of diagnostic procedures and outpatient consultations.

    * Hold on small investors, the big boys will collect shares then drop the price lower (on Brexit concerns) so keep in your low bids and wait for the buyers to step back. Gulp, planned a plan and that was to get shares at much lower prices today, day is not over.

    GLTA

  • cash2go cash2go Jun 23, 2016 7:57 PM Flag

    The Funds will be buying at the end of the session. You can get fireworks as they must buy at the close no matter the price. A sellers stake would be nice, If holders ask for $3 and above that is where the stock will go.
    ((IF)) the price hits $3 I will sell. Hope all holders put in asks that are much higher. I've benefitted greatly from the rebalancing in the past.

    GLTA, it will all hit in the last few minutes.

  • cash2go cash2go Jun 23, 2016 4:15 PM Flag

    Also, why did Biotech (the IBB) recently crash hard to start recovering?

    The BAD:
    Why Biotech is Getting Crushed
    Ben Levisohn at Barrons

    On April 25th we wrote a report on IPAB, which stands for the Medicare Independent Payment Advisory Board. This is the entity that, under certain circumstances, has the power to propose/implement cuts to the Medicare program if a certain spending threshold (the “trigger”) is met. We said that the trigger determination would likely occur somewhere in the late May to July timeframe.

    Our latest information is that the trigger update is likely to come this week per industry contacts

    The Good:
    IPAB made a ruling yesterday and cuts in prices paid for the many overpriced drugs did not hit the threshold, not cut for Big Pharma. GBT440 would not have been a drug that would have seen cuts if IPAB decided to cut reimbursement on the many me-too and worthless drugs we overpay for. I was rooting for IPAB to make needed cuts on overpriced and questionable drugs. I am also long GBT because it is a very impressive and needed drug that IPAB cuts would not target.

  • cash2go cash2go Jun 23, 2016 3:56 PM Flag

    2017 should be a very good year for GBT and it's shareholders.

  • cash2go cash2go Jun 23, 2016 3:54 PM Flag

    Not selling at $27. This stock has a drug that has the potential to greatly reduce to cost of Sickle Cell therapy.

  • cash2go cash2go Jun 23, 2016 3:47 PM Flag

    Sickle cell patients live 25 to 30 years less than average. The pain associated with hypoxia in vital drugs is severe and hospitalization is required. Give me a cancer drug that gives patients 5 months extra of questionable quality life and you have a $5B drug.

    Holding cash and slowly add as the spiral may not have finished. Margin clerks and Brexit and the Russell rebalance on Friday. It's been the perfect storm for those new to this stock.

  • Reply to

    90-Day Data Show Sustained Treatment Response

    by cash2go Jun 23, 2016 11:47 AM
    cash2go cash2go Jun 23, 2016 11:55 AM Flag

    Raising funds during Brexit and and a biotech nosedive was a no brainer when you are focused on patients and getting a possible "breakthrough" drug to the market. When will the pediatric phase I trials start?

    Thank you to Brexit and Margin calling Divas for my $17 shares. Think Obama would like this one to gain accelerated approval and compassionate use availability before he leaves office?

    For those new to biotech "Fast Track" is something every company that comes up with a drug idea gets simply by filling out the application

  • Big Deal?
    All SCD patients dosed with GBT440 have shown a positive hematologic response. Additionally, a rapid and durable reduction in hemolytic anemia and sickling has been shown over 90 days. We continue to see a linear, dose proportional relationship between pharmacokinetics and pharmacodynamics, and the data continue to support the inhibition of polymerization of sickle hemoglobin through increased oxygen affinity as the mechanism of action of GBT440

    From Eyeing Biotech, analyst looking at medical advancements not Wall Street BS

    It is important to remember that healthy red blood cells have a lifespan of 90-120 days (SCD RBCs lifespan is much shorter) and hemoglobin is stable with low turnover rates so the drug is acting on a population of cells (and hemoglobin) that will only have a small fraction turned over at the 28 day marker if sickling is prevented and therefore expanding the life time of the RBCs.

    The entire article is well worth reading. It was written before 90 dat data that got me interested in this one as a long term investment.

  • Reply to

    Why Biotech is Getting Crushed

    by cash2go Jun 21, 2016 7:37 PM
    cash2go cash2go Jun 21, 2016 7:49 PM Flag

    Too many me-too drugs (costly as it is usually used to replace drugs going off patent) and price gouging whenever possible. Then we have these genetic therapies that cost hundreds of thousands. Next you have these scary stats:
    27 to 30 percent of Medicare payments cover the cost of care for people in the last year of life. 40 percent of Medicare dollars cover care for people in the last month. 12 percent of Medicare spending covers people who are in the last two months.

    Something needs to be done, it's going to be complicated and controversial. We have no choice unless we are willing to cut a few of those billion dollar planes, tanks and ships from the budget, you know that military industrial complex that Eisenhower warned us about.

  • Ben Levisohn at Barrons

    On April 25th we wrote a report on IPAB, which stands for the Medicare Independent Payment Advisory Board. This is the entity that, under certain circumstances, has the power to propose/implement cuts to the Medicare program if a certain spending threshold (the “trigger”) is met. We said that the trigger determination would likely occur somewhere in the late May to July timeframe.

    Our latest information is that the trigger update is likely to come this week per industry contacts.

  • Brexit worries could have a direct effect on Walgreens. The market is waking up to that fact and how Walgreens overpaid for Rite Aid before retailers were fighting online customers. Shouldn't Walgreens be focused on the internet of all things and how box stores are a target for their profit makers?

    GLTA, I've just become very wary of the merger that never happens and the why. Anything retail is sucking wind and is very afraid of the internet focus of consumers.

    I may return after the Brexit. However, I don't like the way retailand and the internet collision is in it's early stages.

  • cash2go by cash2go Jun 21, 2016 2:37 PM Flag

    It's risk off for biotech. Celgene has a problem with forced selling as buyers are being spooked by Brexit and IBB. We are coming into a period where the small investors in cash are the Kings of the market.

    GLTA

  • cash2go cash2go Jun 21, 2016 2:33 PM Flag

    Forced selling in biotech is almost at panic point. raise cash and be ready to buy a swoosh down

  • Have your cash ready for big swoosh down. This IBB and Brexit action causing liquidation of positions when there are no buyers.

  • Watch for GBT to decouple from IBB, that would be a strong indicator to buy. Then look for $26 in short time.

  • Reply to

    This Is The Fast Track!

    by cubicle_99 Jun 21, 2016 8:52 AM
    cash2go cash2go Jun 21, 2016 2:20 PM Flag

    If you file for Fast Track a company generally get it, so not that impressive. Yes, you do see every company the is approved for Fast Track is approved.
    Accelerated approval is given to badly needed drugs for disease states that have no effective options. Can be given after phase I if drug is considered safe and effective in early trials. "Blockbuster" designation mens a drug is likely going to be when a drug is going to significantly change treatment of a disease.

    Patience grasshopper, GBT's impressive and if further results are as impressive as data revealed good things should come to "investors" soon

  • Reply to

    Brexit = GBT

    by cash2go Jun 21, 2016 12:14 PM
    cash2go cash2go Jun 21, 2016 12:20 PM Flag

    Posting out of boredom. After Brexit I hope to buy full allocation and be in hold and wait mode. Anyone got some logical (not bashing) info they would be willing to post would be helpful. I'm not in love with any stock holding so...

  • cash2go by cash2go Jun 21, 2016 12:14 PM Flag

    Really?, however it is helping to provide nice entry points.

    IBB = GBT - it is a good indicator as to where set buys if you want to place low ball bids. IBB is biotech fund and is in danger of breaking $250 just as Brexit fears max out. IBB lower means selling of biotech good, bad and ugly. CELG & REGN about to become the foundation of my portfolio, again I would like to load up on a swoosh down. If not I'll gladly build these positions at higher prices, along with GBT has more risk along with MUCH higher return if all goes well.

    If your day trading this one I would like to know what you guys think about short term. I'm the worst day trader on the planet, bar none. Investing has been good to me and I only recently stumbled on this one. Kind of bizarre
    as it seems to nearing serious consideration to be first serious drug for the Sickle Cell patients. Done a lot of rsearch on GBT440 and it has so much potential not seen in price. Any reason not to have full position after Brexit vote? 2017 looks very good. Validation from more studies and compassionate demand will be

  • cash2go cash2go Jun 21, 2016 9:33 AM Flag

    sorry, wrong stock

AMCX
55.24-2.19(-3.81%)Jun 27 4:00 PMEDT