Patch - you still in GALE and CHTP with the implosions? Loading up more on the dips? Withholding on my end for now.
So you're still in GALE? Are you loading up at these sale prices? I tried to buy under $2, although I wasnt sold on the company, then it took off and passed.
Amen! Been waiting for the complete turn around and get this ship into high gear. USS V has been dead in the water, but pumped up to stay afloat. Let's RIDE!!
They need to convince the bureaucratic regulators of the merits and get them to stop gloating over their decision to ax T and ATT proposal. V is the alpha male and neither S or T can match their marketing, bankroll, coverage, etc. on their own. If the fedheads want to have real competition, they need to produce a legitimate contender.
The true longs here have held tight, and many have added, while WS has played their games. We have withstood the gauntlet of FUD, lies, HFs, HFTs, AF, BS downgrades, etc.
With every piece of good news, many have expected 'this to be it'....the item that would set us free. Yet, we're still in chains after new apps, millions of milestones in the bank, great reviews, increased reps, steadily growing sales, new indications being tested, new deals, etc.
Anyone want to post their view on when, or what it will take, for us to arrive at the long awaited day, our date with destiny?
Sentiment: Strong Buy
I have not sold either, but am out of powder to add more. I think the last two rides down to the $5s were/are a steal for a true long position.
Correct. Plus DT wants out. With S's appreciation since he bought in, he would be much wealthier if he had the remaining shares, in hindsight. That would be a factor in my decision on the next BO. If they can achieve the synergies on both sides of the balance sheet, the stock will grow nicely.
I'm in a similar position as ghetto, but way less shares. I bought PCS on an expected BO and regret not doing the same with LEAP. I'm hoping to sell out between $35-40.
I don't understand why some keep saying they only want DTs share and why they would pay so much, plus debt, for it. When they first floated $25B, or something in that range, I would agree it was likely only for DT. But $40-45B should be enough to buy it all, plus the debt, and make everyone happy, right?
He's been doing the same hit jobs on Arena for over 2 years that I know of. Sadly, it works. I don't understand how he can write this BS and not be arrested and convicted.
Well said. I didn't buy this 2+ years based on a near-term buyout. I know from personal experience that Iclusig works and is the only med that does for those who have exhausted the others. The trial with a lower dose may be just as effective, while removing the SAEs, which caused it to be pulled, and EPIC to end, in October. If so, we could be back in the hunt for a front line designation. Either way, there is a market for this med and Gleevec goes off patent this year. BP is always looking for a successful company to add to their portfolio and Ariad has been on their radar.
I bought at $10 12/2011, held through the Oct debacle (since the damage was done before I could act), tripled my position by adding at $2.26 and am in the for long-term. If this BO is false or fails, it's just a matter of time before it happens or they are successful on their own. My min exit point is $20.
Both V and O are overvalued, hyped by the crooks, etc. When the sun sets, we will be vindicated - real company, real profits, real novel compound, real pipeline, real results - with no WS crooks in the closet. We need a few weeks of great growth in new and refills, new country approvals and market awareness to get where we belong.
I agree with ghetto. DN has a partnership with S in TX, after the battle with Son. Interesting. I don't know if their spectrum would be a fit, but they could sell it to help finance a deal, plus TMUS is buying some from V. At a minimum, DN could help drive up the price as they did with S and CLWR.
As a former banker, I can tell you that market is fairly insensitive to fees and very profitable. They want convenience and prefer to use cash. They use high rate credit and 'rent to own' places to get what they need and want without little regard to the associated costs.