Allergan Inc. Message Board

Keep Fannie & Freddie going strong for long!!
At their rate of growth and profitability, they will help the U.S. Treasury pay down the deficit, or pay off the National Debt. Amounting for a bonanza for less drag on the U.S. Economy.
It's soo simple. Why would anyone want to kill the "Golden Goose" that is working for the tax-payers.
I just don't get it. If it ain't 'broke'; don't fix it, eh...

WOW!!!
What a bonanza! This is a ground-breaking and game-changing product for the Facial Aesthetic sector.
it the first of it's kind to come to market.
Allergan's competitors have much to be concerned about with this news.
One day after being knocked down, AGN get's up and throws down this gem.
What a great company!
WOW!!!

Good deal dude!
Volumina is up for FDA approval. You have to really do your homework on this hybrid-pharma to understand their business.
I doubled down too. AGN is beating their competitors silly, and snagging market share from it's competitors.
I just love sector leaders who show this kind of moxie!
There is so much more good stuff going on with AGN, that I will hold for the long haul, and buy any weakness!

No need to be bummed!
The savvy investor is always prepared to respond when a great stock -- like AGN -- goes on sale.
This is a "Gift Horse" moment for the astute investor.
What a bonanza! Allergan delivers one of it's best quarters and the stock goes on sale!
Are you longs taking action?
AGN is way, WAY oversold at these levels!!!

Dude, AGN's acquisition of MAPP's Levadex is up for FDA decision any day now.
Plus AGN's Mgmt 2013, über-positive, earnings outlook is quite attractive even without this approval.
You'd be hard pressed to find a better idea in this unique pharma space.

He who rides tiger must be wary; lest he ends up inside tiger...

Hey Buffalochip..., how does AGN's recent, FDA Cohesive Gel Mammary Implant approval affects, Sientra?
This is a definite "game changer" for the Domestic U.S. Market as only the "insider industry cognoscenti" would note.
Please give us your "inside baseball" thoughts on how this re-arranges: market share among the trio in the U.S. Marketplace.
It is a definite coup for AGN, but please how do you see the "competitive aspect" playing out in the near and long term?

Cool on the whisper nbr, however, most investors will be focused on the size of the charges, the definitive mgmt-2013 revenue and earnings forecast.
Year over yr. growth should be off the charts, based on the size of acquisitions during the past fiscal yr.
Evaluating this company requires some good thoughtful DD, but ultimately, it will be the performance of VRX's mgmt, in pulling together all elements with the new parts, to perform up to the expectations that is now baked into the stock price.
It's quite a tall order!

YOY .

Extreme Value Stocks can be part of the investing equation, however; EVS, as rear view looking" mechanism, is an "extreme loser" in catching huge breakout growth winners at the right time.

During the 4th qtr. alone, AGN acquired SkinMedica, obtained FDA approval for Botox to treat OAB and recently bought MAP Pharm.

Don't you agree that because of these HUGE changes, AGN is a significantly different, and more valuable stock and company; that is yet to be factored into EVS's equation, and that these changes wont show up on EVS's radar, arguably, for another 12 to 18 months?

Dude, no wonder you've missed this latest AGN breakout move! You need a forward looking mechanism to supplement your EVS, static and rear-view device.

SO OL' SCHOOL & IRRELEVANT!!!

AGN'S BULL-RUN IS INFINITELY MORE COMPELLING!!!

SO OL' SCHOOL & IRRELEVANT!!!

AGN'S BULL-RUN IS INFINITELY MORE COMPELLING!!!

Folks, you've got to do your DD in this area.
Laviv is not the only game in town; there are several competing products in this area.
I know you folks are "pimping" your product; however, laviv is not without competition in the skin grafting and burn recovery area.
I really hate to #$%$ your balloon, but laviv is not the greatest thing since slice bread, guys, eh.
Immediately after FDA-approval -- 2 years-ago -- Laviv was being touted as better than Botox.
It never even got to the starting block before it frizzle-flopped and "inve$tor$ got ho$sed".
Now you are off again selling the sizzle of "burn and skin grafting" dominance, that is perhaps 2 to 5 years away from FDA-approval.
FCSC has only just announced for stage II clinical trials! So no need to buy the stock now because of the "opportunity cost" , or lost of putting your "capital in deep freeze" instead working.

Yo, I & I, you are one of quite a few pounding the table on AGN with bullish, outperform and exuberant forward looking ratings.
What is the timeline for your target price?
And please elaborate as to whether your analysis covers the recent arrival of Valeant Pharm.(VRX), into a mano-a-mano with AGN in the aesthetic and dermatology sector.

I view this competition as a huge positive and should result in an expansion and build out of the sector over the next 5 to 10 years.
With AGN, being the 800 LB gorilla, it should benefit the most, however; VRX should also benefit and the net result should be a win-win.
Does your attached assessment baked in this scenario?
Please elaborate?

Woot, Woot! I just can't wait to move to a brand, spanking new and spacious home built on uber-cheap desert land, eh.
In fact, I am trading in my 1200 square condo in Marina Del Rey to do so.
What a bonanza! (LOL!!)

Dude, what do you expect, eh!
It has a history of being a highly volatile and speculative investment.
Ancient Chinese saying: He who rides tiger must be wary, lest he ends up inside tiger.
Nice that you are cutting your losses...

Gertha, EVS, is a rear-view looking mechanism, and as such, presents a small window for evaluating a stock.

For the forward looking investor that is; 5+ years, VRX is quite intriguing. I have a position in VRX, and a larger position in AGN -- the 800 LB gorilla -- leader in this sector.
Allergan will be a big winner and represents the superior play; however, VRX will be a big winner too, by it's mere presence, size and offerings.
There is room for VRX and other players in this sector.
This is a win-win for both; AGN and VRX, in growing and expanding the depth and breadth of the aesthetic and dermatology markets.
Competition doesn't have to be a win-lose proposition folks...
This will be a huge upside for the BIG Players when they both flex their competitive marketing prowess; and it will be immediate!
For the cognoscenti investor, this is like "double-barrel-pin-action" for the foreseeable future.

BIG ouch if you bailed at $42!
I hope you recapture some with option trading.
I am betting that Allergan(AGN), has the edge with superior product offering in the lucrative aesthetic space; plus way better, and proven mgmt and -- more importantly -- an advantageous cash position.
I am going long AGN; and will use VRX as a periodic trading play, until it's character, and it's position is defined, after the MRX legal imbroglio is settled, and the deal is consummated.
Until then, VRX remains muddled with all kinds of risk, brought about by a legally uncertain environment.
It is not a prudent place for any self-respecting, individual investor's hard-earned-cash...
no matter what the "pro's at Barrons" are prognosticating...

With all due respect to the cognoscenti at Barrons, I must question this call.
How can anyone make such a "bullish-call" in the current -- uncertain -- legal environment?
The "Q-Med vs. Medicis legal imbroglio" hasn't been favorable vacated, and wont be decided for another few months.
Are you shorts and 'contrarians' out there paying attention?
This could be a wonderful opportunity!

Dude, a reverse stock split is no panacea. Stocks moves on: sales, earnings and profits. A reverse stock split is just a "cosmetic change"... a "facelift" -- if you will.

What kind of investor puts his capital on the line because of something as superficial as a reverse stock split?
You are so lost and so distracted, pal.

Yeah, you've got to watch those "salaries and perks".The best place for an investor to be is on the management team collecting them "salaries and perks"... so sweet, eh...