These posts are absurd. The fall in VRX stock has ZERO to due with Ackman. VRX is a scam. Almost a ponzi scheme. They need to continually buy other companies to grow their pipeline and service their growing debt. $30 bl in debt and 1.2 Bl in FCF? Please. This goes to ZERO. There are BIGGER investors here then Pershing. I wouldn't put a penny into this . Buy something real with your money. AMGN, GILD, AAPL dividends. REITS. not this garbage
Now they are pumping it away. Meanwhile, Davita Health is also going to enter this space and they are the one to own. DVA. DXCM continues to lose money and the HOPE is that they will eventually turn a profit. Meanwhile, eventually CMS will cut down reimbursements at this level due to the size of the market. all the numbers being paraded here will never come to pass. yes this is a big market. No it won't be as big as the hype.
Sorry, this is already WILDLY overvalued and will surely disappoint those that have gotten in late here.
Buyback can start on Friday. Won't matter. Long term this is an amazingly cheap stock. I will continue to buy every share I can get under 100 no matter how low they institutions drive it. Eventually the combination of buybacks, dividend increases and FCF will win out and the stock will move to new all time highs and higher.
I feel really bad for the CEO who is struggling with his own health issues, but the company has not been able to hire enough sales people and if he can't do the job, take a leave of absence and get a new CEO. This is a public company with shareholders that are losing their shirts. Time for change.
They have the sales force now through their last acquisition to ramp up testing on a much bigger scale. Adds to their existing lines and brings revenue. GHDX worth over $2bl so it won't come cheap but the long term trend towards genetic testing is the future of medical diagnosis, treatment and cost containment as well as achieving higher outcomes through Meaningful Use.
Only a few small players owning the shares here. If he can come up with the cash, and you know he can, he could take this private for a fraction of all time highs. Risk is he does it MUCH lower. Why buy here when he can buy lower. 8.8% dividend won't hold up. Massive debts. Will be interesting to see what happens here.
Oil plays getting destroyed.
If you're hear and short term, you may be VERY disappointed. I've owned and traded SGEN for several years now. Great pipeline. Solid management. Bakers continue to build position, but this can easily go higher or lower at the markets whim. Goldman hates them. Probably shorting them down.
Long term and possibly even now, this is a great acquisition for someone. High risk high reward. I think eventually they go for 85-95/share but market conditions will rule.
This is a nothing position. Sorry. sounds more impressive than it is. More of a problem is the approval from BSX today for their new arterial cleaning catheter. While CSII has struggled to gain marketplace acceptance, they have let the big dog into the race. They need a bigger partner with the ability to trains sales and grow market share. Might be too late here. Time will tell. Like the story and products but the CEo has not been able to grow the business and now is himself struggling with cancer.
Selling here boarders on ridiculous. Shorts are a farce. Hedge fund selling is a useless indicator as MOST are losing their shirts this year. Keep paying me that dividend apple. I will just sit and wait for 150 and more. Trade it up and down. Doesn't matter. FCF is king and apple rules this. sure there will be big qtrs and ones that are smaller around new releases by EVERY QTR Y/Y is bigger and the street knows this. Sell your shares if you need money. Otherwise, just relax and let apple do their thing. TIM COOK, I SEE YOU DOING A GREAT JOB. Thank you