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Emulex Corporation Message Board

equityvaluation 14 posts  |  Last Activity: Nov 15, 2014 10:20 AM Member since: Sep 12, 2005
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  • equityvaluation equityvaluation Nov 15, 2014 10:20 AM Flag

    Seth Klarman reduced to his holdings in Theravance Inc by 2.84%. His sale prices were between $17.53 and $30.4, with an estimated average price of $22.87. The impact to his portfolio due to this sale was -0.28%. Klarman still holds19,815,983 shares as of 09/30/2014.

    Sentiment: Strong Buy

  • Reply to

    GSK buys 832,456 Shares of THRX today

    by equityvaluation Nov 4, 2014 9:15 PM
    equityvaluation equityvaluation Nov 4, 2014 9:25 PM Flag

    The average price is about $15.35.

    Sentiment: Strong Buy

  • equityvaluation by equityvaluation Nov 4, 2014 9:15 PM Flag

    Sentiment: Strong Buy

  • Reply to

    New Seeking Alpha story on THRX

    by equityvaluation Nov 1, 2014 7:32 PM
    equityvaluation equityvaluation Nov 4, 2014 9:11 PM Flag

    Hi Lottaluckeh, GSK bought a boatload of THRX today. We'll know on the 14th if Baupost added shares or sold some. I feel that at these levels it's a great buy!

    Sentiment: Strong Buy

  • Bariatric (weight loss) surgery, such as gastric bypass or gastric banding, could reduce the risk of developing type 2 diabetes by around 80% in obese people, compared with standard care, new research published in The Lancet Diabetes & Endocrinology journal suggests.

    Being overweight or obese is the main modifiable risk factor for type 2 diabetes. More than 80% of adults with type 2 diabetes are overweight or obese [1]. In England, just over a quarter of adults (26%) were classified as obese in 2010 (body mass index [BMI] 30kg/m2 or over)[2]. Up to 3% of people with severe obesity (BMI 40kg/m2 or more) develop diabetes each year.

    Using electronic health records from the UK Clinical Practice Research Datalink, Martin Gulliford, Professor of Public Health at King's College London, UK, and colleagues assessed the effect of contemporary surgical weight loss procedures on the development of diabetes.

    They identified 2167 obese adults without diabetes who underwent one of three surgical procedures (laparoscopic adjustable banding, sleeve gastrectomy, or gastric bypass) for weight loss from 2002 onwards. These participants were compared with 2167 controls matched for age, sex, BMI, and blood glucose control (measured as HbA1c) who did not have surgery or other obesity treatments. Participants were followed up for a maximum of 7 years (median 2.8 years).

    During follow-up, 38 new diagnoses of diabetes among participants who had weight loss surgery were recorded, compared with 177 in control participants. Compared with controls, diabetes incidence was reduced by about 80% in participants who had surgery, even after controlling for other important factors including smoking, high blood pressure, and high cholesterol.

    Sentiment: Strong Buy

  • equityvaluation by equityvaluation Nov 1, 2014 7:32 PM Flag

    Update: GSK Starts Promoting Theravance Drugs More Actively


    Theravance says that current results are beating its internal forecasts and reiterates its commitment to a stable dividend.
    Several upcoming catalysts could significantly impact the business.
    GSK has finally decided to leave Advair to its destiny and actively transitions patients to the Theravance product range.
    I feel more confident than ever that the current sell-off is due to a short-sighted focus on almost meaningless short-term results.

    Finally, the reported marketing activities were quite noteworthy, as they show a significant shift on the side of GSK. Until recently, the British pharma giant had not been clear about the destiny of its own LABA/ICS Advair - i.e. whether it wanted to squeeze as much profit out of the dated blockbuster before generic competition kicks in, leaving the "change" for the more recent Breo, partnered with Theravance and hence less profitable for the Brits - or whether it wanted to promote Breo actively, accepting significant cannibalization of Advair's sales even before generic competition arrives. The most recent news in this respect is that GSK presented data from Phase 3 studies at CHEST 2014 in Austin, Texas, which basically compared Breo to Advair, with Breo being the winner. Other studies presented proved the added benefits of UMEC, when taken together with Breo, indicating a path to "open" triple therapies involving the new product. In addition, GSK six weeks earlier had presented data supporting the efficacy and safety of Breo and Anoro. Finally, even Anoro was compared to Advair (called Seretide in some countries) and results indicated that Anoro was overall the better choice. These activities leave no doubt that GSK is definitely trying to transition as many patients as possible from its older product to the new ones.

    Sentiment: Strong Buy

  • equityvaluation equityvaluation Oct 31, 2014 2:49 PM Flag

    Note from ML:
    and financials
    Data from the SUMMIT study, expected in
    2015, if positive, could encourage
    eo use as it would be the only LABA/ICS with a label
    that indicates a
    Data from the
    real world
    Salford l
    ung study
    is expected in 2016.
    Data from
    both trials could drive improvement in formulary access and prescribing patterns.
    GSK is con
    ducting a phase 3 study for the closed triple which is expected to take
    roughly three years. As a reminder THRX and TBPH will split the royalties from this
    . The company commented that it
    will pay
    a second cash dividend of
    on Decem
    ber 23
    and that the dividend payment is not at risk, as THRX
    had modeled a very conservative Breo/Anoro trajectory when determining an
    appropriate dividend.
    We continue to expect the company will grow dividends over
    The company expects to end 2014 wi
    1bn of NOLs.

    Sentiment: Strong Buy

  • equityvaluation equityvaluation Oct 31, 2014 1:07 PM Flag

    Russell rebalancing may create extreme volatility end of the day, my hunch is that THRX may see a big pop up at the close.

    Sentiment: Strong Buy

  • "e continue to focus on our strategy of optimizing the value of BREO and ANORO, maintaining a low overall cost structure, reducing overall corporate cost to capital and building a recurring revenue business attractive to investors seeking capital returns from dividend payouts and potential future share repurchases. "
    "Obviously we did quite a bit modeling before we initiated the dividend; we understand the commitment around that. And we did not model our highest scenarios in terms of deciding what level of overall dividend we will be paying. So sitting here today, I would make two comments. One is we actually did model the dividend forecast on numbers that are lower that where we are today, so we took a pretty conservative view in terms of the overall forecast when we decided to initiate a dividend."
    "Again, looking forward here, there are some significant catalysts that are coming down the pipe. Number one, we remain quite committed to working very closely with GSK to optimize the launch. There is a lot of activity going on that front in terms of the overall marketing mix and various components to that. Number two, the upcoming asthma PDUFA date. This is certainly probably the single most important event I have been watching here going forward. Roughly speaking the US asthma market is in the neighborhood of 25% of the global dollar value of the LABA/ICS market, so this obviously a very important potential approval coming up here."

    Sentiment: Strong Buy

  • Interesting call.

    Sentiment: Strong Buy

  • equityvaluation equityvaluation Sep 16, 2014 10:05 PM Flag

    As of 8/11/14, GSK owns 30748723 shares of THRX which is almost 27% of the outstanding shares.

    Sentiment: Buy

  • equityvaluation equityvaluation Sep 16, 2014 7:18 PM Flag

    Auxilium received an unsolicited buy-out offer after the close today and the stock is up 50%! It's just a matter of time before THRX gets taken out IMO!!!

    Sentiment: Buy

  • equityvaluation equityvaluation Sep 16, 2014 7:07 PM Flag

    sometimes it pays to buy and hold!

    Sentiment: Buy

  • FDA gives green light to Baxter's Hyqvia
    World News | September 14, 2014

    Kevin Grogan

    FDA gives green light to Baxter's Hyqvia

    The US Food and Drug Administration has approved Baxter International and Halozyme Therapeutics’ Hyqvia for the treatment of adults with primary immunodeficiency.

    The thumbs-up for Hyqvia (immune globulin infusion 10% [human] with recombinant human hyaluronidase) makes it the first subcutaneous IG treatment approved for PI patients with a dosing regimen requiring only one infusion up to once per month and one injection site. Baxter noted that the majority of PI patients currently receive intravenous infusions in a doctor’s office or infusion centre and current subcutaneous IG treatments require weekly or bi-weekly treatment with multiple infusion sites.

    Marcia Boyle, president of the Immune Deficiency Foundation, said that “since each person with PI responds differently to treatment, having options that meet these individual needs is critically important”.

    The approval is a major boost for Baxter and Halozyme given that the FDA rejected Hyqvia, then known as HyQ, in 2012. It was approved in Europe last year for the treatment of PI syndromes and myeloma or chronic lymphocytic leukaemia with severe seconday hypogammaglobulinemia and recurrent infections.

    Baxter intends to launch Hyqvia in the USA in the coming weeks.

    Sentiment: Strong Buy

5.41-0.09(-1.64%)Nov 28 1:03 PMEST

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