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Isis Pharmaceuticals, Inc. Message Board

equityvaluation 24 posts  |  Last Activity: Apr 23, 2015 9:20 PM Member since: Sep 12, 2005
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  • equityvaluation equityvaluation Apr 23, 2015 9:20 PM Flag

    Seth Klarman's Trades During Q1 2015 - GuruFocus

    Sentiment: Buy

  • Seth Klarman's Trades During Q1 2015

    He increased his position to 21,753,460 shares (Impact 0.57% on his portfolio) of Theravance Inc (THRX) at an average price of $13.855. Seth Klarman after this trade is the main holder of THRX with 18.65% of shares outstanding, followed by Richard Perry (3.45%)

    Sentiment: Buy

  • Anthera Pharmaceuticals Given New $7.50 Price Target at Piper Jaffray (ANTH)

    Posted by Nolan Pearson on Mar 30th, 2015 (WKRB news)

    Anthera Pharmaceuticals analysts at Piper Jaffray boosted their price objective on shares of Anthera Pharmaceuticals (NASDAQ:ANTH) to $7.50 in a note issued to investors on Monday. Piper Jaffray’s price target points to a potential upside of 73.61% from the stock’s previous close.

    Sentiment: Buy

  • equityvaluation equityvaluation Mar 26, 2015 1:53 PM Flag

    Nice retest again today and bounced back nicely! IMO, stock wants to go higher!

    Sentiment: Buy

  • The previous resistance at 15.90 or so has served as good support as THRX bounces off in a very weak biotech market (XBI down over 5%)

    Sentiment: Buy

  • Reply to


    by hotandtired Mar 19, 2015 4:09 PM
    equityvaluation equityvaluation Mar 19, 2015 6:06 PM Flag

    According to Merrill analyst Graham Perry, Advair use in the 12-17 year old category is 20% , so Breo's approval for adults will a big boost for the remaining 80% adult population

    Sentiment: Buy

  • equityvaluation equityvaluation Mar 19, 2015 11:06 AM Flag

    Good trading there, lottaluckeh! If they succeed with the Asthma indication the odds that GSK will buy them out increase substantially.

    Sentiment: Buy

  • equityvaluation equityvaluation Mar 18, 2015 8:20 PM Flag

    No trading tomorrow, Good luck to the longs and may GSK/THRX do a good job tomorrow.

    Sentiment: Buy

  • Merrill's note may have contributed to today's decline in an up market. An excerpt:
    Risk to ages 12-17.Pre-approval safety trial not excluded

    FDA briefing documents released ahead of Thursday’s FDA advisory committee
    meeting for Breo, GSK’s new LABA/ICS for asthma,suggest some risks to approval. These were
    expected given the FDAs historical concerns over risk of asthma-related death with LABA containing therapies.
    Specifically:(1)the FDA questions Breo’s risk/benefit profile in 12-17 year olds (we estimate c20% of current
    Advair use).(2)the questions leave open the option for the panel to recommend a large safety study pre-approval, across all age groups, which would likely see GSK drop the asthma indication if required.

    IMO, Merrill is being unduly cautious and will be proved wrong.

    Sentiment: Buy

  • equityvaluation equityvaluation Mar 18, 2015 4:08 PM Flag

    You are absolutely right, there are a lot of scepticism about a positive panel tomorrow. Let's not forget that over 25% of the float is still short.

    Sentiment: Buy

  • equityvaluation equityvaluation Mar 18, 2015 9:25 AM Flag

    A latest FDA review rejects all the previous misconception related to GlaxoSmith’s asthma drug: Breo Ellipta. Earlier, a few researches claim that Glaxo’s asthma drug increases death rates in patients. However, the recently issue preliminary review from the government health agency shows that there is no safety issue with Breo Ellipta. The drug significantly postpones the symptoms of asthma. Nonetheless, the FDA data only analyzed the clinical studies of the drug manufacturing company. The approval will make the drug useful for other treatment as well.GlaxoSmithKline Plc’s respiratory treatment for chronic breathing problems did not show any new safety problems while being tested to treat asthma, a preliminary review by U.S. Food and Drug Administration staff found.

    The review comes two days ahead of a meeting of FDA advisers to discuss the combination treatment, Breo Ellipta, and recommend whether or not it should be approved to treat asthma.

    The inhaled drug combination is already approved to treat chronic obstructive pulmonary disease, a breathing disability that gets worse with time and affects mostly smokers. Breo Ellipta is a combination of a corticosteroid as well as vilanterol, a compound that dilates airways, but has historically been linked to asthma-related deaths.

    The FDA staff said on Tuesday there were no asthma-related deaths in Breo Ellipta studies it reviewed and that data on asthma-related hospitalizations were not observed uniformly in the 23 studies that Glaxo conducted. (From Newsworld-FDA Issue Positive Preliminary Review)

    Sentiment: Buy

  • equityvaluation equityvaluation Mar 17, 2015 3:07 PM Flag

    the main focus of the panel is on safety

    Sentiment: Buy

  • Asthma indication would be a strong catalyst

    Sentiment: Buy

  • From streetinsider:
    Jefferies Says Cost-Effectiveness Analysis Suggests Broad Seattle Genetics (SGEN) Adcetris First-Line Use
    February 9, 2015 7:01 AM EST
    Jefferies analyst Thomas Wei reiterated a Buy rating and $53 price target on Seattle Genetics (NASDAQ: SGEN) saying a cost-effectiveness ...

    Sentiment: Buy

  • Pfizer should look at Seattle Genetics (NASDAQ: SGEN ) , a major developer of antibody-drug conjugates, or ADCs, commonly known as "cancer smart bombs." ADCs seek out and attach themselves to cancerous cells and then inject them with cytotoxic agents. This "targeted chemotherapy" spares healthy cells, which traditional chemotherapy usually wipes out. Although Seattle Genetics wouldn't move the needle in a huge way for Pfizer, a bolt-on acquisition could give a boost to Pfizer's oncology business.

    Seattle Genetics has one approved ADC, Adcetris, indicated for two types of lymphoma. The company holds commercialization rights for Adcetris in the U.S. and Canada, while Takeda Pharmaceutical holds the marketing rights worldwide. Sales of Adcetris in the U.S. and Canada rose 24% year over year to $131.7 million during the first nine months of fiscal 2014, accounting for 61% of revenue.

    There was recent concern that two recently approved immunotherapies -- Merck's Keytruda and Bristol-Myers Squibb's Opdivo -- could cause trouble for Seattle Genetics. Both drugs, which target the PD-1 pathway, have been effective at treating Hodgkin's lymphoma, or HL, after patients were first treated with Adcetris and showed disease progression. However, Bristol-Myers and Seattle Genetics are now testing Adcetris with Opdivo in clinical trials for blood disorders, including relapsed/refractory HL, so PD-1 inhibitors could complement, instead of compete against, Adcetris.

    Seattle Genetics already collaborates with Pfizer on Anti-5T4, an ADC that's being tested in phase 1 trials on solid tumors. (go to the article for the whole story)

    Sentiment: Buy

  • equityvaluation equityvaluation Feb 4, 2015 11:19 PM Flag

    iRobot CFO Alison Dean also recently gave new perspective on how the company is investing for the future, detailing tens of millions of dollars spent each year on not just improving its existing moneymakers, but also advancing key technologies such as low-cost manipulation, video navigation, and even leveraging the cloud for resource intensive tasks such as object detection, large map storage, and communication between devices.

    Naturally, I'll be listening closely to iRobot's Thursday morning conference call to see whether management is willing to elaborate on Angle's comment. But as it stands, I'm simply not convinced that iRobot's report today is as bad as the market seems to indicate.

    Sentiment: Buy

  • equityvaluation equityvaluation Feb 4, 2015 11:18 PM Flag

    Even so, the midpoint of both ranges sits below analysts' expectations for 2015 revenue and earnings of $643.1 million and $1.44 per share, respectively.

    Unfortunately -- and despite the return to growth in Defense & Security -- iRobot expects Home Robot revenue to still represent 90% of 2015 revenue as growth decelerates to a range of 11% to 13%. Angle explained though it expects Home Robot sales in the U.S. to enjoy continued momentum with growth in the mid-teens, international sales "will be tempered by macros and currency devaluations."

    Next, iRobot's Remote Presence business will focus primarily on improving the scalability of its solutions, while holding revenue relatively flat on a year-over-year basis at just $3 million.

    Teasing new products We should also keep in mind that iRobot has demonstrated a knack for favoring caution, typically underpromising and overdelivering on its full-year guidance. There's no guarantee it's doing the same this time around. But as I noted on Tuesday, you might recall that iRobot stock initially plunged in after-hours trading after last year's fourth-quarter report, when the company provided weaker-than-expected 2014 guidance, only to pop more than 12% the following day, after management offered its encouraging perspective for the future during that morning's conference call.

    Incidentally, Angle offered one such tantalizing hint at what's to come in iRobot's press release today, saying, "2015 will be an important year for iRobot as we begin to roll out and monetize investments we have been making in crucial robotic technology."

    Sentiment: Buy

  • equityvaluation equityvaluation Feb 4, 2015 11:16 PM Flag

    From Motley Fool:
    iRobot Corporation (NASDAQ: IRBT ) just released reasonably solid fourth-quarter results. But if iRobot stock's 8% after-hours drop is any indication, the market isn't happy. So what happened?

    On one hand, quarterly revenue climbed 20.7% year over year to $159.3 million. That's within iRobot's guidance range, but below Wall Street's optimistic expectations for sales of $164 million. Net income, on the other hand, nearly tripled to $0.31 per share, which is both at the high end of iRobot's expected range and above analysts' expectations for earnings of $0.30 per share.

    "All three of our businesses met our expectations and made significant progress against their strategic plans," said iRobot CEO Colin Angle, "setting us up well for 2015."

    iRobot enjoyed solid 19% year-over-year growth in overall Home iRobot sales, including an increase of over 20% domestically and 17% overseas. Meanwhile, though iRobot's press release didn't contain specifics, it did say the Remote Presence business "continued to ramp sales" of RP-VITA telemedicine robots for use in hospitals, and it sold Ava 500 Video Collaboration robots to "several" Fortune 500 companies.

    Finally, iRobot says its Defense & Security business "delivered results consistent with expectations, exited 2014 with a solid backlog, and is positioned for healthy growth in 2015." For perspective, this means iRobot's D&S business is poised for its first year-over-year sales increase since 2011.

    On guidance Speaking of which, for the current quarter iRobot expects revenue of $114 million to $117 million, and earnings per share of $0.08 to $0.10. Both ranges are well below analysts' expectations for sales and earnings of $133.8 million and $0.27 per share, respectively.

    To its credit, iRobot's full-year outlook at least partially narrows that gap; iRobot expects 2015 revenue of $625 to $635 million, representing 12% to 14% growth over 2014, and earnings per share between $1.25 and $1.45. Even so, the midpo

    Sentiment: Buy

  • On Feb. 5, 2014, IRBT dropped 4.8% in after-hours action after beating on Q4 EPS, meeting on revenue, and setting mixed guidance. The stock reversed sharply the following day, ending the Feb. 6 regular session up 12.3%.

    Sentiment: Buy

  • equityvaluation equityvaluation Feb 4, 2015 11:57 AM Flag

    From Daily Mail (UK) :
    Witty said GSK is already gaining market share among new respiratory patients in Japan and the United States, where 15-year-old Advair and new lung drugs Breo and Anoro are available.

    "I am not saying to you on this call (that) I hope to see market share increase for respiratory, I am telling you the market shares have begun to go up in the last few weeks," Witty told reporters

    Sentiment: Buy

66.37-1.38(-2.03%)Apr 24 4:00 PMEDT