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Allergan Inc. Message Board

evelynn_kim 125 posts  |  Last Activity: Aug 10, 2012 2:59 PM Member since: Apr 12, 2000
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  • evelynn_kim by evelynn_kim Aug 10, 2012 2:59 PM Flag

    Seems to me likelihood of buyout is good. If so, who would be a likely candidate? Guesses on takeout price?

  • evelynn_kim by evelynn_kim Jul 25, 2012 1:22 PM Flag

    Have 2000 shares in two accounts (Roth and regular taxable). I have a 100% gain on TLON. Want to sell half around here to take profit, the rest will play with house money.

    Question is, should I sell my Roth shares or the regular account?

    I'm leaning toward Roth, as in the event that TLON drops, then at least I can claim capital loss. Thoughts?

  • evelynn_kim by evelynn_kim Mar 15, 2012 12:25 PM Flag

    Just wanted to chime in quickly. Although I am a physician, I am not a hematologist/oncologist, what really struck me was the 24% complete remission rate at 4th line treatment. This is nothing to sneeze at even without phase 3 data. If if it is voted down at the advisory committee, the data is compelling enough that I believe the recommendations for future approval beyond May 2012 will be quite positive and feasible. Given that this is a "repackaging" of an oldie but goodie, I believe the threshold for approval is going to be lower. No new insights of course above of course, but just wanted to share some thoughts.

    I don't have a large stake, some play money in just 1500 shares, but just went long at .88. This will probably be my first and last post. Now back to seeing patients! Good luck!

  • Not a long or a short. We are in the process of buying a new Pulte house in the West.

    Not sure if this situation is unique to Pulte or if it is industry wide.

    The house is a >$700k house, still 3 months from completion. It just has a wooden frame and nothing else. We negotiated incentives, however, we were told that it was "too late" to use it on upgrades the builder offers for items such as rain gutters, adding a small concrete walkway, recessed lighting, etc. We were told that we could not change big items like granite which we understand, but putting in a garage door with windows is not allowed as an upgrade as it is too late (no garage exists currently!!)

    This is so disappointing, it is ridiculous. We cannot fathom why simple things as this cannot be done with so much lead time. Its come to the point where we've contemplated NOT purchasing a Pulte home.

    We've seen poor reviews by Pulte already all over the web, and the poor stock price is not inspiring.

    We considered contacting the CEO/president of sales, etc, but doubt that they would listen and we don't have their contact info. Maybe investor relations would help, but we don't own shares.

    We have to sign the contract by tomorrow, but we are so disappointed that we are hesitant and may put this home sale in jeopardy.

    Thoughts? Comments and suggestions appreciated.

  • First time poster here, don't anticipate posting more. Disclose, I am a long, bought pre-approval, now in the red.

    Just trying to get into the mind of what Pernock is doing. I, like many, have been greatly surprised that there has not been any PR from the company since the approval. This surprise turned into anger; surely, he isn't asleep at the wheel is he? FCSC plummets in part due to the silence.

    A week out, still no PR. Now I am thinking there is more than meets the eye and the silence must be due to a reason. As already suggested by many, FCSC is unlikely to be able to financially go at this alone. Purely speculating that David Pernock is CURRENTLY engaged in talks for either partnership or buyout, thus the mandated gag.

    3 scenarios:

    1) If CEO says, congrats, approved, but we don't have enough funds, then stock tanks and he loses leverage in forming partnership.

    2) If CEO says, congrats, approved, and we will launch ourselves, he WOULD HAVE ALREADY done so in a PR last week.

    3) CEO says nothing, while negotiating terms of partnership/buyout. Any PR can influence the pricing of a potential buyout, thus the silence.

    I have a vested interest, so I am hoping scenario 3 is correct. Opinions?

  • Thank you!!

  • Botox is currently the big dog, but it would behoove you to do your due diligence and research FCSC. AGN longs are foolish not to.

  • evelynn_kim by evelynn_kim Jun 22, 2011 11:34 AM Flag

    This may be the beginning of the end for Botox. Allergan might want to pre-emptively strike while the market cap is still low.

    Laviv is not about nasolabial folds. Once its approved for acne, lookout!! No more Accutane, etc.

    Btw, Tradeking does not allow for stop loss orders, so I don't think that is what is keeping price low.

  • evelynn_kim by evelynn_kim Dec 22, 2010 4:24 PM Flag

    just purchased 40 $8 call contracts for May 2011. It seems the call options are underpriced. Go SPPI!!! GLTA and happy holidays!

  • on TDAmeritrade. Want to buy more shares, bought before without problem. Anyone else experience this?

  • Reply to

    BIEL reported financial strengthening today

    by hyde4us Aug 19, 2009 11:39 AM
    evelynn_kim evelynn_kim Aug 19, 2009 11:54 AM Flag

    I'm long Neph.ob at avg 1.32, long Biel.pk at 0.08. Biel.pk looks intruiging and I see it mentioned a lot in NEPHs MB. I lucked out and bought VNDA the day before approval. Getting greedy and trying to hit a home run again.

    Too bad I struck out with DSCO.

  • Reply to

    New move

    by evelynn_kim Jun 25, 2009 3:24 PM
    evelynn_kim evelynn_kim Jun 25, 2009 3:34 PM Flag

    I meant NICE move to 3.80 ... pps movement quite volatile lately.

  • evelynn_kim by evelynn_kim Jun 25, 2009 3:24 PM Flag

    at the close. Go RZ! Long at 3.72

  • Reply to

    Prospective Investor needs opinion

    by evelynn_kim Jun 25, 2009 12:20 PM
    evelynn_kim evelynn_kim Jun 25, 2009 3:06 PM Flag

    1) They sold on the 10th and the priced climed another 30%+ 5 days later, so they could have got more

    - to play devil's advocate, predicting OTC stock price is difficult. Could be profit taking but didn't get out on the "peak".

    2) If they knew they werent getting approval, news of that would have been out by now (10 days later)

    - I'm not sure of this point.


    What is concerning is that many of the fund sold some of their positions when they KNEW the FDA decision is around the corner. As far as I can tell in the filings, no funds added or opened long positions. What is the reason for this??

    I'm considering adding more to my position, and I just found out about this stock today, so still working on doing my diligence. Hope no offense is taken.

    GLTA

  • Reply to

    Prospective Investor needs opinion

    by evelynn_kim Jun 25, 2009 12:20 PM
    evelynn_kim evelynn_kim Jun 25, 2009 3:01 PM Flag

    Thanks for the replies.

    For what its worth, I just closed my position on AIG and switched it to NEPH at $1.16. Watching AIG is like watching paint dry, at least NEPH is like a kid with a surprise birthday party looming... you may or may not get what you want as a gift, but it sure is exciting!

    FWIW, I am also long DSCO at 0.84. I also bought a super small position 500s of VNDA the day before the approval (check my posts). I guess I'm getting greedy, but here's to hoping lightning strikes thrice!

  • The pending FDA decisions and the recent PPS upswing make this stock very intriguing. However, what is concerning are the significant insider trades, as recent as 2-3 weeks ago. Comments appreciated. Looking to start a long position, perhaps.

    http://www.mffais.com/nep

  • Virtually all of the second generation atypical antipsychotics have FDA indications for use in bipolar mania. This is the next step for VNDA if I were the CEO.

    http://rn.modernmedicine.com/cms/data/articlestandard//rnweb/262006/339911/i1.gif

    Any psychiatrists here?

  • Reply to

    Who will partner with VNDA if Fanapta

    by drugstock May 6, 2009 11:29 AM
    evelynn_kim evelynn_kim May 6, 2009 11:50 AM Flag

    opened new long position at 1.05, GLTA

  • Reply to

    DON'T SELL THIS STOCK

    by krasniqi1967 Apr 28, 2009 10:02 AM
    evelynn_kim evelynn_kim Apr 28, 2009 10:04 AM Flag

    mark my words, eom

  • Reply to

    % of business

    by pfbcm3 Apr 27, 2009 1:01 PM
    evelynn_kim evelynn_kim Apr 27, 2009 8:04 PM Flag

    According to Forbes, in 2006, Tamiflu sales was $2.2 billion.

    "So far, Roche ( RHHBY - news - people ) has been more successful with Tamiflu than British drugmaker GlaxoSmithKline ( GSK - news - people ) with Relenza. The Swiss company booked sales of 609 million Swiss francs ($530.8 million) of Tamiflu in 2008, while Glaxo (which pays royalties of 7% of sales to original developer Biota) made 57 million pounds ($83.5 million) in sales from Relenza. Both companies saw a significant drop last year as governments stopped stockpiling the drug in preparation for bird flu--Roch's by 68% and Glaxo by 80%. Tamiflu sales peaked in 2006 at $2.2 billion."

    http://www.forbes.com/2009/04/27/swine-flu-treatments-markets-equity-roche-glaxosmithkline.html?partner=yahootix

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