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Corrections Corporation of America Message Board

fatty_mcknuckles 9 posts  |  Last Activity: Sep 15, 2014 4:30 PM Member since: Jan 8, 2003
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  • Reply to

    FDA approval date?

    by jrkkek Sep 15, 2014 4:02 PM
    fatty_mcknuckles fatty_mcknuckles Sep 15, 2014 4:30 PM Flag

    Oct. 24 is the scheduled date. However, the panel talked about whether there should be some sort of registration program (REMS) to make sure there aren't too many problems with hypo/hyercalcemia or any cases of cancer. If the FDA does require one, then it might require the calendar date to be delayed by a couple of months. That's probably some of the reason for today's sell off.

    I think all today's price drop shows is that some people have very short time horizons.

  • fatty_mcknuckles by fatty_mcknuckles Aug 27, 2014 10:32 AM Flag

    Run up obviously starting. About time!

  • fatty_mcknuckles by fatty_mcknuckles Jul 29, 2014 4:33 PM Flag

    Amgen just reported - sales were $298m in quarter. Were $259 in same quarter a year ago, and $270 in first quarter this year. Nice growth!

  • Reply to


    by brnolen24 Jul 23, 2014 2:26 PM
    fatty_mcknuckles fatty_mcknuckles Jul 23, 2014 3:37 PM Flag

    Very astute observations, except for the fact that NPSP isn't a cancer pharma, and neither is ICPT.

  • Reply to

    Shire call

    by fatty_mcknuckles Jul 18, 2014 9:42 AM
    fatty_mcknuckles fatty_mcknuckles Jul 21, 2014 8:26 AM Flag

    From transcript of AbbVie call -sorry no link, from a news terminal.
    "By leveraging our combined expertise and AbbVie's global infrastructure, the new company will be well-positioned for growth. Additionally, this transaction will enable further expansion of key franchises, including Shire's rare disease platform, which we believe will benefit from the substantial
    combined financial capacity to make further strategic investments. The combined company will have a broader and deeper pipeline with more than 15 programs in Phase III development or under regulatory review."..........................

    "As far as the rare disease platform, I think it is a platform that we are excited about. I think there are two significant areas of focus that we will be able to bring some benefit to. One is our capabilities from a development standpoint and a discovery standpoint, as you probably know, as an example.

    We have a CF program that we have been working on in collaboration with Galapagos and we have many other examples of capabilities from an R&D standpoint that we can I think help that franchise grow even faster.

    Then the second is what we have mentioned in the remarks, the formal remarks, is we are going to have significant capacity to be able to do additional acquisitions. This franchise was basically built that way. There are other opportunities to be able to add to it and we would be excited about doing that over the course of time."

  • Reply to

    Shire call

    by fatty_mcknuckles Jul 18, 2014 9:42 AM
    fatty_mcknuckles fatty_mcknuckles Jul 18, 2014 3:25 PM Flag

    Pushed out timeline is fine with me - means after Natpara adcom!

  • fatty_mcknuckles by fatty_mcknuckles Jul 18, 2014 9:42 AM Flag

    AbbVie said they will run Shire as a separate division - and say the new division will have more capital to pursue rare disease deals. Ha!

  • Reply to

    Shire wont happen soon....

    by showman01 Jun 29, 2014 10:43 AM
    fatty_mcknuckles fatty_mcknuckles Jul 15, 2014 3:47 PM Flag

    Biotech investors are so manic depressive it's amusing. Never fails to surprise me just how big the swings are and how silly the reasoning is.

    The market thinks neither Gattex or Natpara will be big sellers at current market cap. So you are getting essentially a free option that one or both drugs are hits. In short, there's probably little to lose over the long run and potentially a lot to gain. I'll always take a bet like this!

  • Reply to

    SHPG is expecting takeover offers

    by blackoutbuzz Jun 16, 2014 6:18 PM
    fatty_mcknuckles fatty_mcknuckles Jun 27, 2014 11:52 AM Flag

    Also implies that NPSP won't accept less than $4.5 billion, or $43 a share. I'm hoping for well over $50 :)

35.11+0.11(+0.31%)Sep 19 4:04 PMEDT

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