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Spectra Energy Corp. Message Board

finance.phil 6 posts  |  Last Activity: Jul 30, 2014 1:07 PM Member since: Feb 28, 2013
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  • I'm looking to go long soon and want the best possible price. The stock seems to have support at $8.60.

    Sentiment: Buy

  • Reply to

    What is the short thesis for OPKO?

    by finance.phil Jul 29, 2014 9:50 AM
    finance.phil finance.phil Jul 29, 2014 11:29 AM Flag

    Thanks Fourms_2000. One thing in your well laid out post I wanted to pick up on was your belief that no significant spike in revenues could ever happen at OPKO. According to basic analysis that I've done on the CKD space, should Rayaldy gain FDA approval, peak annual sales are forecast at around $6bn. This would surely represent a monumental spike in revenue? To put this into perspective, Gilead's Hep C drug Sovaldi (similar to Rayaldy in that it has no competing drug and is patent-protected) will probably do around $8bn in 2014. Sovaldi and its revenue has almost single-handedly propelled Gilead up 50% over the last year alone. That run will almost certainly continue for the next 12 months also.

    Gilead acquired Pharmasset to gain access to their portfolio of Hep C treatments (including Sovaldi) and I wonder if OPKO could represent another highly lucrative acquisition target for one of the majors given the increasing prevalence of CKD and SHPT. Phillip Frost has a history of selling his companies...

    Sentiment: Hold

  • Reply to

    What is the short thesis for OPKO?

    by finance.phil Jul 29, 2014 9:50 AM
    finance.phil finance.phil Jul 29, 2014 9:58 AM Flag

    22.5% of your float is still very much alive and kicking. I'd simply like to hear their reasons for believing this stock is set to fall.

    Personally, I'm looking to go long, but I want to fully consider both sides of the argument.

    Sentiment: Hold

  • According to my brokerage account 22.5% of the float is short this name. I definitely like the story on the long side and I've always been attracted to names that have heavy short interest in them, but I am wondering what the bear thesis is for this name? I'm guessing it is one or a combination of the following:

    1. Disappointing 4Kscore sales
    2. Disappointing results during phase 3 Rayaldy trials

    Sentiment: Hold

  • Reply to

    Why is BGCP hugely up today?

    by natrajcalifornia Jul 18, 2014 1:40 PM
    finance.phil finance.phil Jul 24, 2014 2:56 PM Flag

    Do you have a link, Robert? I was unable to find the piece.

    Sentiment: Strong Buy

  • Reply to

    The after-earnings drop

    by hopalong_hooha Jul 23, 2014 4:28 PM
    finance.phil finance.phil Jul 23, 2014 4:30 PM Flag

    Don't flap, this always happens. I couldn't care less, GILD will be will be $110-120 a month from now.

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