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NuStar Energy L.P. Message Board

gates_b0989 2 posts  |  Last Activity: Jul 11, 2014 9:41 AM Member since: Feb 4, 2000
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  • gates_b0989 by gates_b0989 Jul 11, 2014 9:41 AM Flag

    Alcobra (ADHD)

    Shire states that it would rather stay independent and build out their hyperactivity and rare disease portfolio. ADHD and Fragile X would be a fit.

  • Farallon (John Burbank) & Marcato (McGuire) are friends and neighbors in San Francisco. Farallon owns CLUB - Marcato owns LTM. I'll predict that Farallon and Marcato have a strategy that they've already brought to LTM. LTM is moving east into NY, VA, D.C., etc. aggressively. Their talent scouts are working aggressively at picking off general managers, trainers, operations people from Equinox and others. I predict the LTM buys CLUB shortly in the $13 - $15 range. The CLUB members will be blown away at the LTM Athletic Clubs (First Class). Don't be surprised if you wake to this news some time soon.

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