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gizmondo123 273 posts  |  Last Activity: May 30, 2016 5:02 PM Member since: Feb 16, 2006
  • Reply to

    See NYT Article...

    by imhojustsayin May 8, 2016 11:47 PM
    gizmondo123 gizmondo123 May 9, 2016 9:31 AM Flag

    Got it!, Thanks

  • Reply to

    See NYT Article...

    by imhojustsayin May 8, 2016 11:47 PM
    gizmondo123 gizmondo123 May 9, 2016 9:00 AM Flag

    I couldn't find it, when was the article published and do you have the headlines, all I could find were out of date. Thanks

  • Reply to

    AACR journal Cancer Discovery impact factor

    by wilderguide May 8, 2016 3:10 PM
    gizmondo123 gizmondo123 May 8, 2016 7:56 PM Flag

    "Bagdad Bob tie clips, cuff links, and a full line of accessories...
    Bagdad Bob pipes, papers, and roach clips - after all, it's SF....
    Bagdad Bob blow-up dolls, sex gear, and full a line of non-carcinogenic body lubricants.."
    Any Mail order options?

  • Reply to

    Buyout

    by rukidingme3 May 8, 2016 7:02 PM
    gizmondo123 gizmondo123 May 8, 2016 7:51 PM Flag

    "So is the problem price or is it a problem with the company ?
    I don't think there is a problem at all, but as translationhell alluded too, it is too early. Once we have European approval and some sales figures then potential buyers will have data they can use to assess Exel. I'm looking to the positive, I think sales may be better than expected and pipeline goes from pipe-dream to reality. I have potential suitors in mind, Asco may shed more light on Exel's potential. Talk in biotech circles is to expect a lot of M&A in the sector, why not Exel.

    Sentiment: Strong Buy

  • Reply to

    What purpose...

    by gizmondo123 May 5, 2016 8:17 AM
    gizmondo123 gizmondo123 May 8, 2016 4:01 PM Flag

    Looks like he has unleashed a barrage of his spam now, so many ID's so little IQ.
    Last time this guy got out of hand was when the price of MDVN was on the rise, I don't know if he thinks he can kill this board by spamming but the last time it did seem to drive a lot of people away.

  • Reply to

    2k May $65 call

    by stock_lurker May 8, 2016 10:32 AM
    gizmondo123 gizmondo123 May 8, 2016 12:12 PM Flag

    Well. we saw what happened the last couple of times, good luck!

  • Reply to

    Buy-out price

    by medivational May 7, 2016 1:34 PM
    gizmondo123 gizmondo123 May 8, 2016 12:11 AM Flag

    cjrodtxusa, you're answering a spam letter, but good answer all the same.

  • gizmondo123 gizmondo123 May 6, 2016 9:35 AM Flag

    If you believe, this is a good time to buy in.

  • Reply to

    Sentiments?

    by redcoatwright May 6, 2016 8:13 AM
    gizmondo123 gizmondo123 May 6, 2016 8:57 AM Flag

    Exel trades like a staircase, sometimes it heads for the basement, sometimes up. If you take a slightly longer view I believe you will be well rewarded. I am more optimistic now then I have ever been. I believe that we have a very successful company in the making, until it is bought out. Exel is my largest single investment, my second largest is MDVN which is in the middle of a potential buyout, this is my fourth biotech buyout in the last few years and is not what I invest for. However, of them all I still believe once the company becomes profitable (a diamond in the rough in the cancer field) Exel is very likely to be acquired. Just my opinion of course, but I put my money on it.
    As a side note, there are more knowledgeable people on this board than any message board I have been on, the overwhelming sentiment seems optimistic (with good explanation as to why) and often it seems the news comes out later that confirms what was already discussed here, I look forward to Asco.

    Sentiment: Strong Buy

  • Reply to

    MDVN - Upgraded to BUY - Citi -

    by cjrodtxusa May 6, 2016 7:54 AM
    gizmondo123 gizmondo123 May 6, 2016 8:33 AM Flag

    For those who did not read this:
    "No matter which party wins, reports suggest it’s unlikely for Medivation to go for any bid valued at less than $65 a share. Stifel analyst Thomas Shrader said in a March 2 research note that the company can go for as high as $85 a share if the acquirer accepts the perceived value of talazoparib to be equal to that of Xtandi. Meanwhile, Goldman Sachs analysts have suggested a takeaway price of $70 per share for the company, while Barclays expects an offer $15-20 above Sanofi’s $52.50 bid."
    My bet stands unchanged at $75. Good Luck!

    Sentiment: Buy

  • shareholders will be calling Starboard themselves, we will even help them move the furniture.

    Sentiment: Buy

  • Reply to

    Based On The Call

    by investor4564 May 5, 2016 5:31 PM
    gizmondo123 gizmondo123 May 5, 2016 5:34 PM Flag

    Makes me more inclined for a buyout, if the bid reflects the value of the pipeline.

    Sentiment: Buy

  • Reply to

    Amgen rumors now...

    by w1nner123 May 5, 2016 10:19 AM
    gizmondo123 gizmondo123 May 5, 2016 2:10 PM Flag

    I'm not sure if J&J would want to get into the bidding, I think the synergy would be perfect as they already have Zytiga in place and this would give them an additional ten years of patent protection. As I've said before, it is usually the company you least suspect that wins the bidding.

    Sentiment: Buy

  • Reply to

    Down she goes boys !!

    by philipe_larson May 5, 2016 10:27 AM
    gizmondo123 gizmondo123 May 5, 2016 1:11 PM Flag

    I'm with you on the ??? but not on the sell side.

    Sentiment: Buy

  • Reply to

    Amgen rumors now...

    by w1nner123 May 5, 2016 10:19 AM
    gizmondo123 gizmondo123 May 5, 2016 10:50 AM Flag

    The more the merrier. If Sanofi want to take on a hostile buyout and go straight to the shareholders what do you think the shareholders are going to say to a sub $60.00 offer! If that's all they wanted they would have all sold already.

    Sentiment: Buy

  • Reply to

    Looks like...

    by mannchris686 May 5, 2016 9:51 AM
    gizmondo123 gizmondo123 May 5, 2016 10:31 AM Flag

    Time for the market to thrash someone else, Infi will do...

  • gizmondo123 by gizmondo123 May 5, 2016 8:34 AM Flag

    Spirit airlines vs. Volaris, while the author says both airlines are good investments his opinion as to the better of the two goes to Spirit. I believe the author failed to see the real value ahead for Volaris. Sure Volaris is making headway in the US markets now but it's bread and butter still lies in Mexico, where air travel is increasing. The Mexican economy is improving to the point where last year for the first time more Mexicans left the USA to return home than actually came here.
    To repost what I wrote sometime ago about demographics and the future of the VLRS customer base.
    Vlrs is virtually guaranteed high growth for years to come for a few good reasons. 1. The Mexican economy has been improving at a very good rate; 2. Mexican age demographics ensure increased volume going forward, it's not just that the population is growing but it's the age of that population 47.58% of the population are between 20 and 54, with the majority at the lower end, more importantly the next wave of 10 through 19 yr olds is a huge 19.56% which ensures continued growth for this low cost airline into the future. 3. Vlrs is expanding into the US. 4. Vlrs is expanding it fleet with newer fuel efficient planes, and to complete the perfect storm 5.Oil prices are virtually guaranteeing cheap fuel prices for years to come.
    Vlrs will offer high returns for many years to come, we are actually catching this company in its infancy and I'm very excited about owning it.
    I believe Volaris is a substantially better investment than Spirit.

    Sentiment: Strong Buy

  • gizmondo123 by gizmondo123 May 5, 2016 8:17 AM Flag

    The guy with the multi ID's that posts exclusively about his imaginary friend, letter and bogus predictions, he's been doing this for years. I report each post as spam but the question remains, why would someone do this? Doesn't it make you wonder about his state of mind.
    Anyway, back to MDVN... let the bidding war begin.

    Sentiment: Buy

  • Reply to

    The numbers have been leaked to ....

    by biogemfinder May 4, 2016 12:10 PM
    gizmondo123 gizmondo123 May 4, 2016 1:06 PM Flag

    " leaked "
    My first thought too, I hope that is not the case, regardless the pps movers have yet to come.

    Sentiment: Buy

  • gizmondo123 gizmondo123 May 4, 2016 8:48 AM Flag

    Well, we may even see the Credit Suisse price target of $63.00 hit this week!
    PFE is a heavy weight but they are not the only heavyweight who might have an interest in MDVN. J&J who currently are losing market share to Medivation may want to claim the space and they are by far the largest biotech company in the world; Then Roche and Novartis too are bigger than PFE and either one might may a run at this. We still haven't heard from the likes of Merck, Giliad Astra Zenica, Bayer or even AbbVie who have been on a buying tear recently.
    In my experience the winning offer often is a complete surprise, i.e. AbbVie beating J&J out for PCYC

    Sentiment: Buy

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