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Alliant Techsystems AŞ. Message Board

gizmondo123 850 posts  |  Last Activity: 21 hours ago Member since: Feb 16, 2006
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  • Reply to

    Scenarios

    by durangokidd2106 23 hours ago
    gizmondo123 gizmondo123 21 hours ago Flag

    'We would like to buy your company that is not for sale"
    Given these two scenarios I would say neither. In the world of business Everything is for sale, just depends at what price.
    Lets hope there is another scenario that we can all be happy with.

    Sentiment: Buy

  • Reply to

    Perhaps we need to change the board..

    by gizmondo123 May 27, 2016 1:54 PM
    gizmondo123 gizmondo123 23 hours ago Flag

    " I think the board is acting wisely to force a proper valuation"
    Christopher, I also mean this respectfully. Do you think that by refusing to even negotiate the board is forcing proper valuation? If I made an offer to buy a car and the person refused to talk I don't think I would make a higher one until they sat down to discuss a potential sale. I understand things are not that black and white regarding this particular situation but at this time no one other than the board has a clue what is going on. I hope that MDVN are actually speaking to someone and we are all pleasantly surprised at the end of it, but as of now I think stockholders would prefer that the company will at least "talk"

    Sentiment: Buy

  • gizmondo123 gizmondo123 23 hours ago Flag

    If you guys want to talk politics perhaps you should be on the cldx board, what a complete joke that one is; The political nonsense drove anyone with any intelligence off that board and reduced it to "I know you are but what am I" postings. How about we start over fresh on Tuesday with what we all have in common, Exel.

    Sentiment: Buy

  • Reply to

    I read that the letter is out

    by credtrtrteingyt May 29, 2016 6:57 PM
    gizmondo123 gizmondo123 May 29, 2016 9:29 PM Flag

    There is no letter, there is no Riceen, but there is mindless spam.

  • Reply to

    Stelios Papadopoulos on Yahoo

    by gizmondo123 May 29, 2016 10:26 AM
    gizmondo123 gizmondo123 May 29, 2016 9:27 PM Flag

    mj, So I take it the thumbs down was for Stelios Papadopoulos rather than me. Regardless, it was a little little more exposure for Exel.

    Sentiment: Buy

  • Stelios Papadopoulos "The Godfather of Biotech" is featured in an interview on Yahoo, "Where I see Valeant in Two Years. A little Advertising for Exel when on the screen was posted " Street Creds Exelixis Chairman and founder"
    Just a little plug, Exel and the Godfather of Biotech...lol

    Sentiment: Buy

  • Reply to

    Perhaps we need to change the board..

    by gizmondo123 May 27, 2016 1:54 PM
    gizmondo123 gizmondo123 May 28, 2016 7:19 AM Flag

    Durango, I’m sorry that my initial post has upset you so much.
    Biotech is not for the faint of heart. As I have posted before, I rode pcyc up from $2.00 until I sold at $255. I had fifty percent drops along the way but I kept adding, I saw the potential as you apparently do in MDVN, but I was happy with the buyout. Often one door closes and another opens. I had already bought into MDVN before the pcyc buyout but afterwards I also invested in Exel with an opening position of $400K some stock but mainly options. Exel was in the $2.00 range at the time and after the meteor trial it went to $6.81 you can imagine what this did to my options. I also bought bxlt and recently sold before the buyout closed. I am once again invested heavily in Exel buying in the $3.00 range some stock but mostly options. The Exel Yahoo message board has some of the most informative postings I have ever read in biotech; many contributors being scientists, oncologists and/or generally in the biotech business. The general feeling also seems to be that the Exel CEO and board members have been an impediment to Exel’s true potential and growth and that they line their own nests generously at the investors expense. Exel is well placed now with breakout potential on first line treatment but still most investor’s hope for an eventual buyout, if the price is right. I feel the same about MDVN. I do agree with the statement ‘Never fall in love with a stock” though I recognize that when you have been treated well a fondness develops.
    On another note.
    To everyone this Memorial Day lets take a moment to thank our troops and those who have gone before us and fought for our freedom. My grandson was just deployed to Afghanistan and so this year will be a little more personal for us.

    Sentiment: Buy

  • Reply to

    Perhaps we need to change the board..

    by gizmondo123 May 27, 2016 1:54 PM
    gizmondo123 gizmondo123 May 27, 2016 7:33 PM Flag

    "A board you don't trust, politicians you believe can torpedo the company, belief that the only value to a company is not potential drug sales but instead sale of the company itself. Guess you answered my questions, you have no business in this stock or any biotech given your fears. Nothing wrong with that 0.01% interest the bank offers, its as close to s sure thing as you can get at least until Bernie attacks the big banks. Good luck to you and your wife."

    Your interpretation of my words is quite interesting I must have struck a nerve. I DO trust the board to do what they said they want to do, go it alone. I DO trust that the politicians will follow through with their political rampage against MDVN
    You are quite the naive investor if you believe that perception does not play a roll in value; there were no fundamental changes to MDVN when the pps plummeted, just political rhetoric. There are some great biotech companies out there who have been hurt by threat and rumor. I have no fear of biotech’s, I have made my fortune from them and have trounced the S&P returns for over a decade. Your 1% sarcasm makes the sincerity of your well wishes dubious at best. I know you love MDVN and it’s board and would like to keep things going as they have always done but times have changed. The board either needs to negotiate in good faith for the good of the stockholders or get out of the way and let someone else do the job. Perhaps biotech is not your sector after all.

    Sentiment: Buy

  • Reply to

    Perhaps we need to change the board..

    by gizmondo123 May 27, 2016 1:54 PM
    gizmondo123 gizmondo123 May 27, 2016 6:06 PM Flag

    "If there are companies interested now what will happen if we get some good results from the other compounds or further expansion of Xtandi or perhaps both?"

    Apparently nothing if the board would rather sink the company then let the shareholders benefit from a sale. If a sale doesn't go through now when so many companies are desperate for an acquisition then I doubt that they will revisit.

    "If you're worried about what Bernie Sanders may do your invested in the wrong sector"

    Twelve congressmen including Sanders specifically targeted MDVN, not the sector, they aren't finished, they have just begun. During their assault we saw the share price plummet to below $27.00. As I see it none of the presidential hopefuls are friendly towards biotech, that is a lot of hate to pile on to a direct assault..

    "And lastly what will you do with your money if there is a buyout?"

    I'm sure my wife would agree that what we do with our money is our business.

  • While Sanofi's offer is unacceptable Medivation needs to be open to a sale from someone. I know they want to go it alone (hey, if I was paying myself Millions of dollars a year I would) but for the sake of the stock holders I think the company needs to be sold. Anyone who has been around MDVN in the last couple of years knows how unresponsive the company is to shareholders, try and get any answer from the company on any question and you will wait forever. If MDVN goes it alone they will once again face the wrath of congress and perhaps even the next administration, which ever one it is and the pps will plummet. If it takes a board change to negotiate a sale in good faith then so be it.

    Sentiment: Buy

  • Reply to

    Idiotic 24/7 Wall St Article on "Poison Pill"

    by pwlaw1 May 27, 2016 2:34 AM
    gizmondo123 gizmondo123 May 27, 2016 9:05 AM Flag

    Yep, this article was a classic hatchet job!

    Sentiment: Buy

  • Reply to

    Hold on to your hat folks!

    by zero.continuum May 23, 2016 10:46 AM
    gizmondo123 gizmondo123 May 27, 2016 8:13 AM Flag

    The Killary line runs from Dublin to Killary Harbor in Ireland, is there another?

  • gizmondo123 gizmondo123 May 27, 2016 8:04 AM Flag

    All three rumored to be in the hunt for MDVN too.

  • Reply to

    I have a tip for whoever is interested

    by biotechblood May 26, 2016 6:35 AM
    gizmondo123 gizmondo123 May 26, 2016 8:10 AM Flag

    I have a tip for whoever is interested"
    Have you looked at Inovio? (INO)

  • gizmondo123 by gizmondo123 May 25, 2016 1:56 PM Flag

    I heard he bought another $90,000

    Sentiment: Buy

  • Reply to

    Job Opportunities

    by clemcaldwell May 23, 2016 3:39 PM
    gizmondo123 gizmondo123 May 25, 2016 1:15 PM Flag

    Ramping up product production and distribution?

  • gizmondo123 gizmondo123 May 25, 2016 1:02 PM Flag

    As long as legal counsel isn't the law firm of dewey cheatem and howe :-)

    Sentiment: Buy

  • Reply to

    this company is

    by adel7 May 25, 2016 9:53 AM
    gizmondo123 gizmondo123 May 25, 2016 11:31 AM Flag

    Rad, certainly did, it was a life changer from $2 all the way up. I was lucky enough to also place a $400K stock and option wager on Exel prior to meteor results, I am currently watching my second largest investment, mdvn go through the buyout frenzy. I have dumb luck I guess.

    Sentiment: Buy

  • Reply to

    this company is

    by adel7 May 25, 2016 9:53 AM
    gizmondo123 gizmondo123 May 25, 2016 10:44 AM Flag

    Rad, Shares will trade at less than the buyout value until the deal closes, with pcyc I chose to sell prior to close for around $255 rather than wait a couple of months for the stock and cash equivalent to $261.At the time I had other investments I wanted to get into and time was money to me. All deals are different though.

    Sentiment: Buy

  • Reply to

    CELGENE apparently sniffing around ..

    by lbl4321 May 25, 2016 9:11 AM
    gizmondo123 gizmondo123 May 25, 2016 9:55 AM Flag

    I just read that myself, I will be glad to have confirmation that at least one other company is ready to bid on MDVN other than Sanofi.

    Sentiment: Buy

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