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Graphic Packaging Holding Company Message Board

gladysz 32 posts  |  Last Activity: Apr 4, 2014 12:01 PM Member since: Jun 26, 2004
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  • Something bad happened around 11:00 am. I can't find any news on the web. Myself, I sold at 16.90 a few weeks ago, have been watching for a possible second buy-in. Any info appreciated.

  • Reply to

    Insider buying

    by stockpickerl Apr 1, 2014 3:41 PM
    gladysz gladysz Apr 2, 2014 6:22 PM Flag

    my sentiments exactly; it's been a real bargain to be accumulating below 17 the last 6-8 weeks.

    Immediate Results
    Case Study 3: Lonza helps Pharmacyclics quickly bring a cancer drug to market
    By Michael McCoy

    Near the end of the Nov. 13, 2013, press release announcing Food & Drug Administration approval of the cancer treatment Imbruvica (ibrutinib) is a short sentence: “Imbruvica is commercially available immediately.”

    Winning FDA approval for a drug is a major achievement for any firm. Ensuring that the drug is immediately on hand in hospitals and pharmacies is almost as impressive. For that, Imbruvica’s developer, Pharmacyclics, can thank a 15-year partnership with Lonza, the contract manufacturer of the drug’s active ingredient.

    Imbruvica was approved to treat patients with mantle cell lymphoma, a rare and aggressive type of blood cancer diagnosed in about 2,900 people in the U.S. each year. Last month it was also approved to treat the most common adult leukemia, chronic lymphocytic leukemia. Imbruvica works by inhibiting an enzyme, Bruton’s tyrosine kinase, needed by cancer cells to multiply and spread.

    It’s only the second drug to go through FDA’s breakthrough therapy pathway. Unveiled in July 2012, the pathway speeds up the review of drugs that may offer real improvement over available therapies for patients with life-threatening diseases.

    Pharmacyclics submitted its New Drug Application to FDA for Imbruvica in late June 2013. Approval came quickly, in a little more than four months.

    Pharmacyclics’ overall journey to market, however, was much longer. The company was founded in 1991 to develop porphyrins invented by Jonathan L. Sessler, a chemistry professor at the University of Texas, Austin. It went public in 1995.

    Lonza entered the picture four years later when Pharmacyclics hired it to manufacture two porphyrin-like molecules: motexafin lutetium, in development to treat atherosclerosis, and motexafin gadolinium, for brain and lung cancers.

    (word limit; to be continued next post)

  • Reply to

    O.T. Eqracer

    by jgmtruth Mar 22, 2014 10:49 AM
    gladysz gladysz Mar 23, 2014 2:38 PM Flag

    Thanks for your concern; will get the results of a liver biopsy from the oncologist on Wednesday and then there should be clarity on the treatment, if it will be more involved than palliative. If there is a PCYC or other biotech angle, I'll post within a week. If not, I'll put a version of an obit on the board when she passes away, there is one aspect that I believe has relevance to some of us.

  • Reply to

    Massive calls bot at $90 strike expiring

    by radmok Mar 18, 2014 10:26 AM
    gladysz gladysz Mar 18, 2014 2:48 PM Flag

    brilliant reply! I started a position in the 70's during the last week. I notice pretty high call premiums, if we get to the mid 80's I'm thinking of writing calls with strike price of 100 or 100+ (would only be 8-10 contracts) Any thoughts?

    (I also sold a few 70 puts as a possible means of accumulating more)

  • Reply to


    by sdotmollard Mar 17, 2014 9:49 AM
    gladysz gladysz Mar 18, 2014 2:43 PM Flag

    Come on, if I had more energy I would nominate Duggan for Barron's CEO of the year. Barron's puts out an open call for nominations every year a few months in advance of the issue (I could share the url if there is board interest). Barron's has never covered PCYC in much detail and I think all of us long time longs really appreciate Duggan's foresightful and inspired stewardship (see also the recent WSJ writeup on the JJ partnership). He deserves an award, this would be a great recognition.

  • gladysz gladysz Mar 18, 2014 2:38 PM Flag

    Long time longs are used to these types of swings, which have happened for all sorts of reasons. If you have dry powder, sell some puts at 120 or 115. Myself, I sell (for example) 12-20 puts at 115 or 110, and cover them by buying puts at 105 or 110 for a spread. Easy money as long as I've called the bottom correctly; downside is limited in any case.

  • gladysz by gladysz Mar 16, 2014 1:38 PM Flag

    After markets closed on Friday, Standard & Poors announced several changes in its indexes. The big news in the announcement was the addition of Keurig Green Mountain Inc. (NASDAQ: GMCR) to the S&P 500 Index effective after the close on March 21. Keurig replaces WPX Energy Inc. (NYSE: WPX). WPX will take Keurig’s place on the S&P MidCap 400 Index.

    On perhaps a happier note, the 17 March Barron's lists WPX as one of the market's 15 best bargains on price/book ratio (page 19). Of course, there's a reason why most of these equities made the list ...

    Although I've made booked some premiums selling calls on this equity over the last 2-3 years and remain long with a modest gain, it has been a terrible investment relative to the market.

  • gladysz gladysz Mar 14, 2014 10:37 PM Flag

    I was surprised that AKAO wasn't mentioned in the writeup. I watched it today, it was possible to buy at 15.80-16.00 (Fidelity didn't offer this one to their clients, I'd be curious as to how other board members accessed the IPO). I own a lot of biotech that got creamed this week, I'm going to go slow here even if I miss some of the run up. It's not the relative merits of this equity, just my concern regarding all the selling/shorting.

  • In our previously published reports on the hospital antibiotic space, we highlighted the benefits of the Generating Antibiotics Incentives Now Act in providing drug developers with five years additional data exclusivity (10 years total) and creating a more-permissive regulatory environment with Food and Drug Administration.

    The result is several expected FDA approvals of new antibiotics in 2014.

    A new bill was just introduced called the Developing an Innovative Strategy for Antimicrobial Resistant Microorganisms (Disarm) Act. This bill aims to improve the reimbursement environment for new antibiotics that treat significant disease threats -- namely drug-resistant bacteria.

    Simplistically, this bill would replace the current diagnosis-related group (DRG) reimbursement model, which penalizes hospitals for using expensive drugs with an average sales price (ASP) plus a Centers for Medicare & Medicaid Services (CMS)-determined percentage, which would remove the "penalty" for using more-expensive drugs, and provide a framework for companies to charge higher prices, more in line with the high unmet need and smaller target patient populations.

    The specific pathogens that would be targeted in this legislation would include those listed in the recent Centers for Disease Control and Prevention (CDC) report and include many of the drug resistant gram-negative bacteria including pseudomonas and Carbapenem-Resistant Enterobacteriaceae (CRE) and Clostridium difficile (C. difficult).

    Who stands to benefit? Nearly all companies focused on hospital antibiotics would benefit including Cubist Pharmaceuticals (ticker: CBST) (which makes drugs for Methicillin-resistant Staphylococcus aureus (MRSA), C. difficile, pseudomonas, CRE), Medicines (MDCO) (which makes drugs for MRSA, CRE), Tetraphase Pharmaceuticals (TTPH) (which makes MRSA, gram negatives), Forest Laboratories (FRX) (which makes drugs for CRE), and Durata Therapeutics (DRTX) (which makes drugs for MRSA).

  • Reply to

    great earnings, popped to near 10, dead board

    by gladysz Feb 7, 2014 8:03 PM
    gladysz gladysz Mar 14, 2014 11:28 AM Flag

    Price is hovering around 10 as expiration date nears; will my shares be called away or not?

    (if slightly above 10 on Thursday, I will probably do a "roll" to October 10's; it is also possible that I may be able to roll to October 12.5's for a net credit of a few cents)

  • Reply to

    Presentation slides now available

    by leytonorientfan Mar 10, 2014 6:57 AM
    gladysz gladysz Mar 10, 2014 1:44 PM Flag

    Thanks, this is certainly the glossy brochure, and all longs (or shorts) should study it.

    Do you think that some of the recent buy activity can be attributed to India and similar sector funds?

  • Reply to

    Here we go again

    by sdotmollard Mar 6, 2014 10:40 AM
    gladysz gladysz Mar 6, 2014 1:35 PM Flag

    You can make a bundle now by writing covered calls for January with a strike price of 210 or thereabouts (wait for an up day if possible). That's consistent with your price target and you will get the premium up front (I did this in early January so if the calls expire unexecuted I will book a long term gain on them)

  • Reply to

    Up 70 CENTS at one point!...

    by rrtzrealmd Mar 4, 2014 11:48 AM
    gladysz gladysz Mar 4, 2014 7:40 PM Flag

    sold October 17.5 calls (covered) at $0.70 today -- nice addition to the dividend.

  • Reply to

    In with 850 shares....

    by allinadream Feb 27, 2014 2:21 PM
    gladysz gladysz Mar 4, 2014 7:36 PM Flag

    Thanks for posting. This equity deserves more attention. I am long for 1.5 years, should have sold in the high 20's a while back.

  • Flagship Ventures decreased its holdings to 801,086 shares (8.5%) after it sold 766,587 from 27 January to 14 February at prices from $13.04 to $16.63 each.

    Of course not what a long like me wants to read. Was really turned off by the February spam-like posts about the "big boys" buying up; obviously one very big boy was slimming down.

    Sentiment: Buy

  • gladysz by gladysz Feb 25, 2014 8:22 PM Flag

    Today EROS closes at 11.35, a "52 week" high, with an intra-day high 0f 11.47.

    Do they have piece of the action in "The Lunch Box", which is opening this next weekend in North America, to generally good reviews?

  • up 13+% today to several year high -- what's the driver for this? there must be news, I can't find any

  • gladysz gladysz Feb 21, 2014 7:24 PM Flag

    I hold CLDX (minor position in wife's IRA), SPHS (I have interest in urology), TTPH (my play in antibiotics)
    RGLS, CTIX (less confident about this one recently), SRPT (long time hold), SUPN, RNA (bad move, large paper loss here), EXEL (more recent purchase, having regrets this week); I have had a limit order in on NAVB (have an interest in radiopharmaceuticals) but it didn't execute this week, stock rose.

  • Reply to


    by maxcoatinc Feb 21, 2014 9:44 AM
    gladysz gladysz Feb 21, 2014 10:52 AM Flag

    you surely won't get that price now; maybe $75?

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