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?
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)
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.
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?
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.
As a long time PCYC long I’ve been a periodic contributor to this board (and elsewhere in yahoo finance). I’m a research scientist, not a physician, and I’m trying to do some informal investigating on behalf of my 86 year old mother (also a PCYC long since ca. $50), who got some bad news last Wednesday after a CAT scan.
She clearly has very advanced cancer that has metathesized all over the place. It would be a good guess that it began in the lungs, but regardless is also present in the liver, pancreas, behind the sternum, and elsewhere (lymph glands enlarged). She will be meeting with an oncologist at the West Michigan Cancer Center later this week.
This board has always focused on the effectiveness of ibrutinib / Imbruvica for blood cancers, but there have been periodic mentions of off-label uses that I didn’t keep current on. Can anyone suggest a possible therapy (involving any drug), either approved/off-label or currently in clinical trials, that may be applicable to her case?
She would likely be an avid volunteer for a clinical trial. Alternatively, perhaps someone can direct me to a board where physicians or patients with advanced cancers exchange treatment ideas and information.
Overall, our family is quite well prepared to deal with the worst case scenario, so no need for condolences. We have all had rich lives, and as we pass on all of us are endowing University scholarships and chairs (my wife, sister, and I are the "end of the line"); perhaps sometime I’ll write about where our PCYC profits will wind up someday.
Thanks much !
no idea -- the results obviously disappointed some major holders
The only thing worse than dull and boring is sinking and sinking. But my guess is the sell-off is done and this is a good entry point for new investors (thinking positively)
Thursday/Friday great news and price action; no comments from anyone.
I sold March 10 calls (covered) near the end of 2013; will I get the stock pulled out from under me next month?
Lots of pessimism on the board but Barron's never misses a chance to plug this equity. What do they see that others don't?
Yes, a consistently boring stock with hardly any price swings that would help longs get a little extra income with covered calls. I have had (for me) a substantial stake since the spin off. Any other randomly chosen equity would have a 75% probability of doing much better. But at least it's not tanking.
I have a pretty substantial long position, so `i sold August 110 puts today (hedged with a purchase of August 95 puts). Not a bad way to pick up some cash on the dips.
One other comment (apologies for not collecting them all in one reply). One the SEC Form 4, I read the CEO, Brent J. Smolik, as only holding 100 shares? Is that your interpretation also? That seems like a VERY token stake to me, not so confidence inspiring.
Yes, this is some serious support. For those who do not know much about this person, the wikipedia sketch is informative and impressive.
As Superbugs Spread, Regulators Begin to Remove Roadblocks for New Treatments
Wall Street Journal Online
TTPH not mentioned but CBST is (and many from big pharma), but should draw investor attention.
snippets of text:
After dismantling its antibiotics team in 1999, Switzerland's Roche Holding AG RO.EB +0.08% is recruiting a head of anti-infectives to rebuild its in-house expertise. Last year, Roche licensed an experimental new antibiotic from Polyphor Ltd., a biotechnology company, and is investing as much as $111 million in antibiotic-focused RQX Pharmaceuticals Inc.
"We were not having success developing novel approaches for difficult-to-treat bacterial infections," says Pfizer's vice president of clinical research, Charles Knirsch. "After a great deal of consideration, we decided that enhancing our focus on infection prevention would represent a more prudent return on investment."