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EXCEL MARITIME CARR Message Board

golongin2008 356 posts  |  Last Activity: 16 hours ago Member since: Nov 25, 2008
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  • Reply to

    RLYP PT $66 Wedbush

    by moramba2309 19 hours ago
    golongin2008 golongin2008 16 hours ago Flag

    Nice post moramaba... Welcome aboard!!!

    Sentiment: Hold

  • Reply to

    Short Notes of Event in Florida

    by shivering_gums May 21, 2015 1:27 PM
    golongin2008 golongin2008 May 23, 2015 6:18 PM Flag

    If you're paying 9% on intrest rates alone why would it simply not be smarter to pay down the debt? I'm pretty positive that any acquisition of some second tier MLP like NROC was is not going to yield a ROE of over 10%....Oil prices may not recover for years, but the debt is here to stay...

  • Reply to

    Good news for biotech

    by kiddo1428 May 22, 2015 1:21 PM
    golongin2008 golongin2008 May 22, 2015 1:38 PM Flag

    Interesting day....CEMP and TTPH getting wacked together, but my dog of dogs, AKAO, actually up 10%?

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:12 AM
    golongin2008 golongin2008 May 22, 2015 1:28 PM Flag

    My recollection is that the one year follow up study for Patiromer was quite good on all accounts....
    Am I wrong? Has ZSPH reported theirs yet?

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:12 AM
    golongin2008 golongin2008 May 22, 2015 10:37 AM Flag

    My thoughts....

    The differences between ZSPH and RLYP are quite small. Faster action for acute care may be important...maybe not. If ZSPH is bought first it will only help RLYP. This could be a huge market (hyperkalemia) , or it could be a huge bust. Nobody knows at this time. Yes, there is a major unmet
    medical need for sure and if the market is as big as everyone thinks as it could be (3 billion plus worldwide) there is certainly room for two players. Hep C has at least four major players in the field right now. CLL...
    ditto....CRC....same thing...etc, etc. Plenty or room and plenty of competition. Enough for everyone
    to do very well.

    It's totally naive to think that one company with a drug that shows it is working a few hours faster
    than another is going to have a 3 billion dollar worldwide market all to their lonesome. Need to factor
    in costs...availability....pricing....partnerships....bundling....etc, etc. Time will tell.

  • Reply to

    RLYP buyout

    by goog2bking May 20, 2015 10:16 AM
    golongin2008 golongin2008 May 22, 2015 10:12 AM Flag

    Well so far goog this "news" is one of the best kept secrets in the world and given the volume and movement in both stocks (RLYP and ZSPH) if there is "news" unfortunately it seems to be in favor of ZSPH...LOL!

  • Man...We could use a little love too JPM...lol...

  • Reply to

    CLEAN UP YOUR MESS!

    by mmchale720 May 20, 2015 6:38 PM
    golongin2008 golongin2008 May 22, 2015 9:21 AM Flag

    Well since PAA probably pays a million times more in CA State taxes then you've ever earned in your lifetime does that mean they should not pay one cent of the clean? Bet they'd take you up on that stupid remark huh?

  • Reply to

    CLEAN UP YOUR MESS!

    by mmchale720 May 20, 2015 6:38 PM
    golongin2008 golongin2008 May 22, 2015 9:14 AM Flag

    Feel sorry for the farmers? These farmers are subsidized up the ying/yang by our federal tax dollars to grow crops nobody needs. The almond growers in our state (CA) use 10% of the entire water .used in the state. They flood land to grow friggin almonds for the rest of the U.S. Let's get rid of the almonds and have enough water for the population.

  • Reply to

    Comments from Dr Sharman

    by anythinggi May 17, 2015 4:00 PM
    golongin2008 golongin2008 May 21, 2015 10:09 PM Flag

    Been following TGTX on Twitter last few days...I'm long from low 15's for disclosure purposes. Recent posts suggest that the very early data of 1101 and 1202 in combo could have equal efficacy to PCYC's Ibut in combo with 1101, and with better safety than Ibut alone. So we're at 835 mil and yes the early data is small and probably inconclusive, but PCYC went for 21 billion to ABBV owning only half the rights to Ibut so what could we be worth if what I stated indeed comes to furition in larger trials??

  • Reply to

    AK's A Wolf In Sheep's Clothing....

    by golongin2008 May 21, 2015 3:02 PM
    golongin2008 golongin2008 May 21, 2015 6:47 PM Flag

    So I guess calling another poster a "cheerleader"...not to his face, but to another poster, is not a "personal attack"?? Get some help.

  • Beware of that little twit's posts as he comes on as your bud "just seeking accurate information" yet he is long ZSPH...not RLYP, and jealous as heck of anyone who out does him in the stock market (which is fairly easy mind you...). He has a history of major losers and refuses to post any of his buys or sells here, so most of his posts are frankly "fantasyland" to begin with...lol...Don't respond to him on this Board. Read his posts first. He takes all opportunites to trash RLYP, yet he refuses to post hardly anything on the ZSPH Board...Now why is that? Beware of his motives and his posts. He wants RLYP to tank, and don't fall for his I don't want anyone to lose money, or care what you own, or how many shares, etc. BS...The guy's a wolf in sheep's clothing... He wishes all longs here nothing but losses, if not just to be "right" for once...LOL!

  • Reply to

    RLYP buyout

    by goog2bking May 20, 2015 10:16 AM
    golongin2008 golongin2008 May 21, 2015 1:40 PM Flag

    If AMGN is going to buy RLYP...Orbimed LLC., who just sold 1.455 million shares at $34.13, is going to be really ticked off...

  • Reply to

    RLYP buyout

    by goog2bking May 20, 2015 10:16 AM
    golongin2008 golongin2008 May 21, 2015 12:07 PM Flag

    Would love AMGN buying RLYP but the way the stock has been acting of late it seems to be a very
    well guarded "secret"...Are you sure you don't have your "info" mixed up and they're going to buy ZSPH?
    That one has gone from 38 to 56 in about three weeks while we have gone straight down...LOL!

  • Reply to

    RLYP having issues??

    by cluelesstrader101 May 21, 2015 11:26 AM
    golongin2008 golongin2008 May 21, 2015 11:48 AM Flag

    Are you nutso or what? RLYP has NO safety issues. They'll be approved in October of this year without any panel meeting and long beofore ZSPH is. Read up on both before you make stupid statements. Stock is down because Orbimed, who is the largest holder, sold 1.457 mil shares puruant to a filing made on 5/18 at $34.13
    They still own 7,400,000 shares of RLYP, or 17.85% of the total shares outstanding.

    Now how about another dumb statement like..."Orbimed must know something bad is coming because that's
    why they sold so much stock".... LOL...Ghee wiz.

    By the way...You and I do agree on one thing...You are a "cluelesstrader"....lol!

  • Reply to

    GILD Data !

    by steven511825 Apr 23, 2015 6:30 AM
    golongin2008 golongin2008 May 21, 2015 11:00 AM Flag

    Like your post and logic steven.... New to ACHN after getting out some years ago. Bought now at $9.15 avg...
    My logic was pretty simple though...I'm paying $9.15 for what JNJ had to pay $12 for... Sounds like I'm already well ahead of the "big boys"...LOL!

  • Reply to

    Roth notes

    by adeelmd May 21, 2015 8:51 AM
    golongin2008 golongin2008 May 21, 2015 9:48 AM Flag

    Roth is basically a mess.... CEMP is way too technical for their analysts to understand. Kind of like
    a "C-" average JC student trying to understand advanced business statistics in a Harvard MBA program.
    They're much better with their under $5 bio pumps....

  • Reply to

    good time to sell

    by derrick911smith May 20, 2015 12:31 PM
    golongin2008 golongin2008 May 20, 2015 10:25 PM Flag

    I sold ZSPH after making 11 points just over $50 and thought I was smart...lol...

    You have guts shorting a stock that has now technically broken out and just hit a new high...

    GL to you... seriously... Disclosure...NP and long RLYP

  • My apologizes for the confusion in my posts on the recent insider sales...

    To be clear.... It appears that ORBIMED ADVISORS LLC on 5/18/2015 sold 1,457,551 shares of
    RLYP at $34.13 and still retain 7,400,000 shares. That Mr. Samuel D. Isaly is the Managing GP for
    OrbiMed Capital GP IV LLC and was merely the reporting person responsible for the filing. I do not
    believe he sold any shares personally. It looks like Orbimed still retains an approx. 17.85% ownership
    interest in RLYP.

  • At $34.13 on May 18th.... He still holds 7,400,000 shares.... A 17.85% stake in the company.
    Guess you can't blame them for taking some money off the table but it will be interesting to see if
    some of those proceeds went into ZSPH (but we'll never know if they keep their interest under 5%).

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