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Alnylam Pharmaceuticals, Inc. Message Board

halevay 22 posts  |  Last Activity: Jun 30, 2016 4:16 PM Member since: Oct 8, 2008
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  • halevay by halevay Jun 30, 2016 4:16 PM Flag

    Oh..and Meet's market cap is .1% of Facebook's, so with chart guy's logic, this stock should be trading at 12 cents....well, either that or Facebook should be trading at $5,000.
    Silly logic.

  • halevay by halevay Jun 30, 2016 4:11 PM Flag

    How was it down today? I thought it was supposed to go up every day until it hit $9. Whoops.
    Guess we're going to have to wait a little longer

  • Reply to

    buy here?

    by mencelblock1989 Jun 29, 2016 12:07 PM
    halevay halevay Jun 29, 2016 1:01 PM Flag

    you could establish a small position and average down if the stock retraces...I wouldn't go all-in at this point. I sold some calls today to try and further monetize my position...but I don't think this stock will just keep going up.

  • halevay by halevay Jun 28, 2016 7:39 PM Flag

    Chart

    What are you talking about? You use outstanding shares as a basis to compare MEET vs FB? And since FB has 5x the outstanding shares you believe meetme should be trading 5x higher? That logic is misguided for sure. And why are you even bringing facebook into the conversation? What does facebook want/need with meetme? Added traffic? Doubt it....most people on meetme probably already have a facebook account.
    I get the ra-ra for a stock breaking thru fresh highs not seen in 5 years...but c'mon....you're dreaming.

  • Reply to

    Options

    by halevay May 31, 2016 2:02 PM
    halevay halevay Jun 20, 2016 11:14 PM Flag

    Mke
    Yes, that's why the premiums are rich overall, but the fact that options on both sides of the the line lost significantly today (when the stock was only moved 1%) indicates it was related to some macro event.

  • Reply to

    Options

    by halevay May 31, 2016 2:02 PM
    halevay halevay Jun 20, 2016 7:46 PM Flag

    Mustafa and gasbag -
    If I am guessing, I would say the option activity is more tied to Brexit...as the option premiums had swelled over the last couple weeks, but let some air out today. Today we saw news that indicated the vote might be swinging to 'stay'...and both puts and calls well out-of-the money traded more like they were in-the-money...dropping significantly. So just putting two and two together, it seems awfully correlated to that.

  • Reply to

    So ...

    by tnyellowtomcat Jun 15, 2016 2:26 PM
    halevay halevay Jun 15, 2016 8:02 PM Flag

    Bought some in-the-money options. Even going out to an Aug expiration, which gives me an earnings report, didn't carry much of a premium.

  • halevay by halevay Jun 14, 2016 12:41 PM Flag

    Interesting that the options are not moving that much. Still cheap. Bought 40 July $4s today...hardly paid a premium.

  • Reply to

    Options

    by halevay May 31, 2016 2:02 PM
    halevay halevay Jun 13, 2016 4:04 PM Flag

    Looks like the options market is giving up on any news for June. Premiums have come down significantly for June but are still pretty rich for July.

  • halevay by halevay May 31, 2016 2:02 PM Flag

    Option premiums spiked today. June contracts are up 30% on both sides of the equations (puts and calls) - - are we expecting an announcement at the upcoming conferences?

  • Reply to

    Wizards?

    by brad4ord71 May 31, 2016 1:12 PM
    halevay halevay May 31, 2016 1:52 PM Flag

    chart
    I don't think that's it.
    1. The CFO basically stopped this train in its tracks during Q4 conference call....announcing that revenue would be somewhat muted over the next year
    2. Stocks don't usually have a single day 'pop', because all the market forces align (at the same time) and realize the company has potential

    Could be a fund/institutional investor acquiring a position
    Could be good news that has not been made public yet

  • Reply to

    Earning 20 cents!! - a lot better than I thought

    by md841 May 10, 2016 7:10 PM
    halevay halevay May 10, 2016 9:10 PM Flag

    Agree the report is good. Good to see that Sampson stroked the locks of his hair and turned out a strong performance. Good balance of focus on driving revenue and cutting costs. Like the "transparency to shareholders" line about finding value for the company....still say "buy out"
    Just need to right the balance sheet. Still stuck with large stockholder's deficit...lower cash position...paying high interest rates for money. I think with all of the mentioned drivers, this will ease over time.
    Would have liked to have seen numbers for today's press release, but they might be asked that on tomorrow's call.
    Overall, nicely done.

  • Reply to

    Seriously impressive Q1!!! Well done ERII

    by mobirules May 4, 2016 7:17 PM
    halevay halevay May 4, 2016 8:16 PM Flag

    Blowout? Hardly. Remember this is Wall Street. Stock action is driven by expectations and comparisons. They missed on revenue and eps. Stock will fall on these results.

  • Announced earnings a day early....at 7pm? They weren't good. Trying to bury it while nobody's looking?

  • Reply to

    Today's call

    by halevay Apr 20, 2016 11:06 PM
    halevay halevay Apr 21, 2016 7:46 PM Flag

    Ok...so he's a financial advisor (FA) rather than an analyst? Many brokerages have rules against FAs using the firm name on an earnings call. But still good to see people interested and asking questions.

    Gora - Thanks for the correct spelling of the name of the Blackrock analyst.

  • halevay by halevay Apr 21, 2016 7:43 PM Flag

    Just a note to let everyone know that I am back in on this stock. Been nibbling the last couple of days...though not looking to amass the position I used to have
    I don't have high expectations. I don't need to. This is for a future buy-out. If the stock gets relisted, I may trade options
    I am comfortable from what I've heard from Sampson. I like that they're reducing cost. I love that they canned Mattison. I think we'll see some creep on the stock price when they announce the imminent contract...when they file their 10Q...and relisting.
    So, no more 'countdowns to 100' or visions of making a killing on this thing....but I think this is a good entry price for a play.

  • halevay halevay Apr 20, 2016 11:07 PM Flag

    Belly
    Is that a negative 1?
    That was my guess.

    Actually, put me down for a ONE as well.

  • halevay by halevay Apr 20, 2016 11:06 PM Flag

    I thought Heath Sampson did a decent job with the call today. Other than the occasion issue pronouncing a word or two ("particuarily")...he did alright. I left the call even more confident that this company will be sold in the next 12 months or so.
    I looked at the list of "analysts" represented.
    The gentlemen from Lake Street Capital and Needham checked out. I couldn't find a Kevin McKenna at Stifel, other than a financial advisor from Wisconsin. And to my knowledge there's no Chantelle Agral at Blackrock. Not sure why it's been such a project trying to find any information about Blackrock's involvement with ADES. I remember not being able to find much of anything about the fund that is supposedly holding their large stake. Can anyone share where I might be missing?

  • Reply to

    Presss Release - 30% reduction in head count

    by md841 Apr 18, 2016 5:29 PM
    halevay halevay Apr 18, 2016 11:55 PM Flag

    Bart -
    I'd agree that in an otherwise healthy company, a reduction in workforce would be good. But you have to wonder what's going to be left after all of these 'cost cutting measures' and shuttered businesses.
    But still makes sense if the end result is to sell the company (which I think is a real possibility if they don't go bankrupt)

    I would be interested to see how much stock gets sold as a result of these layoffs. Their 401k plan is WAY over-concentrated with stock that might now get liquidated.

  • Reply to

    April 19+New Chairman of Board

    by wbart21 Apr 14, 2016 5:01 PM
    halevay halevay Apr 14, 2016 11:38 PM Flag

    Well, it seems that Mr. Wells has substantial experience working with distressed companies, but more companies IN bankruptcy. He has expertise in financial negotiations between the bankrupt companies and their creditors. Would hope that's not why they brought him in.
    Let's look at the companies mentioned under his profile:
    Lehman Bros - bankrupt
    Enron - bankrupt
    Capmark - bankrupt
    Advanced Emissions Solutions - bankru...er...uh, jumped the gun there.

    On another note, interesting choice of words from Marcum in the PR... He says, "I believe that Spencer and Heath will work very well together as they complete the remaining steps in the Company's 'TRANSFORMATION'." - While one could describe the largely new C-suite as a 'transformation' of personnel, I think he meant it to describe something larger going on.

ALNY
61.44+5.95(+10.72%)Jul 1 4:00 PMEDT