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Alnylam Pharmaceuticals, Inc. Message Board

hundleyrandy 63 posts  |  Last Activity: Jul 24, 2014 10:52 PM Member since: Jan 3, 2011
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  • hundleyrandy hundleyrandy Jul 24, 2014 10:52 PM Flag

    I meant to say UAL not Delta in the first sentence. Sorry.

    When you have excess debt, that should be the top priority. It looks, however, that the stock price is more of a concern to the execs. Reducing the number of shares outstanding is going to be of no help when sales slow down. Then a souond balance sheet will be the most important.

  • Reply to

    Advisory Committee

    by hundleyrandy Jul 24, 2014 7:16 PM
    hundleyrandy hundleyrandy Jul 24, 2014 10:34 PM Flag

    okay thanks

  • hundleyrandy by hundleyrandy Jul 24, 2014 7:16 PM Flag

    Weren't they meeting today (7/24)?

  • Reply to

    Zydelig (idelalisib) Sucks -- Imbruvica Rules

    by hundleyrandy Jul 23, 2014 4:11 PM
    hundleyrandy hundleyrandy Jul 24, 2014 7:05 PM Flag

    " We are learning on how to administer it (reduced dose, after initial chemo, TLS prophylaxis prior etc...)... "

    I guess you work for Genentech or Abbvie.

    The fact that a patient has to relapse before a drug is administered points to the FDA not feeling the drug being worthy enough to give to someone earlier. Would you not agree? I understand how ethics preclude the carrying out of a trial where the developing drug is given earlier in the disease development, but we've got serious side effects with Zydelig and more so with ABT-199. If a drug is safe, the dosage window is larger. Since you say you are playing with the dose, you've got a small window here it seems. I don't see that with Imbruvica, and I'd also venture to say that, albeit there may be some who relapse on Imbruvica, that does not mean that Imbruvica is not the best performing drug for these indications. The evidence gathered so far seems to indicate that it is.

  • Delta has $12B in short and long term debt and only $5 billion in cash and short term investments. And this CEO uses what little cash they have relative to debt to buy back shares at record prices! Obviously he is lining his pocket and Wall Street's at the expense of the financial security of the company. I guess he doesn't care if UAL goes bankrupt in the next economic downturn. You'd think he'd first try to make the balance sheet somewhat better.

  • hundleyrandy hundleyrandy Jul 24, 2014 6:40 PM Flag

    Yea, well I work at a major multinational company, and they cut back on travel.

  • Reply to

    Ok so why 2% down after hours? dam..

    by corelon510 Jul 24, 2014 5:58 PM
    hundleyrandy hundleyrandy Jul 24, 2014 6:19 PM Flag

    Come on ... it tastes better when the meat has been dropped on the floor and has been fermenting.

  • Reply to

    Ok so why 2% down after hours? dam..

    by corelon510 Jul 24, 2014 5:58 PM
    hundleyrandy hundleyrandy Jul 24, 2014 6:17 PM Flag

    okay mrdax, why don't you go buy some more tomorrow yourself instead of telling others to buy at these high prices?

  • Reply to

    Starbucks Believes in Global Warming! LMFAO

    by hundleyrandy Jul 24, 2014 5:41 PM
    hundleyrandy hundleyrandy Jul 24, 2014 6:13 PM Flag


    Yes I don't particularly like people who tell lies.

    Using your logic, the leaders of Germany and the Soviet Union in the 1930s and 40s (yahoo won't let me use their names, they take down the post) had to be at least 100,000,000,000,000,000,000 times smarter than you and Schultz combined. Those guys didn't just run a company, they each ran a nation and much of Europe. Being dumber than H and S is not something I'd brag about, but knock yourself out.

  • Reply to

    Ok so why 2% down after hours? dam..

    by corelon510 Jul 24, 2014 5:58 PM
    hundleyrandy hundleyrandy Jul 24, 2014 6:06 PM Flag

    They are down because sales growth is much less than the P/E. To justify a PE of 30, you need 30% growth that is sustainable. SBUX EPS growth is much less than 30, and it isn't going to be growing much in the future. People don't like buying food that is past its safe date and is from China. They also don't like contributing to their own slavery with carbon taxes to fight a global warming hoax. Nor do people like doing business with folks who are opposed to their right to carry a gun.

    You'd have to be a complete fool to do business at Starbucks.

  • The CEO of this company must be a mental #$%$. How can anyone who isn't half screwy believe in global warming? (sbux refers to it under its new moniker "climate change" ha, ha) I guess Mr. Schultz must have spent the past two winters in Equador. We had 50 days below zero where I live. Hey Schultz read this:

    there is only .03% CO2 in the atmosphere. It is a trace compound. And the amount produced by man is a small faction of the .03%. CO2 has no impact whatsoever on the temperature of the planet.

    And this guy runs a multi-national corporation. Good lord.

    I'll never buy my coffee here again. Nor will I buy anything else. The bad meat from China alone scared the bejesus out or me. But I sure ain't gona contribute to no stinking global warming nonsense that results in a carbon tax and expensive gasoline and heating costs

  • That's the long and short of the FDA approval for what some analysts thought was going to be Imbruvica's competition.

    The strict black box warning with all those terrible side effects are going to doom Zydelig sales. And on top of the black box/side effects, it is only approved for RELAPSED patients for whom Rituxan ALONE would be considered appropriate therapy. Imbruvica has no serious side effects and it is indicated for patients who only received one prior therapy. All you have to do with Imbruvica is give the patient one other drug and you are off to the races. Soon the Imbruvica label will be expanded to front line therapy anyway, although it basically is after the ASCO data.

    Ohh and the other potential competition, ABT-199 has a worse side effect profile than Zydelig. It includes fatal Tumor Lysis Syndrome. If ABT-199 ever gets approval (2016) at the earliest, it will have a black box warning on wheels.

    PCYC is now headed to $200/share, no problema. As Grace Slick used to sing, "nothing can stop us now."

  • The individual isn't travelling too much anymore. Tickets are priced too high because gasoline prices have risen so much. That leaves the corporate traveler. Well, inflation has made product/starting material costs soar for UAL customers, which means these companies have to make cuts elsewhere. Travel is always the first thing that is taken to the block. In view of the present inflationary environment which the government has put us in, poor ol' UAL can't justify this high PE ratio. If they don't beat numbers, the stock gets crushed. And I don't see how they can beat them with the government raising prices so much.

  • Reply to

    Starbucks Brand Tarnished Forever

    by hundleyrandy Jul 22, 2014 9:05 PM
    hundleyrandy hundleyrandy Jul 22, 2014 9:13 PM Flag

    SBUX outrageous PE wasn't justified before the latest scandal broke. It certainly ain't justified now. Only a matter of time before the stock price collapses. Let's see what happens tomorrow.

  • Starbucks has been caught using poor quality ingredients in its menu items:

    "OSI has said it was 'appalled' and was investigating the matter after a TV report showed staff at its Shanghai facility using expired meat and picking up meat from the floor to add to the mix."

    Their coffee will never taste the same to the consumer. Just goes to show: sometimes it ain't worth it to cut corners. Penny wise and pound foolish.

  • Reply to

    NFLX Misses on Revenues and EPS: Not Good

    by hundleyrandy Jul 21, 2014 9:04 PM
    hundleyrandy hundleyrandy Jul 22, 2014 8:58 PM Flag

    I don't know where you got your numbers, but I took them right from their press release. Regardless, the stock fell like I said it would. There is no room for error when the PE is 170.

  • hundleyrandy hundleyrandy Jul 21, 2014 9:47 PM Flag

    all well and good, but a PE of 170 is not sustainable when you don't meet revenues or EPS. They are growing at 33%, not 170%.

  • Reply to


    by symuasi Jul 21, 2014 9:08 PM
    hundleyrandy hundleyrandy Jul 21, 2014 9:28 PM Flag

    yea that's right. Hold on until QE ends and lose your rear end. I guess you don't remember 2001 or 2008.

  • Reply to

    NFLX Misses on Revenues and EPS: Not Good

    by hundleyrandy Jul 21, 2014 9:04 PM
    hundleyrandy hundleyrandy Jul 21, 2014 9:19 PM Flag

    Orchestrated take down tomorrow a.m. You can see they already painted the tape in the after hours market. Common technique along with media hype to sucker in the challenged retail people.

  • When you have a P/E of 170, there is no remove to miss on earnings or revenues. Netflix misses on both.

    Projected earnings per share was $1.16. Netflix delivered $1.15.

    Projected revenues were $1.33B. Netflix delivered $1.14B.

    Expect a 10% drop in share price tomorrow. There may be a slight gain at the open since the controlled media has been touting the earnings release as good news. This is to sucker in the stupid retail people while the big banks unload.

    Ultimately NFLX will move down to a PE of 30 to 50, and then to 25 when the markets ever become normalized. This could happen in the next few months with the end of QE. Then all hell breaks loose to the downside until Janet Baby fires up QE4 or is it 5? I can't keep track anymore.

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