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Intuit, Inc. (INTU) Message Board

jagan1961 646 posts  |  Last Activity: 3 hours ago Member since: Oct 31, 1999
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  • jagan1961 jagan1961 3 hours ago Flag

    If you have money buy it on Cash, don't leverage on Margins, not worth it!

    I'll hold on whatever time it takes, I take the CSO's word for it, "Has not seen in his 15 years"

    GLTA LONGS!

    Sentiment: Strong Buy

  • With so much of noise and the notion "when there is a smoke there is fire" I'll hold on for a Buyout!

    These are all fake trades mostly computer generated ones, nothing can stop it.

    Big Pharma/BIO don't look at what is being traded, rather what is in it for them and how much value it can add to their Bottom line.

    Definitely for GILD there is a proven Product there and Combo Drug.

    For others who are not involved in Hep -C there is a whole array of product is available, who can move it forward and become a formidable player.

    There positives far outweigh here, a 30-40 $ buyout seems to be a sure shot.

    GLTA LONGS!

    Sentiment: Strong Buy

  • There is nothing wrong here, except short manipulation.

    After the pull down, most of them are aware of the dangers of margins, and there is nothing going on, except shorts momo play.

    If you have money, slowly accumulate for a Buyout!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Key information for current investors

    by hparch 23 hours ago
    jagan1961 jagan1961 6 hours ago Flag

    Anything positive they release Adam Crooks will spin it the other way. Beware, we have one of the Finest Bio on hand, I expect if all goes well it should top $100 per share by end 2015!

    GLTA LONGS!

    Sentiment: Strong Buy

  • if that fool didn't cover yet!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 7 hours ago Flag

    Agreed, these guys won't do these type of Upgrades unless they have some additional info. All these guys can have call with the Management and sometimes these are all disclosed to select few, obviously Baird's guy is not the one here.

    One needs to wait, except Baird's guy and Adam Fuke, nobody came forward with any negative news, that means majority view this as a great development and one very positive for ACHN going forward.

    Then why would stock fall below $16, with almost entire float traded during the past 3 days, it is time to buy more or just hang on with the stock till officially a buyout news comes out. A $35-40 Buyout offer for a blockbuster drug which can capture $4-5 BLN in annual sales is not something one can ignore.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 7 hours ago Flag

    It shows lots of Retail holders nibbling shares at a gradual phase. I thought the Shorties might cover, they will wait for the new year to cover, since they will get 16 months to pay the Taxes.

    The profits are so much running into 100's of millions, they will obviously won't cover right now, it is the best possible time for us to accumulate and wait it out!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    ach-3102

    by lgonber Dec 25, 2014 4:55 AM
    jagan1961 jagan1961 Dec 25, 2014 1:43 PM Flag

    You are misleading here, you know why it was Put on Hold! It is more of a interaction btw Reyataz and Sovaprevir, Sovaprevir works fine now with ACHN's combo drug

    Read this below shorty!

    The FDA first placed sovaprevir on clinical hold back in June. Elevated liver enzymes found in patients in a phase 1 study generated concerns that led to the FDA's action. Achillion noted at the time that the study, which focused on drug-drug interactions between sovaprevir and Bristol-Myers Squibb's (NYSE: BMY ) HIV drug Reyataz, was the first time that this issue was found after seven other clinical studies have been completed. This observation seemed to point more to an interaction between the two drugs and not sovaprevir itself.

    Yes we all know the Buyer whoever it is will scrutinize the Clinical data, however I belive in CSO's note "I've never a seen something like this in my 15 years of work on Drug development", than listening to you!

    GLTA LONGS!

    Sentiment: Strong Buy

  • With 3 BLN (Might go upto 4 BLN),+ 12-18 months of additional trials, they can bring out a Drug with a total cost of $5 BLN!

    They can take a good portion of the Market by offering a lucrative pricing by pushing both GILD, ABBV to 2 nd and 3 rd spots.

    I think it is really going to be very interesting, but should happen within the next 3 months or so.

    GLTA LONGS!

    Sentiment: Strong Buy

  • From other board,
    Here they are, but not necessarily in order:
    1- ESI is advocating for the use of a unknown new drug entity with absolutely no post marketing experience to be the first line option over a drug (Sovaldi, at least) with extensive post marketing experience in several countries. Most smart people have leaned from past drug withdrawal disasters, e.g. Vioxx and many others, to stay away from advocating for new drugs as first line options, because we sometimes get surprised by undiscovered side effects in post marketing data.
    2 - A two drug cockail (Harvoni) is just better and less risky than a 5 drug cocktail ( three of which are completely new ) for many reasons, including just plain common sense.
    3 - Ribavirin is a pretty toxic drug that will be needed most of the time with Viekira and not needed at all with Harvoni. Primum non nocere applies here and Express just forgot about or disregarded this part of their responsibility when forcing therapies upon patients.
    4 - This notion that they will open up treatment to a wider universe of patients is nonsense. There was never any legitimate rationale for holding back on the treatment fin the first place.
    4 - Patients who are forced onto Viekira against their doctors wishes will fail to tolerate the therapy, intentional or not, and will have to move on to Harvoni anyway, i.e. more cost added to the system.
    5 - The treatment duration with Viekira will, per product labe,l be longer than Harvoni for many patients, and the discounts provided by AbbVie will not make up for the higher costs associated with more prolonged therapy
    6 - Payers will and should demand that Express show that use of the less safe and more complex regimen is not harming patients or costing them more money. Both of these will be shown to be true and Express will not be able to hide it.
    7 - They have gotten away with prior formulary lock outs because the drugs involved were mostly similar in terms of safety & efficacy.

    Sentiment: Strong Buy

  • Reply to

    So what if nobody buys ACHN, then what??

    by stock_itch Dec 25, 2014 11:06 AM
    jagan1961 jagan1961 Dec 25, 2014 11:53 AM Flag

    Nope. There is no way they can stand up to GILD & ABBV head on. DESH is a BIO veteran and k nows when to Hold and FOld, Roche & J&J for a 3 BLN$ they get in this niche space.

    For ABBV & GILD they solidify their space.

    Let us see what happens as a standalone entity ACHN's days are numbered.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Having made enormous money by shorting the stock from $25 levels to $5, shorts will not take a chance and will exit and go long, I won't be surprised if the stock touches $8 level.

    I don't think there is any point in selling at these levels, in 2015 I expect the stock to be the best in BIO, probably touching 3 digit levels by Dec 2015!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Achillion Shows Potential for "Best-in-Disease" HCV Regimen - 100% SVR4 Following a Dual 6-Week ACH-3102-Based Regimen and Separately a 4.8 Log10 Reduction With ACH-3422

    The Baird and ADAM F don't believe in it. 4 Other research firms like it and the stock falls 50% on 55 MLN volume!

    Wow, hope DESH sells the Company even if the Industry players too feel the same way, to take the shorties out!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Losers ignored on the first two pages

    by apokerace Dec 25, 2014 10:12 AM
    jagan1961 jagan1961 Dec 25, 2014 10:44 AM Flag

    You seems to be the most idiotic one, I;ve seen here. You should go beyond 3 months to look at my posts here.

    I don't post all the time, because I've been waiting only for the BUYOUT evern 6 months earlier.

    Now with the news, with all the Fund houses upping the target to $25 range, it is logical to expect a buyout sooner than the Bashers think. I'm expecting a $30 offer.

    You need to have the stock when the announcement comes!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Current market cap is 1.2 BLN. Anybody can takeover this company under 4 BLN now! They have a Drug which could catapult the acquirer to provide a Cure for Hep -C in this niche space.

    With 4 BLN acquisition they can go for a 10-20 K $ treatment regimen and make the market more competitive and accessible.

    With 80 K -90 K regimen, Gild actually killed the Golden goose, now it is going to be very tough for them to get that kind of money. One more competitor like Roche ./ J&J who has very deep pockets, GILD is doomed. Even to think ACHN is going to be viable entity will be making them a lot worried.

    I'm pretty sure, either one will make a quick buyout offer for ACHN and mostly GILD will be on top!

    Let us see, very interesting times though!

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Dec 24, 2014 2:02 PM Flag

    That might happen when there is so much chaos in the market place for ACHN, someone following the stock like GILD it is nothing new to strike a deal, it is proven beyond doubt ACHN drug in Combo with Sovaldi is a clear winner!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Magnam the Shameless Pumper

    by macugen_rules Dec 24, 2014 11:38 AM
    jagan1961 jagan1961 Dec 24, 2014 12:30 PM Flag

    You seems to be a fraudster!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Dec 24, 2014 10:22 AM Flag

    With so much noise created by this non-sensical up/down articles, the street and big pharma companies became more familiar with ACHN is up too!

    I won't be surprised with multiple parties making a run at it. Even though I lost a good amount of money by buying at 18 & 15, for a buyout it is worth a lot. I sold and rebought it, just to take the loss c/f so that I can avoid paying taxes yesterday.

    A $40 Buyout price is not ruled out.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Analyst Opinions

    by magnam_pi Dec 24, 2014 9:58 AM
    jagan1961 jagan1961 Dec 24, 2014 10:16 AM Flag

    You made money, just move on! Stop posting Fraudulent and misleading information here.

    There are 4 analysts and the Management came out strong. Adam F is a #$%$, we all know. The guy Baird is just a moron or accomplice to Adam F. The buyout is immenent.

    GLTA LONGS!

    Sentiment: Strong Buy

  • I thinks shorts need to cover, but that seems not an easy task. Of course most of us lost a ton, but it is not over until the shorts cover.

    GLTA LONGS!

    Sentiment: Strong Buy

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