Recent

% | $
Quotes you view appear here for quick access.

Allergan plc Message Board

jesse.livermore 2 posts  |  Last Activity: Dec 9, 2015 9:52 PM Member since: Aug 21, 2009
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    convertible/exchangeable

    by urabt2 Nov 20, 2015 9:54 AM
    jesse.livermore jesse.livermore Nov 21, 2015 11:24 AM Flag

    urabt2...Yes..convertible notes are almost always sold to the company's buddies, "qualified investors" and are not available to the retail serfs. The note holders simply "hedge" their position by shorting a dollars worth of common per dollar of convertible..This creates a market neutral capital position and allows the holder to collect the difference between the interest (3.5%) and the rent on the short position... This is really peeing on your loyal retail longs, who suffer at the hands of the short holders, and indeed the 2012 convertibles still form the bulk of the shorts..

    Sentiment: Buy

  • Reply to

    BOULDER / FDA discussion

    by rafunrafun Dec 6, 2015 4:21 PM
    jesse.livermore jesse.livermore Dec 9, 2015 9:52 PM Flag

    Dear ba...

    Your post sounds well considered , factual, and authoritative, but unfortunately a lot of it is wrong...Doctors are not ignorant because they wish to be ignorant. Clinicians are very busy and have little time to scan the vast oceans of clinical information that is being generated daily in the modern world. Most journal articles are probably not going to be game changers so turning up the ones that are is a very inefficient process.. Imagine yourself going through every biotech and trying to come up with the one that is going to be be the biggest winner.
    It may be true that clinicians do occasionally get information or ideas from drug reps (the MDs that actually talk to drug reps), but only fools rely on paid promoters for their medical education..Most doctors will research the drug themselves using the medical literature if what the drug rep says sounds interesting.
    You are confused about the FDA's actions and attitudes regarding "off label" promotion of drugs, and "truthful and non misleading" information. I do not believe doctors or Amarin have a problem with letting the FDA decide whether something is "truthful and non misleading. That is not the issue...The issue is the FDA suppressing truthful information and prosecuting companies who are promoting off label indications using truthful and non misleading, information. Information that could be verified by clinicians in the medical literature. This constitutes suppression of scientific or medical information, and can only serve the interests of those who benefit from keeping others ignorant..
    You need to stick to subjects you have some understanding about...

    ": ) JL

    Sentiment: Buy

AGN
274.55-5.22(-1.87%)Feb 11 4:02 PMEST