There are some really good boards on Yahoo, you can't say this generally. Then there are others where the fleas and ticks are profusely abundant, and serial. We have the ignore feature for those types, easy to cull them out because they often don't include any discussion but just offer one or two line statements using profanity, standard bash lies, or the like. They contribute no value, but instead TRY to spread fear, uncertainty, and doubt (FUD). For this type of post, the best way to treat it is not to answer it, or even give it a thumb up or down, just put it on ignore and leave it be. These poor maggots get paid the more thumbs or replies, so give them NOTHING and let them wear themselves out in desperation.
Sentiment: Strong Buy
New position starter established Friday morning, 12.60 pps. What I've been seeing is the second day out of these slumps the shorts jump on it again, so there's a second buying opportunity on day two of the first rise. Plan to add again if so. Good luck people.
Sentiment: Strong Buy
By David Pinninger in 'Fund Manager’s View' on Charles Stanley Direct website
David Pinniger is the Fund Manager of the Polar Capital Biotechnology Fund. April 3, 2014
"The strength of the recent performance of the biotechnology sector is attracting controversy. The sector has undergone a renaissance in investor interest in recent years as a phenomenal new technology cycle is starting to drive increased levels of R&D productivity for a global pharmaceutical industry desperate for medical innovation. After a strong 2013, the sector had a good start to 2014 against the background of a distinctly nervous stock market. However, in recent weeks the sector has experienced a sharp correction, which has left many asking; “Where next for the biotechnology sector?” We believe the answer is higher.
The catalyst for the recent correction seemed to be renewed questions in the US political arena over the high price of a very potent new hepatitis drug being sold by the US biotech company Gilead. But controversy over the high prices of highly effective new biotech drugs is not new, and in many cases there is a strong value proposition that comes with highly efficacious new drugs. In our view, the correction was more technical in nature, and probably overdue.
TRx is total scripts? NRx is new scripts. If you get 128 'new' scripts, how does that compute to a TRx value of only 155? Seems the Trx # isn't reflective of the growth week to week. TRx must be something else, can you offer an explanation? I am missing something here. Thx.
Blessbuilding, I agree your point is well taken. I am looking at making this one of four pillars of my portfolio. I see and understand the reasons for taking this and the other RNAi stocks down, but think it was way overdone and this is a great time to establish a new position. Will ALNY achieve profitability in 2015, is that the call, I hope to do more DD over the weekend but would like to hear your opinion? Do you think this or ARWR is the better play or would you own both in here? Thanks in advance for your reply.
This was the first week I've added shares since 2.20, and before that around 3.20. Now my average is 3.01. I will hold to at least $9 after all the trouble and wear and tear via emotions/worry.
So many of these turn into a sell the news event. Without a run-up yet, this would seem to indicate that approval is already priced in, and instead of a pop up, we might see a sell-off? I am a recent long here, bought at 8.20 and higher. What is your view and expectation? ROW and Bouout, what price target? $14-15?
I've had to work on my attitude so when posting here, I don't sound like a basher! I think everyone understands the frustration, that's not it, it's the posting of trash talk--hey we don't have to look far to see similar attrition in share prices. Look at ALNY or NLNK or TKMR, GALE, they've been hit worse than ATRS. This feels low risk at these prices, we will do fine in 6 or more months. By 2017, should be an impressive return! Glad you're here, good luck!
Astral seems like it's a better med than the Acelrex dispenser for the same pain application. Anyone here have in-depth knowledge on the comparative benefits?
Yes, if anything was learned from the GALE episode, Management is best to leave the stock promotion alone and let organic growth develop as the Company executes on its strategic business plan. We've got the goods, the story will develop as targets and milestones are reached.
Sentiment: Strong Buy
Gave you a greenie, camry, since you post here might as well swim here too. We'll get there, good luck.
The market is very muted, tentative in here. I don't think we can place a lot of importance in any one day, as this is going to take some time and patience. Meanwhile, scripts keep adding, Nammuang will give us an update Monday and we'll see then how things look. You and Foss seem to have hit nerves today, we're all in this together, he's been around for a while, and not as pumped to see a quick flash of green on his screen. Settle down is my advice, this will work out.
Good intentions from an honorable man, and I'll bet we get the approval, so your kids and family can benefit. I am also helping my kids, it's a journey and nobody said it was easy. Good luck!
The stock seems really stuck, with heavy resistance at 8.75. I am shareholder of HZNP and the Vimovo sales are going very well, so that bodes well for a larger payment to POZN, plus the other well known catalysts here, seems we should already be on the move? I think you have made good points.
We disagree so did the market today place higher value on HZNP. Again, I have decent size position here, like potential and metrics here.
Thanks mbus57, duly noted. The market will still reward innovation and pipeline revenue potential.