Sanofi Message Board
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I am tweeting key points in almost real time: @kirkspano
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that's the strongest I've heard say. They've been downplaying for so long, that is a clear message. Cologuard is going to be a big deal, ala Pap. Burn was less than projected, a lot of cash on books - a little more than anticipated at this point.
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Many Missed the Real Implications of the EXAS Announcements
by senior6analyst •Apr 20, 2013 5:30 PMhey, are you in the neighborhood? Do I have the right guy? Call me maybe.
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Right. Let's suppose that colorectal cancer screening compliance rises to 75% from 50% (breast cancer screening is 90% compliance). This is a massive decrease in costs for cancer screening just on the increase in compliance. Now factor in that pre-cancers are 2x to 3x more likely to be found by Cologuard/FIT than FOBT/FIT. The result is massive savings for Medicare versus having to pay for radiology, chemo and surgery costs related to staged cancer. Cologuard/FIT is a no brainer. It will approved. CMS will approve within 90 days. It will be on the market in 2014 and mostly replace FOBT/FIT by 2017.
Sentiment: Strong Buy
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Enjoy your moment of gains. I am happy to buy your shares when you cover. I enjoy seeing you flood the msg bored. It is an interesting study in psychology.
To those who are confused. This is downward momentum and it won't last too long. But it's scary.
Read the article An Exact Opportunity on MarketWatch by me and know this, Medicare wants to save tens of billions on treating colon cancer and other proximate cancers this test will be able to find BEFORE it is cancer about 2/3 of the time. That's a game changer. For comparison, FIT only picks up about 20% of pre-cancers.
Medicare will be happy to spend ten to twenty million extra per year on preventing colon cancer at 3x more effectiveness. There are over 100k colon cancers per year (not all seniors). Knocking that down by half or 2/3 is a big deal. With more boomers hitting Medicare EVERY DAY, prevention is going to be Medicare's #1, numero uno, first weapon in controlling costs. Think about that.
Kirk
P.S. this will probably get buried unless EXAS longs bump it from time to time, sorry.Sentiment: Strong Buy
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KC isn't selling anytime soon. Too much loot to be made for funding his guvna run in 2018.
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lol, nice name, I'm flattered, and I pooped today
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and have sent out email, tweets and facebook posts to tell everybody who follows me to buy immediately. My guess is Kramer is buying because he didn't mention it one way or other on CNBC today 5 minutes after Conway. Given that he's been saying to buy for weeks, my guess is he sent out an alert. Anybody know for sure?
Sentiment: Strong Buy
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yesterday I did a global rebalance and cut shares a few percent, so a sale of about a quarter of my shares. Today, I have already doubled my EXAS position in the low $7s. I know who, what, where and when with this company. It'll be $10 again within months imho.
Nobody would even think of suggesting this effects them getting to market because the 92% of cancers and 66% of 2cm polyps were what we wanted. 87% specificity is darn close to as good as it gets. So what a few people get a false positive and go for a colonscopy.
People selling here are either panic stricken because they didn't understand their investment in the first place, in which case, they can suffer, or traders making a buck. Real investors are teeing up buy orders.
I just launched another 10k order.Sentiment: Strong Buy
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google the title of post, a MarketWatch article will come up.
Excuse me while I go and poop.Sentiment: Strong Buy
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anybody who buys under $10 will be very, very happy within a year. Barron's has this stock over $20 by next year.
Pre-market is manipulation so that shorts can try to get out. Short interest is about to shrink quick. Buy along side them as the price goes up.
Scientifically, this test is as good as Pap and look what the company that brought that to market did. Same founder btw.Sentiment: Strong Buy
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anybody who buys under $10 will be very, very happy within a year. Barron's has this stock over $20 by next year.
Scientifically, this test is as good as Pap and look what the company that brought that to market did. Same founder btw.Sentiment: Strong Buy
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I have been talking to subscribers at AmericanResourceBoom tod moc about an impending correction for a month now. I hope you have moved in an "Intelligent Investor" way to an asset allocation of less equity the past month or two and have cash to invest soon. EXAS under $10 is a big opportunity, as are many of the resource companies. I like FCX, WLL, POT & CHK. Good luck.
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I sold a whole bunch of puts to April awhile back when EXAS was under $10. Mostly $8s & $10s, but also a few $12s for accounts that didn't have the stock yet. If 8s and 10s expire, it's around a 30%+ gain in under 2mo and the folks with 12s have a net cost of acquisition of around $7 a share.
I wouldn't worry much about the high number of puts. I think a lot of people have figured out that selling puts on EXAS dips has been working due to the high premiums for being a pre-revenue biotech which attracts shorts.
I'll sell more puts if I get a chance. Own a few July calls per strategy I got pilloried for mentioning a couple months ago.Sentiment: Buy
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then why do so many fund managers get paid??? Inquiring minds want to know.
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well said, I agree
Sentiment: Strong Buy