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Yahoo! Inc. (YHOO) Message Board

left2rightdoor 83 posts  |  Last Activity: 4 hours ago Member since: Jul 16, 2012
  • Reply to

    Rock solid floor in YHOO shares

    by cspanosmwc 4 hours ago
    left2rightdoor left2rightdoor 4 hours ago Flag

    Cash, cash equivalents, and marketable securities were $10 billion as of December 31, 2014 compared to $5 billion as of December 31, 2013, an increase of $5 billion.

  • Reply to

    Question!

    by sameas55 7 hours ago
    left2rightdoor left2rightdoor 5 hours ago Flag

    Goldman similarly suggested that effective tax avoidance was worth an incremental $15 per share.

  • Reply to

    Odds of different Scenarios

    by left2rightdoor Jan 24, 2015 10:48 PM
    left2rightdoor left2rightdoor 11 hours ago Flag

    So the 30% scenario won out, (actually it was 40% with a partial spinout) and if the lesser probabilities are in play, then the 10% buyout scenario may actually come to fruition before September. Because there is no way for CEO and Execs to lose, under any change of control scenario, everything vests, everybody walks away with a big lunch pail, ready for their next gig and a good rep among financial community.

  • left2rightdoor by left2rightdoor 12 hours ago Flag

    NY Times story - MM's biggest single goal is avoiding tax cost
    Lets hope she succeeds.

  • Reply to

    From Christine today

    by thigrlsrk 23 hours ago
    left2rightdoor left2rightdoor 14 hours ago Flag

    Also, changing of the guard at FDA is going on. The new Asst Secty for Drugs and Tobacco, Dr. Califf, has spoken at orphan and rare disease drug conferences about the "valley of death" where clinical disease research goes, and what would happen if we accelerate development of therapies. Look at his keynote remarks
    to rare disease meeting in 2012. FDA has felt pressure for patients and parents, and as all bureaucracies, wants to say, look, we're making changes, those mistakes in the past don't reflect our current practice or outlook.

  • 2014 Active user growth 1 Pinterest 97% 2 Tumblr 95% 3 Insta 47% 4 LinkedIn 38% 5 YouTube 13% 6 Twitter 7% 7 Google+ 6% 8 FB -9%

  • left2rightdoor left2rightdoor 16 hours ago Flag

    Clues to what's next
    MM went to Davos ( to keep appearance of normality and audition for next gig)
    Goldman "neutral" but discusses 15 incremental value of tax efficient moves

  • left2rightdoor left2rightdoor Jan 26, 2015 8:32 PM Flag

    But you have to allocate your basis in Yahoo among any spun-off companies

    Typically, in the United States, shareholders in distribution-type spinoffs are taxed on gains or losses in the tax year in which they sell the shares. To calculate tax basis in the spinoff and parent, the shareholder must allocate his basis in the purchase of shares in the original company pro rata across the two resulting companies, based on the relative fair market values of the parent and spinoff immediately after the separation.

    For example, suppose you buy one share of Company A at $100; A spins off Company B; and each share of A receives a distribution of 4 shares of B. Immediately after the spin, suppose the fair market value is $80 for A shares and $10 for B shares. The total market value of your holding is now $120 (one A at $80, and four B’s at $10). So your allocated basis in A would be 100*80/120, or $66.67; your basis in B would be 100*40/120, which is $33.33 for the four B shares, or $8.33 per B share.

    The above paragraph evades the question of how to determine fair market value immediately after the spinoff. Turns out the IRS does not explicitly answer this question either. Your accountant can answer it, or you can refer to the investor relations pages of the parent and spinoff companies. The latter can be very helpful sources of information on this. They often offer specific fair market values for the two entities

  • Reply to

    H7N9 in CANADA

    by maphere Jan 26, 2015 3:22 PM
    left2rightdoor left2rightdoor Jan 26, 2015 3:49 PM Flag

    But confirms why BARDA HHS should have a major stockpile of peramivir - new flu reassortments, no vaccine, just like H3N2v, antivirals are last resort if vaccines cannot stop spread, treatment for multiple cases will be needed. Should have hundreds of thousands of doses of IV antiviral in SNS. H5N1 H7N9 H3N2 H5N8

  • left2rightdoor by left2rightdoor Jan 26, 2015 9:29 AM Flag

    Focus on tax efficient monetization offers incremental value of $15 per share and mobile and ad growth in core business offer similar value (ie 30?). So Goldman is "neutral" cause they want to buy it themselves cheaply rather than have retail get in?

  • left2rightdoor by left2rightdoor Jan 24, 2015 10:48 PM Flag

    1. Give back 50% BABA proceeds as share buyback plus start regular 3-4% dividend. 50%
    2. Reverse Morris Trust for all BabA, shares in TwoCo's going forward. 30%
    3. Partial Baba spinout, retain 50%. 10%
    4. Buyout by Baba, Softbank etc. 10%

  • left2rightdoor by left2rightdoor Jan 23, 2015 11:50 AM Flag

    Change of control provisions would give YHOO CEO a bonanza
    no need to work again, and rep as a shareholder first CEO

  • Reply to

    CDC, antivirals, hospitalized patients

    by maphere Jan 9, 2015 2:29 PM
    left2rightdoor left2rightdoor Jan 21, 2015 6:25 PM Flag

    CDCHAN 375 (Health Alert Network 375) recommended using one of 3 antivirals for anyone hospitalized (200,000) ot high risk

    This CDC Health Update is being issued

    to remind clinicians that influenza should be high on their list of possible diagnoses for ill patients, because influenza activity is elevated nationwide, and
    to advise clinicians that all hospitalized patients and all high-risk patients (either hospitalized or outpatient) with suspected influenza should be treated as soon as possible with one of three available influenza antiviral medications. This should be done without waiting for confirmatory influenza testing. While antiviral drugs work best when given early, therapeutic benefit has been observed even when treatment is initiated later.

  • Reply to

    Narrow Range Until 24-week Safety Data Emerges

    by mdwhittier Jan 20, 2015 2:56 PM
    left2rightdoor left2rightdoor Jan 20, 2015 4:29 PM Flag

    Its all about benefit v risk. If the risk is negligible, as shown by 3+ years for the 12 boys and months for the expanded clinical trials initial dosing, there is no way to assume that the benefit v. risk is not positive. Then the BIG RISK is NOT ALLOWING DMD BOYS ACCESS. So, remeasure the dystrophin (confirm the surrogate endpoint), get the safety data, and then ask for AA because every day lost is a day closer to loss of ambulation and ventilation for the patient population and their families.

  • This year's flu season continues to take a deadly toll. The U.S. Centers for Disease Control and Prevention said Friday it's confirmed that 19 more children died of influenza in recent weeks, bringing the total to 45 since flu season began in the fall.

    That comes a day after the CDC reported disappointing results of this year's flu vaccine, which has proven to be only 23 percent effective at preventing the need for doctor's visits for influenza. CBS News chief medical correspondent Dr. Jon LaPook reports that's the second-worst track record for flu vaccine in a decade.

  • Say you had 20,000 YHOO shares at 50, ok a little high now, but keeping numbers round.
    You start with $1 million in YHOO.
    You get BABA shares - .4 for each YHOO, so you end up with 8000 BABA shares
    If Alibaba is at 100, you have 800,000, if its at 90 you have 720,000

    Meanwhile you still have 20,000 shares of the residual YHOO, so if they're
    worth 10 you have 200,000, if worth 5 they're worth $100K, if $20 they're
    worth $400K. Is this the way it would work?

  • Reply to

    30,000 doses of Rapivab in the supply chain

    by maphere Jan 15, 2015 2:53 PM
    left2rightdoor left2rightdoor Jan 15, 2015 5:55 PM Flag

    And the CDC advice about using antivirals early is serious, to avoid situations like the Wisconsin newlywed who had the flu on Monday and died Friday.

    It's hard to predict who will get sepsis from the flu, but underlying conditions, such as asthma or lung disease could contribute to it, said Dr. William Schaffner, chairman of preventive medicine at Vanderbilt University Medical Center in Nashville, Tennessee. He did not treat McQuestion, but he said sepsis can happen if the flu progresses to pneumonia, which is bacterial.

    "Usually pneumonia infection is confined to the lungs, but on occasion, it can be so bad that the bacteria leave the lungs and get into the blood stream," Schaffner said.

    Sepsis is a life-threatening reaction to an infection due to chemicals in the bloodstream that trigger inflammatory responses in the body, according to the Mayo Clinic.

    Pneumonia and flu can often seem to blend together, but Schaffner said that if you have shortness of breath, are coughing up yellow or green mucus, or mucus tinged with blood, it could be pneumonia. He recommended going to the doctor for an antiviral medication as soon as you realize you have the flu in the hopes of preventing a more severe illness and flu complications. He also advised staying hydrated and sitting up in bed to take deep breaths whenever possible.

  • Reply to

    Yawnnnn

    by whatmeworriee Jan 15, 2015 3:58 PM
    left2rightdoor left2rightdoor Jan 15, 2015 5:49 PM Flag

    Adam Feuerstein, who was there, tweeted it was ISIS mipomersen, which got approved, but with heavy labels for warnings for toxicity in US, but was denied approval in Europe-so you can get a thumbs up, or thumbs down, or approval with warnings (which affect doctor and patient choice)

    Europe gives thumbs down to Sanofi's cholesterol drug mipomersen
    March 22, 2013 | By Emily Mullin
    Although recently approved by the FDA, Europe's Committee for Medicinal Products for Human Use has decided not to recommend approval for Isis and Genzyme's cholesterol-lowering drug mipomersen.
    EMA committee shoots down Sanofi's cholesterol drug mipomersen
    December 14, 2012 | By Ryan McBride
    A European Medicines Agency panel handed down a negative opinion late this week on the antisense drug from Isis Pharmaceuticals for treating a genetic disease that causes blood cholesterol to jump, citing safety concerns such as signs of liver toxicity and cardiovascular risks in patients in clinical trials.

  • Reply to

    Yawnnnn

    by whatmeworriee Jan 15, 2015 3:58 PM
    left2rightdoor left2rightdoor Jan 15, 2015 4:18 PM Flag

    He actually dropped a little nitro at the end, in the Q&A, said they were still working with FDA to make them comfortable on all the data, there was still a possibility for accelerated approval, and approval in 2015. If I heard that correctly on breakout discussion. Lots of talk about safety, history, and different chemistry. I couldn't make out the name of another company Imersan? which he said was an analogue on safety issues making FDA decisions tough.

  • Reply to

    What should CG say about RNA/BMRN's blast?

    by jrrt1 Jan 14, 2015 9:04 AM
    left2rightdoor left2rightdoor Jan 14, 2015 9:57 AM Flag

    Real question is, is Prosensa or now BMRN saying anything, esp anything similar to FDA. While FDA communications about a company's drug under approval are confidential, communications by company A about company B's competing drug should not be, so a FOIA request to FDA about any Prosensa / BMRN statements about eteplirsen may be in order. Also, if the Prosensa acquisition occurs, look for BMRN to bury the old P rosensa presentations, because of inclusion of statements like this

    The most common adverse events in drisapersen-treated patients were injection-site reactions and renal events (mostly subclinical proteinuria - eight patients in the continuous group and eleven in the intermittent group)

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