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TravelCenters of America LLC Message Board

lns4368 6 posts  |  Last Activity: Jun 16, 2015 11:15 AM Member since: Jan 25, 2000
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  • Expect offer to be rejected by Friday...It should continue to trade up as this will likely highlight how undervalued it is. Programmatic advertising is what is disrupting traditional advertising sales and rocket fuel is one of the pioneers in the space with the best in class technology. I expect it to trade back to 12 within few months and higher in an outright sale. 16-20 not out of the question...

  • lns4368 lns4368 May 28, 2015 9:53 AM Flag

    They will start acquiring shares soon. Once stock break 32 you will know it has occurred. There is definitely a floor at 28. Expect more clarity on the next call. They intend to acquire 10% or so by year end. I expect they will be aggressive up until $50.00 per share.

  • If FDA decides to grant an early approval based upon the best ALK data out there, especially due to CNS benefits, I think ARIA will trade near 25 from 9 the next day based upon the short squeeze and perceived value of brig revenues coming in one year earlier.......big moves always occur when all things are quiet from a company and no news is flowing. In this case, the news is likely going to be positive given the activists, pipeline, and likely interest from big pharma... I would guess this would make a nice tuck in acquisition for anyone building out their oncology portfolio.....

  • FDA will approve early Before SEPT and ARIA will gap over $20.....We will then look for a buyer all under Harvey's leadership and everyone is happy. Why do you even think he was allowed to present at GS if there was a supposed CEO search..... All eyes on the FDA now. That is the only thing that can move this stock unless the sale process as already underway.....

    I'll take the accelerated approval to squeeze shorts. Followed by the announcement that they are exploring strategic initiatives and ARIA is back at $25.00

  • Myalept is where the value for AEGR is. They will explore an indication for NASH patients as well as other indications. Juxtapid will be overdone this year and expect a big big drop off in revenues. Maybe they can sell the company finally......he paid over 300 m for myalept which was a lot at the time given minimal sales and peak estimates of 250m or so...

  • Some patients will not respond to PCSK9's. Just a fact that all do not respond to treatment. These patients will be identified for Juxtapid patients.... There is value in Juxtapid but not as much as we everyone hoped for....

TA
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