Fri, Apr 18, 2014, 7:25 AM EDT - U.S. Markets closed for Good Friday

Recent

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

Nokia Corporation Message Board

longx63 35 posts  |  Last Activity: Apr 3, 2014 2:03 AM Member since: Aug 24, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • longx63 longx63 Apr 3, 2014 2:03 AM Flag

    Ariad with only Iclusig probably isn't worth $3 billion, but with those drugs in the pipeline + Dr. Denner, Dr. Cole, and Dr. Riedel on board, the company is worth much more than that; easily over $5 billion.

    Sentiment: Strong Buy

  • Reply to

    Glaxo article

    by buddwhyzer Apr 2, 2014 9:22 AM
    longx63 longx63 Apr 2, 2014 11:44 PM Flag

    This same idiot posted the following a few days ago:
    "... chevymalibu1966 • Mar 28, 2014 12:43 PM
    bb down
    gild, vrtx down. aria up. news is coming. so is $20
    "

    Sentiment: Strong Buy

  • Below (in quote) is what Adam Feuerstein wrote 3 months ago on 01/03/2014, the day Exelixis traded @ $6.13/share, and today EXEL being traded @ $3.67/share and is going to fall futher in the next couple weeks. (Please note: today EXEL's up, because the whole BioTech sector IBB, XBI were all trading up).

    Quote:
    "... Happy New Year and welcome back to the Biotech Stock Mailbag. Today marks the start of the eighth year for this column, which wouldn't be possible without your questions and comments. Thank you so much.

    ... What's up, Adam? Question for you: Ariad Pharma (ARIA) or Exelixis (EXEL) Which is a better value proposition right now?

    Exelixis because it has more potential upside than Ariad Pharma. [Note, I'm defining "right now" as "this year" not today or even next week.] ...."
    (end quoted)

    I feel so sorry for those listening to this F**kedHead gyu, and lost nearly half of their money.
    For the complete Adam F.'s article, "google" the text: "Biotech Stock Mailbag: Inovio, Chelsea, Exelixis, Ariad"

    Sentiment: Strong Buy

  • ....
    We expect the biotech rally to continue because we are not in a valuation bubble: We estimate the long-term P/E to growth ratio for biotech to be 1.5. We are now trading below 1.7, nowhere near the 2000 biotech bubble P/E to growth ratio of 3.9. Average long-term EPS growth rate of large-cap biotech companies is 22%.

    The stocks on our biotech coverage list that we believe offer the most compelling entry points are ACOR ($37.80, Buy), ARIA ($7.60, Buy), CEMP ($11.07, Buy), THRX ($31.37, Buy), and TTPH ($11.77, Buy). We believe that these companies have upside and that the recent correction presents an ideal entry point.

    We have been selectively downgrading stocks that have reached our price objectives. In the last 9 months these include PBYI ($106.80, Hold), IMGN ($15.14, Sell), SNTA ($4.63, Sell), and BMRN ($73.71, Hold).

    ...
    (Prices are as of 3/24/14 market close yesterday)

    Sentiment: Strong Buy

  • Reply to

    30% Of Sarissa in In Ariad

    by belindadeg Feb 24, 2014 4:49 PM
    longx63 longx63 Feb 24, 2014 7:18 PM Flag

    This is just incredible!!! I've never seen anyone with this extreme confidence that willing to put over 30% of the investment fund into a single company like this. Dr. Denner, with his background, obviously know Ariad business realy welll 100% successful to inveset this kind of money in the company. .

    I'm going to move all in, no matter ARIA trading up or down tomorrow morning..

    Sentiment: Strong Buy

  • Reply to

    Dr. Denner bought 75000

    by rajib_901 Feb 24, 2014 5:28 PM
    longx63 longx63 Feb 24, 2014 5:58 PM Flag

    What this transaction/filing means is that: As a BOD member, Dr. Denner was granted an option (or the right) to purchase 25K shares at @ $8.73/share on or after 2/20/2015, another 25K shares on or after 2/20/2016, and another 25K shares on or after 2/20/2017 (for a total of 75K shares) . And he will have until 2/20/2024 (10 years) to purchase those shares. This is typically an incentive given to management to encourage them working hard to push the company stock price going much higher, since the higher stock price, the more Dr. Denner will be able to make from this.

    Sentiment: Strong Buy

  • longx63 longx63 Feb 17, 2014 7:22 PM Flag

    The guy is obvious a sorry short.

    Based on the date he was born 12/26/13 ( hookleftie 81 posts | Last Activity: t1 hour 51 minutes ago Member since: Dec 26, 2013) , he probably shorted ARIA at around $2 - $3 range prior to 12/20 and got caught by surprise by the quick FDA announcement on Iclusig suspension removal. That's why he created the new id ans started bashing ARIA since then.

    Sentiment: Strong Buy

  • Reply to

    Reason why $20 hasn't happened.

    by hookleftie Feb 17, 2014 5:20 PM
    longx63 longx63 Feb 17, 2014 7:11 PM Flag

    Your previous posts clearly show you're an idiot !!!
    Thanks to activisttrader for the folllowing:
    -----------------------------------
    Who is this Poster "hookleftie" trying to fool?
    Poster sounds like another buried short. You decide!!

    hookleftie • Jan 6, 2014 9:00 AM if you get lucky enough to sell around 6.80 at all today you played it well... but most are too dumb to realize whats happening

    hookleftie • Jan 3, 2014 3:57 PM who wasted there money on this POS?? tell me. I just wanna know who was dumb enough to buy over $7

    hookleftie • Jan 3, 2014 3:56 PM Who bought @ $7.75? money lost. hahaha

    by hookleftie • Jan 3, 2014 2:20 PM If you don't see the SELL OFF everytime it gets above 7.00 then you deserve to trade blindly

    hookleftie • Dec 30, 2013 2:23 PM you are #$%$. how is that wave of buyers working for you? could have sold at $7.50 but NOOO the wave of buyers is coming!! haha

    Sentiment: Strong Buy

  • longx63 longx63 Feb 16, 2014 12:22 PM Flag

    And below is the list of largest (over 1mil shares) institution holdings (as of 12/31/2013):
    FMR LLC 17,068,746
    Sarissa Capital Management LP 12,000,000
    Vanguard Group Inc 10,335,936
    Franklin Resources Inc 7,291,527
    State Street Corp 6,343,796
    Camber Capital Management LLC 5,250,000
    Barclays Global Investors UK Holdings Ltd 4,811,658
    Blackrock Fund Advisors 3,607,176
    Adage Capital Partners GP LLC 3,500,000
    Palo Alto Investors, LLC 3,441,324
    Susquehanna International Group, LLP 2,740,263
    Pointstate Capital LP 2,200,000
    Soros Fund Management LLC 1,950,000
    Barclays PLC 1,926,881
    Deutsche Bank AG 1,806,335
    Opaleye Management Inc. 1,670,000
    Aqr Capital Management LLC 1,493,118
    Millennium Management LLC 1,466,784
    Bb Biotech AG 1,387,171
    General American Investors Co Inc 1,200,000
    Granite Point Capital Management, L.P. 1,200,000
    Nomura Holdings Inc 1,076,035
    Ameriprise Financial Inc 1,065,772

    Sentiment: Strong Buy

  • longx63 longx63 Feb 16, 2014 12:10 PM Flag

    NOt only Soros, but many other funds have also added more ARIA shares to their investment portfolio. Below is the list of the fund names along with the # of ARIA shares added (either newly or additionally) to their portfolio in the previous quarter (Q4 of 2013, after the crash in October/13):

    Institution Names # shares added
    ------------------------------------------ -------------------
    Sarissa Capital Management LP 12,000,000
    Camber Capital Management LLC 5,250,000
    Palo Alto Investors, LLC 3,441,324
    State Street Corp 2,755,365
    Adage Capital Partners GP LLC 2,429,248
    Susquehanna International Group, LLP 2,215,605
    Pointstate Capital LP 2,000,000
    Soros Fund Management LLC 1,950,000
    Barclays PLC 1,727,814
    Opaleye Management Inc. 1,670,000
    AQR Capital Management LLC 1,413,174
    Granite Point Capital Management, L.P. 1,200,000
    Nomura Holdings Inc 875,303
    Geduld E E 835,100
    Group One Trading, L.P. 810,967
    Millennium Management LLC 784,015
    General American Investors Co Inc 760,000
    Corvex Management LP 725,000
    Rhenman & Partners Asset Management AB 700,000
    Royce & Associates LLC 686,602
    Parametric Portfolio Associates LLC 416,935
    BNP Paribas Investment Partners S.A. 408,704
    Selz Capital LLC 400,000
    AXA 385,571
    Vanguard Group Inc 379,541
    Barclays Global Investors UK Holdings Ltd 356,687
    Putnam Investments LLC 281,094

    Sentiment: Strong Buy

  • Reply to

    Today closing price forecast 2/14/14

    by ryuji77 Feb 14, 2014 12:59 PM
    longx63 longx63 Feb 14, 2014 1:50 PM Flag

    FEB 14 options expiration is next Friday 02/21, not today
    Today closing price will in the high $9.10s

    Sentiment: Strong Buy

  • Reply to

    My Broker just called me

    by dowdmail Feb 13, 2014 3:48 PM
    longx63 longx63 Feb 13, 2014 11:06 PM Flag

    One of the best entertaining post/thread of the day!
    it's the best keep it going, dowdmail
    we're laughing hard ....

    Sentiment: Strong Buy

  • Reply to

    If ARIA reaches $9 again....should we sell ?

    by betobetunjr Feb 13, 2014 3:56 PM
    longx63 longx63 Feb 13, 2014 7:33 PM Flag

    Absolutely NOT!
    Technical chart clearly shows that ARIA is heading to $12 - $14 trading range in a few weeks; could be after the E/R.

    Sentiment: Strong Buy

  • longx63 longx63 Feb 13, 2014 3:33 AM Flag

    I like all your posts, Grandma
    Thanks!

    Sentiment: Strong Buy

  • Reply to

    Where is J. Walker today?

    by rferneini Feb 12, 2014 3:25 PM
    longx63 longx63 Feb 12, 2014 4:27 PM Flag

    He got laid off by his boss (the shorts) for his ineffectiveness in bashing ARIA; for no matter how hard he's tried, ARIA continues moving up higher!

    Sentiment: Strong Buy

  • Reply to

    From Tom Silver tweet, $500M in US sales by 2018.

    by ml_expert Feb 5, 2014 10:52 PM
    longx63 longx63 Feb 5, 2014 11:27 PM Flag

    A fair price should be around $30 - $40/share

    Sentiment: Strong Buy

  • Reply to

    From Tom Silver tweet, $500M in US sales by 2018.

    by ml_expert Feb 5, 2014 10:52 PM
    longx63 longx63 Feb 5, 2014 11:21 PM Flag

    Totally agree with you on this.
    ARIA is going up from here; it's only a matter of time.

    Sentiment: Strong Buy

  • Reply to

    Anyone see what Tom Silver had to say?

    by tarheelbound Feb 5, 2014 10:10 PM
    longx63 longx63 Feb 5, 2014 11:02 PM Flag

    Below is the text from Tom Silver's Tweeter page:
    part 1 of 3:
    ".... Though lclusig's approval is for third-line and T315i mutants, we note that approximately 25% of the patients on commercial drug in 2013 were second-line patients,and that approximately 20% of the patients on IND access were second line patients.We view this as supporting our 31% estimate of 2014 second line patients. This segment of Iclusig usage is important because duration of therapy increases substantially in earlier lines of therapy and could exceed 10 years. Management believes that they have room to be more aggressive on increasing price, but that they are reluctant to pursue greater increases in order to preserve the opportunity in the second line, pending further data and a label expansion.

    We reduce our 4Q13 Iclusig ex-US revenue estimate to $7.3M from $11.3M to recognize that sales from certain countries will require deferred revenue recognition.This is due to the ongoing price negotiations, for example in France. Management indicated France and Italy should contribute to EU sales by 2H14...."

    Sentiment: Strong Buy

  • Reply to

    Anyone see what Tom Silver had to say?

    by tarheelbound Feb 5, 2014 10:10 PM
    longx63 longx63 Feb 5, 2014 11:01 PM Flag

    part 2 of 3:
    "... The low dose lclusig trial is on track to start in 2H14 with data by year-end 2015.The intention of the trial is to determine iflclusig could maintain its efficacy at a lower dose while improving tolerability. If so, it could facilitate usage in earlier lines of therapy. We see the analysis of the PACE trial presented at ASH that showed a 40% decrease in CV events for each I5mg decrease in dose as a framework from which to work from for this trial. We note that in that trial, 96% of complete cytogenic response patients who had their dose reduced maintained the CCR through dose reduction.

    GIST remains another area of potential upside for lclusig. Management expects FDA to soon lift the clinical hold on the current study in GIST. Given the trial has already enrolled 43 of 50 targeting patients and most continue to receive drug, the trial should not take long to complete, and will now incorporate dose reductions. Investigators showed promising data from I patient in January that showed shrinkage of progressive lesions in a patient who bad progressed on 4 previous therapies.

    Ariad is re-launching with a slimmed down field force roughly half the size of the previous sales force of 65.The company indicated there were a total of370 requests for drug under the IND process of which they shipped drug to 305. As of January 16th , the company began converting those patients to commercial drug. Importantly, many treated patients are still finishing doses from the IND process, suggesting to us that the true sales ramp for the re-launch begins this month. Ariad also indicated that for competitive reasons they are not reporting sales to IMS and are only using one specialty pharmacy compared to nearly 10 in 2013...."

    Sentiment: Strong Buy

  • Reply to

    Anyone see what Tom Silver had to say?

    by tarheelbound Feb 5, 2014 10:10 PM
    longx63 longx63 Feb 5, 2014 11:00 PM Flag

    Below is the text from Tom Silver's Tweeter page:
    part 3 of 3
    "...Our analysis of IMS weekly script data shows that under 25% of lclusig patients switched to either Bosulif, Tasigna, or other treatments following lclusig suspension.We see this as indicative of the lack of consensus options to replace Iclusig and view this positively for the positioning of lclusig as a viable late-line therapy. As patients finish their January doses of CML drug, we expect to see a decrease in scripts as patients switch back to lclusig and will look to this metric to gauge re-adoption oflclusig.

    We believe lclusig has the potential to slowly gain share in earlier lines of therapy for CML,and approach $500M in U.S.sales by 2018.For chronic phase patients, management suggested therapy duration of 3-4 years is reasonable, which is higher than our average estimate of 18 months, suggesting potential upside to our estimates. Given 1300 U.S. patients that fail two or more TKls each year (including 315i patients) at a net annual price of -$113k and 3.5 year duration of therapy, we arrive at greater than $500M annual US market opportunity with significant upside potential based on penetration into the 2600 annual incidence of 2nd line patients. We note that -30% of patients on Gleevec fail after three months of therapy, so we believe that there is upside potential to the size of the second line population...."

    Sentiment: Strong Buy

NOK
7.34+0.04(+0.55%)Apr 17 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Weibo Corporation
NasdaqGSThu, Apr 17, 2014 4:00 PM EDT
AsiaInfo-Linkage, Inc.
NasdaqGSWed, Jan 15, 2014 4:00 PM EST