. . . how do you reconcile Ed's supposed assertion -- regarding owning the dmd space -- with the fact that srpt's market cap is still only $1.5 billion? . . . did he not say it? . . . did he say it and the market does not believe him? . . . what gives? . . . just curious . . . (long the hedge: BMRN + srpt) . . .
. . . actually, r2, if you want to (ahem) interpret charts, you might first investigate the influence of market cap when two companies have a shot on the same goal . . . just sayin' . . . good luck with your trade . . . (long the hedge: BMRN + srpt) . . .
. . . as I've said all along . . . BMRN's the best in the orphan drug business . . . watch and learn . . . (long the hedge: BMRN + srpt) . . .
. . . I own BLUE as well, plus a half dozen others . . . despite a few recent, notable flops, true genetic engineering platforms still look to be the technology that changes pharma-world forever . . . next up, I think, is ONCE -- in October . . . if you want to see where the CRISPR technology is taking DMD, check out the Duke University website . . .
. . . "Gilead's last quarterly call with analysts was highlighted by CEO John Martin's flirtatious remark that the company is "taking suggestions" about what it should buy. And with no hard hit list to contemplate, analysts have suggested the likes of Vertex ($VRTX), Incyte ($INCY), BioMarin ($BMRN), Medivation ($MDVN) and Alexion ($ALXN)." . . .
. . . a small PAINLESS rash, perhaps? . . . just speculatin' . . . ps: please follow up . . . (long the hedge: BMRN + srpt) . . .
. . . . . . you don't quite get this hedgey thingy do you? . . . I have been SELLING BMRN for some time now, ho, to purchase other potentially undervalued orphan drug assets -- most recently srpt . . . my last purchase netted 4.7 shares srpt for each BMRN . . . I would require a higher ratio now to offset a perceived higher risk . . . verstehen Sie ?????????????? . . .
. . . a small PAINLESS rash, perhaps? . . . just speculatin' . . . (long the hedge: BMRN + srpt) . . .
. . . don't worry about my hedge, h9 . . . the only way I lose is if both of these slightly-better-than-placebo drugs are rejected . . . but thanks for your concern and expert bias . . .
. . . jeez . . . had no idea you were a clinical expert on drisapersen, s3 . . . BMRN should have hired you as a consultant . . . they would never have spent those hundreds of millions, I suppose, if they'd just talked to you first . . . what a bummer for BMRN . . . how they ever got to be a world-respected $20 billion orphan drug company making a mistake like that . . . well, clearly, a very, very sad story for them . . . just sayin' . . . (long the hedge: BMRN + srpt) . . .
. . . imagine the money to be made buying more of this puppy at say a new 52-week low when you know -- or the lemmings on this board claim to know -- that an FDA approval is a certainty? . . . unless, of course it's not . . . just sayin' . . . (long the hedge BMRN +srpt) . . .
. . . the only thing that doesn't work, apparently, is your grip on reality, tk . . . but keep the wacky conspiracy theories coming anyway . . . these boards would be really dull without people like you providing the entertainment . . . (long the hedge: BMRN + srpt) . . .
. . . contrary to what you posted, mr, AF was plenty clear when he wrote: "Sarepta bears argue that the FDA won't approve eteplirsen this time around for these reasons. It's easier for the FDA to approve Biomarin's drisapersen on its own. DMD patients and their families finally get a drug for which they've long lobbied, making the FDA look good. And the door is left open for Sarepta's eteplirsen to eventually reach the market if the ongoing phase III study is positive." . . . what's not to like? . . . and since I own both (long the hedge: BMRN + srpt), I'm good -- though I wouldn't mind picking up additional srpt shares in the week's ahead at rock-bottom prices . . .
. . . yup . . . would love to see this thing absolutely crushed next week . . . (long the hedge: BMRN + srpt) . . .
. . . ""As Ed Kaye told Bloomsburg, “We are going to own DMD.”" . . . if he really did said that (to Bloomberg News(?)), he had better be right -- as some folks likely bought shares based on that remark alone . . . just sayin' . . . (long the hedge: BMRN + srpt) . . .
. . . seriously, if srpt gets cheap enough -- and its story doesn't change materially for the worse -- I'd sell more shares of BMRN to cover an additional srpt purchase -- however, I'd expect a much better share ratio than the 4.7-to-1 I settled for the last time around . . . just speculatin' . . . (long the hedge: BMRN + srpt) . . .