PPS may spike too high with little rational reason, but its a decent company with a good pipeline. Even when I short it, I still like the company, just not the valuation. There's so many companies with no product, that are obvious scams. TKMR is not a scam.
Think your reaching on several fronts ... and if there is a bio attack, , I hope they attack us with Ebola, which would be easily contained by standard health care procedures.
The pps has moved up without reason, as Ebola will not add much income to any of the eight or so companies involved with Ebola.
TKMR could spike again, ... and I'll short it. Its a great company, and I'll be a buyer again when the price falls to a more realistic level.
United Therapeutics Up 27% as Patent Win ‘Close to a Best Case Scenario’
by Ben Levisohn in Barrons
Leerink’s Joseph Schwartz and Paul Matteis doesn’t think the news is as good as the market thinks it is:
While the order is likely to lead to a modest raise of near term consensus estimates, we believe that the decision re-affirms our long-term cautious view on United Therapeutics shares given the 1) near certainty now that Remodulin will go generic in 2H17 and 2) greater need for United Therapeutics to create value through creatively deploying its free cash flow, which in recent history has mostly been used to fund operations and buy back stock. Thus, while the ruling today likely solifidies United Therapeutics’ 2015-2016 earnings potential, based on our sensitivity analysis we believe that the near certain presence of a generic in 2017 implies significant downside to the NPV of the remodulin franchise, contrary to the positive stock reaction to the news today
Several new articles calling Tasers stock moves bonkers and unwarranted.
They cited restraints on earnings growth and competition.
I love their EDW's, but dont see the cameras doing much for earnings. One problem is
some of the competition has been in the marketplace for years. Also, their is a very low
bar to entry for new competitors, even Asian manufacturers.
Taser "owns" the EDW market, but is just another player in the video market.
Might slow things down a bit?
Utter nonsense, who cares what non-binding votes they votes they have. Only vote that matters is when someone signs a check. ... but totally agree Taser EDW is a much more appropriate weapon if youre dealing with an unarmed subject.
Dollars and politics are whats slowing down video implementation. Even if we speed up the process, Taser isnt the only player for video, and competition will keep margins low. Taser may have a near monopoly on EDW's, but the bar for entry is much lower for video.
Departments don't usually issue either to individual officers. Also, margins will be low on the cameras due to competition. ... you will get some sales due to recent events, but it won't add all that much to bottom line.