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Time Warner Inc. Message Board

rexobXIP 25 posts  |  Last Activity: Jun 17, 2015 2:47 PM Member since: Apr 27, 1999
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  • AA is projected to have 10% growth year over year... plus it is closing lower margin business and expanding higher margin business. Currently trades @ 10x forward earnings... as they continue to grow their specialty/value added materials business.

    Either this is being manipulated or AA is deceiving shareholders.

    Sentiment: Buy

  • Reply to

    Bought ESPR Today

    by driscoj Jun 10, 2015 11:08 AM
    rexobxip rexobxip Jun 10, 2015 11:20 AM Flag

    The issue is not tolerating statins -- the issue is whether this drug works! And when data supporting it might be available. Where is the actual FDA report?

  • Reply to

    ESPR... Buying opportunity or Death Trap?

    by rexobxip Jun 10, 2015 10:57 AM
    rexobxip rexobxip Jun 10, 2015 11:08 AM Flag

    The Forbes article says " the FDA panel was pretty clear that it didn’t think that approving a drug for patients who can’t tolerate statins is a good idea, at least without hard proof that the drug can prevent heart attacks and strokes, as statins do. Nine of the sixteen panelists said that they were against a statin intolerant indication without such data."

    Sounds pretty clear that they are talking about APPROVAL. Getting docs to prescribe is another issue altogether. FDA panel wants "hard proof" that this prevents heart attacks and strokes... and I am assuming this does not exist or this would not be an issue.

    Anyone seen the panel's actual language?

  • rexobxip rexobxip Jun 10, 2015 11:02 AM Flag

    Seems really irresponsible unless he has inside info at the FDA. Maybe he is just attempting to prop this up to give the people he recommended this to a chance to get out without a panic. This company is burning cash hand over fist, has no prospects for revenue in the next couple of years, and basically just had the future of their sole asset called into jeopardy. I don't get it.

  • Have followed this company for a while and watched it skyrocket. My question is, based on FDA advisory panel comments, and the fact that this drug has been in development for 12 years, why are there no trials showing efficacy? If this drug is worthless, ESPR is going to zero... if it works at lowering LDL cholesterol AND reducing heart attacks (safely), then it could go to the moon... but where is the data, and why is it not clear after 12 years? And why have other drug developers moved away from this line of development?

  • Reply to

    Mkt Cap on Yahoo Finance

    by briangrainger Jun 1, 2015 11:29 AM
    rexobxip rexobxip Jun 1, 2015 11:35 AM Flag

    Anyone who buys or sells based on the Yahoo!Finance page data is in big trouble and not doing their due diligence

    Sentiment: Buy

  • Reply to

    LAST DAYS to JUMP ON before TRAIN LEAVES!!

    by dleenorman Jun 1, 2015 10:35 AM
    rexobxip rexobxip Jun 1, 2015 11:32 AM Flag

    wish I was a millionaire... which I assume you are... either that or you are a gambler in need of an intervention. So you just dropped 80G in ONCS? Wow! And lost 6G in the first hours? Ever hear of diversification? Ever hear of dollar cost averaging? Not sure why I am responding to a post that I suspect is bogus... maybe it is because I am rethinking my long position in ONCS if this is the investing style of people buying in... This is a very speculative stock...

    Sentiment: Buy

  • He is paid to be a professional CEO not a braying jacka##. As a long term MYL shareholder, I am appalled by his behavior. I believe he is damaging the company... not nec. sales, but goodwill and reputation

    Sentiment: Hold

  • rexobxip rexobxip Apr 30, 2015 1:29 PM Flag

    Thinking that you are just kidding, but... Problem is that the cost of those puts would go way up if Mylan were to acquire all those. Who are you putting the stock to / who is selling all those puts which would represent nearly 40% of the outstanding shares, and an even higher percentage of the float?

  • Reply to

    Mylan offers 2.3 shares plus $75 in cash per share

    by jrgorel Apr 29, 2015 9:23 AM
    rexobxip rexobxip Apr 29, 2015 11:01 AM Flag

    Important to like PRGO at this price as well... as that is what you will be holding if the MYL deal does not happen. And PRGO rejections of the deal, plus Teva's continued pursuit of MYL make this somewhat dicey. Also, if Teva bails on MYL, we could see a precipitous drop in MYL shares... which would not be good for PRGO shares... or the MYL offer. This is a high stakes poker game, and the outcome looks very uncertain. And who knows... an as yet unknown third party could step in and take out one of these companies.

  • Reply to

    SWKS - Down Day

    by u087787 Apr 29, 2015 10:43 AM
    rexobxip rexobxip Apr 29, 2015 10:53 AM Flag

    Starting to get old? SWKS is up 130% in a year... down about 8% from its all time high of maybe 2 weeks ago? I'm guessing you jumped on the bandwagon at the high and are feeling burned. Nothing goes straight up... and there is a lot of pressure on chips. When analysts start upgrading after a big run, I feel like it is time to get out. Often it seems they are just propping up price for their big clients to get out.

  • Reply to

    Anyone take their profit?

    by harvest_0_0_7 Apr 27, 2015 5:42 PM
    rexobxip rexobxip Apr 29, 2015 10:42 AM Flag

    Or will sell at $65. after all these deals fall through. Coury burned MYL shareholders through the Tax Inversion -- and will burn them again with his arrogant self-serving approach... either that or he is a better poker player (and CEO) than I am giving him credit for. I am holding and hoping for the best.

    Sentiment: Hold

  • How much dilution does the the PRGO bring? Mylan's offer says PRGO offers a better value than Mylan's own shares. If MYL shares are worth $120. stand alone(as many posters claim)... then this values PRGO shares @ $351. a nearly 100% premium to todays price. At $100./MYL share, a PRGO share is worth $305. My concern is Coury is overpaying for PRGO to protect his personal interests... not shareholders... not stakeholders... and Mylan shareholders are overlooking the degree of dilution the PRGO deal brings. The desperation on Coury's part to avoid a Teva deal may prove worse for Mylan shareholders than a deal itself. I have been long MYL for over 5 years.

    Sentiment: Hold

  • Reply to

    I am out

    by chiltiupin Apr 20, 2015 4:33 PM
    rexobxip rexobxip Apr 24, 2015 3:17 PM Flag

    You believe there is overlap between WFM and WMT in the grocery segment? I shop at Whole Foods, Trader Joe's, our local farmer's market (which is probably bigger than WalMart), and in a pinch, Publix or Kroger's -- though I don't really feel comfortable with their fish or produce. I will also shop at WalMart occasionally... for dishwasher soap, school supplies, socks, batteries... even bought a bicycle there recently. But I NEVER buy there produce, or other food items. WFM is not competing with WMT for customers... and I don't really think they are competing with Publix or Kroger either. Some people place a priority for what they put in their body. They will pay more for organic chicken or Bell & Evans, but wouldn't buy Purdue or generic chicken. On the other hand, I really don't care what car I drive (a 1999 model). Food is more important to me.

    Sentiment: Buy

  • Mylan basicly scr*#ed long-term shareholders with their inversion back in Feb. Made most of their gains taxable this year will force many shareholders out of the stock. I am still holding, but will have to sell before EOY to lock in gains and pay taxes. Might as well get highest value possible in the short term.

  • rexobxip rexobxip Apr 22, 2015 3:59 PM Flag

    Unfortunately, Yahoo Finance has bad info... MYL cap is 35+ B... not 28

    Sentiment: Buy

  • Reply to

    Numbers don't add up

    by rexobxip Apr 22, 2015 11:15 AM
    rexobxip rexobxip Apr 22, 2015 3:51 PM Flag

    confirmed that on ML site... and market cap is 35+ billion... Yahoo Finance has bad #s...
    Mystery solved
    Thanks!

    Sentiment: Buy

  • Someone please tell me what I am missing. Reports value the TEVA offer at 40+ billion. Current MYL market cap is 28B... 40 billion would seem to translate into an offer around $105. So somewhere the numbers being reported appear wrong. Insight appreciated. Thanks.

    Sentiment: Buy

  • Reply to

    Later Today!

    by eleventotwo Apr 17, 2015 10:11 AM
    rexobxip rexobxip Apr 17, 2015 7:18 PM Flag

    Oh come on... you know he covered at $66.37, and after shorting at 72.37 on 25k shares, made a cool hundred and fifty grand for a good weeks work

    Sentiment: Strong Buy

  • Reply to

    Downward Spiral !

    by eleventotwo Apr 15, 2015 10:54 AM
    rexobxip rexobxip Apr 17, 2015 4:26 PM Flag

    Upward spiral... oops!!! Like it always does.
    Are we looking at the same chart?

    Sentiment: Strong Buy

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