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Delek US Holdings, Inc. Message Board

robmengnny 117 posts  |  Last Activity: Aug 30, 2014 11:15 AM Member since: Jun 28, 2012
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  • Target price is a "dream price" by rating companies. There are many "ideal" assumptions while they make their target conclusions. How many investors are making money when they hold the stock up to the "target"? "Eat the middle section of the fish" is the best strategy in most of the situations.

  • robmengnny robmengnny Aug 29, 2014 10:14 PM Flag

    The patent enhancement does not change the structure of the competition, neither will change the profitability for its current market share.

  • robmengnny robmengnny Aug 29, 2014 6:55 PM Flag


    Revatio. Approved in June 2005 in the United States, Revatio is also an oral therapy and is marketed by Pfizer Inc. Revatio contains sildenafil, the same active ingredient as Viagra, and is the first PDE5 inhibitor, to be approved for PAH;

    •Letairis™. Approved in June 2007 in the United States, Letairis is an oral therapy marketed by Gilead for the treatment of PAH. Like Tracleer, Letairis is an ERA. In April 2008, Glaxo received marketing authorization from the EMEA for Letairis in Europe where it is known as Volibris®; and

    Table of Contents
    •Thelin®. Approved in August 2006 in the EU, Thelin is an oral therapy, which was developed and initially marketed in Europe by Encysive Pharmaceuticals Inc. (Encysive), for the treatment of PAH. Like Tracleer and Letairis, Thelin is an ERA. In June 2008, Pfizer completed its acquisition of Encysive. Pfizer has stated that it plans to conduct a pivotal Phase III clinical trial to support registration of Thelin in the United States and eventually seek FDA approval.

  • Competition

    Many drug companies engage in research and development to commercialize products to treat cardiovascular and infectious diseases and cancer. For the treatment of PAH, we compete with many approved products in the United States and the rest of the world, including the following:
    •Flolan. The first product approved by the FDA for treating PAH, Flolan is a prostacyclin analogue that is delivered by intravenous infusion. Glaxo began marketing Flolan in the United States in 1996. In 2006, Myogen, Inc. (Myogen) acquired the marketing rights from Glaxo for Flolan in the United States. In November 2006, Myogen was acquired by Gilead Sciences, Inc. (Gilead). The generic exclusivity period for Flolan expired in April 2007;

    •Generic epoprostenol. In April 2008, Teva Pharmaceuticals Industries Ltd. (Teva) announced that the FDA approved its version of generic epoprostenol for the treatment of PAH. This is the first approved generic version of Flolan. In June 2008, GeneraMedix Inc. (GeneraMedix) received FDA approval for its version of generic epoprostenol, which is stable at room temperature. In February 2009, Actelion announced that it had entered into an agreement with GeneraMedix to acquire its generic epoprostenol product;

    •Ventavis. Approved in December 2004 in the United States and in September 2003 in Europe, Ventavis is the only prostacyclin analogue that has been approved for inhalation. Ventavis was initially marketed by CoTherix, Inc. (CoTherix) in the United States and is marketed by Schering AG in Europe as Iloprost. In January 2007, CoTherix was acquired by Actelion, the manufacturer and distributor of Tracleer;

    •Tracleer. The first oral drug to be approved for PAH, Tracleer is also the first drug in its class, known as ERAs. Tracleer was approved in December 2001 in the United States and in May 2002 in Europe. Tracleer is marketed worldwide by Actelion;

    •Revatio. Approved in June 2005 in the United States, Revatio is also a

  • Reply to

    The patent is not unique

    by robmengnny Aug 29, 2014 1:20 PM
    robmengnny robmengnny Aug 29, 2014 4:44 PM Flag

    My source is shown $130-142. Anyway today just $10 away from it. What do you think if the price reaches to $130? It will stay or over or down? BITA show target $95, It reacheed to $98. Today, it is $87. So if you think we are roughly in that top range, what is the next day could be for the stock? especially with a one day run up for 28.5%.

  • Reply to

    I went to Sandoz Inc Web

    by robmengnny Aug 29, 2014 2:45 PM
    robmengnny robmengnny Aug 29, 2014 4:09 PM Flag

    Exclusive sale, I agree. But don't means sales will go up since they already have the market share fixed. You want to squeeze other competitors in the market? I doubt it, it is not easy.

  • Reply to

    I went to Sandoz Inc Web

    by robmengnny Aug 29, 2014 2:45 PM
    robmengnny robmengnny Aug 29, 2014 3:51 PM Flag

    I don't see Remodulin is sold there. So Sandoz did not take any market share from UTHR yet.

  • robmengnny robmengnny Aug 29, 2014 3:36 PM Flag

    I think today is more investors cover their shares and not so many people buy at this level. So until no short cover, long will dump it. Look at the BITA and ATHM.

  • Reply to

    The patent is not unique

    by robmengnny Aug 29, 2014 1:20 PM
    robmengnny robmengnny Aug 29, 2014 3:19 PM Flag

    How much are ICPT, ISRG worth? Today's low was $90 , but rating before today was $133. I am more like to play with tech in short term.

  • Uthr won the case. It's just meaning that the future market shares will be KEPT, but NOT INCREASE. Profit will be KEPT, but not INCREASED. As a result, everything will be the same as USUAL, nothing will affect on future profitability . Please read the news carefully.

    Sentiment: Hold

  • robmengnny by robmengnny Aug 29, 2014 2:45 PM Flag

    Sandoz Inc, market 304 drugs. Probably the new drug using Remodulin is just a small portion of their business. For Uthr, to win the case doesn't means:

    1. Distinguish the competetors,
    2. Increase sale, as it's market shares already fixed
    3. Increase profitability, other similar function products are already in the marketplace

    It is like you have a pair of old shoes, One day, you found it, you can claim its value. But who cares?

    Sentiment: Hold

  • Reply to

    Looks like the UTHR only win 50%

    by robmengnny Aug 29, 2014 2:15 PM
    robmengnny robmengnny Aug 29, 2014 2:37 PM Flag

    I agreed

  • They have to appeal for another one. The stock reaction looks like they won the whole case! Buyers be aware!

    Sentiment: Hold

  • robmengnny robmengnny Aug 29, 2014 2:07 PM Flag

    Uthr selsl Remodulin already. The price was $90 today, far way from Wedbush $133 target before. Many investors short the stock as they concerned about the sales and profitability. Today's 27% move up is definitely due to short squeeze. There will be a consolidation where we shall see $8-10 correction.

    Sentiment: Hold

  • Reply to

    The patent is not unique

    by robmengnny Aug 29, 2014 1:20 PM
    robmengnny robmengnny Aug 29, 2014 1:47 PM Flag

    Hi , How are you? You are still holding SLXP? I am out already.

  • robmengnny by robmengnny Aug 29, 2014 1:20 PM Flag

    So we shall see competition will become worse. Plus, the company previous sale was not disturbed by the patent right, so we shall see margin beca\ome small, too.

    Sentiment: Hold

  • "Dormant" definately is not a good news for longs,. Don't wait last minute to get out, If you like the company, you can have it at lower price. So even you had it at a higher price of now, cut some shares to limit you potential losses, and buy it back when price lower.

    Ask yourself one question: who will buy the share with the BAD news?

    If no buyer, then the stock cannot pumped to be higher, then the price will drop, isn't it.

    For folks who like long-term hold and wish the share will be $200, I respect your choice. But you have to prepare for the pain of potential pullback

  • robmengnny by robmengnny Aug 21, 2014 10:27 AM Flag

    When you see the "dormant" news, I don't think you will jump in and buy,especially at this $154 level. The short squeeze cover slows the stock moving lower. Today is the third today of that big jump, after todays, shorts are assumed to manage their squeeze, and we shall see a big straight line of drop off.

    So, any high low is a chance for shorts to jump in and trade. Follow the pattern of "z" shape down turn, shorts can make a lot of trade.

    Sentiment: Strong Sell

  • Reply to

    No deal--"dormant"

    by robmengnny Aug 21, 2014 9:28 AM
    robmengnny robmengnny Aug 21, 2014 9:59 AM Flag

    Bloomberg: Allergan-Salix talks "dormant"

    Aug 20 2014, 17:56 ET | About: Allergan Inc. (AGN)

    Bloomberg reports Allergan (NYSE:AGN) isn't currently in active buyout talks with Salix (NASDAQ:SLXP). Though Allergan approached Salix about a deal in recent months, the talks are currently "dormant," and Allergan is exploring other options to thwart Valeant's hostile bid.
    SLXP -2.7% AH. Shares rose over 15% yesterday after the WSJ reported Allergan has approached Salix about a potential deal. They fell 2.3% in regular trading today.

  • robmengnny by robmengnny Aug 21, 2014 9:28 AM Flag

    We shall see $5-7 off today

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