Clemcaldwell: In agreement with that. They use several methods. You have my respect with internal knowledge, policies and procedures as you were a former employee.
Short adjustment on a hour or daily basis usually takes place within a spike up or down. The exact percentage of participation is unknown in comparison to actual buys and sells, but it's not large in total position percentage. I would think that Aristelia, having PUTS on the Spdr S&P would have first class software to detect market movements.
From new SEC regs. Our largest cb holder is hedge fund Aristelia Capital. They have a total portfolio worth $2,740,012,000. They have a large PUT on Spdr S&P ETF Trust. Their largest long holding is Yahoo. They have 47,392,000 of Exelixis c bonds. Half of that amount constitutes a short position. They have a history of non convert to almost due dates. Next is Biotechnology Value Fund / Bvf - Bond. They hold 38,239,000 of c bonds. Half of that is also in short positions. Biotechnology Value Fund Vf 2,766,152 c bonds - but as a sister collects the coupon. This is where our volatility comes from. Next comes Great Point Partners with 745,000 shorts. These numbers are constantly changing during the course of a trading day.
Press release Thu Sep 24 2015. Johathan Berdt VP Sales, Gregg Bernier VP Marketing. In the past, I've seen sales positions advertised regionally and not listed on website.
2013 - year end
10 year R&D spending ($mil) totaled 1782
R&D average - stats would be same as to one approval
66% of development (costs) incurred in phase III
Certain safety monitoring factors were not included, along with several cost center general and miscellaneous costs.
I expected the close in AH on Friday where it did, but I expect some upward mobility this week.
Good post. Even if Cabo's revenue ranged 400-500M, that would have us debt free. Plus more leverage in negotiating R&D agreements.
I don't want to into politics, nor all the obvious reasons why the sector is falling - too controversial and too much subject matter to discuss. Drugs are expensive for reasons. So the choice is unsafe drugs from smaller quicker trials or a responsible industry and a responsible FDA. The government can't have it both ways. Enough said.
Agree. Exelixis will have probably have a fair amount of revenue coming in by next summer. A complete revenue projection for the next two years would be hard to make, but there's should be enough money within two years to buy baby new clothes and pay off the mortgage.
Wilder, a truthful agreeable post. I was pleased with the introduced drug bill of 15 September by Senator Oren Hatch. Senator Hatch is miles above any other person in office per our health system and the changes that is needed, "Jury's still out" in parallelization to this bill, gives greater visions within ethics for doctors to consider what is best in singular for patient and family.
Indexing wants to reverse. I don't think that we have many second team shorts at this point. Just our first team, the Coupon CD Players. Yellen isn't a concern. Putin going to visit. I expect that next week will be nice for us.
Saltydog, I believe that is correct. Actually it appears that the total sales in several transactions add up to your short cover amount. So it's almost a given that two sister funds are involved. There are several known hedgers that are known to do this with their investments. My guess would be Cohen funds, as I believe that they are one of EXEL cb holders. Redline is still active with options as well as Alto Palo. This may be nothing more than a market play. I plan to hold and as on now, I will probably buy more at these levels going into the weekend.
I'm a supporter of the lower and middle working classes in economic values.
I agree that religion as well as politics has no place here, but manipulation within politics does have a lot to do with financial markets. Within the economy, the lower and middle working classes don't matter as much anymore. That's a social economic statement, not a religious statement nor a direct political statement.
Socialidiocies, there's is a lot to consider with timings of option free grants. Included would be: What forms were filed - Form 4 - Form 5. Meeting dates of the compensation committee. Did compensation committee members consider 409a valuations when granting ISOs.
Public companies are required to provide extensive disclosure about option grant practices, as to mirror or not practices relating to spring loading and bullet dodging grants. Many companies use the Mosaic Theory, which upholds the classification of information, which also carefully judges non-compete material non-public information. Bloomberg has an overlay chart of insider buys and sells and stock price. Manipulation by insiders, yes - but buying is good - worry less.
Agree, but if funds from these government programs belonging to the people were beneficially managed, there wouldn't be a problem. In other words SS was raped and misused over and over leaving sister Medicare exposed to mismanagement.
Palo Alto Investors and the Cohen funds have been pouring millions into expected approvals before FDA decisions. The same could happen with EXEL.
The arbs don't win by shorting alone. It's just delta-neutral hedging. We are starting to see auto correlation by use of variance ratios in a small way. Ratio shorting has been a bit less based on current valuations. Matched in size and turnover ratios are becoming more based on valuation, than arbitrage, Evaluation of book-to-market should be studied. I don't expect a large decrease in short numbers, but how they non connect (absence) with their stock trading will be what counts. The variance of match shorting or cover to trade position should slow.