Heckuva lot of volume Monday.
I think more than just short covering.
I don't buy the idea that we would have seen a takeover by now if it was going to happen.
A potential acquirer of activist has to re-assess the company every so often -- and now ARAY
might be more ripe for a takeover.
Even a skeptic has to see ARAY as worth more than $5 a share.
TIME looks very low risk with high yield and election year strength coming up.
Also see a string of insider buys throughout 2015.
Is TIME in the textbook business? That could be a lucrative area.
Also, surprised TIME does not own TV stations.
But I'm sure plenty of opportunities exist.
Not looking for a home run, but possible 18 or so.
I believe this could bring about an additional $10 million a year to the bottom line in fiscal 2016 and encourage new orders.
Would like to see a news release from ARAY or opinions from other posters.
If I'm reading the legislation correctly, this is huge and probably why ARAY stock price held up Friday
Looks like a two-year suspension of the tax, starting Jan. 1.
This tax hits gross sales so any relief is going to be a big help.
Can anyone confirm?
You are probably right but in my experience the Penn researchers have a lot of stature in the gene therapy world -- and they are still highly regarded for the early success with the Briard pups and Lancelot. Dr. High recruited the Penn researchers to align with ONCE.
And conversely, why would a new CEO with a stellar track record come on just in time to report bad news?
BMY could have pushed for this change.
How could anyone see the new CEO"s track record and interpret it as a negative for shareholders?
The pre-market drop is a joke.
It's like when an investigational drug company reports a quarterly loss and the stock drops. Oh, maybe they were expecting a profit (perfect example is AGTC which dropped under 11 on an "earnings" report.)
EYES owes us a news release on this material development.
The ONCE/Pfizer collaboration would seem much more competition than a startup.
The woman who started ONCE at CHOP (Dr. Katherine High) is a pre-eminent researcher in hemophilia and this collaboration has recently met a milestone -- so it's not a new effort. I don't think it was a huge milestone but probably related to patient enrollment or something like that. In any case, ONCE received a milestone payment recently.
In my view, you have very talented researchers at several gene therapy companies (ONCE, QURE, AGTC, BLUE) -- and most of these companies have major backers. Maybe a little consolidation is in order right now. With the stocks at pretty modest valuations, some of these companies might consider combining.
Does any gene therapy company NOT use AAV vectors?
I think that's sort of the standard for the industry.
This should be a plus, as indexed funds will have to add QURE.
ONCE also got added this am and the stock has been up.
I will just buy the stock here and sell calls for huge premium -- should be scraping bottom.
With a prestigious panel sitting in on this presentation, this would be an ideal time to release some new and positive clinical data.
Seems like the stock is perking up in advance of the presentation.
I am in the ophthalmic field, which is a hotbed for gene therapy.
I have done a lot of research on ONCE, AGTC and AAVL. (GenSight also supposed to do IPO very soon)
AAVL messed up big-time. AGTC and ONCE have very sound science.
Both of these companies have people who gave the Briard dogs sight years ago. A lot of the research that took place at Penn and Univ of Florida is now the foundation of ONCE and AGTC.
AGTC has big backer in Biogen.
My money is on QURE, ONCE and AGTC -- but primarily now QURE.
All of these gene therapy stocks greatly over-react to clinical trial data.
Each company has a different platform -- I think the best two are ONCE and QURE.
Even for a covered write you can get great premium on the 25 calls.
Almost $10 a share in cash -- small float.
BMY waiting in the wings for possible takeover.
Year-end tax-loss selling should taper off in a week or so.
Good analyst support.
Expect buying soon -- maybe in a week or so.
Year-end bargains available now-- perfect timing.
Based on his previous calls, I would prefer to be on the opposite side of whatever opinion he has.
I was able to look up previous wrong calls on MYGN, HOLX and ISRG.
Not a very impressive analyst.
With all the #$%$ companies available to recommend "sell," this Citi analyst comes out this am with a "sell" on ARAY. The CEO just bought 50,000 shares, the backlog is up, but this analyst says now is the time to sell the stock.
I'd like to read the report but basically it's laughable without going into details.
The analyst says fair value for ARAY is $6 -- so what kind of "big call" is this over a buck?
Analysts don't usually put out "sell" recommendations unless they see real trouble ahead. ARAY does not fit that description at all.
You don't put out a "sell" over a one dollar over-valuation that you perceive. This is just grandstanding, I think.
If an analyst sprinkles in a few "sells," he is deemed to be more independent than those who just come out with a lot of "buys."