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American Express Company Message Board

telecaster1957fender 6 posts  |  Last Activity: Nov 24, 2014 5:15 PM Member since: Jan 22, 2005
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  • Reply to

    ABBV is priced into GILD

    by hshinti Nov 24, 2014 4:16 PM
    telecaster1957fender telecaster1957fender Nov 24, 2014 5:15 PM Flag

    Shasta -- The HPC market is enormous, and the baby boomers infected have now been infected for several decades. They need treatment now or soon, or face dire consequences. This is not hype on hot air, there's a ton of money to be made regardless of actual price. I don't care who's selling, GILD is oversold and ABBV is overbought in the short term.

    Sentiment: Strong Buy

  • Reply to


    by robertbush81 Nov 24, 2014 4:46 PM
    telecaster1957fender telecaster1957fender Nov 24, 2014 5:08 PM Flag

    Many many side effects for those who have to take Ribavarin. I took it for 48 weeks in 2009 with interferon and felt like I was near death at the end. Anemia was so bad that my red blood cell count could be tabulated on my fingers. Abbvie will be lucky if they get the 20 of the 80-20 rule. Price is irrelevant when the compliance will drop off hard toward the end of treatment. Gilead has first to market AND best in class.

  • telecaster1957fender telecaster1957fender Nov 24, 2014 4:43 PM Flag

    Thanks very much notsooviousman. I'm on my way, both physically and mentally.

    Sentiment: Strong Buy

  • telecaster1957fender telecaster1957fender Nov 24, 2014 3:19 PM Flag

    Thanks for detailing all of these script numbers. Excellent that we're up with the estimates of the greedy analysts, and will deliver gargantuan revenue and profit!

    Personally, I'm on my third week of Harvoni and actually feel better already than I did before I started! Far cry from the barbaric interferon/ribavarin treatment that I took in 2008/2009, which made me sick as a dog for almost a year and did not cure me!!! I can say first hand that this treatment is a Godsend, and is already helping me, only on week number 3. Nobody has spoken about this aspect of the treatment, it seems. My gastroenterologist said my liver is already regenerating itself.

    Sentiment: Strong Buy

  • telecaster1957fender by telecaster1957fender Oct 7, 2014 5:34 PM Flag

    In his letter, Icahn points to a dysfunctional corporate America as the lifeblood of his strategy. He says, “true corporate democracy does not exist in America and as a result many unfit CEOs are not held accountable.” Icahn credits his success to “adhering to the activism model which we have spent many years developing. What we essentially do is attempt to hold managements accountable through our rights as shareholders and seek to ensure the right people run the companies we invest in.”

    In short, there will always be the opportunity to step in and shake up management, remove bad CEO’s, replace them with good CEO’s, and unlock value in poorly performing companies. Until every company in America is optimally run and is maximizing shareholder value, Icahn will be in business, and so will the art of shareholder activism.

    Perhaps the biggest nugget in Icahn’s letter was his analysis on the power of the board seat. Over the past five years, if any investor would have bought an Icahn-owned stock the day that he (or his team) joined the board of the company, and sold it the day they left the board, according to Icahn’s study that investor would have made a 27% annualized return. That means Icahn’s “board seat screen” would have turned $30,000 into just over $100,000. Moreover, these stocks were winners nearly 8 out of every 10 times, when this condition of a board seat was met.

    Apparently he never even considered buying any shares in ALOT, or the percentage return would have been much greater. We must make Management Accountable through our rights as shareholders, and ensure that the best people run those companies.

    Well stated Carl...

    Sentiment: Strong Sell

  • telecaster1957fender telecaster1957fender Oct 2, 2014 8:47 AM Flag

    Too funny, the people who bought into this entire business model. All of the weight loss stocks are scams and continue to be shorted into oblivion. One of the tip-offs was the Vivus management, all selling their shares ASAP and getting over $30 at the time. 38 total employees, all being lawyers with zero scientists or R&D guys.

    ARNA was mauled by hedge funds who took great license in selling it relentlessly, whether legitimate or naked, it didn't matter to them. Then this one comes along with another "blend" of two old generics that were invented before aspirin, and actually selling the concept to the unsuspecting public. Hammer away guys, they'll keep coming back to buy more!

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