Thu, Oct 30, 2014, 10:56 AM EDT - U.S. Markets close in 5 hrs 4 mins

Recent

% | $
Quotes you view appear here for quick access.

Philip Morris International, Inc. Message Board

terrie000 16 posts  |  Last Activity: Sep 12, 2014 12:08 AM Member since: Apr 10, 2011
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    ACAD will go well over $200/share

    by tagetlocman Sep 11, 2014 9:52 PM
    terrie000 terrie000 Sep 12, 2014 12:08 AM Flag

    Guarantee? Hiw do you so sure?

  • Reply to

    Selling my XX,XXX shares

    by crecy_war_knight Sep 8, 2014 11:43 AM
    terrie000 terrie000 Sep 8, 2014 11:59 AM Flag

    Damn... I don't even have X,XXX shares. Big player, brother!

  • Reply to

    Catch 22 on share movement and institutions

    by golfmaniac93 Sep 5, 2014 12:56 PM
    terrie000 terrie000 Sep 5, 2014 10:58 PM Flag

    Eh? I still don't understand your answer, lol... I don't really understand all the theory and such.

  • Reply to

    Buyout multiples ...based on peak revenues

    by lbl4321 Sep 3, 2014 3:56 PM
    terrie000 terrie000 Sep 4, 2014 11:18 PM Flag

    I don't know Nova. But back in May, here's what JPMorgan said. Shares will be $33 by December and NDA will have a 80% chance of success and their conservative estimate for Nuplazid is $1b on sales. I think I can trust a firm like JPM than some other random people on this board... buyout or not, it is too far to discuss right now. NDA approval is the most important thing to look at now.

    Analyst Cory Kasimov said, "We are initiating coverage of ACADIA Pharmaceuticals with an Overweight rating based on the potential of pimavanserin in Parkinson’s Disease Psychosis (PDP) and, to a lesser extent, in Alzheimer’s Disease Psychosis (ADP)."

    "Psychotic symptoms develop in 20-50% of PD and AD pts, though there are currently no approved therapies to treat them. While antipsychotics are used off-label, they are associated with significant side effects. In contrast, pimavanserin has been shown to be effective in the treatment of PDP with a remarkably clean safety/tolerability profile. In PDP alone, we (conservatively) estimate pimavanserin has peak sales potential of ~$1B in just the US, and ADP represents ~3-4x that opportunity. Thus, with a high probability of success (highly positive Phase 3 data in hand), we believe ACAD’s paucity of 2014 catalysts plus the recent biotech sell-off have combined to create a highly compelling long-term investment opportunity. Our December 2014 price target of $33 reflects 80% probability of success in PDP and 30% in ADP," he added.

  • I think now it all comes down to the NDA approval now in order to move the stock either up or down big.

    I'm nobody, so let's listen to what the analyst that probably have more creditability thinks:

    There are 7 analysts covering ACAD (2 buys, 4 outperformed, and 1 hold). Lowest pt is like $28, mean is $35, highest is $46.

    The most recent analyst action was back in May by JP Morgan with pt of $33 (was $18.87 the day of initiative coverage). The summary is: JP Morgan believes 80% chance of success in PDP and 30% in ADP. So should we believe JP Morgan and the Baker Bros or some random person creating multiple accounts and spam nothing but their own opinions?

    Analyst Cory Kasimov said, "We are initiating coverage of ACADIA Pharmaceuticals with an Overweight rating based on the potential of pimavanserin in Parkinson’s Disease Psychosis (PDP) and, to a lesser extent, in Alzheimer’s Disease Psychosis (ADP)."

    "Psychotic symptoms develop in 20-50% of PD and AD pts, though there are currently no approved therapies to treat them. While antipsychotics are used off-label, they are associated with significant side effects. In contrast, pimavanserin has been shown to be effective in the treatment of PDP with a remarkably clean safety/tolerability profile. In PDP alone, we (conservatively) estimate pimavanserin has peak sales potential of ~$1B in just the US, and ADP represents ~3-4x that opportunity. Thus, with a high probability of success (highly positive Phase 3 data in hand), we believe ACAD’s paucity of 2014 catalysts plus the recent biotech sell-off have combined to create a highly compelling long-term investment opportunity. Our December 2014 price target of $33 reflects 80% probability of success in PDP and 30% in ADP," he added.

    Sentiment: Buy

  • terrie000 terrie000 Sep 4, 2014 10:54 PM Flag

    Bogus... lol

  • Reply to

    Buyout multiples ...based on peak revenues

    by lbl4321 Sep 3, 2014 3:56 PM
    terrie000 terrie000 Sep 3, 2014 10:53 PM Flag

    I meant, that's how much the big pharm would pay per share, not answering the revenue question, sorry... just to clarify, lol!

  • Reply to

    Buyout multiples ...based on peak revenues

    by lbl4321 Sep 3, 2014 3:56 PM
    terrie000 terrie000 Sep 3, 2014 10:52 PM Flag

    Pure guess: "$40-$45"

  • terrie000 terrie000 Sep 3, 2014 10:44 PM Flag

    Google would not be able to extend their "preferred share" purchasing of HIMX. Their agreement has expired as of July 22nd this year. If Google would have bought the remaining 8.5%, they would have to do it before July.

    "Under the Agreement, Google will purchase certain amount of preferred shares in HDI. Upon closing, Google will hold a 6.3% interest in HDI. Google also has an option to make additional investment of preferred shares at the same price within one year from closing. If the option is exercised in full, Google will own a total of up to 14.8% in HDI. Himax Technologies, Inc. holds 81.5% of HDI at present and will remain the major shareholder of HDI after the transaction. Google will join the core group of HDI shareholders including KPCB Holdings, Inc., Khosla Ventures I, L.P. and Intel Capital Corporation."

  • terrie000 terrie000 Sep 2, 2014 5:54 PM Flag

    TheStreet and Zack, in my opinion, are two robotic bloggers... the make their sentimental call on companies solely based on earning estimates and balance sheet and does NOT include any forecast/speculation for the upcoming future or even evaluate the biotech sector differently than any other sectors... their reports are autonomously generated by computer system. Read them... every rating they assigned to every company literally give the same metric measurements with absolutely no speculation.

  • Reply to

    The shorts are in trouble.

    by prs_hope Aug 29, 2014 10:26 PM
    terrie000 terrie000 Sep 2, 2014 11:04 AM Flag

    How many % shares float short, you know?

  • Reply to

    Hesitation

    by rwpauli Sep 2, 2014 9:43 AM
    terrie000 terrie000 Sep 2, 2014 11:00 AM Flag

    Lol, I bought ACAD @ $28 and then $24 back in March. In June, doubled my shares at $21.50. Now we are on the way back to $32 in September.

    Sentiment: Hold

  • Reply to

    Who would sell today ???

    by smithlewis89 Sep 2, 2014 9:36 AM
    terrie000 terrie000 Sep 2, 2014 10:54 AM Flag

    As of August, I thought the stock price should be at $28/share. Today's gain doesn't even hit my last month's target. Now with the expedite news from FDA, my target has just go up again. If I'd sell my shares in September, it should be a price that makes the new 52 week high (above $32.00) So no... I'm not selling.... at least not today.

    Sentiment: Hold

  • Reply to

    OT Walgreens

    by rosettawest Aug 25, 2014 12:25 PM
    terrie000 terrie000 Aug 25, 2014 8:19 PM Flag

    I personally owns a few shares (less than 5% of my portfolio) of COST. It is boring, but my family enjoy shopping at Costco. We spend at least like $200-300 at Costco each month. Personally, I feel like the company will have a good future and room to grow. 1.2% dividend isn't too shabby, but better than nothing.

    My point is not telling you to invest in COST, but to give you a sense of what to buy - sometimes you can look in your life and ask yourself - where do you go to shop, why do you choose to buy this product, and is it a need or a want? Ex: garbage management is a need and as long as population continue to grow, waste management is going to grow, 100% certain. That's my tidbit... have fun exploring!

  • Reply to

    OT Walgreens

    by rosettawest Aug 25, 2014 12:25 PM
    terrie000 terrie000 Aug 25, 2014 7:43 PM Flag

    I didn't read up to Walgreens' news either. I just glanced over the topic and saw the plunge on the tax inversion news that day. It was surely tempting to buy at this lower price. I think it is a more safer and conservative investment than biotech. I'd go for it if you have the patience to go long-term.

  • Reply to

    ACAD up over $1.00

    by michaelb824 Aug 25, 2014 2:04 PM
    terrie000 terrie000 Aug 25, 2014 7:40 PM Flag

    Roche buys ITMN because they have a drug that treat unmet medical needs.... and so is ACAD. But no one is gonna buy ACAD until they get their drug FDA approved and prove themselves first. But it is good news for ACAD regardless, showing potential as a buyout target for the future.

PM
87.82-0.09(-0.10%)10:56 AMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.