oh yeah I forgot.....IDIX has got GILD right where they want them !!!! Wake up & smell the coffee please !
He made a bet on IDIX & has been clobbered---can't win them all. GILD has been the play there---hook line & sinker----which hopefully you know following HCV for 20 years (??). Go play in another sandbox----THRX has sailed without you.
WOW ! Did you just come up with this ???? Do you think you are the first one to handicap this ? "Logic" ???? Based on "common sense" ? That's why small people get blasted as they take things at face value & act in the moment. Major players have been handicapping both the equity & debt scenarios for quite some time.
Tremendous----YOU are so much smarter than the markets ! I like that !!! So everyone should just follow you the pied piper ??? You think this is a game ?? HILARIOUS !
Klarman is an eclectic investor & looks for value in a variety of sectors. How do you categorize "low downside risk " ? Could it be that GSK owns 1/3 of the company & has put an additional $200,000,000 into THRX shares in 2013 ? Do some due diligence before you choose whether to participate.
Oh that must be why we're seeing all the large positions being taken in front of ASH. Will THLD bother to have posters ??? Little rook please enlighten us----we rely on you to keep all of us aware of news worthy items out of these big important scientific conferences.
You are lost in space. This acquisition is not relevant to THLD. Also, their Merck Serono biz hasn't been a poor performer with multiple setbacks that has been pointed out specifically to you little rookie. Deep pockets ??? what does that mean ???? NDAs for THLD ??? The reality is that MKGAY is shuffling the deck big time in their new management attempts to change the situation at the company-----or have you somehow missed the PR announcements ??? How could that possibly be little rook ??? Are you.....dropping the ball on all things THLD related ???? oh no........!!!!
Quality of investment firms on the offering ? All second & third tier firms (though some of their analysts are decent).
I can't believe people actually think a canned article has any impact. Unless people aren't paying attention please note that the top-performing biotech group has been nicked in a bit of profit-taking. As there are a lot of "aggressive growth" players in ACAD its hardly a surprise when some sell when the market gets banged. Hedge funds also may be booking year-end profits to earn their yearly fees. No surprises there. ACAD is fine.
R2 D2 ......welcome......its.... the......holidays........trade two stets of stocks........R2 D2.......welcome.......trade two sets of stocks.........welcome..........
The body language will be positive. Bottom line is that ACAD is on the list of all biotech PMs as well as the hedge funds. 2014 is shaping up to be a big year for ACAD so I will bet that each presentation will be standing room only. I wouldn't be looking at GILD CELG types that have piled on huge market cap to be able to outperform ACAD by any stretch----assuming the Phase 3 scores.
ACAD's little sister ???????? Come down from the clouds. XOMA has been in the weeds for decades. Yes I know the BakerBoys are there but this one sure has sat out the move the last couple of years. Amazing theyre still around.
Let's push it over $5-----make people stand up & notice !!! If we could get little rookie before mommie puts him to bed to repost a PR or at least rumble on about BREAKTHROUGH designation------would be great !