leave little rookie alone----baby beach ball must be cranky 'cause his little THLD didn't have a good year. Just put the baby on IGNORE and you'll be fine. Little rookie likes to think that he/she is the hall monitor of EVERYTHING THLD. Whatever you do --- don't read too much into the minutia....little rookie's mommie works at THLD & feeds the baby the daily Kool-Aid.
Hey rookie---empty those full diapers of yours ! its great to be an outright optimist & positive on THLD trials but get a little ahold of yourself. You can mention PCYC all you want but there is limited parallels---outside of your commentary. You are a very distant outlier---which is OK if you don't mind being by yourself & you clearly don't ! --- but don't get the casual blogger in a tizzy just because you are THLD 24/7 & don't participate in investing in the rest of the sector (outside of that big loser Dendreon???).
What's the matter little rookie ?? Not happy ?? Getting coal in your stocking again ?? Oh....we all forgot.....you're the one who knows where the stock is going.....$15BY JOOONE ! That WAS a good forecast ! Huge bull market in biotech.....must have passed you by ! No surprise there---that's for sure !
One primary reason THLD is up nicely today is that Stifel highlighted THLD as one of their top biotech picks in their Biotech 2014 Outlook published today. Stifel expects investors to migrate towards small & mid-cap biotech in 2014 as the large-cap rally matures.
The key upcoming catalyst ---no surprise----is TH302 Phase 3 sarcoma interim OS data (406 trial) in 1H14. Their target remains $12.
Short selling is fine as long as they have to conform to the same rules as everyone else. Unfortunately that is not the case. If an institutional investor with a 5% (or more) position crosses that threshold they have to file. If they increase that by 1% they have to file the next day. Short sellers are not required to do so.
On he spinoff the valuation will really depend on how the street values the early stage work. Hopefully there will be some pretty good value but its early & not ready for prime time. It will trade as a stub stock with likely modest expectations.
The approval is basically in the bag---GSK has been "hinting" at that in their discussions with investors. Let's see how strong the commentary out of GSK is post PDUFA. I'm a bit more conservative on the upside---see it adding 3-maybe 4 points. UNLESS the shorts are forced to sell/cover the stock may just trend up slightly. I wish I could be more enthused. I'm happy it's up big but don't see GSK helping us out .... until we least expect it.
Most everyone who follows the DEC 18th PDUFA are factoring in a positive result. GSK has more or less given signals that their discussions with the FDA are positive.
There has been a strong institutional bid for AAL since the merged company started trading. This is in contrast to the many who were looking for the distributions to hurt share demand. Many are subscribing to the belief that the airline sector is more of an investable sector than it has been in memory.
does your mother know you're on the ..... computer ??? Quick---get off ! now get back into your crib
Hopefully the massive insider selling is a thing of the past & 2014 can provide positive trial results for THLD shareholders after a quiet 2013. GLTA !
For all of those retail investors who invest off of blogs like SeekingAlpha---they should be almost done booking their losses for 2013 & moving on---creating a much cleaner slate for THLD in '14.There has also been professionals who have closed out their positions so they are gone as well.
I need some of your weed ! airline stocks are right up there with pharma stocks---Buy & Hold !