JP Morgan released their 2H'14 Outlook for stocks today. AAL was their top airline pick---as it likely offers investors the greatest upside potential given the company's continued integration progress in the American/US Airways merger & our belief that a formal share buyback could be instituted by yearend.
INSM had $101 mil cash at the end of 1Q'14 so they are not in need of a financing. Let them continue their FDA discussions & update investors before selling stock---likely north of $25+.
Airlines will begin to report June traffic and update Q2 guidance this week. DAL will report June traffic & updated guidance on Wednesday & Cowen expects them to report at the higher end of June PRASM guidance of up 5-7%. They are looking for AAL to have an excellent quarter as well.
Morgan Stanley raised estimates today, with the 2Q going from $1.87 to $1.95, pushing '14 est from $5.40 to 5.75, raising '15 est from 6.75 to $7, & '16 est to $7.50. Yearend target goes from $46 to $50.
Q2 will be reported late July---wall street consensus is 21c---which will be beat & 26-28C way be possible --- driven by very strong N. American land ops (45% of business). Could possibly see sale of certain Russian rig operations which could generate another $400 MIL for debt reduction not currently contemplated, with prior planned asset sales clearly proceeding as expected.
Lots more on the plate & good news flow throughout 2014 & '15 so multiple legs to the WFT story----which is underowned institutionally due to the past issues. WFT will be on a EPS run-rate of $2/share by end of year which puts the stock into the high20's on its way to the $35/share level looking out a year.
Senior mgmt. is clearly pleased on the way things are going !!
Poor little rookie--never to live in the real world. Hundreds of people are FOCUSING on ASCO for any sliver of information that can provide MEANINGFUL DATA on the direction of their investment in developmental companies. But why would YOU know anything about scientific analysis & investment relevance ? You sure have never exhibited anything remotely close to marrying those topics ! Your consistent buffoonery shows that you have ABSOLUTELY NO IDEA what is going on---certainly from an investment standpoint---or HOW to analyze the investment merits of ANY company. Its comical---for example---about how you drivel what a great company Dendreon is---all the while is spirals towards BANKRUPTCY. And you have no possible clue what THLD can possibly generate looking out 2018+ for POTENTIAL revenues & what that possibly means as far as ANY VALUATION METRIC for THLD in June 2014. What kind of total loser are you really ?
THLD is a lottery ticket---no surprise there. Management has not been able to get anything approved nor sold over their 12+ year history. Little pup please get in the game & hold onto your little friend as you clearly are another retail piper trying to strike gold from a microcap. sadly THLD is one of a 1000 spec biotech microcaps trying to move up the ladder with limited success. doesn't mean you can't hope & pray ! SYNA ??? same story ???
There was positive data at ASCO from the two Phase 1/2 trials of TH-302 in relapsed/refractory multiple myeloma & recurrent glioblastoma. The next key milestone is the interim readout from Phase III trial in front line sarcoma expected this fall---but the hurdle is high & the trial is likely to proceed to its conclusion----hurting near term performance for those expecting big movements on the upside.
Companies like INSM are constantly meeting with investors set up by firms like JMP. Believe me when I tell you that of course there are discussions about potential financings and at what levels to make an offering. My guess is that they believe they have enough gas in the tank to do it at higher levels. It would be an easy print at the current levels.
There are plenty of developmental spec biotechs that have hit recent 52 week lows-----all you have to do is go to the new NSDQ low list over the last month as its been littered with them. Some are more deserving than others.
Morgan Stanley is out today with comments on AAL being a potential candidate to being added to the S&P 500. If it was to happen it would be a major positive----when DAL was added its stock climbed over 14% as more investors added it to their holdings. Keep this in mind as we go forward !
You apparently haven't read the analyst responses today. $30ish+ sounds like a more reasonable target based on potential FDA approval.
Morgan Stanley raised their target price from $50 to $55/share. 2014 estimates remain at $5.80 & 2015 goes from $7/share to $7.80/share.
Both of you buffoons are certainly taken with your own worthless hot wind---that's for sure ! SYNA, DNDN, THLD----you clowns have found the WINNERS ! Delusional is an understatement.
The fundamental story has never been brighter !!! Breakthrough therapy designation right around the corner. Look for at least a 50% to $6/share this year !
ECYT Yikes !! good one ! not quite THLD $15 by LAST June.......but you never claimed to know ANYTHING about valuations ! just buy a lottery ticket & pray ! Quite an approach !