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Astex Pharmaceuticals, AŞ Message Board

toowan12 19 posts  |  Last Activity: Jul 3, 2015 6:15 AM Member since: Jun 22, 2004
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  • Reply to

    Baker Bros Holdings

    by plangleyxl Apr 7, 2015 2:17 PM
    toowan12 toowan12 Apr 9, 2015 10:55 AM Flag

    The Baker Bros. is also a new filing. It is interesting that they have jumped on board. They are considered one of the most preemminent biotech funds on the street. Heavy biotech investment fund and contrary to another yawnster distortion below not a long short fund. They invest on the long side and any short trades are incidental to their long strategy.
    I love also yawnster learned a new word "pathological". Of all people to use that word? Phil is merely posting a factual post regarding a new major PTN holder and the laughable yawnster alleges it is a pathological effort to spin or distort. Hello. One need only cruise yawnster's endless day & night posts to find the true meaning of pathological (throw in premeditated, schill, and distortionist) . LOL.

  • toowan12 toowan12 Apr 26, 2015 1:45 PM Flag

    Fish your theory makes sense. What were the large cpmk dividends you referred to. Divi history doesn't come up on nasdaq site.

  • toowan12 toowan12 Apr 26, 2015 7:59 PM Flag

    Thanks for digging that divi info up Marty. Huge divi is correct - 2.5B. Question is does cpmk have anything left now besides bluestream. If not, what's benefit of merging with them (personally could care less about bluestream and would rather do w/out them if they dumped all of their other assets)? Like fish says there are some parallels (and as Marty says a lot of coincidences also) but we won't know until it happens.

  • toowan12 toowan12 Apr 27, 2015 10:59 AM Flag

    Thanks Marty,
    BTW, First question - are you confident the former Capmark assets were 276Bil.?
    Second - some assets have been sold and some were likely lost through default or tax sales etc. so where or how much are the assets now?

  • Plus some other GOOD LVLT NEWS:

    1) Broadband Use Growth Expected to Triple
    2) LVLT Earnings Will be Tax Free for Foreseeable Future With $10+ Billion NOLS
    3) LVLT Will Make More Accretive Acquisitions and/or LVLT Will Be Acquired

    LVLT is an unstoppable Tsunamai that will erase any of the short gas bags that still remain, Good Luck to All Longs. See you at 100.

  • Reply to

    Baker Bros Holdings

    by plangleyxl Apr 7, 2015 2:17 PM
    toowan12 toowan12 May 21, 2015 12:16 PM Flag

    Gotta love the yawnie & ray boiler campaign. A few other aliases too. They follow the basher playbook chapter 3 - Always work in packs (back each other's distortions and mischaracterizations up; try to convince newbies that they are the true PTN experts; verbally attack true investors). The routine is just so paper thin. Gotta love how they have so much more insight and investment knowledge than Baker Brothers. Guess working in boiler room all day gives one a glamorous view of self. LOL.

  • Plus some other GOOD LVLT NEWS:

    1) Broadband Use Growth Expected to Triple
    2) LVLT Earnings Will be Tax Free for Foreseeable Future With $10+ Billion NOLS
    3) LVLT Should Make More Accretive Acquisitions and/or LVLT Will Be Acquired

    LVLT is a Tsunamai that will wash away the remaining basher gas bags, Good Luck to All Longs.

  • toowan12 toowan12 May 28, 2015 4:24 AM Flag

    So, what does LVLT do with all this cash?
    1) Make accretive acquisitions
    2) Share Buybacks
    3) Dividends

  • Reply to

    Flibanserin Vote

    by investormdpart2 Jun 4, 2015 4:24 PM
    toowan12 toowan12 Jun 4, 2015 6:32 PM Flag

    Funny to see fric/frac ray/yawn crawling spinning trying to work the "wolf pack" game. Bashing relentlessly. against this very positive news development. Authentic investors get that this is a watershed event for FSD market just as Viagra pioneered a whole new industry for males. Huge news for PTN and the PTN PR was appropriate and echoed the value creation of this event.
    Bash-on ray and yawner meanwhile PTN jumped 26% in aftermarket trading. Let's see what happens in the next weeks. GLTALs!!!!

  • toowan12 toowan12 Jun 16, 2015 11:10 PM Flag

    4) Start a charity division. maybe they can open a rehab clinic for the pathologic bashers that have been bashing nonsense 24/7 all while watching Level3 stock price rise over 200% during last 24 months. Now there is desperate cause. LOL.

  • toowan12 toowan12 Jun 21, 2015 12:51 PM Flag

    AMDtriple, finding your posts interesting and seemingly knowledgeable. Please keep posting and informing. Been watching amd for a while and thinking about nibbling at some point and find your posts sounding credible vs so many others.

  • toowan12 toowan12 Jun 21, 2015 1:11 PM Flag

    Sorry, but 2 year performance is not cherry picking. It's called a strong trend. If you prefer, take a 4 year chart and lvlt is still up 200%. In other words 50% appreciation in share price per year over a 4 year timeline. Still splendid and I'll take that all day. And with free cash flow accelerating the outlook is terrific for continued gains. LVLT was dormant for years and a dotcom blowup/survivor.

    Now lvlt has survived (the dotcom disaster and the great recession) and grown into it's debt, is free cash flow positive, has the most state of the art fiber network on the planet, and a tape so strong & obvious you could drive a truck through it - so fight the tape if you insist but run flat against the wisdom of the late great Marty Zwieg and just go ahead and keep fighting the tape after all you have only suffered 50% losses every year for the last 4 years.

  • Looking at the major methods of female birth control available today:

    1) The Pill is everyday (don't miss a day; and actually there are some other issues)
    2) IUD's have issues
    3) Morning After Pill is not perfect

    I really can't find a solution for female birth control without issues. So, why not a subcutaneous shot of a peptide?

    I almost forgot there is always the Rhythm Method.

  • "Just to give you some perspective in terms of the scale of the investment that we are leveraging, gross PP&E of all the acquired companies is close to $50 billion." Neel Dev, Global VP Finance

    The numbers present a compelling value case.

  • Reply to

    The LVLT Network - $50 Billion Cost

    by toowan12 Jun 22, 2015 7:36 AM
    toowan12 toowan12 Jun 23, 2015 4:55 AM Flag

    The takeaway for this hugely relevant stat is that LVLT shares are still discounted and have plenty more room to run. $50 Bil. to build the LVLT state of the art fiber network and the LVLT share price including debt and cash are approx. $29Bil. LVLT shares could pop another $50/sh. just to reach $50 Bil valuation talk about a value play. Also, It probably doesn't hurt that internet traffic is tripling year over year.

    Mr. Market is firmly valuing LVLT higher and higher given the share price, which is up 200% over the last two years. It seems that Mr. Market is not listening to or believing the government assistance twins, robber and gw, and their 24/7 bashing and purely nonsensical postings.

    Gee, lets see do I follow the professional and identifiable money managers pouring billions into LVLT shares or do I believe a couple of anonymous message board dufuses that if they are to be believed they are upside down 200% and counting for last 2 years. Some advice for the twin dummees - get a life and change your seedy greasy keyboards and your unwashed boiler room sweatpants it might help. GLAL!!!!!!!

  • Reply to

    Question

    by markitcorrect Jun 19, 2015 3:55 PM
    toowan12 toowan12 Jun 27, 2015 6:16 PM Flag

    kingy, ray, yawnie are all the same seedy greasy keyboard and smelly unwashed sweatpants - just sayin. yeah the aliases are different but they all have the same distortions. my guess, hoboken but may also be jersey city. the boiler room illusion is to work in packs even though their delusion is that folks somehow don't get it. lol.

  • Reply to

    No M&A can happen before July 5th

    by brandmarty22 Jun 29, 2015 12:45 PM
    toowan12 toowan12 Jun 29, 2015 2:50 PM Flag

    Brandy, are you saying the 6 month shelf registration period began/started at SHM? TIA.

  • Reply to

    No M&A can happen before July 5th

    by brandmarty22 Jun 29, 2015 12:45 PM
    toowan12 toowan12 Jun 29, 2015 3:25 PM Flag

    Thanks! I thought so too. Lets see what happens in July :)

  • Been here for years bashing this promising micro-bio day in day out. They lost even the pretense of resembling authentic investors long ago. Folks this is what the dark-side of wallstreet looks like. Paid shills paid to contrive and paid to contort.
    They need to create doubt and insecurity so their posts always avoid bringing up Palatin's positive developments.
    They avoid discussing the tens of millions in partnership investment from Palatin's euro partner.
    They avoid discussing the very successful and very large phase II for Brem as treatment for FSD an unmet medical need.
    They avoid discussing Baker Bros., premiere biotech investment fund, very large investment stake in PTN recently

    Biotechs take years to develop and have significant risks but this biotech is positioned well and has survived a considerable amount of risk and even though greatly derisked some risk remains of course. Our basher room clowns would like us to believe their "total" negative spin on the company and somehow ignore the tens of millions of serious investment dollars curiously pouring into Palatin from serious biotech professionals.

    They would have us take the word of gas bag posters that are likely unqualified to remove the garbage of Palatin's PHDs, partners, and qualified investors yet post here anonymously 24/7 without credentials.
    These tools have faithfully followed the boiler room playbook for years. They operate in packs; they attack authentic investors; they snub any positive news immediately. Yet what does the basher playbook spell out when bashers are outed and known? Answer: keep bashing (after all what else are they qualified for except maybe gov't assistance).