Sun, Sep 21, 2014, 5:18 AM EDT - U.S. Markets closed

Recent

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

Alcatel-Lucent Message Board

tradestoxx11 17347 posts  |  Last Activity: Mar 12, 2014 11:19 AM Member since: Aug 25, 2006
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Wheres the Pacer entry?

    by jeandoyon17 Mar 12, 2014 9:58 AM
    tradestoxx11 tradestoxx11 Mar 12, 2014 11:19 AM Flag

    maybe there won't be any. maybe he read finemans fiction, laughed uncontrollably ....and said...he'll just write his opinion now and get this over with and put their charade to an end. For good.

    Maybe..that is why there was nothing. No injunction. No..anything. Because maybe he figures he can have it all written in a few days and be done with all this. I can only say again..every long should read Avnrs atty final brief written on the 7th. There is not one single thing that the generics have going for them. Not..one.

    Sentiment: Strong Buy

  • those March 5.00 calls at 10 cents...would be a lottery ticket. If Judge stark were to deliver a verdict by expiration at the end of next week they'd pay off to the tune of 1000 to 2000%. While I don't think he will rule by then I confess to having bought a few anyway the last couple of days. Because when u get right down to it...no one knows. In terms of more serious options I am targeting the June 4.00 calls. Simply because it would allow for not only a win but also EU news..maybe a buyout as well. But in terms of a little fun and excitement..what's 10cents? :) I'd label them for entertainment purposes only but I think we're now down to the point that buying VERY short term..VERY inexpensive calls makes for interesting speculation.

    Again..no serious $$.....but the returns would be sensational to say the least if we won by then.

    ~TS
    jmho

    Sentiment: Strong Buy

  • Reply to

    Galderma in the Avanir case is the Plaintiffs'

    by bwilkison Mar 11, 2014 8:38 PM
    tradestoxx11 tradestoxx11 Mar 12, 2014 3:06 AM Flag

    I don't think galderma added anything in terms of time to our case because the bottom line is..the issues that caused that reversal simply do not apply to this case. What Fineman DID do however...was allow Avnr to point that out beyond any doubt whatsoever and to highlight our case and how much stronger it really is. It allowed Avnr to say to Judge Stark..YOU..approved galderma.....and here is why OUR case is so much better EVEN addressing the issues the appeals court has had with galderma. And so..aside from a few days briefs...galderma did NOT add any time to our case but it will strengthen our case significantly in Judge Starks eyes. When I read the briefs from both sides I did so fairly and with an open mind. I wore no rose colored glasses at all. And all I can really say is this. Avnr's atty destroyed fineman. The response written on the 7th was a masterpiece of legal brilliance and highlighted exactly why that reversal does not matter in our case. Finemans briefs read like a chapter of highlights for children In my view. Wishful..hopeful....trying to connect dots across 20 years. But just nothing that will stick. What caused galderma the problems they have are their blocking patents. We have none.

    Avnr..will win this case. In a matter of days to a month at most. And I'm extending it out to a month because I think that the judge really just got started on his final decision in this case and it can take that long to finalize the decision and put it in writing. He's not going to wait on any galderma enbanc. It simply does not apply to our issue at hand. Note even his order directing the parties to address galderma in his briefs. What he said was to explain to him HOW that applied to our case...IF IT DID EVEN. He was humoring fineman. Setting him up. For the defeat he has now suffered at the hands of the skillful and masterful legal work of Avnrs Atty.

    ~TS
    jmho

    Sentiment: Strong Buy

  • Reply to

    Galderma in the Avanir case is the Plaintiffs'

    by bwilkison Mar 11, 2014 8:38 PM
    tradestoxx11 tradestoxx11 Mar 11, 2014 8:41 PM Flag

    lol...btw. thank you for proving that you don't have me on ignore as you've often times alluded to.
    Your use of the word "folly" immediately after MY post referring to Finemans "folly"...gave you away.

    LOL!

    In any event..Bert. Give it up. Galderma means nothing to this case. Nothing at all.

    Sentiment: Strong Buy

  • Reply to

    Amicus Brief in Galderma Case

    by john.alvato Mar 11, 2014 11:30 AM
    tradestoxx11 tradestoxx11 Mar 11, 2014 8:38 PM Flag

    And actually...this entire galderma issue is why Fineman screwed up as bad as he did. He let these briefs of Avnrs be ANOTHER final word. And in their reply they summarized the most major points there are. And meanwhile.he made himself look like a laughing stock trying to argue things like how Avnr has blocking patents. For Fineman to ever raise that reversal the way he did AND to throw it back in the judges face the way he did...was a CRUCIAL mistake on his part. Avnr absolutely destroyed him with their hard driving..right to the point...response.

    Sentiment: Strong Buy

  • Reply to

    Amicus Brief in Galderma Case

    by john.alvato Mar 11, 2014 11:30 AM
    tradestoxx11 tradestoxx11 Mar 11, 2014 8:31 PM Flag

    OFP....when writing something...like a brief in this case....the thing you want the judge to remember the MOST is the things you write LAST about. And believe me...in reading Avnrs attys response brief from the 7th...they pounded that issue relentlessly. And made it very memorable. In fact..they drove the stake right through draculas heart with that brief.

    Sentiment: Strong Buy

  • Reply to

    Further Thoughts on Timing and Galderma

    by john.alvato Mar 11, 2014 7:42 PM
    tradestoxx11 tradestoxx11 Mar 11, 2014 8:22 PM Flag

    I don't think that galderma matters at all in this case. Nor do I think it will matter to judge stark and his timing. One need only read Avnr's atty's response letter from the 7th to understand why. They got it 100% right and the defenses briefs are a sad joke of judicial error. With that said however..I do NOT think that a decision is coming in "days". While I think the judge is now moving quickly to decide this case I personally think that he more or less just got started about the time he requested the galderma briefs. That view is also supported by his statement that in last nights Tconf he planned to address the injunction issue. If he was going to rule "in days"..this week..or next.....why bother? Just deliver his verdict. Instead..i think he's addressing it because this will carry over to NEXT month which is the first month that realistically the Generics might be approved by the FDA. I think a ruling comes VERY late this month...to early to mid..next month. Impacted NOT AT ALL by galderma but simply by the work that he has to do in crafting his decision and the fact IMO that he is now just more or less starting to do it.

    Why did it take him so long? Holidays. Other cases. Interviewing and hiring his clerk....

    In any event....end of this month...to mid NEXT month. And we win. As for Galderma, effective immediately I will refer to it as Finemans folly. It really killed him. He handed avnr a machete with which to slay him for good.

    Sentiment: Strong Buy

  • available on Avnr IR website. Aside from the usual excitement it could be interesting in that if there is an injunction they might know about it before a pacer update.

    Sentiment: Strong Buy

  • notta dang thing...

    Sentiment: Strong Buy

  • first and ONLY FDA approved treatment for PBA...to the generics? Based on a patient 2 who when compared with 29 other examples...looks like a fluke. Which was even admitted to by the Generics OWN expert witness. A patient who was given 150mg of Q....but who the generics use as their example of how 10mg will work.

    Can you IMAGINE this judge giving THIS drug to the generics?

    No my friends. He won't be doing that. The generics are going to LOSE this case. And we will have 21 years of DDEX patent life to celebrate the demise of Fineman and the Generics. And Ray. And Ravicher.

    I said it before. I'll say it again. CONVICTION STRONG BUY. Prepare..for the win. Be positioned..for the win. And when I start talking and posting like THAT..you'd better bepop on over to the DANG board when that stock was at 5 to 10..and you'll see EXACTLY what I mean when I say that.

    :)

    I am....yours truly.

    CONGO

    jmho
    visit me on Stk twits username congostockchat to see what a winning portfolio looks like. :)

    Sentiment: Strong Buy

  • Reply to

    Amicus Brief in Galderma Case

    by john.alvato Mar 11, 2014 11:30 AM
    tradestoxx11 tradestoxx11 Mar 11, 2014 12:03 PM Flag

    good stuff....thanks john (and rzrbackrob)

    Sentiment: Strong Buy

  • nothing.

    Sentiment: Strong Buy

  • motion with the court? I'd like to have a DNA Test done on Atty Fineman, Ravicher and Ray to see if they're related. Does anyone OBJECT? !

    Sentiment: Strong Buy

  • filed by both sides last week about all I can say is this. Do you remember that book we all knew and loved in the 1st and 2nd grade...highlights for children? That's how finemans briefs struck me. He has fanciful visions of blocking patents dancing in his head along with sugar plum fairies. Heck with the law which even he acknowledges the reversal didn't change...just use common sense instead. In fact, I spent most of the time reading it turning it upside down and sideways..sure I was going to find a hidden picture in there somewhere. Of a clown. Resembling Fineman himself. Ladies and Gentlmen..if YOU believe that a patient who took 150mg of Q is a prime example of low dose 10mg Q..then you should short this stock. If you believe that patient 2 ..a single patient vs. 29 other patients..is going to win this trial for them..you should buy puts with every dime you have. If you believe as Ray does that 65 to 70% equals 100%..then by all means...short away. If you believe that Judge Stark...the Judge who GAVE GALDERMA THE WIN EVEN WITH BLOCKING PATENTS AND EVEN WITH SOME VERY GOOD EVIDENCE THAT THEY SHOULD HAVE KNOWN ABOUT .3%...If you belive that he is going to go against avnr with NONE of that being the case....
    Then join Ray and the bashers.

    My friends. There is ZERO percent chance of an AVNR LOSS in this case IMO.

    Zero.

    ~TS
    jmho

    Sentiment: Strong Buy

  • Reply to

    Dang's Valuation

    by tradestoxx11 Mar 8, 2014 8:14 PM
    tradestoxx11 tradestoxx11 Mar 8, 2014 8:16 PM Flag

    Follow me and my winning portfolio on Stk twits username Congostockchat where dang is a TOP HOLD !

    Portfolio Performance Ytd through March 7th = +30.6% S+P 500 = +1.62 %

    Top Holds $DANG $AVNR $SODA $PSEC $YHOO $ORAN Please do your own DD.

    Sentiment: Strong Buy

  • tradestoxx11 by tradestoxx11 Mar 8, 2014 8:14 PM Flag

    As the poster on this board who has gotten Dang RIGHT all along....I have a FEW words about the current valuation of this stock. Let me FIRST start by saying if you want a stock that is going to SIZZLE in your portfolio for the next few years....Dang is a MUST OWN. Buy it. Hold it. Set it...and FORGET it. Everyone is going to keep telling you it's expensive. Until it gets even more expensive. And then they'll tell you again and again and again. And what you need to do is just smile at them. And continue to hold this stock.

    Dang, right now..is a somewhat difficult stock to value in the VERY NEAR TERM. On an EPS basis...it's fully valued and I'd probably put "fair value" at something closer to 15 to 16. And those of us in this from the 3's lows knows how this can bounce around. 12 became 11 became 10 became 9 became 8 even....which then became...18+. Right? And so you have to be used to that as an investor with this name. It's very volatile.
    But every single one of those lows and price points..was just another buying opportunity. And that will continue for a long time to come. While this stock on an EPS basis might be fairly valued...consider this. 10 Billion dollar market cap VIPS...8 times dangs valuation....has 5.7M customers. Vs. our 8.9M. Hello? You listening? Dang has an incredible opportunity here for customer conversions to general market place items. And they are doing just that. We could in fact see Dang soar well BEYOND Vips in time. Because of that. And so for the medium term that is what we should be considering instead. The value of their CUSTOMER base. And by that metric..this stock at 18 is DIRT CHEAP STILL. And so, while it's ok to trim a little off the edges of you position and treat yourself to a little something with that money...you just hang on with me on this one.

    Because you ain't seen nothing yet. Stay long and strong my fellow dangsters ! 50 .00 share..100.00 share. It's all possible my friends with this one.

    ~TS
    jmho

    Sentiment: Strong Buy

  • Dude's upset that he don't own DANG like I do at 5.20 average. LOL!

    Maybe he and Giovanni can console each other.

    Sentiment: Strong Buy

  • Portfolio Performance Ytd through March 7th = +30.6% S+P 500 = +1.62 % Top Holds $DANG $AVNR $SODA $PSEC $YHOO $ORAN Please do your own DD.

    As I detail above in a copy /paste from my stk twits blog Avnr is and has been among my top holds. And, it's done a GREAT job contributing to the gains I'm enjoying with Avnr up ytd 33%, about 2.6% above my portfolio as a whole. This morning, during the decline to the mid 4.20's, I posted here a conviction strong buy upgrade and raised my position in fact to about 16% portfolio. You should take that as being VERY notable because this year perhaps more than ever I am VERY much in tune with being diversified with top holds generally back at the 10% level and EXTREMELY rarely exceeding the 13 to 15% level. Dang made it up there but only because of the massive gains it had recently. And in fact I trimmed back some of that position while certainly still believing in it longer term even now at the price it's at. Simply stated..I believe that Avnr is going to WIN this case. And I believe that entirely and completely allowing ONLY for the final fact being that it isn't me who decides this. It's Judge Stark. Otherwise..i'd probably be at 30% portfolio to be honest given where I think this will go once that decision is read. Once this win is announced..Avnr will take out 5...probably 6...and likely move towards 7 IMO. And the reason is..if it doesn't...believe me..this will be a buyout candidate. I have no doubt we'll then hear more very soon regarding the EU. IMO...they haven't moved on that because it would be easier and more valuable in a sale of this entire company. Why else do you sit on an approved EU and do nothing so far? Honestly, I don't think we'll be independent for very long after a patent verdict. I expect this company will be bought and probably in the 12+ range. We simply have too many assets and future prospects with DDEX..Optinose. And so, that's why this is a top hold. Avnr is going to be great.

    ~TS

    Sentiment: Strong Buy

  • tradestoxx11 tradestoxx11 Mar 8, 2014 3:44 AM Flag

    Let's talk about some more common sense..Ok? The abstract that Ray and Fineman love to talk about. 70% inhibition vs. 100%. COMMON SENSE actually says that abstract argues MORE for Avnr than it does for Finepar. If you are developing a drug and the goal is to inhibit the breakdown of dex in order to pass the brain blood barrier...would you want DEX ...a drug that can be dangerous in it's own right...to be inhibited at 70%?
    The INVENTION HERE is how Q and Dex work together. And no researcher in their right mind when initially developing this drug would have been led to 10mg Q working in this case. At best..it would have been a reason why the 30mg level that they wound up targeting WAS the right amount. It was the exactly right blend between safety and efficacy as BELIEVED TO BE..ABSENT HINDSIGHT...at the time.

    And so..once again..what Parfine tries to argue....common sense..fails completely. His examples are actually MORE in favor of Avnr and their case. It's absolutely astounding to me that Finemans clients even allowed him to pursue such a failed defense strategy.

    My long friends. Prepare..for the win. Prepare for 21 years of DDEX patent life following this decision being rendered. Prepare for the bashers to be destroyed.

    ~TS

    visit me on stk twits user name Congostockchat for my latest list of top holds, performance updates and stock discussion. There you will find AVNR as a top hold and a stock I believe to have incredible future ahead of this.

    Sentiment: Strong Buy

  • For starters..let's talk about why he likes to talk about common sense. That's because he doesn't like to talk about the law. Because if he talked about the law that guides this decision his arguments would go up in flames like the Hindenberg on it's maiden voyage. He even comes out and acknowledges in his desperation that galderma didn't change anything. But, well..ya know...just use common sense instead he says.

    And so, let's talk about it. Let's talk about patient 2 for a minute and what YOU WOULD DO if YOU WERE a researcher. If you were developing this drug.....and YOU GAVE a patient 150mg of Q. And that patient exhibited levels comparable with NO OTHER SUBJECTS....and 29 other patients said ONE thing...and YOUR patient 2 said another thing. What would you think?

    What is COMMON SENSE....in that case?

    Would that be: a) an example of how 10mg of Q WOULD WORK? or b) an example of how EVEN 150mg in SOME CASES might NOT WORK for some random patients?
    You see folks. Finemans love of patient 2 actually argues MORE for Avnr. That patient actually argues why no one in their right mind would EVER have thought that 10mg of Q. Would work.

    Can you imagine a researcher sitting there looking at that data ...at 150mg..and seeing those low levels?
    Would that say to that researcher that...Jeesh! Maybe I should test 10mg instead?
    Maybe I should take....ONE FIFTEENTTH the amount instead..and run with that?

    Folks. Do you see how Finemans "common sense" discussion is really..the judicial JOKE OF THE CENTURY?

    Patient 2.....the defendants shining example of how low dose 10mg Q would work....is actually...a better example of why it wouldn't work. It actually argues more for Avnr and their case than it does for the defendants and theirs. And common sense...says that better than I can.

    Mr Fineman. Par.......you are going to lose this case. And COMMON SENSE..tells me that is the case.
    Atty Ravicher.Ray.Rim. Bert. You are going DOWN for the count.

    ~TS
    jmh

    Sentiment: Strong Buy

ALU
3.30-0.02(-0.60%)Sep 19 4:05 PMEDT

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.