Glaxosmithkline plc (GSK)

All Comments on GSK

  • commenter
    Whisper On
    The Wind
    Oct 11 06:50 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    In my relative inexperience, I can only wonder how much of this week's rollercoaster ride is due to the panic of the bears followed by the excitement of the bulls, followed by more panic, and then more excitement. I'm not broke yet, not rich yet, have a little cash to spend and have decided to put it into inexpensive stocks rather than dinner and drinks. Last time I did this, I caught a ride on oil's rise, which helped me weather the banks' pain. I wonder if I can find something new this time, I wonder how lucky I'll be, and I wonder if this will all be done before I retire in 10 years. Last but not least, I wonder if I'll have anything in my retirement portfolio after all my risky games? But am I really any different from anyone else? I think not. Reply
  • commenter
    Ohad Hammer
    Oct 10 12:30 PM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Thanks, KevinMBK.
    I don't follow CYPB closely, but I think there is a lot of skepticism towards upcoming phase III results for milnacipran . Their cash position is enviable, no doubt.

    Ohad

    Reply
  • commenter
    stocksavy18
    Oct 10 11:53 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    To jturano7423: Jim Cramer is not "advising people to sell everything" unless you need the money in the next 5 years (which, admittedly, he has expanded from 3 years). If you have more than 5 years and especially if it is in a retirement account, he only has advised to sell 20% (which he did about 2 weeks ago). His new view is now for "wait and see". Reply
  • commenter
    Peppio
    Oct 10 11:29 AM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    If there's blood on the street, shouldn't we go hide somewhere until
    the street is cleared ?     Reply
  • commenter
    Roy P.
    Oct 10 11:18 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    The stock market correction is a reality check for those stocks commanded high price but no real growth.

    Every so often the market corrected to re-evaluate the valuation of each stock.

    As the market start to recover, some will recover 50%, some will recover 100% and some will recover 1000% depending on future growth potential.

    Not all stocks will recover equally, now it's the time to look for the next growth leader of each sector...it's always a stock-picking game after each correction.

    My pick: Thermogenesis(KOOL) ... The early CSCO of stem cell therapy/regenerative medicine.     Reply
  • commenter
    KevinMBK
    Oct 10 11:16 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Brilliant article!! I'm a recently unemployed (who on W.S isnt?) healthcare equity guy and have been advising people to do this same thing. I would also have mentioned cash positions as well. You have biotech stocks like CYPB with a Phase III asset that are trading at $5.50, meanwhile they hold $4 cash and have a low burn rate. There are other biotechs just like that example that I'd view as a safe (if there is such a thing at this point) place to hide. Reply
  • commenter
    Ohad Hammer
    Oct 10 09:32 AM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Thanks, jturano7423.

    I don't think it has a lot to do with guts, but basic common sense ( which seems to be a scarce commodity these days). History shows that people tend to exaggerate to both ways, and what we're witnessing, including today's selloff is merely a result of irrational behavior. Yes, things don't look good at the moment but in my opinion, now is the time to build positions selectively in segments and companies who can weather the storm. I think good biotech companies represent such a tremendous opportunity because their products and technology will always be in demand. Even companies who won't have a commercially available drug in the near future will be able to license drugs and technology to the pharmaceutical giants, who have deep pockets and are starved for new drugs. Remember: There is always a good market for good drugs.
    I personally feel much more comfortable buying today, when all the fund managers and investors are dumping everything they have. They were the ones that accumulated all these stocks in the past year or two.

    Ohad
    Reply
  • commenter
    Ohad Hammer
    Oct 10 09:18 AM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Sorry petpesie, I am not familiar with BioMS. I am sure there are plenty of biotech companies that are suffering as a result of this panic. From what you describe, it is in good position because it has Lilly paying for clinical development, and it doesn't seem that it would stop doing just because there's a recession. Reply
  • commenter
    jturano7423
    Oct 10 08:52 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Ohad Hammer, I admire your guts and position.
    Jim Cramer has now done a 360 and advising people to sell everything, after hitting the buy,buy,buy bottom for years, and you are informing others about history and for people to consider biotechs now. But part of history is the depression to consider. At a time when global markets are plunging, I do not believe this is safe advice to publish. We are in a beginning stages of a global depression which will take years to possibly recuperate from. So investors are better off for now to hold onto their money, and use it for survival. It is bad out there and we are making new history Mr.Hammer.     Reply
  • commenter
    petpesie
    Oct 10 08:21 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    One stock you don't have there that is very promissing and has a licensing contract with Eli Lilly is BIOMS, a Canadian biotech currently at stage II and III trials and received a Fast Track designation for one of its drugs from the FDA. It trades on the TSX in Toronto (symbol MS), not sure if it also trades on American exchanges or not.

    It is getting killed along with everything else right now (19.7% above 52-week low and 43.2% off its 52-week high) so offers a compelling entry point. I know I've been buying!

    Disclosure - long.     Reply
  • commenter
    Ohad Hammer
    Oct 03 09:17 AM
    My Website
    Licensing Deal Is Imminent for ArQule [view article]
    Thanks Basel Expat.

    EXEL looks great at the current price. Similar to the overall market, all bad news (cash burn) are factored in and when multiple licensing deals are signed, I see it going substantially higher. It is less risky than ARQL, no doubt, thanks to its broad portfolio, and this should be ARQL's model as well.

    EXEL just got involved in another crowded "next big thing" area yesterday, Hsp90 inhibitors. In this case it is lagging behind BMS
    and SNTA among others.

    Ohad

    Reply
  • commenter
    Basel Expat
    Oct 03 08:41 AM
    Licensing Deal Is Imminent for ArQule [view article]
    Great article on the "next big thing" in oncology and why I am long on EXEL. Reply
  • commenter
    Tom B
    Oct 03 08:27 AM
    Licensing Deal Is Imminent for ArQule [view article]
    "Junk" is a good word for Aria.

    See: pipeline.corante.com/a...     Reply
  • commenter
    Ohad Hammer
    Oct 03 02:19 AM
    My Website
    Licensing Deal Is Imminent for ArQule [view article]
    Thanks

    I Don't follow ARIA too closely.     Reply
  • commenter
    cposch2004
    Oct 02 04:48 PM
    Licensing Deal Is Imminent for ArQule [view article]
    This is a good analysis. I'm curious, do you follow that junk ARIA and what are your thoughts there? Thanks Reply
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