f**********g
发帖数: 2252 | |
g***t
发帖数: 1279 | |
v**********m
发帖数: 5516 | |
a****g
发帖数: 8131 | 4 rumor for being buying out
calls tripled, cheers |
f**********g
发帖数: 2252 | 5 GSK might make an offer to HGSI. ER next week. |
v**********m
发帖数: 5516 | 6 ho ho.
cong. to the holders. |
f**********g
发帖数: 2252 | 7 Cong! It was very strong yersterday.
【在 a****g 的大作中提到】
: rumor for being buying out
: calls tripled, cheers
|
j*****7
发帖数: 4348 | 8 觉得不太像真的， 尽管我强烈希望是真的。
【在 f**********g 的大作中提到】
: GSK might make an offer to HGSI. ER next week.
|
v**********m
发帖数: 5516 | 9 大牛，给个收购指导价吧。
【在 j*****7 的大作中提到】
: 觉得不太像真的， 尽管我强烈希望是真的。
|
j*****7
发帖数: 4348 | 10 我看不出现在有什么收购的可能性存在。
【在 v**********m 的大作中提到】
: 大牛，给个收购指导价吧。
|
|
|
v**********m
发帖数: 5516 | 11 hehe,那就看MM怎么玩吧。
【在 j*****7 的大作中提到】
: 我看不出现在有什么收购的可能性存在。
|
a****g
发帖数: 8131 | 12 sell at high and then buy put, how does this sound? |
v**********m
发帖数: 5516 | 13 高手准备扇mm？
【在 a****g 的大作中提到】
: sell at high and then buy put, how does this sound?
|
m*****u
发帖数: 189 | 14 not yet, er soon
【在 a****g 的大作中提到】
: sell at high and then buy put, how does this sound?
|
f**********g
发帖数: 2252 | 15 will be 10X.
【在 a****g 的大作中提到】
: rumor for being buying out
: calls tripled, cheers
|
f**********g
发帖数: 2252 | 16 It will up to 15 at least.
【在 a****g 的大作中提到】
: sell at high and then buy put, how does this sound?
|
m*****u
发帖数: 189 | 17 same feeling...
【在 f**********g 的大作中提到】
: It will up to 15 at least.
|
f**********g
发帖数: 2252 | 18 Piper Jaffrary Believes Now May Be Good Time for GSK to Acquire Human Genome
(GSK)
3 minutes ago - F70 via Comtex
Financial News Network Online - News CornerPiper Jaffray believes now be a
good time for GlaxoSmithKline (NYSE:GSK) to acquire Human Genome (NASDAQ:
HGSI) given the pullback in Human Genome shares.
Piper notes in addition to Benlysta, Human Genome and GSK collaborate on
Syncria for diabetes and darapladib for cardiovascular disease; two Phase
III assets Piper believes are not being valued in Human Genome shares. Piper
estimates a $21-$26 per share takeout value for Human Genome.
GlaxoSmithKline (NYSE:GSK) has potential upside of 21.3% based on a current
price of $43 and an average consensus analyst price target of $52.16.
GlaxoSmithKline is currently above its 50-day moving average (MA) of $41.79
and above its 200-day of $40.95.
In the last five trading sessions, the 50-day MA has remained constant while
the 200-day MA has risen 0.16%.
GlaxoSmithKline plc is a research-based pharmaceutical group that develops,
manufactures and markets vaccines, prescription and over-the-counter
medicines, as well as health-related consumer products. The Group, which
also provides laboratory testing and disease management services,
specializes in treatments for respiratory, central nervous system, gastro-
intestinal and genetic disorders.
【在 j*****7 的大作中提到】
: 我看不出现在有什么收购的可能性存在。
|
v**********m
发帖数: 5516 | 19 我也读了这个，觉得21-26 太高了点。
Genome
Piper
【在 f**********g 的大作中提到】
: Piper Jaffrary Believes Now May Be Good Time for GSK to Acquire Human Genome
: (GSK)
: 3 minutes ago - F70 via Comtex
: Financial News Network Online - News CornerPiper Jaffray believes now be a
: good time for GlaxoSmithKline (NYSE:GSK) to acquire Human Genome (NASDAQ:
: HGSI) given the pullback in Human Genome shares.
: Piper notes in addition to Benlysta, Human Genome and GSK collaborate on
: Syncria for diabetes and darapladib for cardiovascular disease; two Phase
: III assets Piper believes are not being valued in Human Genome shares. Piper
: estimates a $21-$26 per share takeout value for Human Genome.
|
f**********g
发帖数: 2252 | 20 Yes, Do not believe the target, but should up before ER.
【在 v**********m 的大作中提到】
: 我也读了这个，觉得21-26 太高了点。
:
: Genome
: Piper
|
|
|
f**********g
发帖数: 2252 | 21 Here is one more, Target $25
http://www.marketwatch.com/story/human-genome-jumps-11-on-takeo
BOSTON (MarketWatch) -- Shares of Human Genome Sciences /quotes/zigman/55662
/quotes/nls/hgsi HGSI +12.93% jumped 11% to $12.42 on Tuesday following a
report in the U.K.'s Daily Mail that GlaxoSmithKline PLC /quotes/zigman/
146635/quotes/nls/gsk GSK -0.23% could be preparing a bid of $25 a share for
the biotech group. Glaxo and HGSI, which have a long-standing research
collaboration, recently launched a new drug to treat lupus called Benlysta.
The product, which is the first drug to be specifically approved to treat
lupus in over 50 years, is expected to become a big seller for the companies
. Benlysta was approved for the U.S. market earlier this year, with European
approval expected shortly. The Daily Mail added that Merck & Co. /quotes/
zigman/574389/quotes/nls/mrk MRK +1.15% and Biogen Idec /quotes/zigman/91573
/quotes/nls/biib BIIB +0.65% may also be interested in bidding for HSGI.
Glaxo will be holding its quarterly-conference call with investors on Oct.
26
【在 v**********m 的大作中提到】
: 我也读了这个，觉得21-26 太高了点。
:
: Genome
: Piper
|
j*****7
发帖数: 4348 | 22 大家不觉得奇怪吗？ 一个明显不靠谱的"报道"引来了这么大的量。
以我看更像是投石问路。 |
x****7
发帖数: 895 | 23 did you get in yesterday?
【在 f**********g 的大作中提到】
: Cong! It was very strong yersterday.
|
w*********7
发帖数: 2883 | 24 15了
【在 f**********g 的大作中提到】
: It will up to 15 at least.
|
w*********7
发帖数: 2883 | 25 15的时候扔了。等回调再进
大牛你觉得这次会到多少？
【在 j*****7 的大作中提到】
: 大家不觉得奇怪吗？ 一个明显不靠谱的"报道"引来了这么大的量。
: 以我看更像是投石问路。
|
y*****l
发帖数: 5997 | 26 Bot again.
【在 w*********7 的大作中提到】
: 15的时候扔了。等回调再进
: 大牛你觉得这次会到多少？
|
y*****l
发帖数: 5997 | 27 Down to 13, today will up to 13.6, then 14. |
B******o
发帖数: 565 | |
y*****l
发帖数: 5997 | 29 Many people have taken profit yesterday, should wait to buy. Down with da
pan.
【在 B******o 的大作中提到】
: 下13了
: 空头压力大啊
|
c**t
发帖数: 2889 | 30 sold yesterday t 14.5 and bot today near 13.2, let us see
【在 y*****l 的大作中提到】
: Many people have taken profit yesterday, should wait to buy. Down with da
: pan.
|
|
|
w*********7
发帖数: 2883 | 31 还好昨天卖了， 还好昨天没买回来
【在 y*****l 的大作中提到】
: Many people have taken profit yesterday, should wait to buy. Down with da
: pan.
|
y*****l
发帖数: 5997 | 32 Not bad to buy now, hehe.
【在 w*********7 的大作中提到】
: 还好昨天卖了， 还好昨天没买回来
|
y*****l
发帖数: 5997 | 33 I think Amam clear the rumor and this is why hgsi dropped today."GSK buying
HGSI but only if Benlysta proves itself to be a significant commercial
success." I will bet ER.
Do you think there is > 50% chance someone buys HGSI in next 12 mos.?
Yes ( 68% )
No ( 32% )
12:09 [Comment From rt rt : ]
no comment, but we all knew the rumor of hgsi being bought was bogus, whats
your view?
Thursday October 20, 2011 12:09 rt
12:10 adam feuerstein: i tend to agree, mainly b/c rumors that get floated
like this rarely pan out. i think you can make a strong strategic case for
GSK buying HGSI but only if Benlysta proves itself to be a significant
commercial success.
Thursday October 20, 2011 12:10 adam feuerstein
12:11 adam feuerstein: Yesterday on Twitter, Jason Napodano of Zacks said
something smart that bears repeating Big Pharma is generally less interested
in making acquisitions based on deeply discounted value as they are on
minimizing risk.
Thursday October 20, 2011 12:11 adam feuerstein
12:12 adam feuerstein: What that means, generally, is that Big Pharma would
prefer to pay more if it means they get a proven asset with less risk. in
the case of GSK and HGSI, it probably means that GSK wants to wait to see
how Benlysta pans out even if means paying more. this is what Lilly did with
Icos for example.
Thursday October 20, 2011 12:12 adam feuerstein
12:12 adam feuerstein: anyway, a good rule to keep in mind.
12:16 [Comment From Alan Alan : ]
What about HGSI?
Thursday October 20, 2011 12:16 Alan
12:16 adam feuerstein: i discussed the GSK rumors above. Other than that,
look for Q3 results. Benlysta sales expectations are $20-21M. based on
current script data, it looks like HGSI should be able to meet. |
M***y
发帖数: 1594 | |
B******o
发帖数: 565 | |
p*****t
发帖数: 417 | 36 周二收盘出季报, 大牛们怎么看啊, 周一周二还会有一波吗?
【在 B******o 的大作中提到】
: 上下翻飞，hold不住啊
|
B******o
发帖数: 565 | |
y*****l
发帖数: 5997 | 38 Human Genome Sciences Incorporated
Human Genome (HGSI) is scheduled to report earnings on Tuesday after the
close of the session. Human Genome has one approved drug, which is the
highly watched Benlysta. Briefly put, Benlysta was approved in March in
conjunction with GlaxoSmithKline (GSK). The treatment is priced at a
whopping $35,000 per year. Because of this, Human Genome's stock has lost
some of its luster because investors are not expecting large sales from the
treatment. This opens up an opportunity for traders to short the stock in
speculation of Benlysta performing below expectations due to the high price
tag.
Analysts are expecting Human Genome to report revenue at $37.31 million with
EPS at a loss of $0.39. This revenue mark will be an increase from the
prior three quarters, however this revenue will be down about 26% from the
same quarter last year. Nevertheless, the three main points traders will be
looking for are: 1) Benlysta sales, 2) Benlysta's forecast, and 3) operating
expenses. If all three beat expectations we will see Human Genome's stock
ride an upward wave. On the other hand, if Benlysta's forecast is gloomy,
traders will be more than happy to send the stock lower.
Key to remember: Human Genome's lupus drug Benlysta has an estimated
worldwide sales potential of $3 billion. This revenue mark makes the company
a strong long term candidate. However, as we have seen in 2011, Benlysta
has not lived up to expectations and traders may use this knowledge to short
the stock prior to the company's earnings. |
