精华 苦辣酸甜难书尽，成败得失笑谈中
- 主题发起人 加京游子
- 开始时间
Congratulations from my bottom of my heart.
My friend holds her position too. I really share you guys' joy and happiness.
It is a bit mixed feeling for me, I have spent about 100 hours on studying VVUS, ARNA and OREX over last 3+ years. But I missed the final joyful moment. :blowzy:
But, hey, my best friend and you are holding till the finish line. What a joyful moment!
Thank you very much for your woodwill!
I will gladly accept if you offer to take me out now and buy me a cognac! I haven't had dinner yet but I can't drive because of a few Chardonnay. No, I did not hold my entire position. At one point, my exposure was 250K under control. I chickened out a few days ago and again yesterday. No regret, this is all calculated. You need to take me out and buy me a good dinner if you want to know why I feel a lot better about ARNA upon approval than DNDN. ARNA remains a swing trade until the approval letter. I could have wiped out my DNDN loss back in 2007 if I had held on to my ARNA position but I did not. There is no shoulda, woulda in WS. Being right or wrong is judged after the fact but desisions are made before the fact. Water under the bridge! The market is full of DNDN, ITMN, ARNA. All it takes is good eyes to find that --- I found quite a few and I am very confident I will find the next, very likely in May 2012! A miss is far better than being wrong --- to quote my idol, the legendary JL, buying stocks is like taking the street car, if you miss one, there is always the next one coming up. But if you take the wrong one, it gets to where you don't want to be!
There are things you do better and there are things I may do better. Please don't impose on each other!
You have my phone number!
p.s. I was stupid to post here --- I thought I wanted to help fellow speculators but nobody gives a sh*t about it --- that is fine because we all take care of ourselvles. Cows can only be led to the riverbank but can't be made to drink the water. True friends will find the way to connect, whether we agree or disagree, whether we go about opposte trades, whether we hate each other in person. I will very likely stop from posting here too!
我最近好好回顾了2-3年前的交易，吓我自己一跳:
ELN4。95进的，5。5全出了，好几千股，现在12!
JAZZ进出25回以上，基本都在8-10! 都是小赚，现在50+! 最多时有好几千股!
MDVN (好像是个荷南的华侨办的公司, not sure, long time ago, cannot remember exactly) 大约两年多从50暴跌到10+时，买了几千，就赚
了几毛钱就跑了。现在80!!!!!!!!!!
还有很多。所以我很想重新回到医药股上，花时间好好研究，看看有什么机会。而
且我基本总结了一套炒药股的方法，很想跟您当面请教一下，因为我深知我对药股
的知识太过肤浅，很想从您身上多学点。:blowzy:
ELN4。95进的，5。5全出了，好几千股，现在12!
JAZZ进出25回以上，基本都在8-10! 都是小赚，现在50+! 最多时有好几千股!
MDVN (好像是个荷南的华侨办的公司, not sure, long time ago, cannot remember exactly) 大约两年多从50暴跌到10+时，买了几千，就赚
了几毛钱就跑了。现在80!!!!!!!!!!
还有很多。所以我很想重新回到医药股上，花时间好好研究，看看有什么机会。而
且我基本总结了一套炒药股的方法，很想跟您当面请教一下，因为我深知我对药股
的知识太过肤浅，很想从您身上多学点。:blowzy:
还记得你问过，ARIA从2.2一天到3.4，要不要卖了， 我回答毫不犹豫卖了！看看现在吧。我自己的纪录也差不了多少。你知道毛病在哪吗？急功近利！我选的股票没有在0.5-3年内不翻10倍以上的， 问题是没有握住 --- 要嘛亏一点放了，要嘛赚一点也放了 --- 我是因为大亏太多次了。你的看图交易很可贵，但只适合短期交易，而我只想大事件做几手，把赔的拿回来拉倒。
lazycatcat
新手上路
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- 2009-08-26
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There are plenty of my DNDN associates on the IV board and YMB inviting me for the annual meeting, all expenses paid for, including very expensive cognac! They are all grateful for my helping them to get in the 3C, 3.5C and 4C when the pps was 2-2.3 after the huge tumble from 3.49!
No more free tips from me, everyone, sorry!
要是有一天，我沦落街头，乞讨到你家门口，愿意施舍残羹剩饭，并让我睡你家地下室吗？真后悔昨天没抱这样的心态！
lazycatcat
新手上路
- 注册
- 2009-08-26
- 消息
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OK， let me give you some leads in the oncology space since that is my focus and your interest. Yes, provenge was revolutionary and still is but there is a serious problem --- the cost of production is prohibitly high. Cancer treatment has taken many drastic turns since the approval of provenge --- localized drug delivery --- DCTH was one of the first but stupid and elogent play-boy like CEO failed to even get the NDA accepted. The current trend is small molecule drug conjugates with companion diagnosis kits, especially for hard to treat tumours such as pancreatic and ovarian cancer! You can meet me in person for such stocks or google for it.
The provenge revolution succeeded in theory but failed in reality because the cost is simply too high. Mitch Gold is to blame for and John Johnson is to follow the failed steps. SMDC(s) costs a lot lower and may be a lot more effective relative to SOC, especially for those hard to treat cancers. HIFU drug delivery may have a place in this space too (nano delivery tech is already dead --- anything that goes through the blood system may not work well)! Immunotherapy definitely remains the way to go if production costs can be lowered but revolutionary drug delivery technology may prove to be more sound in practice and in speculation, especially SMDC(s) with companion diagnosis kits --- treatment is delivered to the site of tumor only when the patient is identified to be over-expressed by the diagnosis for the type of cancer --- find the target and shoot to kill, the way to go with cancer treatment future, and relatively cheap --- that is, until the next big thing is found but by then, I could very well be dead meat many times over!
I have no bio/medical background, whatsover. Don't take my words. The medical profession may provide better advices but my limited betting capital is wagered on where I see most fit. Lorcaserin is where weight treatment future should be if it is approved to market, not Qnexa! Lorq+Phen (phentermine) has already won patent protection until 2023 --- Lorq+Phen can be 5-7 times more efficacious than Qnexa without the side effects! I spent my time and feel to know this stuff --- see my earlier posts!
MRK is not stupid to spend billions of dollars just for the fun of it!
JPM will probably give a good short-term shorts an opportunity to profit!
That is, if one plays the indices and/or stocks following them. Biotechs however, more often than not, go the opposite direction. I just follow others now to call for a "correct" prediction --- for fun only, I don't give a damned about the broad market indicies, ARNA is guaranteed a double no matter what, hahaha!
That is, if one plays the indices and/or stocks following them. Biotechs however, more often than not, go the opposite direction. I just follow others now to call for a "correct" prediction --- for fun only, I don't give a damned about the broad market indicies, ARNA is guaranteed a double no matter what, hahaha!
You can't make big money off this kinds of stocks and the reason is very simple --- you don't have the heart for it! There is absolutely nothing wrong with your risk-averse style, starting from downside risks. There is always a seat for each and every a$$ --- different a$$es belong to different seats, that is all.
I don't make much off this AdComm outcome either. My measly position will survive me to fight for another day. I did what I did for three reasons: 1) I made most of my profits off the run from 1.72 (naked shorting March 2P at .28, and longing July 1C and April 2C and then swapping shares for May 2C and 3C when it started to move up) to 3.49 in that week; 2) I was seriously mistaken with my big-hand re-entry around 3, thinking that the entire floated changed hands above 3 in that 3 days, the drop to 2 scared the sh*t out of me --- I was quick in cutting my second-trade losses which were offset by April 3P and 2.5P, and re-entered around 2-2.2 but my position was already much smaller and then took profits off too aggressively prior to the BD release; and 3) I wanted to preserve my capital to fight for another day.
Hindsight is always 20-20! Being right or wrong can only be judged after the fact but decision had to be made prior. From the point of view of an investment, ARNA is a much better buy after the approval letter is seen --- the easy big money made off the AdComm and PDUFA is for high-risk gamblers, not for investors!
My pre-AdComm getting off is proven to be wrong and I miss the big payout. Such is speculation life. I still think I did the right thing if I want to continue to participate in WS. Prior to a move, potential gians don't matter one bit. What matters is how much one can afford and are willing to lose!
Sorry, I am becoming more and more philosophical. Again, this is only from my own perspective. A big miss surely hurts after all the hard work but is far better than getting on the ride and ending up in the wrong place.
Best of lucks to your and everyone's endeavour!
nepean_01:
你坚守不做FDA的铁的纪律是对的! 我自己在最后3天也心慌手软了，等了近两年却错过了一次翻身的机会！最多的时候我有3C，3.5C，4C，5C和6C各500加股票5000， -July1.5P100呢。这种重手法的赌，只有不想要了才能下得了手的。昨晚睡不着，想了还后怕呢。这一错过大概不下百万吧？真有点不好的感觉但还得去上班。
错过比错好，不怎么赚但不亏!
我今天可能把剩的卖掉，等批了再买回来做长期投资 --- 可能比现在贵不少但风险小很多的。
我实在没什么可学的。见个面，认识认识，喝一杯，聊聊天，挺好！电话跟我联系吧。我虽然年纪一大把但还是老顽童一个，有些笑话和重话，别往心里去！
祝好运！
你坚守不做FDA的铁的纪律是对的! 我自己在最后3天也心慌手软了，等了近两年却错过了一次翻身的机会！最多的时候我有3C，3.5C，4C，5C和6C各500加股票5000， -July1.5P100呢。这种重手法的赌，只有不想要了才能下得了手的。昨晚睡不着，想了还后怕呢。这一错过大概不下百万吧？真有点不好的感觉但还得去上班。
错过比错好，不怎么赚但不亏!
我今天可能把剩的卖掉，等批了再买回来做长期投资 --- 可能比现在贵不少但风险小很多的。
我实在没什么可学的。见个面，认识认识，喝一杯，聊聊天，挺好！电话跟我联系吧。我虽然年纪一大把但还是老顽童一个，有些笑话和重话，别往心里去！
祝好运！
