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Tag: thesis
Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis?
2015-05-27 02:03:00| Electronics - Topix.net
Micron is shifting supply away from PCs and more toward the mobile market where it may face stiff competition from Samsung. A familiar narrative is that the release of Windows 10 will spur PC sales.
Tags: windows
demand
intel
thesis
OncoGenex Is A Buy As Thesis Remains Intact
2015-05-26 15:22:15| Logistics - Topix.net
In addition to the potential for news at ASCO and the company call discussing the data after the event, the second futility analysis for ENSPIRIT provides near-term upside potential. With over $40 million in cash at Q1 end and greater than $23 million recently received from Teva, OncoGenex is grossly undervalued at its current sub-$45 million market cap.
Tags: buy
remains
thesis
intact
The Janssen-Achillion Deal Proves My Short Thesis
2015-05-26 00:13:52| Food - Topix.net
Janssen signed a deal with Achillion under which Janssen can use one or more of ACHN's Hepatitis C assets. ACHN's Hep C assets include an NS5A inhibitor ACH-3102, NS5B nuc ACH-3422, and Sovaprevir which is an NS3/4A Protease Inhibitor.
Tags: short
deal
thesis
proves
The Janssen-Achillion Deal Proves My Short Thesis
2015-05-25 18:07:04| Biotech - Topix.net
Janssen signed a deal with Achillion under which Janssen can use one or more of ACHN's Hepatitis C assets. ACHN's Hep C assets include an NS5A inhibitor ACH-3102, NS5B nuc ACH-3422, and Sovaprevir which is an NS3/4A Protease Inhibitor.
Tags: short
deal
thesis
proves
Focus On Expanding Store Base Earns Whole Foods A Bullish Thesis
2015-05-16 22:51:31| Grocery - Topix.net
I reiterate my bullish stance on Whole Foods Market ; the company reported healthy 2QFY15 results, which were strongly backed by the active execution of its well thought-out strategic growth initiatives. Moving ahead, WFM will continue to grow its existing store base to improve its attractiveness for customers seeking quality organic food at low prices.