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adamfeuerstein@StockTwits thanks guys. I very much appreciate the opportunity to hang out here today. $EXCHTALK. I <3 StockTwits -
adamfeuersteinThanks for joining me here. The half hour flies by fast. Need to get back to my ASCO prep. Please follow my coverage this weekend. $EXCHTALK -
adamfeuersteinIf you want to follow my coverage of ASCO, i will be live-blogging Sat-Mon. You'll find me at www.thestreet.com & twitter $EXCHTALK -
adamfeuerstein@Techinsidr My uber-bearish position on $CVM is well known. It's a beast all right, but for all the wrong reasons. $EXCHTALK -
adamfeuersteinOnce ASCO ends, bios tend to go into the summer slumber and u do see significant selling. That's often a buying oppty. $EXCHTALK -
Techinsidr@adamfeuerstein Hey Adam - any thoughts on $CVM? Got some friends who are convinced it's a beast... $EXCHTALK -
adamfeuerstein@TomSchiavone could precipitate post-asco sell off, for sure. Is there any fundamental reason $ONTY doubling since March? $EXCHTALK -
chicagosean@adamfeuerstein Any larger names that might move in sympathy with any news breaking from ASCO? Like a $PFE or $MRK? $EXCHTALK -
adamfeuerstein@dominicrivera I'm lousy with takeover predictions. Fortunately, i'm not alone. $EXCHTALK -
adamfeuerstein@TomSchiavone I should mention $ONTY is a cancer immunotherapy story, so everyone wants to think they've found the next $DNDN. $EXCHTALK -
dominicrivera@adamfeuerstein Given the larger company influence you mentioned, which of these small caps most likely to get bought? $EXCHTALK -
adamfeuerstein@BioRunUp $OREX is not ASCO stock but hard to see how FDA gives them a break on the follow up study needed for its obesity drug. $EXCHTALK -
TomSchiavone@adamfeuerstein you think not showing up or having a limited presence could hurt these companies? Any notable absences? $EXCHTALK -
adamfeuerstein@TomSchiavone $ONTY is interesting too, in that it won't have a meaningful presence at ASCO. $EXCHTALK -
TomSchiavone@adamfeuerstein Given the runups you mentioned in $ONTY $VICL $YMI, u see any potential shorts? Co's that won't justify the hype? $EXCHTALK
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