TMFHelical

Ralph Casale

TMFHelical’s Activity

Today

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Boards Post

TMFHelical replied to the Value Hounds board. 15 minutes ago

Re: Top 10 Pharma patent losses for 2017

Copaxone will be interesting to watch. It isn't a biologic, but ... it isn't an easily copied small molecule either. It is a blend of peptides composed of a random combination of amino acids. A challenge for demonstrating [more]

Yesterday

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Boards Post

TMFHelical replied to the Humor and Urban Legends board. 5:10 PM

Re: AverageJoe's 766th CaptionChallenge

"I should have been more suspicious when my wife said she was OK with my doing some weekend boating ...... on the side".

NL

Boards Post

TMFHelical replied to the Hockey Fans Board board. 3:59 PM

Re: My Sabres Story!!!

Q:any other other chance encounters with hockey players!!!

I worked in a liquor store in grad school (~88-90). I was behind the counter on weekends and stocked wine during the week (when I could). Ray Bourque would sometimes come in [more]

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Boards Post

TMFHelical replied to the Television Banter board. 7:42 AM

Re: Legion Ep.1

Late 60's rock soundtrack and a character named Syd Barrett. I think I'm going to like this show.

Fri Feb 17

One Boards Post

TMFHelical replied to the One boards. 12:03 PM

Thu Feb 16

NL

Boards Post

TMFHelical replied to the Value Hounds board. 10:35 PM

Re: FWIW - Intrinsic Value

knight,

How does that change the intrinsic value?

It does not change the value of the company from the perspective of the company.

IV is the sum of all future discounted cash flows.

Well, I give you [more]

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Boards Post

TMFHelical posted to the Value Hounds board. 7:05 PM

FWIW - Intrinsic Value

I really dislike the term.

My opinion is that value as a property is far more 'extrinsic' than 'intrinsic'. A characteristic that is more a basis of perspective than an inherent and thus measurable quality. Now, honestly, I [more]

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Boards Post

TMFHelical replied to the Value Hounds board. 11:01 AM

Re: 10 yr. AA corporate bonds

P/E is just an inverted 'interest rate' or better 'earnings yield'. I am of the opinion that equities are not presented this way just to avoid comparison with bonds. So, a P/E of 20.11 is just a yield of 4.97%, which is ~1.6X the [more]

Wed Feb 15

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Boards Post

TMFHelical replied to the Humor and Urban Legends board. 8:47 PM

Re: Let's clear this up

Not straight up. At least hold out for a 'miscreant to be named later'?

NL

Boards Post

TMFHelical replied to the Humor and Urban Legends board. 5:16 PM

Re: You gotta be old to appreciate this.

Montgomery Ward Catalog

NL

Boards Post

TMFHelical replied to the Hockey Fans Board board. 3:35 PM

Re: Julien hired

Shame the season series between the two teams just ended. Hope they meet in the playoffs.

Tue Feb 14

Income Investor Boards Post

TMFHelical replied to the Income Investor boards. 10:37 AM

Mon Feb 13

NL

Boards Post

TMFHelical posted to the Humor and Urban Legends board. 10:46 PM

Duct Tape & WD40

Two universal tools - easy to remember.

If it doesn't move and it should - WD40
If it moves and it shouldn't - Duct Tape

NL

Boards Post

TMFHelical replied to the Value Hounds board. 6:12 PM

Re: Novartis


Off the top do you have any examples of the rate of decline of some biologics that have gone off patent?


There are not many examples. The best many be the Zarxio from Novartis (Sandoz), approved in the US (first US biosimilar) [more]

Income Investor Boards Post

TMFHelical replied to the Income Investor boards. 5:16 PM

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Boards Post

TMFHelical replied to the Value Hounds board. 1:37 PM

Re: Novartis

One of the annual summaries of the pharma firms from the publication Contract Pharma.

Full list
http://www.contractpharma.com/heaps/view/2607/1/
Novartis
[more]

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Boards Post

TMFHelical replied to the Humor and Urban Legends board. 11:58 AM

Re: AverageJoe's 765th CaptionChallenge

Crabs? Try RAID for women.

NL

Boards Post

TMFHelical replied to the Hockey Fans Board board. 11:56 AM

Re: Take that Habs!

The post-Julien wins (3) have put the B's back into playoff contention (sorry Leafs). They have looked good of late. We'll see if it sustains.

Fri Feb 10

NL

Boards Post

TMFHelical posted to the Humor and Urban Legends board. 4:29 PM

Speaking of knowledge / wisdom

Knowledge is knowing a tomato is a fruit; wisdom is not adding them to fruit salads.

Rule Breakers Boards Post

TMFHelical replied to the Rule Breakers boards. 3:18 PM

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CAPS Player Rating 98.17
Player Rank 1365 out of 74626
Score 2857.22
Score Change Today -14.58
Accuracy 70.30%
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool Coverage Fool CAPS All Star
Board Posts 16797
Recs Received 22980
People who have rec'd these posts 2866
Recs to Posts Ratio (last 30 days) 6.80
Threads Started 3204
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Most Frequent Board Humor and Urban Legends
Very First Post Lesson 2 Comment (4/10/2002)
Percentage of Posts Rec'd 52.00 %
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