LongOnLife

Author Bio

LongOnLife
Long term investor. I run a fairly balanced approach with a mix of Blue Chips, Yield Producers (MLPs and REITs), Value (out of favor), and fun speculative issues. I try to steer my portfolio ship towards sectors I like and away from those I don't. I hedge my bets often and use options for that purpose and to buy at a discount. My comments are my view only and are not to be construed as advice.

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Recent Author Comments

On Friday File: Pot Landlord Financing, Buffett's Portfolio, Fake Prices, and Buying More Growth
Travis, Your discussion IIPR got me to thinking about other similar business models and I have recently been thinking of investing in a Business Development Corporation or two. What is your take on them? Do you know anything about Ares Capitol Corp $ARCC o[...]
On Rapid Response: The Israeli Cure for All Cancers? And a Postscript on Opioids
Any "cure" for any potentially fatal disease would be a tremendous blockbuster for the company that develops it. It is the holy grail that so many investors are seeking when they invest in biotech. Big Pharma does indeed employ more lobbyists than any othe[...]
On Two More Miracle Cures: An Honest Assessment, I Hope!
I wouldn't use the word "universally," but I certainly get your drift. Responsibility is an often overlooked component of cause - effect relationships.[...]
On Two More Miracle Cures: An Honest Assessment, I Hope!
I don't think Doc G. has ignored anything nor has he acted as you describe. So you have an axe to grind with big pharma? Why not elaborate your concerns and reasons for them rather than dissing a rather well written article by a person who has enlightened [...]
On Biotech Discussion... continued
There is a lot of uncertainty out there. I think it is a given that the upcoming elections will roil the markets, regardless of the results. There has been a lot of good economic news lately but much of it is baked in, I think. I have to question the valid[...]
On Biotech Discussion... continued
Thanks, STM. This is very helpful. After reading this $AUPH news, I think my plan will be to reenter late in the year with expectations that the dry eye syndrome data will released around the end of the year. By then, some of the economic and election unce[...]
On Biotech Discussion... continued
STM, Doesn't $AUPH have a major catalyst coming up around the end of 2018? I sold my $AUPH shares back in the spring with the intent of jumping back in at some point. I was convinced that nothing was going to happen in the short term and I think that call [...]
On Biotech Discussion... continued
STM, I couldn't agree more. I think KSS did have great insight into the science that he shared freely (early on at least), but the companies he picked that hit the note did not always result in profits. We all know the game is rigged but there is that unde[...]
On Biotech Discussion... continued
It makes one wonder if there isn't more to it, in the current administration, than proving the drug works using the guidance of the FDA. Perhaps $AKAO management failed to grease the right palms or pissed someone off at a high level. We will never know but[...]
On Biotech Discussion... continued
I just think there are more transparent and consistent companies out there in the biotech space that are actually producing results. Names that come to mind that I am long on, $APTO, $ESPR, $BLPH. A few more that I am watching are $ZFGN, $CWBR, and $CRBP. [...]
On Biotech Discussion... continued
What bugs me about the offering is that Dr. Norchi specifically had this to say in the study announcement, “While the study and report must be completed before we can draw conclusion, we remain optimistic about the outcome based on the results of the pri[...]
On Biotech Discussion... continued
$ARTH - More good news: https://finance.yahoo.com/news/arch-therapeutics-provides-skin-sensitization-115000607.html[...]
On Biotech Discussion... continued
$APTO - Good news: https://finance.yahoo.com/news/fda-lifts-clinical-hold-myc-110000210.html[...]
On Biotech Discussion... continued
Would love to see what your picks are STM. Our styles of investing seem to align pretty well so I'd wager that at least one or two are also on my radar.[...]
On Biotech Discussion... continued
Another smack to the chin. The CRL for the IV version of Meloxicam that $REPH has been developing was a surprise. The drug clearly works. Given the big money behind the continued proliferation of opiates, one can't help but think there was some funny busin[...]
On Biotech Discussion... continued
I usually buy $SPY puts though I have occasionally bought puts on $QQQ and $IWT. It depends on how my account is distributed at the time I buy the puts. The disadvantage to anything other than the $SPY is that the spreads are usually much larger.[...]
On Biotech Discussion... continued
STM, I've had active hedges in place for the last year or longer. I try to buy puts such that they kick in at about a 10% decline in $SPY and I buy enough that a 20% decline in the SPY index would keep me at between a 5 and 10% overall loss.[...]
On Biotech Discussion... continued
$AKAO I think you hit the nail on the head STM. It would not surprise me if the FDA votes for approval for the BSI indication given that it's usually a life or death situation at that point. Once approved and marketed, I think it will be a successful drug [...]
On Biotech Discussion... continued
$ESPR Anyone have any idea why the 20% plunge in price? The data was in line with expectations and the company still claims they have enough capitol to fund operations through approval in early 2020. Why the averse market action?[...]
On Biotech Discussion... continued
I checked out the site this morning and their was a message saying new subscriptions are not being accepted due to technical difficulties. It said they expect to have this resolved in a week or two. Does anyone know what the subscription fee is?[...]

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