Continued on Seattle Genetics Inc (SGEN) and Immunogen Inc (IMGN)

I had identified Seattle Genetics as a stellar company in 2011 with fundamental analysis on its product lines and cooperating partners. My following decisive investment in this company has returned for me more than a 50% profit. I bought it at $19 per share and it kept rising until recently almost hitting $30 on September … Continue reading Continued on Seattle Genetics Inc (SGEN) and Immunogen Inc (IMGN)

Seeking Alpha from Three Obesity Treatment Players: ARNA, VVUS and OREX

2012 means a lot to three obesity treatment players: Arena Pharmaceuticals Inc (ARNA), Vivus Inc (VVUS) and Orexigen Therapeutics Inc (OREX). All of them had their New Drug Application, or NDA submission for obesity treatment turned down by the FDA in their first attempts. They all received the complete response letter, or CRL, around end … Continue reading Seeking Alpha from Three Obesity Treatment Players: ARNA, VVUS and OREX

Energy Industries in the U.S. (written in 2011)

There are 502 companies participating in the energy industry now and half of them are pure players, meaning they generate 100% of revenue in energy business purely. Around one quarter of the 502 companies have market capitalization less than $1 billion (refer to the chart below). Under Revere’s proprietary classification system, all these companies are … Continue reading Energy Industries in the U.S. (written in 2011)

Market Turbulence – What’s going on in 2011 and what’s going to be in 2012?

Let’s first take a look at the U.S. S&P500 performance, there are three dramatic plunges after July and then it picked up quickly to similar level in the last year 2010. Then take a look at the Chinese market by looking into the Shanghai and Shenzhen Index performance. Even though Chinese economy still seems stellar … Continue reading Market Turbulence – What’s going on in 2011 and what’s going to be in 2012?

China Digital TV Holding Co., Ltd. (ADR) (OTCMKTS: STVVY)

China Digital TV Holding Co., Ltd. went public in the U.S. on April 19, 2007. It is headquartered in Beijing, China and is a provider of CA systems to the China’s expanding digital television market. CA (conditional access) consist of smart cards that are inserted into set-top boxes at the subscriber’s end; software installed at the … Continue reading China Digital TV Holding Co., Ltd. (ADR) (OTCMKTS: STVVY)