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Antares Pharma Inc. Message Board

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  • Reply to

    Question about Madac legal fees

    by andre_y_mb 9 hours ago

    Thanks explorer, jay and chuck. It was helpful.

    I have to pay more attention to the Q4 statement, especially what will be written down.
    I agree with Chuck that high quality accounting requires the company to be careful even with small amounts.

    To my redthumb followers with RTRD (Red-Thumb-Reflex-Disorder),
    keep doing your fabulous redthumb- diligence. I love you too!!

  • Reply to

    Question about Madac legal fees

    by andre_y_mb 9 hours ago

    I spoke w IR about this a qtr+ ago and although within accounting GAAP giventheir assumptions, in my judgment (CPA/CFA) it lessens quality of earnings and won't survive year end audit. They claim their auditors are so conservative that if there wasn't merit to theor position, they couldn't do it (where have I heard that reasoning before). Not a huge number but stuff like this, in my judgment , lessens faith in management and should have been refected as it was, a speculative bet and expensed.

    Sentiment: Hold

  • Reply to

    What's your view of the general market.

    by whogo70 Jan 30, 2015 10:10 PM

    Past history shows that you need two things for a bear market. Recession & the Fed raising rates. I agree that we're not there yet so I'm hoping this is just a correction.

  • Reply to

    Question about Madac legal fees

    by andre_y_mb 9 hours ago

    Andre this will run through Amortization Costs. They may have it as depeciation and amortization. I beleive the patent runs until 2028 so they are currently amortizing the costs through that period. They will have to take the hit the P&L when it becomes probable that the patent no longer has value. Management usually talks to the auditors about certain assumptions and Antares might have to provide an discounted cash flow analysis to justify the patents worth.

  • Reply to

    Question about Madac legal fees

    by andre_y_mb 9 hours ago

    They are under patent fees net on the balance sheet. I think they capitalized 1.8 million for the legal fees associated with the patent for Otrexup. The good news is that they wrote off one million in inventory last quarter and I don't think we will see a write down nearly that big this quarter.

  • Reply to

    Question about Madac legal fees

    by andre_y_mb 9 hours ago

    thanks, I was aware of that.
    I was looking into Q3 for the rest and didn't see any. Did I missed them?
    Should they show up in Q4?

  • Reply to

    Question about Madac legal fees

    by andre_y_mb 9 hours ago
    jayandkelly@bellsouth.net jayandkelly 9 hours ago Flag

    We expensed over 1 million in legal fees in Q2. Please show where they are delaying recognition.

  • Is anybody able to offer an opinion about this issue?
    As far as I remember ATRS keeps the legal costs as an asset which are not (yet) expensed.
    At some point they have to make a loss recognition of about $1.9M.
    How long is legal to keep the expense capitalized and delay reporting it as a loss?

  • Reply to

    Article On Competition

    by cacheflash57 Jan 30, 2015 9:58 AM

    Interesting financing for UNIS provided by one-time institutional ATRS investor, OrbiMed. Around time getting out of ATRS, busy lending UNIS up to $60mm. Once you read terms, you may appreciate risk/reward v ATRS. Implied interest rate of 17.5% + repayment principal premium of 6% + sliding royalty streams on sales of 2.5%, then 1%, then 0.5% over $100mm in sales. Min buyout of $6.7mm increasing to $20mm for the royalty agreement. Expensive financing paper to be sure and looks like the latest stock offering won't be the last

    Sentiment: Hold

  • Reply to

    Institutional ownership

    by nammuang Jan 30, 2015 8:07 PM

    exactly, well said:
    "...it really doesn't matter who owns the damn shares, but it says something about the job he is doing"
    ... or not doing for that matter.

  • Reply to

    andre_y_mb posting garbage.

    by nammuang Jan 30, 2015 8:58 PM

    Careful andre the ATRS management team might red thumb you.

  • Reply to

    andre_y_mb posting garbage.

    by nammuang Jan 30, 2015 8:58 PM

    Loko'
    I will have a look, cant do a name change, it's my wife's family name, it would just be to expensive :o)
    I might try to trade her off to atrs_lurker but I think him and andre has got a thing going so he's probably not interested.

  • Reply to

    andre_y_mb posting garbage.

    by nammuang Jan 30, 2015 8:58 PM

    loko
    excellent research but wrong thread.
    In this particular thread nummugang is tying to beat his previous record of replying to himself 21 times. So please do not disturb his humble effort.

  • Posts this.
    "Nammu lost it
    I wish there was a way to block all his IDs. "
    Well, I only have one ID.
    Lurker you came up with the namNmuang ID...wonder why? And then your friend andre suggested you'll change it, so you did, to atrs_lurker. I had suggested for a long time that you should change to an ID that was a bit more original than pretending to be another poster.
    How close is your friendship with andre? are you by any chance Siamese twins?

  • Reply to

    andre_y_mb posting garbage.

    by nammuang Jan 30, 2015 8:58 PM

    Loko, you are allusive in your details about your excellent DD you do, were you in the CIA before. :-)

  • Reply to

    What's your view of the general market.

    by whogo70 Jan 30, 2015 10:10 PM

    Till the fed has raised interest rates a couple of times, the market will do ok, or historically it has. The fed is also worried about deflation, with all the debt that is still out there, it is not gone. The deflation spiral was the only reason for the fed to bloat their balance sheet and drive interest rates to these levels. They knew that the country had to go into risk assets and drive up all classes of assets. jmo

  • Reply to

    What's your view of the general market.

    by whogo70 Jan 30, 2015 10:10 PM

    Intellectually speaking one would have to speculate that the general market will either go up, or down, or stay flat, but argumentatively speaking, guess one could say the same thing........but as for ATRS, in which posters are cursed and condemned for discussing on this fine YMB controlled by the whogo types.........it will go up, up, up.........yea haw......booyah and whoya...........ATRS will ROCK.........

  • Reply to

    What's your view of the general market.

    by whogo70 Jan 30, 2015 10:10 PM

    to my dear andre-redthumber-fanclub (I borrowed the expression from Loko)
    why do you disagree? Isn't it the concept of the ATRS AI covered precisely by the new initiative to lower the health care costs?
    1. Right drug - do you agree that injectable MTX is the right drug to bridge to biologics? It lowers the costs by delaying the biologics, exactly as it is the intention of the initiative,
    2. Right patient - another hit - only the pts. which do not benefit anymore from oral MTX
    3. Right dose - what is better that prefilled AI with the precise dose?

    This 4 reds just confirm my theory about folks here with RTRD (Red-Thumb-Reflex-Disorder). But why only 4? There have to be at least 6 diagnosed with this disorder on the board? What the other two are doing? Still sleeping in Afghanistan or Taiwan?
    Common folks, wake up and complete your mission. ATRS price on Monday depends from your redthumb-diligence.

    I noticed that whogo got also 4 reds. Just curious - is it the same set of folks or we have different population in the whogo and andre redthumb-fanclubs??

  • Reply to

    andre_y_mb posting garbage.

    by nammuang Jan 30, 2015 8:58 PM

    nammu, replying to yourself ?.....ryman can tell you all about those alias's that start replying to themselves....they go loko......

    Anyhow Nammu....Now is the time to ask loko for an update on ..... Uman and Abbott.... well actually neither of them exist anymore per-se.....but it would appear, that the way it stands, there is an increase, the speculative probability, of getting Otrexup marketed in the great land of ice hockey....

    Better yet don't ask...., look for yourself ... then you can post some info directly related to ATRS, and you will deserve all those reddies you get... for doing such a distractive thing.......trying to discuss ATRS related issues on the ATRS YMB.....what is this YMB coming to....

    So have fun......Uman no more......The Mang in Uman spy.......Nammuang ....... will need an alias name change...

    ATRS will Rock....et......to 5 bucks and beyond.........no problem...a piece of cake.....actually an Epic piece of Cake...

    P.S. What is with all those missing posts.......is everyone pulling a loko?.......Hey at least the other loko alias, posts meaningful hard copies on SA for the record............but then there is that crazy, or crazies, alias hanging around..such as.... PsychoSuzzie... OldrepostingNut.....CopycatBlues......StealyourAlias .....ScreamingJean... . MeanstalkingJoe ................so more power to ya.....and thanks for stopping by.......delete

  • Reply to

    What's your view of the general market.

    by whogo70 Jan 30, 2015 10:10 PM

    I believe we are in correction mode now and people don't realize it's masqueraded one day up
    two days down .Quality cos. Paying nice dividends will probably the only ones to hold.Cramer says
    there is always a bull market somewhere. Hey we could short the market when things start to tank,
    hedgies do it all the time.

ATRS
2.34-0.04(-1.68%)Jan 30 4:00 PMEST

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