appears we have unchartered territory of $25.XX resistance that RGEN has been unable to close and
hold......its never easy and sometimes takes 2-3 attempts to break through.....we wait but like the action.
bio - as many of us anticipate along with earnings and Opus 60 - CAN'T WAIT FOR ANOTHER
ACQUISITION......AND DETERMINE IF ITS SMALL MED OR LARGE.
is 4.2M / 15.2% - not insignificant......any comments?
If we enjoy a good Q - good Opus sales - good growth - maybe even an acquisition......could see
a short squeeze!! Wouldn't that be something!
Short numbers never matter to me. I am in for the long haul, and % short doesn't impact the quality of the company a bit.
But, 4.2 M is about average over the last year.
whatever the short ratio we will still see heavy selling pressure at these levels due to the technical traders (P/E ratio etc). Overall good mgt is the greatest asset for long run.
we have seen 3 out of the last earning reports cause a dip in share price so this should be interesting.
The good news is we have rebounded after each dip / some took time. Would not be surprised if we test $20ish again.....
HOPE TO BE TOTALLY WRONG.
Just something to consider: will RGEN incur any unexpected termination costs related to shutting down the Pfizer program? Also, will RGEN announce lowered full year and following year earnings due to Pfizer termination?
I think that earnings will be released on March 13 or March 20 - the usually report on a Thursday.
The recent SEC filing suggests a delay, beyond the first week of March:
Repligen Corporation (the “Company”) intends to file its Form 10-K with the Securities and Exchange Commission as soon as practicable, but no later than March 17, 2015. The Company moved to a Large Accelerator Filer (LAF) for the first time in 2015 and is unable to meet the LAF due date of March 2, 2015 without unreasonable effort and expense, due primarily to the ongoing integration of the business of Refine Technology, LLC, which it acquired in June 2014, into its facilities and financial systems. The Company requires the additional time to finalize its financial statements for fiscal year 2014.
RGEN will not announce lowered guidance based on the PFE termination; they project product revenue and glboal expenses only
Please read the SEC filing that addresses this. There is no bad news with this delay.
BioFlash was 3/10" Opus 45 (2014) and Opus 60 (2015) are direct benefits
Refine 6/14, with integration essentially complete 2/15, and new products in H2 of 2015
Thanks for asking, though.
Thanks for clarification! Hope it's next week, though.
The only times I've seen earnings announcements scheduled for Friday is when they need the weekend to keep the price from totally collapsing.
Will be interesting and exciting.....guidance as important as numbers....but 3 out 4 earnings were not
great for share price so we wait.....some may bet against this short term trade but long term would never
bet against beloved RGEN! Would not be surprised to see a dip and then next week and announcement
of acquisition that would more than make up the dip.