If you look at the source of ALNY revenue, you'll see it is not recurring. They got some milestone payments and obviously those are not sustainable over the long term. Not to discount them entirely since they are a measure of IP development, but don't you find it amazing that for the price of an IP milestone payment, they could have bought ROSG entirely (including the cash position.)
I think you missed the ratio: market cap / divided by employee. ALNY has only about 5 times as many employees, but their market cap is about 200 times that of ROSG.
ALNY and ROSG are basically in the same science, though ALNY is working on therapuetics and ROSG is working on tests. Both are development stage companies, though ROSG actually has some products on the market. Since intellectual property is the basis of valuation, you'd think the number of scientists working is related to valuation. For ALNY, each employee is worth about $41 million. For ROSG, each employee is worth about $1 million. Seems like ROSG is undervalued, or ALNY is overvalued.
I checked the chart. There're a strong indacation that share price could go up... Or down. Wow, you can't get this sort of insight anywhere else.
One day you will turn on your computer and you will find rosg trading at over 20.00. You will look back at all the headlines and progress and all the discoveries and wonder why you never loaded the boat at these gifted prices. They are in the best position they have ever been in and the future for this company looks incredible. Dont forget where this company used to trade. Its severely undervalued with its patents and outlook. rosg will double in 2015. mark it,,
Sentiment: Strong Buy
Terrific site for any investor seeking info on companies that are flying under the radar yet still showing signs of growth- their reports are very well written and are packed with insightful info
Thanks for the link. Are you talking about the shares bought on 3/31/15 or has there been a more recent purchase?
Just glancing at their quarter report, they look a lot like ROSG: growing sales big on % basis, but still small on $ basis, gross margins good, but not great and net margins still negative. Even the market cap and cash positive is very similar. It'll be interesting to see how they perform going forward.