LMAO! This is a perfect example of what Monsanto calls "science-based" information...
Sentiment: Strong Buy
Good stuff fbijean. Qrvo (Rfmd) was Huawei supplier of the year at least a couple of times in the last three years. And really interesting about the mix changing to 1/3 being mid-to-high end. That's where the revenues triple to quintuple for the RF suppliers. Along with Huawei's infrastructure business, you may have found Qorvo's next 10% customer.
If AAPL is 46% of Qorvo revenues, that makes AAPL $322m of the $700m shipped Q4. If 48m is the June qtr iphone sales, down from 74.5m in Q4, that is down 35%, making AAPL drop to $208m or down $114m from Q4. That's a lot for Huawei to make up. Pick a number for Huawei, giving Qorvo 50% of marketshare at Huawei. Qorvo could be generating $50m-plus from Huawei per qtr easily enough, and the sales trajectory no doubt is being enhanced by the new mix. Still, better mix and better volumes don't compare to a $114m fall off from Apple, but the uptick from Huawei just might keep Qorvo above $600m in revenues for June qtr. First six months calendar of $1.2b keeps Qorvo in the hunt for a good growth year if back half kicks up to $1.4b. That seems to require AAPL regaining its 2014 Q3 and Q4 sales levels because the $100m shortfall per quarter is the bogeyman.
China may be the world's most interesting smartphone market.
Dirk Haussecker @RNAiAnalyst 10m10 minutes ago
.@RKDBLNK True. Important point though it that they also demonstrate subQ- in monkeys. Plus apparent manufacturing advances. $ARWR
Sentiment: Strong Buy
it over on the OTC, that's why it not a true refection of the share price. I will not buy again till it goes down to the teens. I will not play their game, this stock should be at least .50 cents by now
Obvious, the basher+impersonator has been holding a grudge against Ariad since he was fired by Ariad years ago.
Sentiment: Strong Buy
He could be right by accident? Obviously, the rest you provided serves to hold the stock price down. Seems CHK BOD has no answer for these kinds of situations.
Could anyone weigh in on how this happens now that the dutch auction is supposedly over? All of the gains are erased back to zero every day. Seems like a strange behavior and unlike most other stocks that I have observed.
My other home when I am not in Kuala Lumpur, Malaysia. I still have to travel here from KL to Bahrain and then across the "Causeway" for those who know this place.
Sentiment: Strong Sell
Someone or some people have been playing the shares for some time keeping the daytime price down at .0005 then returning it to .0006 at the end of each day. Maybe this is nothing more than a $$$ grab over a .0001 shift with a large mass of shares.
If while playing their game they force this down to .0004 or .0003 through the day, I might just grab some more.
About 17 days until 1st Q results are in. Will it be 2 Q's of sales growth?
BioMarin Pharma (NASDAQ: BMRN) announced completion of the rolling submission of a New Drug Application (NDA) to the United States Food and Drug Administration (FDA) for drisapersen, an investigational exon-skipping drug candidate for the treatment of the largest genetically defined subset of Duchenne muscular dystrophy (DMD). DMD is the most common fatal genetic disorder diagnosed in childhood, affecting approximately 1 in every 3,500 live male births with about 20,000 new cases diagnosed globally each year. Drisapersen induces the skipping of dystrophin exon 51, potentially providing a therapeutic benefit to DMD patients for whom skipping of exon 51 restores the proper dystrophin reading frame, corresponding to approximately 13% of DMD patients. The company intends to also submit an application for registration in the European Union in summer 2015.
"We believe drisapersen may offer a meaningful benefit to boys living with DMD whose mutations are amenable to exon 51 skipping. The totality of data on drisapersen contains three randomized, placebo-controlled, efficacy trials and two long term extension studies, which include some boys treated for approximately 3.4 years," said Camilla V. Simpson, Global Head of Regulatory Affairs, Pharmacovigilance. "With this application, BioMarin continues in its long-standing tradition of developing important therapies for those who are most in need. The submission of the NDA represents a significant milestone for BioMarin, and we appreciate the strong, collaborative effort of many hard working employees, investigators, patients and their families. We look forward to working with the U.S. Regulatory Authorities to thoroughly understand the data generated for this heterogenous and critically ill patient population and hopefully to bring this treatment to patients expeditiously."
Drisapersen has been granted Orphan and Fast Track status, as well as Breakthrough Therapy designation by the FDA.
DMD is caused by a mutation in the gene