Opposite from you - I don't know much about the technical side
of stock movement - But from the little I do know - and from what
friends who know the various levels of support and resistance -
charts and moving averages, etc. tell me - We are very over-sold and
due for a very significant bounce from here.
I do follow the fundamental side very closely.
While some here work hard, and are reasonably good, at predicting
unannounced products, events, etc.
I invest based on what I know - not what I think will happen:
and I know that ATRS has everything aligned to sell at a much higher
share price; next week, later this year - and grow for several years to
Some here are constantly, and rather foolishly, telling management how
they should run the business. If I didn't like how executives ran a company
in which I was invested - I would immediately sell my stock. Of all of
the important ingredients for success - honest, capable management is
probably # 1. I am totally comfortable and happy with ATRS' management.
Critical to our long term (and short term) success is approval of Otrexup.
Approval will fairly dramatically increase share price as it will validate
management and confirm the transition from a licensing company to a
Specialty Drug Company. It will also serve as proof of concept for QST
and QSN. Approval will set a floor under the stock, from which it will rise
with launch and advancement of several other products and things such as
an international licensing deal for Otrexup.
By then we should most probably have approval for TevTropin 10mg. -
and with that affording nicely higher sales of TEVA's HGH - with
gelnique selling briskly by then - with revenue from sale to TEVA of
epi-pen devices - with MEDA's marketing of Elestrin; we should be
profitable- and if we are not it is only due to exciting projects moving
forward which are a greater investment in ATRS's (and our) future.
And with a strong balance sheet and no debt, we can be reasonably sure
there will be no financing's that will, temporarily, blunt the rise in our
Important to note:
Any rejection of Otrexup would be very painful and a delay would be
unpleasant - And approval is one of the "slight" unknowns and something
no one can predict with absolute certainty.
That said - I believe the chance for anything less than a timely success
is not only "slight" - but not worth a minute's loss of sleep.
I believe management (while they are required to answer to the board
of directors, and not the shareholders) are working strictly on behalf
of the shareholders and they have our interest foremost in their minds.
If they have news that is not released, I trust them - that to release
news prematurely could jeopardize a project and could hurt us in one
of several ways - mostly by giving away a competitive advantage.
If the Copaxone's and the Male Contraceptives - and the buyouts
happen - great: Icing on an already very rich cake -
All in all - The facts are so plain and obvioius, and to date not one single
person - here or anywhere else, has given me any reasons why I am wrong
and why ATRS will not prove to be a sensational investment.
Some have (maybe rightfully) said that our stock is stalled and frustrating.
No one (from time to time) feels this frustration more than I:
Then I remember that I bought some stock at under $1 and even with some
purchases over $5 I have a very decent profit already. I am aware that,
especially in the small cap arena, prices are often not consistent with
value or the rather obvious future of a company. That I still am buying
stock at these bargain prices - whenever I have available cash -
And when I think of these things - any frustration melts away.
ATRS is a stock for now and for the decade. On one owning - holding-
accumulating ATRS - and who has the courage of their convictions to
ride thru these