hneiman..........the successful formula for sppi ,,, imo,,, is to let Q1 and Q2/ 2013 data do all the "heavy lifting"............ i believe the Q1 and Q2 data will be dramatic upside catalysts for sppi mkt cap. i think fusilev and folotyn and zevalin will increase penetration into the marketplace. i expect notable 2013 revenue increase above the $300 million/year........ plus a furtherance of the sppi pipeline thanks to fusilev cash cow .
repeat; fusilev at 40/mill per quarter or 65 mill per quarter .........both ends of spectrum are in fact "cash cow" status for sppi. because it pays for sppi pipeline development, averts need for any shareholder dilution, pays for increase quality and quantiy in sppi mgmt and salesforce.........etc............ SHORTY THESIS IS DEAD...........ACTUALLY SHORTY THESIS HAS BEEN DEAD per my readings......... only problem left is how can shorty exit its 27 million short shares without enduring financial calamity ?? that seems to be a problem not only for shorty but for longs as well. the funniest thing of all is that over the entire year of 2012.....if shorty had been in aapl or dozens of other "better suited securities worthy of shorting ( sppi was not one of them).........these shorties would have made a bundle of profit. instead the pps stayed in narrow range most of time and at best,,,, shorty was using high frequency trading to scalp dimes. poster joesolomon breaks down the shorty fiscal loses of last half of 2012. throw in the divy shortie paid out.
2013 should be good year for long term longs to hold and let the good news keep coming.
i am expecting new analyst notes and new raised price targets on sppi corp,,, subsequent to yesterdays q4'/2012 earning release. all just my opinion. no one should invest based on my free verse.