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New Media Investment Group Inc. Message Board

hopefully_right 60 posts  |  Last Activity: Jun 30, 2016 8:27 AM Member since: May 27, 2013
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  • hopefully_right by hopefully_right Jun 30, 2016 8:27 AM Flag

    Just listened to Chris' CEO Company Exec Online presentation and found it to be misleading. He states what makes Soligenix unique is the $57 million of government contract funding which would make one believe that this is the amount left (available) for future funding, but according to the March 2016 10Q: The Company has up to $40.3 million in active government funding still available to support its associated research programs through 2016 and beyond.

    Government funding makes Soligenix "unique"? Are you kidding me. The US Government funds many companies.

    No mention of SGX942 in the presentation. Chris talks up the P3 clinical program for Ped Crohn's disease but will probably not see the light of day. This study has been delayed for years, but instead management buys SGX301 that sat on a shelf for 5 years before Chris bought it from his buddy.

    SNGX draws similarities to GALE which imploded yesterday. Management continues to be less than honest with investors, IMO.

  • Mr. Joseph Warusz, who has served as Vice President, Finance and Acting Chief Financial Officer since February 2012, will be retiring from the Company effective June 30, 2016. On behalf of the Company and its Board of Directors, we would like to thank Joe for his many contributions during the past five years.

    Management "announced today that it has appointed Karen Krumeich, as its Senior Vice President and Chief Financial Officer. Ms. Krumeich has over 25 years of diverse experience in the financial and strategic management of emerging growth life science companies. She has a proven track record and expertise in corporate financial operations, equity financings, and business development, including partnerships, mergers and acquisitions."

    Interesting development given all the catalysts in 2H 2016 (as reported by management) for Joe to leave now. Considering the timing and lack of transition, it feels like Joe was given the boot. The timing is certainly poor for him to be leaving before completing the second quarter SEC 10Q filing. This was not smart planning on management's part, in my opinion. Shorts could have a field day thinking up the scenarios why you would have the head accounting guy leave before completing the quarterly financials.

  • Reply to

    Keytruda trial still halted

    by pentech50 Jun 15, 2016 4:31 AM
    hopefully_right hopefully_right Jun 15, 2016 10:24 AM Flag

    A protocol amendment was submitted according to the Q1 financial results PR below. HALO is awaiting feedback. The more garbage and misleading information you post, the more confident I become in my investment in HALO.

    Advancing into the second dosing cohort and recently submitting a protocol amendment in its phase 1b study of PEGPH20 plus KEYTRUDA® (pembrolizumab) in lung and gastric cancer patients. The company submitted the protocol amendment to the FDA based on bleeding events observed in heavily pretreated relapsed gastric cancer patients. These events were not classified as dose limiting toxicities or determined by investigators to be related to PEGPH20. Halozyme is awaiting feedback from the FDA and plans to resume enrollment in the second dosing cohort following approval of the amendment.

  • hopefully_right hopefully_right Jun 10, 2016 11:40 AM Flag

    If there was going to be a surprise, why do it far, far away? Is it possible that the abstract was submitted to other conferences, but not accepted? It does sound far fetched, but why travel 10,600 miles on a 25 hour flight with a 14 hour time zone difference from the east coast of the US to present for 10 minutes at a small conference? Sonis is presenting there, too, but still, Australia and not even Europe? I could not imagine presenting under these travel conditions without being there several days in advance of the conference. When I looked at the number of exhibitors at this conference, it was very small. I guess it is a slow time to have two key employees away for this length of time. A good time to tack on vacation, since how often is one in Australia. Whoever attends will be on the cusp of qualifying for Silver Medallion level on Delta :-)

    Yes, there are workshops that they can attend, but I also do not recall a PR that anyone attended this conference in the past, even when it was held in Miami, FL in 2014. It is hard to believe that there is not a conference in the US that would have given SNGX more exposure and bang for the buck than this one.

    It appears that the PPS bump is due to Sheff from IH who thought SNGX is a good trading stock. The bump though was not much.

  • Reply to

    GS Conference was very informative...

    by crecy_war_knight Jun 9, 2016 2:01 PM
    hopefully_right hopefully_right Jun 9, 2016 8:32 PM Flag

    It was a good, informative call, but it confirmed what I have read that sales will be slow. Estimate for 2016 is $16M. Long term drug may be a blockbuster, but absent a takeover, I think that the PPS is rich. The fact that they even participated in the conference leads me to believe that if there are suitors, a buyout will not take place in the short term. Good luck to you!

  • New Residential's ratings reflect the company's strong capital position, above average profitability and moderate potential volatility of cash flows. The ratings are constrained by the company's reliance on Nationstar Mortgage LLC (B2 stable) and Ocwen Financial Corporation (B3 negative) as virtually all of the loans for which New Residential owns the economic interest in MSRs, the company's primary business, are serviced by them.

    New Residential's tangible common equity (TCE) to total tangible assets (TMA) of almost 20% and net income to average managed assets above 2% compares favorably to its B1 peers. In addition, as a large percent of its mortgage servicing rights (MSR) are credit impaired loans, we expect the company's cash flow volatility to be moderate due to modest interest rate sensitivity. The company's high reliance on short-term secured funding for its investment portfolio limits its financial flexibility.

    The stable rating outlook reflects Moody's expectation that New Residential will be able to maintain its solid financial performance and strong capital levels without a material weakening in its liquidity profile.

    The ratings could be upgraded if the company reduces its reliance on Nationstar and Ocwen or the company reduces its reliance on short-term secured funding while maintaining solid profitability with net income to average managed assets above 2.0% and strong capital with TCE to TMA above 15%.

  • NEWM performing well. As management continues to report good operating results consistently and makes accretive acquisitions PPS should continue to march higher. GL!

  • Reply to

    OS data looks unconvincing

    by pentech50 Jun 4, 2016 11:19 AM
    hopefully_right hopefully_right Jun 4, 2016 11:52 AM Flag

    The exploratory analysis of median overall survival (OS) was similar between the treatment arms -- 11.8 months vs. 10.9 months in the PAG vs. AG arms respectively. Factors potentially having an impact on these results include less aggressive disease among patients in the AG arm and a greater than 40 percent discontinuation rate of PEGPH20 treatment at the time of the clinical hold, resulting in all patients receiving AG alone in both arms;
    The rate of thromboembolic (TE) events reduced from 43 percent to 9 percent in the PAG arm and from 25 percent to 6 percent in the AG arm with the introduction of prophylaxis with low molecular weight heparin (enoxaparin) from Stage One to Stage Two of the study.

    "We are encouraged by the positive trends in this final Stage One dataset, even with PEGPH20 treatment being discontinued for more than 40 percent of patients in the PAG arm due to the prior clinical hold," said Dr. Athena Countouriotis, senior vice president and chief medical officer. "The safety profile continues to show the benefit of prophylactic enoxaparin use and the dataset continues to support our ongoing phase 3 study."

    Management is encouraged and you well........we know what your purpose is.....FUD! Back to your blackhole, but it is not space you climbed out of.

  • Reply to

    New SEC filings

    by ca_95032 Jun 3, 2016 9:22 AM
    hopefully_right hopefully_right Jun 3, 2016 1:49 PM Flag

    Mr. Randal J. Kirk (“Mr. Kirk”), Third Security, LLC, a Virginia limited liability company that is controlled by Mr. Kirk (“Third Security”) and New River Management V, LP (“NRM V”), a Delaware limited partnership whose general partner is managed by Third Security (together with Mr. Kirk and Third Security, the “Reporting Persons”) are filing this Amendment to disclose the distribution of 1,326,320 shares of Common Stock in connection with the liquidation of New River Management IV, LP, a Virginia limited partnership whose general partner is managed by Third Security (“NRM IV”), at the end of its term, pursuant to its Agreement of Limited Partnership dated May 31, 2006 and amendments thereto. In connection with such liquidation, 782,184 of such shares are being distributed to entities under the common control of Mr. Kirk.

    Simple english - 1,326,320 shares are being distributed from a partnership that previously was deemed to be under Kirk's control. 782,184 were distributed to entities still under Kirk's control while the remainder was distributed to other parties. After these transactions, Kirk beneficially own 19,315,403 shares, or 15% of HALO. The New River Management V, LP and Third Security shares are included in the amount report under Kirk.

  • Reply to

    HALO @ 2106 ASCO PEGPH2

    by aqnguyen May 31, 2016 10:07 AM
    hopefully_right hopefully_right May 31, 2016 11:45 AM Flag

    JUNE 3-JUNE 7, 2016
    2016 ASCO Annual Meeting

  • Reply to

    M&A is Alive & Well....JAZZ BUYS CPXX

    by hopewillhelpyou May 31, 2016 7:38 AM
    hopefully_right hopefully_right May 31, 2016 8:03 AM Flag

    Pump aaaaaaaawwwwwwwwaaaaaaaayyyyyyy...

  • Reply to

    Ms. Falberg - Board of Directors

    by ca_95032 May 29, 2016 10:17 AM
    hopefully_right hopefully_right May 29, 2016 4:01 PM Flag

    Thanks! You, too.

  • Reply to

    Ms. Falberg - Board of Directors

    by ca_95032 May 29, 2016 10:17 AM
    hopefully_right hopefully_right May 29, 2016 2:07 PM Flag

    She is no longer on the board and was not up for reelection until 2017, so I do not know what happened,either. She was on the board for over 9 years. An SEC 8K filing should be made this week, most likely Tuesday.

  • Reply to

    Boys Club thoughts

    by jserper May 21, 2016 1:29 PM
    hopefully_right hopefully_right May 22, 2016 5:17 PM Flag

    It would not make sense that Chris would not want Kirk's involvement. Kirk could have had a representative on the board, but never made the move. Kirk's warrants get repriced when there is a SO, I am not sure what happens when the shares are sold to Lincoln. Kirk's investment continues to put a premium on SNGX's PPS. To sell 3.3 million shares in such a lightly traded stock would be devastating to the PPS. If he sold the price would spiral down so low, it wouldn't be hardly worth it to him to sell. Moreover, if he sold, he would be admitting that he made a mistake which would be a blow to his ego and his reputation with investors. Better to let it sit there forever, if needed. As I said all along, his silence and no actions speak volumes.

    Chris' actions to keep all his employees paychecks coming aligns with his job to keep SNGX solvent. Is he the best person for the job? No. Should he be replaced and restore some credibility with investors? Yes He is not committing fraud as some accuse him of. He can hide behind the safe harbor clauses that accompany anything that he says or is in writing.

    SNGX is a development stage company that has a high element of risk. Higher than other companies in the same shoes? Well, that is what you the investor has to decide.

  • WASHINGTON–Mosquitoes carrying the dangerous Zika virus are expected to begin infecting Americans within the U.S. in the next “month or so,” the government’s top infectious disease expert said Sunday, as officials race to prevent a widespread outbreak of the virus that is believed linked to birth defects.

    Ring...ring ...ring...Hello, this is Oxitec, how can I help you?......

  • hopefully_right hopefully_right May 22, 2016 4:35 PM Flag

    Thanks! I am not sure how they gather this information or how often it is updated, since the institutions only report their holdings to the SEC on a quarter basis. There can be double counts even when using the SEC data reported in the 13F filings, so it is possible the same thing could happen here. The only thing that matters is NRZ is higher! GL!

  • Reply to

    Boys Club thoughts

    by jserper May 21, 2016 1:29 PM
    hopefully_right hopefully_right May 22, 2016 10:54 AM Flag

    I do not know how many other readers are smirking after reading your post, but I find it to be utterly ridiculous for you to think this. Kirk's investment gave SNGX a lot of credibility at the time and the stock moved up accordingly. I hate to think where PPS would be today, if Kirk's investment was not known by investors.

  • hopefully_right hopefully_right May 22, 2016 10:42 AM Flag

    I am not sure what point your data is referring to, but typically the data is reported on a quarterly basis. I get my information from the NASDAQ site. Based upon the data reported by institutions as of March 31, Institutional holdings fell to 64%. PPS on that day was $11.63. By the time we the retailers get this information, it is already stale. We all know that hedge funds have been selling shares in their holdings due to redemptions. I am sure NRZ was also impacted, but as we also know NRZ is much higher today. We'll see who the buyers have been.

  • hopefully_right by hopefully_right May 18, 2016 11:24 PM Flag

    No investor conferences, no posters, or abstracts at medical conferences, no new analysts, no earnings calls, no investor day...we chillin. Pssst, we're negotiating deals, big deals, but I've said too much already.

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