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Pacific Biosciences of California, Inc. Message Board

iamdeebo831 77 posts  |  Last Activity: Feb 12, 2014 1:29 PM Member since: Oct 4, 2012
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  • Sources familiar with Microsoft’s plans tell The Verge that the company is seriously considering allowing Android apps to run on both Windows and Windows Phone. While planning is ongoing and it's still early, we’re told that some inside Microsoft favor the idea of simply enabling Android apps inside its Windows and Windows Phone Stores, while others believe it could lead to the death of the Windows platform altogether. The mixed (and strong) feelings internally highlight that Microsoft will need to be careful with any radical move.

    "Strange bedfellows: Microsoft could bring Android apps to Windows" on TheVerge

  • iamdeebo831 by iamdeebo831 Sep 19, 2013 9:57 PM Flag

    You know how I know this company ain't going under?

  • Great news for svnt shareholders looking for future growth.

  • iamdeebo831 iamdeebo831 Jul 1, 2013 4:50 PM Flag

    They said they would announce the results at a conference of some sorts. So I would look to see what upcoming medical/pharma conferences there are.

  • Would not be surprised to see partnership announced in the coming weeks. Theres no need to fire the CEO if the BOD is gonna sell the company. You fire Ferrari to quell concerns potential partners had about mr. Diarreah mouth.

  • Reply to

    Savient Website is Up w/ two new IR Document Updates

    by kg2931 Jun 12, 2013 12:56 PM
    iamdeebo831 iamdeebo831 Jun 12, 2013 1:54 PM Flag

    "Form SC 13G/A
    Amended Statement of Beneficial Ownership

    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following: [X] "

    In other words Capital Research Global Investors sold all their shares, on May 31.

  • Reply to

    Gapping down

    by totalpackage510 Apr 17, 2013 9:35 AM
    iamdeebo831 iamdeebo831 Apr 17, 2013 11:31 AM Flag

    Aren't you the same guy who came on here months ago talking about how SVNT shorts were about to lose their grip? How they got too greedy? How you and your "team" had identified MMs and their manipulation and were helping FINRA investigate? How we should expect an investigation soon?

    You are a complete joke

  • iamdeebo831 iamdeebo831 Apr 11, 2013 11:56 PM Flag

    Im not short im long avg in at 1.01. You have no reason to believe svnt isa candidate and barclays own criteria omits them from being a candidate. In other words it would be against the law for barclays to add svnt to this index.

  • iamdeebo831 iamdeebo831 Apr 11, 2013 9:06 PM Flag

    it is there but it has nothing to do with Savient. No idea why Ihub has that SVNT info before the actual prospectus filing, but if you go to EDGAR online and look at the actual prospectus, you'll realize it has nothing to do with SVNT. Here is your big clue:

    "With respect to a calendar month (the “relevant month”), the Index Selection Agent shall determine a list of stocks according to the six criteria set forth below based on the relevant data as at the close of business, New York time, on the last index calculation day of the month immediately preceding the relevant month (the “index portfolio constitution date”):

    First, in order to be eligible for inclusion in the basket, a stock must be both (1) a member of the Russell 3000® Index as of the most recent year end and (2) traded on at least one major U.S. stock exchange as of the relevant index portfolio constitution date. Any stock which does not meet both these criteria will be excluded.

    Second, [b]the Index Selection Agent then creates an initial list of stocks of companies that have made at least one buyback announcement in the three months prior[/b] to the relevant index portfolio constitution date. Such stocks constitute the “eligible universe”. The Index Selection Agent considers only “open market” buybacks involving common stock. The company making the buyback announcement should not be a target of a pending acquisition for all outstanding shares (friendly or hostile). In the event of multiple share buyback announcements for the same company, only the first announcement is considered.


    Third, [b]the company making the buyback announcement should have minimum (i) market capitalization of $500 Million[/b] and (ii) annual share trading volume of 15 million shares. The shares of any company that does not meet these criteria are excluded from the eligible universe. "

    Has SVNT ever announced a buyback?
    Does SVNT have a market cap of at least $500 million?

  • iamdeebo831 iamdeebo831 Apr 11, 2013 8:51 PM Flag

    there is no reference to savient in the Barclays prospectus. You just added savients info to the top of the barclay prospectus.

  • Reply to

    post effective amendments of 1 april 2013

    by retsoz Apr 3, 2013 6:37 PM
    iamdeebo831 iamdeebo831 Apr 3, 2013 8:24 PM Flag

    The registration statement authorized svnt to sell securities "from time to time" up to $100million worth. The post amendment rendered all shares unsold since the original reg statement as off the table.

    So in order to sell any more of any kind of securities the company would have to submit another reg statement

  • Apparently the board and mgt have a reason to believe their finance are fine.

  • Reply to

    My CC notes

    by danevansrealtor Mar 20, 2013 9:08 PM
    iamdeebo831 iamdeebo831 Mar 20, 2013 10:45 PM Flag

    Heres my take on partenership a nd NIce. Management has already received miltiple offers. All those offer are lowballed bc they were either waitin for nice guidance or came after initial gudiance not recommending krystexxa. Now heres whats importantvto note sbout NICE and krystexxa. First off NICE is not merely some uninterested 3rd party observer. They are in the business of negotiating prices lower.

    The two things NICE noted were the cost and long term safety of krystexxa. First the cost. NICE estimated avg 6 month treatment for K would be $35, 000. A ridiculous number considering how K has been used. Second safety, eg infusion reaction, and long term safety. Savient has already demonstrated the long term safety of K, and published the abstract a few months ago. As for infusion reactions. NICE noted that reactions were unpredictable. As explained already this was bc in clinical trials, the uric acid levela were concealed. Such that patients who responded positively were continued given K. Later trials showed that when patients dosage was adjusted or stopped, based on u ric acid levels infusion reactions droped by 2/3 to under 8%.

    To state briefly all of NICE's concernd are either unfounded or have been addressed. I have no doubt NICE will recommend K within its label. Savient is smart to hold out from accepting offers until NICE finalizes its guidance. In the end it will mean a lot more value for svnt.

  • Essentially K works incredibly well. So well patients often only receive 1 or 2 doses. Yet Ferrari seems hesitant to talk about this fact. "Well, what I will say is this. The efficacy of the drug is such that physicians may see results and discontinue prescribing it." and "I don't want to get into anecdotals."

    Why the hell not. Talk about how incredible this drug is. How it transforms the lives of people who are so debilitated by gout that they can barely move their limbs.

    Another thing is the EU partnership. Just quit talking about it. Every time he talks the prospects of it are "short-term", "near-term". End of 2012. Beginning of 2013. Now its likely to depend on the guidance from NICE which isn't expected til end of April. While I have no doubt a partner will be found, the constant stringing along of an imminent deal is making you lose credibility.

  • Last quarter's increase in revenue was said to be about half price increase and half new accounts.

    The price increase should further be realized in tmws report as due to priciing agreements the effects of an increase take months before they show up.

    Continued growth in accounts should increase at an accelerated rate as those doctors prescribing see the drugs results. Plus the continued educational campaign by svnt, admittedly the lack of such crippled the initial launch, should also contribute to account growth.

    The reorganizational plan should show us significant cost decreases as it took effect in september. Management predicted a $45-50 million in annual savings by 2013. Which is over $12mil. a quarter. Even if only have of that were recognizdd in 4Q12, that would represent very significant savings.

    So not even considering SOBI, europe, label extension, etc.. we should be seeing good news.

    Prediction: .38 eps

  • Reply to

    word has leaaked

    by tarheeltrader1 Mar 18, 2013 7:15 PM
    iamdeebo831 iamdeebo831 Mar 18, 2013 7:40 PM Flag

    after hours up .05 to .92.

  • iamdeebo831 iamdeebo831 Mar 14, 2013 2:23 PM Flag

    Well theyve slimmed the company to save on expenses. That should show up in the report on tuesday. On revenue side theyve added potential revenue from sobi deal, should add revenue from EU, and domestic revenue has continued to and is expected grow. So thats not even banking on any other opportunities like label expansion or other foreign markets.

  • Call/Put Highest % volume changes: Calls: $SVNT, $SQQQ, $TM, $JBLU, $NEE. Puts: $EFA, $UCO, $TJX, $EPI, $RYL

  • Reply to

    Huge Form 4 - Insiders Loading Up

    by richardboy316 Mar 7, 2013 5:03 PM
    iamdeebo831 iamdeebo831 Mar 7, 2013 11:57 PM Flag

    They didnt get "free" stocks. They were given options to buy at a certain price at certain times.

  • Reply to


    by mbusser56 Mar 5, 2013 8:16 PM
    iamdeebo831 iamdeebo831 Mar 6, 2013 10:01 AM Flag

    There is no doubt a combination deal in the works. Details of announced SOBI deal are dependent on results of negotiation with a 3rd party. Seems like a deadline for that agreement to be reached has been set or earnings date would not have been announced. BOD was not going to let another conference call go by without having partnership deal ready to announce.

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