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Regulus Therapeutics Inc. Message Board

wbart21 7 posts  |  Last Activity: Jul 14, 2016 11:40 AM Member since: May 7, 1999
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  • yet there's been absolutely no liquidity,no volume.clearly there are a lack of sellers @ 150mm MC, but where's the sponsorship/bidding?sure hope Heath and team are planning to present at conferences again and that IR takes steps to court analyst coverage. crickets i guess until they can monetize a facility or two or the strategic process culminates in a licensing or liquidity deal of some kind. remember that guidance has been for strategic conclusion b4 eoy.

  • Reply to

    MM are playing games

    by bruiser572000 Jul 9, 2016 11:52 AM
    wbart21 wbart21 Jul 11, 2016 9:58 AM Flag

    exactly correct! apparently price will not be marked up by institutional volume until they close RC facilities and if that doesn't occur soon then I'm with md that notable markup may not come until Q 3 numbers in the fall. did the company give any color on status of strategic review @ AM? secondly, MD or gora, you guys have conservative 2016 full year earnings projections factoring in the debt payoff? i know it's somewhat difficult given uncertainty of the effect and scope of the cost containment measures expected to kick in this Q and next, but .75-$1 doable with current installed base+downsized cost structure or am I aggressive?
    just a comment.i've been in touch with company and IR requesting guidance on plan to increase visibility with investors now that we are uplisted and financials current. they likely do not have a lot of IB work to promise ,but i'd think some of our old analysts might consider reinitiations with the better visibility now. there is also the wild card that the ongoing strategic process will result in some very stock favorable action b4 EOY .will advise

  • Reply to

    Treatment-naive AML

    by carvedolol Jun 29, 2016 11:05 PM
    wbart21 wbart21 Jul 7, 2016 5:59 PM Flag

    not sure about "disastrous tanking" if 1271's not successful in the P1/P2. Very difficult indication and early stage testing.Failure is anticipated,no current pricing in of 1271 success.imo. At current market cap RIV+PFE+ cash are clearly the main value drivers .
    Agree completely that any success with 1271 in naives would cause immediate and massive mark up while a relatively muted reaction for failure next year or whenever the 1271 P1/P2 reads out occur.
    Nice to have two big horses, NEA + BVF in our stable.

  • wbart21 wbart21 Jul 7, 2016 1:31 PM Flag

    Surprised to have opportunity to add in $6s/$7s($150mm MC) on this news.Guess the institutions will wait for CCS,which I understand given the past. Need to SHOW the Street closures. I like our chances with this new team and refined sales approach together with ADES's lean current cost structure.
    You folks still think we get a business update on EC front etc this month?

  • wbart21 wbart21 Jul 7, 2016 12:58 AM Flag

    reading the 8-k it indicates the company paid off the 9.9mm credit agree. balance on June 30. A Q2 occurence. yea! They are set up nicely for Q3 & Q4 as the cost cutting really kicks in and assuming some RC and EC successes.

  • wbart21 wbart21 Jul 7, 2016 12:10 AM Flag

    This is much better than expected news.
    I can tell you that I was not the only SH concerned about a possible raise to pay the debt.The IR firm told me that they had been receiving a lot of questions about that possibility recently with the debt deadline approaching and the extension option foreclosed by their inability to close a new RC plant by June 30. So they used the lump sum and cash from operations and paid off the entire credit facility as well as a token prepayment penalty for doing so a couple days early. I love the message that sends to investors about new management team! H-ll yes.
    SH settlement fully covered by insurance.Many SHs thought ADES was taking a 5-10mm balance sheet hit on this.
    NASDAQ uplisting immediate! Guidance had been nondescript , 'sometime in 2016'.
    They obviously have market makers interested and all teed up.
    The deck is clear and balance sheet cleaned up.Get an RC closure and decent business update soon and we'll really be off to the races. It may take a quarter or two of documented financial improvement upon all metrics, but once that occurs the Street will begin focusing its attention upon us again, especially as they model out the next 5 years. Great job Heath,now let's get a significant ramp of RC monetizations.

  • on businesses and debt repayment(Friday deadline). Next week is the court approval of the SH lawsuit settlement and likely concurrent guidance from ADA wrt structure and manner of payment, specifically extent of D&O coverage for all/portion of settlement. We will probably also hear very soon about nasdaq up listing given HS's comments @ AM. a lot of updates imminent.

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