Recent

% | $
Quotes you view appear here for quick access.

Alnylam Pharmaceuticals, Inc. Message Board

MikeEdgar 152 posts  |  Last Activity: Mar 30, 2015 8:34 AM Member since: Jun 13, 2000
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • mikeedgar by mikeedgar Mar 30, 2015 8:34 AM Flag

    You've heard that ASPX is being bought by TEVA for about $3 billion. ASPX has 35 employees and so that comes out to about $85 million per employee. Meanwhile, ROSG has 52 employees and market cap is about $100K per employee. TEVA could have bought ROSG for the price of one ASPX employee... at a significant price over current market. BTW - ASPX is expected to lose money next year.and the price is 60 times next year's expected revenue.

  • Reply to

    FEYE is heading to 55-60 range

    by genz_2000 Mar 27, 2015 1:41 PM
    mikeedgar mikeedgar Mar 27, 2015 2:08 PM Flag

    Later today, I hope.

  • Reply to

    sick

    by darrellkwerth Mar 27, 2015 11:29 AM
    mikeedgar mikeedgar Mar 27, 2015 12:10 PM Flag

    I find that one significant difference between fossil and green fuels is that fossil fuels need to be processed (transported, refined, burned, etc.) while green fuel do not. On the other hand, fossil fuels are in a native storable condition, while green energy requires new technology to make it storable. Fossil fuels have a low upfront cost to extract, but high variable cost, while green energy requires huge upfront cost and almost no variable cost to extract.

    It is a very different economic model serving the same customer base. You might equate fossil fuel to renting and green fuels to owning. With the US being wealthy, we can afford to buy. In poor countries, they can only afford to rent.

  • Reply to

    6.60 to 5.25

    by paliuchi Mar 27, 2015 10:29 AM
    mikeedgar mikeedgar Mar 27, 2015 11:48 AM Flag

    Unfortunately, the trend is downward since fundamentals are already weak. If a company is losing money, the only thing that break that trend is news that could signal a reversal. The news in the past couple of days did not signal a reversal and so the trend continues. It happens on the upside as well. You see many companies continue a trend up long after news should have been baked in.

  • mikeedgar mikeedgar Mar 27, 2015 10:44 AM Flag

    Yup, I'm all for nuclear energy.... as long as it isn't coming from a plant in my backyard. In fact, not within 200 miles of my backyard. See the problem?

  • Reply to

    6.60 to 5.25

    by paliuchi Mar 27, 2015 10:29 AM
    mikeedgar mikeedgar Mar 27, 2015 10:42 AM Flag

    No company news? What about the SC decision on EPA setting mercury levels? How about rail transports reporting lower coal shipments? Just because someone in the BTU PR department doesn't issue a release, doesn't mean there isn't company specific news. In this case, the news is impacting lots of companies.

  • Don't think that this is a game changer, but it does show steady progress. With the increased cost of hospitalization and surgery, you want to be sure you're getting the care you need and no more. I'm seeing more and more preemptive surgeries being conducted in part due to the decisions made by some celebrities (hello, Angelina Jolie). Hopefully ROSG's and other companies in personalized medicine will change that trend.

  • mikeedgar mikeedgar Mar 25, 2015 2:54 PM Flag

    Seems that there would be a market for both service and printers, just as there is a case to be made for baking a birthday cake yourself or ordering one from the local baker. Much of it comes down to complexity and frequency of needing a custom product.

  • Reply to

    Okay 4th product launched in 2015

    by stockmulligan Mar 25, 2015 9:03 AM
    mikeedgar mikeedgar Mar 25, 2015 12:09 PM Flag

    Yup, it sure could, but since when has health care shopped for 2 for 1 specials? While it might reduce the marketing cost (1 rep talks about 2 company products), I don't see how this will have a dramatic impact on the decision to use ROSG tests.

  • Reply to

    Okay 4th product launched in 2015

    by stockmulligan Mar 25, 2015 9:03 AM
    mikeedgar mikeedgar Mar 25, 2015 10:01 AM Flag

    Product launched? Maybe, but it isn't an ROSG exclusive product. They are doing this in partnership and we have no idea of how much of the revenue ROSG gets. In fact, since this is supposed to help them market their own tests, perhaps they have to pay the partner for a portion of ROSG sales. Nice PR, but as usual, weak on specifics.

  • As I look at the list of topics, I note that nearly half are generated by folks pumping some investing service. Why do they bother? There's only about a dozen folks looking at this board certainly the regular posters don't ever click on the spam posts.

  • mikeedgar by mikeedgar Mar 17, 2015 10:39 AM Flag

    Conference call was upbeat and though I don't fully understand the science, it sounds promising and a worthwhile addition to the health care market. The potential to reduce unnecessary surgeries seems to be one of the best marketing strategies. Financials continue to be of concern, but if this company didn't have the baggage of poor past performance, I think market response would be positive.

    So my question.... why, almost as soon as the prepared presentation was over did the share price drop below 3? My guess: folks were waiting to sell if there wasn't anything dramatically new and of course selling begets more selling. Ironic, isn't it? Selling is like a cancer.

  • mikeedgar mikeedgar Mar 17, 2015 9:21 AM Flag

    Fed now seems to have yet another objective: maintain dollar value at a fair rate relative to other currencies. As long as there is no inflation, this seems like a reasonable objective.

  • Reply to

    Enough Cash 'til 2017

    by mikeedgar Mar 16, 2015 9:31 PM
    mikeedgar mikeedgar Mar 16, 2015 10:45 PM Flag

    Sorry, I meant to touch thumbs up, but my screen is so small it slipped over to the TD. Even with $24 million in sales in 3 years, I still don't see how they can turn a profit or be cash flow positive. This past year they increased costs more than revenues and while the pace of increase might decrease, you can bet it will go up in the next 3 years.

  • Reply to

    Enough Cash 'til 2017

    by mikeedgar Mar 16, 2015 9:31 PM
    mikeedgar mikeedgar Mar 16, 2015 10:38 PM Flag

    Unfortunately cost of revenue equaled revenue this year. That doesn't pay for R&D, marketing, administration, etc. Until they can sell their tests for more than it costs to process them, there is no possibility of being cash flow positive, regardless of the cash balance. Note that their gross billings are substantially more than revenue. My guess is that insurance companies are negotiating a lower net price. The only time they get the gross amount is when someone pays out of pocket, i.e. wealthy and uninsured.

  • mikeedgar by mikeedgar Mar 16, 2015 9:31 PM Flag

    OK, sounds good. However, wouldn't we prefeer to read "cash flow positive in 2017?" The implication is that they won't have to sell any more shares for about 2 years (other than what they've already contracted to sell.)

    Nice to see 100+% increase in revenue, but even with that they haven't captured 1% of the market for their diagnostic tests. How long does it take to get 10% of the market? If sales continue to double every year, it'll take about 4 years to get it to $16 million. I'm patient, but not that patient.

  • mikeedgar mikeedgar Mar 16, 2015 9:12 PM Flag

    That hardly made up for the increase in management and administrative expense. Wait, the revenue was all used to pay for the processing of test samples. Note also that there was no explanation of the source of revenue. Was it samples processed or did any of it come from the "partners?"

  • ROSG reports tomorrow. In the spirit of March Madness, does anyone have a year over year sales estimate? Over the past 2 years they've doubled each time. Last year it still didn't pay KB's salary. Will it be $800K or better? More importantly, will gross margins actually be positive?

  • Reply to

    buy buy buy

    by whartonmba99 Mar 12, 2015 1:54 PM
    mikeedgar mikeedgar Mar 13, 2015 2:56 PM Flag

    Wow, incredible insight. You must be one of those high paid analysts. Thanks for sharing. We couldn't gotten this sort of advice even with a million dollar account.

  • Reply to

    buy buy buy

    by whartonmba99 Mar 12, 2015 1:54 PM
    mikeedgar mikeedgar Mar 13, 2015 2:54 PM Flag

    Sorry, I didn't realize that this board didn't allow humor. I'll be more careful next time.

ALNY
105.785-1.995(-1.85%)11:50 AMEDT