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Strata Skin Sciences, Inc. Message Board

Paxmaker 19 posts  |  Last Activity: Jun 22, 2016 1:31 PM Member since: Apr 9, 2000
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  • If you haven't noticed already 3 separate hit pieces look like talking points for a short agenda. The first was the Barron's article over the past weekend indicating that OPK was overpriced due to a lot of "ifs" that need to happen, the first being approval of Rayaldee, at the time of the article seen as in the future in September or later this year, questioning whether any substantive revenues will happen, then the problems with getting the prostate 4K test adopted by the prescribing and then about reimbursement issues and getting out from under the cost of the testing company and then questions about the pipeline. Then arrived Motley Fool after the Rayaldee approval surprise with a lead headline that seemed to like OPK but then the article said, we have a better stock to recommend. Finally, today, we get Zack's starting by indicating that OPK is a HOLD and that they have a better stock. Does this sound like homework or lemmings with a different agenda? The latter, I suggest the latter. The financial impact of the early approval will be a plus and revenues from testing will accelerate. Instead the market machines want to make a short buck, it seems.

    Sentiment: Strong Buy

  • paxmaker paxmaker Jun 21, 2016 1:21 PM Flag

    I would be a bit more conservative on the prices based on the number of O/S, maybe .20 lighter for all of the ranges. Here is something to consider: FDA trails are safety(PhaseI), Application with a small group or doe range(PhaseII) then statistically significant application to a broad group of folks (Male, Female, Minority, Children) (Phase III) I don't know what the FDA will allow from Europe regarding safety, which may speed up the front part. Each phase, if successful, will bump up the price, but the delays between phases will see a price decline. Then you have the final committee recommendation after trial completion, PDUFA, and then then, if recommended, FDA approval (one recent glitch in successful trials has been problems with manufacturers of the pill or device, which, if there is a problem, results in further delays. So you need to break down your price pieces further.
    One added thing to consider is whether they will g ahead with added uses for AC5 in Ireland and thus, get the ball rolling for broader label use. That would be a price booster. Finally, there is the potential of completely different applications for self assembling peptides, classical and non classical that might take this company into major league status with the big boys/gals. Think Pfizer, Roche, Merck,etc

    Sentiment: Strong Buy

  • Reply to

    What is the Story on the Reverse Split?

    by paxmaker Jun 15, 2016 7:55 PM
    paxmaker paxmaker Jun 16, 2016 9:24 AM Flag

    You make a good point. However,they only have 67 million O/S now. A 1:25 would take them down to 2.8 million shares. Not much for trading purposes. The 1:7 Reverse would take them to 9.5 million shares and take the price to about $1.20/share.Based on the optimistic report the company just made, that might be adequate to take them on an upward c slope from here...but, I agree...with a slim margin for error .Maybe 1:10 might be safer

    Sentiment: Strong Buy

  • This was supposedly authorized in response to the delisting. 1:7 Does anyone know what their intent is to do this? The action today looked like manipulation after a "take profits" move at the start of trade. I am confused as to what happened, unless the R/S is imminent.

    Sentiment: Strong Buy

  • We need a new thread. The company's focus on accelerating is On Net installations at great margins is very positive and should really start to show this quarter, as layoff impact is included along with efficiencies. The R/S od 1:7 will exit Nasdaq compliance issues and we can focus on getting cash flow positive soon.

    Sentiment: Strong Buy

  • The PR indicating that Bosnia-Herzogovina bought the Ist new DRWI radio technology may be a clue that we are going to get good news going forward and maybe not so great loss mitigation in the 4th quarter. JMHO

    Sentiment: Buy

  • This price is a bargain at $7.37

    Sentiment: Buy

  • The conference call really indicates they have restructured their emphasis on sales of OnNet, which is underselling competitors by a large margin. 2nd quarter will see more savings from the personnel reductions and other efficiencies (e.g. reducing lease increases in old contract at renewal, etc) Sales force of 15 has improved productivity significantly. As sales accelerate in the second quarter, sales force will increase incrementally. Search for new CEO is underway, but the interim is doing a great job. Should see a nice bump up in the morning..

    Sentiment: Strong Buy

  • Look at the expenditures and the non cash charges. The overall profilele is good for their position in the first quarter. No Pollyanna here. Solid start. .

    Sentiment: Buy

  • Reply to

    Frost Sale f shaes today look like planned

    by paxmaker May 2, 2016 12:33 PM
    paxmaker paxmaker May 2, 2016 12:50 PM Flag

    What does the "D" mean next to shares in the SEC report? and "A' ?

    Sentiment: Strong Buy

  • Plip Frost reports today sale of 3,068,951 shares of OPK, but also acquisition of a number o small share lots. This leaves him with about 160 million shares. Looks like market was spooked by sale. Good opportunity to buy at a discount ahead of report of finances.

    Sentiment: Strong Buy

  • For this earnings season, I would expect Cypress to start showing some real earnings momentum upward from all of the costs associated with acquisitions.

    Sentiment: Buy

  • It should be a nice up hill climb from here. Very nice management and production plans yield record silver and gold numbers.

    Sentiment: Strong Buy

  • Reply to

    Solid Start Up Biotech With Great Product in AC5

    by paxmaker Apr 8, 2016 12:45 PM
    paxmaker paxmaker Apr 11, 2016 8:46 AM Flag

    Rather not use a name or position, but one of the members of the leadership team. The point I tried to make was that they have the required experience to advance the interests of the company thru the required review levels for approval of AC5 and successor applications and pipeline products.

  • Not sure if this is going to run much past $3.00 this year as they have a lot of O/S and just added to shares if you reviewed the latest SEC filing for them. Their self assembling peptides product has a wide potential for applications and they are starting off wisely by testing the most obvious one in Europe with a trial that should be completed very shortly. Also lining up for partnering and applying I the united States after the result of this trial goes forward for a CME Mark in Europe. I know one of the principals from his work in Mass. and he is very bright. Price per share will depend on product pricing and adaptation by the medical community and the indications from the recent upside movement that some folks active in this firs trial may have been impressed with hat they have seen Patience ere will be very nicely rewarded IMHO.

    Sentiment: Strong Buy

  • Major disappointment to OPKO Health last night as their FDA approval was scheduled for their billion dollar med Rayaldee. Approval was withheld by FDA due to problems with manufacturing at their plant in Fl where they are scheduled to make the drug. Launch could be delayed between 2-6 months depending on Catalent's response with a deadline of April 15. OPKO's stock was down between 8 and 10% this morning. Not good news for them

  • paxmaker paxmaker Mar 30, 2016 11:47 AM Flag

    This is a major format change for DRWI and will accelerate its cash flow while increasing it. Good move.

    Sentiment: Strong Buy

  • paxmaker paxmaker Mar 30, 2016 7:57 AM Flag

    Dear Friends on this board. Jus wanted to point out that that my speculation yesterday was pretty accuate, Not proud of iust sayin' I hope they can get the FDA to accept a quick review. Someone at OPK should have been on this manufacturing issue. It is a well known FDA area of interest.

    Sentiment: Strong Buy

  • On three previous tock, the result was a CRL asking for more information or
    expressing skepticism about a detail like manufacturing.

    Sentiment: Buy

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