Pro - VPHM Vanco sales in today's earnings release did not fall, and projected Vanco sales haven't dropped either. If the market hasn't gotten larger, Optimer's US sales can't be 'out of the park' except for possible initial pipeline filling.
It's rare, but this happens with all data centers, not necessarilly due to power outages. Obviously the bank has to point fingers at IBM to keep their customers happy and not blaming them, but you won't see any company break a contract or quit using IBM because of a single outage. I've worked for companies where a non-IBM company ran the data center and the air conditioning went out and the temperature almost immediately went to over 120 degrees in some equipment. Everything had to have an emergency shutdown. Not a good thing, but it's a very complex environment and the systems groups understand when it happens on a very rare occasion. (The customer wasn't happy, but didn't break a contract). So, OMG! This is almost assuredly a non-event as far as contracts go!
The way I read it was that the cost to Medicare was over a billion, not the cost of drugs. This would include hospital rooms, nurses, doctor visits, and all other costs associated with the disease. A better estimate of the total drug cost would be if you were to look at VPHM's annual sales for Vanco and bump it up a little for other drugs that are used like metro, etc. Keep in mind that their numbers are only for the US. Not saying your guess is wrong, the 20% may get it in the ballpark, but I think the total drug costs would be closer to $200-400M per year in the US rather than in the billions.
I'm sure you weren't being serious, but you actually may be right. Both people wanting you to believe in their stories, although completely different. I personally don't know if it's going up or down from here, but since they both have motives in what they say, neither one are the type of people I'd be listening to.
The week-old article did quickly mentions the well-publicized marketing agreement between OPTR and Cubist. Was there something I missed?
Hey, Mac, have Tradeon to tell you about 'vancomycin slurry'. Liquid vanco, mix it with a couple other things and it goes right through the stomach and intestines without getting absorbed, and you're cured. All this stuff with Akorn spending millions of dollars trying to come up a generic that passes through the system like Vancocin, and all the talk about in vitro and in vivo testing have been a total waste of time. It's not Optimer VPHM had to worry about as far as competing for the c diff market, it was slurry all along. That could be why you didn't see VPHM go down when OPTR got the unanimous vote yesterday. There's just no end of things we learn from tradeon.
Just an outside observer. If you're correct, why would the fact that he's a VPHM investor give him motive to bash optimer? I don't get it. If his posts cause a mass exodus of Optimer investors, would it cause VPHM to go up? I highly doubt it. You should really concentrate on your investments and try to worry less about who is who.
Another couple things you might want to consider:
1. In my opinion (and only my opinion) the more someone puts the several different abbreviations of 'LOL', in a post, the less I take it that the poster knows what he is talking about.
2. You might want to consider the people you mention at times just might not be idiots. Obviously Woody, Kamoa, etc. aren't paid bashers, they've been around a long time. You might disagree with them, and that is fine, leave it at that.
Just my two cents
Vancomycin, yes, Vancocin, no. That's the difference between the two. Vancocin is a formulation of vancomycin that is ingested orally and isn't released until it reaches the area where c diff resides. The complexity in creating this formulation is the reason the compound has been able to survive without patent protection and generic competition as long as it has.
As you've pointed out here (and several times before), no matter what you are invested in, there is always something out there that has a better return. If everyone would know what that is, they'd invest in it. I personally don't know, nor have I ever been invested in the one thing that made the most money in a period of time. Right now, however, I know that IBM is a solid investment that has made me a solid return, and I'm confident it will over at least the medium term.
But you can keep posting on how something did better, it's not that hard to find, you have history on your side. Tell us what will be the best investment in the upcoming medium term and it will be worth our while to read your posts.
Agreed on volume. Lots of people that bought those puts are being forced to sell them for a bit loss. They were worth quite a bit when they were written a few months ago.
So what you are saying is even though unemployment is at 10%, we should invest our money in IBM because they still achieve all-time highs?
Insiders sell all the time in every stock. People buy houses, pay for kids college, etc., etc., etc. Stocks are a part of their total payment package, and there are lifetime events that occur that are planned to be paid with their stock incentives. Why do people keep asking this question? It shouldn't be a concern to anyone.
His question was how are you qualified to know that Goldman is pumping and using IBM as a pump stock, not whether you've been buying stocks just like the rest of us.
Not sure how this post has anything to do with Romanian companies wanting Romanian workers to do their installs/consulting. They would get people knowledgable in their culture and language and IBM (believe it or not, they are still based in the US) would reap the profits of supplying that labor pool. These are jobs that Romanian companies would not contract US labor to perform. Win/win.