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Allied Nevada Gold Corp. Message Board

avoision77 6 posts  |  Last Activity: Jan 22, 2015 1:29 PM Member since: Nov 27, 2010
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  • Reply to

    crazy acctg

    by avoision77 Jan 22, 2015 12:13 PM
    avoision77 avoision77 Jan 22, 2015 1:29 PM Flag

    it did, but they still issued those 1 bill. shares. a $1 increase in the dividend now means that they have to find $2 bill. in cash flow. and they've issued another $5 bill in equity since the deal.

  • Reply to

    crazy acctg

    by avoision77 Jan 22, 2015 12:13 PM
    avoision77 avoision77 Jan 22, 2015 1:24 PM Flag

    oil crashed, nat gas got killed. asset prices in energy have been crushed. you have to sell the asset at this stepped up basis to generate cash and then use it to pay dividends.

  • avoision77 by avoision77 Jan 22, 2015 12:13 PM Flag

    i want someone to explain KM's accounting to me. there's so many notes. things are counted and then uncounted. the adjustments always boost the numbers higher. you guys have the glory of owning KM but i'll stick to my rule of not owning stuff i don't understand. and how did did KM generate another $150 mill. in excess for dividend coverage, because they are now saying they have $650 mill. vs. $500 mill. at the time of the consolidation. where did this $150 mill. come? oil prices crashed and nat gas prices plummeted in between. other pipeline and storage are reporting pressure on pricing. on this latest acquisition. how are they going to pay for this new acquisition? stock? debt? they already have $41 bill. in debt. and they keep issuing stock. shares outstanding jumped 105% between 2013 and 2014.

  • Reply to

    We're very optimistic about Afrezza

    by avoision77 Jan 15, 2015 2:21 PM
    avoision77 avoision77 Jan 16, 2015 10:01 AM Flag

    You must one of these people that is easily convinced by what other people tell you instead of just thinking with common sense. Ask any kid if they'd like an injection over not having one. They'll tell you that they would prefer to not get an injection. Ask people who have to inject before meal time, if they'd prefer something that they can simply use right before they eat. They'll tell you too. This is a no brainer as long as they don't get too greedy with the pricing. The biggest problem in the future is going to be ramping up supply.

  • Reply to

    We're very optimistic about Afrezza

    by avoision77 Jan 15, 2015 2:21 PM
    avoision77 avoision77 Jan 15, 2015 6:37 PM Flag

    Did you read the article. 20,000+ people get limbs amputated each year because they don't take insulin. anything that eases their mind to take it is a huge plus. the crazy conspiracy theories and ridiculous stories that the shorts throw in here are wild. afrezza is a no brainer blockbuster hit. the patients are going to love it. it'll be in short supply in no time. when that happens no one needs to worry about anything other than following the rx flowing in.

  • The insulin wars: Lantus, Toujeo, and Afrezza

    There’s been plenty of ballyhoo surrounding Afrezza, the inhaled insulin product that Sanofi is planning to launch later this year in conjunction with MannKind. The fact that Afrezza still doesn’t have an official launch date, in particular, has stoked whispers that Sanofi isn’t all that excited for the product.

    But that’s all a bunch of nonsense, according to Witz. "We are focusing on the two [insulin] products, but they're different,” she said. “Toujeo is the new golden standard insulin glargine, and that's a market in which we have more of a ground today. This is really our field, if you like."

    Toujeo is the highly-anticipated next-gen insulin that’s expected to bolster Sanofi’s sales just as its flagship Lantus falls off the patent cliff. But it’s not just about bigger sales with a fresh product, Witz says—there’s a real potential to help diabetes patients avoid the disastrous downstream consequences of the condition.

    "[D]espite Lantus, despite insulin glargine, half of diabetic patients still aren't at their goal…There are 60 amputations per day [in the U.S.] due to the consequences of diabetes."

    But it could be difficult to convince a certain class of patients that a long-acting and powerful med like Toujeo is the right way to go—particularly those who are averse to injections in any form. And that’s where Afrezza enters the picture.

    "Afrezza, inhaled insulin, as much as we work on convincing patients to move into insulin, some patients are very resistant to insulin." An inhaled (and eminently portable) inhaled option like Afrezza could at least convince diabetics to try out insulin, and perhaps even convince them to eventually transition to a stronger product like Toujeo.

    "We're very optimistic about [Afrezza], but it's new in the field."

    From BioPharma Dive interview with Pascale Witz (pictured above), EVP of Global Divisions and Strategic Development at Sanofi, during the JP Morgan conference.

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