Recent

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

PDI, Inc. Message Board

betasplen1 1307 posts  |  Last Activity: 1 hour 31 minutes ago Member since: Mar 2, 2004
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    GAAP VRS NON-GAAP EARNINGS

    by kerncob999 4 hours ago
    betasplen1 betasplen1 1 hour 31 minutes ago Flag

    You shouldn't look at depreciation, amortization expenses and other non-cash adjustments to judge the health of a business. Analyst estimates are based on non-GAAP for that reason as well. FPE is now 3, growth is still 15-20% (PEG is less than 0.2!!) and discount to book is a whopping 30%. If that does not look attractive from a long term investing perspective, I don't know what does...

  • Reply to

    really oversold

    by pesataed 3 hours ago
    betasplen1 betasplen1 1 hour 44 minutes ago Flag

    I am getting them every few minutes. LOL! I might call it a day though. Got a good fill.

  • Reply to

    really oversold

    by pesataed 3 hours ago
    betasplen1 betasplen1 2 hours 50 minutes ago Flag

    Yes, I am so happy for people's generosity. Buying 100 shares for every 10 cent drop from $20...

  • betasplen1 betasplen1 5 hours ago Flag

    Did you even read the earnings transcript? Do that first before blurting whatever comes to your mind. They have increased R&D expenses to improve the revenue potential and prolong the patents of their current portfolio. And they are looking to make more accretive acquisitions with their retained earnings rather than buying more shares back. It is easier and much cheaper to enhance current products than shoot in the dark and hope FDA approves a new drug. There is more than one way to skin the cat. I am like a kid in a candy store buying more shares today as they continue to drop it on lower volume.

  • betasplen1 betasplen1 6 hours ago Flag

    Yup. I bought another 500 shares now. Unreal opportunity is how I look at it. The stock was near $29 just 2 weeks ago and they just re-affirmed guidance - FPE of 4 for 20% YOY growth!. All these analysts will be upgrading after the fact later this year. No analyst has the foresight or cajones to give good advice...

  • Now that we are trading below your sell price, what is your prognosis? When are you buying back and is your $6 target for this year still intact?

  • Reply to

    Killing me softly....

    by betasplen1 May 3, 2016 4:57 PM
    betasplen1 betasplen1 7 hours ago Flag

    Vinny, you are the king of making it personal. I never mentioned you in any of my posts prior but you decided to. So, don't go acting holier than though. You're just an egomaniac - Rup is a saint compared to you. I am done conversing with you. Later...

  • These guys are very sharp and continually working to improve shareholder value - regardless of what the market is doing to their stock. There is a clear vision, they are not taking short cuts for instant gratification (i.e. price gouging), very well aware and staying ahead of competition with R&D and marketing, and not making unrealistic assumptions to market penetration and growth of their 3 main product lines. I love what I see and will be buying more today at a big discount to book value and a small multiple to free cash flow...

    Sentiment: Strong Buy

  • Reply to

    Killing me softly....

    by betasplen1 May 3, 2016 4:57 PM
    betasplen1 betasplen1 9 hours ago Flag

    huge, yes, the possibility always exists of an "out of the blue" offer. There is a reason I am still holding 60% of my former position vs 0%. Good luck to you as well...

  • Reply to

    Killing me softly....

    by betasplen1 May 3, 2016 4:57 PM
    betasplen1 betasplen1 9 hours ago Flag

    vinny, you think you are the only one who can buy on good news? While I will be quivering "Oh no, I sold some shares and can't buy back since it is a little higher than I sold on some game changing news finally. Oh crud!" . LOL! You really think quite highly of yourself as being the only genius around here...on an uninhabited island I should add.
    PS: I don't see a buyout before the TEVA lawsuit is settled either. That will be my trigger to get back. Oh wait, I still have 120K shares. LOL!

  • Reply to

    Killing me softly....

    by betasplen1 May 3, 2016 4:57 PM
    betasplen1 betasplen1 9 hours ago Flag

    user, I still have a boatload of shares and can always average up if these guys eventually do something. He said they are still working with the FDA on an alternate to the AQCLAIM CVOT with no timelines set, instead of mentioning anything about it being dropped from the FDA website, and assures no guarantee of success. You don't intentionally mislead investors by claiming a boogey man still exists. As for strategic alternatives, maybe 4-6 months is not enough to get anywhere (the ENDO deal was mentioned before the new year) but you would think that there is an entity out there that thinks like us longs - that Stendra and Qsymia are best in class drugs that are just waiting to be exploited. It is a little disappointing that it is taking so long to even get one lousy offer (even if lowball) on the table. Trust me, management does not even have to reveal an existence of an offer - there are so many other ways that news will get out, if there was one and management rejected it.

  • Reply to

    Killing me softly....

    by betasplen1 May 3, 2016 4:57 PM
    betasplen1 betasplen1 18 hours ago Flag

    vinny, What have I been doing lately? Sold 82,700 shares over the past month. You talk quite a bit for someone who hasn't bought any shares for a long time, while waiting for Teva's IP challenge to be resolved. Listen, I am not going to wait 30 months for Teva's ANDA to be resolved, if that means doing nothing and 'balancing the budget on a shoe string' while at it. Heck, I could probably do the same without drawing a million + in salary. If you are excited about Q sales and margins, good for you. You can have more of my shares tomorrow, if you are buying any shares in the first place...

  • Reply to

    Time for a buyout and getting

    by lyngotting 23 hours ago
    betasplen1 betasplen1 23 hours ago Flag

    I don't like deforestation. Bad for global climate and bad for wildlife. I added 500 shares today. Will buy more if they take it down further this week...

  • Reply to

    Killing me softly....

    by betasplen1 May 3, 2016 4:57 PM
    betasplen1 betasplen1 23 hours ago Flag

    bubs, the strategic advisor was an interesting twist in the 4Q ER. 3 months later, it's not cutting it for me anymore. There needs to be a TEVA resolution before there is an acquisition unless they are the acquirer. Spedra is limping along and so the question is why - if it is better and quicker than the rest? I hope it holds up tomorrow...

  • betasplen1 by betasplen1 May 3, 2016 4:57 PM Flag

    No CVOT update:
    Still working with FDA to come up with simpler trial. When asked about tImeline - they just say "shut up".

    No Stendra update:
    1.5MM supply revenue for Spedra? Sanofi and Menarini doing jack in EMEA. When asked by analyst - they just say "shut up".

    No share buyback

    No TEVA resolution

    No Icahn initiatives

    2 measly analysts on the call and both told to shut up.

    Please get me some tissue. I wanna cry right about now...

  • noun: Seth.
    Makes it easy to understand. Since I love punishment, let me hear what the moron has to say now...

  • "....sole objective of optimizing the value of both STENDRA and Qsymia to VIVUS and our stockholders"
    ROTFLMAO! Stop it - haven't you done enough for us already?

  • It's time for his 'once-in-three-months' foray out of his sleep number temperpedic. Oh, and don't remind him to take his notes from the last quarter! I want to see how the fool talks without a script...

  • Reply to

    One more quick point...

    by gatewood5911 May 2, 2016 9:40 PM
    betasplen1 betasplen1 May 3, 2016 1:58 PM Flag

    15 x 6 = 90 but I get your point. I will buy more if it does an AMAG after the CC. All these specialty pharmas have held their guidance for 2016 and pushed 55-60% of the revenue to 2H16. Historically, that has been an accurate forecast. But because the market hates these stocks now, they use that as an excuse to kill them. That's OK - I shall feast while the cheap buffet is served...

  • Reply to

    Here's how today plays out...

    by josephanastasiw May 3, 2016 9:22 AM
    betasplen1 betasplen1 May 3, 2016 1:36 PM Flag

    Short covering could also be due to shares becoming available in the free float that was not available before. The company is not diluting and so shares can only become available if investors sell. So, if you look at it at that angle, then it is not necessarily a positive. The delay of the LA deal for years and now the delay in the post-ENDO Stendra plans, along with a 'secret' strategic advisor whose name sounds like "I can" and the big options dole out to management all point to a buyout as a logical guess. Alas, with VVUS, nothing is logical...

IDXG
0.45+0.01(+2.27%)May 4 3:59 PMEDT