Too many. If you read the 10-k more on the way. They actually guaranteed heavy dilution. Well, bridging trials and saving BAYER is not going to be cheap.
That is my long term opinion. They would need about $100M GAAP profit. You can see the turn around is well under way. Oil and Gas has a $123M better backlog this year. They have gotten rid of unproductive assets and will pay down over $100M in debt. I see a EBTIDA improvement greater than $100M alone this year and that's not counting the $150M-$300M improvement in revenues they just guided on. That alone should net them an additional $20M in operating profits.
If they land the two additional MSA deals, I'm sure we hit the higher end. The margins on projects have definitely improved. For every 1% improvement, that means $23M in profits. I also like that insiders are holding shares. CEO alone has 1M shares. He's highly motivated to make this very profitable and eliminate what was dragging it down. I got a hunch he would like to see the million shares, valued near my highs.
OPK could be at breakeven with the royalties from Rolapitant. Not to mention the milestones that they also see. Not bad for a $6M investment.
Sentiment: Strong Buy
Do you think we see it this Friday after the close or Next Friday. Any guesses on loss? That recall had to set them back and they probably had to buy all inventory back. Their insurance company is probably handling the liability part. I don't think all bad news is baked in yet. How are they going to get by with only $1M in new money?
Where they spent nothing on cancer. How can that be? Does Moffitt take stock in lieu of payment? Just an opinion question. But you have to wonder are they getting by with Dees good looks?
If they point at ph1 trial date, that should be solid news. The devil is in the details. My hope is that they explain the timeline and how TEVA may fit in with the other $37.5M. Of course we would see some more dilution. Believe TEVA wanted 23% down the road. I bought more shares this morning. Getting a nice position.
Hogwash. You posted a nonsense reason and then failed to understand what exactly Bayer drug failed in. You defend this for two days, before realizing I was right. Then you want to call it a opinion. Why all the insults if only an uneducated opinion?
Maybe a little less excuse making is in order. You plastered your opinion and you were 100% wrong. See this is why when making up an excuse you need to do your homework.
Still doesn't explain why no mention of the combination drug. But carefully worded in the announcement is the words cleared ph2. How is it that this St. Lukes would comment on this PR, what is clearly hype. They actually have nothing to do with the ph2 information, they were PR a combination study ph1 and failing to even mention the other drug.
Oversite...use that excuse in the future you won't look so dumb.
Maybe they spend a dollar this year on cancer. Both fingers crossed. Last two 10-k's, zippo on cancer. While racking up $M's for themselves. That's right mr excuse maker, made up the story that they didn't get paid and this was making up for it. Only problem with that story, no 10-k line item to support it. Another of vorlon's made up excuses.
You know what I did find that explained why they had $6M in payroll expense in 2010, they gave themselves a bonus and options. In 2010 they felt they earned $2M cash bonus. It's now 2014, so what actually did they accomplish in 2010? They spent only $110,000 on cancer that year. Things are the things that do not add up. First we have the vorlons stating they went without pay. But I went back to 2009 and you know what, they took some hefty checks.
I don't hate PV-10. Apparently no one else can have an opinion. Was it your opinion to make up a story about Sorafinib? Why such a lame story and then the attacks. The best part is how no one called you on it. To post such a ridiculous statement and all the brilliant minds here and no one pointed out how wrong you were. Now you call it an opinion.
Whose more right here. The guy questioning details or the guy making up erroneous excuses. I see more harm from you. Well you have spent a life time making up excuses and then wiggling out from them. Anyone who has to tell you their uncle built amgen and they had multiple discussion for 6 hours with insiders, is up to something.
Interesting that the same parties always are the excuse makers. Good companies need no excuses. This company only has excuses.
Trading at the high of the day. New contract win? Analyst upgrade? Keystone pressure finally winning. That will lift all boats and fast. The turn around story here is greater than $80M and with additional pay down on debt this year of at least $66M-$86M. Throw in the Tax credit and the non repeat of certain expenses they incurred last year on refinancing of credit line, that was over $11M. I also like that they have backlog increase over last year. The best quarter to own WG is the second and third quarters of the year. So we should see this move above $11 and maybe test $12.
Darrel and his other brother are used to burying anything that makes a pumper look dishonest or uninformed. Nice try eckgars.
You know squat. You're a paid pumper with numerous ids. You will make up whatever excuse you can think of and when you're wrong, you make up even more. What's shocking that no one brought to your attention how wrong you are about Sorafinib.
Now you want to say that pv-10 is saving Bayer. It's a given on this site that stupid excuses will be posted and unchallenged by anyone but me. Still none has offer a logically explanation on why the combined drug wasn't mentioned in trial. Back to monotherpy would mean that since 2009, PV-10 hasn't shown the results needed for even moving to ph2 in liver. But somehow will leap over all of this and get approved. Maybe sorafinib needs to look for 28 patients in their maintenance trial and get BTD for symptom relief. Why not? Apparently the FDA is handing out free get out of trouble approvals.
I understand the pumpers are going to rationalize everything away and when caught will use multiple id's to trivialize their fallen hero's failure to understand trials and how they work. This is why they can dupe investors. Idiots like vorlon will make up whatever explanations they can think of.
But investors who are concern have to wonder why PR's are obviously missing the important parts. When they leave that out, it's suspect. But as vorlon pretends it's PV-10 saving Bayer.
I'm the liar and vorlon who claims things out of thin air is not. I wonder, if PVCT can get away with spending nothing on cancer and save Bayer at the same time. You cannot make this stuff up.
About combination drug in liver. Well with millions dollars in untapped pump and dump money, they are getting sloppy. How does a clinic ignore the relative part of the liver trial? Then egg of his face Vorlon, makes up the dumbest of excuses. Could I be right. We'll have to tune in. Maybe vorlon needs to get on a three way with Uncle Amgen and Dees for a 12 hour call.
I guess when pumpers get in trouble they need numerous id's. How is that not one single person here didn't catch Vorlon's mistake. Well you LOVE EXCUSES. But it still doesn't answer why no mention of the combination study drug in the ST. Lukes PR.
You stated for the past two days that the drug failed. Now you changing the story? Nice try to not look so stupid. What's really sad for two days, you stated that the reason it wasn't mention I n the PR, was that it failed. This is why retail investors get taken.
When vorlon is cornered he has to use the (race) card to speak. How can you have a combination trial without Sorafinib? It's the only thing saving your drug. It shows how little you know about your drug. Sad but true.
No it doesn't. Only if you don't have a clue to how trials work. Call your uncle at Amgen and have him explain it. The drug is approved for Kidney cancer and Liver cancer.
They failed when they tried a pill form for patients that had the cancer surgically removed and then were given Sorafinib to see any improvement with recurrences and free survival. It showed no benefit. That doesn't mean that trumps what they originally approved for.
It's a shame that this board really doesn't have a pumper who really understands what's going on. They make up excuses from limited knowledge. LMAO
You the one that cannot read. Sorafinib is an approved drug...PERIOD. The extra trial they looked at was in maintenance and that failed. That happens all the time. It has no impact on any combination of their drug. Sad to see that no one corrected Vorlon on stupidity. But then again he owns half the id's here. Maybe you need to call DEES for another 6 hour phone call.