Special dividend, pay down debt (a good choice), or acquire new properties at distressed levels, lots of options and they all sound good! They could almost buy GTE with that cash and GTE has cash and no debt.
I heard a woosh, flushing sound and the recent buyers were flushed down the tourlet. Probably a good area for a trade. I have nothing against shorting, but the effort and tactics are reprehensible and should be illegal. No whining I guess, play the game, or sit patiently...
Who invests their time and considerable money to try and destroy the value of a company and why? I've seen short bashing before, but never this volume. Someone is out to destroy ARNA. They are short and hoping for either zero or an exit before a price rise.
they don't give guidance on the value of the assets. Looks like most of the new, significant value drivers are 2016 and later. ARNA should be a nice little division of a larger firm with more $ and capable of moving to market more quickly. They are cost constrained and slowwwww.
Now put your money where your mouth is and buy some stock!!!
for a sale???
let us know, or maybe we will see in the price action. So far it's a steady drip drip drip of gonner-profits. Now this smug prik (intentional) has more money to spend thanks to his hatched job on LL. I detest people that destroy companies, although "if" they were selling toxic materials, it's good to expose.
JL better let us in on the exit, or turnaround strategy, shareholders require a return on their investment.
I like what I hear from the new management team. It sounds like they have to clean up/turn around the company. Let's just hope the mess is not too large for them to overcome.
53 now, no real worries, but overdue for the test and want to get it while I have insurance, which does not cover it anyway. Maybe late in the year if I have some flexible spending $ remaining that I need to spend I will bite the bullet.
Brilliant, they should be advertising with all of the popular senior groups. Most people at 50 are still working and not wanting to join AARP just yet, so maybe advertise on the Golf Channel.
My GP wrote a script, no problem, but I can't get reimbursement currently, so it's no good. Until Cigna, or the deciders for my large company plan add it (Cologuard or specifically their Lab) to the list of approved and reimbursable products, I would have to pay full cost, or I can do get a Colonoscopy for free. I am waiting, but getting impatient.
Good comments. I do see the potential value in an advertising campaign for patient and MD awareness. If people start calling their company and insurer (as I have done) asking where can I get Cologuard, or why can't I get this test that cost 1/3 and does not require drugs, cleansing, lost time and a hose up the wazoo...
thanks for the summary. Belviq IMS numbers were better than Sym this week.
Eisai is not getting the job done. Something has to happen, either faster growth, or lower spending. Maybe they need to dump Eisai and sell the company to the highest bidder. Receptos is flying, ARNA is just churning and not participating in the bull market. Shorts will start covering again when the market sells in May or April and goes away. They are a difficult and well funded opponent and JL can't or won't defeat them.
I don't understand how expectations got so high, but very few launches have produced 10,000 patients, customers, whatever in the first full quarter. It's easy to cast doubt in the early part of the launch, particularly when we are waiting for coverage to expand. I think EXAS will be a great success when the private carriers start providing access. Until then, it's going to be volatile due to the large short position IMO.