Not much to say except a deal is a deal. 5 deals down, 7(?) left.
The way the deal was released indicates that it is not an Ace. Released just after the market opened. Seems clear someone knew something late Friday and this accounts for Friday's price action late in the day IMO.
Still, the deal is not fluff. It doesn't have upfront money but that doesn't mean investors should dismiss it as meaningless or worse. Doesn't the deal indicate that UNIS has several viable delivery platforms confirmed by actual deals with pharmaceutical companies? This should count for something.
Take a closer look at the announced deals:
Sanofy - Prefilled Syringes
Medimmune - Wearable Injectibles
Novartis - Novel Delivery
Today's Deal - Ocular Delivery
The Hikma announcement seems the one exception to this pattern. But the Hikma deal is also the deal that came with the most concrete details; most upfront money, guaranteed 175+ million minimum units in 2014.
These deals are a message to other pharma companies, "Time to cut a deal on our terms or be left behind."
I expect at least one more "Ace" deal before end of year, probably just before Christmas. This statement is made as a pure guess; just trying to put myself in the shoes of AS and think about what I would want to do if I were him. It seems obvious to me that he is a master manipulator and has been "playing" his cards only when he wants to or is forced to (the Forbes article). And if I were him I would want another "Ace" played by year end and if possible give shareholders a Christmas gift.
I fully agree, AS has retracted his 12 deals by year end statement. Still, it will be interesting to see how many deals actually do get announced by year end.
AS has a wide credibility gap that has been built up over several years. Until the Sanofy deal, it paid to discount his bravado. Now, the market still has a way to go to adjust to what seems like a new reality to me and this disconnect should play out in favor of current long's (assuming AS delivers).
GLTA (except MrsBodacious)
We (by that I mean me) believe this Ocujet deal is a good deal.
We (by that I mean me) believe this not the last UNIS deal.
We (by that I mean me) believe UNIS will go higher from here but not without pullbacks.
We (by that I mean me) think we (by that I mean me) will be right but we (by that I mean me) have to admit that we (by that I mean me) are often wrong.
So Unitract was a dry hole. If the next 4 or 5 drill sites have hit oil, why lament the past? Maybe there's a gusher or 2 in those new sites.
Are you seriously waiting for that "MEGA deal?" with "HUGE upfront cash?"
I assume you are talking about money from a pharmaceutical company that pays big dollars up front to UNIS for their injectible products? If so, I don't see that happening and I think you will be disappointed if that is what you are waiting for.
I think retail investors need to be realistic. Why would any pharma purchaser not insist on tying HUGE cash payments to actual satisfactory performance and delivery? Frankly, I think UNIS getting the upfront money it has already is extremely impressive.
If UNIS has bona fide purchase orders, I fully expect they will find the money to finance these deals.
Might there be other big name investors? Possibly.
Very interesting conjecture.
MrsBodacious is a short TERM trader, And much like another poster here, his posts seek simply to support his Short TERM needs regardless of honesty, much like another poster here.
Prediction: MrsBodacious posts a "Strong Sell" sometime today or tomorrow. At that time he will probably indicate that ARWR will soon hit $1.50 to $2.50.
Another after the fact post by Wyattkap designed to support his current trading needs.
Just more ammo showing Wyattkap to be a persistent liar. There is no recent gap up to be filled. Just check the chart. And as Investron points out, this is Wyattkap's second false claim that there is a gap to be filled at lower levels. Can't make this stuff up.
One fact emerges above all others, Wyattkap: You are a liar. Your own posts prove you are intentionally trying to deceive readers to support your short term trading needs. All anyone has to do is read the thread "Darn-I missed my profit by ONE HALF OF ONE PENNY" that you started on Dec 6, 2013. The proof is right there as I quoted your own words back to you.
And no, you are not, despite your constant assertion, being attacked because you do not share an unbridled love for ARWR. That is just another lie on your part. You are being attacked for your obviously deceptive and manipulative posts.