Wed, Oct 22, 2014, 4:08 AM EDT - U.S. Markets open in 5 hrs 22 mins

Recent

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

Stevia First Corporation Message Board

brian624 15 posts  |  Last Activity: Oct 15, 2014 12:03 AM Member since: Oct 7, 2008
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • brian624 brian624 Oct 15, 2014 12:03 AM Flag

    Hi Alex.
    Here is a quote from Mr. Brookes that can be found via a link in the new PR news that came out today. And I must say that the Headline is VERY misleading to say the least.
    And may I remind you that I have said in the past that Evolva is doing their process differently then STVF.
    So her is the quote:

    We have our IP, a great equalizing factor," answered Brooke. "Our program is toward fermentation of stevia and we share elements with a couple of other companies which are interested in the same space like Evolva and some other ones. There is a potential to work together or to work apart. They have a platform where they use yeast. We have quite a different strategy. We use leaf extract and we get three times as much high-purity Reb A from the same amount of leaf. They are bypassing that with synthetic biology that may have disadvantages in the minds of consumers."
    Now if I remember correctly STVF has said in the past they are using yeast but like so many other times they have shifted course of actions so I guess this is just another case of the same B.S.
    Like I have said in the past " I will believe it when I see it" and I DO NOT see a table top sweetener yet so....

  • brian624 brian624 Oct 1, 2014 1:40 PM Flag

    your beating a dead horse (no offense alex) mystic.
    No matter how many times or ways you point out that the license is flawed that STVF bought from Vineland alex will keep bringing up the same page from STVF website.
    What he doesn't understand is that the clerical error that Vineland made when they applied for the patent and "somehow" forgot to divulge to STVF when they bought the license has given Evolva and Cargill and Coke the right to use such processing and having such big companies behind it will beat STVF to the finish line.
    Why do you think STVF shelved (no pun intended) their tabletop sweetener?
    Maybe because they would be the ones infringing on Evolva patent?
    Now they get $1.5M Dollars and they are going to spend it on R&D and salaries.
    What about spending it on selling all that Stevia they have access to with this new deal they signed that could bring them some much needed revenue.
    Nah that would be too easy i guess.

  • brian624 brian624 Sep 25, 2014 3:41 PM Flag

    Well mystic I have been stating all along that Evolva must be using a different fermentation than STVF since they continue to do R&D and the big companies have signed on with them instead of STVF without worrying about infringement problems.
    But also why hasn't STVF stuck with the process they licensed from Vineland Research, why do they keep changing things around.
    There has always been something bugging me with that license they got from Vineland.

  • Reply to

    Is this drop really warranted?

    by italianex1 Sep 25, 2014 10:19 AM
    brian624 brian624 Sep 25, 2014 3:29 PM Flag

    This stock has been declining for days now.
    Bigger DUH !!!!!

  • Reply to

    Stevia product on Walmart shelves

    by wwwpxex Sep 4, 2014 4:07 PM
    brian624 brian624 Sep 8, 2014 11:39 AM Flag

    STVF does NOT have a product in Walmart or any other store.
    If you read the label you would have seen it was NOT made by STVF.
    Quit putting misleading messages on this board.

  • Reply to

    This is awesome news, Check out their website:

    by rwagner467 Aug 26, 2014 3:36 PM
    brian624 brian624 Aug 28, 2014 3:08 PM Flag

    This is not awesome news.
    This was mentioned months ago but was not a "signed deal"
    Ask yourself this question.
    Why is Qualipride "giving" this to STVF?
    Why aren't they distributing this themselves and taking the money instead of giving it to STVF?
    Does that make sense to you?

  • brian624 brian624 Aug 14, 2014 1:19 PM Flag

    Maybe you should read other articles that aren't listed in Yahoo Finance. Like Barrons or Wall Street Journal

    This is due to a clause in the deal which states that all revenues generated from Afrezza will first go toward paying the two companies to cover prior costs they incurred in the development of the drug. MannKind, until now, has spent close to $1 billion in developing Afrezza.

    For a worldwide distribution, Sanofi will be looking at additional costs and so will MannKind. The profit distribution is such that MannKind will receive 35%, while Sanofi will take home 65%, which will materialize only once all previous costs have been settled.

    Following the deal with Sanofi, MannKind will be recording all of its R&D costs as cost of goods sold. But it remains unclear whether previously incurred research costs for Afrezza will be part of the cost of goods sold reimbursements. Given the complex arrangement over profit distribution, it remains unclear if MannKind will be able to recover all of the R&D cost it incurred in developing the drug.

    Sounds as if MNKD was desperate for a deal if this is the best they got.

  • brian624 brian624 Aug 14, 2014 1:06 PM Flag

    trade you are forgetting one big factor.
    The 65%-35% split is NET profits NOT GROSS profits.
    So MNKD will not be getting anywhere near 35% of $73 Billion.

  • Reply to

    Down another 5.6% is pure BS!

    by djisgreat1951 Aug 14, 2014 12:11 PM
    brian624 brian624 Aug 14, 2014 12:50 PM Flag

    Are you that ignorant?
    Have you even read the terms of the deal MNKD signed.

  • Reply to

    Down another 5.6% is pure BS!

    by djisgreat1951 Aug 14, 2014 12:11 PM
    brian624 brian624 Aug 14, 2014 12:42 PM Flag

    And remember that the 65%-35% split is net sales NOT gross sales.

  • Reply to

    Down another 5.6% is pure BS!

    by djisgreat1951 Aug 14, 2014 12:11 PM
    brian624 brian624 Aug 14, 2014 12:41 PM Flag

    Really, call in the SEC?
    Did you ever think that maybe all the hype leading up to the FDA approval made this an emotionally high value and now with details of the deal coming out the valuation is going to where it should have been all along.

    This is due to a clause in the deal which states that all revenues generated from Afrezza will first go toward paying the two companies to cover prior costs they incurred in the development of the drug. MannKind, until now, has spent close to $1 billion in developing Afrezza.

    For a worldwide distribution, Sanofi will be looking at additional costs and so will MannKind. The profit distribution is such that MannKind will receive 35%, while Sanofi will take home 65%, which will materialize only once all previous costs have been settled.

    Following the deal with Sanofi, MannKind will be recording all of its R&D costs as cost of goods sold. But it remains unclear whether previously incurred research costs for Afrezza will be part of the cost of goods sold reimbursements. Given the complex arrangement over profit distribution, it remains unclear if MannKind will be able to recover all of the R&D cost it incurred in developing the drug

  • brian624 brian624 Aug 13, 2014 1:34 PM Flag

    That would be icing on the cake.
    It just amazes me how so many people were expecting a winning lottery ticket here.
    Patience is a virtue so over the next 5-10 years my shares will make me plenty of money.
    But these impatient investors will still be looking to blame someone else.

  • Economics 101.
    Afreeza is over $2 Billion in debt.
    Like most Bio stocks emotion ran the price up.
    Think about this from a financial perspective.
    They get $200 Million from Sanofi.
    That still leaves $2 Billion dollars MNKD has to recoup BEFORE it actually starts making money.
    If it makes an estimated $200-500 Million per year as most estimates make it will take 4 years to break even.
    Most estimates have the stock at about $15-16 in 2015 once sales start.
    SO WHY IS EVERYONE COMPLAINING ABOUT THE PPS.

  • Everyone expected this stock to explode after approval....didn't happen
    Everyone expected this stock to explode after a deal....isn't happening.
    This stock will not explode until product is on market and making money which won't happen until 2015.
    So quit blaming shorts and predicting PPS.
    You sound like a bunch of amateurs who know notihng.
    #$%$. And realize this is a long term investment.

    Sentiment: Strong Buy

  • Reply to

    So where's the jump?

    by laxgee Aug 11, 2014 11:22 AM
    brian624 brian624 Aug 11, 2014 11:29 AM Flag

    No revenue until 2015.
    Stock will do exactly what it has been doing since approval from FDA until revenue comes in.
    Totally disappointing.

STVF
0.360.00(+1.38%)Oct 21 3:54 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.