man, i'm not diabetic. but this thing is approved. warning label not that bad. and if i was diabetic, even if this was the treatment i could only use 'part of the time,' i don't know, it sure beats the heck out of jabbing yourself with a needle. it's a convenient and pretty revolutionary treatment, and it's only a matter of time till it hits the market and makes money. this is no longer speculation and theres no smoke and mirrors, it's coming, and the lt trend is gonna be up, believe it.
overly optimistic imo. post approval, real-world valuations start creeping in and that represents a pretty hefty premium to likely short-term sales, no? but hey, i'd take it in a heartbeat!
following approval, this is where an aggressive PR/marketing push could really ignite the public demand for the product (and the stock.) get on the today show, get 60 min to do a piece on diabetes and upcoming treatments...etc...
new to the board sorry if this is a tired subject, took a look at the stock today for the first time really. with a market cap of under 5 billion it's not a ton of dough to acquire a pretty well-known platform and tool around with it.
FDA understands the need to be diligent with such a novel product. warnings, safeguards etc. need to be hammered out. but as of tuesday, the facts are on the table, the experts have spoken, and the consensus is, let's give this thing a go, it fills a need.
This is a big deal and it's clear the FDA wants approval to be a carefully considered decision, and so it will be. but if you're banking on a rejection in three months, you are going to lose money.
we may not see a stratospheric rise in share price because the moment it becomes 'real,' real world concerns intrude: marketing, market size, limitations on use, etc. But it ain't gonna go down.
who cares. afrezza prolly gonna be approved. there is so much short term price action nonsense, don't fight it. if your thesis is this drug is gonna work, just chill out. the money will come rolling in eventually.
from somebody who's been sitting on a bunch of '15 5 calls for around 6 months, 10-12 would be a-ok by me. that would make this a pretty expensive company with no product yet on the market.
i like these guys, though. al seems to be the real deal, might convert a few of these options and hold some stock through product rollouts beyond afrezza, let it ride on this team and see where it goes.
i'll take a company where there's a person in charge, and that person has a vision, over the clusterf-- of conflicted interests and egos that typifies 99% of most companies out there.
hard to say. as happy as i am, sitting on a bunch of '15 jan calls, after the unequivocal good news, valuation slowly creeps its way into the mix. frankly i haven't given a hard look at any of that, for me this was a binary play and it's nice to be (for now) on the winning side of that trade.
i think 6 bucks or so tomorrow might not be unreasonable, though, that's just a finger in the wind, bull5hit guess.
data breach sucked bigtime but it's not exclusive to them. it's a thing now and they'll be plenty more in the coming weeks and years. factor that out and tgt is still a solid company. i just bought a chunk for the IRA, i think this constitutes a sale at the moment.
the interface play makes sense but...$2B? i can't imagine they couldn't develop the same tech from scratch for less. seems like a 'that's cool and we can afford it' mindset.
to even apply for franchise ownership you need liquid assets of 1MM+. average net profit of a mcdonalds is over 250k, but many high-traffic locations exceed 1MM/yr.
implying he owns a mcdonalds maybe? which would make him a millionaire? you should think through your witty rejoinders a little more carefully in the future.
who knows, other than the broadest macro analysis would tell you this is a stock you should own: zero debt, incredibly hot industry, famous product, expensive stock but not nearly as bonkers as some of the real speculative plays out there...if you stop there, it makes sense to hit the buy button.
here's my take: results will be good. ANYBODY in marketing these days is falling over themselves to put money into 'MOBILE.' at the moment there are only a few viable buckets for that money to funnel into. it's why FB is up huge ever since they 'refocused around mobile,' why goog is killing it, and why i think twtr will most likely have impressive results.
the question is, in this climate, how big a blowout is big enough? any replies appreciated.
well...i'm out. frankly, mostly out of boredom, this stock just feels like a ghost ship man. reasonably exciting prospects when i got in, now it just feels...rudderless. having said that it looks like their core business might actually be doing ok, but...too boring for funny money acct.