Not worth speculating about what might happen next. And I've been guilty of this. What we know is that official company press releases and conference calls will provide updates on significant news going forward. Take comfort knowing we have an approved drug with patent protection and fair pricing that can save lies and improve quality of life in a sadly growing market, which means plenty of potential to be successful enough to make this good investment continue.
I'm believe a few large Pharma have already vetted this company. Perhaps a ballon was floated that wasn't close to being high enough. Perhaps the suitor if any will wait a few Qs after launch to see how they do and will see if a price war developed where KERK largest competitor lowers the price of their competitive product by 10-20%, While some launches do poorly and others do very well... I'm hopeful because their sales team is already hired, trained and on the streets targeting a market that can be penetrated with a small focused team. Although chances are slim now, could still be BO by YE. More likely they are taken out Q3 or so C15. And if not they are likely doing very well standalone! We shall see. In any event, although KERX is my largest small biopharma holding I will watch the price as it gets more tempting to add with each drop. Good news we know is that patent protection is outstanding and vast majority of risk is off the table. And sadly for families, the need will be growing for decades to come, All that's left now is execution and market acceptance.
Put the narcissist "chad" virus feeds on attention. Let's ALL put on ignore. Do NOT respond in any way and it will eventually go elsewhere. Makes for a better board.
Many thanks to all longs for the wealth information you have shared so unselfishly and without hidden-agendas over the years. No doubt your research and wisdom helped many of use stay in the game much longer that we might have otherwise. Wishing a very peaceful and happy holiday season to you and yours, as well as, long into the future.
Although a broken clock is right once in a while.... Sierra is a self-serving dirty rag that has no history of any value. I'm long KERX and believe a BO is possible and very likely... could be this year or before this time 2015 and if not I'm confident KERX will do very well standalone. Sierra is the last place that you should reply on for quality information.
Thank you to everyone who has helped educate me about AVNR over the years, especially during the most difficult times. Although stumbling and slow getting out of the gate, AVNR's PPS has done very well since I purchased and added. I continue to remain long, holding a majority of my original purchases and additions.
I have growing confidence that new indications will show great promise and are what's needed to make this company successful as standalone or as an acquisition. I'll check in on official AVNR news and update my alerts, but so many distractions concerning this trade/congo person take away from this board being all that it could be. (I realize, its like this on many boards.) While I agree with you good longs who counter his recent months of verbal pollution... I can't help but be reminded of what a much more enjoyable board this was in his absence - if only for a while.
Best wishes for a peaceful, happy, and healthy holidays and 2015 to all of you and your families!
I owned PCYC that I discover in 5s and was convinced in a weak moment to sell 2500 shares at 11s. The same financial advisor told me to sell MU at 10-11s and intel at 17, Advised me not to buy Netflix at 70 and add to Apple at 280... I could go on and on. I later fired this person for so much bad advice it can still upset me a little today. .. bad advice and fees. This person and firm is gone and I've been on my own.
Although I did not purchase Netflix (on that advice)....
Years later I added to to Apple.
Added to intel at 19, 22 and 25.
Added to MU at 12,14 and 18. Never selling a share until I trimmed a little recently.
What will KERX do - I don't know. I sold a very small percentage of my shares once and bought back twice. Surprise news could cause me to bail on KERX... I cannot predict the future, but for now I and long KERX. I certainly feel better owning now than years ago. Much of that old risk has been vetted. I truly believe there is chance the company is sold before they launch and very likely they are sold before YE15. And if not, they will be very successful... good for patients, their families and KERX shareholders for many years to come.
Greatly appreciated. Any time I get a little impatient or concerned you come up with some gems of hope.
This company could be acquired any day! Maybe this year maybe next year and if they have a successful launch and are not acquired by this time 2015, they will be rocking as a independent success story!
I like the PICO news the best and that all sales territories are performing better again and acquisition jitters made channels slow down as their was uncertainty about some of their futures... this cloud appears to have lifted quickly. Kudos to their sales management and teams.
hird-Quarter 2014 Highlights
Revenue up 18% year-over-year to $71.5 million
Non-GAAP net income of $5.5 million, or $0.25 per diluted share, excluding amortization expenses, acquisition costs and unrealized foreign exchange loss
GAAP net income of $3.1 million, or $0.14 per diluted share, including amortization expenses, acquisition costs and unrealized foreign exchange loss
$113 million in cash and investments at September 30, 2014
Repurchased $6.6 million of common stock under share repurchase program
Acquired assets of RF medical device manufacturer Ellman International, Inc.
"Cynosure delivered record third-quarter revenue of $71.5 million, up 18 percent year-over-year as revenue in each of our direct sales channels improved from the same period in 2013," said Cynosure Chairman and Chief Executive Officer Michael Davin. "North American laser revenue increased 17 percent, revenue from our Asia Pacific subsidiaries rose 46 percent, while our European direct sales channel was up 7 percent. Product and technology innovation, expanded indications and new international marketing clearances continue to drive favorable results for the Company."
"Demand for our flagship PicoSure® Picosecond Laser Workstation continues to exceed our expectations," Davin continued. "Based on enthusiastic customer feedback and patient and physician satisfaction, we believe this technology is becoming the gold standard for the removal of tattoos and benign pigmented lesions. New FDA marketing clearances, combined with recent international regulatory approvals in Korea, Taiwan and Australia, demonstrate the successful execution of our strategy to drive growth for PicoSure worldwide."
How can some large pharma not be considering kicking the tire and vetting little/growing AVNR if only for #$%$ and giggles? ; - )
Please don't answer... how is this not some if the BEST ever and most promising news for AVNR from a highly respected Dr. Laughren who has decades of experience within in and outside of the FDA?!?
Any advisory committee would likely look favorably... special consideration possible... breakthrough designation not unreasonable. As risky as any small bio-pharma company, AVNR no exception, shareholders have more facts and hope to look forward to than ever before, IMO.
A narcissist with a dual-persoanlity disorder cannot ruin a message board or your mode, especially if you do not respond and "ignore" that person. Terrorists are weakened signifacntly when they do not have social media and the press to promote their agenda and fewer people to debate them. Animals go elsewhere for food or will die if they stay in one place if they are not not tossed scraps of food. Ignore and don't feed the animals, especially when they appear rabid.
Enjoying beautiful fall weather and AVNR's share price and possible more good news during Oct and November.
I'll revisit this board at the next earnings call. I've put my shares in the sock draw right next to the waste basket, although it was tough call where to toss 'em. Disappointed, but mostly just tired... as MHR drifts below six dollars. he only thing worse than MHR's performance is President Obama's pitiful presidency and so many inept clowns that surround him from both parties.
Take care longs. Looking forward to a better 2015 and 2016.