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Dean Foods Company Message Board

burnaka 443 posts  |  Last Activity: 5 hours ago Member since: May 19, 2010
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  • Reply to

    Frost Shares

    by relee187200 8 hours ago
    burnaka@sbcglobal.net burnaka 5 hours ago Flag

    Yahoo is not the best place to look, but go back, click on major holders again, then click on Frost, he owns a couple million in his name, but the bulk are in his trust, which he solely controls, plus he owns 15m or so more in another trust not listed on yahoo. Insiders own 51% according to yahoo.

  • Reply to

    Does the 4KSCORE presently

    by dwoods4q Sep 15, 2014 11:08 AM
    burnaka@sbcglobal.net burnaka 6 hours ago Flag

    From the most recent earnings CC:

    So on the reimbursement side, the reimbursement process in the United States requires us to get what's called a CPT code. This is a reimbursement code that is issued first through the AMA CPT Committee and then used by both the Medicare payors and private insurance payors to quote for our test. We submitted that application on July 3. We expect to have the unique CPT code issued to us early in 2015, which will then give us the ability to start billing for the test.

    Meetings are also ongoing with various members of Congress and with the [inaudible] involved in the healthcare veterans affairs immense health issues. We think it's very important to have the support of the [inaudible] and also the agencies to really educate them about the issues that are facing us in abandoning prostate cancer screening, which is what United States Preventive Services Task Force has recommended doing. We think the answer is to screen smarter, use PSA to screen them but then take these men that are at higher risk for prostate cancer and run a test like the 4Kscore test to determine appropriate next step.

    As far as potential revenues, they have given no estimate, but I for one do not think 4k will have huge revenue numbers, but they will SLOWLY ramp up. They will have a total of 4 blood tests within a year, and combined I expect ( best guess ) 100m, 50m in the US, 50m over seas. This will also take time to ramp up, the biggest volume test will be D, that will generate the bulk of diagnostic revenues in my opinion.

  • burnaka@sbcglobal.net burnaka 7 hours ago Flag

    Welcome, expected at least one, what's an 8 track?

  • burnaka@sbcglobal.net burnaka 7 hours ago Flag

    I had to hunt it down but figured it was in the earnings some place? YES some place, last sentence!!!!!!!!!!!!! LOL. BUT now I know where they hide em. I too am waiting on that NEWS, I had my opportunity to bale at a small profit but figured this was a 2015 story, so let it ride, umm not good. That is fine, if we get this Mek back AND the results are good, betting we get taken out. IF not good results, Hoping Astra results nail it. Couple of positive outcomes can happen, all in under 1 year. This is a gamble stock so it is a small position, but want it to do well. I am not adding, or selling, just leaving this one sit for now. News could be any day, I pop out, it will get halted, news pending.

  • burnaka@sbcglobal.net burnaka 7 hours ago Flag

    Array BioPharma Inc. submitted an application under Rule 24b-2 requesting
    confidential treatment for information it excluded from the Exhibits to a Form 10-K filed
    on August 15, 2014.
    Based on representations by Array BioPharma Inc. that this information qualifies
    as confidential commercial or financial information under the Freedom of Information
    Act, 5 U.S.C. 552(b)(4), the Division of Corporation Finance has determined not to
    publicly disclose it. Accordingly, excluded information from the following exhibits will
    not be released to the public for the time periods specified:
    Exhibit 10.52 through August 12, 2017
    Exhibit 10.53 through August 12, 2017
    For the Commission, by the Division of Corporation Finance, pursuant to
    delegated authority:
    Kevin M. O’Neill
    Deputy Secretary

    No telling what it is, and I guess Array can choose to disclose this information before 8/12/2017, we will see. My guess and only a guess is it has to do with the Novartis deal. Not saying it is about getting the drug back or not, but that would be the guess.

    That said, it is related to this:

    10.52 Amendment No. 1 to Drug Discovery Collaboration Agreement, dated November 26, 2013, by and between registrant and Loxo Oncology, Inc.***


    10.53 Amendment No. 2 to Drug Discovery Collaboration Agreement, dated April 10, 2014, by and between registrant and Loxo Oncology, Inc.***

    The three *** at the end of those items means: *** Confidential treatment of redacted portions of this exhibit has been applied for.

    So NO halting, no anything, waiting on Novartis news. This info is from the Aug 15 earnings release.

  • Reply to

    OPK health = CRAAAAPOLA STOCK!

    by easygroin_al 9 hours ago
    burnaka@sbcglobal.net burnaka 8 hours ago Flag

    Yes I have said SEVERAL times I expect 28-32 by EOY 2016, but it gets there in stages, 16, then 32, lol. Amazing how each is a double, umm.

  • double or triple by late 2015, then gain traction each Q in 2016. The 4k Europe roll out gets followed by South America, then when possible Russia and the Cis countries. We can market Rolapitant in South America Per OUR deal with Tesaro, Rayaldee will GET a GLOBAL market. Revenue by late 2016 should get in the 800M-1Billion range. Rayaldee should take major share from the calcitriol drugs, it will be bigger than most think.

    The in office analyzer might be a give away/break even device, but the cards cost under a 1.00. The vitamin D test in OFFICE will be the home run of the in office tests. That is a HUGE market, but not just that, those with ckd need vitamin D tests several times a year. All repeat business marketed alongside Rayaldee to correct D levels. Calcitriol drugs are not the answer, they go the way of the 8 track.

  • Reply to

    OPK health = CRAAAAPOLA STOCK!

    by easygroin_al 9 hours ago
    burnaka@sbcglobal.net burnaka 8 hours ago Flag

    An estate that takes it private at 14.

  • Reply to

    OPK health = CRAAAAPOLA STOCK!

    by easygroin_al 9 hours ago
    burnaka@sbcglobal.net burnaka 8 hours ago Flag

    Sell then, good luck with whatever you buy. I will sell this in mid late 2016, but that is my time frame for this to work out. Not every item goes up at once, this is indeed flat for the year, but was up 100% last year. I expect it to double by early 2016, over the next 16 months, but not until revenue starts doubling again, it will happen.

    Opko 6 brand new revenue drivers in the next 15 months will easily double revenue, and that is before they gain traction in mid late 2016.

    Good luck.

  • burnaka@sbcglobal.net burnaka 9 hours ago Flag

    Frost's cost basis is low, he will never sell one share, he has a ton more money to buy shares. His dividends and interest in other holdings FUNDS about 75% of his OPKO buys, lol, he barely touches old money. His Teva dividends are funding a major portion of his buys. I have no idea about other income he has but some items are public knowledge. So he sold Ivax to Teva, and now Teva is helping him take Opko semi-private, Teva, they takeover that keeps on giving.

  • burnaka@sbcglobal.net burnaka Sep 15, 2014 3:18 PM Flag

    BUY this, put it in IRA, revenue will hit 1 billion by EOY 2016. Quit thinking the size of your wand, 4 inch/minutes, think decade 10 furlongs.

  • Reply to

    Does the 4KSCORE presently

    by dwoods4q Sep 15, 2014 11:08 AM
    burnaka@sbcglobal.net burnaka Sep 15, 2014 3:13 PM Flag

    yes, no code no reimbursement.

  • the Dr. thanks you, lol. Pick up a few hundred here is good.

  • 88th of 265 in the med/device sector. Zacks upped it's rating from hold , to buy, with a 2 rating.

  • If I had a hammer,
    I'd hammer in the morning,
    I'd hammer in the evening,
    All over this land,
    I'd hammer out danger,
    I'd hammer out a warning,
    I'd hammer out love between,
    My brothers and my sisters,
    All over this land.

    If I had a bell,
    I'd ring it in the morning,
    I'd ring it in the evening,
    All over this land,
    I'd ring out danger,
    I'd ring out a warning,
    I'd ring out love between,
    My brothers and my sisters,
    All over this land.

    If I had a song
    I'd sing it in the morning
    I'd sing it in the evening
    all over this land
    I'd sing out danger
    I'd sing out a warning
    I'd sing out love between
    my brothers and my sisters
    all over this land

    Well, I've got a hammer
    and I've got a bell
    and I've got a song to sing
    all over this land
    It's the hammer of justice
    It's the bell of freedom
    It's a song about love between my
    brothers and my sisters
    all over this land

    It's the hammer of justice
    It's the bell of freedom
    It's a song about love between my brothers and my
    sisters
    All over this la-a-and

    Read more: Peter, Paul & Mary - If I Had A Hammer Lyrics | Metro Lyrics

  • On a warm summer's eve
    On a train bound for nowhere
    I met up with the gambler
    We were both too tired to sleep
    So we took turns a-starin'
    Out the window at the darkness
    The boredom overtook us, he began to speak

    Frost said, "Son, I've made a life
    Out of readin' people's faces ( made BILLions)
    Knowin' what the cards were
    By the way they held their eyes
    So if you don't mind me sayin'
    I can see you're out of aces ( Cover BOY )
    For a taste of your whiskey
    I'll give you some advice"

    So I handed him my bottle
    And he drank down my last swallow
    Then he bummed a cigar
    And asked me for a light
    And the night got deathly quiet
    And his face lost all expression
    He said, "If you're gonna play the game, short
    You gotta learn to play it right

    You've got to know when to hold 'em
    Know when to fold 'em
    Know when to walk away
    Know when to run ( STUCK )
    You never count your money
    When you're sittin' at the table
    There'll be time enough for countin'
    When the dealin's done

    Every gambler knows
    That the secret to survivin'
    Is knowin' what to throw away
    And knowin' what to keep
    'Cause every hand's a winner
    And every hand's a loser
    And the best that you can hope for
    Is to die in your sleep"

    And when he finished speakin'
    He turned back toward the window
    Crushed out his cigar
    And faded off to sleep
    And somewhere in the darkness
    The gambler he broke even
    And in his final words
    I found an ace that I could keep, Opko that is.

    You've got to know when to hold 'em
    (When to hold 'em)
    Know when to fold 'em
    (When to fold 'em)
    Know when to walk away
    And know when to run
    You never count your money
    When you're sittin' at the table
    There'll be time enough for countin'
    When the dealin's done

    You've got to know when to hold 'em
    Know when to fold 'em
    Know when to walk away
    And know when to run
    You never count your money
    Until Dr. Frost is done.

  • Reply to

    ADD

    by miamianne67 Sep 7, 2014 11:26 AM
    burnaka@sbcglobal.net burnaka Sep 10, 2014 9:51 PM Flag

    On a warm summer's eve
    On a train bound for nowhere
    I met up with a holder
    We were both too tired to sleep
    So we took turns a-starin'
    Out the window at the darkness
    The boredom overtook us, he began to speak

    He said, "Son, I've made a life
    Out of readin' people's faces
    Knowin' what the cards were
    By the way they held their eyes
    So if you don't mind me sayin'
    I can see you're out of aces ( shorts are done )
    For a taste of your whiskey
    I'll give you some advice"

    So I handed him my bottle
    And he drank down my last swallow
    Then he bummed a cigarette
    And asked me for a light
    And the night got deathly quiet
    And his faced lost all expression
    He said, "If you're gonna play the game, boy
    You gotta learn to play it right

    You've got to know when to hold 'em
    Know when to fold 'em ( cover boy )
    Know when to walk away
    Know when to run
    You never count your money
    When you're sittin' at the table
    There'll be time enough for countin'
    When the dealin's done ( Q4 2016 )

    Every gambler knows
    That the secret to survivin'
    Is knowin' what to throw away
    And knowin' what to keep
    'Cause every hand's a winner
    And every hand's a loser
    And the best that you can hope for
    Is to die in your sleep" Short more, hole is deep.

    And when he finished speakin'
    He turned back toward the window
    Crushed out his cigarette
    And faded off to sleep
    And somewhere in the darkness
    The gambler he broke even
    And in his final words
    I found an ace that I could keep OPKO that is.

    You've got to know when to hold 'em
    (When to hold 'em)
    Know when to fold 'em
    (When to fold 'em)
    Know when to walk away
    And know when to run

    You never count your money
    When you're sittin' at the table
    There'll be time enough for countin'
    When the Dr. Frost is done

  • Opko only did their study on high parathyroid, but I think it would benefit low parathyroid to the point it might not eliminate the need for a replacement hormone, but reduce the dosage. Ckd patients have trouble metabolizing sun light into a rayaldee type product which impacts calcium, phosphorous and parathyroid levels. We know once the D level is held constant pth will drop if too high, we have not studied hypoparathyroidism, but this might prove a benefit also.

  • Reply to

    NPS pharma's (NPSP) Natpara drug

    by aart8facts Sep 10, 2014 10:59 AM
    burnaka@sbcglobal.net burnaka Sep 10, 2014 11:24 AM Flag

    npsp is profitable, though barely, this is their 3rd drug that might get approved. This drug is for low parathyroid, Rayaldee is for High parathyroid, two different conditions. I think Rayaldee might be able to help with low also, to the point it would reduce the dosage of a replacement hormone. Npsp has over 200m in revenue, anticipated to double next year. Opko will get in high gear based on PROVEN revenue growth, going to take time.

DF
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