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Krispy Kreme Doughnuts, Inc. Message Board

cash2go 151 posts  |  Last Activity: 7 hours ago Member since: Feb 8, 2006
  • Also the 3-12-15 News

    Potential Biomarker May Indicate Advantage with Tivozanib in Advanced Colorectal Cancer
    A potential biomarker called NRP-1 may indicate longer progression-free survival with tivozanib over Avastin for patients with metastatic colorectal cancer.

    In the predefined biomarker analysis, patients with low NRP-1 showed an improved PFS compared with those with high NRP-1. Patients with serum NRP-1 levels below the median had longer PFS with tivozanib (17.9 months) compared with Avastin (11.2 months). This demonstrates NRP-1 may be a potential biomarker of tivozanib activity relative to Avastin, according to the researchers.

    PFS was shorter in patients with high serum NRP-1 levels (7.3 months with tivozanib versus 7.5 months with Avastin).

  • The rejection was bizarre. Look at the data and the side effect profile and play doctor. Which drug do you think would be best for you renal cancer patient?

    Look at the added PFS Tivozanib will add to patients failing their first therapy and it's a hands down success.

    AVEO needs to take their time before considering a partnership and I think there will be many choices. All the competitors with established sales forces would make for home run partners. All partners knowing they would be getting a drug as good or better than theirs and one with a far lower side effect burden. Expect a bidding war.

  • Reply to

    Tivozanib Question

    by colinelbasani 10 hours ago

    Avoiding Hand & Foot Syndrome is also a huge advantage. Quality of life should speed use to first line if results pan out. It's going to be a long term investment for me, no idea on the trading side.

  • Reply to

    Tivozanib Question

    by colinelbasani 10 hours ago

    Lot of emotion and traders in this stock. Huge positive results turned up in a subgroup and another trial will take a while to prove out. Will not be selling any of my shares at $3.09 after ASCO.

  • Reply to

    Toxic financing with Ridgeback Capital

    by cash2go May 21, 2015 8:56 PM

    A$13.75m for consideration of an issue of convertible notes which will be convertible into Prima ordinary shares at 2.00 cents per share

    Is this a Mafia Stock?

  • Reply to

    Toxic financing with Ridgeback Capital

    by cash2go May 21, 2015 8:56 PM

    Something smells fishy when they dilute at such low prices a few days before PR. Anyone know history of management?

  • Reply to

    st joe perspective

    by cheekscheeks26 Apr 6, 2015 7:38 PM
    cash2go cash2go May 21, 2015 9:51 PM Flag

    Googled the airport and surrounding area. Sad. It shows in the short position here.

  • May 14, 2015

    Ridgeback's A$15m investment in Prima will be made in two parts:

    An immediate placement of approximately 72 million Prima ordinary shares at 1.73 cents per share ("the Placement"), worth approximately A$1.25m and representing 4.94% of Prima's issued share capital after the placement; and
    Subject to obtaining Prima shareholders' approval, a lump sum cash investment of approximately A$13.75m for consideration of an issue of convertible notes which will be convertible into Prima ordinary shares at 2.00 cents per share

    * Even considering the conversion to Australian listed shares this is very dilutive financing. If management doesn't address this dilution issue right away it's not good for shareholders.

  • cash2go by cash2go May 20, 2015 5:39 PM Flag

    Not selling any shares I have as a 25% gain would likely beat any alternative investment I have in sight. I do plan to add shares a lower prices should they be offered if the DSC decided to hear the case (A possible panic selloff I hope)
    T Congrats on your position and lower entries. You and I are looking at this one from different angles. I will be buying additional shares in my 401K. I also think there is upside potential for PIP if Siga wants to drag this to the DSC. DSC gave Parsons some good advice on how to go forward on this Bad Faith Lawyer ill intent Billionaire nightmare. I really think Parsons went far to conservative in his decision to "reward" PIP for doing the right thing.
    Has Siga had a favorable ruling from Parson, DSW, the BK Court? The BAD Faith and Ill Will ploy of Siga is everything a the honorable courts of this nation despise.

    GLTA, hope Perelman and his millionaire advisers get tired being jackasses. I would even like to see the small shareholders of Siga benefit from future negotiations. (Can they beat my 8 thumbs down)

  • Reply to

    Study details source anyone?

    by acceptonce May 20, 2015 1:23 AM
    cash2go cash2go May 20, 2015 5:24 PM Flag

    Younger patients are going to respond better at earlier stage of the disease. The dose used in trial is not going to work. far too low. Is this going to be one of the early prevention drugs that prevents or greatly slows the advancement of heart failure?
    Older patients with more advanced stages of the disease, I hope so. Adverse risk likely will accompany more aggressive treatment for these patients. Hope the best.

    I've been following this one a long time and hoped to "breakthrough therapy" carry through for the large need. Good luck to all, especially the patients. Anyone else have loved ones facing this challenging disease. One I fear may be in my genetic future.

    GLTA

  • Reply to

    No insider buying? Hmmm ....

    by borne2fly May 20, 2015 2:03 AM
    cash2go cash2go May 20, 2015 4:22 PM Flag

    Insiders would be going to jail for any insider knowledge they were trading.

  • Reply to

    Study details source anyone?

    by acceptonce May 20, 2015 1:23 AM
    cash2go cash2go May 20, 2015 4:21 PM Flag

    The dosage. Wouldn't buy one share at old dosage. Who knows what open label studies in
    Grat Britain or France may be showing. Animal studies showing something very interesting?

  • Reply to

    What's wrong with this dog?

    by kazi.victor May 19, 2015 12:37 PM
    cash2go cash2go May 20, 2015 1:17 PM Flag

    Horsehead Starts Zinc Production at Mooresboro, NC Facility
    5/21/2014

    ...The facility, which started construction in September 2011, is expected to have initial capacity to produce 155,000 tons of zinc per year. Ramp up to the initial capacity is expected to take up to six months. Construction of the co-product recovery circuit at the plant is expected to be completed mid-year and its ramp up is expected to occur over a twelve month period.

    (Not near 10% of that level yet, investors would like to know how management could be so fa r off on their projections)

    GLTA, the raising of cash may be telling us the solution is further off than we are being led to believe. Bottlenecks?

  • Reply to

    What's wrong with this dog?

    by kazi.victor May 19, 2015 12:37 PM
    cash2go cash2go May 20, 2015 12:44 PM Flag

    Earnings projections continue to fall all the way into next year. I'm starting to believe someone needs to admit something about "The new zinc facility uses a technology which is completely different from that used at our former Monaca smelter."

    But:
    "The primary bottleneck thus far has been the removal of solids at the front end of the process. " Note they say 'primary' as if there are some bottlenecks in this new technology they are not covering with investors???

    * fully operational, is expected to produce 155,000 tons per year of zinc metal
    * The facility produced approximately 10,000 tons of zinc metal during the quarter

    As you said, What's wrong with this dog? And the earnings projections continue to slide.

  • Reply to

    $1.70?

    by cash2go May 19, 2015 12:15 AM
    cash2go cash2go May 19, 2015 1:55 PM Flag

    7 Thumbs down?

    Just wondering how others are planning to maximize profits. A 25% return in 6 months would be fine. I'm just guessing some smart guys are going to do much better than that and may want to share.

    Hey, Siga just put another $30,000 in the kitty today.

  • cash2go by cash2go May 19, 2015 12:15 AM Flag

    The reorganization made it clear this company is likely to close shop and distribute assets after the Delaware decision. I'm guessing by the time all is said and done it will be $200M plus plus around $15M cash.

    Shareholders = $3 cash then you have to pay taxes. Not going to be a huge gain from $1.70 for many. Time to sell and collect shares in an IRA or 401K?

    GLTA

  • Reply to

    joe airport a joke... venture crossing the same..

    by nhojrekoj Apr 16, 2015 5:35 PM
    cash2go cash2go May 15, 2015 2:40 PM Flag

    Trailing P/E (ttm, intraday): 857.37
    Forward P/E (fye Dec 31, 2016)1: 125.04

    Smells like Wall Street at it's worst

  • Reply to

    Cart T

    by jiggerman1965 May 10, 2015 4:04 PM
    cash2go cash2go May 14, 2015 3:49 PM Flag

    If anyone knows how CAR T therapy can be made affordable I'm ready to invest. $500,000 yearly? Were gonna need death panels to see who gets the therapy.

  • cash2go cash2go May 14, 2015 3:08 PM Flag

    Wish more boards could be this informative. Thanks guys.

    Love the management on this one and if ever there is big upside surprise they will be sure that shareholders are as happy as management.

  • cash2go by cash2go May 14, 2015 11:34 AM Flag

    Levered Free Cash Flow (ttm): -152.43M
    Total Debt (mrq): 2.10B
    Book Value Per Share (mrq): 34.59
    Forward Annual Dividend Yield4: 1.30%

    Must be an Institutional thing? GLTA

KKD
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