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Krispy Kreme Doughnuts, Inc. Message Board

cash2go 247 posts  |  Last Activity: 13 hours ago Member since: Feb 8, 2006
  • Reply to

    By The Time...

    by quantumcookies Dec 14, 2015 3:41 PM
    cash2go cash2go Dec 14, 2015 4:16 PM Flag

    Canada has a problem being so dependent on commodities. The story will be playing out all 2016.

  • Reply to

    Does this have a floor?

    by toscrawford Dec 11, 2015 9:56 AM
    cash2go cash2go Dec 14, 2015 4:01 PM Flag

    Old and gas producers going bankrupt will not be good for contracts they have in place.

    Bunch gets 9 thumbs down? Is this a pumpers board? Folks also missing the point and saying just the oil workers will be losing jobs. How many people benefit from oil related jobs, dividends....Think we are looking at a nasty 2016 in general. Not the end is coming, just that markets and economies peak.

  • Reply to

    My Thoughts on GNW

    by jmerkel9 Dec 14, 2015 12:20 AM
    cash2go cash2go Dec 14, 2015 3:37 AM Flag

    Found this:
    Approximately $4.2 billion of debt affected
    New York, February 11, 2015 -- Moody's Investors Service has downgraded the credit ratings of Genworth Holdings, Inc. (Genworth: senior debt to Ba1 from Baa3, see complete list below) and the insurance financial strength ratings of its life insurance subsidiaries to Baa1 from A3 following the announcement of approximately $494 million in after-tax charges related to its long-term care (LTC) business and the further impairment of the remaining goodwill of the entire US Life segment. The bulk of the charges were the result of the company's review of the assumptions and methodology refinement related to its LTC active life reserves. The outlook on Genworth's ratings is negative. These actions conclude the review for downgrade of Genworth's ratings initiated on November 6, 2014.

    (outlook negative)

  • Reply to

    My Thoughts on GNW

    by jmerkel9 Dec 14, 2015 12:20 AM
    cash2go cash2go Dec 14, 2015 2:11 AM Flag

    The tangible is showing there are plenty of write downs ahead. Free cash flow is negative. Company has international exposure fighting a strong dollar. Janet Yellen's 1/4% hike is creating havoc when it is only 1/4%, stronger dollar and what else does that say if she fails to hike? I think 2016 is going to be turbulent and risk averse. Also I've read where Genworth's LTC is currently looked upon as unfavorable for investment purposes. Thinking the stock has to find it's low and it will be a slow rebound because this one has to go through more pain to get to a hoped for turnaround.
    If Yellen raises rates to 1/4% and then has to give it back run for the hills on just about anything including GNW.

    Just starting my due diligence on this one. I thought you had a good argument for the company but there are lots of skeletons to be revealed in a tangible .14 and hard to see a real bounce until those skeletons have been whittled down further (bad headlines?) when their stock is trending like this one.

  • And SIGAQ is a full fledged disaster. What are the legal teams up too? Thinking this delayed release is telling us to expect a negotiated settlement. Lawyers, gulp.

  • Reply to

    OVERALL OUTLOOK

    by friendlytrader Dec 11, 2015 2:09 PM
    cash2go cash2go Dec 11, 2015 2:49 PM Flag

    Actual Saudi Reserves mean endless supply short term. Saudi's will drive out all high price competition and grow share significantly higher. Long term I suspect alternatives to oil will grow as a warming earth tips a little too warm. Less oil will be needed by a world fully aware a crises has begun. Saudis will collect as many dollars as possible in the next 20 years and that means "share".

    Goldman said $20's are possible, and that just may get gasoline to sub $1.00.

  • Reply to

    Walgreens overseas invert

    by cash2go Dec 11, 2015 10:14 AM
    cash2go cash2go Dec 11, 2015 2:26 PM Flag

    FTC seeks more details on merger. Former Justice Dept attorney sees this as "serious competitive concerns.

    We all know WAG will issue ultimatum and threaten to base overseas, which is what they really want out of this ploy.

  • Reply to

    Walgreens overseas invert

    by cash2go Dec 11, 2015 10:14 AM
    cash2go cash2go Dec 11, 2015 1:47 PM Flag

    Pfizer doing it now. Pfizer will still charge much more for same drug in US versus overseas. US consumers should be very PO'ed.

  • If US fails to OK merger. My guess, WAG doesn't really want to merge, they do want to invert to overseas a grab the tax advantage w/o PO American customers. Makes it look like government is causing them to make a move unpopular with public.

    All my wild guess as to what it really happening. Think we need to start taxing imports in a way to even the playing field?

  • cash2go cash2go Dec 11, 2015 12:15 AM Flag

    From Dec 7 CC sounds like there will be no UCART19 trial in December. And, it may be late 2016 before we see a human trial started. The pretreatment needs to be established (not fine tuned) from the way I heard the call. Same with UCART123. No human trial for another year is going to put this company well behind in the CAR T market?
    Anyone have a link showing the actual ASH presentation(s)?

  • cash2go cash2go Dec 10, 2015 3:41 AM Flag

    Nice summary.
    Nov 16 CC Cellectis was enthusiastic and mentioned (multiple patients) on compassionate use. We can only guess what the companies have learned and been able to share. Cellectis mentions a phase I trial still targeted to start Dec '15.
    Nov 19 Servier announces early exercise of option along with $38M

    Dec 7 Recent CC on UCART19 Cellectis gives details about merger and that UCART19 was no longer in their hands. Also mentions the pretreatment protocol is not ideal and will change as they do further research and test. I guess that means Servier doing the fine tuning? Asking investors to be patient. Have you listened to the Dec call and what did you hear? I'm no longer expecting a UCART19 trial to start this year and don't have an idea when to expect one.
    Would love to hear someone's take on the Dec CC, left me really flat on what to expect for timelines.

  • Reply to

    NVS taking lead in T-CAR research

    by hrdwkgdog Dec 7, 2015 4:05 PM
    cash2go cash2go Dec 7, 2015 4:55 PM Flag

    "$500,000 and $1 million is a reference point as it develops the therapy", don't see how the health care system can afford the NVS type of cure? I think we all know health care has the potential to offer unaffordable care for the vast majority. Looks like we are there.

  • cash2go cash2go Dec 7, 2015 10:10 AM Flag

    The preconditioning regimen for CAR-T therapy in general will change with time seemed to be the takeaway from ASH conference. Not clear if that will delay plans on UCART19 and UCART123 human trials? UCART19 compassionate uses are already in demand and it's going to be up to Servier and Pfizer from this point. UCART123 going to be orphan status and looks to be fastest route to actual human trial readouts??? From conference call cost to manufacture dosage for one patient equals about $15,000, huge advantage to autologous therapy. I've yet to see based on price how autologous therapies are a reasonable option in cancer therapy for anyone but the self insured millionaire.
    Looks like this will be a long term investment unless patient demand can fast forward availability, which has happened in England in 2015. Nothing was said about the phase I trial scheduled to start in December 2015, that will now be up to Servier/Pfizer.

    GLTA

  • Reply to

    CNBC's Meg Tirrell Tweeting on CLLS from ASH

    by npq3ls Dec 5, 2015 10:33 PM
    cash2go cash2go Dec 6, 2015 10:50 PM Flag

    Now that Servier has early opted on CART19 suspect that as CEO has said in past they will move forward with focus on CART123 in conjunction with MD Anderson. BPDCN could be the short path to gaining Breakthrough Status and eventual approval from FDA IMHO. On paper it looks like a slam dunk. Of course Celectis almost needs a patient to show some signs of graft host problems to show they are manageable IF they occur and how likely and how severe the problem is if it does occur. Remember Cellectis has the gene knockout to prevent the adverse rxn and UCART suicide switch to use if you get a severe host graft rxn.

    Genetic cures will not only be for cancers, 2016 could be the year we turn a major corner in healthcare.

  • Reply to

    CNBC's Meg Tirrell Tweeting on CLLS from ASH

    by npq3ls Dec 5, 2015 10:33 PM
    cash2go cash2go Dec 6, 2015 10:33 PM Flag

    Jacob Plieth tweets on ASH and a good read for those interested in immunotherapy and CLLS. Lots of tweeting by others on CLSS ASH presentation. Didn't catch anything new that hasn't been presented in the compassionate use case. Not even a mention of the other patients that were on compassionate use. FDA is very limiting on what can be revealed by a company that agrees to compassionate use of their drug. Maybe the lay press will break another story soon?
    Server and Pfizer are probably taking an early control to partly limit compassionate use as the conditions in these settings are far more likely to see unwanted outcomes (bad headlines) without control of targeting the more ideal patients for a positive outcomes.
    Did see where a trial will be starting with University College London/Great Ormond Street Hospital For Children where I believe the compassionate use has been centered. Looking forward to more detail Monday morning.

    GLTA, Looking for Monday AM positive news how the pipeline is moving forward. Post ASH we may even get a dip from the short term investors exiting?

  • cash2go cash2go Dec 4, 2015 1:40 PM Flag

    I'm expecting more positive news from Monday. The CART19 trial begins? In the last CC it was mentioned that several more patients have been granted compassionate use. Knowledge gained from compassionate use is not allowed to be disseminated to the general public and investors by the company. However, the extra patients are no doubt revealing more about how CART19 is faring in the compassionate cases and helping greatly in the design of the first trial.
    I'm much more focused on Monday than the ASH conference.
    The Autologous faction looks to cast serious doubt on the Cellects avenue of immunotherapy as it cast serious doubts about their impossibly expensive route. Could be a rough Q&A oral session at ASH.

    Monday should be nothing but good news, yet may still see a post ASH selloff? I'm wading through the news coming Monday and hope to see investable positives no matter the price up or down on Monday.

    GLTA

  • Reply to

    Now, what happened? I'm long, but why, how?

    by mms747747 Nov 26, 2015 1:11 AM
    cash2go cash2go Nov 26, 2015 4:15 AM Flag

    Cellectis has the potential to make affordable immunotherapy a reality. Just got news of great results from a terminal infant given a Cellectis tx and is showing no signs of remaining cancer (compassionate use case). The word (cure) is being used where a patient would normally be looking at palliative care.

    See ASH conference starting DEC 5. Even if your not invested you will be very happy if Cellectis' can tell us more about compassionate use and positive results they are seeing.

  • It's trading at 20% discount. $31 billion needs to be unloaded and hedged by a lot of Wall Street. WS always playing the suckers

  • cash2go cash2go Nov 19, 2015 3:19 PM Flag

    FT also reported:

    The Financial Times reported in May that Pfizer was interested in buying Cellectis but a deal failed to materialise. The US company owns just under 10 per cent of the French company after the pair entered an alliance last year to develop further cancer treatments.
    Pfizer has been a relatively late arrival in cancer immunotherapy — widely considered the biggest breakthrough in oncology for decades — but is investing heavily to catch up with leaders

    *** Today's stock price has nothing to do with reality. Pfizer would need to refocus on Cellectis and forget the Allergen deal making the headlines. Gene editing with TALEN technology has potential that goes far beyond cancer.

  • Reply to

    Listened to CC and compassionate use

    by cash2go Nov 18, 2015 12:47 PM
    cash2go cash2go Nov 19, 2015 2:07 PM Flag

    Another plus is the Calix arm of Celectis is having good success. In CC they mention it takes them about 3 years to accomplish what other genetic teams need about 10 years to accomplish. The improved cold storage quality potato being an early success and seeing todays news about genetically modified salmon's approval shouldn't the market eventually start to price in some value here?

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