If a company is a good company, and has good products, and they continue to innovate off them, it will be good. RIMM was not good at innovating after blackberry email, so look where they are now. Plug is good both last year and this year, IMHO it will continue to go higher in the mid term.
TSLA may be good it may not going forward if cars go to fuel cell. The batt will be dead. Personally I think so.
I always trust and verify.
You are correct, but at the same time, the stock should go up as the prospects of making more money, revenue or taking market share increases. I don't need to know that companies like TSLA or CRM continually experience share price increases because they focus more on growing the company's dominance in their field of expertise and target markets.
ALXA is supposed to be doing this, those of us like myself that believe they are doing it continue to support the company, but like I said, the company does nothing to gain further support which would reflect in increased liquidity and share price strength. I have shares in PLUG which is probably was further from making money than ALXA, but you can see how the shareprice has indicated people have more faith in it than ALXA.
I wasn't sleeping. just frustrated why we haven't heard anything. As I said before a great product will eventually lead to sales and profit. MSFT with ballmer didn't do as good as gates, but nonetheless still was making MSFT money.
honestly atlnsider, you have been giving much more information than ALEXZA has been giving its shareholders. This is frustrating to say the least that ALXA obviously does NOT care about its common shareholders. You can see this as the stock languishes in a unguided direction.
ALXA does not give the analyst enough information to make an accurate determination of headwinds for their product, and only gives optimistic viewpoints based on comments as forward looking statements which are protected by the disclaimer every company uses to protect themselves from shareholder lawsuits. The reason they do not want to stick their neck out is probably true because they place themselves first before common shareholders, who are their owners who are their bosses.
We still have yet to hear precisely their plans for funding AZ-002 in the pipeline, and I'm not to say I believe it is from the form of dilution, but if in fact they have a partner coming, why do not they say upfront we are in discussions. They like to keep people in the dark for the sake of their own interests.
gates is largest shareholder of deere. he's been buying lately.
2013 didn't add up to 30mm a year. It was only around $15mm, and cost of goods increasing is not a bad sign as that means they are selling product. it's nice to see R&D and G&A drop. Opex does seem rather high.
unfortunately we need a deal to be announced before revenue off sales will get to the level where we can cover expenses. I have asked several times, why we burn $30mm a year when there is no clinical trials. Is the rent on their building $5mm a year or what?
No doubt this has been a dog, I will take profits in DE as they come (perhaps more than just the dividends) If I end up doubling down on the hot knife I will do it.
the tractors are still what pump the economy as it helps produce the food we eat around the world.
take a look at PLUG. It was 15 cents last year, people were mumbling all sorts of comments such as this company will go under, etc. PLUG is the biggest winner for 2014. Just look for yourself. As long as it keeps going, never say never.
I understand that, my question is why is it so high? You've mentioned that the execs spend so much on themselves, so where is the rest of the money going?
Just wondering why the burn rate is so high? can you explain why it is so high? even if top execs are making $3mm combined a year, how does that translate to $9-11mm a year? that rate is even including no clinical trials or drugs in the pipeline. $3mm a year is less than $1mm per quarter fully loaded.
IMO I think we will see a two prong deal with another foreign partner. The deal will include partner rights to Alprazolam sold with adasuve in Japan, New Zealand, and Australia. It will be an advanced version of the Grupo deal in a non-overlapping market with a new stronger partner than Grupo. That is the next leg up for ALXA this year.
Once approved with FDA and EU, then ALXA will get a big pharma like TEVA for AZ-002 in 2015 by June. By then stock will be $20.+
Not to lack sympathy for those who went through the initial capital structure of ALXA, this is a new shareholder group that is free and clean of the original burden of ALXA when it IPO'd. This is like investing in the new CHTR communications after it emerged from bankruptcy. CHTR went up over 400% from its bottom since it emerged.
Reverse splitting is a way to cancel out older shares that didn't participate in dilution. Similar effect as a bankruptcy without old shares being forced out, new capitalization comes in dilutes old shareholders, reverse split and stock begins to move up as former issues are resolved.
If ALXA IPO'd at $80, when it got more cash with dilution, those same shares in the company to acquire the same percentage first round IPO shareholders bought in are now at $15 to buy same percentage of ALXA. If you wanted to maintain the same share ownership you would have needed to buy in the same round at the same number of shares. Penalty for older shareholders who didn't buy into it is dilution.
Obviously if you held onto your previous positions of ALXA, you someway believed there was a chance it will go up again in value, so you should have bought more at the time. It is obviously not too late since we're still closer to the bottom than the top. Otherwise, it would have been better for you to just sell and move on.
CF, so you are discounting the possibility of another deal in countries like Australia, New Zealand and Japan? You don't think they can sell Adasuve to Takeda for even $10mm as a purchase price for the rights?
Then we have middle east, China, you don't think you can get another $5-10mm at the least from those countries? If they get enough cash to Q1-2015, then they will have enough cash to wait until adasuve sales pick up.
I was correct in my estimate of around 10k units for grupo which means my stocking rate/sale rate is within the same range and I expect Q1 to be around 17k for Grupo. This would mean they are ramping up accordingly to their original estimates of how Adasuve will gain traction.
sometimes investing in downstream suppliers can be better than investing in the main driver. GTAT is a company that supplies AAPL with sapphire glass for handhelds and portables. It has since gone up 200% while AAPL paid a small dividend and went up and down like a soundwave.
Who knows ALXA may become like how INTC was for PC processors in the Inhalable drug platform market.
I wont argue something I cannot prove but what I can tell you is adasuve is best and only of its breed. It will be used in other drugs and increase in visibility.
Those were due to manufacturing process concerns which were resolved. How come toyota prius had gas pedals that got stuck. It has since been resolved. So has adasuve issues.