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Panera Bread Company Message Board

cpb38 7 posts  |  Last Activity: Jun 22, 2014 3:07 PM Member since: Nov 11, 2004
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  • cpb38 cpb38 Jun 22, 2014 3:07 PM Flag

    The Icahn School of Medicine is named after Carl Icahn because of a $ 200 mil. gift Mr Icahn made to the school. It is not a medical development research lab for Carl Icahn. The PR states the research is one of many methods being studied. It is quite a stretch to imply this as a potential investment by Icahn, and it is quite a stretch to imply a member of Mr Icahn's family will develop breast cancer and be saved by CSBR's method. If you have any facts please share them.

  • cpb38 by cpb38 Jun 4, 2014 1:10 AM Flag

    Dividend declared for August of $ 0.70.
    Vernon Davis not happy with contract and expect he can get more.

  • Reply to

    Current Pfizer job listing

    by cpb38 May 3, 2014 6:02 PM
    cpb38 cpb38 Jun 2, 2014 11:40 PM Flag

    PFE is licensing CSBR's method to do reserach. The job listing shows some commitment to the method. That was the point of the post - not to show competition.

  • cpb38 cpb38 May 4, 2014 2:25 PM Flag

    Can you make a case for shorts to cover? Every quarter the GROSS profit is negative. That is before operational expenses and is a vary big reason not to cover.

  • Pfizer is hiring Director, In Vivo Pharmacology, Oncology.

    Primary Duties:
    Key efforts for this leader will be to:
    1) Oversee development and use of mouse models of cancer including cell line derived xenografts, patient derived xenograft models, GEMMs, and orthotopic models to evaluate novel anticancer therapeutics

  • Reply to

    Message to Company

    by thebodab Apr 30, 2014 7:13 PM
    cpb38 cpb38 May 1, 2014 11:13 AM Flag

    Remember last September when you posted, "Lets see how things wash out now that they have put the development costs behind them to get to 3,000+ per day. The reserves have grown 188%. I like getting money from the companies I invest in. If you don't like the company sell."

    I guess you have changed your mind. The problem is they should have cut the dividend a long time ago and now it is too late. If they cut the dividend now then the comparison to Argent, which I believe is responsible for the sell-off, will become more intense and ENYTF will sell-off even more. Would be a good buying opportunity though...sit tight

  • Reply to

    CT Order

    by rockman2477 Apr 20, 2014 11:42 PM
    cpb38 cpb38 Apr 30, 2014 8:52 PM Flag

    The SEC filling specifically mentions exhibit 10.1 which is the agreement between CSBR and Pfizer. It says in the exhibit, "Confidential treatment has been requested for portions of this exhibit. The copy filed herewith omits the information subject to the confidentiality request. Omissions are designated as ***

    So if you want to know what is being held confidential, look for the ***.

    For example, "Champions will license to Pfizer *** TumorGraft Models under the license".

    It appears to me they are keeping the price to Pfizer confidential

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