I think the market at least breaks even and probably goes 5% higher for the remainder of the year. Where do you go with $$. Bonds, Gold, overseas don't have a lot of appeal. Until the Bond yield gets back above 3% it is pretty hard to make that case. I have been here for about 4 years and with the recent move I am up 55% on a total of 78,000. As someone on another string said I can be bought out at $15 or above (maybe $12) depending upon developments.
Wilder I liked your ex US partner scenario it would be nice if management would surprise us just once with something shareholder friendly. In the long run they need the cash I get that.
I really thought that the next PR was going to be a partnering deal but we got the SO first. I like what you are cooking I would be shocked if this management pulled that off. But then again we have a new CFO! Even Ernie is sounding more optimistic these days.
"Notion of an equity investment by the partner" I purchased quite a few shares after the last earnings CC as I thought MMM clearly signaled at least 2 things (Duck called it "The Tell"). Today's results and a quality partner. He went so far as to speak of HCC market size and define that partner's being considered were large reputable companies. This is from my memory not his words.
Wild do you have an opinion on ACAD I have been in since about $25. I suppose it has been discussed here but I don't recall.
During the recent earnings CC MMM indicated as such. I cannot recall the exact quote but if memory serves they have significant discussions with reputable companies. I get the feeling this is the next PR.
Does this put Cabo in the $400 - $500 M sales range for this indication and if Celestial does produce what sales number would come from that?
They seemed vague on the results than saying it was significant. I get the feeling there is more news on the way. Enabler what is your take Duck or Ernie if you guys are around wouldn't mind hearing your thoughts. Maybe a partner or buyout to follow.
Well that is the only answer I can conclude or he just made a really bad career move. With that resume seems like he could have gone to a lot of different companies yet he chose EXEL with barely enough cash to get through to xmas bonus time.
I recently emailed IR and Susan Hubbard's response was "our guidance for METEOR data is early Q3 15. Which to me means sometime in July but I suppose early August would fall into early Q3.
"Meteor Results" I had it 50/50 for the July 4th weekend and I was almost certain we would get an announcement this a.m.
When I have been frustrated or impatient with this stock I have reminded myself what the people who have this disease are experiencing. It is a bit sobering that we are waiting on "events" to see how our investment will do.