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Anika Therapeutics, Inc. (ANIK) Message Board

culleraa 26 posts  |  Last Activity: Feb 8, 2016 7:32 AM Member since: Apr 27, 2005
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  • Supposing the sp reaction reflects something real, maybe the issue was they won the 131 patent - meaning all the XRs are somehow protected. There is this bit on the law360 site, I assume it refers to 131: Padmanabh P. Bhatt, Supernus’ senior vice president of intellectual property and chief scientific officer, said the initial prototypes for fast-, medium- and slow-release versions of the drug failed to meet expectations for bioavailability, which is the amount of drug that is available in the system versus how much is delivered into the system. The drug’s performance improved with the addition of a solubility enhancer, Bhatt said.
    Normally there issues are settled and patent owner pays for the challenger to go away until just before patents run out. In this case Acatvis chose to fight. Why? maybe they felt the patent was in the way of many other XR formuli... or someone annoyed someone. Or they wanted to buy Supernus on the cheap, if they won?

  • This paper was in 3 journals at once!: In the light of the aforementioned results of our NMA, the American Medical Society for Sport Medicine recommends the use of HA for the appropriate patients with knee OA. To be noted that the surgeons once again use the same sources to say the opposite...

  • Yesterday's news was interesting in that Carby tried HA + steroid vs just steroid. But it was their cheap "generic" HA which made no difference to the combination. Steroid alone did well. Placebo effect for saline is v high which is what Flexion found out... steroid was better than saline, but not at the target week, indicating not much better! Saline works v well. Anika has best data eve for HA+teroid r, if it is to be believed. Danger is that fda wants a second trial and that ain't so good? Anyway's fda's delay to cigal is less of an issue these days....

  • any way you look at it. Looks to me like some 5m of q sales they get kind of automatically for updates or self-service. If that's the case a private buyer could lose the entire sga, keep the r&d and earn 12 m a year for quite a while! That would be worth a lot more than the co is right now...

  • 70% growth target is nice... but only 50% if we are t believe the spin that some deals just shifted. Then 70 becomes 50, that nice, too.

  • Reply to

    So what's the point for adat shareholder...

    by culleraa Jan 27, 2016 10:32 AM
    culleraa culleraa Jan 27, 2016 11:14 AM Flag

    Dunno. Initial dilution is not the issue, just the lack of upside if the business is successful. Only after 4 yrs will it be known what the adat share of the co is...

  • Except better than bk. Little progress and own 80% of little... or great progress and own 10% of something bigger. But that something is not megabucks like FB or Apple...

  • Gorsky said Anikas monovis & orthovisc made an important contribution to their quarter in ortho. Several extra shipping days in the q, too. Explains the jump up today...

  • Reply to

    We close between 10 and 11

    by mondostocky Jan 22, 2016 11:10 AM
    culleraa culleraa Jan 26, 2016 8:25 AM Flag

    Take another look, because the CF is worse than it looks. Unlike other hi-tech co's they invest more in the tools than they depreciate them... around a 2 million swing there. That net investment should really be in the gm line. Then that high figure is stock comp... lower sp will mean making it up in other ways or the reps etc will leave. Not sure how BE can be achieved before cash runs out. As long as docs are chasing DES, it's running to stand still in the periphery. Coronary is easier, but no avenue for profits with a separate sales force...

  • Reply to

    13D filed by insiders

    by culleraa Jan 25, 2016 10:47 AM
    culleraa culleraa Jan 26, 2016 8:10 AM Flag

    Look on SEC's EDGAR

  • Wood's widow got his shares and apparently added to them "big time". Accounts for the spike in Dec. ... not a quiet period. Insiders WC,Cox plus the widow own 20% of the co as a group. Now why would she not be diversifying?:
    Mrs. Wood has full faith and confidence in the board of directors and management of Datawatch. She believes that Datawatch stock is trading substantially below Datawatch’s fundamental value and she has no plans to dispose of the shares of Common Stock that she beneficially owns.
    Meaning, no overhang... and to prove it she bought more...

  • Sure the diamond works well. Needed in severe calcification, but there is not really that much of that. Which is why the reps are needed to force the use. They bought growth in the past by adding reps, quite well really. But went too far now., the SGA spend is out of control.... given a fixed 5m or so needed for the GA side, they need to cut 40% off the reps costs to break even... or 40%+ increase in sales. With DCBs latter not going to happen. They can't re-jig the salesforce twice so they have only 2 options: sell now or sell later to a bigger player that can go up against BSX or MDT in the peripheral. A creative solution would be to sell off the peripheral and keep coronary!.

  • culleraa by culleraa Jan 12, 2016 10:32 AM Flag

    You gotta hope Caren was listening to Gorsky over at JPM yesterday. He literally said: "One of the reasons we are here….We would prefer to find the next minimal invasive surgery platform with a contact lens."

  • I make it now some 22 million shares with was it 3m in the sub 4 dollar range. Sales in the annual 18 m range... depending. Cash raise implies they still have an A/R problem, or it was tied to converting the A/B preferreds

  • Reply to

    Meeting

    by svchiro Jan 4, 2016 5:25 PM
    culleraa culleraa Jan 12, 2016 7:58 AM Flag

    Good to hear. And Jazz did say at JPM that the intend to be VERY active in corporate development in 2016 - based on current low valuations 2016 is a key year to be active. With 45% after tax margin a lot of value to share...

  • Reply to

    Mispriced or what?

    by culleraa Nov 4, 2015 2:11 PM
    culleraa culleraa Jan 12, 2016 7:43 AM Flag

    Based on prelim result, growth should still be double digit ending the year. If the growth was on the health side, stock should get back a lot of recent losses.

  • Looks like they lose 55% or so of the value of the neo market in 2016 vs recent quarters. Still, should get over 100 m gross margin. With lowish sga and r&d could still break even after royalty, earnouts and taxes. Benefit of Neo sales to cash position were not that great as sales imply, so even a massive drop is not a killer. Key thing is to avoid dilution prior to FDA approval decision on SO. If that can be maintained, seems like things still add up?

  • culleraa culleraa Jan 8, 2016 8:17 AM Flag

    Think again. All of these "buys" were NOT. They are all RSAs. ie delayed bonuses as stock. If the receivers flip them for cash, they should show as market sells, however...
    Correct me if wrong...

  • Same as before in august, if one adds the synergy 5m. Someone's math changes the adj EPS from 1.25 to 1.02 at the mid points... which might be tax/ dilution related... or then not. On either measure, if one believes the Amitiza franchise holds up, then the stock is a cash cow with a "free" pipeline attached... Guidance implies trading at proforma sub 8 ebitda by end of 2016.

  • culleraa by culleraa Jan 7, 2016 8:55 AM Flag

    Well, not much... nuf for a year at current rate. Pricing ok given the chinko bubble bursting. Not enough cash to launch for Uveitis... and why, anyways with Alimera there.Does make you wonder, though, that we can raise cash at sensible dilution, but Alim can't... or at least not yet!

ANIK
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