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Thermo Fisher Scientific, Inc. Message Board

culleraa 103 posts  |  Last Activity: Apr 16, 2014 10:07 AM Member since: Apr 27, 2005
  • culleraa by culleraa Mar 14, 2014 11:34 AM Flag

    Not so hot! They got some 60% of what they had year-end... vs 100% for a Medidata. Might just be the business model... but a 50% growth in bklg turned into 12% growth in annual sales. Still, they got enough cash from somewhere to run the co. at breakeven + the 750k. So no pressing need for cash, unless it was the need for this metric that caused them to squeeze q4 costs? ... maybe that explains why they have not used the r/s for anything, yet.

  • Monovisc available to sell by end of quarter. Doubles available market to Mitek. No near-term change to 45% margin-level. Monovisc not to eat into Orthovisc sales. Embarrassing-high cash position. 100 m cash after these milestones.... and to pour in through the doors and windows...
    SKK went with different reseller in US for Supartz single shot... although that is said to be a not-so-hot-launch with 2% mkt share, same success for Anika would increase US sales by an additional 7is% on top of what growth they get in orthovisc and in market growth... not insignificant at all. In fact, if orthovisc growth drops to half, and monovisc can get +2%points per year, then seems to me we are talking about 10+10+10 growth overall for a long while.

  • Reply to

    Guidance and lack of

    by culleraa Mar 4, 2014 4:17 AM
    culleraa culleraa Mar 12, 2014 7:59 AM Flag

    Well, no.1, Anika said so. and 2, royalty is never real-time... info is valuable. Apart from adverse events, and duration, I would think other issues are too subjective. Duration affects the whole population, so at least numbers offset the subjectivity. Sherwood says he's still kicking at 11m!

  • Reply to

    Legally, have to be silent

    by culleraa Feb 28, 2014 7:50 AM
    culleraa culleraa Mar 11, 2014 6:03 AM Flag

    Truth hurts, source The Guardian:
    Siemens is well versed in the high cost of corruption: in 2008, following a string of high-profile bribery scandals, it agreed to a record $1.6 billion legal settlement with American and European authorities.

    Löscher's team quickly went to work. In an article for the Harvard Business Review, Löscher explained ...
    Siemens' culture of corruption extended far beyond the executive suite. As one German investigator later put it, "bribery was Siemens' business model". In fact, the company even had a handy accounting euphemism for its bribes: "nützliche Aufwendungen," or "useful money".

  • Reply to

    95% gross margin stream starting next week?

    by culleraa Mar 8, 2014 2:54 PM
    culleraa culleraa Mar 11, 2014 5:31 AM Flag

    True enough. Good job i did not write q2 of which year! As a 10yr stock holder one can sometimes lose track of the time scale. In that last presentation Barry confirmed what I was thinking: that the margin on direct sales of the high-end lenses is going to be v. high.. like software license revenue in the old days. That said, there is no NEED for the FDA to approve any more lenses... given that LASIK-kinds of procedure have vastly improved comfort and safety. So just hoping...
    A slow-down? in China to add to Japan is a bigger issue this year anyway sales-wise??

  • Reply to

    What does money buy....

    by culleraa Mar 8, 2014 12:39 PM
    culleraa culleraa Mar 10, 2014 10:11 AM Flag

    Well, agreed... "as-ive-bin-sayin". If it turns out that the market is easier to defend from the enterprise side, than conquer from the sme side (Click might prove this for us), then we are still in with a chance. CLick was quick to respond... and had the cash, though...

  • Well, technically the week after... and then after a little delay. But still. If the FDA ok's toric for the US the launch will all fit in q2. That means, hopefully, a marketing blitz and rep hires! Should be a little pent-up demand to cover it though.

  • ServiceMax gets 70 million... which IS a lot pre-IPO. Beats what TOA got anyway. Allows them to market the legs of Astea any time they want... In perspective, Astea Zack's hold on the company only allowed them to get 2 million for cloud developments. Well, IF the 2m went to the cloud.. though it might just got to fund the wait. Prior to that they got a few more million in 2008. None of this is really at-risk either: the 2008 money gets a 10% guaranteed dividend (Zack guarantees). Time will soon tell if it is worth the wait. It is not quite true that Astea had the market to itself... but it had the most know-how-not! ... of few players. Now it's getting crowded. ServiceMax has 100+ m at-risk looking for a billion-dollar ipo. We are at 15-20 m or so AFTER the ipo.

  • culleraa by culleraa Mar 7, 2014 1:33 PM Flag

    For the first time in a while,market cap here is now clearly way above what it is over there.... was about on par last few months. Not that that is a heck of a lot, same stock price here as 8 years ago... cos there's more stock and less cash! Over there, they seemed to have lost it, for now. I there were a merger today, the boot would be on the other foot...

  • Reply to

    No tipping point now

    by culleraa Mar 7, 2014 3:30 AM
    culleraa culleraa Mar 7, 2014 8:32 AM Flag

    How convenient to have this dialysis one now... there went a buying opportunity?

  • You can outsource the work, but not the risk. This should not have happened on deVivo's watch... shows again, like the salesforce fiasco, that little companies are more fragile than S&N. Luck for him he had a little painkiller to give us = bit of growth. Another one would be the ok on the pancreas ide.Since he had the chance to pre-warn, we can now assume an ok quarter. Might be worth something?

  • x12 to get to pre split vols! So maybe there is information in this move.

  • Reply to

    Secondary Offering

    by mikejoneswhatmikejones Mar 5, 2014 5:08 PM
    culleraa culleraa Mar 6, 2014 1:42 PM Flag

    Back to 12 already... seems to be a belief we are financing growth, not debt!

  • Reply to

    Can anyone offer any reason to buy shares?

    by csman43 Mar 6, 2014 9:25 AM
    culleraa culleraa Mar 6, 2014 12:39 PM Flag

    So someone else can sell?

  • Reply to

    Secondary Offering

    by mikejoneswhatmikejones Mar 5, 2014 5:08 PM
    culleraa culleraa Mar 6, 2014 5:03 AM Flag

    15% dilution might knock us back to 10ish. BUT that depends on who buys. An investor buyer will not flip the shares... and hopeful possibility that we will be back to 12 after the offering! .. since then the dilution event will be in the mirror.

  • Reply to

    Whats up here?

    by guyinsf1234 Feb 10, 2014 9:49 AM
    culleraa culleraa Mar 5, 2014 5:34 AM Flag

    One down... see filing. Market likes it, or something else...

  • Reply to

    January 1992

    by hillpack Feb 26, 2014 1:49 PM
    culleraa culleraa Mar 5, 2014 5:30 AM Flag

    Ah, but did you take the 1997 stock split into account? guess not... so not such a radical lipo perhaps...

  • Reply to

    Earnings - anyone concerned short term?

    by tommietomtom Mar 1, 2014 12:00 PM
    culleraa culleraa Mar 4, 2014 9:00 AM Flag

    Worry not,he still has 700K shares and options... and if he had been told... he could not trade (legally).

  • The new rather confident-sounding CFO gave guidance of higher than 40-50% growth for non-US sales fro 2014. Their export sales are 30% single-shot... the market might not be! Since Mitek is the re-seller and heard of the FDA approval a day earlier there is no way Anika will give guidance on their behalf. Add to that Mitek does not seemingly inform Anika of their inventory position or strategy, so Anika cannot know. US market is said to be 45%ish single-shot... so one can assume that the ONLY non-animal source will have its share, whether efficacy is no better. One has to trust that Mitek is incentivized by the huge margin they make. What is a positive here is that Anika margin is likely the same on both export sales and US sales (no sales to Japan!) unlike most other companies which suffer margin compression on good export sales. A normal positive surprise would be an immediate stocking order for the single-shot product... but it needs to be made and shipped in 4 weeks for q1.

TMO
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