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iCAD, Inc. Message Board

culleraa 16 posts  |  Last Activity: Oct 5, 2015 8:43 AM Member since: Apr 27, 2005
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  • culleraa by culleraa Oct 5, 2015 8:43 AM Flag

    The good news is that it is rated at all! In addition, the short text summary omits that pharma is not really one "US" product when a significant part of earnings comes from non-US. Penetrating the Japanese market was the underlying reason this stock is worth more now than 2yrs ago. RTU will make Amitiza even more local there... and offers a direct channel approach if ever needed. Gross margins should go to normal pharma levels in a few years.

  • Reply to

    Few company's in same sector as WGBS

    by marcingt46 Oct 1, 2015 1:39 AM
    culleraa culleraa Oct 1, 2015 7:05 AM Flag

    True... in absolute numbers. Both Wafer and Fluid are down 65-70% over a year. In terms of momentum it is striking that the business value EV of Fluidigm has dropped 80%, and 90% from its peak.They have 3.5 cash per share.

  • On an eps basis co ranks as below a PE of 20 ... these days a generic valuation (esp an adjusted PE of 14 or so). A lot depends on normalized taxes of course... More so, adjusted profit margin is 60% or so... and since no direct sales costs, it will go up % wise as sales go up (US, EU etc).... even though RTU has been flat in dollar-terms. IF they get the debt sold, they still have cash for acquisitions, so as many expect... there might be something else in the works too!

  • Whoever he? is... filed again a few days ago. Now no.2 behind Austin&Greenhouse. Hopefully he knows! it's undervalued, not just hoping....

  • culleraa by culleraa Sep 18, 2015 9:24 AM Flag

    Co. either worth a lost or worth nothing... although an EV of 5 is almost zero. Over the summer both Fluidigm and Wafer lost some 75% of their value, Wafer is coming back though.

  • Some 15%+ on the stock price and Sucampo outdoes IRWD by market capitalization. Looks like it could happen, and who would have thought it only a year or to ago. Maybe Uenos sell some paper before that, but seems the stock always recovers. I wonder if there is something else going on here though.... like another aquisition and a 2PO to pay for it...

  • culleraa by culleraa Sep 16, 2015 11:36 AM Flag

    Looks like we were robbed of a dollar/share with the last share offering... was it then known of a bid? Likely, but. P/S ratio is 3.5ish on this deal, so quite ok. That said, biz could have been sold as-is 3 years ago, not so much positive has happened since. Then the share count was some 3 m less!

  • Reply to

    Our "genius" is riding two horses

    by culleraa Jan 21, 2014 6:49 AM
    culleraa culleraa Aug 27, 2015 7:03 AM Flag

    Either 1+1 =2 and not much more, market anticipated this, or has not factored the merger in yet. Logic is as compelling now as it was when I wrote above. Price is same, but with cash offset. Market cap is a billion, too!... although the EV is now some 1.4 billion. RTU no longer has the RP drug program - didn't work - but has a fair pipeline for Greenleaf to talk about. Note his and other's background in immunology. Also, he integrated the company the right way, ie not into sales, yet.

  • culleraa culleraa Aug 27, 2015 6:47 AM Flag

    Nope. Still, likely a good thing not to have re-invested in stocks immediately!

  • Reply to


    by bonthomme Jul 14, 2015 9:45 AM
    culleraa culleraa Aug 19, 2015 6:47 AM Flag

    Quite. Live and learn. Still in the 4 months, if it is that long, you make 1.5% annualized on the buy of 12.59 without trading costs. Buyer/settler risk-free return is not much more...
    First one to see any cash from the settler gets a thumbs up!

  • Just to point out that this is not a simple 7 m stock valuation: Zack has some 1.6 m shares from the convertibles... add to that the options granted on some 0.7 m, so far. So real share count is around 6m+ in any change of control. Of course they all bring in cash... some 8 m maybe , so even at say 4 a share the EV would be just some 16 m ... neglecting debt. Comforting...

  • Reply to

    Moving in the right direction

    by who_gnu_1235 Aug 15, 2015 5:36 AM
    culleraa culleraa Aug 17, 2015 7:09 AM Flag

    Agree with the sentiment... as for predictions, we'll obviously have to see. They sound as optimistic as usual, but then they have to be! The "real" gross margin is up to 45% now, or again, which is not bad considering the cloud business... at least on a quick calc.
    This 20% growth needs to continue for a year or two... then the eps will turn positive like a rocket. On the other hand, though that before!

  • Reply to


    by bonthomme Jul 14, 2015 9:45 AM
    culleraa culleraa Aug 17, 2015 6:39 AM Flag

    Hi, thanks for replying! Before going on vacation, I mailed the broker and took them a while to respond: "My colleague at our corporate actions department informed me that Nordnet does not inform customers about this as customers are unable to do anything. We will send in the documents regarding the Israeli tax, so customers do not have to pay tax on the merger. So no action is needed from your part at this stage."
    As of today, stock value still in account ... but no cash, yet! Did you have better luck?

  • Reply to


    by bonthomme Jul 14, 2015 9:45 AM
    culleraa culleraa Jul 22, 2015 12:17 PM Flag

    Can you share where you got the notification from? So far, I have not received one... (process explains the wide spread...)

  • Reply to


    by bonthomme Jul 14, 2015 9:45 AM
    culleraa culleraa Jul 20, 2015 3:16 PM Flag

    last one i was involved in was meru a week or so ago: 7 days after closing til cash paid. Then it was a Delaware deal, quickly done.
    Here, SEC said Click filed for delisting, effective 15th.... with 1 shareholder...the buyer i presume! So, absolute min. 22nd i would expect on that basis.

  • Reply to

    20 millions

    by culleraa Jul 6, 2015 8:07 AM
    culleraa culleraa Jul 6, 2015 4:30 PM Flag

    When I see Csii trading same way, 99% sure reason is fear of DCB eating into atherectomy sales. Fear is real, but overdone! For SPnc also angioscore sales are at risk. This ruling knocks the chocolate copy for six though. I guess issue is DCB reps getting too much face time with the docs. Plain DCBs alone are not meant for difficult cases, so those should be ok medium term. Longer term, spnc has a dcb program, csii does not.

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