Both stocks crashed end 2012 on the same day for the same reason: cloudy future! Somehow people lost faith in SREV last Fall .... but Larry has faith in the other... boosting returns to almost 5x the low.
Because the market cap dropped by like 500k dollars? We need more shares... taking those we lost in the r/s and putting them in the hands of a "Vanguard/Wellington"... whatever it takes
Sigma's z wave offers 3x range less power less complexity and less interference vs the bee. The bee is so close to wifi there is not the differentiation. So what, both work... the rest is marketing. Which is why z-wave,now proven, needs a bigger home.Spin-off please!
On its website datatrak claims to have been on the cloud before it was invented. Sticky cloud it seems... Based on margins, ONE is the least manual work-based, public anyways. What they need is the growth in backlog to convince the market that customers here want a cloud solutions. After that they can then re-ipo the company as the cloud-maker... and with the r/s still have a reasonable no of shares. Hard to imagine that this would be the only sector to not "go cloud".
How its done is then the question: did they r/s instead to lower no of shareholders,de-list and take it private in the meantime? Below from site anyway:
For more than a decade, DATATRAK has been pioneering eClinical technologies to safely accelerate drug, biologic and device development timelines. The Clinical Research Platform was built for The Cloud in 2000 when cloud technologies were referred to as ‘Internet-based’ systems. No clinical trial technology available today is as advanced or feature-rich as the new DATATRAK ONE™ software suite. With a new, more intuitive user interface providing improved workflows and mobility, the DATATRAK ONE™ Clinical Research Platform drives higher quality, enhances visibility and creates new efficiencies throughout the drug development process.
Low volume is even lower! Were they waiting for a higher price and dilute a little? I bought a little more based on the general positive developments... but hard to know what is going on. Guess the insiders like it that way! But they need to get on the Amex or back to nasdaq to allow many others to buy?
I guess what you mean is January 2014!OR maybe after the SEC investigation (if that goes away so will the shareholder suit). But anyways the TKI pathway is very broad, hence many of the side-effects. TKIs are bad drugs, but tivo not as bad, so may be useful. Side-effects tend to sum up, so sutent is an awful drug to sue in combo. Still it is used... as is the pfizer drug closest to tivo.Neither drug is used in breast cancer... so is this good or bad for tivo? The other TKIs are barely used in CRC either, so no surprise tivo is "unlikely" to score there. BUT trial shows it is safe... so hopefully Astellas continues with tivo in "triple breast" trial... I suspect off-label use would be high, so ANY indication for tivo is worth more than usual?
Other than that, the 203 program proved news in late 2014... crowded filed there too. But 203 is said to be potent and is not that far behind the filed as in the case of tivo.
And just lost a bit... though not much. Seems some knew earlier? than the market?? Still, this was the least likely to succeed trial. Triple breast is a better bet,but not if they can no longer attract patients.
Writing as one who though the Axxent deal was so great they bought in the first 5 min of trading after the announcement, I can tell you that post-split the RELATIVE valuation is almost exactly the same now as then.Sure stock price is up from 7ish to 11... but so to is the whole market...in addition we have debt instead of cash and far more very cheap options for CEO and management. So pretty much a wash. a new investor would have lost little compared to then and now has a lot more certainty of the market opportunities (listen to the recent webcast where Ferry did a good job for once).
Well, the potential for eps or a buyout is still there... if not improved. There has not been major dilution and the market cap is still tiny in absolute terms... for either business alone. Give them five years and this could be worth 500 million+...
Looking at the quote, apart from March, the stock has not been so low since 2003ish. So no change? Well... share count is double, so the market cap is double!
Businesses, though, are valued at about the same, since we have cash and equity of 150+ million vs... almost none 10 years ago. Also we should be at breakeven next few q's which are known to be slow ones - 10 yrs ago there were losses and dilution coming.
In 2014 co. will be in 4 potentially large markets, and even if stb market is no longer one where sigm can dictate pricing, major acceptance in one of the others would justify a much higher market cap. All down to a few design/program wins (except for z-wave), so it's an insiders' game. In the meantime, Z-wave should be spun off: it is hype time and shareholders deserve a ride!
Good to compare... and this time it will be a % of a whole lot more op inc. Still equates to a 10% stock dilution if they do it ll the time.... to add to the options they have and the 400k options they added in in 2012 (promised to wait til 2015 before going back for more!). Still, this would not happen at all without Blueline being happy. They are in control and ..I suspect...looking for an exit.
From the Guardian today: Bdsi not being taken seriously enough by RB and the global investors. What's one to do... hedge! Well, perhaps.Didn't mention the tablets either...
Reckitt Benckiser has neither issued a trading update nor seen its shares go ex-dividend.
But it is one of the biggest fallers in the FTSE 100 after analysts at UBS slashed their rating on the Cillit Bang and pharmaceuticals group. Reckitt, which is considering a disposal of its drugs business best know for heroin treatment Suboxone, is down 51p at £48.14 as UBS moved from buy to sell. The bank said:
We believe Reckitt's current valuation implies a much greater valuation for the pharmaceutical division than is likely to be released if the management opts for disposal, and the risks to [the division's] profits after 2016 from the threat of a generic film buprenorphine are being overlooked.
Who knows! The whole space is unusually "political" . If the FDA has only old generation Visian safety data to go on they might pull out the cataract red card out as a reason not to encourage more use of a posterior lens. The docs themselves have reported very low cataract formation with newer v4 lenses...0.05% said the Argentine. Centraflow is supposed to protect the crystalline lens, too. Barry sounded very confident on the last call... and was talking as though the whole mindset at the FDA had changed such that Centraflow would be a cakewalk!
The in-between customer "CASI" is a small player compared to Swisslog... Adept's earlier partner. But this kind of news should put a little heat on the bigger guys in the space. Swisslog has lost its way in recent years -strong franc? anyway ceo and board changes have not helped. The Siemens's spin-off Dematic is a well-funded gorilla in this space with some of their own "robots" and has been eating Swisslog's lunch. Now, if we could get business with those kinds of big players that would be something else. This team has played down the healthcare market, but that is where we could see even larger value creation.
Hi... I saw ads for this... looks to solve most of the LASIK problems. Especially dry eye... but then in one study they found the overall complications to be the same. Vision correction is same as LASIK? But they are a 500k usd investment + service + maintenance + training + bulky... so space. Like you say: one needed. The newer Visians with centerflow seem to solve the two chair problem (often 2 site) without added investment or space for the equipment. They say they can do the op in less than 15 min, less than the time need to just program the laser. Pre-loaded takes 2 min off that too!
As for cost, well the visian is cheap to start with... they indicate 80 usd per lens ex-factory. So, if the non-toric patient cost is 2500 or so there is a lot of profit motivation for all parties! For the femto laser I guess the annual fixed cost is some 150K, so a lot of patients needed. On the other hand they are versatile and can be used for a variety of other ops not just vision correction.
All-time highs have stuck.. for now. IPO investors now have a small return from their 2 decade wait, which is nice. Looking around the scene, an elgx-kind of p/s valuation still leaves another 70% to go though!
Adding the options outstanding, we basically passed the billion dollar market cap last few days: champagne!
At least 1 of my predictions came true. After 10 depends who wants in... volume says active funds are buying in. No million sellers at 4 as there were a few months ago,, and I doubt the co. is buying own shares despite the volume.
Read the 10Q P/Ls for facts... the cc talk can be confusing. I think the Abbivie deal is a good one for Sucampo but it's not THAT good as some post! Plus Sucampo has regulatory costs from Japan sales it would not have with a royalty agreement...
It will, if they keep it up. so far the prs have been in-line with the deals talked about in the cc. Click need to re-make itself and it takes time. Still, its difficult to be brick and cloud at the same time. "Real" cloud businesses are growing at 50+%, implying they do not sell by going door-to-door, customers seek them out over the net. I suspect re-sellers like SAP slow the sales process down as well, although without them there may be no deal at all...
Incorrect. Sucampo has a 40% gross margin on sales to AbbVie. If Abb takes a 50% margin on its sales to pharmacy/payer, that's an effective 20% share of the sales to the op profit line. Abbi might take a lot less when it starts up the biz to grab "share". So it's basically a wash with the royalty on Takeda biz in USA. Does look nicer though for the valuation.