Management spending money like drunken sailors... sold at the open... my guess is secondary before end of 2015... that is probably the area that could be bought... as we will be closer to realizing the pipeline.... 70 million is cash gonna lose 70 million this year??? what?? sheesh who runs a business like this?
QTR and Jonzzzzee aside
Was lucky enough to find CTIC in the low 2s and have been checking out their message board... Sheesh its populated with idiots.
This little piece is Big Time... Tip of the Spear... Edge of the Knife. 30 Odd Countries.... And a frickin Sales force already in place!
I remember the QCOR days when it was announced that QCOR bought Synathen from NVS... and the stock rallied a bit... probably went from 31 to 33... HaHa... What a strategic move by the Q... and the Pittsburgh Kid Don Bailey.
Big Upgrade by a new firm?
A Bad Short Cover?
New Big Institution Taking a position?
Unsolicited Takeover Offer?
A Merger of Equals? How about JAZZ????
Company Share Buyback initiated?
Good News on the ALS front?
Definately unusual activity, which would indicate that somebody knows something.... Thoughts?
The Reason GILD is Discounting is the competition presented by ABBV and ENTA... While the words Price War are never something you want to hear... we are starting at ZERO with HepC... what we are arguing about is how much of a massive market GLOBALLY we are going to get.... While I hate to see ENTA fall from its high and my speculation of a massive pop on the news was misplaced. ENTA still represents an intriguing longer term investment, especially considering their low expenses and huge cash position.
Back of the envelope math... if we factor in a 26% beat going forward of the 1.84 just reported they could do north of $10.00 in EPS in 2015... using 10 bucks as a number we come up with MNK trading at a forward PE of about 10...
Einhorn Cramer and Left
They Thought they were so Deft
Short Short Short They Said
Its a long story but pretty much dead
Even though Acthar sales thru the roof
Malinkrodt showed we have the proof
70 a share and 30 in cash
Questcor shareholders made money in a dash
All the shorts cried foul
I say give em a towel
Please my son take a knee
The Noobiest of all Hank Greenberg
Much like the Titanic ran into an Iceberg
Another new high
Come on baby lets FLY !!
I heard it thru the grapevine that... someone from the Ravens called someone from the Colts and told them to look at the balls... because the Ravens noticed it the week prior... question is: How long has it been going on?
I hope they find the one guy willing to talk.
Comments by Trudeau I would expect a pretty good beat of estimates for the 4th Qtr and a excellent chance of beating estimates for 2015.... I especially liked the discussion about Gross Margins and Steam Lining the cost of goods sold... and the glide path of tax rate going lower... Back in QCOR days there was a discussion of being a 20 Billion Dollar company someday... not sure if many of us pictured it unfolding this way... but I will take it.
QCOR guys we are in good hands... Diversified Growing Revenue Streams... Economies of scale that havent even started yet... If this report came out in the QCOR days I'd be buying stock down 20%.... down a few bucks whatever... The trend is in.
Considering the FDA action... when a drug is no longer freely substituted "at the pharmacy level" does this mean sales will goto zero... or does it mean that the doctor will simply have to prescribe the generic instead of the actual drug?
Meaning sales will not goto zero just some lesser number than currently.