Earnings next few days....will again show very little cash in hand.
 Chemistry meeting May 17th is NOT going to have any trial data...think everyone knows that.
They need partnership pronto. I don't think any wk12 data will also help, as without partnership how can they even go into Phase 2/3 ?
because Papa knows 10-k is clean ! Its out and he saw it. He wants to sign now to get cheap options.
that is not the point. The point is...Papa WANTS to join VRX NOW....He could have easily waited till 29th April. It is only 1 week !! Why would he join a company 1 week before it could possibly be going into default ?? BECAUSE He read the 10-k !! Its out and its good !! It will be public Monday.
that Papa applied for CEO 1 week before the 29th April date. Guaranteed he knows 10-k outcome. He wants cheap options. Why would be leave 18 billion company for 11 billion, and millions in compensation if there was risk of default ??? He would look really bad. Company knows 10k, he knows it, they got it, just need to get it signed now.
Ackman said 'weeks' for new CEO..it has been 4 weeks already since they fired Pearson.
10-K, they clearly said internal committee needs to finish...they completed 2 weeks ago.
Both coming next week !
easily see stock over 200 by end of year. I assume Minecraft will go live sometime in the summer
btw, 26 weeks is 6 months, and full enrollment finished in Sept. GET YOUR FACTS RIGHT !!! WOW !!! NOV WAS THE PRESENTATION. 6 MONTHS FROM SEPT IS MARCH. 26 weeks is over, but I seriously doubt you will get any data btw.
wow what a bunch of blind folks. Dr does not give 12 week data, even though he says he would. So what. lets start dreaming about 26 week data. What ? He doesn't give it in May conference ? so what, lets start a thread about buyout at $2 billion and stock at $50 ? That will start tonight ?
10-k is already out IMO..Like I said, Papa saw it otherwise NO WAY he would leave his millions compensation and come to VRX now. He would have waited 1 more week before applying. 10-K is being signed, out Monday.
They said on or BEFORE 29th.
it is NOT a scientific conference,....it is a chemistry meeting. Look it up. THERE WILL BE NO DATA COMING HERE.
no one is even giving them funds to start ph 2/3 for ALZ !! Forget about Rett.
deeply oversold...average target AFTER Friday warning is about $27-30
walk into a bar...they have a drink...when leaving the bartender asks - 'who is going to pay the bill ?' They all look at each other and say - 'hmm..we don't remember'.
1clean 10-K coming Monday for sure !
plus if the writedown as a small amount, 10-k would be out by now. Most likely disagreement between the amount by PWC and Management, which is causing the delay.
Which means the amount is not small.
CEO needs to buy shares, so do directors.
CEO needs to start looking at strategic - look for suitors, mergers. At 0.5 book value, this is too cheap and a robust pipeline later this year. He already said board is investor friendly. More generic drug companies needs to merge.
Alvameline (Lu 25-109) is a M1 receptor agonist and M2/M3 receptor antagonist that was under investigation for the treatment of Alzheimer's disease, but produced poor results in clinical trials and was subsequently discontinued.
Sabcomeline (Memric; SB-202,026) is a selective M1 receptor partial agonist that was under development for the treatment of Alzheimer's disease. It made it to phase III clinical trials before being discontinued due to poor results.
Tazomeline (LY-287,041) is a drug which acts as a non-selective muscarinic acetylcholine receptor agonist. It was in clinical trials for the treatment of cognitive dysfunction such as that seen in Alzheimer's disease and schizophrenia, but development was apparently scrapped for unknown reasons.
Xanomeline (LY-246,708; Lumeron, Memcor) is a muscarinic acetylcholine receptor agonist with reasonable selectivity for the M1 and M4 subtypes, though it is also known to act as a M5 receptor antagonist. It has been studied for the treatment of both Alzheimer's disease and schizophrenia, particularly the cognitive and negative symptoms, although gastrointestinal side effects led to a high drop-out rate in clinical trials.