They will be neutral and raise their PT when the stock is $700. Neutral at 800. Buy at $1000. What a joke. If you follow this type of analysis you will never own the stock.
There are so many shares short how can you trust any of these analysts to NOT be helping them push it down lower? SODA continues to perform very well and there is little sense here in why the stock is being manipulated lower??? Eventually earnings will prevail. Eventually SODA will be forced to buy back shares on their own.
One big hedge fund that wants to make some real money should get involved and start buying. The short stamped would take this to $150, where it really belongs.
Oh Please, this has been in a steady down trend despite Uncle Carl's large and growing position. NUAN is a fine company but until they prove that their new business model works the stock is going nowhere, unless Carl buys it or forces a sale to someone else. Eventually this will work its way up to around $25-27 but not this year .
Investors are bailing on anything fixed income related. The thinking goes that 6% looks lousy when the FED starts raising rates, which is not happening anytime soon in any meaningful way. Long term investors need to be liquid and or add to their holdings as it declines. Just build your shares with dividends and wait for the next rotation forward.
His track record is impeccable. I think he will eventually merge OPK into TEVA . Utilize TEVA's enormous marketing and distribution network to leverage OPK's incredible pipeline of drugs and products. The two would grow to a market cap north of $80bl with worldwide sales many times greater than today. Each P3 drug approval would add 5-10 bl in revenue over time. Coupled with recurring revenue from 4Score and many other drugs Dr Frost is bringing into the pipeline through personal investments, you get the makings of a new world drug company treating many diseases and maladies with international reach. Think GILD, CELG, REGN, BIIB. Blockbuster status drugs with international marketing and distribution.
Time will tell but I think the shorts are really on the wrong side of this trade and Dr Frost continues to put his money where their mouths are. Watch them choke
You're both kidding right? EW management has done absolutely nothing to stem this selling. insiders continue to unload shares even at these supposed bottom level prices.? Germany lifts their ban on Medtronic's valve. No positive news from the company in months. No new product introductions. No increased sales guidance.
In the absence of any real market changing news, EW will most likely be stuck here or go lower as we near year end and tax loss selling accelerates. JP Morgan and Citi are not out to get you. They are in it to make money for their clients (supposedly) but more likely for themselves. EW has done nothing this year to warrant an investment. Long term holders will continue to ride out the selling as they wait for signs that the company is turning around. New sales in Japan in 2014 should help some. I think the CEO has been paid enough with options he hasn't earned and it is time for him to go.
with this enormous short float out there (54%) every hedge fund that gets on board pushes the panic button a little further. Shorts are just plain wrong here and SODA is SIGNIFICANTLY undervalued to their long term growth prospects and current growth rates.
This is a $3-5 billion dollar market cap company in 5 years. They will grow to north of $1bl in revenue the next 2 years. They will continue to add products and services with recurring revenue along the way and it is only a matter of time before the market catches up on the true valuation here. Sorry shorts, your time is running out.
10+ MM shares short and Shire PLC makes a $50/share bid. 28% loss PERMANENT and getting worse by the minute as SHPG rises also. This is the future fate here as well.
Permanent loss for them. 10+ MM share short and the acquisition by SHPG locks in their losses. Same will happen to you when Dr Frost eventually sells OPK for $20+ billion.
Have fun while it lasts. One day you'll wake up to a $65 open and be wiped out.
They have $72MM in cash. Problem with small unprofitable biotech's is that they will also burn over 52MM this year alone. More next. The trick is getting something approved for sale or a takeover offer before they run out of cash and or lose access to the credit markets. Always a wild card. Baker Brothers a point of interest as they have been very good at picking winners.
Saw a very nice display in staples last night, right in front of the isle with all the supplies. Two business owners were there buying soda machines and supplies for their offices. They said customers love the change from coffee to flavored drinks especially the juices. I think this story is in its infancy and surprised at this price someone didn't try to take them out.
I am not advocating shorting this stock. Quite the contrary, EW has fantastic technology just weak management. The BOD needs to shake things up and I think a big pharma company should just take them out. My fair value is closer to $110/share and it will get there over time, could be a long time.
I was derided by most for saying it. I am a EW long and this is painful but management has clearly blown it . They repurchased a lot of stock at an avg price in the 80's. Waste of money.
They sold tons of stock in the 80's and higher. Lack of faith.
This is where they should be buying back stock. The stock is oversold but now caught up in year end tax loss selling going forward. A dog for 2013 for sure.
Longer term, they need to continue to innovate new products and ramp up sales of TAVR products. Cut costs and increase R & D spending. FIRE some of the higher ups responsible for this mess. If you are short term minded, this is going to hurt.
Why are there NO ANALysts reporting these numbers? Why is the company not doing a better job of explaining this to the markets? From the Motley Fool:
SodaStream's results are expressed as sell-in numbers, while actual retail activity is referred to as sell-out, and is provided by the NPD Group. NPD has reported that SodaStream third-quarter segment sales were up 157% for CO2 canisters, 53% for flavoring, and 12% for soda machines at retail locations. While these numbers are approximations, they're regarded as being very accurate, and NPD is the gold standard in the industry. As you can see, the company is performing admirably pre-holiday in all categories; the decreased sell-in numbers reported by SodaStream are a result of poor inventory management by a few of the company's customers.
They say 2014 challenging but than only shave off $2MM from total 2013 Revenue?? What nonsense and VERY weal analysis here. Inventory build due to coming HOLIDAYS!! ha ha. Anyone selling here will come back in 3 years and wonder what they missed.
Downgrades here are a sham, SODA growing nearly 30% rate and this was a very strong quarter. Japan was an anomaly. New marketing partners coming online every month.
These big firms are all supporting the enormous short position. The company continues to generate cash and should start a buyback program as well.
Here are the REAL numbers patients AND the FDA should be concerned with:
This last finding is particularly interesting in light of a separate review, also presented at TCT, of earlier study data, which showed that moderate or severe aortic regurgitation was seen in 16% of patients treated with CoreValve but just 9.1% of those implanted with Sapien.
The downside for Medtronic was the rate of pacemaker implantation - a pacemaker was required in 22.2% of patients. The rate with Sapien was around 6%.
Don't know about you, but the MDT valve almost assures 1/4 of the patients that they will need a pacemaker added to the procedure. Regurgitation is a very bad sign and with such a high number it is puzzling why the FDA isn't looking closer here??? Talk about consumers being duped. EW is the standard.
These analysts are nothing more than Shills for the shorts. SODA reports record earnings and excellent growth rates. Shorts just piling on here with analysts fooling their own clients. SODA worth more than double the current price. BE patient, It will get there as they prove these ANALysts wrong.
This has been going on for many years now. Companies blow up all the time and CEO's parachute out with golden payouts and no board members are held accountable. Companies also pay for insurance to indemnify themselves so even if something goes wrong no one is held accountable. This is the state of American corporate governance. This is what Carl Icahn is railing about. As an investor, you need to carefully monitor your investments. Otherwise buy ETF's or mutual funds and stay away from individual names.