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JinkoSolar Holding Co., Ltd. Message Board

doron_allen 230 posts  |  Last Activity: 13 hours ago Member since: Mar 23, 2012
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  • Reply to

    Good news coming soon!

    by rock_adcock 14 hours ago
    doron_allen doron_allen 13 hours ago Flag

    The tec. is telling all the story....

    Sentiment: Strong Buy

  • doron_allen doron_allen 15 hours ago Flag

    Nice posts, your posts are lifting AMPE higher, please continue!

    Sentiment: Strong Buy

  • doron_allen doron_allen 16 hours ago Flag

    Who told you that I can't name them? Aegis and Fordham

    Sentiment: Strong Buy

  • doron_allen doron_allen 16 hours ago Flag

    If you didn't realize Ampio is a dream investment, a small advice if you are not a dreamer invest in KO AA BA and ect.

    Sentiment: Strong Buy

  • doron_allen doron_allen 17 hours ago Flag

    The only reason that may bring me to stop posting at Ampio board will be balanced price and you can guess what is that price. B.T.W my target price is very modest, others on that board define it $25 or even $35.

    Sentiment: Strong Buy

  • The following calculation is an estimate, the data is from the media and company publications.

    Assets:

    1. Cash $60 million.
    2. Property Plant and Equipment $10 million.
    3. Ampion™ drug value *$300 million. Present Market Size $2.5 Billion.
    4. Optina™ drug value *$150 million. Present Market Size $1.2 Billion. On 2018 Market Size $2.5 Billion.

    Ampio Subsidiaries assets value.

    1. Vyrix $150 million. IPO during the 2nd half of 2014.
    2. Luoxis $60 million.

    Total assets value: $730 million.

    Present Market cap. $202 million.

    Conclusions : There is a huge undervalue from the above calculation, fair value for share is $14.
    Present upside 361%

    * Modest and minimal estimate, some analysts estimate both drugs value around $1 billion.

    Sentiment: Strong Buy

  • doron_allen doron_allen Oct 21, 2014 12:46 PM Flag

    About Vyrix the plan to go IPO is for the 2nd half of 2014 they didn't plan to do it before. "This week, AMPE announced that it had spun off its sexual dysfunctionbusiness into a new entity called Vyrix Pharmaceuticals. The assets will include Zertane and Zertane-ED (men's health). AMPE is expected to own between 50-80% of the new entity which is expected to have an IPO in 2H/14. The size of the AMPE investment is likely not going to be financially material, but in my view, the key is that this allows Ampio to have a greater focus on its core assets, those in osteoarthritis, and potentially have a cleaner monetization of the men's health assets which were not given lead burner access previously." Source Seeking Alpha Dec 20, 2013. Vyrix will raise around $30 million, company value around $150 million.

    Sentiment: Strong Buy

  • The following calculation is an estimate, the data is from the media and company publications.

    Assets:

    1. Cash $60 million.
    2. Property Plant and Equipment $10 million.
    3. Ampion™ drug value *$300 million. Present Market Size $2.5 Billion.
    4. Optina™ drug value *$150 million. Present Market Size $1.2 Billion. On 2018 Market Size $2.5 Billion.

    Ampio Subsidiaries assets value.

    1. Vyrix $150 million. IPO during the 2nd half of 2014.
    2. Luoxis $60 million.

    Total assets value: $730 million.

    Preset Market cap. $207 million.

    Conclusions : There is a huge undervalue from the above calculation, fair value for share is $14.
    Present upside 352%

    * Modest and minimal estimate, some analysts estimate both drugs value around $1 billion.

    Sentiment: Strong Buy

  • doron_allen doron_allen Oct 15, 2014 11:54 AM Flag

    IPO of $29 million say that company will get from investors cash $29 million (for 20% of shares) and Vyrix total value is $150 million (Ampion will hold the rest 80% of shares). About Optina™ revenue of $35 million reflect value of $350 - $450 million. Two leading analysts gave $14 target price after STEP failure, I am sure that they will upgrade target price back to $21 after positive PR for MI study. The bottom line: Today the share price is undervalued and we will see a recover correlated to events.

    Sentiment: Strong Buy

  • doron_allen doron_allen Oct 15, 2014 10:59 AM Flag

    The value in my calculations reflect the relative progress in the study.
    Ampion™ potential market size $2.5 Billion Ampio will have 3% from the market, expected revenue $75 million net income $30 million. The P/E (ttm): = 20-30 for companies from pharma field. We get a product value of $600 - $900 million.

    Sentiment: Strong Buy

  • The following calculation is an estimate, the data is from the media and company publications.

    Assets:

    1. Cash $60 million.
    2. Property Plant and Equipment $10 million.
    3. Ampion™ drug value *$300 million. Present Market Size $2.5 Billion.
    4. Optina™ drug value *$150 million. Present Market Size $1.2 Billion. On 2018 Market Size $2.5 Billion.

    Ampio Subsidiaries assets value.

    1. Vyrix $150 million. IPO doring the 2nd of 2014.
    2. Luoxis $60 million.

    Total assets value: $730 million.

    Preset Market cap. $182 million.

    Conclusions : There is a huge undervalue from the above calculation, fair value for share is $14.
    Present upside 400%

    * Modest and minimal estimate, some analysts estimate both drugs value around $1 billion.

    Sentiment: Strong Buy

  • Reply to

    Taking it down

    by jhof51 Oct 3, 2014 10:31 AM
    doron_allen doron_allen Oct 3, 2014 10:43 AM Flag

    Good question, after they take it down by $500 they are able to buy cheaper under $4 50,000 shares that are going to have a value of $5 after the next PR.....

    Sentiment: Strong Buy

  • Posted on Thursday, 02 October 2014 12:04
    US drug developer S1 Biopharma has filed documents with the Securities and Exchange Commission for an initial public offering (IPO) which could raise up to USD 40.25 million.
    The number of shares to be sold and the issue price have not been disclosed as yet.
    S1 Biopharma is planning to list the stock on Nasdaq under the symbol SXB.
    Some of the proceeds will be used for the development of the company’s product candidates, with the remainder earmarked for working capital and other general corporate purposes.
    MLV & Co. was named as the sole underwriter for the offering and has been granted a 30-day option to purchase additional shares. Law firm Duane Morris is advising the company on the transaction.
    New York City-based S1 Biopharma is a clinical-stage pharmaceuticals developer.
    The company focuses on the production of drugs for the treatment of male and female sexual dysfunction disorders. Its most advanced product candidate is Lorexys, which completed a phase 2a clinical trial earlier this year. Another of S1 Biopharma’s drugs, Orexa, is due to complete phase 2a in 2015.
    The company was incorporated as S1 Pharmaceuticals in October 2010, but was renamed in June 2012.
    For the first six months of 2014, S1 Biopharma reported operating expenses of USD 1.56 million, up 74.5 per cent on USD 891,842 for the same period in 2013. The company had total assets of USD 614,174, as of 30th June 2014.
    Vyrix Pharmaceuticals, another sexual dysfunction treatment developer, is also looking to carry out an IPO this year. Back in April, the Colorado-based firm announced it is planning to raise up to USD 28.75 million via the listing.

    Sentiment: Strong Buy

  • doron_allen doron_allen Oct 3, 2014 4:52 AM Flag

    No reason to be under pressure, each pullback follow by a pop up in a day or two after.....the company will publish 2-3 PR's in the near term hope positive. The two leading drugs have a potential market size of $5 billion. The value of company assets are 4 times high then market capital.....that's make Ampio a low risk investment on that frame of time. Lets see what the next days bring us. GL to all long holders.

    Sentiment: Strong Buy

  • Reply to

    IPO - The trigger?

    by doron_allen Oct 2, 2014 3:26 PM
    doron_allen doron_allen Oct 2, 2014 11:44 PM Flag

    mojitospanama Thank you for the link ! Looks that we are very close to the IPO and the impact of AMPE will be strong on PR regarding Vyrix IOP.

    Sentiment: Strong Buy

  • doron_allen by doron_allen Oct 2, 2014 3:26 PM Flag

    The reason for last days move can be Virix IPO?
    Vyrix Value $150 million. Virix will raise $30 million IPO during the 2nd half of 2014.
    In that case Ampio assets "book value" are going to surge above $200 million.

    About Vyrix the plan to go IPO is for the 2nd half of 2014 they didn't plan to do it before. "This week, AMPE announced that it had spun off its sexual dysfunctionbusiness into a new entity called Vyrix Pharmaceuticals. The assets will include Zertane and Zertane-ED (men's health). AMPE is expected to own between 50-80% of the new entity which is expected to have an IPO in 2H/14. The size of the AMPE investment is likely not going to be financially material, but in my view, the key is that this allows Ampio to have a greater focus on its core assets, those in osteoarthritis, and potentially have a cleaner monetization of the men's health assets which were not given lead burner access previously." Source Seeking Alpha Dec 20, 2013. Vyrix will raise around $30 million, company value around $150 million.

    Sentiment: Strong Buy

  • doron_allen doron_allen Oct 2, 2014 2:08 AM Flag

    Poor answer, the fact that you was an employee at the bio. industry can't help in estimate if there is or there isn't market for Optina, you find an easy way to "support" Ampio company you always find reasons "why not" possible, if all the employees\managers\scientist will search reasons "why not" the progress in R&D will stop. types like you can't survive in start up's \ R&D fields from the simple reason that you are a negative type. Sorry but the facts are painful !

    Sentiment: Strong Buy

  • doron_allen doron_allen Oct 1, 2014 3:17 PM Flag

    In the past you say that there is no market for Optina, today you are the devil advocate......why do you invest (not only money but time that is more expensive then money) in a company that have no future? Conclusion: You write per your temporary position that you hold.

    Sentiment: Strong Buy

  • A very small sample from a long article that will discover for you a real picture about DME market.

    On Roche's 2Q14 conference call management commented that 20% of Lucentis sales in Q1 came from DME, which is $91M or $364M on an annualized basis. On REGN's 2Q14 conference call management noted that the addressable DME market is as big as AMD but less penetrated (40%) given anti-VEGFs have just been launched. Using this guidance as a framework suggests that the DME market opportunity is at a minimum ~$2-3B in the U.S. Importantly, REGN characterizes the DME market as "more leaky" than AMD with a significant number of patients with retina not completely "dry." REGN anticipates that the near-term growth in DME will be driven by patients refractory to anti-VEGFs and new patients starting anti-VEGF therapy, which bodes well for Iluvien combination therapy as well. Deutsche Bank notes that in AMD, there are 30-40% such patients and we can expect higher rates in DME. Furthermore, the primary competition to Iluvien comes from Allergan's Ozurdex (a three to five month dexamethasone intravitreal implant), which was the first approved product for macular edema following branch or retinal vein occlusion.

    Tethadur for eye diseases represents a $3-$5B opportunity, assuming similar partnership and royalties as Iluvien would project at least $450-$750M in annual royalties.

    Deutsche Bank expects Eylea sales in 2015-2018 to be $500M/$700M/$1B vs. $170M/$350M/$580M previously. Applying some simple math would imply a total DME market value of at least $2.4B by 2018.

    Source : Seeking Alpha by Dr. Paul Nunzio DeSantis, Pharm.D Aug. 12, 2014 12:46 PM ET

    Sentiment: Strong Buy

  • doron_allen doron_allen Sep 30, 2014 4:49 AM Flag

    Ampion™ market size $2.5 Billion Ampio will have 3% from the market, expected revenue $75 million net income $30 million. The P/E (ttm): = 20-30 for companies from pharma field. We get a product value of $600 - $900 million.

    Sentiment: Strong Buy

JKS
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