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DepoMed Inc. Message Board

drive_gt3 24 posts  |  Last Activity: Jul 22, 2014 10:44 AM Member since: Apr 28, 2006
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  • Reply to

    Any good news with this stock?

    by aw3sometrade Jul 19, 2014 2:52 PM
    drive_gt3 drive_gt3 Jul 22, 2014 10:44 AM Flag

    Wells Fargo:
    XNPT: A Top Small-Cap Idea With '829's Overlooked Promise
    • Summary: XNPT shares have remained under pressure and are down
    substantially (along with much of the sector) from their highs earlier this year,
    despite multiple positive developments, in our view – promising full phase I
    PK/PD data for ‘829, regulatory clarity on a potential path forward for the drug in
    MS, progression of the drug into phase II, and script growth for Horizant. We
    believe XNPT has been off of investors’ radars with the next major datapoint, the
    phase II psoriasis data, still about a year away; we believe this creates a highly
    attractive entry point, with the company’s ~$160MM enterprise value
    dramatically overlooking ‘829’s reward/risk profile and opportunity in MS and
    shares likely to appreciate as the phase II data approach nearer. XNPT remains a
    top small cap idea.
    Valuation Range: $10.00 to $11.00
    Investment Thesis:
    In our view, XNPT is undervalued based on '829's promise in MS and psoriasis.

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jul 18, 2014 11:04 AM Flag

    7/11:
    TRx 1,576
    NRx 833

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jul 12, 2014 7:46 PM Flag

    Numbers are all over the place. Don't draw any conclusions from holiday weeks.

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jul 11, 2014 11:58 AM Flag

    7/4 (holiday week):
    TRx 1,379
    NRx 707

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jul 6, 2014 10:30 PM Flag

    6/27:
    TRx 1,470
    NRx 816

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jun 27, 2014 10:22 AM Flag

    6/20:
    TRx 1,489
    NRx 839

  • drive_gt3 drive_gt3 Jun 25, 2014 12:07 PM Flag

    Analyst comments:

    In sum, Sensor Platforms represented the springboard allowing QuickLogic’s CSSPs to be used as sensor hubs; however, more recent initiatives have positioned QuickLogic to be more agnostic to algorithms, sensors and processors.

    While it is uncertain whether Audience, Inc. will continue to “license out” Sensor Platforms’ algorithms, this development should NOT derail QuickLogic’s ArcticLink III S1 sensor hub product roadmap, and this development should NOT negatively impact sales prospects for ArcticLink III S1 sales during 2H FY14.

    We believe that ADNC's acquisition of privately-held Sensor Platforms, Inc will not disrupt QUIK's momentum in the smartphone/always-on wearables sensor hub market.

    QUIK's current and future sensor hub platforms are intentionally designed to be algorithm, sensor and processor agnostic. QUIK has demonstrated good platform performance on several key applications processor and sensor platforms using QUIK's in-house developed algorithms/software working in conjunction with OEM and third-party ISVs including private software/algorithm companies such as SPI, Hillcrest Labs, Movea,
    Cywee etc.

    Maintain our Buy rating

  • Reply to

    Yutong Bus

    by g_wms Jun 20, 2014 4:04 PM
    drive_gt3 drive_gt3 Jun 23, 2014 3:31 PM Flag

    Sidoti cuts estimates:

    Although We Remain Bullish On MXWL’s Growth Prospects In The China Bus Market, Sluggish
    Bus Volumes Prompt Us To Trim Our 2014 Forecast; Maintain BUY Rating, $21 Price Target
    • In our view, sluggish bus production data through May from key ultracap customer Yutong (foreign) warrants a reduced outlook for 2014.

    Our updated 2Q:14 sales forecast of $42.9 million compares with the FactSet consensus of $47.2 million. We recommend investors keep a close eye on Yutong’s June production numbers (likely to be released in early July) as validation of our 2Q:14 earnings revision.

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jun 20, 2014 10:51 AM Flag

    6/13:
    TRx 1,499
    NRx 839

  • Reply to

    Fire Phone

    by misterpoofster Jun 18, 2014 6:27 PM
    drive_gt3 drive_gt3 Jun 19, 2014 2:17 PM Flag

    Roth reiterates Buy today:

    We believe that the introduction of the Amazon Fire Phone with multiple sensors such as gyros,
    accelerometers, compass, pressure sensor, dynamic perspective sensor, proximity sensor, ambient light sensor, advanced audio and microphone sensors highlight the need for low-power, always-on sensor hubs which can intelligently process the sensor signals and present the optimum signal to the power-hungry apps processor which will only be woken up on demand for context-sensitive applications. QUIK also recently introduced its ultra-low power, always-on S1 Wearable Sensor Hub platform for wearable computing and display applications targeting a 40 to 50 million unit market in 2014 rising to 90 to 100 million units in 2015, according to NPD Display Research. We believe that the catalog CSSP Wearable sensor hub platform, available for immediate production ramp, provides an out-of-box complete solution with software and algorithms to enable fast time-to-market for health, fitness, and wearable computing/display applications. QUIK has developed algorithms such as "tap-to-wake" and "Rotate-Wrist-To-Wake" as part of the Catalog CSSP platform for quick time-to-market which allow the wearable device to respond to user movements and gestures without waking up the power-hungry applications processor. We reiterate our Buy rating and believe that QUIK has growing design win momentum for its programmable connectivity and sensor hub chips targeted at the 1 billion plus smartphone and always-on wearable computing/display market with potential significant revenue ramp during 2015.

  • drive_gt3 by drive_gt3 Jun 17, 2014 5:23 PM Flag

    Week ending 6/6:
    TRx 1,433
    NRx 759

  • Reply to

    QUIK Still A Candidate for Rusell 2000 Index?

    by j_colter May 13, 2014 12:17 PM
    drive_gt3 drive_gt3 Jun 2, 2014 11:56 PM Flag

    Two sources quoted the same minimum mkt cap.

  • Reply to

    QUIK Still A Candidate for Rusell 2000 Index?

    by j_colter May 13, 2014 12:17 PM
    drive_gt3 drive_gt3 Jun 2, 2014 10:24 AM Flag

    The annual reconstitution is underway. The annual reconstitution period started on Friday afternoon, which is the date that Russell ranks all eligible securities by their market caps (the last trading day of May) for inclusion in its various indexes. Russell will release its preliminary list of additions and deletions to the Russell 3000 and its subcomponents, the Russell 1000 and the Russell 2000, on June 13th, with the rebalancing occurring on June 27th and the final membership lists posted on June 30th.

    Based on market data on Friday's close, we are updating our projections such that we estimate a company will need a minimum market cap of $167.6 million for inclusion in the Russell 3000. We note that this is an
    estimate and we will not know the actual cut off until Russell releases its preliminary list of additions and deletions on June 13.

  • Reply to

    Upgrade!

    by drive_gt3 May 2, 2014 12:30 AM
    drive_gt3 drive_gt3 May 2, 2014 6:15 PM Flag

    What you post makes no sense. You claim the stock is "overvalued" and then you cover your short for a few hundred dollar gain (excluding the losses on your total position) at levels above where you shorted earlier. You should be saying that the stock is "overbought", which is something different completely.

    This stock is so volatile, I doubt anyone has traded more options in it this year than me (including today), buying the dips and selling the rallies. I think it continues to trade higher, so my trades have had a bullish bias and I've also been in and out of the stock a number of times. If you're playing the vol, as your trades suggest, there are much better ways to do it than what you post.

  • Reply to

    Upgrade!

    by drive_gt3 May 2, 2014 12:30 AM
    drive_gt3 drive_gt3 May 2, 2014 11:24 AM Flag

    Jimmy is not only massively underwater, he's also delirious!

  • Reply to

    Upgrade!

    by drive_gt3 May 2, 2014 12:30 AM
    drive_gt3 drive_gt3 May 2, 2014 10:20 AM Flag

    Jimmy, how many names are you posting under?

    How much money can you afford to lose? We're about to find out.

  • Reply to

    Upgrade!

    by drive_gt3 May 2, 2014 12:30 AM
    drive_gt3 drive_gt3 May 2, 2014 9:47 AM Flag

    More "terrible analysts" at Sidoti:

    Increase Street-High 2014 Forecast Following Above-Consensus 1Q:14 Results; Remain
    Bullish On MXWL’s Exposure To Growing Ultracapacitor Market; Maintain BUY, $21 Target

  • Reply to

    Upgrade!

    by drive_gt3 May 2, 2014 12:30 AM
    drive_gt3 drive_gt3 May 2, 2014 9:44 AM Flag

    Piper must be "terrible analysts" too...LOL!

    Our price target remains based on 3x FY15 revenue, but is moving to $23 (from $21) due to our
    increased estimates. We reiterate our Overweight rating.

    Jimmy's not happy today!

  • drive_gt3 by drive_gt3 May 2, 2014 12:30 AM Flag

    From Roth:

    MXWL: Strong Q1 Beat; Multiple Catalysts
    Ahead; Upgrading to Buy
    We are upgrading MXWL to Buy from Neutral on a strong Q1 beat, healthy Q2
    outlook, multiple potential wins in ultracaps ahead, and positive commentary
    on the China bus market. While positive developments in China bus have
    driven the stock to date, we believe investors have not yet fully baked in other
    key catalysts in 2014. As a result, we upgrade to Buy and raise our PT to $20.

    Sorry Jimmy, you lose again.

  • Reply to

    Terrible guidance

    by johnnycomelately7 May 1, 2014 4:15 PM
    drive_gt3 drive_gt3 May 1, 2014 9:55 PM Flag

    I was on the call and I'm long the stock. They're firing on all cylinders. I'm really looking forward to the JV announcement with GLW, they don't do anything that doesn't involve big revenues. No one has factored anything in for that. China bus market expanding. Auto OEMs signing on. Wind pitch gaining steam. Rail & trucks gaining momentum. Etc, etc.

    Not looking good for Jimmy. Keep trying to talk it down. Analysts will be pounding the table and raising estimates again tomorrow.

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