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DepoMed Inc. Message Board

drive_gt3 21 posts  |  Last Activity: 19 hours ago Member since: Apr 28, 2006
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  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 19 hours ago Flag

    8/15:
    TRx 1,528
    NRx 823

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Aug 15, 2014 11:20 AM Flag

    8/8:
    TRx 1,584
    NRx 883

  • drive_gt3 drive_gt3 Aug 15, 2014 12:50 AM Flag

    Estimate & Target Price Details. We update our FY14 revenue/proforma
    EPS estimates from $69.2 million/$0.14 to $65.6 million/$0.02 and our FY15
    estimates from $89.3 million/$0.44 to $88.3 million/$0.44. While early to
    quantify, upside exists to our FY15 estimates depending on success with
    Apple and other Android and PC in video processor chip and licensing/
    royalties revenues for future iPAD, iPhone, and Apple TV applications, premium
    notebook applications, and other Android smartphone/tablet customers. We
    raise our target price from $10 to $12 is based on 30x CY15 proforma EPS
    estimate of $0.44 and discounting back 10%, using a PEG ratio of 1x relative
    to 30% secular earnings growth.

  • drive_gt3 drive_gt3 Aug 11, 2014 6:20 PM Flag

    Update on PXLW-Apple relationship. We believe that industry speculation around the launch of 5-inch and 6-inch iPhones, together with new potential Apple TV launch and a larger 12-inch iPAD, are positive data points for the possible incorporation of PXLW mobile display processing IP and chips within Apple products. We note that a small fraction of Apple's iPhones (200 million units a year) and iPADs (100 million units a year) incorporating PXLW IP or chips could contribute significant upside to our FY15 estimates. As an example, if PXLW IP or chips are incorporated into 50 million Apple mobile devices in 2015 with an operating profit of $0.50 per unit to PXLW, it could yield incremental upside to FY15 EPS of $0.75 to $1.00, which is not included in our current estimates. We note that PXLW management cannot disclose any details of the Apple relationship such as licensing, royalty, design win platforms etc. Similar to the previous 8K filing detailing Apple as a 10% revenue customer, we will likely have to wait for financial milestones. We note that any teardown of future Apple platforms is unlikely to easily reveal PXLW IP if it is buried inside the System-on-Chip.

  • drive_gt3 drive_gt3 Aug 11, 2014 6:15 PM Flag

    8/1/14

    PXLW: Update on 2Q14 Results; Positive
    Long-Term Outlook; Buy

    Company Update
    Estimates Changed, Target Price Changed

    PXLW had solid 2Q14 results and guidance driven by ramp of new projector
    platform and demand for high-resolution/4K Ultra-high definition TV/monitor
    video processors. We are positive on continued IP licensing/royalty revenues
    and Iris mobile video processor revenues (chip sampling now) from the
    high-volume smartphone, tablet and premium notebook PC market. PXLW
    estimates may have upside if the mobile video processor chips or IP are
    adopted in some high-end smartphone/tablets.

    Update on 2Q14 Results PXLW reported solid 2Q14 results with revenues/
    pro-forma EPS of $15.2 million/$(0.06) versus our $15.0 million/$(0.03)
    estimates and guided to strong 12% sequential revenue growth. The revenue
    mix was 73% projectors, 23% TV/monitors, 1% IP licensing revenues. We
    believe that the new projector chip platform has commenced production and
    the company is observing good demand for its next-generation 4K Ultra-high
    definition TV video processor chips. Management indicated a healthy pipeline
    of mobile video processor chip and IP deals and the Iris mobile platform will
    likely ramp during 2015. Upside potential exists for our FY15 estimates if
    PXLW mobile video processor chip or IP technology is adopted by high-end
    smartphone, tablet, and notebook customers such as Apple, Samsung, HP,
    Dell, HTC, LG, Lenovo, Acer, Asustek, Sony and emerging China players such
    as Xiomi, Huawei, ZTE etc. We estimate that the projector market opportunity
    represents 8 to 10 million units per year growing at 5 to 10% per year; highend
    Ultra high definition TVs and monitor/displays represent 10 to 20 million
    units; while the combined high-end smartphone/tablet and notebook market
    represents a significant TAM of 300 to 500 million units per year growing at
    20 to 25% per year.

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Aug 8, 2014 11:00 AM Flag

    8/1:
    TRx 1,541
    NRx 831

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Aug 1, 2014 11:52 AM Flag

    7/25:
    TRx 1,507
    NRx 786

  • Reply to

    Horizant scripts

    by drive_gt3 Jun 17, 2014 5:23 PM
    drive_gt3 drive_gt3 Jul 25, 2014 10:46 AM Flag

    Week ending 7/18:
    TRx 1,508
    NRx 854

  • 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.

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