Ii it does,it is indeed a stealth effort.
Why does Deerfield tolerate an incompetent,flaccid effort by the control freak" CEO.
Summer Street and cvchiro may talk positively but they are getting no help
from the bumblers at FLML.
We continue to believe FLML's evolving fundamental story has homerun potential
but Deerfield and friends are leaving lots of money on the table.
everything is going great except the FLML stock price.
When is Deerfield going to install a high-powered IR program to start
reducing the very-high discount rate on the fundamental story
FLML's stealth IR program has discussed Éclat I and II,both now FDA approved.
Éclat III and IV have been delayed but both are supposed to be submitted for FDA
review in H2.
FLM is working on Éclat v and VI and has identified 20-30 additional candidates(that
have passed its screen).
The first 4 Éclat drugs are expected to have aggregate peak sales of about $1 Billion
with high gross margins and large TLC's bolstering net income.
So,the question is why are investors oblivious to FLML's stock market potential.Some would say
the sales estimates are too optimistic.Others would say that FLML's weak IR effort and a history of disappointment has caused a very-high discount rate on the fundamental story/earnings.This
Bartender is dismayed that Deerfield is tolerating amateur hour in Lyon because it is costing
Mr Flynn big money as FLML stock far underperforms its potential
regarding the large,peak sales potential of Eclat III,IV,V and VI.They do not know why Deerfield
tolerates "amateur hour" in top management,including an incompetent IR "effort" which is leaving lots of money on the table
for their Lyon-P Town flings with appreciated FLML stock.
These pub-goers complain about FLML top management,after several cocktails, and
appropriate back door activities.They lament the obivious, amateur hour fumbles
and the very-poor IR "effort" which is retarding FLML stock relative to the high
potential fundamentals previewed In earlier,and prescient, Svchiro posts herein.
Fun speaks the truth;DD Ag is a huge loser as the gap with the dominant MON grows larger
But Deerfield and CEO Anderson assure these pillaged investors
that "everything is going great `cept the stock price"
If FLML had even a mediocre IR program, compared to one of the
worst this Bartender has ever encountered,FLML stock could be
substantially higher on the same fundamental story.
Deerfield should terminate the amateur hour management in Lyon
and bring in a team that can execute
"her" husband and Arthur.That could be a classic windy that would attract
lots of new pub-goers to the Eastmoor Pub's world famous back door activities
Even flaccid IR programs would have been able to "plant"
a favorable Barron's story by now.
Isn't Deerfield concerned that FLML is underperforming its
stock market potential
Éclat III and IV to be submitted for FDA approval in H2 2014.Work continues on
Éclat V and VI
Yearly peak sales of these 6 drugs could be more than FLML's current market
FLML continues to make nice progress with its burgeoning fundamentals but the
the stock continues to underperform its potential being #$%$ by the financial
morons it employs to communicate its story to investors
A stock price is a function of its fundamental story and how effectively this story is communicated to investors.
CEO Anderson has improved the fundamentals and the future looks good--as you have pointed out in your
messages-- but FLML does a miserable,pathetically-amateur job communicating the new FLML story.
Yes,FLML is up from $3 in December 2012 but the discount rate on the story is very high and FLML is only
$14,not the $25-35 it could be now if Flamel had even an average IR effort.
Who is the illiterate,financial moron who writes Flamel's Press Releases.
They are pathetic efforts indeed.
Based on CEO Anderson's "control freak"reputation,and what I hear from
my FLML pub goer clients,,Anderson holds the smoking gun on the grammar
school level press releases.
Do you think he is still trying to depress FLML shares so that friends of
Deerfield/Anderson can buy cheap stock.
Or,does Anderson actually believe he is a good writer?
I wouldn't trust current CEO Anderson to run a lemonade stand.
FLML stock is heading a lot higher but Anderson's foibles
will limit the upside.Deerfield needs to beef up the management
and naming Stapleton as Chairman is not the answer
Amateur hour continues in Lyon but insiders are very focused and cold-blooded in their vampire like
sucking life out of shareholder values(and stuffing their pockets with shareholder's cash)
The criminal looting of FLML continues
Note that this Bartender will have an interesting array of cocktails ready for thirsty Pub-goers.If you are
suffering a flaccid period,try one of our Buttah -enhanced cocktails.
And,it will be a packed house for Gay-Pride week.FLML's soon to be introduced new Chairman should be
on hand to help celebrate a very-firm,FLML stock perfomance
Frito frets that Willard is all talk but it was his super negotiating skills that resulted
in acquiring Éclat from Deerfield for only $12 MM dollars.That is fancy,shareholder
enhancing "talk" as the profit from the first four Éclat drugs could exceed a half billion
This Bartender is not giving up on Anderson but amateur hour in Lyon has to end.
Ask the Boss man at Deerfield what he thought about the Éclat transaction and he
will admit that his guy Steve Lisi "gave away the store" in the talks with Willard.
What does Mr svchiro see in the cards?We are getting a new Chairman.
How about Deerfield ending amateur hour in Lyon by bringing in a
competent CEO to put us back on track?