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Spectrum Pharmaceuticals, Inc. Message Board

eric9to5 106 posts  |  Last Activity: 13 hours ago Member since: Apr 5, 2012
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  • eric9to5 eric9to5 13 hours ago Flag

    which is why I got very little info... and certainly not anything material.

    Sentiment: Hold

  • Reply to

    Spoke to Jeff yesterday

    by eric9to5 19 hours ago
    eric9to5 eric9to5 15 hours ago Flag

    Actually, after first attempt, I was calling him. So, he just happened not to be busy when I called (the 4th time yesterday)

    Sentiment: Hold

  • Reply to

    Spoke to Jeff yesterday

    by eric9to5 19 hours ago
    eric9to5 eric9to5 18 hours ago Flag

    Back to your bridge, you troll.

    If you want to scare me, show me O-Film or Young Fast's numbers - P/L and revenue growth. If not, it's still a green field.

    And if touch sensors were free, no one would be in the business of producing them.

    Don't say stupid stuff like this, Richard - I expect a higher quality of bashing from you.

    BTW, you did see that guy Allen got fined for violating the short sales rules? Better take notes, unless you want to visit the Graybar Hotel, too. Or do you look good in stripes?

    Eric

    Sentiment: Hold

  • Reply to

    Spoke to Jeff yesterday

    by eric9to5 19 hours ago
    eric9to5 eric9to5 18 hours ago Flag

    Totally forgot - sounds like there will be an Analyst Day when the film process is in-house.

    BTW, Jeff stressed that there is real revenue from real customers here - and that InTouch was still in development. Strange given that it was supposed to have commercial shipments in Q2, but maybe that was going to slip...

  • eric9to5 eric9to5 18 hours ago Flag

    Above 3? Probably in August (Q2 CC)

    Above 5? My guess is November (Q3 CC)

    Assuming they hit their targets, of course.

    Sentiment: Hold

  • Obviously he couldn't be too specific. Based on what I heard, this is what I gathered:

    a) sounds like there will be news on the Q2 CC date - that appears to be what they are targeting. Doesn't mean there won't be anything before, but there was a clearer signal that there will be something that date. My impression is that it will be like previous "releases" - it will be in the earnings release and in the CC, not as a separate PR
    b) they are looking to replace Cowen - they recognize that the firm is not their friend. That was very explicit
    c) they did expect the price to tank after the XSense announcement, but were surprised by how bad the reaction was
    d) replacing CIT was the linchpin of the XSense deal - Jeff said the deal made no sense without that
    e) Jeff claims the terms of the deal (e.g. the royalties and the like) made sense based on expected revenue ramp in the out years. Translation: the royalties look expensive now, but a few years from now, they'll look cheap

    Wasn't going to push him beyond that - Reg FD and all that.

    Still, nice to talk to him. But I want to see some darn results.

    Since he talked to me, I will move back to a very shaky Hold...

    Eric

    Sentiment: Hold

  • eric9to5 eric9to5 Jun 29, 2015 3:58 PM Flag

    Why would you *possibly* be here at the price level, RXR? The cost/benefit for a short here is insane. What's the realistic maximum you could get out of this, after the borrowing cost? 50 cents a share?

    Jesus... back to your freaking bridge.

    Sentiment: Sell

  • Reply to

    Well, that blows chunks

    by eric9to5 Jun 26, 2015 2:11 PM
    eric9to5 eric9to5 Jun 29, 2015 3:56 PM Flag

    Happy to post my sorry portfolio, Druggie... still 22,900 shares long. If their investor and analyst relations were better, I could ignore the abrupt change in direction. But I have no way of knowing if this is a shrewd move or desperation, given the silence out of the Woodlands.

    Just very, very dIsappointed.

    I'm hoping that maybe the fact Jeff hasn't called back today maybe portends something in the near future. However, you have to admit his track record sucks.

    How about an Analyst Day to show off the XTouch line, if they have the film process in-house yet? That's at least *some* sign of progress.

    It bugs me I have to suggest this stuff to them - let's remember that they want our votes on July 13th.

    And, yes, I did change my vote to Yes. Took a while (had to ask JPMC for my control number), but I did it.

    Eric

    Sentiment: Sell

  • Reply to

    Well, that blows chunks

    by eric9to5 Jun 26, 2015 2:11 PM
    eric9to5 eric9to5 Jun 29, 2015 1:40 PM Flag

    I just wanted to yell and scream. I know he isn't going to tell me diddly. Still nice he called back.

    No, I'm not that stupid

    Sentiment: Sell

  • Reply to

    Well, that blows chunks

    by eric9to5 Jun 26, 2015 2:11 PM
    eric9to5 eric9to5 Jun 29, 2015 12:45 PM Flag

    There goes that small piece of non-terrible news. $2.58 and sinking...

    At least when I called and complained to Pixie headquarters, Jeff actually called back. Bad connection, so we didn't actually talk - but when I called the number back, I got his VM.

    Wonder how much of his day is consumed by calling back irate investors...

    You know what, unless you're a diehard like me, druggie, hotonstocks, etc - you really should sell. Let's get this over with, even if it means we flirt with $2.

    Eric

    Sentiment: Sell

  • Reply to

    Exact opposite of last Friday...

    by eric9to5 Jun 26, 2015 3:58 PM
    eric9to5 eric9to5 Jun 26, 2015 5:20 PM Flag

    Isn't 2.73 the all-time low? Not split-adjusted, of course

    Sentiment: Hold

  • Would be nice if we had the opposite effect on Monday - news, then a rally?

    Oh, an investor can dream can't he?

    So, let's take a poll - new 52-week low on Monday, or news and a rally?

    Eric

    Sentiment: Hold

  • Outside those nice tight B-Bands, all for a 19K sell order.

    Geez... at least we're still above the 52-week low. Small comfort.

    Eric

    Sentiment: Hold

  • eric9to5 eric9to5 Jun 24, 2015 9:27 AM Flag

    I was confused for a sec, Cocky - I wasn't aware UNXL builds investor confidence. At least not since Reed's open market purchase in 2013.

    Depressing, aint it? I've lost over 70% of my investment here - it blows chunks.

    Eric

    Sentiment: Hold

  • Reply to

    $53.7 million Plus

    by atomcow Jun 22, 2015 9:38 PM
    eric9to5 eric9to5 Jun 23, 2015 9:26 AM Flag

    Dude -

    Your math is way off:

    a) the working capital includes the cash. That means that 7.7MM of the cash is spoken for in some way (e.g. there's a liability it will cover)
    b) the 15 million went to pay the prepaid royalties and pay off Cowen's fee for placing the notes

    So, Pixie has 13 million of unencumbered cash as of end of Q1 - it is undoubtedly below 10 at the end of this Q, as Atmel was running XSense at a loss, too.

    Eric

    Sentiment: Hold

  • Reply to

    That's impressive

    by eric9to5 Jun 22, 2015 2:41 PM
    eric9to5 eric9to5 Jun 22, 2015 4:10 PM Flag

    No specific - but you know the old saw "buy the rumor, sell the news". Not sure you can explain the Friday PM buying any other way - scared of potential premarket news today.

    Sentiment: Hold

  • eric9to5 by eric9to5 Jun 22, 2015 2:41 PM Flag

    down 5%, below Thursday's close, on 21K shares.

    I hate the market. Guess this is what happens when you buy the rumor - and there is no news.

    Pbbbbbt!

    Sentiment: Hold

  • Reply to

    Schedule 3(s) Indebtedness

    by atomcow Jun 19, 2015 11:05 AM
    eric9to5 eric9to5 Jun 19, 2015 12:53 PM Flag

    right - long term. But the short term is pretty nasty, you have to admit.

  • Reply to

    Amended EDGAR...

    by elmerfudbuster Jun 19, 2015 6:52 AM
    eric9to5 eric9to5 Jun 19, 2015 9:16 AM Flag

    I would also hope to get a sense whether Pixie will exercise its option to buy CIT's film beyond the initial 16 weeks. They can extend that all the way till October 31, which is a drop-dead date.

    If they choose not to exercise the extension, it's a big plus - means they got the process up and running properly (and likely with the expanded margins). If they do exercise it, it's not necessarily a red flag - the expectation was to use the entire 6 month window.

    Eric

    Sentiment: Hold

  • Reply to

    Changing my vote to Yes

    by eric9to5 Jun 17, 2015 2:39 PM
    eric9to5 eric9to5 Jun 18, 2015 10:48 AM Flag

    I found that curious, too - but he did. Again, since Russell hasn't closed a financing deal - and since the new design win is not final yet, although expected - it really isn't material or subject to Reg FD, isn't it? Same thing with his impressions of Hudson Bay - if it's not material, he can flap his gums all he wants.

    Do you think any of that is material info? If not, then I guess I'm not full of it, am I?

    Eric

    Sentiment: Hold

SPPI
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