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Tower Group International, L.Ş. Message Board

getintoh20 102 posts  |  Last Activity: 14 hours ago Member since: Sep 21, 2007
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  • getintoh20 getintoh20 Feb 24, 2016 5:16 PM Flag

    37% to %43 growth rate & the market is disappointed? Really?

    For the first quarter of 2016, the Company expects its total net revenue to be between RMB11.8 billion and RMB12.3 billion, representing a year-over-year growth rate of approximately 37% to 43%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.

  • Vipshop sells off after issuing light Q1 guidance
    Though Vipshop (NYSE:VIPS) beat Q4 estimates, the company is guiding for Q1 revenue of RMB11.8B-RMB12.3B (+37%-43% Y/Y, equal to $1.81B-$1.88B), largely below an RMB12.29B consensus.
    Metrics: Active customers rose 58% Y/Y in Q4 to 19.8M, and total orders 67% to 64.9M. Mobile accounted for 82% of GMV vs. 66% a year ago.
    Financials: Gross margin fell 80 bps Y/Y to 24.1%. Operating expenses were 19.6% of revenue vs. 21.2% a year ago. $130M was spent on buybacks. Vipshop ended 2015 with $513M in cash and $626M in convertible debt

  • And AMAG stills trades under $26? Unreal! Come longs it's time to blow the #$%$ shorts out of the water. Should be trading above $30 tomorrow, $40 by next earnings report.

  • getintoh20 getintoh20 Feb 23, 2016 5:37 PM Flag

    7.5 million shares (30%) held in a short position. Can we say major short squeeze?

  • AMAG Pharmaceuticals (AMAG) to Join S&P SmallCap 600

  • Left's Thesis And Maris' Target

    Valeant's relationship with Philidor was the heart of Citron and Andrew Left's short thesis on the stock in October 2015; the firm said Valeant used the segment to create "phantom" sales.

    Valeant later denied the report, and in the time since, many Wall Street analysts have stuck by the stock's side. The notable exception is Wells Fargo analyst David Maris, who started the stock at Underperform last Friday.

    Maris forecast 42 percent downside at the time of his report, showing that historical data indicated a greater-than-50 percent chance of bankruptcy.

  • Reply to

    Why buy now? What to see if $55 holds

    by getintoh20 Feb 22, 2016 5:16 PM
    getintoh20 getintoh20 Feb 22, 2016 5:32 PM Flag

    Valeant Pharmaceuticals International Inc. likely needs to restate some of its previous financial results based on the findings of an internal investigation into its business, according to people familiar with the matter.

    The potential revisions concern revenue that Valeant booked when its drugs were shipped to a distributor, some of the people said. The period in question is late 2014 and early 2015, some people said.

    The drug company's board has been meeting in recent days, and a decision on the potential revision hasn't yet been finalized, some of the people said. The company has until next week to report fourth-quarter earnings or seek an extension.

    Pharmaceutical companies typically are allowed to treat shipments to distributors as revenue, but because of Valeant's extremely close ties to the distributor in question, the sales may require a different accounting treatment, the people said.

    Another issue is whether the sales to the distributor, Philidor Rx Services LLC, should have been reported as related-party transactions, one of the people said. Valeant had an option to buy Philidor, and Valeant officials were heavily involved at the pharmacy in its early days, The Wall Street Journal has reported.

  • Valeant expected to restate earnings; shares slump 10% after hours. Extremly bad news, this will continual to fall in tell earnings are restate. Pray $55 holds if you are long.

  • The problems continue to mount for embattled Valeant Pharmaceuticals Shares are down 10% after hours on robust volume on the news that it is expected to restate earnings after an internal review. The likely reason is the accounting of drug sales to Philidor.

  • Guggenheim maintain their "buy" rating for AMAG Pharmaceuticals, Inc. (AMAG). The target price is reduced from $54 to $51.

  • Reply to

    Shorts still rule this pos.

    by getintoh20 Feb 17, 2016 10:45 AM
    getintoh20 getintoh20 Feb 17, 2016 4:33 PM Flag

    Don't forget to delete this post in a day or two. Loser!!!!

  • Answer from Frank Thomas Pres and Chief Operating Officer

    So, I really don’t see a scenario where it doesn’t get approved. There is always -- this is the FDA, so it’s supposed there is always potential for delay, but I feel pretty good about where we are. We answered all of the FDA’s questions very completely, confirmed that the data they received was the data they were looking for. So, I feel I think as good as one can feel. But, so, I just don’t envision the scenario where it’s not approved.

    In terms of the timing and launch, I think those are swing factors and our guidance tries to capture a range of potential scenarios that are going in assumption right now is that the product will be approved next month, or before and that we’ll be launching in Q2. Our sales force, our newly expanded sales force of over 100 reps is selling what they have today. And so, our sales reps today are focused on encouraging new physicians who are currently not prescribing Makena or who potentially utilizing compounded product, to move to Makena. We are working with insurers to encourage them to discourage the use of compounded product where Makena is appropriate. And so, our sales reps are continuing today to sell the products that they have and grow the products, not the product that we have in hand which is the multi-dose vial. And so, we will continue to sell that until we have approval and launch the single-dose preservative-free.

    But, as you point out, we are really encouraged by the response we got in market research that physicians who to today are either not using hydroxyprogesterone caproate on their at risk patients or physicians who are comfortable using the single-dose preservative-free compounded version will switch to the Makena single-dose preservative-free when launched. So, we are pretty excited about the upside opportunities that product is launched and the growth opportunities that we see.

  • After all they did miss earning estimate's & there still no single does of Makena in sight. Back to $20!

  • getintoh20 getintoh20 Feb 17, 2016 7:18 AM Flag

    After deducting cash interest expense, the company generated fourth quarter 2015 non-GAAP cash earnings of $46.5 million, or $1.34 per non-GAAP basic share and $1.12 per non-GAAP diluted share. In the fourth quarter of 2014, non-GAAP cash earnings totaled $10.2 million, or $0.33 per non-GAAP diluted share. The weighted average diluted shares used in calculating the non-GAAP cash earnings per diluted share for the fourth quarter of 2015 includes the impact of the convertible debt and related bond hedge and warrants.

  • AMAG Pharmaceuticals misses by $0.04, beats on revenue
    AMAG Pharmaceuticals (NASDAQ:AMAG): Q4 EPS of $1.12 misses by $0.04.
    Revenue of $120.55M (+136.6% Y/Y) beats by $0.42M.

    AMAG Pharmaceuticals misses by $0.04, beats on revenue
    AMAG Pharmaceuticals (NASDAQ:AMAG): Q4 EPS of $1.12 misses by $0.04.
    Revenue of $120.55M (+136.6% Y/Y) beats by $0.42M.

  • 4 AMAG Pharmaceuticals, Inc. (NASDAQ:AMAG)

    – Shares Owned by Healthinvest Partners Ab (as of December 31): 520,000

    – Value of Holding (as of September 30): $15.7 million

    AMAG Pharmaceuticals, Inc. (NASDAQ:AMAG)’s stock went down by 42.5% during the third quarter of 2015 and extended the losses in the fourth quarter, falling by another 24%. However, amid the drop, Healthinvest Partners initiated a stake in the company during the fourth quarter. AMAG Pharmaceuticals, Inc. (NASDAQ:AMAG)’s stock now trades at forward price to earnings multiple of only 3.9, which is significantly lower when compared to its peers. For the fourth quarter, analysts expect the company to report EPS of $1.16 on revenue of $120.99 million, much better than the EPS of $0.6 on revenue of $53.30 million that it delivered a year earlier. During the fourth quarter, Ken Griffin’s Citadel Investment Group added some 357,500 shares to its holding in AMAG and reported 441,000 shares held as of the end of December.

  • Reply to

    Elon will take SCTY private...............

    by joe_kernon_cnbc Feb 9, 2016 5:43 PM
    getintoh20 getintoh20 Feb 9, 2016 5:50 PM Flag

    Cash flow machine? What are you nuts? They burn through $140 million this qt

  • On February 5, 2016, AMAG Pharmaceuticals, Inc. ("AMAG" or "we") received a Paragraph IV certification notice regarding an Abbreviated New Drug Application (an "ANDA") submitted to the U.S. Food and Drug Administration (the "FDA") by Sandoz Inc. requesting approval to engage in commercial manufacture, use and sale of Ferumoxytol Injection, 30 mg/mL, 17 mL single-use vials (the "Generic Product"), a generic version of AMAG's FDA-approved drug Feraheme� (ferumoxytol) Injection for Intravenous Use.

    The pharmaceutical composition and current FDA-approved use of ferumoxytol are covered by six U.S. patents, U.S. Patent Nos. 6,599,498; 7,553,479; 7,871,597; 8,501,158; 8,591,864; and 8,926,947, which are listed in the FDA's Approved Drug Products with Therapeutic Equivalence Evaluations, commonly known as the Orange Book. These patents expire at various dates, the longest of which runs through June 30, 2023. In the notice letter, Sandoz claims that the patents are invalid, unenforceable and/or not infringed by Sandoz's manufacture, use, sale or offer for sale of the Generic Product.

    We are evaluating the notice letter and intend to vigorously enforce our intellectual property rights relating to ferumoxytol. Under the FDA's rules and regulations, we may, and plan to, initiate a patent infringement suit to defend the patents identified in the notice letter within 45 days after our receipt of the notice letter. Once such suit is commenced within this 45-day period, the FDA would be prevented from approving the ANDA until the earlier of 30 months or entry of a district court decision finding the patents invalid or not infringed.

    Feraheme� (ferumoxytol) Injection for Intravenous accounts for $95 to $105 million in sales for AMNG

  • Reply to

    Why buy now?

    by getintoh20 Feb 4, 2016 7:58 PM
    getintoh20 getintoh20 Feb 8, 2016 3:30 PM Flag

    Like I said, GNW will trade under $1

  • Cover half my short position at $108, will cover the other half when it trades under $70. Fyi they drop earnings estimates for 2017 by $1 so far, more drops in earnings to come. LNKD is at best a $50 stock. Shorts are in total control now. Don't be a fool & try averaging your way out. If you are long, sell & take your losses.