Minnie...We're in the same stocks... AGAIN! I bought this name fairly recently and pretty large
at $16.25 and liking the action so far!
Better always does not mean the first in line seller. Your wife knows better than all of us for sure.
Price is a big deal if the differences between one drug versus another are relatively small. In this case
it is basically six of one and a half dozen of another. Plus one stumble along the way and a company
is toast. That's the risk however small it may be with ZSPH right now...
RLYP is basically done with their trials...has cash in the bank....approval date set....mfg in place....all ready to
go. My bet is they are acquired before the end of 2015. Price...Low $60's.... JNJ now has a ton of cash from this PCYC deal. Have to buy something. TGTX...Need to check that out AK... It's going to the moon. I'm in from the low 12's and liking what I'm seeing....
Gosh AK....You would think that with all that good news that ZSPH has that the stock would be going up...not down? $51.50 on 2/22 and now $48.70?
And that bad old RLYP with the inferior drug? Has gone from $37 to $42 during the same period...
Hum...Wonder why that is? Guess the markets just don't understand the science huh? LOL!
I would feel better if Israel would have joined us, and even the Muslim countries of the world like Jordon, in
the recent air strikes against ISIS with that great air force that we built, and funded with US taxpayers dollars. He keeps saying "never again". Not sure how speaking bravado before our Congress, yet not acting when threatened by something as evil as ISIS, is not from the 1938 playbook of Neville Chamberilin. Silence then lead directly to WWII and to the Holocaust. If you don't learn from history you're bound to repeat it....
AK.... IMHO right now AMRN is not even about their "science" as ironic as that may sound.
They have a tangible negative net worth. Their debt exceeds their assets. That is the classic
definition of Bankrupt. They are bleeding losses every quarter. They have 175 million shares outstanding
now. So at the very least you're looking at a 1:5 to 1:10 reverse stock split at some point in time. Unless someone comes in and merges with them (or buys them for virtually nothing but merger is the likely the scenario with a similar dying penny stock company), this company won't be here by the end of next year IMHO. GL to you really on this name but I think your investment judgment on this one could be a tad clouded.
ZSPH...Definitely. If it gets cheap enough with no adverse clinical data I'll probably buy some,,,
AMRN.... Got out in the 7's second time around (lost some money), but made good money the first time in it selling in the $16's... Would never get back into that stock. I don't care if the perecentage gain is 400% off the lows, I still won't touch it with a ten foot pole. That one comes as close to a complete bogus company that one can ever invest in. Reminds me of the snake oil salesman stories of the old West. And most of the posters on that Board deserved everything that came to them....Present company excluded of course!
AK....Love yah man, but you tend to get really bogged down in minutia. You did the same analysis with AMRN.
Your wife said they had the best fish pill. They probably did, but my issue all along was who needs a fish pill to begin with when you can simply take10mg of Lipitor....lol... Maybe I was right for the wrong reason but I
got out and actually made money on AMRN (trading it twice) so I guess I'd rather be lucky then good huh?
Seriously....You concern (and mine) should be how big of market we will have for both RLYP and ZSPH.
Not who you think may have a slight advantage one over the other. RLYP has been going up of late while
ZSPH has been going down? Have you asked yourself why? Because RLYP just did a great secondary
at an attractive price and is now flush with cash and ready to go. ZSPH will have to do one down the road
as well. ZSPH has some trial data coming out which could be good...bad....or indifferent. RLYP is heading
for an approval date in October or even perhaps earlier. ZSPH has yet to even file for an NDA.
Onset of action is great, but if you truly need rapid potasium reduction in a critical setting I think
physicans will continue to use glucose and insulin. After that, what RLYP and ZSPH are offering
where it is no so critical. Then there is the trade off between some constipation (RLYP) or swelling in
your limbs (edema) with ZSPH. Take your pick....
Room for both. Try looking at the macro picture AK and don't micro manage the two companies.
This isn't a math test. No real right or wrong here...
This is basically the same "gameplan" that TSRX and DRTX both utilized prior to being acquired. Let them know you have the cash, the product, the mfg in place, and a salesforce willing and able to go it alone if need be...In fact, present to the world that is really your preference. Mention that you might want to take on a partner for Europe/Asia. Sit back...get your approvals. The WHAMO...You're gone someday before the market opens for big bucks and everyone seems "surprised"...LOL...
Sudn....BLUE I blue it.... Sold on their first big run up and missed the big payola. Dumb!!!!
Oh well....More fish where that one came from.... Bought tons of NVIV at $1.90 recently and
thus far have made the profit I missed all back....Crazy world of biotech and medical device
Now on Bloomberg Business. Security sign in device with no password. Can be adopted for all computer and smart phone functions. Intel guy says that within 5 years no one will need a password for any use.
Guess we're not on that same wave length but who the heck knows since we never hear anything out
of the company to begin with..
You are so right schroe. We do our thing and have had alot of success, and like you...I spend tons of time researching and reading and doing everything I can to try and find the next successful biotech play. It was not by chance we were in TSRX and DRTX...and CEMP....and many others early on, and over the years we've all earned our stripes by the losers as well. Good points my man.