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Staples, Inc. Message Board

gswkool 112 posts  |  Last Activity: 6 hours ago Member since: Jan 2, 2012
  • Reply to

    agree with antisense

    by tblew Nov 5, 2014 9:17 AM
    gswkool gswkool Nov 6, 2014 1:28 PM Flag

    I'm a stockholder and I've given them benefit of doubt, as I bought cheaply and made money. However, not very happy with level of transparency here. I have shares in other biotechs and the good ones provide update on progress, list their accomplishments, and lay out their goals for the next year. How can you measure mgmt. performance if you can't compare stated goals against their actual achievements? I hope enough stockholders start complaining. This is not a private company. They have accountability to shareholders.

  • gswkool gswkool Nov 4, 2014 12:35 PM Flag

    just gotta be patient. I believe the stock will begin the process of re-evaluation once Tethadur phase 1 plans are revealed. I am not focused on Lluvien revenue progress at this point - I am satisfied with the $25M. There are other technologies {antisense, stem cells, etc...} that could come to fruition, although out some ways. They may be disruptors in this space. Ultimately, the rosy projections for Lluvien long term sales targets may not be realized. Same goes for Medidur. Success with Tethadur in clinic will drive the price way higher - lack of success with Tethadur and I don't see heck of a lot of value here in long term.......just my two cents.... GLTA

  • Reply to

    Understanding of the 50% RSV comment

    by i4c5x5 Oct 26, 2014 11:46 AM
    gswkool gswkool Oct 26, 2014 11:53 AM Flag

    thanks for your comments - certainly helps to clarify and put results in perspective...

  • gswkool gswkool Oct 21, 2014 8:09 PM Flag

    i own both. alny tripled since i purchased it. so far the clinical results at alny have been astounding. their platform has been proven out. their pipeline is kind of small and leading compounds address small markets {rare diseases}. to me, they are slighlty overvalued at this stage - long term they can/will be worth much more. rxii is still speculative, clinical results too early. only one drug for scarring that's far enough elong to be of any interest. still, with the market potential i think it should be trading at 2.5X its current value at this point in time....just imho....

  • Reply to

    CERS is Ebola play

    by gswkool Oct 16, 2014 9:52 AM
    gswkool gswkool Oct 21, 2014 7:46 PM Flag

    now that the West is being affected, the money will come. If the issue continued to be contained to the African continent, forget about getting the funding....it's a sad world we live in....

  • Interesting - "Molecular Partners is testing investor demand after the recent stock market tumble. The bookbuilding ends tomorrow. The company wants to raise as much as 151 million Swiss francs ($160 million) to fund development of its drug pipeline until it receives income from Abicipar, which it licensed to Allergan Inc. The drug may enter the third and final phase of clinical tests in the second quarter of 2015, said Zahnd, who helped found the company 10 years ago.

    Molecular Partners focuses on the discovery and development of protein therapies. Abicipar is its most advanced drug candidate, being developed for treatment of wet age-related macular degeneration and for diabetic macular edema. Both diseases can lead to blindness and Lucentis may require as many as 11 eye injections per year. Molecular Partners seeks to reduce that to four per year. "

  • gswkool gswkool Oct 20, 2014 10:08 PM Flag

    most likely the people who sold after viewing the first set of photos are reconsidering and buying back in after viewing the second set of photos released which shows much more improvement.....small stock, small market cap, .....it doesn't take much........IMO .... I'm currently long RXII, -it's a gamble but very cheaply priced...

  • gswkool gswkool Oct 16, 2014 10:09 PM Flag

    That is true- forgot about that. From what I can research, the fuel surcharge varies depending on price of fuel and type of shipment, and adjustments lag by a few months. A rapid decline in price will mean more $ for UPS, - but you're right - $750M savings is high since the company is already passing on fuel costs to customer...I wouldn't know how to put a number on it....low fule prices still a positive though...

  • gswkool gswkool Oct 16, 2014 10:52 AM Flag

    no, i don't believe that's correct. roughly, ups operating revenue was 46.5billion in 2013. Fuel costs account for 5.6% of operating revenue. that works out to 2.6billion. a savings of, say, 30%, would be an additional 780milion in profits. they earned roughly 4.3 billion in 2013. so a 30% fuel savings would boost net income by 18%. UPS goes to great lenghs in all aspects of its business to minimize fuel costs -

  • any company that can quickly develop and produce a vaccine. looks like you get to go straight to testing on humans - you don't have to go through years of pre-clinical & phase this and phase that -i don't know that nvax is working on anything for ebola, but given their past claims of how quickly they can develop and produce vaccines for masses, -hopefully they are working on something. I wonder if they would even be getting some prodding from our gov't {not in isolation -i would guess that the gov't is prodding others as well}...

  • would rather be holding CERS shares than many others that are in free fall......

  • I would guess that UPS uses hedging so they may not initially benefit as significantly as they could from the drop - however as you go out several months cheap profitability should help boost profitability. Just gotta keep an eye on Ebola and it's gonna be flu season again {bird flu scare} - they say once a century we are due for a pandemic ....................

  • Reply to

    For 18 patients Safe and some vision improvements.

    by eoinmnm Oct 15, 2014 10:40 AM
    gswkool gswkool Oct 15, 2014 11:04 AM Flag

    trial cost $$$ , dilution is preferable to a sellout by mgmt and giving up significant % of profits. Just look at NVAX. They are going it alone for their RSV vacccine candidate. They raised significant amount of money and stock is trading up post dilution. It all comes down to math and amount of confidence they have in success. Going it alone is sign of high confidence in the science. I'm a stockholder in NVAX and ACTC. Lets see how this one play out.....GLTA

  • It "may" not deliver less........boy, how people react to things of little substance...

  • gswkool by gswkool Oct 15, 2014 10:42 AM Flag

    CERS mentioned alongside others as an Ebola play......I would rather own CERS shares right now than the many others that are crumbling......

  • Reply to

    Newly In

    by flexed1962 Oct 14, 2014 3:49 PM
    gswkool gswkool Oct 14, 2014 6:30 PM Flag

    not bad prices - esp.in this market it's best to dollar cost average as the market is very shaky and has not yet capitulated - always smart to keep some $ on sidelines ...good luck with your investment...

  • gswkool by gswkool Oct 14, 2014 11:17 AM Flag

    less than thrilling earnings report. they tout 33 years of experience with their mgmt yet market cap is only 74M. Still, they pay a nice divi. I just don't see them as a growth company any more. Expect more thrashing -opening and closing of stores - with no real progress in expansion and profits. I had hopes when I originally purchased shares. They need to sell company or replace their upper mgt including their ceo ...imo.....

  • Reply to

    RNAi drugs are amazing future....

    by dragan7777777777 Oct 13, 2014 1:06 PM
    gswkool gswkool Oct 14, 2014 11:08 AM Flag

    you got that right! I just hope it doesn't get bought out before it is able to reach its peak value. This company can easily be another Celgene or Gilead, -it will just take some time. They've been getting blowout results when they do report clinical results. I would like to see more rapid development of a deeper pipeline, though.....look at ISIS pharma - I also own shares in ISIS pharma -they have quite a pipeline....

  • Reply to

    Good AVP-923 Phase II results. GO AVNR!

    by bkinwong Oct 13, 2014 6:35 PM
    gswkool gswkool Oct 13, 2014 7:38 PM Flag

    was it given to the patients or the caregivers? did they test to see what the caregivers were on when they provided their feedback to the patients? prhaps they should conduct another phase III trial with both patients and caregivers on AVP-923 - Personally, I'd prefer Johnny Walker......

  • Reply to

    My 2 Cents

    by bduchnowski Oct 11, 2014 3:42 PM
    gswkool gswkool Oct 13, 2014 3:38 PM Flag

    The stock is not acting like i would have expected it to - I was sure it would go up with the fda approval -so I don't know what is or is not priced in at this point - it is all but a done deal with ALIM having access to the money - so the market technically should have mostly priced it in - so i would expect no more than a small bump up - and i will most likely be wrong again when it pops...... one thing i feel good about is with two years of cash there should hopefully be some other form of good news coming over that timeframe.... I am still positive on the stock and to me it is undervalued at this point in time....

SPLS
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