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Alnylam Pharmaceuticals, Inc. Message Board

halevay 56 posts  |  Last Activity: Apr 17, 2014 4:37 PM Member since: Oct 8, 2008
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  • halevay halevay Apr 17, 2014 4:37 PM Flag

    Seriously, let's stop exonerating Durham and company from any fault here.

    It goes back to managing the expectations of investors.
    It wasn't that long ago when we heard, "announcement of pending RC sales expecting in the next 'few weeks'" and that turned out to be MONTHS.
    Same thing here. Don't say Mid-April if there's a chance it's going to be longer. You think this is the first restatement KPMG has done for a public company? I'm sure they're capable of giving a timeline. Give or take a few days? weeks? Of course. So learn the right vernacular ('as soon as possible, as timely as possible, when the results have been completed'), rather than give a specific timeline.

    And if you don't think this impacts stock price, look at the trading at the end of the day...not to mention the last couple of days. Investors are getting impatient.

  • Reply to

    Yikes - Almost to $22 - Pre Split $44

    by md841 Apr 15, 2014 11:12 AM
    halevay halevay Apr 15, 2014 12:36 PM Flag

    Not sure these guys are aware we use the Gregorian calendar. Mid-April was to release the 10k with fourth quarter and full year results (and conference call) to be released BEFORE that. My calendar says mid-April. Not sure what theirs says.
    I don't don't think Durham and company have any clue which side of the toast the butter is on.

  • Reply to

    next stop $50 buyout

    by okwil53 Apr 2, 2014 12:10 PM
    halevay halevay Apr 9, 2014 5:19 PM Flag

    if you're not sure about buying or selling you should probably do neither and find another stock.
    This thing screams 'short'.
    But I don't short stocks. Too much risk. This stock went from $1.50 to $30 for no reason. Who's to say it can't go to $100? It won't, but I wouldn't risk that kind of loss. Put options on this are expensive and you have a finite period of time to work with, but I say it's going back to $20 or less in the next month.

  • No reason for this stock to be trading above $10, let alone $30. Made money on BORN and will make money here too. Wish I could short it, but I'm not able to. So I'm using options

  • I don't know about anyone else here, but how long does/should this process take? If it was contained to one segment of their business, why should we not have revised earnings a month+ after they likely began the restatements?
    Meanwhile, all of the headlines from an investor perspective say, "Late", "Delinquent", "Lawsuit", etc.

    I swear these guys are just sitting on their hands over this.

    Now, if we see or hear about audit expenses that rival their Norti-based legal expenses, I will seriously consider getting out of this for good or at least winding down my position significantly.

    Enough is enough here.

  • halevay halevay Apr 1, 2014 11:32 PM Flag

    Nice Artcle by Seeking Alpha today - Says ADA undervalued

    "Says ADA undervalued"

    While that was the headline and was mentioned in the article, I thought the message was 'marginal' in terms of a positive or negative biased. The author made a case for ADES being undervalued, but also highlighted quite a few items for concern, including:
    Terminable revenue from multiple business lines
    Run rate at low end of range
    Behind schedule on RC contracts
    The thought that much of ADES's EC revenue will come from M-prove which, after 4 years, is still "commercially unproven"
    Restatement challenges from a company whose (books) are "far from simple"

    Plus, the case for a stock price above $30 (split adjusted) is contingent on the company firing on all cylinders, which hasn't been the case.

    I'm not agreeing or disagreeing with the author's assessment. I am just saying that reading the article doesn't make me want to rush out and buy more shares.

  • halevay halevay Mar 28, 2014 5:11 PM Flag

    There's definitely a difference between how and what the company is doing and how they're doing w/rt the shareholders.
    Take away the fact that they're a public company with investors and most of this stuff is meaningless. They are behind schedule? Not a big deal. They accounted for things improperly? Not a big deal either.
    Most of what we are barking at IS related to the fact that they ARE a fully reporting public company and have a responsibility to their shareholders.
    So while the latest accounting trouble and the lack of communication doesn't really impact the company all that much, it does impact the investor community and their faith in putting money into it.

    That's my last thought for the day. I'm off to grab me a cocktail and then to Lucas Oil Stadium for the NCAA tourney. Go Cards!

    May next week bring us some resolution...and some of our money back.

  • Reply to

    Time to buy is when things look the darkest

    by md841 Mar 28, 2014 12:00 PM
    halevay halevay Mar 28, 2014 3:10 PM Flag

    md -
    "On a % basis, we're not that far from our top (25% or so)."


    Not sure if you're using the 'new' math or not, but 25% is a LOT. It strongly defines a "BEAR MARKET" when applied to the larger averages, which by the way, are not that far off their highs (off only a couple of percentage points)

    a 25% dip, with 15% of it occuring in the last 3 1/2 days is pretty serious.

  • Reply to

    Time to buy is when things look the darkest

    by md841 Mar 28, 2014 12:00 PM
    halevay halevay Mar 28, 2014 12:14 PM Flag

    Things are not dark yet. They're very 'uncertain'. 'Dark' is what follows if these guys don't have their act together.
    I'm still waiting for the next 'big' news. IE - ..departure of either Durham or McKinnies, ...SEC lawsuit.
    Don't think that would/should be the case, but never know.

    Maybe it'll just be a small thing like, postponement of shareholder meeting or updates (slower) timetable or insider selling.

    In the meantime, this is a falling knife.

  • Reply to

    Nice Move - Up 6%

    by md841 Mar 25, 2014 10:07 AM
    halevay halevay Mar 27, 2014 10:07 AM Flag

    Reputation deteriorating. And the possibility that the restatement goes much deeper than first thought.
    Your post is extremely telling. You wrote "I'm 'guessing' we'll get earnings".
    You shouldn't have to be guessing. These guys should have come out front and center and addressed this, and provided updates

  • Reply to


    by halevay Mar 24, 2014 9:27 AM
    halevay halevay Mar 24, 2014 1:27 PM Flag

    Ok, but what about a conference call? Are they going to announce that in advance or quietly release the updated earnings like slipping the rent money underneath the door?

  • Reply to

    Siluria also starting a new prototype plant in Texas

    by smdta Mar 23, 2014 2:01 PM
    halevay halevay Mar 24, 2014 1:14 PM Flag

    "Why both at the same place?" You do realize that Texas is nearly 270,000 sq miles, right?
    In any event, Carbon Sciences has no traction, has not had any traction and will never have any traction. Save your money and buy a puppy. No wait, adopt a puppy and buy yourself some gum.

  • Reply to


    by halevay Mar 24, 2014 9:27 AM
    halevay halevay Mar 24, 2014 10:16 AM Flag


    My comment was referring to a week ago Thursday when they announced they would be rescheduling the earnings...but they did it on the day they were supposed to announce. You think they didn't know this in advance and only found out that morning?
    That's a penny stock stunt.

  • halevay by halevay Mar 24, 2014 9:27 AM Flag

    Advanced Emissions Solutions Announces the Appointment of Randy Gounder as President of it's ....ZZZZZZZZzzzzzzzzzz

    Sorry. I fell asleep reading that...waiting for the real updates.

    I mean, c'mon...announcing the audit issues on the day of your earnings? That's bush league.

  • Reply to

    Accounting snafu

    by r.overby Mar 19, 2014 2:41 PM
    halevay halevay Mar 20, 2014 8:34 PM Flag

    md -
    Why would you think we'd spike $5 on earnings? I don't think it's going to be a 'knock-it-out-of-the-park" surprise. Catalysts for that kind of PPS increase would be related to forward guidance or sales updates and they generally don't do the former.
    As for your thoughts on RC sales slowing down, at what point does one begin to think they can no longer say, 'We expect to have all 28 RC plants operational" (with 23 or 24 SOLD) by YE 2014. Things can't slow down any more than they already are if they intend to meet that deadline. I think that could be a reason for the sell-off.
    Also, bear in mind that the stock split is both a blessing and a curse. Sure it provides liquidity, but makes it easier/more appealing for those shorting the stock.
    So I'm looking for an update on RC projects and confirmation that the accounting issue is behind them (and did not prove to be all that material)

  • halevay by halevay Mar 19, 2014 2:52 PM Flag

    Could be good for the stock if it gets too low. Might entice new investors.

    Sorry, had to write that.
    The litigation announcements are all noise, but in response to md's posts that the accounting issues are not 'material', I disagree. They may not be material in the sense of how much it may or may not impact prior & future earnings, they are very material to investors.

    There is reputational damage that gets done each time something like this occurs. The April '11 Norit announcement was HUGE...nearly put them out of business. Then they got things together and the stock price went up and we all began singing their praises.

    But the truth is that they are not on track for the RC plants and we really have no idea when they will sell the 80ish% of the plants they indicated they would. Capital raises come out of nowhere. And now this accounting problem.

    Damage is definitely being done here.

  • Reply to

    always something with this a lawsuit

    by bioexec Mar 18, 2014 11:09 AM
    halevay halevay Mar 18, 2014 12:42 PM Flag

    The lawsuits are more from money hungry sharks looking to get a quick settlement. I wouldn't put this on the company. But I agree it does get frustrating.

  • Reply to

    Info on split distro?

    by bchubak Mar 17, 2014 5:57 PM
    halevay halevay Mar 17, 2014 8:52 PM Flag

    Perhaps the problem is your Italian firm of Wella Fargo. I had that problem when I was with Morgana Stanley, also Italian.
    Seriously though, sometimes you'll see cusip #s rather than shares during a reorg (buyout, listing, etc) but with stock splits it's usually pretty simple.
    However, I'm still seeing my options pre-split. I assume that will be updated shortly.

  • Reply to

    longs look like baboons

    by gaytenright1 Mar 17, 2014 12:41 PM
    halevay halevay Mar 17, 2014 12:57 PM Flag

    It's called a stock split monkey boy. Look it up.

  • Reply to

    Current Status is Strange

    by md841 Mar 16, 2014 1:02 PM
    halevay halevay Mar 17, 2014 8:26 AM Flag

    I don't think the market thinks there's a conspiracy. It thinks what we think. That the management team cannot get out of its own way. They are a walking calamity and a liability to their own success. And after a 200% year! many are thinking about the risk/reward relationship and realizing it's not as compelling as it was.
    Tough to feel comfortable after all of the snafus. We're always waiting for another shoe to drop and candidly that's the one thing on which management has been consistent....the delivery of surprisingly bad news.

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