the rules of who can administer zevalin . Ask him the progress on this front.
This bs statement has been thrown around at least for 2-4 years. Can they report progress every quarter.
this is simply bs to throw something at public ?
Is Grafix already approved for DFU ? If so, when and how much revenues is it getting from DFU ?
Are you saying Dermagraft is NOT competitive vs Grafix
so new investor gets sucked into without understanding the risks here. I lost money. Nobody should here.
BTW what do you think of that SLEAZY GUY ADAN's PR "Spectrum won't always disappoint" "Spectrum has upside of 75%...blah blah"
without having a headline right below that he is paid by spectrum to cover it. SLEAZY SLEAZY
Joe/sherry/aliases have been pumping without educating the risks.
as Buffett said management integrity is the most important part of passive investing.
personally, I would NOT invest even if SPPI trades at 1 times earnings....because i don't trust these guys.
put your SPIN.
I am just asking honest questions. I am not putting my spin. Just point me to facts.
All I am saying is rosy forecasts of fusilev growth were being provided at the time when clearly
340B was hitting them, the Mix - Hospitals were becoming a more significant part of their fusilev sales,.
when these ROSY forecasts were provided in many presentations(by somebody) I invested in Fusilev at $12.5. Somebody else sold his shares at $12.5. Then somebody else hid behind and released after-market press release. That very day i sold my shares in the after-market at $7.5. I lost a ton.
Ordinarily, I would not be bitter about loss. But listening to all those misleading answers on Fusilev in 2012.
Take for example, the Propthink interview which happened in Fall of 2012...This guy was forecasting Fusilev growth.
1. See the follow up question at 55.
question: When leucovorin shortage ends , your experience is Fusilev sales will be sticky
answer: YES SIR.
In this call they disclosed fusilev sales "80% treated is community . 20% is in hospitals". However when this ratio changed to be more hospitals, wouldn't they have to issue a material saying "this will impact our Fusilev sales ". This was required anytime between July-Dec 2012. Instead somebody was busy spinning Fusilev sales will grow.
3. 340B rebate sales was material in the period July-Dec 2012 - Wouldn't they had to issue an update stating 340B will have material impact on Fusilev sales anytime between July-Dec 2012. Instead somebody was busy spinning Fusilev sales will grow.
I never said Raj knew how much sales was from hospital.
What I did say was never ever in 2011 or 2012 , was it mentioned to investors that hospital sales in fusilev will be impacted due to the end of generic leucovorin shortage.
If I am wrong, I ask that you give me a presentation in 2011 or 2012 and I will stand corrected. Trust me, I listened to every single call from 2011 and 2012 many times over.
tartiaboy, I am just asking tell me JUST ONE presentation in 2012 or 2011 where management said they are concerned that fusilev sales will tank in hospital once leucovorin shortage ceases ? JUST ONE
GIVE ME JUST ONE in 2012 or 2011 . Just TELL US Date of the presentation...And I will listen to it.
"Perhaps you should review all those presentation. Raj consistently stated that they expected to lose the hospitals when generics returned and that they were focused on the clinics and groups. "
BUDDY You are a LIAR. I have listened to those presentations up until Jan 2013. There was NO WHERE did he say that they expected to lose hospitals. Give me 1 investor presentation in 2012 or 2011 where Raj said he is concerned about losing fusilev sales due to cessation of generic leucovorin shortage. IF YOU CANNOT PRODUCE THIS I WILL CONSIDER THAT YOU ARE BIG FIAT LIAR.
"Raj was imcompetent because he didnt had access do IMS DDD data. "
Here is my question for you:
Are you telling me a company with 1000 man years of Pharma Sales Experience was going out in front of investing public and boldly giving them forecasts WITHOUT KNOWING THAT HOSPITALS WHICH ARE HIGHLY SENSITIVE TO COSTS WOULD BUY LEUCOVORIN INSTEAD OF FUSILEV...since Fusilev is 60 times pricier than leucovorin and NOT proven to be clinically superior ?
so you think raj going to some 8 investor presentations in 2012 and pumping fusilev and telling
1. fusilev will grow
2. fusilev sales will not be impacted by ease in generic lecuvoron shortage
3. fusilev is clinically superior drug to leucovorin
completing his 105-b sales (greater than $8m in sales)
and then cowardly hiding behind an AFTER MARKET PRESS RELEASE in March 2013 that corrects his at best, INCOMPETENT guidance ?
It is very important for JOE, the pumper to mention this to new investors.
joe - who only tells the rosy story.
joe - who has permanent amensia(oxymoron) on how investors were screwed on Fusilev rosy forecast those that invested when the 105-b sales were in high swing
joe- who does not tell how wrong the guidance on fusilev was in 2011 and 2012 on the salient question "how will fusilev do when generic leucovorin shortage ceases "
joe - who does not tell how management in 2012 said "fusilev is clinically superior drug to leucovorin" when in the fusilev's label there is nothing to indicate that.
joe - who does not tell the zevalin forecast "this could bring in a few $100m in revenue in a few years" . this forecast first was thrown to the public in 2010/2011. we are 4 years from then.
joe - who has been talking about spi-2012 which is still in phase 2 and even if the 2 major trials are successful is still a good 4-5 years from market launch
joe - who does not tell the apaz bait has been going since april 2012
joe - who does not tell ceo made ~$8m in stock sales in 2012
joe - who does not tell who runs the board