thanks ttownscore for the reply. I am holding a lot of shares now. I am a bit nervous about the new guidelines for reducing cardiac risk and what that means for PCSK9 reduciing drugs.
What is it about statins that reduces cardiac risks anyway, if it isn't reduction of LDLs? Do the studies of statins show what the efficacious agent is in statins? Any what about the people that can't tolerate statins? (I know I am stating the obvious and this is the market that REGN and other pharmas are going after.) It just seems to me that delaying approval until these therapies -- which are alternatives to statins -- are proven to reduce cardiac risk may arguably place a lot of people at risk unnecessarily.
Do you see the possibility where IMPROVE-IT fails but the FDA nevertheless approves PCSK9 reducing drugs?
Here is what Adam F has to say about squalamine:
"adam feuerstein: if squalamine failed as a back of the eye injection, what makes you think it's going to work as an eyedrop? I think OHRP is wasting everyone's time."
IMO - Livermore is a paid pumper and we should all be leery of his "advice".
The most recent news has not been particularly good for the anti-cholesterol drug REGN has in trials; and it looks like there is compeition for Eylea on the horizon. Wondering what knowledgeable REGN investors see on the horizon that might propel REGN back into the 290 - 300 range in the near term (say 3 - 6 months). Thanks in advance.
I see this being posted on the board but cannot find confirmation anywhere…. Can anyone direct me to where I might find this? Thanks!
I agree with your analysis pumai3 - but I am confused by the conclusion you are drawing. Isn't this bad news for REGN's new ldl-lowering drug?
most likely this evening - as they did when they announced sales figures (3 million) of the Ipad launched in March 2012
If Apple announces this info - it will likely be this evening. That is when they announced weekend sales of the ipad launced in March 2012 (at around 6 pm Monday night after the first weekend). Those sales were $3 million. It is expected that Apple sold 5 million Ipad Airs over the weekend, including online orders
Analysts expect the following for LNKD when it reports tomorrow:
"We expect third-quarter results in line with our estimates. We expect revenue of $383 million versus consensus of $385 million and guidance of $367 million to $373 million. We expect adjusted EBITDA of $93 million versus guidance of $81 million to $83 million and earnings per share of 43 cents versus consensus of 32 cents driven by R&D and SG&A operating leverage. LinkedIn historically beats its guidance."
OK - LNKD in has higher earnings per share - but substantially less revenue than FB and is trading almost 5X higher than FB. What s up with that?
If LNKD has a good earnings report - should help FB...
sorry - I should have checked the board before posting this - I see others have already addressed this.
Perhaps this gives investors a bit of hope that the FDA may likewise not follow the AdCom's rec as to Vascepa
what exactly in the report leads you to conclude that earnings could double?
Is it really a positive report? The media is painting it as dinging FB....
Could you share with the board what the report says about numbers and projections for the quarter? Thanks!
where do you TA - ers see NFLX going next? Thanks in advance!
I hope you are right stoksearch. Given that rev was $1.81 B last quarter and EPS $.19/share, the current earnings estimates of $1.91 with EPS of $.18 - 20 certainly do not #$%$ away. I think if FB meets this, then its performance is simply on par with last quarter. If that happens, the pps plummets is my guess.
I am expecting FB to beat earnings estimates but do have some concern about guidance. Did FB issue guidance last Q? And if so - did they do so with the initial AH earnings report or wait a bit. Some companies don't issue guidance until the conference call. I am just curious about what to expect as to the extent of guidance FB will offer and the timing. Thanks!