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Entropic Communications, Inc. (ENTR) Message Board

jonas_tyrell 19 posts  |  Last Activity: 18 hours ago Member since: Mar 8, 2012
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  • Reply to

    Goldman Sachs games??

    by trg_1234 18 hours ago
    jonas_tyrell jonas_tyrell 18 hours ago Flag

    Trg, love your glib humor. "shocked" indeed. Goldman got to be "GOLDMAN" through these kinds of machinations and brinksmanship - and they're quite good at it. All I can say is buy while it's down, you can only fly a false flag for so long before people figure out it's a fake.

    Sentiment: Strong Buy

  • It looks like they've joined ranks with the pooled interests that lost their behinds shorting this stock over the past 18 months. Still, I think it's good money after bad. They're dumping their hedges and it won't be pretty for them if any sort of good news at all hits the wires. It's a calculated gamble but I don't believe it will last too long. That would be just plain foolish IMO

    Sentiment: Strong Buy

  • Exact Sciences, the Wisconsin-based molecular laboratory, has added an impressive list of names to its roster that are providing some form of coverage or support to its colon cancer assay.
    Anthem, one of the largest health insurers in the United States, has agreed to provide coverage for Exact’s Cologuard assay to those enrollees who have an indicator for closer-than-typical colon screenings due to potential health issues. Anthem said it would pay for the test for those group of enrollees every three years. According to a coverage statement issued by the company, it considers the use of Cologuard outside of that test group to be investigational in nature and not medically necessary.
    Exact also announced earlier this month that Aetna plans to cover its Cologuard test and make it available to 967,000 members without an additional co-payment. The three-year agreement between the two companies goes into effect on April 1.
    “We look forward to working with Aetna to provide their members with a new option for colon cancer screening. Colon cancer is most treatable when caught early, underscoring the importance of routine screening,” said Exact Sciences Chief Executive Officer Kevin Conroy in a statement.
    The Cologuard assay is aimed at adults over the age of 50—the group recommended to undergo regular colon screenings. The test analyzes DNA and blood biomarkers in stool to detect both cancer and potentially precancerous conditions. The assay is not considered a replacement to a colonoscopy.

    Sentiment: Strong Buy

  • Heavy Open Interest in March 25,26 and 27 call strikes dictated that the balloon be popped or at least deflated before it floated beyond their reach. Watch for an almost vertical ascent as soon as the open interest at these strikes dries up. (likely expiration).

  • Reply to

    Shorts are on fire

    by sucktionmonkey Mar 9, 2015 12:20 PM
    jonas_tyrell jonas_tyrell Mar 9, 2015 12:23 PM Flag

    Just loaded up with a 2nd traunch at 23.52 - Thank you Suckmonk!

    Sentiment: Strong Buy

  • This will DOUBLE the existing force to about 310

    Very Nice!

    Sentiment: Hold

  • Reply to

    New direction for Josh...

    by larrydp_98 Mar 5, 2015 9:07 PM
    jonas_tyrell jonas_tyrell Mar 6, 2015 1:58 AM Flag

    Actually,I dont believe any of this is off base at all larrydp. A VERY close friend of mine, who has been working in the enterprise solution services division of (one of the majors) an unhamed mobile phone carrier says that there is a pending bandwidth crisis as the plethora of new devices and ever smarter phones, watches and tablets are gobbling up all available 4G and LTE bandwidth. These carriers are desperate to get as much of their customer's traffic OFF of 4g and LTE and onto the internet hoping to free up bandwidth for the applications and devices that can only be effective utilizing them alone. He said that they are currently working on finding solutions that will take not only the texting and low bandwidth data off of cellular networks but simultaneously re-route the VOICE traffic to Wifi enabled networks and where the latest wifi build outs make bandwidth accessible, video and IPTV as well (and we are currently seeing the industry wide investment in "mobile hot spots" by the cable networks to that end). So in one sense, OTT is not the threat, it's the savior - as the re routing of voice to VOIP as opposed to cellular will become the primary method for freeing up 4G and LTE for the applications that require them the most - the ones with limited access otherwise. The current spectrum just cannot handle the ever expanding number of devices and the bandwidth they require. Oracle realized this when they purchased Acme Packet. The battle hasn't even begun though and AUDC knows this. In my opinion AUDC is very well situated to become a primary weapon for whom ever. Once the big carriers decide to take off their gloves and fight the fight, there's the possibility of a bidding war for AudioCodes - A tiny company with a huge IP footprint. My guess is that multiple potential suitors have spoken with Shabtai by now, that its quite possible one of the largest portals may in fact, be working with the company right now to lay the groundwork for a surprise offensive.

  • jonas_tyrell jonas_tyrell Feb 26, 2015 2:27 PM Flag

    citadel,
    While shorting against the box was a term applied to a method of tax avoidance in the past, and its still being employed surreptitiously, shorting against a box is used in a variety of instances with other motivatiosn as well. One is to manipulate perception and then capitalize off the break in psychology. If you are unaware of this, you've already lost the game in most cases - if you're a trader. Buy and hold types need not respond as none of this applies toward you.

  • Reply to

    Save dry powder for $19 in the next 23 days

    by nefariouswu Feb 25, 2015 9:34 AM
    jonas_tyrell jonas_tyrell Feb 26, 2015 2:20 PM Flag

    There is a company of which Im sure you're familiar, that although not in the same exact niche can be used as a metric for comparison. The company I speak of is Illumina which sports a current PE of 83. In the recent past ILMN carried PE's that ranged into the 400's. EXAS is not similar to ILMN and due to the nature of their business can expect even greater economies of scale and improving margins as their marketplace grows.

    But even if EXAS had a PE similar to ILMN's now, somewhat "matured" level of 83 as opposed to 400 in the recent past, at 40.00, with a PE of 80 EXAS would need to earn around .52c per share. If EXAS had the ridiculous PE of 400+ that ILMN sported several quarters back, it would be trading at around 200.00 per share. Now if you're saying that a nascent EXAS is no comparison to the nascent ILMN, we would simply have to agree to disagree. I happen to believe the comparison is justifiable.
    My contention is that EXAS, given the outstanding outlook for it's prospective markets, is at the very low end of a relative to peer trading range and 23.50 per share is far too low given the realities at hand. I also think further validations and mass market adoption have not yet been realized but that, is just around the corner - next quarter.

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Feb 25, 2015 1:54 PM Flag

    Although we were previously on opposite sides of the fence, I can see that somewhere along the way - you came to your senses (at the 61.8% Fibo retracement I presume).
    Needless to say, good work Smug, Good call too.
    Now, perhaps you'll think about changing your ID to something more civil? It won't seem so becoming once you've participated in the 10 fold return that is coming our way as this stock and their revolutionary game changing, disruptive technology saves it's portion of, the world. (and at a very reasonable cost to the individual I might add)

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Feb 12, 2015 1:22 PM Flag

    My thoughts on this is that they orchestrated a falsely motivated or unmotivated selloff to bring the price down prior to Leerink conference where it is highly likely that kevin re validates the original thesis and assumption of a lucrative future for EXAS shareholders. Depending upon the news, they will be bringing us right back up into the high 20's or low 30's this time around.

  • Reply to

    INHALED ANTI BIOTICS

    by mt_griffith Feb 9, 2015 3:49 PM
    jonas_tyrell jonas_tyrell Feb 9, 2015 4:01 PM Flag

    This is quite interesting mt grif,
    I've heard very little regarding the other medical needs that the company intends to address with Technosphere but it does make a lot of sense. I have no idea as to the pharmakinetics or the safety profile but would love to read more. Please provide a link to your source if you have one.

  • Reply to

    I have no way of knowing this for sure

    by factspls88 Feb 6, 2015 3:57 PM
    jonas_tyrell jonas_tyrell Feb 7, 2015 3:27 AM Flag

    You forgot to mention that many of these trades are designated to be HIDDEN when made. They are floated in "Dark Pools". When the "All or None" designation is set as well as the limit, the co conspirator is the only person who knows exactly how large the trade should be (to facilitate an "odd lot") as well as the exact price - down to the tenth of a penny. This is how they exclude others from hitting the ping pong swaps they are using to paint the tape and walk prices (in this case) down.
    But two can play this game - just wait!

    Sentiment: Strong Buy

  • Im seeing some real FEAR in the market place today.
    This is looking to be a VERY strong week for the bulls.
    Time to face the music shorts, time to COVER (I did)

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Jan 8, 2015 2:07 AM Flag

    I owe you an apology TRG_1234, and to the rest of the board for spreading misinformation. I don't have an overly large position in any one stock, so I've been for the most part a spectator on the EXAS board and did not take an avid interest in learning about the company and it's revolutionary medical technology until after the FDA/CMS approval had occurred. Still I've enjoyed an excellent return on capital thus far and I am in no way suggesting that this is a time to take profit. Actually, quite to the contrary.. Due to my late entry into the stock however, I am not one of the most informed people here and it's likely that I'm guilty of getting too much of my information from the board instead of from the company's website and/or legitimate, vetted commentary in the financial community. I'm not certain where I got the impression that the company was reaching out to GI's and failing to educate the PCP out there, but let it be known, I stand corrected and now admit that I was under a false perception and worse - spreading it.

    Thank you for setting me straight. It's actually a win win for me as this is what I would have hoped for the company in the first place. I am encouraged by this news and have raised expectations that the upcoming JPM conference along with the quarterly conference call (next week?) will bring fresh company news of further market penetration and a successful deployment of CEO Conroy's sales strategy.
    My sentiment indicator says it all. Need I say more?

    Sentiment: Strong Buy

  • -without much known resistance.
    Nobody knows, but the buyer of 5000 Jan 27 calls at .62c has made a bet costing well over a couple of hundred thousand that next Thursdays JPM conference is going to reveal some tasty tid bits that will drive this stock past 27.62 before the next 2 days are done.
    JMHO

  • jonas_tyrell jonas_tyrell Jan 6, 2015 6:25 PM Flag

    It has occurred to me, that the focus of marketing for this test should be upon the "Primary Care" Docs who work at the big HMO and PPO organizations. In practice, I believe that the GI Doc will come AFTER a positive test result as ordered by the PC docs- not prior. It's ludicrous to think that we are limited to the number of GI physicians out there when it's actually many, MANY times that number upon full immersion. I think we are being done a disservice by those who would profess otherwise. In 2014 it has been estimated that there were roughly 425,000 primary care physicians in the USA. Upon full market penetration, were only 50% of these doctors endorse cologuard as a pre requisite to colonoscopy and write a scant 10 prescriptions per year, we are looking at 212,500 x 10 or 2,125,000 per year x 492.00 equates to 1,045,000,000 or just over 1 Billion Dollars per year. With 85 million shares outstanding the implication is 12.30c per share. Employing the concept of relative valuation utilizing the market cap and metrrics enjoyed by a similar company whose primary focus is diagnostic medicine through blood, as opposed to stool, I have chosen ILMN. KC, the CEO of Exas has been on occasion compared to JF of Illumina in both temperament and business style. The similarities don't end there either. Currently ILMN sports a trailing PE near 100x earnings with a current forward PE of 60. If one were to assume 1 Billion in sales for EXAS within 3 years (as illustrated), we can safely project a price per share of - well Im too embarrassed to post it. People will call me crazy. You do the math (it is astronomical by comparison). With projected earnings within 10% of where ILMN's currently stands and over 50% FEWER shares outstanding EXAS looks to be a behemoth in the making that will easily rival ILMN. ILMN currently trades at 188.31 per share.

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Jan 4, 2015 1:15 PM Flag

    This is "brinkmanship" on the part of the insurance carriers pure and simple. IMO the EXAS management team would be wise to call their bluff and hold out for this very cost effective (twice challenged) pricing model (in this final $492 iteration) I think the Healthnets of the world were in shock when CMS figures came in supporting a lifetime cost/benefit ratio strongly supporting the targeted $500. Now that it has been disputed and more or less one (give or take 3-4%), EXAS has a clear victory here and it won't take long before the big health insurers adopt coverage - or start losing customers, and I mean BIG customers. No employer is going to embrace higher insurance premiums without questioning their insurance company's myopic balance sheet; an outright FAILURE in this regard.

    On the issue of last weeks decline during a year end holiday week and on weak volume? My opinion is that it couldn't have come at a better time and is in fact quite healthy in forming the incremental basing that will see us into the triple digits once we see the color green upon the EXAS balance sheet.

    Sentiment: Strong Buy

  • jonas_tyrell by jonas_tyrell Dec 29, 2014 3:55 PM Flag

    Where's our cheerleading fibonacci guy today??
    29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62
    Come on 29.62 !

    Sentiment: Strong Buy

ENTR
2.94+0.01(+0.34%)Mar 26 4:00 PMEDT