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Amicus Therapeutics, Inc. Message Board

jrdelane 613 posts  |  Last Activity: 3 hours ago Member since: Dec 5, 2011
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  • Reply to

    jrdelane, harvard, thoughts?

    by leftyspade Aug 6, 2015 5:17 PM
    jrdelane jrdelane Aug 7, 2015 9:10 AM Flag

    You stated it correctly, dilution is not eminent, not my thought at all, merely reading between the lines of Vater's comments to the questions posed by Yi Chen, when he answered as to "sufficient cash to complete the INTUS trial" he said they would take another look in (early?) 2016 provided there is "nothing external".

  • Reply to

    jrdelane, harvard, thoughts?

    by leftyspade Aug 6, 2015 5:17 PM
    jrdelane jrdelane Aug 7, 2015 1:36 AM Flag

    The PCT revenues they played up, growth of 31% over 2Q '14, check out the 10Q to see what the cost of those revenues were, and you will see this company is a long long ways from generating any money through PCT. Also note their OXFORD long term debt they just rescheduled out to April 2016 before they have to begin paying back principal and interest. That was in the 10-K for December 31, 2014. This will pay back over the next three years, $19.2M. It's a long wait and there will be additional dilution with their new $150MM shelf offering.

  • Reply to

    jrdelane, harvard, thoughts?

    by leftyspade Aug 6, 2015 5:17 PM
    jrdelane jrdelane Aug 6, 2015 8:30 PM Flag

    I am listening to the CC again now, looking for nuggets. They are cutting out burn by not pursuing further development after Preserve. Their growth of PCT revenues at the 31% growth rate they announced Q over Q, then the revenue for 2016 could approach $31.5M. Their burn rate historically has been between 18-47M but for 2015 is closer to 32M, so even with the CIRM and other grants ($20M) they are going in the right direction. I will need to spend more time with this to give a better overview. For now I am holding.

  • Reply to

    drop

    by cdavis766 Aug 6, 2015 3:21 PM
    jrdelane jrdelane Aug 6, 2015 3:29 PM Flag

    Sometimes in OTC there is a bad print, but I did see a trade at 1.16, not sure how many shares?

  • Reply to

    Remember Tim

    by junglejim888 Aug 6, 2015 3:07 PM
    jrdelane jrdelane Aug 6, 2015 3:13 PM Flag

    $55 to go, this break reminds me of the July swoon over the exclusions by the PBM's. With both biotech and momentum stocks being hit today, there was a very soft spot in our armour, exasperated by the mutual lawsuits over the DEPO merger. All this will clear in time, and we'll be back to business. Tomorrow's call may bring a reset to the stock, in which case today's breakdown is an excellent buying opportunity for those holders who aren't over-extended or fully invested.

    Sentiment: Strong Buy

  • Reply to

    What happens on a day like today

    by exstreeter Aug 6, 2015 1:15 PM
    jrdelane jrdelane Aug 6, 2015 2:55 PM Flag

    Good day, my position was nearing $1.00 oversold but today brings me within .25 of breaking even, so was worth it holding through the uncertainty and downdraft. Now a lot of longs here can get back some of their money, I agree new eyes will swing to this trade, hopefully we'll see a better broad market tomorrow and follow through here to the upside.

    Sentiment: Strong Buy

  • Reply to

    EARNINGS

    by stockpriker Aug 6, 2015 1:34 PM
    jrdelane jrdelane Aug 6, 2015 2:31 PM Flag

    July 30, 2015

    New York, July 30, 2015 — Caladrius Biosciences, Inc. (“Caladrius”) (NASDAQ:CLBS), a cell therapy leader with a Phase 3 clinical program in immuno-oncology and a portfolio of projects in immune modulation and regenerative medicine, announced today that it will report its financial results for the second quarter ended June 30, 2015 on Thursday, August 6, 2015. Dr. David J. Mazzo, Chief Executive Officer, and Robert S. Vaters, President and Chief Financial Officer, will discuss results and provide a company update via a webcast and conference call on Thursday, August 6, 2015 at 4:30 pm ET.

    To access the webcast, visit the Investor Relations section of the company’s website at http://www.caladrius.com/investors/overview/. Alternatively, callers may participate in the conference cell by dialing 877-562-4460 or, for international callers, 513-438-4106, and providing conference ID 95197846. Please note that the earlier conference ID provided was incorrect.

    An archive of the webcast will be available approximately two hours after the completion of the call. To access the archived webcast, visit http://www.caladrius.com/investors/news-events/events/.

  • jrdelane jrdelane Aug 6, 2015 2:29 PM Flag

    Good call, I didn't want this to happen but the Market speaks volumes. Did you cover your short, or are you long and just out of funds to buy more?

  • Reply to

    SUNE

    by jiminymoon Aug 6, 2015 2:07 PM
    jrdelane jrdelane Aug 6, 2015 2:20 PM Flag

    Wow, and I thought IDRA and TROV were rough seas! TROV hit it's 250 day moving average today and I'll bet that's all. IDRA who knows, it looks low but we'll have to wait and see, don't have any feel for SUNE, hope he doesn't have size in that one. Good luck holding all these MGM, hope you're not on margin.

  • Reply to

    "Buy when there's blood in the streets"

    by jacknjill777 Aug 6, 2015 1:00 PM
    jrdelane jrdelane Aug 6, 2015 2:11 PM Flag

    Yes, very tough--emotionally it's opposite, but I did manage to add 3,000 shares today, in three lots, the lowest being 3.02, 3.08, and ugh...3.27. for a 3.12 average. Now holding a total of 98K in four accounts, at $3.31/sh. I remain cautiously optimistic on price targets for this year. Somewhere between 5.50 and $7.50.

  • jrdelane jrdelane Aug 6, 2015 12:40 PM Flag

    It already is ugly, yet more to come I suspect...

  • Reply to

    Funds are trading amongst themselves

    by jacknjill777 Aug 6, 2015 11:11 AM
    jrdelane jrdelane Aug 6, 2015 11:35 AM Flag

    Jackie, I don't see that funds are desperate, really? This accumulation has been going on for quite some time and they are averaging in, do you really believe funds are desperate? Let's not overstate it, too many here have done that already.

  • jrdelane jrdelane Aug 6, 2015 11:31 AM Flag

    It's nervous time adding after such a steep rise, but you'll be smart looking back a couple months from now. I did add myself this morning, good luck.

  • Reply to

    Crunch time!

    by leftyspade Aug 6, 2015 5:05 AM
    jrdelane jrdelane Aug 6, 2015 11:16 AM Flag

    Lefty, don't beat yourself up, you have plenty of other folks here who have lost most of their invested equity dollars and many continue to hold but just don't post. We haven't lost, we are being shaken. There are plenty of reasons why investors flocked to this company in the last 6 months and are now staring at major deep red like us. I have to believe that all the good we saw wasn't a mirage, but actually the seeds of success that will eventually bear fruit and cause this Company to win in the long run. What do you think CIRM is feeling now that their recipient company has been flogged by the market since this was announced? They put up $17.7M! It was a major endorsement, they study this stuff every day, so my money was first endorsed by their money.

    Sentiment: Hold

  • Reply to

    Key Highlights: Q2 Update

    by tursta Aug 6, 2015 7:52 AM
    jrdelane jrdelane Aug 6, 2015 10:54 AM Flag

    Price targets for EOY have ranged from $5's to $15. Mid range and most repeated seem to be $7 up to $10. That's a far fling from where we are now and how the stock has(n't) performed. I agree with your pulling back on the expectations, the majority of large hands here have been overly optimistic by raising expectations to unrealistic levels. I don't think we'll be over $5.50, hope the others are right and I am wrong.

  • Reply to

    Blast from the (recent) past

    by geringerart Aug 5, 2015 2:07 AM
    jrdelane jrdelane Aug 6, 2015 10:19 AM Flag

    Your noodling on HZNP runs deep and long like the Colorado River. Your insights have been extremely valuable to the YMB, glad you decided to stay involved. This be but a blip on our journey!

  • Reply to

    Earnings....

    by xx369 Aug 5, 2015 10:27 PM
    jrdelane jrdelane Aug 6, 2015 9:03 AM Flag

    7:24 am Synta Pharma reports Q2 EPS of ($0.15) vs ($0.19) estimate with no revs; Phase 3 GALAXY-2 trial on track for interim analysis by year end 2015 (SNTA) : As of June 30, 2015, the Company had $98.3 million in cash, cash equivalents and marketable securities, compared to $97.7 million in cash, cash equivalents and marketable securities as of December 31, 2014.

  • Reply to

    anyone that was waiting

    by oilup12345 Aug 5, 2015 10:04 PM
    jrdelane jrdelane Aug 5, 2015 11:55 PM Flag

    Since I had rushed in ahead of the ER to add more shares, it was a 'bigger' rough day for me, but in the background I had AVXL ramping up my portfolio, so the rapid pain is soon forgotten. Hopefully people will take time to pour over the details presented in today's call and realize just how substantial and forward looking this management team is, they will take this short term blip and gather themselves for the many good years that lie just ahead.

  • Reply to

    Mazzo and Vaters: It's time to deliver

    by jca408harvard Aug 3, 2015 2:59 AM
    jrdelane jrdelane Aug 5, 2015 6:48 PM Flag

    stockpriker, do you feel better now? Why be such a prik? He's for sure the best poster on this site. Take a phrase as a show of confidence, not literally. Go fishing and cool off, quit puffing yourself up and trying to put others down.

  • Reply to

    This is why IDRA is a strong Buy part 4

    by amano_7 Aug 5, 2015 8:32 AM
    jrdelane jrdelane Aug 5, 2015 6:36 PM Flag

    It wasn't clear to me until these discussions taught me that we are at war with the institutions to keep our shares. I've always thought it was the shorts but didn't extend the identity to the institutions that we all want alongside us in guiding our investments. Of course, they just want us pushed aside like ants, away from their main course. It would be very interesting to see how the Baker Brothers actually conduct their day to day strategy in keeping retail investors at bay. Ranger, thanks for your part (prospern23 mainly) in getting me interested in AVXL. What a monster, nearly 300% already...congrats to you for going as large as you did!

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