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Trius Therapeutics, Inc. (TSRX) Message Board

khaiteuvn 50 posts  |  Last Activity: Nov 27, 2013 5:37 PM Member since: Oct 13, 2010
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  • In Europe we call this a " deduction of capital".

    The difference between a dividend and this "cash back to shareholders" is that a "dividend" is a distribution of a part of the money coming from the net profits made by a company. And that is taxable.

    But when a company doesn't make profits....( and POZN will NOT make profits this year ), the money they pay back is directly from capital they have. So the shareholder will get back some of the money he gave the company in the past by buying its shares (IPO). And therefore no need to pay tax.
    THIS is the reason that POZN spreaded the $15million from Sanofi over 15months. To make sure that year 2013 wouldn't have any profits.

    For PLachetka and RA capital very imortant that it is not a regular dividend because now they save themselves about $1.8 million (together they have more then 4million shares)

    Sometimes a company who makes net profits, also gives "cash back to shareholders" and this also should be seen as a deduction of capital.... but it is hard to prove that 100% of that money comes from the capital and in such cases you still need to pay tax!!!! (on the part that can not be proven to come from the "companies capital"
    In that case it is a grey area and one country can see it more this way and another country can see it another way.

    Anyway, seems we should not worry about tax and we all should thank the CFO of POZN. Next year will be different because POZN sure will have a net profit. In fact, over the last three years, POZN always had good net profits. Only this year not. Now you know the reason why we do not have net profits in year 2013

  • Reply to

    Why would you count 3days before the "ex" date?

    by mailbotte Nov 25, 2013 10:48 PM
    khaiteuvn khaiteuvn Nov 27, 2013 5:24 AM Flag

    Finra my a ss.... Dividend is Dividend....Children and moro ns always have to has the last word. no problem.

  • My advise : Buy POZN and make big real money within 18 months

    RichWise is famous to help Big Stakeholders to get the all business at the cheap. Do not forget, this IPO was at $6 and now the PPS is at 2.26
    RichWise is specialised in creating values FOR THE ONE THAT ARE ALREADY RICH. And you, who bought at $6... waiting for better times.... your waiting has ended because all the value is sucked out of this company into the pockets of those crooks Read this:

    Exceed Company Ltd. Announces Receipt of Non-binding Going Private Proposal
    FUJIAN, China, Aug. 19, 2013 /PRNewswire-FirstCall/ — Exceed Company Ltd. (NASDAQ: EDS) (“Exceed” or “the Company”), one of the leading domestic sportswear brands in China, today reported that its board of directors (the “Board of Directors”) has received a preliminary, non-binding proposal from its chairman and chief executive officer, Mr. Shuipan Lin (“Mr. Lin”) and his affiliates (including Tiancheng Int’l Investment Group Limited), HK Haima Group Limited, Wisetech Holdings Limited, Windtech Holdings Limited and RichWise International Investment Group Limited (collectively, the “Consortium Members”). The Consortium Members propose to acquire all of the outstanding ordinary shares of the Company not currently owned by them at a proposed price of $1.72 per ordinary share in cash as part of a going private transaction, subject to certain conditions. The proposal represents a premium of 15% to the closing price of the ordinary shares of the Company on August 16, 2013, a premium of 38% to the average closing price of the ordinary shares of the Company during the last 30 trading days, and a premium of 42% to the average closing price of the ordinary shares of the Company during the last 60 trading days. As of August 17, 2013, the Consortium Members in the aggregate owned approximately 66.5% of the total outstanding ordinary shares of the Company. A copy of the text of the proposal letter to the Board of Directors is attached as Exhibit

  • Reply to

    Why would you count 3days before the "ex" date?

    by mailbotte Nov 25, 2013 10:48 PM
    khaiteuvn khaiteuvn Nov 26, 2013 9:02 PM Flag

    sure you are not a teacher. Just some other fool who tries to convionce others how smart he is to bring up items that has nothing to do with this like that stupid 25% rule...
    Secondly, you talk a lot and make simple things MORE complicated.
    Thing is, this goes exact the same as a normal dividend. Only you will not have to pay tax as a USA citizen. So the 9th the stock will react. People who bought before the 9th will get the money. ( it doesn't matter anybody what day you have to call the "ex" date, ok?)People who buy shares the 9th, they will buy cheaper and of course get no money later on. And around the 30th you will get the money in your account.
    Then you gave examples who are 2 years old. I give you one just 2 weeks ago :
    Oct. 25, 2013 /PRNewswire/ -- Viad Corp (VVI) today announced that its Board of Directors declared a special cash dividend of $2.50 per share, or approximately $50.8 million in the aggregate. Shareholders of record at the close of business on November 7, 2013 will receive the special cash dividend payable on November 14, 2013. The company expects to continue payment of Viad's regular dividends, which remain subject to quarterly Board approval.

    Exactly the 5th of november this stock opened $2.5 lower

    So people who bought VVI on the 4th they will get the money. The ones that bought on the 5th doen't get the money.

    So indeed it takes 3 business days to get a shareholder of record.

    And around the 14th, they got their money in their accounts

  • Reply to

    Why would you count 3days before the "ex" date?

    by mailbotte Nov 25, 2013 10:48 PM
    khaiteuvn khaiteuvn Nov 26, 2013 11:40 AM Flag

    sure you are not a teacher. Secondly, you talk a lot and make simple things MORE complicated.
    Thing is, this goes exact the same as a normal dividend. Only you will not have to pay tax as a USA citizen. So the 9th the stock will react. People who bought before the 9th will get the money. ( it doesn't matter anybody what day you have to call the "ex" date, ok?)People who buy shares the 9th, they will buy cheaper and of course get no money later on. And around the 30th you will get the money in your account.
    Then you gave examples who are 2 years old. I give you one just 2 weeks ago :
    Oct. 25, 2013 /PRNewswire/ -- Viad Corp (VVI) today announced that its Board of Directors declared a special cash dividend of $2.50 per share, or approximately $50.8 million in the aggregate. Shareholders of record at the close of business on November 7, 2013 will receive the special cash dividend payable on November 14, 2013. The company expects to continue payment of Viad's regular dividends, which remain subject to quarterly Board approval.

    Exactly the 5th of november this stock opened $2.5 lower

    So people who bought VVI on the 4th they will get the money. The ones that bought on the 5th doen't get the money.

    So indeed it takes 3 business days to get a shareholder of record.

    And around the 14th, they got their money in their accounts.

  • When I go over all the POZN figures/deals and percentages
    I see that POZN is spreading the Sanofi upfront payment over 2014 which means that POZN will have GARANTEED $12 million + another $12 million from Vimovo sales ( AZ and Horizon) that makes $24million. That alone is already $0.8/share

    If the FDA approves PA, this thing will explode because when you see today's PPS it is not even counting on an approval. It doesn't even reflect the huge dividend of $1.75 !!!

    Such a huge potential and only a market cap of $230 million.....

    People are definitly not aware of the value of Vimovo and PA. Vimovo will become a $500 million drug within 2 years and PA will definitly also become a $500 million drug within 2 years after approval.

    So POZN will have a net income around $4/share for many years to come..... olalalala

  • So money wise, 2.4 patients in the USA means $5.8 net cash income per share PER YEAR.
    Later on, when PA is approved in Europe and the rest of the world, this amount of patients should be rise tremendously, still assuming that POZN can only sell PA to 10% of the market. This could add around 15 million patients who are taking daily PA worldwide. So now we assume that 10% of daily aspirin users who made a decision to take PA instead of normal aspirin. Which would mean 17.5million people. This would mean a net yearly income per share of $43. With a P/E of 35 this would take POZN's PPS to around $1490/share and a dividend at around $22/share / year
    And we are not finished yet. The best news of all is the price setting. Because at $1/pill, PA is almost as cheap as a generic made PA. So once the patents are expired (2023), most patients will NOT buy a generic pill. Would you???? So this income is secured for at least the next 50 years......
    Guess what.... what fi POZN can sell PA to 33% of the entir population for daily aspirin? or 50%?
    Yes, I know... maybe Sanofi and POZN are morons and are not able to sell PA to more then 500.000 patients worldwide.... but I also know that there is a serious possibility to create a $10 billion market and POZN with only 30 million shares will get 20% of that every year over year over year. In that case we will see a PPS of $2333/share Merry Christmas

  • So with taking PA, most people can keep using daily aspirin without the risk to get those ulcers.
    Some numbers.
    Today, in the USA alone are around 80 million people older then 50 and about 24million are already TAKING daily aspirin.
    Worldwide there are 900 million people older then 50 and about 200 million are on daily Aspirin.
    But quite some patients has to stop because of ulcers developments and they have to take other, more expensive drugs that even aren't as good as Aspirin.
    And today we have POZN who will have PA, probably approved by the FDA on Januari the 24th.
    To make sure this drug can be distributed in a quick and ordered way, POZN signed a contract with SAnofi and Sanofi will distribute PA through its already existing locations in the USA. Sanofi will pay all the bills and POZN will receive from 12.5% to 22.5% and mile stone payements. Later on POZN will also sign contracts with other big pharma companies for the distribution in the rest of the world. Because POZN wants to be sure that patients will take PA instead of the common Aspirin, POZN has priced this drug at the same costs then Aspirin with a PPI, at $1/day.
    This also means that for every patient on PA, Sanofi will receive $365/year.
    So now you can do some simple math yourself. I give you some info to do that job easily. POZN has only 30 million shares, $90m cash, no debts and will receive around 20% average from Sanofi. (because the 12.5% is only for the first millions of $$$ that are coming in. The more yearly sales, the higher the percentage and do not forget the milestone payements.
    Let us assume that POZN can get 10% of the USA users on PA.... that would mean that 2.4 people are paying $365/year to Sanofi and POZN gets around 20% at no cost.
    POZN doesn't need to pay taxes the first years because of previous losses.
    POZN is intending to pay a dividend once the money comes in which will mean that the P/E will be around 35 to 50, which is a common P/E for a fast growing, dividend paying company

  • yes, this should be non sense. Not 1 stock can go from $6 to $1000, right? But late 1990's, Amazon went from $1 to $100, AAPL from $6 to $800, PCLN from $6 to $1100.... so as you can see, some times it happens. And all those stocks have 1 thing in common, When they were at its lows... no one thought they could grow that much. And to be honest, probably neither did their CEO's.
    But to have a PPS rising from $6 to $1000, the business and the products of a company must have at least the possibilities to grow that much. Or do you think that at the beginning, Bill Gates knew, when his shares were at $0.06... they would rise to $60?
    Anyway, if we look at POZN we know for sure that a growth like that can not come from Treximet, because they sold that drug for around $100million. We also know for sure that such a growth will not come from Vimovo sales because their are simply not enough patients to sell that drug to.
    But... PA is another story. PA is simple said, a "better then Aspirin" drug. No big deal. There are manyu products that are better then other products. But... Aspirin seems to be the only simple and cheap drug that , once you get older then 50, and you take it on a daily base, your chances to get heart troubles and some cancers reduced by around 30% and MORE!
    Non sense? Read this
    "take a low-dose aspirin (75 mg) each day. This reduces the risk of having a heart attack by about a third and the risk of having a stroke by about a quarter. A daily low dose of aspirin also reduces the risk of developing a number of common cancers. Some doctors recommend that all people aged 45-50 should consider taking a daily low dose of aspirin until the age of about 75. But, discuss the pros and cons and your own circumstances with your GP before taking regular aspirin, as in some people aspirin causes serious bleeding from the gut, which is sometimes fatal."

    And now the good news, PA is an aspirin that reduce the chance to get ulcers drasticly.

  • Reply to

    3rd Qtr Vimovo sales up 65%!!!

    by lamusnamus Nov 4, 2013 8:13 AM
    khaiteuvn khaiteuvn Nov 4, 2013 9:40 PM Flag

    Sure, Vimovo will be a good income for POZN for a long time..... but.... $10million/year will not drive this stock to $100/Share, right?
    It really has to come from PA; not from the approval but from the sales. If Sanofi can inform and convinced doctors and patients on daily Aspirin about PA, most of them will switch from Aspirin to PA.
    It is a simple thing to do but I saw many companies in the past who were not able to do a simple thing.... so we still have to "wait and see"
    But once PA is approved, the PPS will fly because most analists who never followed POZN, they will look into this thing and they can only make 1conclusion..... PA IS better then Aspirin, has the same costs and today there are about 25million USA citizens on daily Aspirin. All those analists will expect that Sanofi is at least able to catch 10% of that market and at $1/day/patient, it would already brings POZN's yearly net income to $180million. THat would mean with e P/E of 25 a PPS of $150.
    If those same analists also want to reflect the facts that
    1- worldwide there are 900 million people older then 50 years = HUGE PATENTIAL
    2- If the price for PA stay as low as it would cost to make the generic vversion, POZN will receive this income for a LONG time, even after patents are expired
    3- If POZN would pay a tearly dividend of 50% of this net income

    The P/E for POZN will be around 50 or higher

    good luck

  • khaiteuvn khaiteuvn Nov 4, 2013 9:37 AM Flag

    Wow man, how did you know that? You just psted your message and 30 minutes later the news was out they indeed did not find a victim to buy ..... I am sure I will buy POZN at your advise..... I am still impressed

  • Reply to

    Psdv or Alim

    by bionesteggs Sep 12, 2013 9:42 PM
    khaiteuvn khaiteuvn Nov 3, 2013 8:40 AM Flag

    Buy POZN now and reward me later for the tip/

  • khaiteuvn khaiteuvn Oct 19, 2013 8:40 AM Flag

    I know what you are thinking;.... I am crazy.... but..... JAZZ, and a few other bio techs..... that went from a few dollars to $100 and more, also PCLN, APPLE, NTFLX etc..... who went from a few dollars to $500 to $1000... when they still were at low levels and 1 or 2 investors told the crowd that the thing could go to $500 olr $1000; nobody believed them.... but they did were right... right? I risk my neck, sure... but at least I based my thinking on reality.The math is simple..... PA is like a better fual for your car at the same price then your old fuel. If Sanofi can not sell that......then POZN will not succeed. If Sanofi is able to tell the story on every doctor in the USA who is involved in patients.using aspirins on a daily base.....docotrs are smart, most of them have an higher IQ then most other people......so they have no other choice then promoting PA against normal aspirin..... it will take some years.... but there is a 50% chance that more then 50% of the patients who are now on daily aspirin will using PA and you do the math yourself in case PA can get 50% of the market, which is still 50% too low, right?

  • khaiteuvn khaiteuvn Oct 19, 2013 8:32 AM Flag

    PLease do not tell me that you putted money in this stock WITHOUT any DD. No wonder AMRN investors thought that 1can earn money with selling drugs based on fish oil.
    $360/year is very little money, did you know that? Patients how takes VVUS drug or DNDN drugs pay a HUGE lot more.... but.....those $30/month is just the trick can will make PA a success.
    PLachetka INSISTED that PA will not cost more then $1 a day....because a higher price would mean that later the generic version would be used by POZN's patients. Now the generic version will be at the same price then the PA pill, a pill that is approved by the FDA. So not 1 doctor will advise his patient to get the generic version and that is why the income on PA will be an income that POZN will get "for ever". Many analists do not realise what this means !!!!
    Where did I find that? Just go to pOZN's website and watch the presentations.... there you also can see the amount of USA patients that are right now on taking Aspirin on a daily base and remember the deal with Sanofi is only for the USA market !!!!!
    You can compere PA with a new kind of fuel for your car. The cost is the same as your old fuel, but with the new fuel, you are sure that your engine NOT get dirty and with the old fuel you are not certain about that. What will you do?

  • Seems a lot of trading is done without using the electronic trading system... or whatever.... I use Keytrade... traded .volumes appearing without I saw them first on the ask/bid.....
    My guess is that market makers still are buying for RA Capital

  • I will do the math again.... simple math.....
    1- Already 2 drugs approved based on same technics. So the chance of an approval for PA is as big as it can gets.... Also... like AFFY, their drug over time did cause unexpected troubles and they went broke.....POZN's has 2 drugs in the market based on the same technics for years and they are proven to be safe.
    2- POZN has no costs anymore, only 30 worker, $85m in cash, no debts and only 30m shares out and never diluted the stock.
    3- PA is a better aspirine.
    50% of Aspirines are taken by people for the rest of their life to reduce troubles with the heart. But long term use can and will cause ulcers. PA will avoid this.
    4- POZN will sell PA for the same price then Aspirine combined with a ulcer reducer which will cost the patient $30/month. In most cases the insurance of the patient will pay back this $30
    5- For USA sales, POZN wil get around 20% if sales are high. And they should be high because there are about 24 million people who are taking Aspirin long term....Every patient will pay $360/year. So in case PA can get only 25% of the market......we are talking about revenues of around $2 BILLION/year. 20% = $400m/year for POZN
    6- Because the pricing of PA will be at the same level then the generic version, it doesn't matters if the patents on PA will expire over time. POZN will keep selling PA because their will simply not a cheaper version available EVER !!!! So this $400m/year is a NET income for EVER!!!!
    In this case the P/E can get around 30 or 40 for POZN's shares and I am sure POZN will pay a dividend because the CEO has quite a few shares himself.....
    7- The sales in the rest of the world are supposed to double that income over time....
    So be not surprised that in 2016 ..... 3 years from now...... the PPS is around $1000/share (of course POZN will do splits to keep the PPS under $100..... but today you can buy this stock for $6........ POZN can become the NETFLIX or the TESLA or the APPLE of the bio techs.

  • Reply to

    RA Capital is still BUYING !!!! now they have

    by khaiteuvn Oct 18, 2013 8:51 AM
    khaiteuvn khaiteuvn Oct 18, 2013 8:54 AM Flag

    And by the way... a buy out will be before the end of this year.... at around $15 to $20. That is why there are 20.000 jan 2014 calls......

  • RA Capital is still BUYING !!!! now they have already 20m shares...... those guys are knowing something we do not know...... I bet ACHN is worth about $20 after the FDA lift the hold.... and if any drug get approved.... ACHN is bought out before that happens !!!! Big pharma's are usual buying out companies like ACHN !!!! GLTA

  • khaiteuvn by khaiteuvn Oct 18, 2013 8:45 AM Flag

    Bad news guys....The price of the fish oil is down.....come on guys.... a drug based on fish oil... is the same like a drug based on air..... you got it almost for free everywhere on this planet.... how can 1 believe such pill could ever become profitable???? This stock is still overvalued at $300m market cap. They have NO MONEy because they have to repay their debt and ... managers sold for 10's of million of $$$$ ....do you really think there is 1 manager at AMRN who think that drug will become profitable? They are all there to get their salaries and their bonuses.... get real... you would do the same if you ever get the opportunity.... today AMRN is same worth then SVNT, no more, no less

  • Reply to

    Question please re FDA hold

    by df2830 Oct 16, 2013 1:15 PM
    khaiteuvn khaiteuvn Oct 17, 2013 8:43 AM Flag

    JAck did not disagree on you about "and requested additional information". But that line was not there, right? Indeed... for what reason. Of course, they had a lot to tell, so it could be ignored by the one that typed the letter(s). But whatever it is;... ACHN is not out of play..... that's for sure... and compered with AMRN and ARIAD..... if you look at their market caps..... then ACHN PPS should be at $7 right NOW! ANd I also read something about other HCV trials for Oral Pills who are disapproved or stopped.... so that would leave ACHN as one of the few leaders in developing an oral pill for HCV.... anyway... for us .. only the PPS is important.....

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