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mesondk 19 posts  |  Last Activity: Jun 25, 2014 10:47 AM Member since: Jun 6, 1999
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  • From NMRC news, Vol VI, Issue 6, June 2014

    NMRC’s Viral and Rickettsial Diseases Department is divided into two divisions. The primary focus of the Viral Diseases Division is on the development of a vaccine to prevent dengue fever

  • Before my ignore kicks in and all the annoying messages go away.

  • and Vical can do reasonable pivotal trial size without necessarily partnering - could do it themselves, have a lot of IP.

  • Reply to

    Marissa Mayer Prepares to Dump Bing in 2015

    by thetoadtimes Feb 1, 2014 4:31 PM
    mesondk mesondk Feb 2, 2014 8:43 AM Flag

    Does potential end of MSFT search deal also create timeline for MSFT takeover of Yahoo around time of Alibaba IPO, say April to June 2014?

  • Reply to

    Why Apple Should Buy Yahoo!

    by thetoadtimes Jan 29, 2014 10:48 PM
    mesondk mesondk Jan 29, 2014 11:19 PM Flag

    No matter how high the "premium" would not sell Yahoo to Facebook for $58 a share FB overvalued stock.
    This is the way takeovers used to work in the Go-Go 60s and 70s - you have a high multiple but low earnings, so you use your stock to take over somebody who actually has earnings but a lower multiple

    No to Facebook No Nay Never

  • Reply to

    Yahoo = TWTR market cap

    by potencjal Jan 29, 2014 12:49 PM
    mesondk mesondk Jan 29, 2014 12:59 PM Flag

    Yep both about $40 billion, but TWTR PE is horizontal 8 (infinity) while YHOO is about 20 (just based on earnings, not monetizing Alibaba) , FB is 48-50, AAPL is 12-14. Market is nuts on fundamental valuation. But analysts make money by creating volatility and shorting opportunities.

  • Reply to

    Wall street likes junk Like FB and TWTR

    by predator117a2000 Jan 28, 2014 4:21 PM
    mesondk mesondk Jan 28, 2014 4:29 PM Flag

    Forward PE's TWTR N/A (must be measured in parsecs to profitability) AAPL 10-12 Goog 21 FB 48
    Yhoo 20-22.

  • mesondk by mesondk Jan 28, 2014 4:15 PM Flag

    Stock should hit $45 on this news

    Yahoo shares gained Tuesday after the Internet company posted earnings that exceeded Wall Street expectations, while sales were in line.

    Yahoo posted earnings of 46 cents a share, excluding one-time items, topping estimates for 38 cents a share. The company posted revenue of $1.20 billion, meeting forecasts.

  • Somebody buying in
    2000 share lots

  • mesondk mesondk Jan 16, 2014 3:23 PM Flag

    Alibaba IPO will be accelerated because they need cash to build infrasturcuture and fend off competition - Tencent and others want to expand into China ecommerce, and Alibaba wants to continue to dominate with distribution centers
    like Amazon.

  • “We don’t know where we are going to be tomorrow. We can be required to go anywhere in the world, [which] is why we have to have a vaccine protecting troops,” Lt. Cmdr. Tad Kochel, head of the Naval Medical Research Center (NMRC) Viral and Rickettsial Diseases program in Silver Spring, MD,, told U.S. Medicine. He also is an expert on dengue and is the lead on the study.

    Pursuit of a dengue vaccine is a joint Army-Navy program.

    As many as 100 million people are infected yearly by dengue, frustrating public-health officials from around the world.

    This vaccine candidate, the culmination of 19 years of work, is the first tetravalent dengue DNA vaccine to undergo human testing. Partnering with Vical, a San Diego-based biopharmaceutical research enterprise. NMRC researchers developed the tetravalent DNA vaccine formulated with Vical’s Vaxfectin adjuvant. The Phase 1 human clinical trial that began this year is evaluating the vaccine formulated with and without Vaxfectin.

    “We partnered with Vical to use their adjuvant to enhance the immune response,” Capt. Kevin Porter, director of infectious diseases research at the Naval Medical Research Center, told U.S. Medicine.

  • mesondk mesondk Dec 17, 2013 1:37 PM Flag

    See also Fn 10 in the Sep 13 2011 Walrath Opinion Docket No. 8612 Denying Confirmation of Plan and Granting Equity Committee Standing to Pursue Claims

    10. The individual Plan Objectors include Philipp Schnabel, William Duke, James Berg, Kermit Kubitz, Charles McCurry, and Bettina M. Haper.

  • mesondk by mesondk Dec 13, 2013 1:48 PM Flag

    Two recent insurance co sales-lots of opportunity out there if you have the moolah and the tax shelter.

    Towers Watson, a global professional services company (NYSE, NASDAQ: TW), announced today the completion of its sale of the company’s reinsurance brokerage business to Jardine Lloyd Thompson Group plc (JLT) for cash consideration of $250 million.
    Sac Re (reinsurance sub of SAC) being sold for $500-$1 billion.

    Someone asked why 4 years-well that was the timing of the tranches in the announcement about KKR but it really depends upon the opportunities. And of course the price of the shares could easily be more long term if good investment decisions are made. Do your own diligence. Don't think Sussman and Walrath produced such a bad result. The reorg company could have been entirely owned by hedge funds under first sweetheart deal between JPM and FDIC but for protesters like Nate.

  • to preserve the NOLs, despite equity offerings of up to $1 billion so if KKR bought it all, and $1 billion is 42%, Mkt cap after offerings is $2.2 billion for say 500 million shares then around $4 bucks.- do your own diligence

  • mesondk mesondk Nov 22, 2013 1:28 PM Flag

    This may be pursuant to an order to pay de minimis claims for LTI interests
    See following docket in bankruptcy case.

    Case 08-12229-MFW Doc 11448

  • Allowed CCB-2 Guarantees Claims, and General Unsecured Claims) were paid in full. Future distributions by WMILT will begin to be made to holders of Liquidating Trust Interests in
    RLF1 9602901V.1 2
    Case 08-12229-MFW Doc 11448 Filed 11/15/13 Page 3 of 6
    Tranche 4. Once holders in Tranche 4 receive their respective distributions, all unsecured creditors will have been paid in full.

  • mesondk mesondk Nov 8, 2013 10:22 PM Flag

    Full statement refers to exploring financing alternatives including reducing debt or common or pfd stock issue.
    (including rights offerings to existing shareholders)
    Later. it discusses differences between equity value of $76 million and value if NOL's can be used.

    As previously disclosed in our prior SEC filings, WMIHC retained Blackstone Advisory Partners L.P. ("Blackstone") to assist WMIHC in developing our acquisition strategy and to provide financial advisory services in connection with potential transactions. Under the terms of the agreement, Blackstone is working with us to consider potential mergers, acquisitions or business combinations, and is assisting with developing an acquisition strategy, identifying and evaluating strategic opportunities, collecting and analyzing information regarding potential target companies, determining the valuation of potential target companies and advising on capital-raising, if needed, to fund this external growth strategy. In addition, WMIHC's board of directors has established a Corporate Strategy and Development Committee (the "CS&D Committee") in furtherance of the foregoing objectives. The CS&D Committee has met regularly with Blackstone to discuss and evaluate potential transactions of varying size and across varying industries. During the quarter ended September 30, 2013, the CS&D Committee met six times. The foregoing notwithstanding, we have not, to date, identified and executed definitive documentation relating to any transaction.

    In connection with, and in addition to, the foregoing, we may explore various financing alternatives to fund our external growth strategy, including improving our capital structure, which may include increasing, reducing and/or refinancing debt; pursuing capital raising activities, such as the issuance of new preferred or common equity and/or a rights offering to our existing shareholders, launching an exchange offer, and pursuing other transactions involving our outstanding securities

  • Immediate $1.9 bill extr gain, $8 billion of unrecognized gain, $2 billion tax refunds, $1.4 bill time value of money for holding $4 bill for years WAMU deposit, adds up to $13.4 bill. So let them pay the full Justice Dept claim and then "sue" to get their money back, because if there is any ambiguity in the "P&A" agreement, they contributed to it, so it can be construed against them. Should be good for about a score of years in COFC, where time passes slowly. Why should JPM, which agreed to a settlement preserving claims between govt and JPM, get away free when all the equity shareholders had to give releases to get crumbs. JPM has been reporting gains ever since from releases of improved loans.

  • mesondk by mesondk Oct 24, 2013 2:16 PM Flag

    Just to indicate how long some employee claims may take to resolve (Mostly affect WM Lit Trust, not WMIH) here is schedule Serve discovery Nov 1, 2013, Document production Feb 28,2014, addl witnesses Mar. 15 2014, Depos, affidavits, April 2014, Depos completed June 30, 2014, Expert reports Jul 2014, HEARING Sep 8, 2014, assume it runs to end of Sep, Post hearing memoranda Oct 15.

    Note, dates are approximate because not counted 1 by1 (+156 from date X) -to some extent may be shortcut by motion to estimate certain employee claims. Someone else asked about payoffs to PFD vs. LTI's. Last round of negotiations of POR gave PFD both liquidating interests and WMIH equity at higher ratio than common to WMIH. Presume WMIH is actually working on reorganizing, M&A activity for sometime early next year.

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