I will have to check with the ENT's at my hospital and see if they are using it, or have been breifed. I know we currently have a few docs that are using Lymphoseek, im not sure to what extent though.
hahha, Great post, thanks palantir! I serve on tumor boards too....
Yeah, the numbers werent that good, but they arent 8% down kind of bad, especially after the sell-off we have had down from the 4's. Unfortunately there isnt alot of support until around 3... so we could go back and test that.
We will see what it brings us. The businesses are still decent, they arent using too much cash, and are sticking around + EPS, unfortunately they cant gain traction, and make alot of $$$
It does seem like a longshot - but if they gained over 120 institutions over the last Q, there is nothing to say they wont continue on that path - ALSO head and neck can start coming to fruition. They are almost half way though Q3, so I think they are confident they will meet that goal.
They added 400K this Q from 600, so keep that trajectory, and we are there.
I do agree it seems like a longshot, but it must be possible. I don't see them breaking 6mill though. They will barely make 5mil if they do it.
Not today, Europe had a strong close - but not enough to get us green. We will close at 3.00-3.02, and we will have to wait and see what tomorrow brings.
Doctors don't 'sell out' they just aren't aware there is the option of Lymphoseek, so HENCE EDUCATING THE MEDICAL COMMUNITY. I would bet the numbers are 99% of surgeons who use Lymphoseek will continue to use it.
I think the street will be happy with the numbers also - posted another profit, looks like their guidance is actually true. At this price, we are looking at a less than 25x multiple from 2014 earnings.... thats pretty cheap for a company growing this quickly.
Should be interesting tomorrow, I expect an early morning POP, and then a litlte fizzle, and then a run up into the close. Its how most trading days go for MSLP, the people that want in, get in right away.
Sentiment: Strong Buy
This is the first decent post I have seen from you.
But you have to agree, stocks with such a heavy short interest can be brought down quite quickly and stay there. IF you look at the rest of the pipeline NAVB has, they can possibly do right with one of them - and this is back to $3... however, I dont see that as likely. But I think their pipeline alone is worth close to $1/share. Breast Cancer, RA, MCI etc are big problem areas - we will see if they can actually deliver.
Overall aspects of all their businesses are steady and growing, when the market up, it will outpace the boarder indicies - this is a fantastic company.
Realistically I can see JCI at $60 by the end of the year.... but NOT in 3 weeks, you are getting a little ahead of yourself. It is a steady grower and will most likely raise its dividend within the next Q or 2, that will boost the share price.
Itll be 2-3years and if JCI keeps on their trajectory, and keeps acquiring high margin businesses - China will be the growth story, and we could see $100 in 2-3 years, but NOT by the end of the year.
I cashed in on RRD when it was hated and down at $8-9, it was almost a no brainer, I wish I could have bough more. They all said it was a dying business, however, if it was dying, they would have been out of business LONG before now, they have been around for 100+years.
I expect us to head back to 20 again, and even at 20, we are still not quite fairly valued. They will grow slowly through acquisitions.
Strong company, Strong stock, Strong dividend. I would love to see a 0.01c divvy increase one of these Q... but they have paid 26c forever, so I doubt itll happen anytime soon. Congrats if you have been long since the bottoms.
Sentiment: Strong Buy
As we all know now, the selling pressure was LLCP selling their nearly 2.3million shares over the last year, while selling a majority of them in the past few days (hence the sell off from $8 to $6.50.
Looking back on LLCP's filings, they last sold in the same fashion back in Nov2013, and you can see the same price movement, stock went from 8-6.50, and quickly rebounded all the way up to $9.50. LLCP has sold all of their shares, and there is a lot less selling pressure, since now their large investor is now out of the picture. They would sell into any positive news and then would cause these large sell-offs.
CPSS has posted better numbers from when they were up at $9, their portfolio is over 1.3bil and the low rate market seems to be around for a little longer atleast.
CPSS should continue the climb back to 'fair value' around $8-8.50. Resistance will be $8, so if we can break that, there wont be much to bring the price back down. CPSS can now trade freely, long live LLCP.
They must have sold the last chunk the last few days - and THAT would explain the sell-off - just a LARGE LARGE investor moving onto a new investment. That happens when they owned so much. Over 10% of the company. they have sold over 2.3million shares over the last year. So looks as though CPSS is been 'manipulated' to come extent from LLCP, so now that they are out - CPSS can continue the bull run back to 8 or 9+.
GREAT NEWS, now there shouldn't be the large moves downward, because no one will sell 100, 200, 500,000 shares over a couple of days.
Added more at 8.58
I think Brazil is in the infancy of their rebound. This is a long term growth company.
There is alot of speculation of WHY the sell off? But I dont see it, perhaps its for reasons that I dont understand....
If we see the low 6s, I will buy more, but until then, my average is in the mid 7s, and a few green days on volume can easily get us there. Heck, WE WERE JUST AT $8 only about a week ago.
This is quite an interesting dive in share price... one would think they didn't make a profit this Q or EVER, but they are poised to make nearly $1.00/share this year. Having a PE of 7. Quite interesting - I guess play the waiting game, people are getting cheap shares here. I added more at 6.70.... guess I coulda got them at 6.60 or even lower depending on the day.
ACCORDING TO THE CHARTS. There is nice support in the 6.50s... so that's a positive thing.