this is what i've gathered (not claim originality or accuracy):
expected to have full enrollment by the end of 2014
PRESENT trial starts
wait for the 70 reoccurrences (how long? 6 months based on P2 data?)
interim review, and publish findings (2 to 4 weeks?)
so are we looking at Q3 2015 to have the interim review results? please correct me.
it'd be much useful if the following info is provided:
1. Abstral. how much is making; how much is in the future - how it's going to support the co moving forward;
2. Zuplenz . same as 1.
3. NeuVax. milestones. when and what.
are we talking about days? or weeks? or months. hope it's not years. and what's your reason?
SA has an article on HLF valuation. My reading is that the HLF is currently fairly valued. And both up or down moves are limited. But it's hard for me to understand, to tell the truth.
What's your view on HLF's valuation? Do you have different perspective?
by the way, I am asking financial here. please don't bring up the lawsuits.
Dan, could you give a general time frame for the NeuVax program? Also, what's you view on the sales trend of Abstral ? thanks.
confused. I thought bull was saying that your pps ($6.90) needs to be halfed. also, since the pps is for the merged mnk, you cannot apply the formula anymore.
correct me, pls.
so the total earnings is (5.7+1.2)=6.9. divided by 2, we have estimated eps of $3.5, currently. $72.9/$3.9 gives us an p/e of 21. is this basically the same p/e we got with Q when the merge news broke up?
finished reading. explained FDA's approach well. sounds reasonable.
then again, it shows another angle against short thesis. still good to know, though.
thanks a lot, researcher. found the article.
I am an investor and am looking for facts. I don't do trade. so I am generally careful when getting into a position.
I've established a small position in ACRX recently. I've read quite a bit about the company, the pps, and the events. All points to the positive direction for the pps in the future, yet we have a very high short interest (24.4% Short % of Float as of May 30, 2014, per yahoo). the only two possible reason that might drag the pps down I've seen are:
a class 2 review that causes a delay in approval;
a political environment that makes FDA not willing to approve any opioids related device
None of the above can explain, in my view, the depressed pps. What's your view? I'd really like to hear any view from folks who have a pessimistic view on the stock. What's your thesis?
wow. I am new to this company. to me, raising trust as an issue is serious business. what concrete evidence do you have to support you allegation? I fail to understand "assure investors that the submission was on track, while having productive ongoing discussions with the FDA" would bring trust into question. Or am I missing something?
thanks a lot.
i've started accumulating already. you, paul and several other member's insights helped a lot in making the decision.
i am an investor and i don't trade, by the way.
thanks a lot. very much appreciated.
do you see catalysts to move the pps in near future? someone dropped a note here saying it's going to stay flat for a q or so. do you agree?