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Alnylam Pharmaceuticals, Inc. Message Board

o08o.ugh64w 133 posts  |  Last Activity: 20 hours ago Member since: May 13, 2011
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  • Reply to

    Shareholder Meeting Recap

    by o08o.ugh64w May 14, 2014 7:43 PM
    o08o.ugh64w o08o.ugh64w May 14, 2014 8:17 PM Flag

    Also, almost forgot - Kevin did spend an extra minute on Slide 10 with the stock price history. He's well aware of the situation and attributes it to the financials being too complex for the market to currently understand as a result of the merger...but he indicated that's how the accounting standards require it. He was very confident as things progressed towards end of the calendar year and they have comparable year over year results, things will become easier to understand - implying market should provide better valuation of the shares.

  • o08o.ugh64w by o08o.ugh64w May 14, 2014 7:43 PM Flag

    Not too much to report.

    First they got the standard business/voting out of the way. Then Kevin went through the slide presentation. You can go download from the SEC website - they uploaded it this afternoon.

    Slide 26 in there is the Strategic Vision, and very first bullet is to get to be a $1 to $1.5 billion bank through organic growth and acquisition.

    citnitout - Hovde did not make it, but Joe Thomas led the meeting aside from Kevin's slideshow. Joe praised all of them individually and as a group for the great job they're doing. He says he meets with them regularly day to day and sees the hard work and great results.

    A couple side notes:
    - closed 2 branches in April ... I'm guessing may be some charges coming for that this quarter. Kevin indicated the leases were up anyhow so they needed to basically make a 10 year decision if they renewed and decided not to.

    - getting out of IRA business - too much work, not enough return
    - dropped current wealth management relationship, entered into a new one with local group
    - looking to create some type of product(s) specific to healthcare market - pointing to Slide 14, noting most of the top employers in the region are healthcare/medical-related.

    Personally, I was glad I went - even considering it was a 3.5 hour drive for me each way and the meeting was just 1 hour. It was good to meet all of them. They are extremely personable and just good/knowledgeable people. Mark Caplan came in just as things were starting, sat down next to me and immediately introduced himself.

    These are all good guys - all the officers and directors.

    I'll definitely be purchasing more shares as long as they're trading below $5.00

  • Loan requirement may have been breached

    "1. Borrower must maintain a Minimum Tangible Net Worth of not less than $12,000,000.00."

    If I'm looking at the correct entries on the balance sheet, I'm coming up with something in the neighborhood of $11.4 million, down from $12.4 million at Dec 31.

  • Reply to

    Back to $1.50s

    by o08o.ugh64w May 12, 2014 9:16 AM
    o08o.ugh64w o08o.ugh64w May 13, 2014 3:38 PM Flag

    agreed.

    I am adamant that there has to be other products to take care of the three other quarters of the year. they don't t even need to be blockbusters - just some thing(s) to diversify and smooth out sales/profits throughout the year. go buy something if you have to just to have something else. again, how about allergy medicine for spring/summer/fall - that would help lots to smooth things out.

  • o08o.ugh64w by o08o.ugh64w May 12, 2014 9:16 AM Flag

    Lousy earnings report.

    No excuses Ted - you have a one product, one season company. If you do not diversify into more products, you will never deliver the long-term sustainable growth you speak of.

    Whether it's Dutchess sitting on the bid at $1.95 or not - the shares will go lower over the next couple months.

  • Shares were trading at $1.73/$1.74 for the entire final hour and then right before the close this is what he does:

    16:00:00 ... $ 1.68 ... 100
    15:59:59 ... $ 1.68 ... 100
    15:59:34 ... $ 1.70 ... 100
    15:59:01 ... $ 1.70 ... 100
    15:59:00 ... $ 1.70 ... 100
    15:58:56 ... $ 1.70 ... 100
    15:58:51 ... $ 1.70 ... 100
    15:58:45 ... $ 1.69 ... 100
    15:58:38 ... $ 1.70 ... 100
    15:58:38 ... $ 1.74 ... 200
    15:58:38 ... $ 1.74 ... 100
    15:53:39 ... $ 1.73 ... 1,000
    15:53:39 ... $ 1.73 ... 1,300
    15:50:49 ... $ 1.74 ... 100
    15:50:49 ... $ 1.74 ... 200

    As you can see, in the last minute, just a few 100 share sells takes the price from $1.74 to $1.68 and then he closed it at $1.67 with this:

    $1.67 ... 1,884 ... AMX ... 16:01:07

    Oh well, the games can only last so long. Looks like we have earnings next week, and then the B. Riley conference the following week.

  • CEO bought 1500 shares at $20.06 on 5/1
    CFO bought 5000 shares at $19 on 5/7

    Shares are undervalued now based on many metrics.

    Any price below $19 is a bargain.

  • Daniel Miller again:

    5/6 - 5/7, 2200 shares between $19.79 and $19.90

    Year end share price will be $25 - $30.

  • Will shares be above/below $1.00 before/after?

  • Reply to

    Bought more today, but...

    by o08o.ugh64w May 8, 2014 6:19 PM
    o08o.ugh64w o08o.ugh64w May 8, 2014 6:45 PM Flag

    What's gut-wrenching is that ITI is not getting the recognition or valuation it deserves. I know what others in this space are doing (i.e. ISNS and BFDI) and they are failing miserably, posting losses, falling sales, and have garbage balance sheets. Here we have a company with everything going for it performancewise, and strength of the business and balance sheet. They are doing all the right things. At some point either the market will have to give the appropriate valuation, or some other company is going to come along and do it.

  • o08o.ugh64w by o08o.ugh64w May 8, 2014 6:19 PM Flag

    this is getting a little silly now

    don't yet know what price my next purchase will be at.

  • o08o.ugh64w by o08o.ugh64w May 6, 2014 11:16 AM Flag

    that's my guess of what I'm seeing.

  • And that's only for the thought to first enter your mind.

  • Reply to

    Is that all you got? 150 shares?

    by o08o.ugh64w Feb 20, 2014 3:25 PM
    o08o.ugh64w o08o.ugh64w May 6, 2014 9:55 AM Flag

    Only took 10 weeks.

  • o08o.ugh64w by o08o.ugh64w May 6, 2014 7:48 AM Flag

    Daniel Miller buys 1329 shares at $19.85 on May 2.

  • Reply to

    Back at book value

    by o08o.ugh64w May 2, 2014 7:03 PM
    o08o.ugh64w o08o.ugh64w May 5, 2014 4:31 PM Flag

    good post/info.

    it is difficult watching ITI get whacked and pulled down along with the market and tech shares - it's like the company itself doesn't really matter at this time. The only way it stops is with the earnings announcement showing a "good" quarter (just has to not be awful compared to what everyone else is turning in) and providing good outlook for the next quarter and remainder of the year. This happened with a couple other of my holdings - they announced "not awful" earnings and good outlook and the dive immediately changed direction. Even other companies where the shares were hammered going into the earnings announcement (seems to be the theme this quarter) - immediate reversal, just by posting a "not awful" quarter.

    considering what is going on in the market in general, ITI can approach a number of peers/competitors and possibly scoop one of them up cheaply at this time. there are two that I specifically know of that are in the dumps and ripe for acquisition and cost cutting.

  • How many vests do you suppose they sell when they go for $13,000 to $15,000 a pop?

    I can't imagine insurance providers racing to line up for them - especially under ACA - people have $5000 annual deductibles (and higher) and they can't afford it.

    Oh, then there's the medical device tax that gets slapped on it as well.

  • Assuming we go by the bank's non-GAAP numbers and take EPS at 35 cents, annualize it, and we have $1.40/share. That gives a PE of 17 today - which is too high for a bank at this time. Similar bank PEs at this time are in the 12 to 15 range. There are bargains out there trading closer tangible book value (BDGE is below $14) , with PE close to 10, and offering similar to slightly higher dividends.

    Bottom line, BDGE is still overpriced garbage and should be trading no higher than $20.00 - giving PE at 14.3

    The growth is not sufficient to justify the premium...overpriced.

  • Reply to

    Back at book value

    by o08o.ugh64w May 2, 2014 7:03 PM
    o08o.ugh64w o08o.ugh64w May 2, 2014 7:04 PM Flag

    outllok = outlook

ALNY
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