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Cyclacel Pharmaceuticals, Inc. (CYCC) Message Board

ou71764 153 posts  |  Last Activity: 17 hours ago Member since: Feb 27, 1999
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  • Reply to

    where the 3 partner longs?

    by booozer Jan 23, 2015 4:53 PM

    Truth, I had to look up what a bloody Caesar was. When you reach my age you're more likely to drink something straight. Excess filler adds calories and the potential for heartburn, and doesn't add to the buzz!

  • Reply to

    where the 3 partner longs?

    by booozer Jan 23, 2015 4:53 PM

    I thought you were a young dude, Mott. Just didn't know if you were a student or ophthalmologist.

  • Wow, I hadn't heard this. It's sad that these animals are also victims. I hope our vaccine is the big winner, but if not, I hope one of the others is.

  • Thanks for the heads up, db2009 - I didn't even notice it. It's great news imo - profitable in Q4 and the run rate on revenue is 100 million. We should have a very good day tomorrow. This is exactly what the doctor ordered! .

    Sentiment: Strong Buy

  • Reply to

    Another one of those closes

    by ou71764 Jan 22, 2015 4:14 PM
    ou71764 ou71764 Jan 22, 2015 5:38 PM Flag

    Indeed, that would be a great PR! We know WYY has a large unnamed partner, and that they were pushed to ramp up production. So maybe. But there were supposed to be pilot projects in Q1 before a full roll out of anything. It's unclear to me whether the company was going to PR when a pilot started. If not, there could be a pilot project underway now. That could mean we're a lot farther along than anyone suspects.

    Sentiment: Strong Buy

  • "Situation normal..." I was wondering if we'd see it today after being at 1.40-1.41 all day long. I know it doesn't mean anything unless there's follow through tomorrow morning. But it at least puts me in a better mood tonight!

  • Reply to

    In the spirit of gallows humor...I will offer

    by ou71764 Jan 21, 2015 5:33 PM
    ou71764 ou71764 Jan 22, 2015 1:09 PM Flag

    It does sound as if it got worse from 2014 to 2015. The company needs to come out of its shell and let us know what's going on. I agree, they need to get out of any business that isn't profitable. If no one will do the FISH testing for Medicare, maybe they'll listen. But then again, it's the govt.

  • a variation of the joke, "other than that, how did you like the play, Mrs. Lincoln?" Other than the stock price, I'm very happy with my investment in NEO.

    I am now assuming that there's going to be a loss in in Q4; that there's no hope of getting the Medicare billing revised; and that Convance is exiting their deal with NEO. But I still think that the selling is overdone unless there's more than just that. This is a growth business and the company should be profitable in 2015. I am guessing a large shareholder is selling. I bought a few more shares today.

  • Reply to

    SOTU Address

    by ggrail Jan 20, 2015 7:41 PM
    ou71764 ou71764 Jan 21, 2015 5:01 PM Flag

    Thanks, ggrail. It should be a national priority. Homeland Security and the DOD like WYY, so it's not going to take much for things to fall into place for the company and its investors.

    I had posted a week or two ago that if the 5 million device order was won (it was being pursued by WYY's partners at the time of the conference call in November), that WYY could be a double digit stock. And I gave my calculations.

    One of my assumptions that I used was called into question, the royalty per month per device that WYY would receive. I used $2. The company said it could be $1-$5, and they were being conservative.

    Even though it may sound high to some people, I am sticking with my assumption. I re-listened to the conference call yet again and this was not a range that WYY mgt tossed out casually. They were specifically asked about it by an analyst, and there was a detailed answer. Anyone who questions it should re-listen to the conference call. It's a very clear response.

    There are some other assumptions that also need to be included, like margins and how fast the sales would ramp up. I am assuming that even if they won the 5 million device order very soon, that it wouldn't be until 2016 that the peak revenue would start to roll in. So discount the PPS by some percentage to account for that. A $12 PPS discounted by 50% is still $6.

    All of this still hinges on them winning the large order. The 1 million device order (which has already been won) will help the stock price when it is announced, but it won't send the stock to these lofty levels. And even if they win the large order, the stock could get beaten down before it's announced. On the other hand they could be a lot more deals than just the 5 million device order. When we see the PR's we'll know what we have.

    Sentiment: Strong Buy

  • Reply to

    Ruling is Nigh

    by jjcook1951 Jan 21, 2015 1:00 PM
    ou71764 ou71764 Jan 21, 2015 2:41 PM Flag

    Thanks for the heads up, jj.

  • I know, I know, it might not be indicative of how we trade once the market opens. But for those who want out, I hope you get your opportunity and say adios. I'm long. :)

    Sentiment: Strong Buy

  • Reply to

    Sherlock Holmes I am not. Hopeful I am.

    by philoette Jan 20, 2015 9:35 PM
    ou71764 ou71764 Jan 20, 2015 11:12 PM Flag

    That's food I'm read to digest! I'm in!

    Sentiment: Strong Buy

  • Reply to

    NEO Confirms 2014 Billing Was Correct

    by cars100cars Jan 20, 2015 11:19 AM
    ou71764 ou71764 Jan 20, 2015 11:01 PM Flag

    First of all, this news came out a month ago. So I don't know why the original post in this thread was made today. True, they didn't have to re-state anything. But they had used the worst case assumptions when they filed. So there never was any danger that they would have to re-state anything.

    It's sort of like losing a fumble and having your offense leave the field. Then when the ruling comes in from the replay booth that the call was upheld, no one would say "it's good news, we were smart to get our offense off of the field."

    At this point, ANYTHING the company could say would be better than the fear that has impacted the people who are selling. No matter what has happened with Medicare billing and the Covance deal, the company is solid and - even if not profitable in Q4 - it soon will be profitable. Anything under $4 is a strong buy imo. Good luck longs!

    Sentiment: Strong Buy

  • Reply to

    Broke 4.00 support

    by s_gator03 Jan 20, 2015 11:54 AM
    ou71764 ou71764 Jan 20, 2015 2:04 PM Flag

    If you go to the company website, there's the letter that the company wrote to the CMS in response to the new billing guidelines. It sounds as if the govt had more errors than just the cost-per-test issue. The cost of supplies and rate that could be billed were slashed as well. So the tests wouldn't even be profitable:

    "Obviously, cost inputs and relative value unit calculations for 2015 FISH reimbursement are
    incorrect and need to be corrected in the final 2015 Physician Fee Schedule. Under these
    policies, Laboratories would suffer a large loss for every FISH test performed for Medicare
    patients."

  • Reply to

    Needham

    by flipajig42 Jan 19, 2015 7:13 PM
    ou71764 ou71764 Jan 20, 2015 1:54 PM Flag

    I also recommend the call. I need to re-listen to it when I get home from work tonight. As I recall, there was a question that I couldn't quite make it out - and Bruce replied something like "they're aware of us" or "they're following us" to the question. Who/what was he referring to?

  • Reply to

    Broke 4.00 support

    by s_gator03 Jan 20, 2015 11:54 AM
    ou71764 ou71764 Jan 20, 2015 12:56 PM Flag

    Now we have to wait and see whether today was the selling climax, or just the beginning.

    Sentiment: Buy

  • Reply to

    Second Fund In Breaking News

    by jhs9 Jan 13, 2015 1:25 PM
    ou71764 ou71764 Jan 19, 2015 12:54 PM Flag

    And some people will start looking at the companies in the index to try to find several that make great individual speculations. Not everyone wants to hold Cisco and Juniper Networks. Hopefully we'll pickup a few new investors who see the same favorable risk/reward in WYY that some of us do.

  • Reply to

    Second Fund In Breaking News

    by jhs9 Jan 13, 2015 1:25 PM
    ou71764 ou71764 Jan 13, 2015 5:38 PM Flag

    I agree, it's good news. I hadn't heard of it. It's an index fund that was started in Q4. There are 30 stocks in it. WYY is one of the smaller holdings in the fund. But as the ETF gains in popularity, they will buy more shares for the ETF. From the etf website you can download the holdings. It shows WYY as 767,262 shares.

  • Reply to

    Spoke to someone at retail show

    by edthemeatman2000 Jan 12, 2015 1:16 PM
    ou71764 ou71764 Jan 13, 2015 4:42 PM Flag

    Thanks for the clarification, Ed. Nonetheless it's positive that they are establishing a business relationship with Walmart. If they can land a contract for circulars, then hopefully there will be more deals later.

    A year ago the stock got ahead of itself on the demo and rollout of the barcode replacement. This year they have their first retail customer and there's a big yawn. The company is way ahead of where they were a year ago. Perhaps the market is waiting to see how fast customers #2 and #3 can be won.

  • Reply to

    More from the floor at the retail show

    by edthemeatman2000 Jan 13, 2015 1:01 PM
    ou71764 ou71764 Jan 13, 2015 1:13 PM Flag

    That's great news. Let's hope that the inertia has been broken in the sense that no one wants to be the first to use a new technology. Now there's proof that it is commercially viable. Any idea of how much longer Walmart needs to complete their evaluation?

CYCC
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