only after phase 2. anything else leaves too much money on the table. no one knows where stock will go on data, but it shouldn't be only $300 mill mkt cap with successful results. if data poor, no cash amount raised today saves longs.
they have been executing better than the bozos at tqnt. and eating tqnt lunch in PA biz also. only thing salvaging tqnt is the filter biz.
moron they are. avg stock trades for 17x's. co has tons profit leverage. my target is $30 short term, $45 intermediate term.
Where is the research people? Lets find more Bobs out there. Time to ping all those contacts working with ohrp to revolutionize blindness treatment. Huge benefits and profits to be gained.
$3.4 billion mkt cap for good phase 3 results. dont know how large addressable market for drug would be. but another proof of concept for multibillion market cap pre revenue for a decent trial outcome.
livermore, you are certain we are not under dosing in the phse 2 trial? if you were running co, would you have any ISTs with higher dosing to check out efficacy at those levels?
Stick a fork in em, shorts are toast when doc elman case study proves without a doubt that squalamine works.
so they both stink. they both missed the bull market in profits and stock price appreciation. they both owe shareholders big time, and mgt should be fired yesterday if radical improvement not evident soon. and none of that non gaap #$%$. very few cos get away w bs non gaap anymore. these #$%$ poor mgts most certainly haven't earned the benefit of the doubt.
qtr was ok, but q1 and 2014 outlook very disappointing, esp revenue. so riddle me this? how can tqnt have a baw filter duopoly and generate huge rev growth from that while at the same time growing top line slower than swks or rfmd? and 5% revenue growth in handsets, if that's the number incorporated into their total company revenue growth forecast for 2014, is soooo much below expected market growth for rf component content, is very poor. it sounds like mgt abandoning "low margin, commodity pa products" by the bucketful, yet we didn't think they had that left to lose. supposedly they had already migrated all pa and related products to premium products. methinks they are losing share w/o fessing up. 5% top line better be a sandbag.
ohrp squalamine threatens eylea and lucentis. buying some ohrp to hedge, just in case, seems to be a no brainer. right now ohrp is still very cheap vs regn, $300 mill mkt cap vs $28 billion. if squal phase2 comes in w excellent efficacy, both eylea and lucentis could be at risk. perform your own due diligence.
Livermore, I believe your pricing is in the ballpark. the company seems to understand they have a superior product to those classified as standard of care. if efficacy is equal or greater I believe pricing will be closer to the existing drugs than most believe.
personally, I might trade unit volume for some price, esp in the dry amd market. I believe a few million global users at $6 k would be the right mix of price and volume. much of foreign drug sales via govt. I would price drug to sell to millions of patients globally.
anyway this is a high class problem to have.