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Frontline Ltd. Message Board

pjmyers_tsi 178 posts  |  Last Activity: Dec 12, 2014 1:51 AM Member since: Jul 16, 2012
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  • Reply to

    pjmyers posts a lot of strange stuff

    by nammuang Dec 11, 2014 8:55 PM
    pjmyers_tsi pjmyers_tsi Dec 12, 2014 1:51 AM Flag

    Breakeven requires 4000 customers buying one AI per week, ongoing. How many AIs are in a pack, and how many scripts a given customer buys at one time are IRRELEVANT. You utter farking moron.

  • Reply to

    pjmyers posts a lot of strange stuff

    by nammuang Dec 11, 2014 8:55 PM
    pjmyers_tsi pjmyers_tsi Dec 12, 2014 1:48 AM Flag

    nammy-poo: did you call Howarth yet? How's the institutional holdings going?

  • pjmyers_tsi pjmyers_tsi Dec 11, 2014 7:12 PM Flag

    papkena: what are you - another one that got chewed up and spat out in debate elsewhere? Care to provide some evidence for your thesis about my "logic"?

  • pjmyers_tsi pjmyers_tsi Dec 11, 2014 6:40 PM Flag

    Brilliant! You can contradict yourself in two lines. If I were a "basher", how could I confuse other investors if I had no idea what I was talking about?

    Back to the matter at hand? Will customers who buy the Adamis product also buy the Teva product for the same usage? No? Will the Adamis product have NO sales? No?

    Then how on earth is the Adamis product not a competitor?

  • pjmyers_tsi pjmyers_tsi Dec 11, 2014 6:16 PM Flag

    From plaintively ignorant questions to stone-cold, evidence-free certainty - in 60 seconds!

    Now that your days are not taken up talking to your wife, or planning exotic suicides, you have all kinds of time for answering the following question related to your post! Erm, why?

  • pjmyers_tsi pjmyers_tsi Dec 11, 2014 5:38 PM Flag

    tdp: I am not trying to lead or mislead. Why always the DRAMA with you people here?? It's as if you are all traumatized. Could that be?

    Beg forgiveness, but I see no reference to "hofno", here or elsewhere. I do not pretend to be an expert on the Adamis product, only see that it is a potential competitor. Perhaps I misunderstand you, but are you saying it's a crucial advantage for the Teva/A product that it's an AI for self-usage?? I rather thought this particular application was for when the recipient was out of commission?

    More generally, I appreciate all education. Please, go ahead, educate me, I'd love it! I am only against the breathless, ignorant pumping so rampant here. Smith, a known researcher on this topic, comes up with revenue/earnings estimates for our Epi - and they're instantly too low, because they do not provide clear evidence that ATRS is currently worth more than about $3,

  • pjmyers_tsi pjmyers_tsi Dec 11, 2014 5:04 PM Flag

    Oh, great manic-paranoid, god of flawed and batty research - I beg forebearance and forgiveness from your awe-inspiring ellipses....

    I do not claim to know what "rating" they will get. Time will tell. I only "know" that this is a competitor to the Teva-Antares product. You can search on a headline "Walgreens Pharmacies to Offer Adamis’ Pre-Filled Epinephrine ", for example. 2009!! So, it's not exactly new news, eh? ""

    I still hold 70K ATRS. I just don't see the need to be delusional because of that.

    Dr. Dennis J. Carlo, President and CEO of Adamis Pharmaceuticals stated, “Having our PFS in Tier 1 is important both for our company and the 24 million Americans at risk of anaphylaxis. We are very excited about our new relationship with Walgreens and feel it will have a positive impact on our sales and financial growth.”

  • Reply to

    Epi-pen potential

    by cacheflash57 Dec 10, 2014 4:36 PM
    pjmyers_tsi pjmyers_tsi Dec 11, 2014 4:41 PM Flag

    cache: I have a call in to IR for the company. Will let you know what they project for the pharmacy rating, if I get a reply. From the (independent) revenue estimates one sees online, substantial sales are expected. The PPS has been on a tear lately, I see.

    I am not trying to "bash" ATRS. I am trying to provide an evidence-based antidote to the absurd PUMPING, evidenced in threads like this, by posters like you.

    One notices that your approach to religion and investment is at least consistent. Evidence, research and independent thinking play no part whatever.

  • Reply to

    Epi-pen potential

    by cacheflash57 Dec 10, 2014 4:36 PM
    pjmyers_tsi pjmyers_tsi Dec 11, 2014 3:42 PM Flag

    hi tdp: regarding your post: "Generic Epipen will be the ONLY generic out there with an AB rating. There are no other generic Epipens in development...", I found this in the most recent 10-Q:

    "On May 28, 2014, we submitted a Section 505(b)(2) NDA application to the FDA for approval for sale of our Epinephrine PFS product. "

    But, oops, it's not ATRS' 10-Q. It's not Teva's either. I am not clear whether you, or anyone, will call this product a "generic", or whether it will get AB rating, but its PDUFA is presumably around end of March, 2015. Many commentators on this company feel it is an absolute shoo-in to get FDA approval.

  • Reply to

    Energy

    by goldtean Dec 8, 2014 10:59 PM
    pjmyers_tsi pjmyers_tsi Dec 9, 2014 2:39 AM Flag

    Yes, have been buying quite a bit in the last week, names with which I am somewhat familiar - such as PTAXF, TLM and NOG, all of which seem excellent values right now, even without a recovery in oil itself. Those oil stocks that have fallen twice as much as oil itself, and the companies are substantially hedged at much higher prices through 2015 anyway - seem too good to resist. Must look at SDRL. I know it's a similar, irrationally over-hated sector. Cheers, goldie.

  • Reply to

    This is becoming freakin pitiful to watch

    by ericskiba242 Dec 8, 2014 2:31 PM
    pjmyers_tsi pjmyers_tsi Dec 8, 2014 3:14 PM Flag

    eric: I'm a relative newbie to this stock, so I do not have direct knowledge, but I would very much expect them to be able to obtain a private placement for the P3 money. I would be discouraged, to put it mildly, if they have to do an equity raise at these prices.

  • Reply to

    This is becoming freakin pitiful to watch

    by ericskiba242 Dec 8, 2014 2:31 PM
    pjmyers_tsi pjmyers_tsi Dec 8, 2014 3:04 PM Flag

    Just a flesh wound. I bought (back) in at 5.00 dead, right after the AMR001 results. I was so sure that folks would adjust perceptions to their reality. Mumbling about tax-loss selling is getting old. Maybe they think it's an oil stock?

  • Reply to

    Love days like this.

    by whogo70 Dec 8, 2014 2:27 PM
    pjmyers_tsi pjmyers_tsi Dec 8, 2014 2:47 PM Flag

    Bargains, eh. I guess we picked through the bleeding pool of oil on the floor a little early, last week? Self-made rule now that I'm not allowed to buy any more "bargain" energy stocks till the bottom is demonstrably in, even if it costs 10% by missing the actual bottom. Even the 80-90% hedged-through-2015 oilers are being eviscerated, seems crazy. But the ATRS Longs (of whom I am still a grouchy one) have already told me I know nothing - which is good, because now I don't feel responsible for my heirs anymore.

  • Reply to

    We'll all be better off...

    by blue_horseshoe_11 Dec 7, 2014 12:22 PM
    pjmyers_tsi pjmyers_tsi Dec 8, 2014 12:15 AM Flag

    You see fit to insult a poster, merely on the basis of an irrelevant grade-school arithmetic manipulation? The intellectual level of this YMB is a constant shock.

    blue_ simply presented the usual shorthand. Your witty comeback assumes each script is a 3-month supply, right? That means we do not see that customer again for 3 months. It doesn't in any way reduce the steady-state number of customer-weeks required to produce a target level of revenue.

    That steady-state #, by the way, is about 4000. 4000*125*52 = $26m annual revenue. About 1/10 of that came in for Q3 revs, which correlates roughly with about 400 total weekly scripts, not too far off the actual. Most likely, revenue was only that good because, on average, customers were stockpiling.

    The point of this post is that crowing about what really amounts to a deferred revenue situation (patient stockpiles packs of injectors) gets you nowhere. We need to get back to the trend seemingly established in Q2 and Q3, or doubts about arriving at breakeven in H1 2015 will continue.

  • Reply to

    Whogo the deleter strikes again

    by blues_fanatic Dec 6, 2014 4:58 PM
    pjmyers_tsi pjmyers_tsi Dec 7, 2014 12:43 PM Flag

    dusa: sure, nam's perspective about mid-Nov was an outlier, even at the time, but many (most?) have thought that O revs would provide breakeven on O itself by year's end, and on overall business by 2015. Or at least Q1 and Q2 respectively. Perhaps it can still happen in Q2, but it would be a (very pleasant) surprise now. The only way an investor could not be disappointed with present progress is if they had not taken PW, Ali, SOS, etc., too seriously

    I was right alongside you in buying greedily in the 1.90s and 1.80s, about 1/3 of present position. At times, ATRS has been my largest position. Not any more. I regard the risk/return, now, at 2.50, as favorable, but not all that.

  • Reply to

    Whogo the deleter strikes again

    by blues_fanatic Dec 6, 2014 4:58 PM
    pjmyers_tsi pjmyers_tsi Dec 7, 2014 12:34 PM Flag

    whogo has an agenda? Oh, and you, the religious prude, do not? Hahaha. Effing hypocrite.

    I don't CARE about whogo's trades. I care about the constant stream of interesting information and perspective that he provides,

    When, like you, one lives their whole life and mental world, in a fog of delusion and prejudice, one cannot be expected to understand the quest for what whogo provides - and you, alas do not provide.

    Regarding "atheism", I am no atheist. I, like others, was responding to the expression of your nasty, prejudiced, prehistoric personality, in response to LD. Bah.

  • Reply to

    Whogo the deleter strikes again

    by blues_fanatic Dec 6, 2014 4:58 PM
    pjmyers_tsi pjmyers_tsi Dec 7, 2014 12:28 PM Flag

    blues: when I spoke with JH in early October, he told me Jooste had been a contractor (ie. 1099, not employee) since July.

  • Reply to

    Whogo the deleter strikes again

    by blues_fanatic Dec 6, 2014 4:58 PM
    pjmyers_tsi pjmyers_tsi Dec 6, 2014 11:10 PM Flag

    Loving the red-thumbs, and the total lack of counter-arguments. Challenge: we three morons with the reds and the silence - may the world know thy names.

  • Reply to

    Whogo the deleter strikes again

    by blues_fanatic Dec 6, 2014 4:58 PM
    pjmyers_tsi pjmyers_tsi Dec 6, 2014 10:21 PM Flag

    Amen, padre. When you study the history of 20th century totalitarianism, and the religious history of the last 2,000 years, then you may have some intution of the kind of mental forces at work. And your post is verging on thought-crime, which is double-plus-ungood.

    However, I freely confess, father, that I was wrong to sell some taxable-account ATRS for a tax-loss. Consign me to 1,000 red thumbs, and forgive me my sin.

  • Reply to

    Whogo the deleter strikes again

    by blues_fanatic Dec 6, 2014 4:58 PM
    pjmyers_tsi pjmyers_tsi Dec 6, 2014 10:14 PM Flag

    Q3 O revs were about double Q2's, so not sure why whogo would say 600-to-1000 was out-of-whack in that direction.

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