All Shareholders - Flamel Technologies SA
Investor Name Current Position % OS Pos Change % Change Val($MM)
Broadfin Capital, L.L.C. 5,267,911.00 13.65 0.00 0.00 79.02
Deerfield Management Company, L.P. 5,258,475.00 13.63 0.00 0.00 78.88
JPMorgan Asset Management U.K. Limited 1,331,816.00 3.45 -175,732.00 -11.66 19.98
Clough Capital Partners, LP 885,550.00 2.30 885,550.00 100.00 13.28
Jennison Associates LLC 819,787.00 2.12 -680,213.00 -45.35 12.30
Perceptive Advisors LLC 800,000.00 2.07 0.00 0.00 12.00
Millennium Management LLC 787,835.00 2.04 -473,843.00 -37.56 11.82
Rock Springs Capital Management LP 775,000.00 2.01 25,000.00 3.33 11.63
Kennedy Capital Management, Inc. 724,610.00 1.88 277,114.00 61.93 10.87
Consonance Capital Management LP 630,178.00 1.63 -417,398.00 -39.84 9.45
D. E. Shaw & Co., L.P. 576,643.00 1.49 576,643.00 100.00 8.65
Brown Capital Management, LLC 543,743.00 1.41 51,458.00 10.45 8.16
VHCP Management, LLC 500,000.00 1.30 0.00 0.00 7.50
Alyeska Investment Group, L.P. 490,032.00 1.27 12,396.00 2.60 7.35
Fidelity Management & Research Company 380,780.00 0.99 -89,281.00 -18.99 5.71
ClearBridge, LLC 361,890.00 0.94 361,890.00 100.00 5.43
Weiss Multi-Strategy Advisers LLC 305,000.00 0.79 15,000.00 5.17 4.58
Turner Investment Partners, Inc. 284,374.00 0.74 284,374.00 100.00 4.27
Morgan Stanley & Co. LLC 272,913.00 0.71 -70,423.00 -20.51 4.09
Bailard, Inc. 235,000.00 0.61 175,000.00 291.67 3.53
RENN Capital Group, Inc 200,000.00 0.52 0.00 0.00 2.24
Bogle Investment Management, L.P. 113,047.00 0.29 41,454.00 57.90 1.70
California Public Employees' Retirement System 112,074.00 0.29 41,800.00 59.48 1.68
Medical Strategy GmbH 111,816.00 0.29 -6,200.00 -5.25 0.69
Deutsche Asset Management Americas 103,325.00 0.27 -33,637.00 -24.56 1.55
Neuberger Berman, LLC 79,900.00 0.21 2,900.00 3.77 1.20
Index Management Solutions, LLC 76,781.00 0.20 76,781.00 100.00 1.15
Ghost Tree Capital, LLC 75,000.00 0.19 -225,000.00 -75.00 1.13
Leerink specializes in health care and is closely followed by the "smart money"...
Well you must be very happy like my clients to see $70. The shorts, however, are not very happy after having received bad very advice from the dour Street analysts.
Just as in the broader economy, 20% of the people do 80% of the work, hence the natural tendency for income inequality. Not that there's anything wrong with that...
Does anybody remember the last time the stock went up after earnings? All streaks come to an end...
Today's move is in reaction to out-of-the-know investors and shorts being blindsided by upgrade report:
:Performance this quarter was close to consensus however, we believe the larger driver for this stock in the near and longer-term future will be the immense opportunity from Neogen’s exclusive license with SenesTech. As such, we are upgrading NEOG to Buy and increasing our price target to $55."
We may have a $100 bill on the floor of Grand Central but no one believes it's real because no one has picked it up yet. NEOG's exclusive license for a rodent control product could replace half the world's rat rodenticides pending EPA approval.
Earnings matter. Buy back some stock to offset dilution and don't let SGA exceed revenue growth. You got to play into the Street's expectations. The premium stock price will deflate otherwise...
Grab your ankles and kiss your fellow patrons goodbye...Don't forget to wear your flood pants and remember the fireworks are never cancelled at the Pub!
SSYS just closed out a super quarter and we will get a nice guidance raise on the upcoming quarterly earnings call. The too-clever-by-half shorts who got very bad advice by a few bearish analysts on the Street are now forced to cover. Over 13% of the float is short
Flamel Technologies announces FDA approval of VAZCULEP (FLML) : Co announced that the FDA has approved the company's New Drug Application (:NDA) for VAZCULEP (phenylephrine hydrochloride).
•VAZCULEP Injection is an alpha-1 adrenergic receptor agonist indicated for the treatment of clinically important hypotension resulting primarily from vasodilation in the setting of anesthesia.
•Flamel expects to launch VAZCULEP in the next few months in 1 mL single use vials, and 5 mL and 10 mL pharmacy bulk package vials. The drug strength is the same in all vials at 10 mg/mL.
With this deal, NBR can now focus on Drilling and attract a higher
multiple on its strong Int’l Drilling franchise and expected NAM uplift. This transaction will allow NBR to focus on its core drilling business which appears set for a robust improvement in International profitability besides the attractive growth opportunities within North America (NAM). NBR has got an
attractive deal in the $2.86B NCPS sale which translates into 5.6x our 2015E NCPS EBITDA
which is a 17% premium to our company level EV/’15E EBITDA multiple of 4.8x. Current
stock price of $27.30 translates to a 4.6x EV/’15E EBITDA multiple for the Drilling and Rig
Services part of NBR’s business vs. HP at 6.7x our ‘15E EBITDA, PDS at 5.4x and PTEN at
4.6x. NBR should now attract higher multiple on its core Drilling and Rig Services business
which provides attractive upside to current stock price.
7.4. Directors’ attendance fees:
In view of the Directors’ participation and the level of their responsibilities, we propose to you that the amount of Three Hundred Twenty Five Thousand Euros (#$%$325,000) be assigned to the Board of Directors as annual attendance fees, for which the distribution and breakdown thereof will be decided by the Board of Directors. (Tenth resolution)
We also propose to you to authorize the Board to implement a new plan for allocation of stock warrants to Directors.
You should be pondering these great philosophical questions not at your desk but on the P-town ferry...
Well in real terms (S&P 500 adjusted return) you need to see $64.50. That's a lot of wood to chop...
Correction: the stock peaked in the low $40s prior to the announced secondary offering at $33.25 per share on Oct 9th 2003. Nearly 2M of the shares came from selling shareholders at the time, namely Soula. Oy, I still had some hair...
You may have included that both Willard and Soula sold a good deal of stock in the secondary offering at $42 after the BMY Basulin agreement was signed 11 years ago. That's a lot of coin and paychecks ago. But if the bartender is correct, then all of those dreary hotel meetings, rubber chicken dinners, and mid-shelf drinks will have been well worth it. Its not personal, only business so chill Slenderman. Never allow a single holding in your vast, diversified portfolio to get your nipple caught in a zipper.
Good news closer on the horizon and ongoing one-on-one meetings today in Chicago will bring in new buyers and the upward trend on the stock will force the ill-informed shorts to cover. $15 by year end.