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rainbowmeow2003 108 posts  |  Last Activity: Jun 29, 2015 1:04 PM Member since: Feb 14, 2008
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  • Reply to

    dd

    by cathdiamond Jun 27, 2015 4:27 PM
    rainbowmeow2003 rainbowmeow2003 Jun 29, 2015 1:04 PM Flag

    I keep wondering who was behind the huge volume of shares traded in recent weeks, particularly the 6M shares on June 9th. Certainly a lot of day traders piled-on and are now exiting the stock in a slow drip, but presumably, someone was buying in size before expected good news.

  • Reply to

    Update

    by svchiro Jun 25, 2015 9:06 AM
    rainbowmeow2003 rainbowmeow2003 Jun 25, 2015 10:35 AM Flag

    We may or may not have already met with the FDA, and to be is not to be, but that is not the question at hand, we said that we may say something if that something were to be, but we have said nothing, so the vast nothingness implies that we are to move forward, unless we say otherwise. Now go forth my friends and buy thee the stock!

  • Reply to

    Highlights

    by svchiro Jun 24, 2015 2:18 PM
    rainbowmeow2003 rainbowmeow2003 Jun 24, 2015 3:26 PM Flag

    Anderson said:
    "You should either assume that that meeting will take place or has already taken place. If anything had occurred that had make us change our expectations of starting that phase 3 trial in the fourth quarter we would have said something and we have said nothing"

    Why not say instead, "we met with the FDA this past week and the discussion was extremely productive so we plan to move ahead confidently in initiating the phase 3 trial in the fourth quarter"

  • rainbowmeow2003 by rainbowmeow2003 Jun 24, 2015 1:58 PM Flag

    "We are a company that is still a work in progress" does not answer the key questions that investors want to know.

  • Reply to

    Xyrem Protection

    by svchiro May 22, 2015 8:37 AM
    rainbowmeow2003 rainbowmeow2003 Jun 24, 2015 11:48 AM Flag

    The longer JAZZ waits, the higher the price goes, especially now that FLML management has had a positive meeting with the FDA this month and plans to start a PH 3 study

  • Reply to

    Update

    by svchiro Jun 23, 2015 9:31 AM
    rainbowmeow2003 rainbowmeow2003 Jun 24, 2015 11:43 AM Flag

    The bottom-up EPS for 2016 is $1.40 and the implied top down EPS is $1.60 based on a technical price objective of $32.50 and a conservative 20X P/E.

  • Reply to

    Sysco get a big NO

    by jackmaster20 Jun 23, 2015 7:06 PM
    rainbowmeow2003 rainbowmeow2003 Jun 24, 2015 9:11 AM Flag

    Relax, they will move to plan B with a large share repurchase and a steady stream of bolt-on acquisitions within the regional markets to increase share and pricing power. I generally don't like buying from private equity guys anyway since there is always a screw somewhere.

  • rainbowmeow2003 by rainbowmeow2003 Jun 19, 2015 1:13 PM Flag

    When less and later becomes more and sooner...

  • Key Points:

    Origin has exclusive licenses on high-value GT / BT stacked GMO traits that can be sub-licensed to global seed companies in North America and beyond. Has meetings scheduled this week for above.

    Company believes it can double revenue and profit over the next five years just on its traditional, hybrid seed business alone. Add in global license royalties and potential Chinese GMO approvals, the addressable market is much bigger.

    Company is contemplating floating local A shares to unlock substantial value of current business.

    China wants to introduce GMO corn using local technology, providing SEED with first mover advantage of at least 10 years.

  • rainbowmeow2003 by rainbowmeow2003 Jun 15, 2015 4:47 PM Flag

    The potential for 100 million RMB in EBITDA by 2016 supports a minimum value of $7 per share and $28 longer term, especially if biotech traits are commercially approved within the next three years. Wow, no wonder the stock has been ramping on huge volume!

  • Reply to

    after huge debacle SSYS time came

    by alex_iff Jun 5, 2015 2:42 PM
    rainbowmeow2003 rainbowmeow2003 Jun 11, 2015 4:42 PM Flag

    All eyes will be on quarterly results. All else is smoke and mirrors.

  • rainbowmeow2003 rainbowmeow2003 Jun 9, 2015 10:19 AM Flag

    Does this mean its time to break out the good wine?

  • Reply to

    Leerink Swann

    by svchiro Jun 9, 2015 6:29 AM
    rainbowmeow2003 rainbowmeow2003 Jun 9, 2015 9:58 AM Flag

    The Leerink 5 year earnings model estimates that the 2020 EPS will be $4.21. A forward multiple of 20X gives us a four year price target of $84.

  • rainbowmeow2003 by rainbowmeow2003 Jun 2, 2015 11:14 AM Flag

    The back-door bouncer will now be accepting a single FLML share certificate in lieu of the usual $20 cash cover charge for rear entry.

  • Reply to

    nice article mentions SSYS

    by k1700 May 31, 2015 8:08 PM
    rainbowmeow2003 rainbowmeow2003 Jun 2, 2015 9:05 AM Flag

    Investors are no longer interested in the flawed, egg-on-their-face, sell-side analysts who were late to the story and lost people a lot of money getting them in at the top. Forget the articles, analyst opinions and press releases. This management, which has lost all credibility due to their abrupt and dramatic change in tone and guidance post a secondary offering above $90 a share, has to now put up the numbers. This stock could languish for years folks.

  • Reply to

    Jefferies conference NYC TODAY

    by svchiro Jun 1, 2015 12:07 PM
    rainbowmeow2003 rainbowmeow2003 Jun 1, 2015 3:46 PM Flag

    You forgot to mention another notable indicator - Soula was in attendance which suggests that he is still a shareholder. Also, Anderson commented that he now lives in St. Louis and has been state side the last week and a half.

  • Reply to

    Good News

    by svchiro May 27, 2015 4:30 PM
    rainbowmeow2003 rainbowmeow2003 May 29, 2015 10:47 PM Flag

    The quarterly 13F filings showing investment manager positions in a given stock are generally not reported until at least 45 days after the quarter end. So yes, it is old stuff, but not made publicly available until recently.

  • Reply to

    Good News

    by svchiro May 27, 2015 4:30 PM
    rainbowmeow2003 rainbowmeow2003 May 28, 2015 1:23 PM Flag

    Investor Name % O/S Pos Pos Chg % Pos Chg Filing Date Filing Type
    Broadfin Capital, L.L.C. 11.73 4,719,959 -433,231 -8.41 31-Mar-15 13F
    Deerfield Management Company, L.P. 10.12 4,072,809 -1,185,666 -22.55 31-Mar-15 13F
    Janus Capital Management LLC 7.41 2,982,852 2,982,852 100 31-Mar-15 13F
    Millennium Management LLC 4.55 1,831,860 736,721 67.27 31-Mar-15 13F
    Kennedy Capital Management, Inc. 3.59 1,444,030 236,620 19.6 31-Mar-15 13F
    T. Rowe Price Associates, Inc. 2.81 1,131,500 3,500 0.31 31-Mar-15 13F
    Deutsche Investment Management Americas, Inc. 2.8 1,128,958 1,128,958 100 31-Mar-15 13F
    The Boston Company Asset Management, LLC 2.54 1,020,546 1,020,546 100 31-Mar-15 13F
    Sarissa Capital Management, L.P. 2.17 875,000 875,000 100 31-Mar-15 13F
    Jennison Associates LLC 1.77 713,770 2,263 0.32 31-Mar-15 13F
    Point72 Asset Management, L.P. 0.88 355,800 355,800 100 31-Mar-15 13F

  • Reply to

    Good News

    by svchiro May 27, 2015 4:30 PM
    rainbowmeow2003 rainbowmeow2003 May 28, 2015 10:16 AM Flag

    Also notable is that both Deerfield and Broadfin trimmed their positions by a total of 1.5M shares, but interestingly, Point 72 (SAC) initiated a position of 356K shares - a firm which generally does not get involved with companies after simply reading an analyst's report if you know what I mean..

  • rainbowmeow2003 by rainbowmeow2003 May 22, 2015 9:09 PM Flag

    We are locked and loaded for moonshot.

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