Recent

% | $
Quotes you view appear here for quick access.

Sanofi Message Board

rdravin 24 posts  |  Last Activity: Feb 5, 2016 1:38 PM Member since: Dec 21, 1999
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Bot programs and analyst estimates

    by davestrading Feb 5, 2016 9:54 AM
    rdravin rdravin Feb 5, 2016 1:38 PM Flag

    What accounts for diffence in estimates? I believe the main factor is GAAP vs. non-GAAP.
    GAAP is the official Q report as per accounting standards.
    Non-GAAP includes a vast assortment of "adjustments" which usually boost earnings. For example, if not for "one-time" charges due to store closing, earning would be higher.
    Now what details apply to DEPO? I don't know.

    Sentiment: Buy

  • Reply to

    GAPP vs Non-GAPP

    by rdravin Jan 21, 2016 8:51 AM
    rdravin rdravin Jan 21, 2016 11:11 AM Flag

    To summarize, what type number is Yahoo Finance showing , i.e.1.40 in 2015.?
    Is FFO, adj FFO?

    Sentiment: Buy

  • Would someone be good enough to explain GAAP vs Non -GAPP earning estimates.
    Yahoo Finance indicates EPS est as 1.40, 1.68 for 2015,2016
    Income statement indicates negative income in 2014.
    What is true estimates to compute dividend coverage?

    Sentiment: Buy

  • Reply to

    Depo market cap once again:

    by djhmk4 Jan 18, 2016 5:19 PM
    rdravin rdravin Jan 19, 2016 10:36 AM Flag

    Theres a slight flaw in your logic - Debt!
    If you buy something with all debt, enterprise value may increase but not market cap.
    DEPO carries 800m plus in debt.
    That being said, I like the prospects and cash flows.

    Sentiment: Buy

  • The basic approach of ATNM , immunotherapy, is getting some good publicity. There is an article "Why cancer treatments like the one Jimmy Carter used are suddenly gaining traction" on Yahoo which talks about this approach working to help our former pres Jiimmy Carter rid his brain cancer.

    We are on the cutting edge of a successful therapeutic approach to cancer.

    Happy New Year.

    Sentiment: Strong Buy

  • I'm into GLOP and DLNG. What is sustaining price of GLNG?
    There is no earnings for 2015 or est for 2016.
    What is the attractiion - book?
    thx

    Sentiment: Hold

  • ATNM will ring the NYSE at end of first trading day of 2016. Surprise!
    Many, many investors/traders will look into this microcap, that has been far off their radar screens.
    How did ATNM swing this honor?
    I'll take it. Its a positive. Perhaps that is why ATNM has jumped this Monday.

    Sentiment: Strong Buy

  • Sloan Kettering (MSK) received about 5 million shares of ATNM as a charitable donation.
    Under their governance bylaws, they are required to dispose of stock holdings. They neither endorse nor oppose any company holdings.
    What the agreement does is moderate the selling in a measured fashion in order to not unduly was h the market with stock causing pps to drop. That's the positive. It could have been worse if they merely dumped the 5 mil in a week or two. Of course the negative is this is the opposite of a buyback - it creates selling pressure over several months commencincg April, 2016.
    LOL

    Sentiment: Strong Buy

  • rdravin rdravin Dec 23, 2015 10:03 AM Flag

    Yes, stock dilution would hurt pps. I do not thiink they would do so at pps below $5.

    Most likely scenario: strategic partnership with big pharma; upfront payments used to complete Phase IIII.
    Merry XMas

    Sentiment: Strong Buy

  • RESI cut their quarterly dividend from 0.55 to 0.10. However, the cut does not necessarily apply to the full year, i.e. we can expect around 1.75.

    I was mightily surprised that the market did not rip RESI pps. The only conclusion: RESI has been beaten down so much that the cut was already discounted in the price.

    Book value remains above 21. With housing inflation, the book should understate intrinsic value.

    Sentiment: Buy

  • Reply to

    New dividend news

    by hkurth1234 Dec 21, 2015 9:43 AM
    rdravin rdravin Dec 21, 2015 10:12 AM Flag

    Market seems oblivious to this wonderful news. We should have 10% pop from 12.89
    Nice 14% distribution with capital gains upside.

    Sentiment: Strong Buy

  • Where are LNG shipping rates published online? Is there any Bloomberg index like they have for Baltic Dry Index? .
    I realize GLOP has long term charters, but they are not forever.
    Long and strong and waiting for Santa.

    Sentiment: Strong Buy

  • Reply to

    Why DLNG is different from TGP

    by rdravin Dec 17, 2015 2:36 PM
    rdravin rdravin Dec 19, 2015 9:22 AM Flag

    Old American expression:
    Its always idle conjecture until shi hits the fan.

    Sentiment: Buy

  • TGP, a LNG carrrier, got wacked today, due to drastic div cut.
    DLNG, along with other LNG carriers, were smacked down 20%, due to sympathy selling.
    I think DLNG is different and can sustain its div.Why? Check Statistics - Levered Cash Flow. TGP has -148m. DLNG has +65m. Check debt levels. DLNG has long term contracts. TGP is Bermuda based. DLNG is Monaco based.
    Bottom line: hold your nose and hold your stock.

    Sentiment: Buy

  • When will ATNM be ready to submit BLA - biologig license application for approval of Iomab-B?

    Well they need only 150 patients.starting in 2016. I bet AML patients will line up for this test. This is not some dangerous Chemo therapy that knocks you out. This is a life saver with excellent Phase 2 results.

    After last patient is treated, there is two endpoints to evaluate. First, comes in 6 months to check complete remission. Second endpoint is at end of 1 yr period to check for "survival".

    So 1yr after last patient, and results will be evaluated and BLA submitted. I think h submission may be made Q3 2017.

    Note, in some medical studies, outstanding positive results may prompt premature end of test.

    We have a wait of 1.5 yr -2.0 years. Next big milestone: Partnership.

    Enjoy Xmas.

    Sentiment: Strong Buy

  • Reply to

    tax reporting

    by mysonchino Dec 13, 2015 2:45 PM
    rdravin rdravin Dec 14, 2015 1:35 PM Flag

    It takes a big man to admit a mistake. I admit a mistake. Mr divendbill is correct!

    After checking DLNG Investor Relations - Tax Treatment, I see that indeed distributions in 2014 were treated as dividends and not K-1 distributions.

    Sentiment: Buy

  • Reply to

    tax reporting

    by mysonchino Dec 13, 2015 2:45 PM
    rdravin rdravin Dec 14, 2015 8:55 AM Flag

    No you are not correct. You are in need a some investor education before you blow everything.

    LP is Limited Partnership as in MLP - master limited partner ship. There is no 1099. Distributions are not dividends.

    Sentiment: Buy

  • Reply to

    Shareholder Meeting

    by rdravin Dec 11, 2015 11:45 AM
    rdravin rdravin Dec 14, 2015 8:48 AM Flag

    My guess is if you can fog up a mirror, you can attend the meeting.

    Sentiment: Buy

  • There is a ATNM shareholder meeting this Dec 22. It will be held in Garden City, NY.
    Does anyone know about the agenda, besides voting on the proxies? Will it be pro-forma or will progress be reported? Will there be Q&A?
    Thinking of taking a ride out to the Island.

    Sentiment: Buy

  • From the ASH conference:
    said Dr. Dragan Cicic, Chief Medical Officer of Actinium Pharmaceuticals. "Based on the strong responses and safety data seen with doses of Acitimab-A above 1 µCi/kg, we are moving towards the Phase 2 portion of the trial so that this important therapeutic option can be made available to patients as quickly as possible."

    The drug is so effective that tests may be ended in mid-trial in order to save lives.

    BTW ATNM has other drugs in the preclinical pipeline for prostate and colon cancer, etc.

    Sentiment: Strong Buy

SNY
39.21-0.61(-1.53%)Feb 8 4:02 PMEST