Wait and see if it sinks or sails. No measurable revenue for quite a while, maybe years.IMO
Agree. But humans have a inborn flaw condition, that makes everyone want to crush everyone else that doesn't see their way. We see it in regards to religion , politics, these boards are a microcosm of hate, greed, fear and love. And we wonder why there is war. It takes a lot of work to be patient , tolerant and forgiving and kind .And it ain't gonna change.Thats sad. maybe one day it will change. If I destroy your world it will only destroy some of mine. I think the world is big enough to have many successful phone manufactures.
It is all about misdirection and we will not see all the other wrongs that government does. Corporations are about productivity of assets and workforce VS Government and inefficiency and lethargism.
Dont count your chickens just yet. The tell will be after earnings release, then you can brag or cry all you want. But their track record has been quite poor.
Speaking of the boom ' lets watch what they create for the commercial market.
Teva's patent(daily Copaxone) expires in Sept 2015, some small patents expired last May. The Supreme court decision on patent protection (remaining ) comes to the bench October 2014, it may take months before they ( the court) announce their decision. All of this is noise (slight positive/ negative). FDA approval the big big wild card here. The FDA has to at least respond to TEVA's last citizen petition around January 2015, but does not have to approve anybodys ANDA for Copaxone at that time. We will hear the same rhetoric from Momenta at their next conference and investor day that we have heard for the last 2 years. Talking with the FDA blah, blah blah nothing concrete. Caveat -FDA approvals usually come out of the blue.
Who cares, if you bought a new Iphone 2 days ago, you'll use it and not buy anything else. When you use it at work however your company will pay BBRY for servicing their network of BYOD, month after month after month.
See this as a wait and hold ( at this price) stock. An issue with the competition of generics with copaxone the big over hang here. Clarity might come with Supreme Court in October. Still think the FDA no closer to granting approval, everyone talked about a May launch -here it is Sept and nothing new.
Upon further research found "Moreover, Teva calls on Sandoz/Momenta to make samples of M356 publicly
available, so that interested researchers can apply the latest methods to further investigate
complex medicine “sameness” in general, and specifically make comparisons between
M356 and Copaxone®." this in Teva's comment to FDA on 9/9/2014. Their gene expression info irrelevant to Momentas copy- They obviously have not had anything to compare it to.
New gene expression to sway FDA and public sentiment? Will it work?-seams to keep FDA approval at bay for now
Do not think too much. The problem is the Pasadena plant. It robs peter to pay Paul ( ammonia ) do not believe management can turn it around , could they start to produce ammonia at Pasadena for their own use- heck its in Texas where there is a little nat gas. Took my lumps,GLTA
Well they lost alot of money at Pasadena , kept most of the cash they did make, next few quarters look bad, so they took all cash this qtr and gave *&%#* to the unit holders. Wow driven company in the ground- dont think I care for the next MLP this management cobbles together from the parent company.
Allways see timing of earnings as non event. Good is good, Bad is bad- one day more of trading only important for options. CC today at 1;30pm
Distributions will be down due to capital requirements, previous release said not to expect distribution of all cash available for this reason. Management has been dead wrong on past guidance for pricing and distributions.Pasadena has been an anchor, only benefit is most people pick up at facility keeping transportation costs down.