At some point the payers will say enough, there is a 100% interchangeable bio-similar available-use it. the 3 a week will have competition come into it also at some point, thats the inevitability that they had to address with the AGN generic buy.
Might be right. They have never had direct competition on their branded cash cow Copaxone- now there is. The arrogance i see in the fact that they raised their prices twice in the last year for it speaks volumes to a market willing to embrace a generic. These guys have been fisting the MS community. The next year should be interesting.
Maui. Yeah got a ticket on the big island 2 years ago. Low speed limit also. Your Porsche will have the same problem . Lets hope things really pick up and you can buy a place on the mainland to house your car of choice. Ever think of a nice offshore boat?
Sandoz/ NVS is my answer. same as they did with Enox. Momenta figures out how to do it then they partner with production and distribution.
The CEO of Momenta said they would not meet demand as they were subject to inventory restrictions because of the patent protection. Inventory stocking is not the same as sales no funds for any inventory stocking. Mylan has it's hands full with Teva wanting to take them over. Natco is not news-At the approval this was mentioned .. If Teva takes them out doubt about any generic from them. OK maybe I extrapolated most of the numbers for qtr's and year. Dew thought this was a 50 $ stock 5 or more years ago because of Enox , still not.
Sounds too optimistic. He is then allotting the 1 and a fraction week of the quarter in which sales were able to be made at 19 mill, then extrapolating out for a whole month would be about 47 mill and then taken for a full qtr is around 142 mill, so then a years worth comes around 570 mill. Then why is this a 23$ stock? , Mind you think sales will be good and this should go higher , just not sure the market will reward it too much. Waiting to see how the Enoxaparin numbers look with the new 50/50 split. Then listen if Baxter is progressing with their trial.
Strong dollar to still impact numbers. But inverter sales numbers will show acceptance rate.
From today earnings release- Sandoz net sales were USD 2.3 billion (-2%, +11% cc) in the second quarter, as volume growth of 17
percentage points more than compensated for 6 percentage points of price erosion. Regionally, US
performance was particularly strong (+23% cc), driven by the launch of Glatopa, the first generic
version of Copaxone®
Do not know about 70, but PE is too high. given uncertainty in the space
Think the only updates to plant and equipment comes after much of the indebted companies file bankruptcy and get merged. see all the acreage that gets drilled being picked over for the most prime spots and not the number of spots. This correction/ consolidation still in early stages. Maybe by 2017. But heck take my divys and reinvest for the long run. 5 years
This has not moved down much as the rig count collapsed. Do not expect much upward movement with the small increase. Even though best of breed- think earnings will be a disappointment to the lower range and do not see much upside till 2017 if the world stabilizes glta
5% div is 40$ stock- and yes even that would be nice. Especially if rates rise in Sept, Oct , which would put downward pressure all over.
NREL is a national laboratory of the U.S. Department of Energy, Office of Energy
Efficiency & Renewable Energy, operated by the Alliance for Sustainable Energy, LLC.
Contract No. DE-AC36-08GO28308
Photovoltaic Shading Testbed
for Module-Level Power
National Renewable Energy Laboratory
Jenya Meydbray, Matt Donovan, and
PV Evolution Labs
The CEO on the last call talked about his frustration with the valuation of the company shares, given everything he saw. Now with the approval and launch of Glatopa, valuation has greatly improved and substantial stock awards are being handed out. So you cash some out and save the rest for later. That's my take.