Launch still months away- price action seams to show this fact. I went and listened to the oral arguments Momenta made to court of appeals case number 14-1274. Very, very weak in my opinion. Doubt very much anything from Amphestar or early resolution from Teva. JMHO With that said September will be nice.
Copaxone approval and 6 other bio similars in devel- how much are those products worth let alone the science to continue to develop,( Novartis and Biogen ) think this would become bidding war..
Sandoz is also having to come to grips that their oral MS drug might take a hit on this launch- they make 100% on that not a 50/50 split with another co. I'm sure this will affect price points.
So you heard that also ( holding off on 3x scrips) that made me smile. They did lose the fist court case- they won on appeal-then that was sent back to the appellate court from the Supreme court. Which is where we are now.Even though the solicitor general said they would probably win- its still a horse rase.
guidance going forward was more than cautious. Future filled with more if ,and, or but's than clarity. This drifts lower for quite a while. Might hit single digits again IMHO will add more then. Focus of Q n A session put a lot of questions about the Walmart contract.
CAn they model revenue and earnings correctly? think this has too many variables and they will not do a very good job. Already been warned that demand might outstip supply due to litigation constraints. Momenta has not (IMHO) been really good at the legal stuff, so not banking on an appeals court ruling. Teva kept this at bay for 8 years, hope I'm wrong, but think they will prevail till Sept. Then this is a cash cow for the company.
See that they have a B of A presentation / Webcast set for the same day. Guess they will present same info as the abstract release. Should be interesting to listen.
Win: If this reverses to any extent- It just might shove that report back at Bof A. The market will still have to cover the shorts and with 100 mill + in revenues coming next qtr and things looking good for all current users ( since inception) of their product to just plug and play a storage solution add on. listen to the Baird conference this morning. The storage solution is not paired to one battery chemistry if science comes up with a better battery chemistry - we can easily switch and bring it to the market . Do not know about a huge Li ion plant.
Yep 74% increase in micro inverter sales, 50 % revenue increase from 2014 -2015 q1-- absolutely Doomed. Vivant just sources from 3 suppliers Enphase still one of those. This is the summer sales event on share price.
Looking at guidance as compared to 3rd qtr last year, and how conservative this co is. Think I will stay with it .
Wow thats a little over the top positive spin. Have to wait and see if they earn anything. Still no launch date.Oh wait Sept 1. If all else fails
I sure don't know. Obviously if it holds in the morning ,someone had to get in or had to close their short and did not care about price. So thats the obvious answer. But if good news does come those that praise the Enphase systems.as cost effective and reliable will see it as a vindication.
by Jeff St. John
April 14, 2015 Looked at this again and ,wow Enphase assisted HECO gig time. Did not get compensation by showed utility value of their product. Other utilities surely will notice.
Craig specifically mentioned the indian companies compound as not meeting equivalence, I think thats the formulation being used by Mylan. Let me know if i'm wrong. So could keep others out for quite a while.
Yep. Not saying the drug does not show promise. Just being impatient for triple digits:)
Don't misunderstand tomorrow could be bad earnings, but they only give 1 qtr guidance and that was not bad. Not like prognosticating for a whole year and then missing. I'm looking at sales of the c 250 and how that plays into their O + M strategy The market believes in Teslas strategy of batteries. so being a competitor in that space seems good to me.