Chen has said phone sales secondary- turning into enterprise co. If he can not secure an android phone will not make it. So if he makes it , it will be secured. That's the in for enterprises to use BLACKBERRY' S platform to control and secure data for the future.
Bet it all this, for most of solar's gains----Obama pushing for more clean energy choices for consumers( Google article)
This will be a cash cow for him. Nat gas will stay low a a feed stock for a few more years and he will profit handsomely at the distressed price he bought this for.
GS probably working with TEVA and their generic buyout. Teva stronger coustomer than Mnta . But will they change their mind if MNTA brings in 100 mill next qtr from Glatopa?
Giving the masses tools to help with Solar. Look initially good - check it out Still kinda small in Beta. Still shows owning a system better than lease for payback.
A lot of people keep talking about the Grid going down so that batteries can kick on and auto shutdowns don't feed onto the Grid to electrocute workers. I've been around only 50 years and can count on one hand how many hours the Grid quit working in the Western US. The East coast seems to have more problems with a week or two of storms, which a generator seems to be a better solution. Where are all these Grid problems?
Agree. As per CC the payers have been waiting for a more cost effective replacement ( full AP) for Copaxone. Teva raised their price too many times for there not to be a backlash, and MNTA will benefit from this , for at least 180 days or until another generic approved and introduced. See next qtr numbers around 55-65 mill / mo. net income. This will cut in to Teva's numbers, but they can hide all sorts of misinformation with their new acquisition.
After listening to the CC, not just reading it. I came away thinking it is not a leash around management's neck that Sandoz has, more like a vise on their nuts. With Rick Shea's retirement and no successor named yet , I question if they will need one- ie will Sandoz just take them out , based on a full understanding of Glatopa numbers.
Agree does not matter. Space is new but big enough for many good players. Focus on the micros the whole battery buis is late 2016, early 2017 infancy.Either the CEO is blowing smoke or as a silicon valley style co( semiconductor) this will be like Intel- took years before market believed in them. If they get costs down they will do very well. But right now stock is lousy- check when insiders take stock as bonus or buy in open mkt. Believe with flattish revenue in the coming qtr, market wants to see inventory reduction making way for 5th gen micro, before rewarding with higher price.
With the approval of Glatopa said they could not give guidance because it had not launched but the CEO was happy to share many metrics, now it has launched and the say they still can't without any metrics . Either Sandoz has a leash around their neck or these guys are not being straight with the street. Not sure witch, but find it suspect in their lack of disclosure. Maybe this is why the insiders sold a good amount of stock.
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.