has formed here at resistance for the last couple of weeks, with preannouncement of revenues looming and earnings coming up this base is just about to break out. for those not on board the time is running short to get this wihtout paying a lot more. Earnings and revenues will propel this to new levels.
to answer that question you first need to know how many new people are being added to the list annually and how many are being cured because until you cure more than are being infected then they will never run out. Currently most being infected are by inappropriate behavior and not by blood transfusions or dirty needles from tatooing or other non drug sources. so until drug use goes down, HIV goes away, or more are being cured than infected the answer is never. how does that fit your short thesis?? SEond question, If you are adding 50
Billion in cash to the company annually then yes the stock price changes, it wont sit there with that type of cash accumulation but then they wont let it accumulate either they will either do 1) more dividends 2) more buybacks 3) buy other companies. nothing stays stagnant so it will depend on size of dividends amount of buybacks and how well they buy other companies and what they produce as income. What you havent talked about and most analysts seem to ignore when writing ariticles is that they have one of the largest pipelines in the industry so why dont you feel they will do better than $11 per year.? Everyone seems to only concentrate on their mega hit and not on what else is happening. Will this stock ever ttrade at a 20 PE I hope not because that would mean they were speculative and not doing well again. LOOK at aapl and its PE successful long term companies have lower PEs and that seems crazy also.
lets start talking about something positive like earnings in the next week, the analysts have already moved estimates up 3 cents in lat week and I feel they are still low. With revs given we should be in neighborhood of 40 cents. This will get us down an an annual basis to a 21 PE with a phenomenal growth rate. This should rally this to new highs. I sent my suggestion of looking at a private biopharma to IR hopefully they look at it and can do something with it. no porblem if it doenst pan out as I am sure they look at a lot of firms.I hope they have a back up to depo. If not actimume should do us well in coming years. There are lots of biopharma who would be willing to sell rights to thier drugs for cash when approved and we have a very clean balance sheet..gltal
my first venture into BBEP was in 2009 at $7.50 since that time it has been very volatile, I dont know how you could be a very long time investor ( say more than 4 yrs) or you would realize this. In 2010 I got out at 20.50 and for over a year took heat for saying the stock had topped and it was time to sell which must have been when you got in. The writing was on the wall for a long time that a break was coming but no one could have predicted the break we got. It seems like you invest backwards buying at tops thinking things will continue forever. and then wanitng to sell at lows. You need to reevaluate your investment perspective and I mean all of these comments kindly. I reentered this at 7.50 and have my average price now just above 7 by a few cents working on getting it a little lower. This is the time to add not to sell IMO. Just buy put it away with a notice to look at it again when it hits 15 to evaluate where it looks toppy and see how things are. For now just collect the distribution and wait.
anyone that read that article realizes that that was one of the worst written analysis that they have seen, the writer was way off line on every point in the entire article, 1) listed 10 companies to go broke in a week 2) stated that oil would double by year end. didnt do any dd and realize that BBEP was making enough off of oil collars to be cash flow positive through 2016. that was one of the laziest written hack jobs i have seen in yrs.
k9uwa, I will say that one week ago I had not heard of either of these companies and several days ago a good friend of mine that owns BRLI said it was getting bought out and premarket was up big. I decided to do an arbitration on it by buying 4800 shares of BRLI and selling 132 contracts of dec $15 calls on OPK but today at the low point on OPK I decided to buy back 1/3 of the calls so I could own some OPK because I did go to the board you espouse and enjoyed reading and learning more about OPK and I do believe that the 4400 shares I end up with for almost free will continue to go up greatly as this deal matures and things are worked out. I think the tests that OPK has will become very profitable with the sales force and staff of BRLI and will make all holders lots of money. As far as dilution, it really doesnt exist except in peoples minds yes there will be 77 million more shares so now 540 million OPK but it will be a much bigger company that will be profitable by the end of 2016. As so many have stated Dr Frost is heaviliy invested in this and has more knowledge about what is going on than any of us and he is planning on this making him a lot of money and I am just along for the ride.
ty, jj , you get lucky some of the time but I watch stochastics and it was about time but could have held off for a few days but as it was it was the bottom exactly on that move and the shorts would have been wise to cover there as we are now $3 higher in 3 days with new highs and approaching my 3 bag price but I am waiting for a 5 bagger or 6 bagger as I believe 80 is makable in next 2 yrs. as do many on this board that have been here longer than I. I spent yesterday putting 100s on ignore on another board so I could get the trash off. Nice to hear from you. When it gets to 80 a bunch of us need to get together in Hawaii and buy PB abd Mike a few drinks and get some sun.
actually i sold 5k shares of gild 3 days ago to take advantage of this sell off in hznp just waiting for the right moment to add more In a way I already have as I bought 6k shares of DEPO this week with some of the funds. and I will be able to trade it in for HZNP by end of year.
You need to do a little more DD. If you go back over a year and read all of her posts you will find she stated she was long on this stock and lost a bundle which then she recooped on some shorting but covered over a month or two ago. Because she gets one thing right and then posts it 1000s of times does not make her an accurate person to follow. I like people that are 60% or more correct on many ideas not a person that is wrong 80% of the time but posts continuously on her one success. If you continue to pump her you will find that all those that have her on ignore will be adding you to their list. Yes I know you dont care but if that were true you wouldnt be posting at all.
If you keep bringing him up then you are validating him and you too should be placed on ignore this is the HZNP board not he corvette bd. One more post about him and you are on ignore.
they dilute so instead of 450 million shares there will be 527 million shares but the dilution brings with it 930 million in revenues and 58 million in earnings annually plus any cost savings
PATIENCE for those that cant spell and patients for the doctors to treat but I agree I have been doing this for 50 yrs and never saw anyone get top and then buy back at bottom nor would I try. I just want the 80% in the middle
looks like the hostile takeover by TW was a mistake, the stock DEPO is now 10% plus over his offer. This is not going to happen IMO. Lesson learned moving on would be my suggestion at this point. If anyone is spanking anyone it looks like DEPO bd is doing the spanking as stock is well above what TW offered. To make an offer to exceed todays price only substantiates that the BOD of DEPO was right and there was a mistake in taking the offer public by alienating the BOD. Had the price hovered below the offer then TW would have been right in going public. This was a serious error.
then take your own advice and quit posting about him, IGNORE him completely. I am starting to place people that mention him on ignore.
at this point rev growth is important and what is coming in pipeline rather than a rev miss, good guidance and upbeat news on 4K will make this go up. I was impressed to see that all analysts feel merger goes down and closes next quarter.
no i dont think so DEPO s BOD is convinced not to do so and it would take more money than TW is willing to pay, he will go elsewhere if this cant be taken to a vote in next 4 months. He will not sit still that long or spend that much effort, his hostile offer is hitting a brick wall. It is sad for the depo stockholders as this would have made them a lot of money both short and long term. Even if they grow as rapidly as HZNP they do not have the tax savings or synergies they would have had partnering with us.
I would add Zacks to that list of idiot analysts, it is nice to get mentioned positively but I dont give Zacks rating system a high level of confidence to accuracy. It isnt like they have an investment group that gives credence to them or makes investments based on their research like some of the other analysts.