I noted that on here early this AM, volume is stable but price has been up all day while stock was down
we have discussed this many times before the shelf is not needed unless the drug is a success as they have 84 million in cash now. They only need more if they need a manufacturing facility, a staff to run it, salesforce to sell it and cash to handle situation until the revenue starts coming
THER IS NO OTHER WAY TO LOOK AT IT. The CC basically states this
I like it, good financials, nice pipeline, offering out of the way but a little pricey but who knows where that goes, I would buy on pull back to 50dma and no bad news which is about $17.50 right now. Thanks for the idea I am putting on my watchlist.
thier royalty for the last quarter sales was about 25 million for all sales US and International so I would expect it to grow some and total more than 100 mil for the year but not a lot of faith in ABBV numbers, he already softened his statement at the CC from the preannouncement
my memory was correct upon visiting Enanta website looking at the oct 2014 release it is an annual payment and it is around 10% what it says on a 3 regimin which is what Vpak is that they get 33 1/3% of 1/3 of the sales or 11.11111% so my memory was decent and my reading capabilities and comprehension above what many on here post or understand, go sharpen your pencil BOAR
i may have but then what is it on percentage, unless they have changed it it was definitely annually back when I owned it several months ago before the sell off
there was a softening there, before he gave guidance that they would still do $3B in Vpak this year now it at a $3B rate by end of year and not $3B for the year a big difference and a lower number for this year, both of which they wont meet IMO
is that some of the longs are buying into the short premise and so the shorts are winning, when you hear longs say well we will go with a =higher dose if this fails, Hell this isnt going to fail dont buy that BS OR if this goes to single digit I am going to buy more, Hell this isnt going to single digit dont give in to that BS BE more positive dont start repeating their #$%$
you are correct every day without an announcement is a long one for me, I am ready for the results and I am very long and holding. This is the best lottery ticket I have seen
you are wrong there is no game in vegas that has 50/50 odds the best you can get is about 49/51 and the odds are better than 50/50 here it can only go down $13.50 more and it can go up $300
as you know phil i am very long but I dont think this is going to turn around for a while as their earnings are not goiing to be good and they have not been able to show that they will be able to execute on the Zohydro acquisition, so we have another quarter at best to see what they can do. Sales of treximet are down and we need to see why, It looks to me that the new group of salesmen has not started yet and the training in relation to silenor and treximet seems to be detracting from the other sales force. Hopefully next quarter or the one we are in is a turn around.
i never feel I have to get in at the low i just want the middle. I was in JAZZ at 13 sold out at 18 got
back in at 56 and rode to 160, this is not what Zinc will do but the 20s are definitlely on the radar and that will be a great return at this price in the next year or so. WS trades 6 months out so by the time you see earnings improve this will be higher. They would be higher already if it wasnt for the plant problems in NC but hopefuilly this is worked out for this quarter we are currently in as they ramp up and even better next quarter.