Oh....how unemon1 picks and chooses up days. True facts: unemon1's article concerning arbitrage was on 4/4 on that day MTL was $2.00 and MTLR $39.5. Six mos later unemon calling pippy out on 8/19 MTL $1.83 and MTLR $32.00. Both stocks performing the same. unemon stop picking the few up days for mtlr for a victory run. You are cheering for nothing....
More telling is unemon1's incorrect call of BK.
Unemon1 stop claiming to know it all on a day when the stock is up in Russia. Truth is, an overlay chart of mtl and mtlr since the beginning of the year reveals mtl has performed better than mtlr.
smiths77, claiming upside is easy. Back up your claims with information. If hznp sp should be over 14, why is there no buying volume????
The top 5 PBMs are negative toward hznp drugs.
Express Scripts - all three drugs excluded
CVS Caremark - all three drugs excluded
Prime Therapeutics - Deuxis T4, Vimovo T4, Rayos
Catamaran - Deuxis excluded, Vimovo excluded, Rayos non-preferred
United Healthcare/Optumrx - Deuxis T3 (E SL), Vimovo T3 (E, SL), Rayos T3 (E). Note: E category may be excluded from coverage, SL category supply limited.
Deuxis, Vimovo, and Rayos will not be able to command their current price structure and still grow net sales. It seems to me the prices of these drugs have to come down while increasing number of sales. This will offset price reduction. Increasing Actimmune sales is key during this period of adjustment (2013 net sales 58.9). The question is.... will the transition be smooth? Profit is important to maintain sp and have the money to purchase another drug. Execution is key.
I believe the aggressive pricing of Vimovo and Deuxis was the reason they were placed on Escripts and CVS Caremark exclusion lists. Although initially perturbed, I now think growing the sales quickly which allowed hznp to bank the dough needed to buy Vidara was a smart move.
Did TW say he is only going to report net sales? Will he give a break down?
MECHEL REPORTS OBTAINING FEDERAL RAILWAY TRANSPORT AGENCY’S APPROVAL FOR
OPERATING ELGA DEPOSIT RAILWAY
Moscow, Russia – August 14, 2014 – Mechel OAO (NYSE: MTL), one of the leading
Russian mining and metals companies, reports that the Federal Railway Transport
Agency granted its permission to run wagons along the non-public railway track
leading to the Elga coal deposit, which is still under construction.
According to the document, the Ulak-Elga non-public railway track, which is
still under construction, is now open to wagons operated by Russian Railways OAO
and other transport companies. The approval is valid until July 30, 2015.
The 321-kilometer Ulak-Elga railway track is currently being serviced by
Mecheltrans Vostok OOO which ensures cargo shipments, performs maintenance of
the railway track’s completed part and conducts construction work at the
railway. According to the state property registration certificate, the railway
track to the Elga deposit is 91% complete.
“Federal Railway Transport Agency’s conclusion is an important confirmation that
the railway track constructed by Mechel Group and integrated into the
Baikal-Amur Mainline structure is being maintained in a technically sound state.
Having a transport infrastructure that is ready for operation is important not
only for more intensive development of the Elga coal deposit and increased cargo
turnover, but also for successful implementation of the Russian coal industry’s
long-term development program,” Mechel OAO’s Chief Executive Officer Oleg
8:31 am Mechel Steel Reports technical revamping of mining facilities; plans to invest a total of 2.9 billion rubles into maintenance of the mining division's production facilities in 2014 (MTL) : Co reported acquiring new equipment in line with its technical revamping program for Mechel Mining OAO's facilities.
The company plans to invest a total of 2.9 billion rubles into maintenance of the mining division's production facilities in 2014 (excepting investment into Elga Coal Complex).
As part of this program, equipment worth a total of 1.2 billion rubles has already arrived at Southern Kuzbass Coal Company OAO and Korshunov Mining Plant OAO's facilities.
V has been put on CVS caremark and Express Scripts exclusionary lists, therefore, sales will be tepid ( CVS and Express scripts fill 50% of all prescriptions in the US). One thing for sure POZN is guaranteed the royalty payment. December FDA decision is the catalyst for POZN sp going forward.
The topic of drug costs and exclusionary lists have been around a while. How could TW not realize the consequence of raising the prices so quickly?
I see continued headwinds for hznp. Hznp may try many different strategies to increase scripts but in the end they will not be able stop the trend towards generics. In the future can the company make enough money to acquire additional orphan drugs?
If TW is as smart as everybody says he is, then he was well aware of the consequences of raising the prices on these drugs so quickly. Then just two scenarios exists:
TW purposefully raised the prices knowing the consequences but wanted to increase the value of the company quickly so he would have the money for an inversion as this was his first priority. Once the inversion is complete continue to acquire orphan drugs.
He wanted to make a quick buck.
Management will not buy at this time. HZNP revenue will be much less next qtr. Management may buy closer to pdufa date.