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Avanir Pharmaceuticals, Inc. Message Board

sensiseattle 687 posts  |  Last Activity: 24 minutes ago Member since: Jun 26, 2007
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  • sensiseattle sensiseattle Feb 26, 2016 8:34 PM Flag

    Aye aye! Great product, stock will catch fire in due time. Bring on the scripts...they prove it.

    SS

  • Reply to

    weekend offer....

    by jockne40 May 13, 2016 10:51 AM
    sensiseattle sensiseattle May 13, 2016 11:16 AM Flag

    You take the loan when it comes, when you can, because the early pay penalty is so small and you never know what is going to happen. Cover the money first and formost.

    SS

  • Rilypsa Announces Employee Educement Grants!

    I had to do it, I could not help myself.

    I want to be induced, like six times. Talk about overenducement! I am the type of personality that likes it to the extreme. Extreme enducement. It would take a lot of enducing to get me to buy more of this stock right now. Drunken enducement.

    SS

  • sensiseattle by sensiseattle May 18, 2016 8:50 PM Flag

    Yeah baby! CLOWN SHOW!

    Exactly the opposite of what I would do at this point in time. Board would hire me and I would immediately fire those who did not meet mutually agreed upon objectives. Right now the objective is too low and their solution is to hire more, induce more and worry about it later. After all they just got $150 million that the shareholders will pay for!

    John Orwin, you are doing it wrong. I run better companies and I could run yours far better and I do not have pharma experience. Flat out better on day one!

    SS

  • sensiseattle by sensiseattle May 21, 2016 9:03 PM Flag

    I want to point out something that I do not get. Some here follow John Orwin's silver lining to failure. I do not really understand this, if ZS-9 gets its approval in any form it is not good because there will be another player, a competitor, educating Nephrologists about hyperK. How is this at all acceptable?

    Look, RLYP has what, a 150 sales reps? All of them working through the winter, spring and possibly summer without any competitive interference. With this in mind how is it that our clients need AZN reps educating them? My goodness, that is the RLYP salesperson's JOB! Either rep has to make contact. They have to both get through the desk nazi and to the doctor. RLYP, with an average of 20 Nephrologists per sales person, should have contact with nearly every one of these folks in 180 days. I say if they do not have 50% or more contact with the total target clients in their territory then they have failed.

    By the time that AZN is "educating" Nephrologists on hyperK and treatment you can kiss that client goodbye or take on a heck of a difficult task of getting their time for V because you, RLYP sales person, failed when you had the chance.

    When John Orwin gave a silver lining out of very serious competition coming online soon analysts, the BOD and shareholders should have been all over this. His silver lining is a justification of failure. It is his justification for not doing the hard job of hiring good people, setting objectives (minimal level of acceptable performance) and holding all of them accountable to the company, BOD, Shareholders and clients. Anyways, you justify the low scripts with it, you justify a lower share price, you justify a lower perception of value in RLYP'S overall value in this market with silver linings. I know there are winners and losers. I have never justified failure unless there was cheating. I was not raised to be OK with failing and I never took a trophy for it as that is how things work today, even here.

    SS

  • Reply to

    Seeking Alpha article by George Rho

    by eckart937 Apr 18, 2016 7:34 PM
    sensiseattle sensiseattle Apr 18, 2016 9:59 PM Flag

    Yes, in my opinion that is correct. If a deal is mid-third week in May, as I speculate it will be, they probably could be to accomplish a sale at that time. These great articles coming in quick succession support short position hedges on otherwise long holdings by the Tutes. They are going to make money both directions of share price appreciation and loss. Lot of short out there, not saying it is all tute hedge but a me of it should be. Most of it IMO. So just pound the thing and get some retail to leave. Cover. Announce buy out and everyone in tute land is so happy. Yay! We made millions more. Yay!

    SS

  • sensiseattle sensiseattle Mar 10, 2016 3:58 PM Flag

    Having an approved drug, first in 50 years, and commercializing it is extremely bad for a pharma stock. Shame on RLYP for even applying for FDA approval! They should have just kept doing clinical trials forever. Revenues are very bad.

    SS

  • Reply to

    Buyouts most ofen occur

    by wlsh81 Mar 2, 2016 11:53 PM
    sensiseattle sensiseattle Mar 3, 2016 5:22 PM Flag

    To heck with a buyout. Right now I want a PR stating that they have hired a banker (Goldman Sax) to support the sale of the company in the first quarter. That would put on a squeeze without a specific number for a target. Total chaos covering up through and past $46 I bet!

    SS

  • Reply to

    What did Orwin say today- anyone listen ?

    by dalton880 Mar 8, 2016 10:47 AM
    sensiseattle sensiseattle Mar 8, 2016 10:52 AM Flag

    There is no volume wingnut. Stock is easily moved. Nothing to do with conference IMO.

    SS

  • sensiseattle sensiseattle May 20, 2016 10:43 PM Flag

    I could manage sales staff for RLYP today and run circles around his sales staff. I wonder if they even have a quality vetting program. He must have three sales managers in each state by now. That is insane in my opinion. The staff could fill out the scripts for each doctor and still make all their sales calls at the rate this seems to be going. Anyways, I already posted real clear what I would do first 90 days doing his job. Yeah, I would be busy making us all as rich as I knew how to make us rich.

    SS

  • Reply to

    Failure to cover short position

    by antoniojr93 Mar 23, 2016 2:51 PM
    sensiseattle sensiseattle Mar 23, 2016 4:51 PM Flag

    Well, they just knocked out 5 days of share price appreciation. Sure the sector is bad, but we are twice as bad or worse. Nothing like being able to borrow a few thousand shares and blowing out all the stop losses! That couldn't be manipulation, not even close!

    SS

  • Reply to

    Its over rlyp buyout happening

    by rumrunner66 Apr 28, 2016 11:42 AM
    sensiseattle sensiseattle Apr 28, 2016 2:03 PM Flag

    Oh that is just wonderful! When? No one must know but us little people because the SP is below $20. Do you think I should take out a loan against my house, truck and tractor and load up on shares? I could put my kids college money and my retirement into stock right now and make $12 or so a share. What do you think, go for it? Ooooh another idea, I could ask my family for loans. Get a payday loan? Get an advance on my paycheck?

    So cool, we know before anyone else.

    THANK YOU RUMRUNNER! Very generous, you could have kept it a secret but you are kind enough to share!

    SS

    Sentiment: Strong Buy

  • Reply to

    Based on Bullystick's work. the BO could be off??

    by botk73 Apr 14, 2016 9:50 AM
    sensiseattle sensiseattle Apr 14, 2016 10:49 AM Flag

    Been posting same BS a long time. Proven incorrect on interpretation several times.

    SS

  • Reply to

    COMPANY DENIES RUMOR

    by trumpsuxs Apr 7, 2016 3:02 PM
    sensiseattle sensiseattle Apr 7, 2016 3:04 PM Flag

    Wholly Cow. How large is your short position.

    Are you going to start a Go Find Me account?

    SS

    Sentiment: Strong Buy

  • sensiseattle sensiseattle Feb 25, 2016 9:39 AM Flag

    And now come the analysts. Reiterate "buy", " outperform", "overweight". That is what I am seeing this morning. You buy this dip, not sell it!

    SS

  • Reply to

    RLYP has market cap of $340M after cash !

    by dalton880 Mar 6, 2016 11:27 AM
    sensiseattle sensiseattle Mar 6, 2016 12:58 PM Flag

    It is a nonbrainer but it will test the patience of many here. I want to get my basis down a bit more and then check back in 90 days. Following the daily moves is just ridiculous in my opinion, it determines nothing for at least another 60 days. We get 3-.onths of scripts under our belt and we may be able to set some sort of reasonable trajectory. Money aside as well as any financing is going to be very determinant on those same script numbers.

    SS

    Sentiment: Buy

  • Reply to

    Guide for Newbies

    by gamebirdy2001 Mar 31, 2016 1:23 PM
    sensiseattle sensiseattle Mar 31, 2016 2:02 PM Flag

    I need newbies to buy so I can sell them shares my core position. I have some really nice shares to buy, Blue Light Special deal of the week but there aren't any newbies coming through the door.

    That is a good list there but we need something up there that gets the price to go up for more than one day Gamebirdie! We need a rummor like RLYP has retained ...... investment bank to value the company and coordinate an auction to sell. That may do it.

    SS

    Sentiment: Buy

  • Reply to

    Orbimed Needs to Step Up, and Now....

    by golongin2008 Feb 29, 2016 5:20 PM
    sensiseattle sensiseattle Feb 29, 2016 11:20 PM Flag

    I give the benefit as well. Look, in a different market not long ago, 4 months maybe, that report would have been worth 3-5% to the share price up. These people would not be posting any of this. I think they have an agenda but it is not to increase the share value nor the support the company does need from its shareholders. Do they have shares? Could they be short the stock? Suggesting here to do a stock offering now or soon will hurt this company more than the money generated would help.

    RLYP has the product and the market, no matter what in my opinion, and they are generating cash in sales. I believe they will demonstrate strong growth in scripts monthly. That is what they need to access all kinds of sources for capital, if they will need to. That simple. Yes, add to your position at these prices in my opinion. There is blood in the streets, or should I say there is blood in this YMB? I am not going to put my neck out on this one but I will step a bit closer, it just does not bother me.

    SS

    Sentiment: Buy

  • Reply to

    gross margin

    by antoniojr93 Mar 19, 2016 12:20 AM
    sensiseattle sensiseattle Mar 21, 2016 1:10 AM Flag

    Well they could afford to hire 4 more high paid salespeople on the 17th. Where is the darn add in the health magazine on the coffee table at the doctor's office, AARP, or Old People Monthly? I see all these adds at the doctor's office in their health magazines. My company advertises, it is not so expensive. I guess they are not prepared for a flood of orders yet either.

    I like what they are doing. I just cannot get the costs to add up as I mentioned before.

    We should see some months though where growth is staggering in the not so distant future, May 26th good or bad.

    SS

    Sentiment: Buy

  • Reply to

    Cash burn in being overblown

    by dalton880 Mar 1, 2016 10:49 PM
    sensiseattle sensiseattle Mar 2, 2016 12:21 AM Flag

    The cash burn number makes no sense to me. It is like when we in the business I do look at an opportunity and think we know the cost but there is a ton of risk, we take the cost estimate and double it. They did not provide the strongest insight to these costs. I think they are sandbagging everyone with it. I am still wondering what that does for the company and all I can figure is in this market it would be better to sandbag it now while the stock is bottoming out than miss the number later to the high side when the share price has recovered somewhat. The last thing they need is after a decent recovery in share price they blow it with costs higher than previously guided.

    I know if I was in management in a market like this and my stock was hitting close to record lows I may be interested in throwing everything including the kitchen into the earnings report. Lastly, am I the only one on to this idea? I think not. The analysts haven't really budged. Anyone notice that?

    SS