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Sarepta Therapeutics, Inc. Message Board

simp08801 206 posts  |  Last Activity: 3 hours ago Member since: Apr 10, 2000
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  • simp08801 simp08801 Mar 12, 2015 9:52 PM Flag

    dear easy

    I have no calls or puts

    I continue to be a "naked long and pray investor", or as I even more like to call it, "a razor blade lottery ticket investor"

    oh, wait, I meant naked short and pray investor!

    more importantly, the idea that one needs to be most and max objective when one has humongous net long positions is not only dumb, but is a also crime against nature's grandmother

    I believe np fits this tom foolery perfectly, which proves me (and johnnny8778) right that he is a complete dooooosh

    in conclusion, we all know that ostrich head in da sand long investing is foolproof

    as to your last question, its 80 and sunny poolside in Pluto

  • until gris had the audacity to dispute my claims (or at least my confirmation of the claims of others) that me and star are the same person

    and then, the dagger in my heart was gris' suggestion that me and np are the same person

    my official position is that np is a dooooosh, and my friend johnnny87778 agrees with me on this

    all in, I am very hurt by all of this

    but not hurt enough to change my view that "mid 2015" appears to mean "by August 31, 2015"

  • simp08801 simp08801 Mar 12, 2015 1:30 PM Flag

    I am currently short 114,600 shares of srpt

    this should explain my behavior as you perceive it, perfectly

    bravo, rats, you sleuth

    I shall now go find a job, on Pluto, while we wait

  • Reply to

    SRPT

    by capntrps Mar 10, 2015 2:51 PM
    simp08801 simp08801 Mar 12, 2015 8:45 AM Flag

    winter

    future srpt dilution is a given, absent real partnership or buyout

    and it will further cap the upside if all goes right here

    but from 14 bucks, there is still big upside even with the dilution factored in

    it mattered more at 50 than it does at 14

    dilution is not my worry

    blowing the nda and not filing by end of august is my worry

    hello single digits if that happens

    company must make the nda filing, and the sooner the better

    fda pre nda meeting loooooooooooms large

  • Reply to

    I am Emotionally attached to the Stock

    by kgrichard5 Mar 5, 2015 3:25 PM
    simp08801 simp08801 Mar 12, 2015 8:36 AM Flag

    I too seek comfort in our hour (actually up to 3000 hours) of news darkness

    I have emotionally attached myself to the Planet Pluto

    hold on tight

  • like in as many as 4 months

    I expect the state of psychosis on this board to accelerate with each passing day

    do not forget that "mid 2015" was shiftlessly defined by the CEO to actually be by "end of august"

    in big pic, this may not matter much

    but when you are in crossing lines through the calendar mode, I would extend your calendar past june 30

    ...

  • BAKER WAS $40 MIL OF THE $52 MIL AMRN PRIVATE

    read those tea leaves

  • form 4 hit last night

    some of the options he flipped were for pennies per share

    as long as our friend nekkid still says 4.75 I am remaining positive

  • Reply to

    The ETEP NDA Package By End Of June

    by kgrichard5 Mar 9, 2015 10:17 AM
    simp08801 simp08801 Mar 9, 2015 4:24 PM Flag

    kg

    IMO, if you take the totality of the ceo's public words, he is defining "mid 2015" to mean by the end of August 2015

    I would not summarily assume "by end of june"

  • Reply to

    Patent vs. China?

    by readbtweenthelines Mar 6, 2015 8:31 AM
    simp08801 simp08801 Mar 6, 2015 12:47 PM Flag

    The China opportunity is IMO, bigger than the patent issue by some order of magnitude

    the risk/reward on the stock, at current price levels, is waaaay out of whack to me

  • all the rest, its just normal #$%$

  • Reply to

    time to remember this Q3 results quote

    by simp08801 Mar 5, 2015 9:48 AM
    simp08801 simp08801 Mar 5, 2015 4:04 PM Flag

    its not about a monopoly

    its about a royalty fee arrangement to honor a valid and enforceable patent

    typically these are in the range of 3 to 7% of sales

  • Reply to

    THE BEAUTY OF THIS PRESS RELEASE

    by bubbizix Mar 5, 2015 1:36 PM
    simp08801 simp08801 Mar 5, 2015 2:49 PM Flag

    yes the devil is always in the details, and in most instances, the zix details have sucked over the years

    but this could finally be different

    I believe it common knowledge in the industry that Cisco has has multiple dozens of larger scale secure email clients (the kind zix has has generally be unable to get) using its Ironport offering

    Most of those contracts are at least 5,000 user types, with many waaaaaaaaaaaay over that

    the trick will be how many of those existing Ironport customers convert over to the new offering

    my guess is at least most of them

    as for the money, I assume there will be a per seat price, like there is now, and zix and cisco will share in that price (similar to what happened with Google before Google got f'd up)

    we are all guessing here

    but my guess is that this is the first thing I have seen in a looooooooooooooooooooong time which could actually FINALLY materially move the NFYO number

    Zix 2014 NFYOs were $9ish million

    a full ramp on Ironport could move that number by 50ish percent I suspect (i.e., guess)

    bottom line: it looks quite real to this mullet

  • simp08801 by simp08801 Mar 5, 2015 12:37 PM Flag

    I suspect the size of the ZixDirectory will take a flying leap when all the Ironport users are populated into it

    Having Cisco be the face of the marketing effort is a major plus

    IMO, this is the best and most real pr from Zix in years, and should definitely increase NFYO totals quite quickly once the offerings are up and running

    and imagine if with this, the Google sales become real again

    yikes Zix will almost be real!

  • simp08801 by simp08801 Mar 5, 2015 11:51 AM Flag

    That is a good pr

  • they both point to a resurgence to 96

    mullet comeback of all time

  • "During the quarter ended November 30, 2014, the inter partes review proceedings before the U.S. Patent and Trademark Office (USPTO) regarding certain claims of Neptune's '351 composition of matter patent took place and a decision is expected to be rendered by mid-March 2015. As previously announced, Neptune's royalty bearing license agreements with Aker BioMarine and Enzymotec are dependent on the outcome of the USPTO review. Neptune continues to believe it is well positioned to prevail."

    today is March 5

    IMO, this is a neutral on loss, major positive on win

    if USPTO rules against nept, this just means that nept is now like it has always been ... selling its own product in a growing market with its competitors, so its success is based on its sales success

    but if ithe USPTO rules for nept ...

    well, then nept also gets paid every time a competitor sells krill in the US, and its success is driven by its own sales AND THE US SALES OF ITS COMPETITORS

    based on past history, USPTO will most likely issue its opinion within next 10 days at the latest

    this is currently a sleeper

  • Reply to

    a rare gift

    by simp08801 Mar 4, 2015 8:04 AM
    simp08801 simp08801 Mar 4, 2015 4:09 PM Flag

    dear copp

    I am not engaged to be married to myself

    piney is a different person

    we are one in our hearts, but physically, we are two different people

    I have already admitted to you that me and star are exactly the same person

    if it will make you have a better day, then I further admit that me and winter are the same person too

    but winter has not agreed to also be star, to the best of my knowledge

    its an identity mess

  • Reply to

    a rare gift

    by simp08801 Mar 4, 2015 8:04 AM
    simp08801 simp08801 Mar 4, 2015 12:17 PM Flag

    winter

    the $9,508 purchase, at $11.81, directly from the company (and materially below the market price the day he bought), was, IMO, a cub scout attempt to gloss over the enormous option award he received

    and I view cub scout behavior as more ridiculous than I do callous disregard

    there are some who take the position: BUT HE DID SPEND HIS OWN MONEY TO BUY STOCK

    true

    just as true as when I say, I OWN APPLE, NOT THE STOCK, BUT THE ACTUAL COMPANY

    he is a clown on a certain level

    I can feel it

  • simp08801 by simp08801 Mar 4, 2015 8:04 AM Flag

    the ability to turn an insider stock buy into a negative is a rare gift

    CG has that gift

    drown yourself in a mountain of new options priced at level that personally immunizes you from the entire preceding 18 month stock price drop

    then, do a miniscule purchase, not even in the open market, but from a company plan, at even a material discount to the current stock price

    does this have anything to do with the company's future prospects?

    nope

    but its grade A evidence that the ceo is detached from reality and is a complete doooooooooosh

SRPT
13.21-0.21(-1.56%)Apr 27 4:00 PMEDT