Do not see bubbles at PCLN. comparing with EXPE, TRIP and AWAY, PCLN looks the best in regards of PEG, forward PE values. Real gold should shine eventually.
Definitely NOT. The company has lost 5 months without complete anything. Also, the cash of 5 months has been wasted. However, the company has to keep them at least at this moment to get the holding lifted. After that, the company should consider re-org so as they will not make the similar mistakes again.
AMZN is a tech company. WMT is not. WMT is just a supermarket retailer. AMZN has wide variety of new technologies. It invests heavily in technology. If you think AMZN is just online store, it is wrong. It competes with Google, aapl, Oracle, netflix etc.
I guess the company is selling stock again. See the volume. The management team of this company is huge disappointment.
According to an article this morning. Burger King just snapped a canadian chain to grow its market share.
What can MCD do? Only to snap another chain like CMG.
SV of Dev was forced out at end July, so it is supposed to start the data collection and arrangement again from August with the help of Dr. T (along with the data from Mayo). Giving 3-4 months (as it needed for Mayo), we might see the response from FDA as early as December.
All the delay should countable to mis-management of the company.
You sounds like never investing. I tell my true opinion or feeling. If I know too much a company that might be insider-trading. But from the performances of company I can compare it with competitors or similar companies. What Icahn did is to influence the management to do the right things which benefit everyone (except shorts). You act like a Ostrich after you bought in a company but help none.
I own quite a lot but I do not like the management. I also own ebay and expressed my opinion on spin-off of paypal since ebay has the management issue also.
I do believe geron should restructure the management team, and hire new talents to the company (Like Dr. T) otherwise it will be a disaster to the investors. The main issue is that it does not have the right person to do the right job. Think about why SV of dev was forced out. He probably is just the victim of the wrong doings of whole management team.
Bad trail design, lack effective data collection and slow response to FDA request and worst of all worst IR (no timely communication with investors).
This company transformed from gene therapy to pharmaceutical company. It still lacks expertise in drug development. Will see if Dr. T will help it out on this aspect or not.
The management is acting like killing a good drug candidate.
There always exist things for people to worry. But life is keeping going on.PCLN grow for 200 to 1370 since 2009, how many things to be worried during this time period? Countless. Just be patient.
If things are so obvious, how Geron management still could get all the info and data for FDA? Five months already passed since the holding started.