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Cepheid Message Board

stellardad 10 posts  |  Last Activity: Jul 23, 2014 1:04 PM Member since: Oct 2, 2009
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  • stellardad@pacbell.net by stellardad Jul 23, 2014 1:04 PM Flag

    Here I am getting all bent out of shape concerning the price of the TB cartridges.

    How could I be so dumb?

    I forgot we got a Harley out of the deal.

    That makes it all better.

  • Reply to

    Back To The Table 2 !!!

    by jimwadin May 15, 2014 12:02 PM
    stellardad@pacbell.net stellardad Jul 22, 2014 1:37 PM Flag

    Give me a break! Of course management reads this message board. They may not read it every day. Most likely someone from marketing is assigned to read it and report back to higher management. If you can weed out the trouble making posters, and that should be easy to do. Even , or our most likely message posters could do it also do it for them, or any of our more - long time - positive posters. All of us know who wears the white hats and who is wearing black.

  • stellardad@pacbell.net by stellardad Jul 18, 2014 10:08 AM Flag

    I'm all for compassion. But there is also a duty to maximize profits. If you have really, the only machine that can work in the South African environment, I think Cepheid reads this board and usually one person assigned to it and if anything that could make common sense, than that information goes upstairs.

    I really like J Bishop, but I'm very concerned about my retirement and I think Mr. Bishop should be starting to look at what kind of legacy he will leave behind. Should this company be sold. I'm thinking so, yes. I think they need to accelerate the number of new tests coming out. Forget about the $7 cartridges, as JB said they did in one certain sale.

    We have people in Washington DC. Lobby the congress to get something started re price increases.

    Back when the TB program was first announced, JB said something about keeping the TB sales "separate" from normal business, so the companies efforts could be kept for normal commencial business and separate that balance sheet with a second balance sheet.

    How about splitting TB, Maybe form a new company to further separate the two parts of Cepheid portfolio of tests?

  • stellardad@pacbell.net stellardad Jul 18, 2014 9:21 AM Flag

    And the true price of the cartridges is about $34, if I remember correctly. That's about a 70% price reduction.

  • What the questioner wants to know, and hear you say, that you screwed the company on the compassionate pricing. To Back to the TB program guys and demand a price increase. Selling that many systems and no move on the profitability line, the company looks foolish. There is nothing sinful about admitting you made a mistake and ask for price concessions.

  • stellardad@pacbell.net by stellardad Jul 14, 2014 5:35 PM Flag

    Why Cepheid (CPHD) Might Surprise This Earnings Season
    July 14, 2014

    by Zacks Equity Research Published on July 14, 2014 | No Comments

    CPHD
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    .

    Investors are always looking for stocks that are poised to beat at earnings season and Cepheid (CPHD - Analyst Report) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.

    That is because Cepheid is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings—with the most up-to-date information possible—is a pretty good indicator of some favorable trends underneath the surface for CPHD in this report.

    In fact, the Most Accurate Estimate for the current quarter is currently at a loss of 9 cents per share for CPHD, compared to a broader Zacks Consensus Estimate of a loss of 13 cents per share. This suggests that analysts have very recently bumped up their estimates for CPHD, giving the stock a Zacks Earnings ESP of 30.77% heading into earnings season.

    Why is this Important?

    A positive reading for the Zacks Earnings ESP has proven to be very powerful in producing both positive surprises, and outperforming the market. Our recent 10 year backtest shows that stocks that have a positive Earnings ESP and a Zacks Rank #3 (Hold) or better show a positive surprise nearly 70% of the time, and have returned over 28% on average in annual returns (see more Top Earnings ESP stocks here).

    Given that CPHD has a Zacks Rank #3 (Hold) and an ESP in positive territory, investors might want to consider this stock ahead of earnings. Clearly, recent earnings estimate revisions suggest that good things are ahead for Cepheid, and that a beat might be in the cards for the upcoming report.

    Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

    Sentiment: Strong Buy

  • stellardad@pacbell.net by stellardad Jul 12, 2014 2:08 PM Flag

    Software Test Technician
    Cepheid - US

    San Francisco Bay Area - Jun 24, 2014


    Cepheid - US
    Staff Software Engineer - R&D
    Cepheid - US

    San Francisco Bay Area - Jul 1, 2014


    Cepheid - US
    Staff Software Engineer - Applications (Java)
    Cepheid - US

    San Francisco Bay Area - Jul 1, 2014


    Cepheid - US
    Software Test Automation Engineer
    Cepheid - US

    San Francisco Bay Area - Jul 1, 2014


    Cepheid - US
    Sr. Director, Quality Systems & Regulatory Compliance
    Cepheid - US

    San Francisco Bay Area - Jun 25, 2014


    Cepheid - US
    Global Indirect Procurement Manager
    Cepheid - US

    San Francisco Bay Area - Jul 9, 2014


    Cepheid - US
    Senior Process Engineer
    Cepheid - US

    San Francisco Bay Area - Jul 8, 2014


    Cepheid - US
    Director, Process Engineering
    Cepheid - US

    San Francisco Bay Area - Jul 8, 2014


    Cepheid - US
    Master Scheduler
    Cepheid - US

    San Francisco Bay Area - Jul 2, 2014


    Cepheid - US
    Senior Software Engineer
    Cepheid - US

    San Francisco Bay Area - Jul 1, 2014


    Cepheid - US
    Field Service Engineer
    Cepheid - US

    Baltimore, Maryland Area - Jul 1, 2014


    Cepheid - US, Remote - Sales
    Field Service Engineer
    Cepheid - US, Remote - Sales

    Greater Seattle Area - Jun 30, 2014


    Cepheid - US
    Senior Software Engineer (GUI)
    Cepheid - US

    San Francisco Bay Area - Jun 26, 2014


    Cepheid - US
    Senior Software Engineer (Embedded System/Firmware)
    Cepheid - US

    San Francisco Bay Area - Jun 20, 2014

    Sentiment: Strong Buy

  • stellardad@pacbell.net by stellardad Jun 19, 2014 9:18 AM Flag

    Todays new about collaboration with major drug companies to make assay to detect bacterial infections.

    Also, did anyone catch it, Mondays news about a new assay included detection of the NDM bacterial infection.

    This company is really with it. (except for their ability to negotiate deals. Lets hope they did not give away the farm on this newest deal.

    Sentiment: Strong Buy

  • Reply to

    Back To The Table 2 !!!

    by jimwadin May 15, 2014 12:02 PM
    stellardad@pacbell.net stellardad May 26, 2014 11:19 PM Flag

    Could not agree more, Jim. Renegotiation is not a sin, all parties have to be happy with the TB deal and Cepheid's giving has far outpaced the reward of the program.

  • stellardad@pacbell.net by stellardad Apr 25, 2014 11:50 AM Flag

    Cepheid has sat at the same table with Bill Gates negotiating pricing for GX systems and cartridges, to eradicate TB. Gates is the same cut-throat businessman that beat up on IBM, among others, to get to the top. So where does Gates have the right to squeeze Cepheid! And why is Cepheid not fighting back and demanding all parties back to the table, to renegotiate pricing. Why is Cepheid being asked to sacrifice in a manner disproportionate to what other companies do to make our planet a better place.

    Shareholders should demand this of the company!!!!!!!!

CPHD
40.55Jul 24 4:00 PMEDT

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