It is time to double up. Playing on the fears of people is how the Goldmans and the hedge funds make their money. These analysts are so good they can estimate to the fifth decimal what the year end revenue would be. Sodastream says around 54 million, and analysts say 54.89925 milllion. And Stifel downgrades it because of the huge shortfall!! Gimme a break! Sodastream has lots of countries and room expand and garner revenues. Mountains of plastic trash and cans are unsustainable in the long term.
This company's management delivers surprises. Negative ones. One after the other. They need to stick it to the shareholders again with dilution. It's time the management started producing some results. Don't blame the FDA or the VRBPAC. This management needs to wake up and get with it.
This is one lousy company with managers with questionable competence. Pumped up the company at Biotech analyst conferences, and in the press. After having been denied once because of one adverse event, they should have had enough foresight to make sure that FDA and VRBPAC preconditions would be met in the concluded Phase III. Got blindsided by VRBPAC, and then management had no clue as to how to proceed. After a year of no action, now the pipeline is at the starting gate again!! Market reward has been to knock the stock price down by 75% in a year. Dynavax management, let's see some positive results and news.
A solid plan has put forth to move forward. This should remove the uncertainty cloud that's been hanging over the stock for sometime. No serious adverse events have been reported after one year from the previous P III studies. So we can be cautiously optimistic that none will be found in the new study. The stock will move forward as the study begins and periodic reports are released on safety and efficacy.
Another day of nothing -, no news of any plans or action from Dynavax. A good question - what have the management, 160 employees, and high-priced consultants been doing for the last year after the FDA panel meeting in November, 2012. Anything to report other than the fact they have burnt enough cash, and possibly need more dilution while we play this waiting game.