Stock prices can be just as much as a predictor of events to unfold 6 - 9 months from now, as well as a hidden gem until the market really wraps its head around its potential. It's always above or below its fair value. Big money managers, like Blackrock, seem to "get it." My bet is that it would it rise above fair value, whatever that may be. Now, how does one establish FMV? I have no pretentions to establish that, but my bet is that the broader market has no idea about ARNA's true potential. But I can't wager a timeline for PPS over the next 3 months.
200 reps added by the of Dec, minimal 1 month training; then out in the field setting up appointments by the end of January; and significant increases will appear by the end of February and beyond. And this increase is staggered because the reps are not added in a single swoop. Be patient and you will be rewarded.
Sometimes I think people have a "enter" button mentality. Just because adding 200 reps are certain, the sure results will come about gradually over time.
And of course, we have advertising coming to push Belviq along.
Sentiment: Strong Buy
In one of his charts, he compares ratios, and one them is PEG ratio. Arena is 3.78, VVUS is -0.09 and OREX is 0.54. When this ratio is used in certain situations, a lower ratio could be a better buy than a higher one. The PEG ratio is not appropriate for measuring small pharmaceuticals for *unseen* high future growth. The PEG ratio is for five years expected! So, what is 5 year's expected earning growth? Let alone one year? He could never answer these questions, not for ARNA, not for VVUS and not for OREX. The posting of any ratios should be trashed.
BTW, where did this rumor that Esai would start TV ads beginning New Years day? Funny how a simple rumor becomes a fact in the minds of many. It reminds me of a tot strapped to a baby chair banging for more food.
Sentiment: Strong Buy
Oh great...doctors with enough time on their hands to stay glued to TV waiting for Belviq ads to roll by. It's a good thing that impatient posters are not running Esai.
Sentiment: Strong Buy
Esai would want the 400 reps handling Belviq to meet with as many doctors as possible in order to drive sales. But if the TV ads came out pre-mature, patients would ask their doctors for a prescription and the reply from the doctors would be to find out more about Belviq from the reps before giving out a script.
Your idea of a modular resin collection facility is intriguing. I wonder if the methods employed by this facility are protected by trade secrets or patents.
I really appreciate the knowledge and insights by participants on this board; a breath of fresh air compared to bickering and misleading posts found on other's board. By April of 2014, longs will be sitting of gains that will continue through 2014. Of course, I'm not the only one that feels that way.
I'm in for the same reasons you mentioned.
"Finance Minister Guido Mantega said the gradual recovery of Brazil's economy will lead to increased growth and improved private sector accounts results in 2014." WSJ 12/11/13
Spot fuel prices have moderated since August. Contracting periods going forward can only benefit.
I agree with your assessment. If the transcript is accurate, these people should not represent the public company. Send them to the back-office, but please don't let speak on the company's behalf. The BOD should definitively take this issue very seriously. I need to educate myself as to whom comprise this board.
I'm sure by now that everyone realizes that investor sentiment over Greece has changed for the better. Don't pay attention to the day by day volatility - nor the posts by clueless trolls and short hyenas on this board. This is also Mark Mobius advice, which you can read on the recent CNBC article:
"Many market experts agree that, given base case scenarios and avoiding extreme eventualities, most Athens shares are massively oversold and the upside could be significant. There will be volatility but the trading orders, whether buy or sell, will be directed at a wider range of stocks since 10 stocks are now on the MSCI index. That alone should lift the Athens Stock Exchange out of its lethargy."
"Brazil has decided against opening more routes for foreign air carriers for next year’s World Cup, certain it can handle the millions of sports fans who will use airplanes to get around South America’s biggest country.
In an interview with The Associated Press, Civil Aviation Secretary Wellington Moreira Franco said the idea of expanding routes for foreign carriers “was never considered.” Moreira Franco said that Brazilian carriers can handle the load with 600,000 foreigners and more than 3 million Brazilians expected to head to matches."
Gave you thumbs up for this find. Could you point out where I can find this? Googled this with no result. Thx
Can't believe his timing...and his sophomoric, laughable Zack's post. I think perhaps that they trade "writers" back and forth with Motley Fool.
Remarkable behavior; didn't need bark for this result.
I agree you on the PPS comments. A good portion of my position is in a qualified account and with the big hurdle overcome, I can just it leave there for the long term.
3x average volume generated after today's news. I expect some follow-through tomorrow, but who knows?