Antares Pharma Inc. Message Board

batterupbymandm

One more (final) comment on this analogy:

Do you still have the clothes you bought on sale ?
Have they gone out of style? Did you tear a hole in
your pants ?

If the answere is NO:
If you got value for your purchase and are using and
enjoying it - You Win...

With a stock - They are not to be enjoyed, They are to
be a vehicle to earn you a profit.
While one can overbuy shirts - (Why own more shirts
then you need or can wear) ?

Stocks are different.
One can not own too much of a good stock (which does not
mean one should overextend - I mean by that - own as many
shares as you can afford) - -
Also clothes wear out - Stocks (as long as the company is executing
is getting better - not wearing out) - -

ATRS stock will come back - your purchases will seem like you
got your shares at Filene's Bargain Basement in a few months.

GOOD LUCK

Sentiment: Strong Buy

newbiemike123

If the newb part of your posting name is because you are
"new" to investing-

You are smart and a quick learner.

What you post about trampling each other to buy a shirt "on
sale" - yet when a stock goes "on sale" many people are quick
to sell - rather than buy - with the inference of how silly that
is....

Individual investors are - for the most part pretty dumb. I
once read the average individual spends 3 or 4 times more on
research on which refrigerator to buy - Than he/she does in
evaluating their investments.

BUT AGAIN - For the smart investor - this is good news.
Investing is a competition - someone wins and someone loses.
When you are competing against dumb or lazy competitors -
You should win far, far more times than you lose - and that
is how people get rich in the (small cap) stock market.

Taken from my 4th. paragraph about individuals being dumb.
The same does not go for institutions. Their analysts are most
often very successful veterans from businesses in the industry
they cover, with graduate degrees, and years of experience.
They are paid very large salaries to be right- and most often
they are.

With institutional ownership of ATRS at 50% or more - this
is who we should take our cue from - and not from those who
bluster - either out of ignorance or with a hidden agenda - why
ATRS should not be bought - held and accumulated.

GOOD LUCK

Sentiment: Strong Buy

Jab:
As opposed to "don't mind you chiming in" - Your thoughts and opinions
are one of the spokes in this wheel -- and make it turn and move forward.
Ours might seem like "A mutual admiration society" and, indeed, it is....

I am confident that anyone paying attention to us - will prosper.

But nothing we can say will remove the fact that the stock has under-
performed for months; and some here are under-water with their investment.

Those who are in early - like us - and watch the stock hourly,
(as opposed to those who just check the price year over year); sometimes
lose sight of the fact that we have already booked a very large paper profit-
But since we have been stagnant (to down) for some months - and are well off
our highs - and very well below where we think we should be at this point-
We feel pain.

The only remedy for this pain is a significant rise in share price.
That will come from the awareness, that in the very near future, there will be
millions of patients who will, in fact, be benefiting from ATRS' efforts - and
paying a price for our "better mouse traps" - (as you have called it) - which
will cause our stock to rise very significantly.

It is difficult to urge patience when we drift lower - especially like today in
the face of good news.
BUT the market is not for wimps or those who fail to do their homework. It is a highly competitive marketplace - where for every winner there is a loser.

ATRS' strong and long holders will benefit mightily - others will be the "puppy
dogs who always have their noses pressed against the glass" and wishing that
they had heeded advice such as yours and mine.

GOOD LUCK

Sentiment: Strong Buy

clawsmeister

I am not responding directly to your recent post because I think your post
lacks credibility- and probably lacks good intention.

But to the message board:
ATRS has gone from a highly distracted company - With no focus and a very
large burn and no launched products - a lousy balance sheet - low sponsorship-
and a reasonable risk of failure.

To a highly focused company - with growing and sustainable revenue which
will serve as an underpinning for a company rapidly developing from a
licensing company to a Specialty Pharma Company -- With products which will
almost certainly gain FDA approval and be (I am sure) successfully launched
into some of the most attractive markets in medicine.

Why am I sure:
Because we have the some of the most attractive entry's into their respective
fields and the personal (such as Leroux Jooste who launched Enbrel and a host
of other such successful products) to have us benefit from their experience.

When clawsmeister posts that we haven't made any money - minus R & D we
have made money - but have chosen to reinvest it in the company's future--
and that will pay very large dividends in the near future.

If clawsmeister post was legitimate and out of frustration over the lack of
performance in our stock over the past several months - I understand that
very well. Many (me) are frustrated -

BUT not by any actions (or lack of actions) from management.
We are on the brink of all we expected from ATRS and now is not the time
to lose confidence. Now is the time - maybe the last time- to buy ATRS stock
cheap.

GOOD LUCK

Sentiment: Strong Buy

Jab:
Your post is excellent - and I can add:

If the stock was $8 or $10 now - The message boards would be
filled with expressions of the highest praise for everything management
has done, is doing - and is planning to do in the future.

The share price is not an expression of real value - It is the value
that the market place places on the company at any given moment;
and that market place, especially in small cap stocks, is wrong probably
more often than it is right. It is certainly very wrong (on the low side)
where ATRS is concerned.

If someone looks at the business of the company - Its products and
pipelines - Its partners - Its balance sheet - Its initiatives for the
future - The confidence smart funds and fine analysts place in the
future of the company-
And not the share price - we would all be delighted.

All that said - we only own stock because we think it will appreciate
in value and make us a profit.
BUT:
Many have forgotten that they bought at a dollar or less; and we are now
3-1/2 times higher than that. Not a bad return for a few years investment;
and this is only the beginning.
Some are now holding at a loss - But if one does their homework and has the
courage of their convictions - They should be very pleased at the opportunity
to average down by buying cheap stock.

I sometimes wish Antares was a private company - without a daily share
price - because share price has been a source of frustration over the
past several months - but being public has afforded us the opportunity
to buy about as much of the company as we can afford - from time to
time - and that will prove to be an investing windfall.

BUT looking to the future - and I mean the very near future - We can
not be denied our profits.
The value being built into ATRS is too great to be ignored by this market
for too much longer.

GOOD LUCK

Sentiment: Strong Buy

stockwaun: said in a post:
"I haven't read a post from Tappy yet on this subject of today"----

Well - here is a post from Tappy on this subject of today--

Antares continues to move the ball down the field towards the goal
line - Which is revenue, profits and to what will be deemed as a very
successful company - I have, in the past, called ATRS' accomplishments
and opportunities "Nuggets of Gold" -- and this is another.

It is an additional source of near term revenue - confirmation of the
TEVA relationship, and the fact that ATRS' delivery systems add's
value to existing drugs.
Of our management's ability to execute -
And I also very much like the wording of the release -
It exudes confidence - with:
"This delivery is the first of many in 2013"
AND
"This demonstrated ability to manufacture devices at a commercial scale
is both a significant accomplishment for the Company and a major step
forward for our own internal development programs.”

Our share price does not come anywhere's close to mirroring the value
of the company - but it will - you can bet on it......

GOOD LUCK

Sentiment: Strong Buy

stockwaun posted:
"Tappy seems to be very quiet of recent and I really
don't know why! "

HERE'S WHY - -

I have (several times) stated my position very clearly.
How I got into ATRS (AIS) - When I added to positions -
When (at around $6-7) I plan to sell about 10% of my position -
And (as long as the company continues to perform, in what I
consider a brilliant manner) hold the balance of my shares for -
What I expect will be an eventual buyout of the company on a tax
free exchange of stock in a major drug company.

I have posted why I am so very positive on ATRS - Why I think
the stock has under-performed the last several months. And all
of my belief's are bolstered by the very large and growing
institutional ownership and positive reports of analysts who I
respect.

I think some, maybe a lot, of the speculation of unannounced future
products are probably - And may very will happen - And if they do they
could be tremendous value drivers for the company - But I don't
engage in such speculation- Because I am not a speculator.

If I thought ATRS had to depend on such guess-work to succeed,
I wouldn't own stock in ATRS.
I believe we can and will be a multiple of today's share price on what
we have, right now, in our launched and pipeline products - and since
whatever will come in the future is "icing on the cake" and we don't
need it to succeed -
Such speculation (on the beneficial side, is merely a good exercise in
the performance of due diligence / AND on the harmful side, can set
us up for disappointments if some of the exaggerated guesses are
depended upon by some but fail to happen).

So - with my case stated clearly - And with no change in my thoughts
and no new news (yet) - Why repeat the same things more often than
once in a while.

Plus - and this is one of the main reasons I have been quite here recently-
is that the board mostly is made up of bad actors.
If I visited here for the first time 6 months ago - I would have read
some posts and dismissed the board as mostly ridiculous -
BUT I am here from time to time because of my respect for some of
the very fine posters who are exceptions to the low quality of many
here - And because it has become a habit and I enjoy reviewing my
thoughts in writing.

If my thoughts change - I will post accordingly - but for here and now_
I am long and strong ATRS and see no "red flags" in our future.

GOOD LUCK

Sentiment: Strong Buy

by enoughbsa

For me - preservation of capital is first - profit is second -
they both must be very positive to make for a good investment.

I keep looking for "red flags" - what could cause ATRS to fail
or to be less than successful.

I see every risk as very acceptable:

Some time ago - when TEVA was, by far, our lynchpin to success;
I worried that if TEVA played hardball with us - or dropped us
we could be in trouble.
Then - Tev Tropin was deemed very successful and TEVA paid us
$750,000 for meeting (or exceeding) expectations. TEVA underwent
a reconsideration of their affiliates and dropped several company
that they partnered with - And remained a partner with ATRS.
Dr. Wotton said on various recent conference calls and web-casts:
The TEVA relationship is "Phenomenal" - The TEVA relationship has
never been better - Meetings are taking place at the highest levels.
Plus being far more diversification than in the past when we were all
about TEVA -
The TEVA relationship is on longer a source of concern.

Could Otrexup be rejected by the FDA - It is possible - but so highly
improbably -- that is no more a risk than crossing a busy street.

Any one of our gel products could under perform - BUT they are superior
to competition in both safety and efficacy and our marketing partners are
very fine - plus we are being given about zero value in our share price for
these products - so nonperformance by any one - or all - should not hurt
share price.

I could go on - but (give me a break) it is Saturday night and anything else
would only be reflective of the above.

ATRS is a very potentially high return - very low risk investment and all
smart investors compute risk / reward - and there is no better investment that
I know of than Antares.

GOOD LUCK

Sentiment: Strong Buy

tdpeterson123

Thank you. I know some smart people disagree with my thoughts about
dilution, (and I respect their opinions) but I stand by my beliefs.
Time will tell.

Rymonkoly:
Thanks to you too. But be assured, I don't ever respond directly to people
I feel are beneath me, such as wallstreetpartiot. I try to raise people to my
level - I never come down to theirs....
I sometimes post, in response to posts like his, for the benefit of the board
in general.

This puts it in focus:
I had a very successful friend, who I greatly admired for many reasons.
He once told me: "I don't think I am better than anyone else-- But I damn
well don't think anyone is better than I am ! "

I thought that was a wonderful lifestyle attitude and I tried to live by it:
But people, (such as the moronic and/or self serving posters here) time and
time again, bend over backwards, to prove it isn't so.
They convince me, beyond any shadow of a doubt - that some people are
better than others-
And we all know who's who ..

GOOD LUCK

Sentiment: Strong Buy

I have posted this thought before:

Some claim they object to the recent secondary offering -
DILUTION !!

Dilution is terrible when shares are sold and money raised to
stay alive - the money goes down the drain - but the shares are
still out there with very little to show for it.
THIS was not the case with ATRS' secondary offering.

Would I rather be just where we are - financially and in our
business activities - with only 75 million shares out - SURE.
But that is not reality.

When money is raised - (or stock is issued for an acquisition)-
and this creates more outstanding shares -
I firmly believe such stock issuance is either dilutive or
accretive - depends on how the money (or the acquisition)
from the shares sold adds to or reduces the per share income.

For example:
If a company has 50 million shares out and earns $50 million
($1 a share) and it commands a 20 X multiple- the stock should
sell for $20.
And they issue another 50 million shares (total 100 million) and
still only earn $50 million then they have reduced per share earnings
by 1/2 and now they earn only 50 cents a share and therefore
hypothetically the stock is worth only $10.
THIS IS DILUTIVE:

BUT if - because they issued 50 million more shares and the
return on that money raised is $100 million - then this additional
$100 million - added to the $50 they were already earning totally
$150 million - or $1.50 a share - Then they have added to the
value and price - even though there are more shares outstanding
and the stock is now worth $30 a share.
THIS IS ACCRETIVE

Now the above is just a simple example and it is more complex
than that.
It will take us a little while to see if the money raised will add
to or subtract from our per share earnings (maybe as soon as this
year when Otrexup is launched and we edge into positive earnings).

I am betting on management to be smart enough to have done the
right thing - and our share count - while it is getting up there- is
still low enough to have a share price (total market cap) much higher
than today's.

GOOD LUCK

Sentiment: Strong Buy

Jab-
Thanks for your post.

This might aggravate my detractors: (And I say it as more of a joke) -
But, not as a joke, It will tell this board of the pride I take in my accomplishments:
To quote Picasso:
“My mother said to me, "If you are a soldier, you will become a general.
If you are a monk, you will become the Pope."
Instead, I was a painter, and became Picasso.”

Well I wanted to be a business man - and became TAPPY.

Now to elaborate on your nice post:

True I did - at times, say I was abandoning posting on this message
board - Because, at times, to be involved here was like wallowing in
the mud.
Then - the board returns to reasonable civility; and I read posts like
your's - Rymankoly's, BSAV's and those from other good and smart
guys -- and I feel that posting here can make a contribution.

As far as those who criticize or make fun of me - Even when I was a
young kid in the schoolyard I would hear others taunt and make fun of
me, or others. I would never care about such people or such incidences.
Even back then I would feel that such antagonists were merely fools.

THEN don't you know - Time proved me right. Most of the bullies
ended up in menial, low paying jobs- sat hi up in the bleachers - still
smoke and are overweight - and generally had less than pleasant lives.

Far more of the "nicer" people ended up with highly successful careers
in business, medicine, law, etc. Joined country clubs and vacationed in
Europe.
The fools here are no different. They will always be fools and are destine
to live a life of struggle and unhappiness.

People such as those good people I mentioned above will prosper and be
happy - as I know you, Rymankoly and BSAV are.......

As for Tappy? Alzheimer's? - Not yet. But before it sets in - Maybe
Antares will have an injectable device to address the problem.

BUT I have always said this board is not about us - but about ATRS
and that will be going up.

GOOD LUCK

Sentiment: Strong Buy

senior187940

Thank you.

It is really too bad that you don't personally know anyone here.
I have made some good friends thru this message board and I consider
them quality people. Maybe someday I (and my little circle) will have
the privilege of including you among them.

Have a fine holiday weekend and let's hope the next quarter- which
begins next week- will see us well on our way to a comfortable level
with our investment in Antares.

GOOD LUCK

Sentiment: Strong Buy

jeffreydavis173

Since you were so kind with your words -
I will give you another piece of advice, which
is almost certainly obvious - but here goes --:

Never trust 99% of the people you know
100% (especially not strangers)..

If you think they are sincere, and make sense -
use their work as a theme or a springboard --
to contribute to your own due diligence; to form your
own independent conclusions.
Confirm your facts over and over again so that you will
have the courage of your convictions which will let you
ride out some soft spots, such as the share price is
experiencing the last few months.

I am not saying this - in any way whatsoever to hedge
or soften my position or thoughts on Antares.
Jab once posted here - that he looks for subtle signs
from me (and several others here) for in a change of
oa highly positive pinion or diminishment of confidence.
I have never been more sure or positive of ATRS as I
am now.

It is just that I have no crystal ball - just my experience,
hard work and (I think) decent intelligence.
These tools form my conclusions - and your tools should form
yours...

GOOD LUCK

Sentiment: Strong Buy

dhdhoora
Thanks -
When I post - unlike many others - and counter to about everyone
on the negative side of posting - I give reasons for my "thesis" and
it is the reason for my conviction and strong optimism.

I have always challenged anyone - here, or anywhere, to tell me why
and how I am wrong - And I have never, every been given one solid and
sensible reason why ATRS will fail to succeed. Some cite risks that I
maybe understating - I don't think so. Some say - timelines are long,
but they don't understand pharma and fail to see that sliver lining in
that cloud -- which is a barrier to entry from competition - which is one
of the important "keys" to look for in establishing an investment. Some
say we are not profitable - but our burn is both small - and only exists
because management has chosen to invest funds in R & D which will make
us a power house of revenue and earnings in the next few years.
Any and all other negative comments are either foolish or not applicable
to ATRS as a great investment - right here and now....

What I post seems so simple and easy - all public information - and
just connect the dots -- and have a little patience -- and we will win
big time -
and how anyone else fails to understand or can dispute my posts is beyond
my comprehension.

BUT - it is certainly true that the stock has under performed over the
last several months -
There is a saying in Medicine- "The operation was a success- but the
patient died".
Meaning, of course, that technically (on the operating table) - everything
went well and the surgeon did all he had hoped to do - but the ultimate
outcome was a failure.

AS relates to ATRS - Even if management does very thing right - but the
stock fails to appreciate (which is why we are all here) - the investment
is a failure.
BUT business, and the stock market, does not work that way - success in
business is mostly measurable - once achieved, it is not subjective but
quantifiable - and that success is always rewarded in the stock market.
Sometimes it takes longer - but (as I have been posting) for those who
do not own ATRS (or who want to add to positions) -- our current under-
performance is a gift of the ability to buy very cheap stock in ATRS.

We will succeed as both a company and as an investment - and the time is
this year for a significant rise in price and to never look back...

GOOD LUCK

Sentiment: Strong Buy

randyaivazis & catocart -
Thanks - I try and I am glad my posts are read and appreciated
by some.

parmaatma

To explain: I have said this here before - many times.
I am a pumper - big time. I have a large position in Antares;
and I do all I can to spread the word.
Here, to my friends-- and if I sit next to a stranger on a
plane (if he shows any interest in stock investing).
If we- who believe the story and have put our money where
our mouth is - don't tell the story - Who will ?

BUT Pumping is associated with Pumping and Dumping - -
Which, in effect, is trying to gain the trust and confidence of
someone - With the explicit motive of person gain by betraying
that trust.
To get someone to buy a stock --and thereby increase the price -
so that you can sell at the higher price - and your selling (dumping)
will cause them to lose money.
THAT is repulsive and anyone doing so is no better than Madoff
and should be sharing his cell for many years.

Those who know me - trust me. Those who don't know me - maybe
aren't sure. And those who don't like me will never trust me (and I
can surely live with that)..
BUT for what it's worth - I want to win with ATRS for me and my
family. Other than that would be the joy of a win/win for all those
who are onboard because either they were somewhat influenced by
my thoughts and opinions - or they own ATRS due to totally independent
research - or some combination of both. If all of the good and sincere
people win - that is a Really Winning.

GOOD LUCK

Sentiment: Strong Buy

stockwaun

Thanks - I think.
Except for our center core - Jab- Rymonkoly- BSAV- and a few others;
I have lost count of who are the good guys and the bad guys here - who is
sarcastic and who is sincere - and there are a ton of both. Hopefully you
are on the credit side of the ledger.

I am sure: not the market - nor Pfizer -- have brought our share price down.
I think our current institutional holders have pretty full plates now - and
until some new funds come onboard (and they will) they are on the side-lines.
Some of the older investors have "investor fatigue" and might have lost patience
(which is a tragic shame - because we are so close to "blast off" for ATRS.)
I think the shorts and technical people are doing some damage - but their time
will come - and when we start to move up - maybe with a vengeance, I surely
wouldn't want to be in their shoes. Momentum has recently been on the downside,
but that will change- and Newton (Isaac not Fig) has said: "For every action
there is an equal and opposite reaction" and while that does not always hold
true in the stock market - it will with ATRS -- and when we have our opposite
reaction - that is what I refer to as "blast off".

When you say " Tell Wall Street the story and Tappy no one does it better
for Antares than you" -

Dr. Wotton tells it much better than I do (thank Goodness) - and he did so
on a recent conference call and at two investor conferences in late February
and March.- All can be accessed thru the ATRS web site.
Several of my friends have called and conversed with Jack Howarth and he
too is a clear and very reassuring as to the future of Antares.

Anyone paying attention to them - would be compelled to buy ATRS - it is
about the most attractive risk / reward investment I have seen in years.
And for the uninformed - that doesn't mean it can fly to triple overnight-
nor can it lose 80 % of its value overnight. BUT a slow and steady climb
to two - three - or more times today's share price with very little risk to
capital - and that is always the "Pot of Gold" for the smart and patient
investor.

As for - lunch in Monmouth Junction? I have no idea where that is ?
But - if I'm not in the clink - and there's something to drink - you can tell
em' I'll be there.

Plus and finally - I don't get hangovers - if I did, I would never drink alcohol. -
I try to avoid pain in all forms and that is one reason I have so much ATRS
stock......

GOOD LUCK

Sentiment: Strong Buy