I think one thing keeping it down is the expiration of the solar tax credit at the end of 2016. Effectivly, all residential solar installations will get 30% more expensive on Jan 1 2017. Where is that money going to come from?
I want to see how much of ENPH's revenue comes from commercial and overseas in the next couple of quarters.
I don't know if it was because of what BAX CEO Bob Parkinson said during the BAX earnings call yesterday morning, or the news of Novartis's CAR T fail on solid tumors.
If it's the CAR T fail, this rally will go on. And if HALO announces a deal with a CAR T, we are headed directly to BMO's target $26 or better. The Novartis fail gives HALO leverage. PEGPH20 isn't just an adjunct to CAR T. It is a NECESSITY. This is a huge HALO win, and the market will figure it out son enough.
You were tweeting 2 hours ago, complaining about the $2 blood thinner. Nobody does that on a day that the stock goes up 5% (and counting).
Anis, you are so transparent.
Trying to rehash the Breakthrough status issue as if it matters, so you can then say how disappointing it is.
You are the saddest short ever.
This is going to be an amazing ride. It already is for me.
I don't want it bought. That would be a disaster.
This thing is a freight train.
I am up to my neck in HALO. This is life changing money. Fezz, you are the best. I stumbled on your twitter feed and drank the HALO kool aid you were serving. Thank you for that.
You think Cellulite should be prioritized above a potential blockbuster oncology platform? This is what I'm saying when I say your comments are sad.
HALO's PR said the FDA was going to let them seek approval using PFS as an endpoint. CITI said that this has never been done before. Any reasonable person would consider this to be positive.
Oh Jesus Pentech. Really? Back to the well to take a shot at cellulite, HTI-501?? That's just sad.
In November '14 HALO said Hylenex was going to need more clinical work. And they said HTI-501 is on the back burner. They are focused on ENHANZE and PEGPH20.
And it's working.
Schwark, it's not always silent. They make a lot of noise once a year when they want more $$ from the ROs. Every time they do an an RO, they issue a corporate update, Rah Rah Rah. Then they shut down until they they want another $3M.
So we are left with a dichotomy. One one hand, Mieyal does nothing to pump up the stock, which could be interpreted as a positive. This is not a pump and dump, that is for sure. Mieyal also has Wexford maxing out their investment in the ROs. This could also be seen as a positive.
On the other hand, they've had the only FDA approved hemodiafiltration system for 3 years. And nobody wants to buy it. DaVita has had a YEAR to look at it. They used HDF in a few patients before shelving the trial.
And Fresenius has been touting the benefits of HDF for years in Europe. In fact 50% of their patients in Europe get HDF instead of HD. Wait, Fresenius does HDF in Europe for 50% of their patients, they tout the benefits of HDF prominently on their website and in the press, and now they just started an assessment of Nephros' approved system? The only FDA cleared HDF system in the US? Maybe Mieyal isn't an idiot after all...
I think he's being sarcastic.
Owning NEPH is like dying a slow death. Wexford doesn't have to say anything, I know. But you would hope that just out of a sense of decency they would update shareholders on what they are doing. They do those rah rah corporate updates right before they want investors to kick in on the rights offerings, and they silence.
If the news is bad, get it out there. If DaVita dumped it, just say it. Fresenius already knows, I'm sure. Not like it's some type industry secret. Just a secret from the investors.
It's been exactly 8 weeks since they said this:
"Nephros and DaVita agreed upon a protocol for the additional validation work which is projected to be completed in approximately 4-6 weeks"
So what happened? Is the validation still going on? Did DaVita abandon the trial and we won't learn about it until the next DaVita Conference call when a Neph investor embarrasses Dr. Mieyal again?
C'mon Billy, I deserve to be accused too. I post around the same time as those guys, and I do the veiled bashing thing by a purported long pretty well. In fact, I think I'm the best of all of them. I claim to own 211K shares, and yet I point out the negatives and question things all the time.
I deserve to be accused too. Just saying.
When a company puts out a PR that says FDA is letting them start P3 before P2 is complete, and they go on to say that FDA is letting them use PFS as and endpoint, considerably speeding the path to the NDA, you really have to question the point of view people that bring up HTI-501.
This is an extremely positive move forward. The only thing that could be better is Breakthrough status. Some investors,myself included, still believe this will happen after the diagnostic is proven and the P3 trial passes the PFS of the current standard of care.
It's not that insiders are expected to buy. But someone would be buying if there was any positive activity going on.
For example, if you were involved in the DaVita trial, you would give a hint to a friend or relative, or if you worked for NEPH or the government or Fresenius you would do the same. But, there isn't even enough buying to support the price at 60 cents. And would take very little investment to support it there.
That is why the situation is so grave.
Yes a buyout would be a disaster. But it's obviously not happening. PEGPH20 has a good chance to be an adjunct to many solid tumor chemotherapies.
HALO doesn't need breakthrough status. But the boost it would give to the platform would be immeasurable. The credibility that comes with breakthrough status is something that would otherwise take years to achieve.
Torley thinks she has a blockbuster in the making. I believe her. Nobody sells a blockbuster for less than $10B. Onyx had 1/2 interest in a drug projected to 1.5B This is much bigger than Onyx.
I'm not saying bad news is coming. I was just trying to point out that you can't conclude anything from the hiring of a PR guy, good or bad.
Some days I admire your optimism. Other days I suspect you are a patient at an insane asylum.
We are coming up on the one year anniversary of the DaVita trial. Since then, we've had another year of dead money. We've had a rights offering, the president got fired, and DaVita said the HDF system offered no benefit. Then Fresenius stuck its foot in the door with an evaluation. Or so it seems.
But $50/share is almost $3B. That's unrealistic for a system that couldn't even complete a 10 patient trial without technical problems. But Fresenius is a strong proponent of HDF. They have a post dilution HDF system in the Europe. And they have an ongoing FDA trial of their FX800 post dilution HDF dialyzer that is supposed to be don in Dec 2015. Maybe they would want to short-circuit the 510k process and use Neph's technology to integrate into their 5008 machine.
It would be nice if Wexford could dispose of this thing before they dilute us regular folks for another 15% with handouts to themselves in the form of options.