I listened to the q&a 5 times and when the analyst from JMP asked him about timing, he was very quick to say they won't comment on specific dates to not back themselves in a corner but he reiterated "2nd half" is still on track. Reading into the way he answered, I thought it was a tad snippy. What did you think? Just trying to read in to the psychological clues and body language, which you don't get from a transcript.
That said, they are trotting themselves to every conference (with the same presentation the last two years) so I'm imagining its business as usual. Thoughts?
Hello. Glad you're enthusiastic. This isn't news and has been known for months. Surprised you just found it. They need to campaign to let experts know PDP is a real thing- it's a branding campaign as PDP is not an official disease. This campaign doesn't affect value (anyone can spend money to get the word out about a new disease, remember "ED"). Shocked you just discovered what has been around for months. Sorry to burst your bubble.
He was selling habitually for months and while we ( even I) made excuses that it was totally acceptable given "he needs to live"- in retrospect, it was awful, very shareholder unfriendly and just bad signaling. I am of the belief that Uli's exit was internally orchestrated for a long time and that he was selling shares ahead of that. Not nefarious or illegal, just a CEO who knew (mutually, with the board) he wouldn't be around forever and lightened the load ahead of the announcement. How else to explain that no one else has sold in months?
I am frankly encouraged that he is gone. We wouldn't be at 40+ without him, because redesigning the PDP study after failure is one of those rare game changers that altered history fornthisnconpsny forever. But he couldn't take this compound any further given his skill set as a researcher and not a marketer.
Sentiment: Strong Buy
I'm sorry, I have to put you on permanent ignore. You add no value here, your opinions are not insightful, you break no news, you are literally of no use to me. When I have to spend more time arguing why you are a moron vs actual substance from you (of which there is none) then I know I am wasting my time.
I wish you luck, obviously we are aligned with respect to to share price, but other than that I think you're a know nothing buffoon. I rarely post here anymore because it is a zoo and after the NDA delay we lost some really insightful and valuable posts. We were left w ri66 the idiot, who seems to have disappeared, but now we are left with basically just you and the spammers, that's never a good thing.
Sentiment: Strong Buy
Not sure what I'm responding to, but will say this. You are extremely unintelligent. In January before the JPM conference, Doug posted on Twitter and Investor village JP Morgan's reiteration of buy and 35 price target. I posted that here and you accused me of posting something that was "fake" which was totally humorous but indicative of how small minded and unintelligent you are. The report was of course not "fake" and it didn't take much effort to check Bloomberg or any other data provider to prove otherwise. Since you are extremely stupid and lazy, you just kept repeating yourself (as you always do) looking like a buffoon.
The facts are simple when it comes to you. You don't own that many shares, you are a retired pharmacist or something like that, you are inarticulate, you don't understand how markets work and you generally are pathetic and have no life. How else to explain that you post EVERY HOUR ON THE HOUR... TO YOURSELF.
That, plus for months before the NDA delay you literally spammed here daily posting your nonsense PDP and ADP targets and your crazy stock price targets based on rudimentary multiples of sales in thin air. That you would think constantly reposting that nonsense on this message board would somehow affect the price (or reaffirm your faith in your $20k investment) is a joke.
In summary, you are stupid, I don't have to stretch too far to prove that. But what's funny is you don't know what you don't know (which is mostly everything) which makes your aggressive, incessant and rude postings even more infuriating. For example, why do you constantly post your incorrect pseudo TA analyses constantly? Because you think people care and try to annoy others. You're lazy and cheap, so you copy and paste from some dumb free site which is always wrong.
You are a sad pathetic individual. You have no friends, no family, no life. Your friend is this board and the 1-3 people who sometimes respond to your nonsense. I feel sorry for you, I really do.
Sentiment: Strong Buy
Crecy- the lawsuits never happened. The deadlines for getting lead claimants have passed. Stop just posting every 5 minutes your diarrhea of the mouth, you don't even stop to think.
You've turned this board into your personal blog. That's fine if you had stuff to say, but often it is stream of consciousness nonsense. Sure I can ignore you, but I like saving that for spammers. I think you may be one.
You're obviously retired or something, but I implore you to get friends or a hobby because you are on here way too often with very little to say. Good luck.
Sentiment: Strong Buy
They haven't added in over a year. Calm down. However as synageva and pharmacyclics deals will soon close, ACAD becomes a top 3 holding by default for them
Crecy all Doug does is repost equity research pieces on ACAD and other biotechs on Twitter and investor village. He a the nicest guy. He is a totally useful resource for all of us because he has access to ALL of the equity research reports, even ones I can't get from the obscure shops.
No offense but he is infinitely more useful than you have ever been. We've made our peace and that's fine but part of the reason I haven't posted in a while was that ri66 loser who spammed every hour. He seems to be gone but now we are left with you spamming ever hour or so. Not sure you're bringing much to the party lately. Don't get on Doug he is invaluable and very nice. If he isn't nice to you I would surmise it's you're attitude, you can be abrasive.
Classic what? You are so beyond stupid it makes me laugh. You know NOTHING. learn to read a filing ri66- at least crecy admits when he doesn't know something. Idiot
You actually don't know how roulette works. Red and black are not 50%- you're forgetting the green 0 and even 00 in Europe which is a house edge which makes red and black not 50% odds but still pays only 50%
You need to read it. It's not hard. One says exhibit 10.14 to the S-1 dated in 2014 the other says exhibit 10.28 to the 2014 10-k. Go on EDGAR. Find these exhibits. You'll see in the exhibits certain sections with " * * *" and the term "confidential treatment". Not to spoil the surprise but the 10-K exhibit is the lease agreement and the S-1 exhibit is the Allergan agreement. Read the filings from yesterday CAREFULLY and find the exhibits they are referring to. It's all there right in front of you.
Now that I helped you, you can repay me by STOPPING THE "S&R" POSTS. they are silly. Thank you.
you have reposted the same 3 messages every hour on the hour for a month. Yet you don't have the time to do basic diligence and even read the filings? You are the epitome of a MORON
ARE YOU READY? To be stupid
You have time to clutter up the board the last month but no time to read filings?
Are you ready... For being a moron?
Look. It's obvious that the stock is up from 30 to 38 solely because you, a very well respected poster named ri66 constantly post and delete the same 3 valuable and ingenious posts. You are singlehandedly responsible for hundreds of millions of shareholder value created post crash. To suggest otherwise is wrong of me.
That you continue to post every 5 minutes and wildly speculated on a CT order's content when it was easily found as to what it was, not to mention it is the same content filed a few years ago, is my fault. You're too busy saving the world and the stock to be bothered by actually "reading" since your "speculating" and "important postings" are much more valuable to the world.
Plus, you are a skilled pugilist and know how you'd do in a fight despite my golden gloves past in my 20s. You sir, are a gem, a true genius and the shareholders are making money with you here.
Maybe the CT order is about aliens and UFOs and why you delete and repost incessantly. Stupid idiot it's all there in the filing. You have ZERO READING COMPREHENSION. no wonder you are unemployed and didn't go to college!!!!
You are beyond stupid ri66. It is not my "theory" you moron. It is FACT. LEARN HOW TO READ AN SEC FILING YOU SPAMMING IDIOT. the two filings refer to the exhibits that they are requesting CT treatment for- the exhibit on the filing about their lease and the exhibit about the Allergan agreement in 2004.
Keep smoking your pipe and keep being LAZY. if you spent two minutes READING the filings instead of reposting the same NONSENSE the last month maybe you would have figured it out.
YOU HAVE BEEN EXPOSED.... AS EXTREMELY STUPID!!!!
Note to all posters NOT named "crecy war knight" "ri66" and "ex soccer mom". These 3 post A TON here and I want anyone who even remotely listens to them to be forewarned that if you are, you are putting your investment at the hands of 3 posters who have spent hours speculating something so simple, so obvious, that (no offense to them) they must be extremely limited in their ability to do any due diligence if they couldn't find the answers. The CT order is NOT about Pima, is NOT about management is NOT about clinical results. It is so easy to find what they are about that it is scary that they would speculate. You'll flame me once again but seriously, all 3 of you are kind of unintelligent and I've lost any shred of respect for all of you because you've proven how useless you are. My explanation on the CT orders is below:
A CT order is a "confidential treatment" order. Company made public disclosures but thinks some of the data is proprietary and would be harmful if publicly released, so they get permission from the SEC to get confidential treatment. They have to renew it every few years, today they renewed the CT treatment until 2018. What did they apply for CT on? Well it's not very exciting. First they applied for CT on the terms of their lease in the new space- my guess is the landlord didn't want them to publicly disclose the rent they are paying. So they disclosed the lease terms but redacted the price. Second is more interesting but has nothing to do with Pima. In their S-1 prospectus filed way back when in 2004- there is an exhibit related to their agreement w Allergan on the glaucoma compound they are jointly developing. Some data in the agreement between the two was redacted because it was confidential.
That's all these filings today are about. Hope that helps