BP plc Message Board
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Yeah, those were the days, weren't they? LOL. Good ol' Bumblin' Rahul... Smart guy, but definitely not CEO material, and it was painfully obvious during that CNBC interview back in the days of bird flu hype when NVAX bounced up from $2.00/share and tore right through $5.00/share in the blink of an eye... Like I said at the time, NVAX should have made him step down from the CEO position and had him take on the role of the Chief Technology Officer. He was obviously passionate about the technology, and excited about its potential, and rightfully so, because the NVAX technology is fantastic, to say the least... Nevertheless, he just didn't have a clue how to fire up the stakeholders when you put him in front of a microphone. Whatever... The past is the past, and I hope that all is well with Rahul, too.
What ended up happening to Rahul, anyway? LOL. I lost track of the story with that guy after NVAX slid him out of the CEO position. Is he still employed by NVAX, or is he working somewhere else right now?Sentiment: Strong Buy
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Check out the insider transactions in WEN on Yahoo! Finance over the past two years... It is basically a solid base of acquisitions and purchases, and very few dispositions and sales within that time frame.
Contrast that with MCD and the insider transactions in that stock over the past two years.
'Nuff said. In it to win it, and I can play this game a long, long, long time.Sentiment: Strong Buy
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Hello, Rez... OK, so you're still here, which is encouraging to me. I hope that all is well with you. Where do I go to find this "review of the future" that you're referencing in your message post?
BTW, my bashing NVAX days are done, now that Rahul Singhvi is out of the CEO position. My wish came true. I really do love this stock and the amazing vaccine technology behind it. I need to do some due diligence on the current management team, now that I am back in the saddle on this rocket ship.Sentiment: Strong Buy
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Yeah, that John Orwin/Relypsa news was really something. It truly feels slimy to me. Shame on John Orwin if that new role influenced any of his decisions while he was still the CEO of AFFY. Either way, TBG did a great thing getting him out of the AFFY equation as quickly as they did... Good riddance!
Sentiment: Strong Buy
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I picked up 5,000 shares of NVAX at $2.02/share yesterday afternoon. What a blast from the past... Is there anyone left on this message board from the old school days?
Does NVAX still "ROK"... ??? LOLOLOLOL.Sentiment: Strong Buy
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I'll accept a tender offer of $10.00/share if it happens... LOL.
Sentiment: Strong Buy
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PS - With up to $185 million in commercial milestone payments and development milestone payments flowing potentially from Takeda to AFFY, not even including the percentage-based royalties based on sales if Omontys is re-released, I think that giving AFFY shareholders something in the area of $5.00/share would be a fantastic deal for Takeda. Keep in mind that there are only 37.4 million shares of AFFY that are outstanding right now. $5.00/share x 37.4 million shares = $187 million... I think that most shareholders of AFFY would accept that tender offer at this point in time. Takeda could make the one time payment, take full ownership of Omontys, and wash its hands of any obligations for future payments to AFFY shareholders.
Sentiment: Strong Buy
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All signs point to a buyout, as far as I am concerned. AFFY's massively stripped down website... Takeda still has Omontys displayed prominently on its website... The auction of AFFY's global assets taking place in June 2013... AFFY taking on TBG for restructuring purposes... The immediate firing of the AFFY CEO... The announcement that the board of directors plan to appoint a TBG representative to the CEO position...
I'm guessing that we will wake up one day in the very near future to find out that Takeda has gobbled up AFFY in a tender offer, and I predict that it will happen before the AFFY shareholder meeting taking place on June 6, 2013. This is looking more and more like an acquisition story with each passing day lately.
That would be the smart thing to do for Takeda, assuming that its intention is to re-release Omontys with revised labeling similar to what happened with American Regent's Venofer not too long ago. Takeda could buy out AFFY for a song and a dance right now, pay off the shareholders of AFFY in a cash-for-shares transaction, and then eliminate all of the need to pay out the milestone payments and the royalties to AFFY if Omontys is brought back to the market.
Either way, the next few weeks are going to be very interesting for this stock, indeed. I'm holding on to what I have already, and I'll be a buyer yet again if this recent weakness continues leading up to the AFFY shareholder meeting on June 6, 2013.Sentiment: Strong Buy
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did the 1 year Yahoo-target just changed to: $0,67
by hollandisback68 •May 17, 2013 4:36 AMI'm still waiting to buy this stock on either weakness or strength... If it pulls back to $1.01/share, then I will add once again to my position down there at that level. I'd prefer to buy it at $2.02/share instead if I had the choice.
Meanwhile, AFFY has been magnetically stuck to $1.50/share lately, right in the middle of my desired buy levels. LOL.Sentiment: Strong Buy
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I'll be one of the folks with a buy order that gets filled at $1.01/share if that is the direction that it goes today...
Sentiment: Strong Buy
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I'll be keeping an eye on it this week, and I plan on pulling the trigger on at least one more buy order as it bounces around the chart! I'm not letting any of the shares that I am buying right now go for less than $5.00/share. This is one of my "crapshoot" investments on Wall Street.
Sentiment: Strong Buy
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Your message post made me laugh out loud... LOL. It's true. Motley Fool is really awful lately. I used to respect them a lot for their insights, but the quality of their financial news articles has deteriorated quite a bit over the course of the past few years. It's really a shame... It's like watching a train wreck in slow motion.
I'm in BBRY for the long haul... I stuck a foot in the pool at $15.15/share not too long ago.Sentiment: Strong Buy
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So, tell me... What is $180 million divided by 37.4 million shares outstanding?
This is going to be fun. Seriously.Sentiment: Strong Buy
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If Takeda decides to reintroduce OMONTYS, all of which is highly uncertain, we are eligible to receive royalties and
(i) potential commercial milestone payments totaling up to $180.0 million which consists of the following: (a) $10.0 million is payable upon the first commercial sale after reintroduction of OMONTYS in the U.S.; (b) $10.0 million and another $10.0 million relates to U.S. sales-based milestones, and (c) $150.0 million relates to sales-based milestones in amounts as previously disclosed outside of the U.S. but now including Japan as a result of the Amendment and
(ii) a potential development milestone payment of $5.0 million payable either upon regulatory approval in the E.U. or Japan. The royalties are tiered in the range of 13% to 17% with respect to net sales in the U.S. and in the range of 13% to 24% depending on the level of net sales by Takeda worldwide outside of the U.S. In 2012, we co-commercialized OMONTYS with Takeda. The commercial launch of the product occurred in April 2012. To commercialize OMONTYS, we established commercial and medical affairs infrastructures in 2012. The functions of our commercial and medical affairs infrastructures included marketing and sales, medical education, coverage and reimbursement and account management. In 2012, we marketed our product primarily to dialysis organizations. Associated costs are included in selling, general and administrative costs or SG&A, in our accompanying financial statements.Sentiment: Strong Buy
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At $1.01/Share Or At $2.02/Share, I'm Adding To My AFFY Position...
by thesavvymonkey777 •May 11, 2013 8:08 AMCorrection... Change "that" to "than" in my second sentence. Enjoy your weekend, everyone!
Sentiment: Strong Buy
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Honestly, my preference would be to make my next purchase of AFFY at $2.02/share. I would rather see signs of strength that signs of weakness at this point in time. Besides, I already have plenty of shares at $1.01/share... LOL.
Either way, I'm going to continue beefing up my position in AFFY down here at these low levels. This is FUN!Sentiment: Strong Buy
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Affy website changed to bare bones. Takeda website still has O
by foggiafc •May 10, 2013 9:22 PMThat conclusion seems logical to me... Next week should be interesting for AFFY, indeed.
Sentiment: Strong Buy
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Yup! I'm excited to be in this stock right now. The volatility in the price per share is fascinating to watch!
Sentiment: Strong Buy
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It's simplified and stripped down, just like some other people have been saying on this message board. There are only links for "investors" and "contact us" at the top, along with links to the 2012 annual report, "recent news", and "events" at the bottom... There used to be all kinds of links for OMONTYS on this website... What it is, how it works, etc. This change happened very recently. Meanwhile, extensive product information on OMONTYS is still available on the Takeda website. I would expect some investor updates to be coming from either AFFYMAX or Takeda very soon, based on this change to the AFFYMAX website.
Disclosure... I've been nibbling on this stock lately. I'm not done buying it yet. My sell price target for all of my shares is going to be something between $5.00/share and $10.00/share, based on the news that comes out about OMONTYS going forward from here.Sentiment: Strong Buy
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This is going to be fun.
Sentiment: Strong Buy