Beg pardon but I believe I have made a few tiny contributions to CEMI discussions here & attempted to inject a bit of sanity...
Don't lump me in with sailing & mycox pal!
Revs flat for more than 10 years & neg earns &&& burning through cash with nearly triple the share count from 2003.
Smells like someones going to day trade & make marginal gains which will get eaten up by frictional costs & get caught holding/bluffing eventually.
The big guys will feed the little birdies when they are hungry.
Are you a big birdie (I doubt it...)
I brought this up many months ago & was unanimously blown off.
Anyone who cares to understand this situation can Google "Natco Copaxone" in order to learn about Natco's developments & their relationship with Mylan.
I believe that all of this has been baked into the price of TEVA for the past few years.
Shake 'em up & get 'em realigned & working togeather.
Then unlock some value by spinning of branded!
I sound like a parrot who thinks he knows something...
FIMAST is obviously a newcomer to TEVA.
I'm trying to remind myself that hearing the negatives again is a good thing (avoid confirmation bias!)
We are all aware of the negatives & I personally; am amenable to accepting the risk here.
I really hope they have a plan to unlock value!
As I've said before; I believe that branded & generic need to be run as separate businesses.
Maybe some of the shakeup up at the top is due to some BODs wanting a breakup & others not (just speculating.)
On another vein; analysts make recommendations so brokers can generate commissions & a lot of them work for firms which do investment banking for the very companies they analyze (no conflict of interest there huh?)
The suffix of Analyst is (fill in the blank yourself...)
I'm long & will stay that way until DCF (my calculation) is exceeded by market price by a significant amount &/or I don't see significant advances by management towards what I believe should be done with the firms assets.
You are nothing but a riverboat gambler all dandied up & scoffing at your betters!
Polish my noob (oops; meant to say nob...)
None of that cash came from ops & they've done nothing but burn through cash & dilute shareholder...
Garbage spec issue with a whole lot of if if if
Novo has in excess of $1.6B USD in cash & a negotiated purchase of Mannkind would probably propel it way above the current $2B or so market cap.
That coupled with the fact that NVO has spent less than $100M on acquisitions over the past 10 years tells me that they prefer to grow organically & any purchases they do make will be conservative tuck ins & not dramatic & expensive "what ifs."
That being said; your knowledge of diabetes therapy apparently exceeds my own superficial aquaintance with the subject.
As I said before; I would LOVE to own Novo & if it came back from orbit, I'd read up a bit more on dibetes & hormone replacement & hemophelia before making a final determination but at 1st glance it appears to be a very attractive opportunity (just not at present valuation...)
Because Yahoo doesn't do fact checks; that's your job (part of the DD every thoughtful investor does.)
You're a little late to the party pal.
That news was what kept the price down for the past few years.
Dredge up something relevant like:
Will the management changes provide more cohesive decision making?
Will Soros agitate for unlocked value through separation of branded from generic?
Will Frost successfully shove OPKO up TEVAs posterior & buy himself a new jet?
Stay tuned for FIMASTs off the cuff remarks...
Great call on VRML!
Looks like an awesome long term hold with a consistent history.
Highlights as follows:
Revs went from $58M in 2002 to $2M in 2012 & they gushed an astounding $192M in negative FCF during all that time.
I am wayyy happy you are NOT investing my money!
Keep day trading your life away...
P.S. I won't even bother looking up EXAS as I'm sure it will be another cash gobbling negative value return to all but management.
Baaaaaaaaa says the sailing sheep!
That is not not a game changer.
In other words; I am inclined to agree.
I'd love to own NVO but irrational exuberance in the market has this equity on a sugar high!
I'll wait for the low $30s & if it doesn't happen then I'll sit on my cash & keep searching & studying...
You sound like a pouty little girl.
If you make buy/sell/hold decisions based upon Yahoo Finance forum posts; well...
I bet you think a 10K is a breakfast cereal.
Good luck with that portfolio (you're gonna need it...)
Has a nice ring to it but unfortunately it's just my pathetic attempt to start some action on this board.
By the way; don't confuse the place I mentioned above with the bank of the same name.
It's actually a house of ill repute more popularly known by Gringos as 4 floors of (rhymes with floors.)
Quick travel tip: DON'T GO THERE IT'S REALLY NASTY (and not in a good way...)
Tactical schmactical; it's Mr Market doing what he does.
Uppy, downy; inny, outy.
Most humans find it nigh on impossible to sit quietly in an empty room.
I will sit quietly until VALE's revs & earns cycle up (as is the nature of businesses which are at the mercy of biz cycles) at which time I will head for the exits while the sheep pile into what they perceive as a never ending field of grass...