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SciClone Pharmaceuticals, Inc. Message Board

trees36 65 posts  |  Last Activity: Aug 26, 2015 10:58 AM Member since: Nov 14, 2011
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  • Reply to

    Calm Before the Storm?

    by lester_q_krackerjehovah Aug 25, 2015 5:25 PM
    trees36 trees36 Aug 26, 2015 10:58 AM Flag

    You have good points. There is good business here but, for such a small company they are addressing too many ventures.
    Getting sales and operations to work in sync for contract manufacturing, Red Sun, and Magic are three distinct businesses to operate and monetize. Until these three legs are firmly in place a China JV seems out of the question. Same with the MJ venture. Both are costly to start with positive cash flow and profits distant prospects.
    Filing for modified risk will be a good step for one reason being a lot of company resources have been dedicated and spent towards it.
    But with this lawsuit likely to weigh on the company for the next year, getting some priorities for this small company is highly recommended! Get focused.

  • The institution has been buying BELOW what they perceive the value to be. Their buying and the SP will most likely continue to trend higher.
    mdok.... needs to do what he stated earlier and short a lot more shares!

  • Careful this is a double-edged blade. The SP is on the way to a full recovery to the Aug 5 price of $.75. That was with the Q2 report of significant revenues and a sound cash position vs very little debt.
    mdok... has been brave but, he will short a good deal more at this higher level. Let's see what Sept announcements will do for the SP and short positions.

  • This morning trading looks like more buying from institutions. Why not buy before the strategic launches of Magic in Europe?

  • The trades to buy are just below the $.60 level. This has happened before and the SP dropped when the buying was completed. But the bottom must be very near.....
    The bottom for the SP will be identified after the SP returns to $.70+ and the new announcements for Magic, Red Sun, and contract manufacturing are then issued.
    The percentage gain (soon to come I hope) from recent lows will be well worth holding for.

  • Reply to

    mdokupilsfa tell us who sponsered the phase 2 trial

    by dw32347 Aug 13, 2015 9:21 PM
    trees36 trees36 Aug 17, 2015 3:13 PM Flag

    JAMN is down today, why is that? Something wrong with the recipe?

  • Reply to

    About 3.9% os shares are sold short

    by trees36 Aug 13, 2015 9:20 AM
    trees36 trees36 Aug 13, 2015 10:54 AM Flag

    May 29 Empery Asset Mgmt made quite a large investment in the company. Through all your tears, sobs, cries, pains, retching, agonies, soreness, afflictions, etc. did you two notice?

  • As of July 31st, there was short interest totaling 1,915,881 shares, an increase of 10.2% from the July 15th total of 1,738,108 shares.
    Within about 1 1/2 to 2 months short interest will likely rise to 3 mil shares. With positive announcements late summer or fall for progress at the company on multiple fronts these new shorts I expect to cover with BIG losses.

    Sentiment: Strong Buy

  • Reply to

    time for bashers to reverse their thinking

    by magpi10021 Aug 11, 2015 4:01 PM
    trees36 trees36 Aug 11, 2015 4:14 PM Flag

    When JAMN has a tough day or week glennalexander isn't so vocal. Some relief recently...

    Sentiment: Strong Buy

  • Check the Yahoo estimates now, they have been updated to $2.3 mil for Q3 and Q4 revenues.
    Chardan says the company will not need to go to the capital markets for the next 24 months unless Red Sun and/or Magic sales take off.
    This is a good report out of Chardan. It looks like the company can get another analyst to follow them now as Chardan will not be assisting at issuing more shares soon.
    It appears the floor for the share price has been reached!

    Sentiment: Strong Buy

  • Reply to

    opportunity

    by amishkegger Aug 7, 2015 11:30 AM
    trees36 trees36 Aug 7, 2015 2:02 PM Flag

    Your summation for the business is a good one (careful you aren't told you are a pumper).
    Henry & Co, now know the business needs to do its very best at contract manufacturing and selling more Red Sun and Magic. (Packaging seems to have bit Magic this last quarter - likely impacting the gross margin).
    Can't at all agree with you about management buying the stock. They have bought some stock in the past and are underwater like longs. But the stock compensation granted to them has removed the need for them to buy stock outright and annual compensation isn't high enough to put more of their funds/estate in this one business.
    What they haven't done is sell shares in a very long time, Henry I don't believe has ever sold any shares. GREAT!
    We need to expand the business and be frugal with cash and using the stock to buy into business adventures. Let's get the best work out of what they have for the SP to rise back.

  • I believe Red Sun and Magic are viably commercial products - needing to growing these two.
    Another poster took notes from the CC (which I didn't hear).
    1. Money availability? Henry said XXII has enough for the next year and this did not include any possible non-recurring income such as a BAT payment (he said it could be tomorrow, next month, next year, or never but always possible). He said the Asian deal involved a front end payment of about $8MM. He mentioned maybe one or two more areas for added income but can't recall them. He said XXII ended the China deal with Crede (sp?) for non-performance but he expects a new deal prior to the end of the year. Thus, he said he saw no expectation of the need to raise money for at least a year and since he was a stockholder he wants to see as little raised as possible. Sounded very positive to me.

    2. Contract mfg will be picking up as excess capacity at NC plant still available.
    3. Biggest markets for Red Sun so far are the West Coast and Colorado. Same as he saw for the New Mexico brand he marketed.
    4. Europe rollout in UK, France, and Italy delayed until Fall due to packaging but they could have had them out by now but due to most Europeans taking the summer off they want the most bang for their buck with the rollout and determined they would get a much bigger splash in the Fall so the delay right now is due to a decision by mgt.
    5. There has been a lot of interest in our IP portfolio by non-tobacco companies in Henry's response to a question about someone like Midland-Daniels buying the rights to Verfalo.

  • Someone needs to tell mgmt. that Chardan's estimates are a year behind the times. Their revenue estimates end up on Yahoo and they are so wrong...

  • The SP today is lower before quarterly results which is natural. I have been expecting a Magic launch in another Euro country or two by now. Perhaps they haven't the excess inventory for shipping to expanded locations. When Magic expansion in Europe begins again is my question.
    Q2 estimates
    - Revenues $1.9 mil to $2.4 mil
    - Gross Profit - $650k
    - R&D $150k
    - G&A $1.250mil (Legal was $262k in Q1)
    - S&M $150k
    - Loss $900k

    Sentiment: Strong Buy

  • missed some BIG opportunities. In the last 3 months, to make a comparison, ADXS and JAMN have fallen a higher % than XXII. So, the shorts still holding have missed some BIG opportunities. But they have talked themselves into staying short and.... lose BIG money. All the evidence indicates they will continue to post, talk, and under-perform versus other short sellers.

    Sentiment: Strong Buy

  • Closing .005 higher than Tuesday's close.
    A small rise each day is good. Who will sell at less than these prices?

    Sentiment: Strong Buy

  • Reply to

    Best of both world's

    by trees36 Jul 28, 2015 10:15 AM
    trees36 trees36 Jul 29, 2015 9:55 AM Flag

    Idle - Q3 is the test case for verifying there are recurring revenues from Red Sun and Magic. The small studies by other shareholders indicates Red Sun has people who have switched to it. Once we have confirmation that Magic has repeat customers as well then one strong basis for appreciation will have been established.
    It was an NPR story this morning makes me think Korea is not the best place to initiate an Asian JV. China can take years to negotiate but, Japan could be the best opportunity for the company.
    Regardless placing large sums of money after China or Asia seems unwise. The company has good assets to monetize across the America's and Europe. Why not sell Red Sun in Europe with all the qualities it has over competing products?
    Short trading longs are the ones who have made money on these shares. They plan to continue to short trade, too.

    Sentiment: Strong Buy

  • The company doesn't need to issues shares of stock to fund ops and the short trading longs have had to hold their positions for about 30 days.
    So, should the shares appreciate one or two cents per day then that is very good. It could quell the short trading in the stock.
    A sustained rise and a secure higher share price isn't likely until Q3 results come out. Mgmt can take their time getting all the details in place for a MR filing or Asian JV by then.
    Buy and hold is what I see being best for this second half of the year.

    Sentiment: Strong Buy

  • As of July 15th, there was short interest totaling 1,738,108 shares, a drop of 46.5% from the June 30th total of 3,249,644 shares.
    This figure doesn't include the short trade positions held by longs. While short interest will stay low for about two months the share price will tend to move up. A rise to $1 will likely fall to the high $.80's when short trading longs claim their gains.
    There is a good gain in price between today and up to $1.

    Sentiment: Strong Buy

  • trees36 trees36 Jul 23, 2015 4:15 PM Flag

    Please, only longs reply.

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