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Валгрин Ко. Message Board

veqasfletch2001 86 posts  |  Last Activity: 5 minutes ago Member since: Sep 12, 2002
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  • Anytime DEPO is mentioned, it brings back a lot of bad feeling and taste.
    Here a news is released with DEPO name in it and we lost 5% immediately.
    Is HZNP becomes stubborn in this regard? I think so.
    Forget DEPO, do more research on the company and you see most of DEPO numbers are exaggerated. It does not worth it.

    Sentiment: Strong Buy

  • Ok Mr. TW and the team, we believe in you but still think that pursing DEPO is waste of time and energy.
    As of today (11/13/15) only 10k of DEPO shareholders tendered. Now you need 49.99999% more.
    Please stop this nonsense and put time and energy in other problems.

    Sentiment: Strong Buy

  • Reply to

    Voting Completed - HZNP Wins!

    by jcbrowns Nov 13, 2015 2:18 PM
    veqasfletch2001 veqasfletch2001 Nov 13, 2015 2:24 PM Flag

    HZNP did not win anything.
    If only 10k DEPO shares are tendered up today which is 0.015% of DEPO shares then why HZNP is still pursing it?
    HZNP should stop acquisition immediately and put time in other problems.

  • They started to dump DEPO shares. Who blames them.
    However, management must be happy for cancelling the deal.
    In that case, please stop negativity about HZNP and put your mind in growing your company

  • ES, LC and all the courts ruling will end soon. HZNP is a strong pro patients, pro doctors company and it is willing to reduce its income to help patients. The judge will consider all these facts and one way or another the ruling will be in favor of LC and HZNP.

    Now lets pay attention to HZNP income and growth that are improving significantly.
    HZNP has a very bright and clear plan for its future which has been announced clearly.
    You may not find a small company in the sector that predicts its future in this manner.
    DEPO barely talks about next quarter outlook and it does not dare to go further.
    HZNP is a company that will rise above many others. Now small issues with ESRX will be solved sooner and later and they are just a bump in the way but they will be history eventually.
    The most great thing about HZNP is that the company finds a way to deal with all these problems and learns from them to execute better. On the other hand, when it finds a lemon, it makes lemon juice out of it. The history of V and D drugs has shown us this fact.

    Sentiment: Strong Buy

  • veqasfletch2001 by veqasfletch2001 Nov 13, 2015 12:28 PM Flag

    Mid BB is at $17.58 and it is rising. The stock stayed above Mid BB in past 3 trading days. This is making it a strong support and the stock usually tries to go to Upper BB which is sitting at $22.05 now.
    50 DMA is at $21.18 but it is heading down and probably will be flat around $20. It was broken a few times and it is not a strong resistance anymore. So, $20 will be a new floor for the stock next week.

    Sentiment: Strong Buy

  • Reply to

    Is DEPOMED take over still active?

    by thewanderer50 Nov 13, 2015 11:34 AM
    veqasfletch2001 veqasfletch2001 Nov 13, 2015 12:13 PM Flag

    I hope HZNP dumps DEPO since all these troubles and problems have started by DEPO.
    After all, HZNP will pay too much for DEPO and if you look at DEPO and its numbers, they are not that great but there are a lot of exaggeration in them. I mean, HZNP can get much better deals than DEPO. It is not 6 months ago anymore and environment is different now. It is hard to raised prices when DEPO already did it and most of DEPO drugs are not going anywhere and they have anemic growth.

    Sentiment: Strong Buy

  • Reply to

    Amazingly Gilead is trading at 7X 2016 eps

    by cordari30 Nov 12, 2015 12:25 PM
    veqasfletch2001 veqasfletch2001 Nov 13, 2015 11:25 AM Flag

    GILD becomes ultra conservative. No growth. It is wasting its money for share buyback. No acquisition.
    Look at IBM and AAPL. No innovation. GILD is going their ways.
    Now look at HZNP a young company that is taking risk and pushing the envelop. It will double in no time.

  • veqasfletch2001 veqasfletch2001 Nov 13, 2015 12:02 AM Flag

    There was a court day on 5th regarding PP but DEPO was able to change to 19th.

  • Reply to


    by bio_stox1 Nov 11, 2015 4:21 PM
    veqasfletch2001 veqasfletch2001 Nov 11, 2015 5:09 PM Flag

    Allegation by Express Scripts
    1. Provider (Linden Care) has mailed hundreds of prescriptions into Maryland even though provider’s license expired on 5/31/2014

    2. Provider has mailed drugs into California. Provider does not have a license in California.

    3. Provider is operating primarily as a mail order facility as opposed to a retail pharmacy. This contradicts representations made to Express Scripts during credentialing process.

    Answer By Linden care:
    1. Linden Care renewed its Maryland license on 5/22/2014 and it expires on 5/31/2016. A copy of the license was included in Linden Care’s lawsuit against Express Scripts.

    2. Linden Care’s California facility is licensed in California and services patients in California. Linden Care’s New York facility has not mailed any prescriptions to patients residing in California other than incidental accommodations for patients on vacation or traveling to California.

    3. Linden Care is licensed as a retail pharmacy in New York and has adapted to provide a modern means of home delivery to serve patients nationally. Linden Care has been recredentialed by Express Scripts several times with the understanding that a significant portion of its business is delivering prescriptions to patients’ homes.

    Sentiment: Strong Buy

  • veqasfletch2001 by veqasfletch2001 Nov 11, 2015 3:01 PM Flag

    Harvoni is GILD hep c drug with superior results, much less side effects and one pill daily. No drug has done better than Harvoni to cure hep c patients in a shorter time.
    ES denied Harvoni and signed with ABBV VP hep c drug that is less effective, 5 pills daily, a lot of side effect but a little bit cheaper.

    Now, some patients who were taking ABBV drug got heart failure.
    Again, ES acted like doctors and FDA and decided that patients should take a bad drugs and ignore the good one so it can profit more.
    No official stepped in to argue in favor of patients. This is the system we have.

  • Reply to

    False billing, here you go

    by johnny_the_investor Nov 11, 2015 1:22 PM
    veqasfletch2001 veqasfletch2001 Nov 11, 2015 2:15 PM Flag

    (V)RX and (ES)RX have same last name.
    Too big to fail or too big to cheat. It was obvious that big banks did all the cheating. When you are too big then probability of wrong doing is more.
    ES is out of control and it is time for authorities look into the company practices.

  • veqasfletch2001 by veqasfletch2001 Nov 11, 2015 2:01 PM Flag

    This was less than 5% of HZNP revenue and HZNP will do the same it did for other drugs, V and D.
    Are V and D performing worse than before? Of course not, they are doing better than before.
    Linden also will win the court since it is logical when it has only 17% of its business comes from HZNP.
    ES did not do any research before going to war and it will be a loser and something that other specialties will use against ES.

  • Reply to

    Next Week

    by veqasfletch2001 Nov 8, 2015 2:33 AM
    veqasfletch2001 veqasfletch2001 Nov 8, 2015 8:54 PM Flag

    "The Horizon Pharma of today looks quite different than it looked just a few short months ago, not to mention a year ago. Our current phase of rapid market leading growth is exciting, dynamic and has been rewarding for all of us. It represents greater financial flexibility for us to consider additional reinvestments in the business for external growth opportunities that further strengthen and diversify our Company."

    Indeed, HZNP is different from a few months ago when the stock was trading above $30 and close to $39.
    HZNP is much stronger in every area and its outlook points to a strong and dynamic growth.
    Well, HZNP will be under smart money radar and stock price is going to mark high record in a short time, may be before year end. Grab your best XMAS gift from HZNP.

  • veqasfletch2001 by veqasfletch2001 Nov 8, 2015 3:45 PM Flag

    My guess is that speakers will be scientists who are working or worked on orphan drugs.
    They will represent some promising results on current HZNP drugs under test.

  • veqasfletch2001 by veqasfletch2001 Nov 8, 2015 2:39 PM Flag

    Check his previous posts.
    There is no record before Oct 16 of this year. He started his posts by a rumor as follow

    ------ subpoenas are out
    Horizon is a fraud that charges $1000s of dollars for ibuprofen. Just wait till it becomes clear the frauds that horizon has been using. Do you really think this will go on forever? Fraud charges coming... ------

    So, he fabricates stuff without any facts. In addition, he is not an investor, short or long. Once, russianmule cornered him based on some of the stuff he was talking about. He seems to be a salesman who could not make it or probably being fired.
    So, do not waste your time on him since he does not understand the basic about accounting and growth companies.

  • Reply to

    Earnings Monday

    by ranmec Nov 7, 2015 2:38 PM
    veqasfletch2001 veqasfletch2001 Nov 8, 2015 1:55 PM Flag

    DEPO will beat but it will not be something close to what HZNP did.
    However, analysts have already raised DEPO's estimates and there will not be any surprise. Just a little bit higher so to call it beat.
    This is the reason for DEPO to stay above $17 while HZNP went to $15 in last dip.
    After all, DEPO gained over 8% for HZNP huge beat on last Friday. HZNP will continue to rise on Monday too and DEPO will follow it again.

    However, Tuesday will not be a good day for DEPO. Investors may be disappointed since DEPO revenue and income, even though higher than estimates, but not enough for PPS to be awarded. Basically, all good news already have been priced in DEPO and there will not be anything else to excite investors.

    I am sure that HZNP will keep rising because of its new high outlook and other news. But DEPO may not follow it on Tuesday since HZNP may consider to drop DEPO acquisition. HZNP has said that recent volatility in the sector has created a lot of opportunities which are more affordable and it has targeted 2 acquisitions for this year but It will decide on DEPO in January.

  • veqasfletch2001 by veqasfletch2001 Nov 8, 2015 2:33 AM Flag

    This what John Thomas, Strategy & IR said
    "Yes, so on Monday we just plan to go through our overall plans for the business, give you a little bit more color on the various components of the business that you have been asking about, orphan in particular. Some M&A update opportunities, a financial summary and maybe a couple other things too."

    So, there will be M&A update or may be an acquisition announcement.

    In addition, TW said
    "The reason we are doing it is there is just a lot of misinformation, misunderstanding in the market and I will walk through our business transparently and that will be it."

    The first statement gives hope and builds future dreams.
    The second statement will stop negativity and separates HZNP from other bad name businesses. May be DEPO will be mentioned too.

    If not next week, for sure a week after next week an acquisition will be announced.
    The stock has to get to $28 minimum by next 2 weeks. But remember that there will be a fight from shorts and they will try hard to find some weak hands among longs who may sell especially if he/she bought recently at low.

  • veqasfletch2001 by veqasfletch2001 Nov 8, 2015 1:45 AM Flag

    One analyst asked about share buyback and the answer was straight NO.
    I do the same. HZNP is a high growth company and high growth companies do not do either share buyback or pay dividend, The analyst should know it.
    IBM has done heavy share buyback and look at it. Instead of putting money in innovation and growth, it bought back its shares.
    GILD has done the same recently, paying dividend and buying back its shares instead of putting money in acquisition or development (compare to its income). What GILD gets is PE under 10 for this action while CELG gets PE of over 58.

    Some posters do not understand the difference between growth stocks and value stocks. They look at GAAP income which is good for value stocks and they are expecting the same for growth stocks. Companies that are in high growth mode spend high dollars for growth (either organic development or acquisition) and so GAAP is small or negative, but NON-GAAP income is more meaningful for them.

  • Reply to

    2016 Earnings Revisions

    by samiam3939 Nov 7, 2015 1:59 PM
    veqasfletch2001 veqasfletch2001 Nov 8, 2015 1:14 AM Flag

    I agree with cash_is_king that CVS and ES actions will not affect HZNP sale if they decide to exclude one or two of of HZNP drugs next year. PME will take care of it the same way it did for D and V.