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SemiLEDs Corporation Message Board

wanna_million 6 posts  |  Last Activity: Apr 30, 2015 6:39 AM Member since: Apr 10, 2012
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  • Reply to

    Cash Statement

    by karljasper Apr 27, 2015 4:17 PM
    wanna_million wanna_million Apr 30, 2015 6:39 AM Flag

    Piper was looking for 13-14M in sales I believe. This is quite possible. the run rate for working capital exceeds the previous 2 quarters by about $4M. If most of this is an increase in A/R then we can get to that number. We will soon find out. I am more interested in Guidance going forward from Hastings.

  • Reply to

    First Quarter with our new CFO David Hastings

    by wanna_million Apr 28, 2015 9:17 AM
    wanna_million wanna_million Apr 29, 2015 6:28 PM Flag

    I recall reading somewhere that Hastings was an Orbimed pick. Not sure why you say he was ousted from INCY. It was clearly mentioned on his last conference call was that it was his choice and they were sad to have him leave but that he graciously agreed to stay one month to train the incoming CFO. This was planned. After 11 years at INCY, why wouldn't he want a vacation before coming to UNIS?

  • I just listened to his last presentation he made for INCY. He was very well respected by management for what he did to ensure the growth strategy of INCY from R&D to commercialization of its drug pipeline....Under his tenure the price of INCY went from 3 to $80 in 6 years (2009-2015).That is basically a double every 1.33years The analysts on the call were emphatic on what a tremendous CFO he is.. I feel like he is coming to UNIS at the right time to ensure a profitable growth strategy. On the call, he answered very detailed questions regarding inventory levels and was very forthcoming on giving information to evaluate the continued growth of the business.

    I expect that he should deliver a very clear guidance on what growth is to be expected at UNIS. We heard enough fluff from Alan on anticipated contracts, so an experienced CFO can bring a concrete path on sales expectations without having to give away which Big Pharma is fueling the growth. Certainly he has had more than enough time to put together some forecasts based on current production plans and contracts. He is experienced in Biopharma so he can make reasonable time assumptions based on where its pharma partners are in clinical studies. This is a NEW full time job, so I expect that a lot attention is being given to deliver results and to formulate clear growth projections that can be conveyed to analysts. Finally, we have someone with the experience to give a broad audience of analysts the information they need to start covering this gem and to draw institutional support.

  • Reply to

    The case for $100 NVAX

    by instocknow Feb 1, 2015 12:59 PM
    wanna_million wanna_million Apr 25, 2015 9:53 AM Flag

    instocknow,
    Thanks so much for sharing your DD and sources. Very interesting and it helped to solidify my confidence in the vaccine growth prospects of NVAX. The distribution portion of the report (page 38) explains NVAX's competitive advantage to disrupt the vaccine market by having a formulation that does not require frozen storage and NVAX has a very favorable shelf life. It explains the trouble Medimmune had with market acceptance of FluMist and Merck's problem with Gardasil because of these issues.
    Regards,
    Wanna

  • Reply to

    NVAX: Next Gen Biotech Superstar…

    by birdyvax Mar 27, 2015 12:51 PM
    wanna_million wanna_million Apr 7, 2015 7:22 PM Flag

    Birdyvax,
    Thanks for sharing your DD on the message board. I think NVAX is building a cult following. This will be a nice 5 year investment at least.

    Regards,
    Wanna

  • Reply to

    NVAX: Next Gen Biotech Superstar…

    by birdyvax Mar 27, 2015 12:51 PM
    wanna_million wanna_million Apr 7, 2015 7:17 PM Flag

    Horcents, I thought I recognized your name. Glad to see a fellow AVNR investor on board to our next moneymaker here.

    Regards,
    Wanna

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