AS said there are only 2 Wearable Injector supply agreements in the industry, and both of them have been signed to UNIS. Why wouldn't Praluent be expected to be the first drug to go in it.
wow...you finally woke up since 2013 to continue posting negative remarks about UNIS. Ha! Just in time to raise FUD about commercial launch. Your posting history makes your intentions questionable.
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.
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.
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.
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.
Horcents, I thought I recognized your name. Glad to see a fellow AVNR investor on board to our next moneymaker here.
I think your perspective is very rational. A similar thing happened at IDRA which is now ramping up for final testing and commercialization prospects for 2016. The CEO was most passionate about R&D and the science and was being bogged down by the new responsibilities of scaling up for commercial operation. They found a replacement for him so he can get back to what he loves and does best.
Hi All Longtimers,
I would be remiss if I did not add my fond farewell to all of you and thank you for all your insights. While I have migrated to posting more on Stocktwits, I have kept up frequently with your thoughful posts. I have done very well with AVNR and appreciate you getting me up to speed on DD more quickly than I could have on my own. I enjoyed the history and bonds with each other that you have shared with newcomers. Good luck in the future and hope we cross paths again on our investment trails.
Ha Ha dasgutezirdorfer...so that is how you make a statement. Compare the CEO to Bernie Madoff? HAHAHAHAHAHAHAHA, you really are incredible! BTW you say" revenues are not even coming close to those “backlog” numbers and never will". What a jokester you are! Prior to Waller and GMI acquisitions last year, their backlog was $110M and they did exactly $110M is FY2014 revenues. The backlog of $220M was set in September this year, AFTER the acquisitions were completed. HAHAHAHAHA so you think the CEO is lying? You are the liar! I can't stop laughing. I just have to keep accumulating at this price so I can have a 4 bagger in 2015. See ya, loser!
Dasgytezurdirfer, who are you scamming and why? You say:
. The backlog that you reference DOES NOT exist as “backlog” rather it is “contract capacity.” Contract capacity has absolutely no relationship to real revenue in most IDIQ contracts
All YOU have to do is listen to the CEO in the CC to hear him define backlog. It is fully funded and expected to be worked on into revenues in an AVERAGE 18month period. Backlogs used to be only 6-7months and have now grown to a very nice pipeline of continuous and stable revenues. Also, revenues increase for any add on revenues like the PPE being sold by VSRPPS for the ebola efforts right now.
Stop lying. I am sick of people like you with agendas for spreading Fear Uncertainty and Doubt. Get outta here! Why are you interested in a U.S. government contractor anyway? You can't even fool an idiot with your ulterior motives.
Sentiment: Strong Buy
Hi Outlaw...I have been tweeting a lot more than posting on the YMBs. You can follow my trail on Stocktwits. Its a lot quicker and consumes most of my time with all the issues I am investing in. I hardly have to babysit LGF anymore because it is in good hands. I decided that I will hold 2K shares of my core position for Netflix type action in the next 5 years to come. This truly has turned out to be a gem for me. Good Luck!
there is a chart posted on stocktwits with a shoulder from 12/2013 at around 35 and the low of the head at around 25
So true! Baker Bros. is like magic to a bio stock. They know the potential of the pipeline. They are also fully invested in IDRA, another one of my bio holdings. Rest easy knowing that they are the best institution to have behind you.
Speaking of technicals....The H&S pattern I see is a $45 price target, but more importantly an annual cup and handle formation auto detected by the Recognia program indicates a $65 price target within 1 year! Good luck