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Quidel Corp. Message Board

wizerdave 71 posts  |  Last Activity: 12 hours ago Member since: Feb 2, 1999
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  • STEM needed capital. Anyone looking at the balance sheet and income statements would know that. Big investors had that costed in already. Yes, I'm disappointed that they didn't get more than $.70 for shares and $.85 warrants. They're not good at selling their value to the financial markets.

    But 6-12 months from now the stock price will depend on interim results of trials. Sorry to mention it, but within 12 months they'll need even more capital. That could happen without dilution if they partner up. But otherwise, if even one of their several trial areas shows the promise we hope for the stock price could be so many 100%s higher that they'll have no trouble raising more.

    Now lets get some good trial results and forget this day. Spinal cord injury people start walking. AMD people - here's wishing you 20/20 vision, soon!

    Sentiment: Buy

  • than the current level." "Q4 probably is good - Could be even a little earlier than that in our opinion". I think they are being cautious in Q2 estimate, as is good practice. Better to increase earnings estimate later if necessary.

    Sentiment: Buy

  • 300% increase illustrates the nature of the business. Orders are pushed up some quarters...and pulled back others. You look at the yearly projections, and expected growth going forward. After all, Q1 expectations were increased during the Qtr. I don't see technology demand going anywhere but up year over year. And Mattson is in good position to gain market share - as they've been doing.

    Sentiment: Buy

  • But 2nd half revenue will then be higher than 1st half. Funds won't be selling shares because this means second half will appear even bigger. But there may be some little fish selling near term. Overall, I'm thrilled to see Mattson Tech with 6 quarters of positive earnings in a row, and continuing positive through 2016, growing steadily despite one quarter with revenue delayed into 2nd half. Unless you're brand new in the IT investment area this is nothing new. Customer softness in DRAM one quarter is often made up next quarter. I'm just happy they still expect positive earnings for Q2, and met the increased estimate for Q1. Mattson Tech is back!

    Sentiment: Buy

  • Reply to

    4-23 After Hours Trading

    by scantrack Apr 23, 2015 6:42 PM
    wizerdave wizerdave Apr 23, 2015 8:38 PM Flag

    What happens is the market maker throws in a bid and ask that give a substantial gap in case something happens after hours. Very often he gets lucky and someone throws a buy or sell price in at "Market" - or hopes someone is trusting enough to put a limit order in far out of norm. If you really got some at $3.40 you got very lucky! I have lucked out on after hours this way before, so I believe you. But TDAmeritrade shows the ask at $3.79, now. Mattson is a well managed company and I believe they've found a good mix and plan for the future. I just bought back in earlier today. I owned them years ago and am looking forward to more upside.

    Sentiment: Strong Buy

  • Reply to

    AST MARKET CAP ABOVE BTX

    by whoareutosay Apr 21, 2015 4:24 PM
    wizerdave wizerdave Apr 21, 2015 6:00 PM Flag

    I was noticing the same thing. Just shows how irrational the market can be. Apparently, the low float for AST (especially since BTX owns around 70%), and strong demand, are forcing the price way up (supply and demand) - and deservingly so. Eventually, reason comes back and the parent company is rewarded. I have no problem with ASTs market cap. But I don't think Asterias is even half of BTXs real value. Right now I wish they would distribute the AST shares to BTX owners. Could be planned!

    Sentiment: Strong Buy

  • Reply to

    Holy Moly CokAMoroly ----

    by mlbox4992 Apr 20, 2015 4:07 PM
    wizerdave wizerdave Apr 20, 2015 7:38 PM Flag

    I've been buying the BTX warrants. Love their 7 subsidiaries. I also like the Mas tiempo! Quien sabe a que precio estarĂ¡ en Oct 2018! Also a LONG time Geron owner.

    Sentiment: Strong Buy

  • For those who seem to judge a company's value by the charisma of its CEO (and lack thereof) I'll just warn you to look a little deeper. It would be preferable to have a solid business plan, good prospective products, and a charismatic CEO. But if I had to leave one out, the charismatic CEO would be first to go - unless you're just hoping for a pump and dump to ride and hope to get off in time.

    I like AST and GERN and hope they both have solid futures (as well as AST's parent company BTX who owns about 70% of AST). But the way people are basing their justification of price on a charismatic leader worries me more than anything. Scarlet may not be talking trash before the game, but he knew enough to get J&J to put up big money, and clinical trial results are far enough along to base investment on observed results. There's talking, and then there's scoring points.

    Sentiment: Strong Buy

  • BTX is still the majority shareholder of AST and has 7 or 8 total subsidiaries - most of which have synergistic relationships (meaning patents held by one are beneficial to others) - and BTX has quietly acquired a huge portfolio of stem cell and other development, patents, and businesses. GE is one of the first majors to recognize their worth, but very soon they'll all recognize BTX as either a major threat or a major player to be partnered or reckoned with. There will be enough news released this year by subsidiaries (most are not publicly traded, yet) to put BTX in a major spotlight.

    Sentiment: Strong Buy

  • Reply to

    BTX/GE deal

    by headsupeyesclosed Apr 2, 2015 5:35 PM
    wizerdave wizerdave Apr 17, 2015 12:25 PM Flag

    Well, maybe an oligopoly in hESCs. Probably the largest number of patents that others will have to deal with. I love the fact that the BTX subsidiaries are able to capitalize on these patents and share developments with each other in the many areas they are individually and jointly working.

    Sentiment: Strong Buy

  • Reply to

    Why this stock will never hit $100. Or $10.

    by realtruf Apr 17, 2015 10:36 AM
    wizerdave wizerdave Apr 17, 2015 10:42 AM Flag

    I'll bet you said that about Amgen, Gilead, Regeneron, BIIB and a hundred others before they had any approved products. Where would the world be if populated only by people like you?

    Sentiment: Strong Buy

  • Reply to

    Maybe BTX is the subsidiary

    by jetpro3 Apr 16, 2015 4:42 PM
    wizerdave wizerdave Apr 17, 2015 10:38 AM Flag

    BTX is still the majority shareholder of AST and has 7 or 8 total subsidiaries - most of which have synergistic relationships (meaning patents held by one are beneficial to others) - and BTX has quietly acquired a huge portfolio of stem cell and other development, patents, and businesses. GE is one of the first majors to recognize their worth, but very soon they'll all recognize BTX as either a major threat or a major player to be partnered or reckoned with. There will be enough news released this year by subsidiaries (most are not publicly traded, yet) to put BTX in a major spotlight. BTX will always be the parent but, believe me, we're happy to see the children doing so well.

    Sentiment: Strong Buy

  • Reply to

    Number of 483 Notices Issued Annually - 5,000 +/-

    by gene4346 Apr 9, 2015 8:38 PM
    wizerdave wizerdave Apr 10, 2015 9:28 AM Flag

    Buy more!

    Sentiment: Strong Buy

  • Reply to

    Number of 483 Notices Issued Annually - 5,000 +/-

    by gene4346 Apr 9, 2015 8:38 PM
    wizerdave wizerdave Apr 10, 2015 9:25 AM Flag

    Great research post! Facts are so much better than hipe!

    Sentiment: Strong Buy

  • Dead give away when you make little one line comments one after the other using each of your made up names. Oh, one or two may be your fellow #$%$ shorts, but most are just your multiple, delusional personalities.

    Sentiment: Strong Buy

  • wizerdave wizerdave Apr 10, 2015 9:13 AM Flag

    Ha! I see you've been a basher for a while. But you should be careful about misrepresenting news. This is not about "the adverse reaction to using" any drugs. It's merely about not having adequate procedures in place for reporting any day to day minor issues, and limited to reporting MINOR issues. Apparently their documented procedures for reporting any major incidences are fine, as the FDA didn't question those.

    I haven't seen Adam F's Tweet, but he has a terrible reputation as a basher. Years ago, before I knew, he influenced me to sell HGSI which dropped, then went from $0.50 to about $36.00 before being bought out. I always suspected he did this so his friends could buy low - knowing the FDA outcome in advance.

    Sentiment: Strong Buy

  • Reply to

    What do I do?

    by mandull10 Apr 10, 2015 7:29 AM
    wizerdave wizerdave Apr 10, 2015 8:42 AM Flag

    One possibility is to sell and use proceeds to buy GALE $2.00 call options for Jan 2017 at around $0.45 with proceeds. However, if you're selling at less than $1.30, you're probably crazy considering the company has drugs in Phase IIb and Phase III development that are blockbusters and showing great promise so far. Also, the warning letter concerns procedures related to 2 minor drugs they bought rather than developed and are only intended to bring in a minimal amount of revenue to help fund their blockbuster cancer drug.

    I'm holding right on through little blips. It will probably be right back up before or after 1st QTR earnings report. But I also have call options.

    Sentiment: Strong Buy

  • Reply to

    Bright Future

    by ozark580 Apr 7, 2015 11:52 AM
    wizerdave wizerdave Apr 8, 2015 7:27 PM Flag

    I don't know when the accumulation will be at full speed, but I know it will, and don't want to be on the sidelines. When I see companies like RGEN (Repligen - not Regeneron) which is listed as a biotech, but really just manufactures Protein A and related supplies for biotechs, with a P/E around 140, missing already low earnings projections, and still gaining 100% along with biotechs, I wonder when a real company with great products like Osiris will get their justified share price gain. I thought last quarter's results would be enough to send us soaring, but I guess the gurus won't notice until Stryker sales rev up more, and more great products are approved. By then it'll be too late, of course. I won't be surprised to see a blowout this quarter - in fact I expect to exceed expectations, again. Nothing boosts a stock price like steady earnings growth!

    Sentiment: Strong Buy

  • Reply to

    Good sign.... low volume and were trading up!

    by jdliberty02 Apr 7, 2015 12:12 PM
    wizerdave wizerdave Apr 7, 2015 8:17 PM Flag

    Keep up the hope! I'm newer, here, but have been early in to several of these and out too soon - like REGN (now $440, and too many like that). I probably held REGN for 10 years, retired, sold because I was moving and needed the money. Cost me several $100,000. I see PSDV with almost as much potential. I limit investments, now, to stocks in later development like PSVD. It won't be long!

    Sentiment: Strong Buy

  • Reply to

    More Galena Filings on Motion to Dismiss

    by rocketjock1 Apr 7, 2015 1:51 PM
    wizerdave wizerdave Apr 7, 2015 7:29 PM Flag

    Most likely the Galena case will be dismissed, but CytRx may not. From the beginning it has seemed that CytRx handled the promotions, but even then plaintiffs will have to show that they instigated the publication of FALSE information. I'm not even sure CytRx can be held responsible for a second party breaking the law by not disclosing that they were paid, even if CytRx told them not to. The publishers act independently, and the law covers the publication of info without disclosures. Galena didn't even edit the stories, but CytRx apparently did. That alone means nothing if the information was correct.

    Sentiment: Strong Buy

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