Recent

% | $
Quotes you view appear here for quick access.

LeapFrog Enterprises Inc. Message Board

yogisteve77 55 posts  |  Last Activity: May 19, 2015 12:38 PM Member since: May 17, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • In today's PR the CEO mentions licensing as part of their long term business model. That is where the real money is for ENCR, not equipment sales. Structure future contracts to include revenue from the back end sale of the energy produced by the equipment. Then ENCR becomes an energy company with significant - and steady - streams of income. Next months successful validation testing blows the lid off this stock.

    Sentiment: Strong Buy

  • Author may have well have added at the end of the article:

    And if you sneeze today you may or may not have a cold / allergies / or just an itchy nose. There was zero informational content in the article - just one (stupid) persons opinion - no facts or data to back up his opinion.

    Sentiment: Strong Buy

  • Man that was a lot of volume at that price point over the last two days. But we're clear and should be over 5 in a matter of weeks at the most.

    Sentiment: Strong Buy

  • Reply to

    CEO of ELTP

    by wulfdad Apr 14, 2015 4:33 PM
    yogisteve77 yogisteve77 Apr 14, 2015 5:04 PM Flag

    Expect a PR regarding dosing the first patient in the Phase III by the end of the month. Stock then spikes up to where CEO did his insider purchase a while back.

  • on my chart the 50 dma is at $3.23. sets up nicely going forward. this acquisition is a very nice fit / and at a good price.

    Sentiment: Strong Buy

  • Reply to

    50sma crossing UP through 200sma

    by stpetersteve Apr 13, 2015 3:52 PM
    yogisteve77 yogisteve77 Apr 13, 2015 4:21 PM Flag

    Prior to the trading halt last week 3.08-3.10 was resistance - now it is support.

    Two days in a row they have tried to push it back down below 3.08 and couldn't do it - yes very bullish.

    Sentiment: Strong Buy

  • http://www.gizmag.com/spiber-synthetic-silk/28267/

    Claim to start producing this year and meaningful commercial ramp-up from there.

  • Reply to

    Strong Buy

    by yogisteve77 Apr 8, 2015 11:46 AM
    yogisteve77 yogisteve77 Apr 9, 2015 1:18 PM Flag

    Told you yesterday - hope you bought some then. On our way to $5+!!!

    Still time to get on the train.

    Sentiment: Strong Buy

  • yogisteve77 by yogisteve77 Apr 8, 2015 11:46 AM Flag

    Recurring revenue from existing products - launching at least 4 news products this year - extremely strong IP - finally have their act together - over $5 by the end of the year.

    Strong buy!

    Sentiment: Strong Buy

  • Reply to

    IGXT requires a real good dog and pony show!!!

    by txgi50 Apr 7, 2015 9:52 PM
    yogisteve77 yogisteve77 Apr 8, 2015 11:28 AM Flag

    Money - show me the money! The market is clearly not impressed with this VP hiring, or the latest earnings / CC. Stock is down almost 20% (again) after this news. And now it is back to almost zero volume / interest everyday.

    Zerbe does not have the skills to perform / execute outside of the laboratory. That in and of itself is not a criticism - what I do criticize him for is his ego not allowing for him to admit he doesn't have the skill set.

    What would the company and stock benefit more from - a new CEO or a VP of Manufacturing? It will be another 6 months minimum until they building and equipment are up and running - and Zerbe has spent his whole life in film production so it's not like there wouldn't be anyone around to oversee this work. They won't even need this production on a commercial scale until late 2016 at the earliest (and again Zerbe knows film production better than any VP he brings in). The company needs leadership - hire a real CEO!!!!!!!!!

    Sentiment: Strong Buy

  • Reply to

    IGXT requires a real good dog and pony show!!!

    by txgi50 Apr 7, 2015 9:52 PM
    yogisteve77 yogisteve77 Apr 8, 2015 10:16 AM Flag

    The 'really good things' have been there for over 5 years now and the 'potential' peaked when they filed for Forfivo back in mid-2011 (stock went over a dollar). But Zerbe has clearly shown he doesn't know how to effectively turn technology into money (took him 3+ years to turn Forfivo into more than $1M a year in income - despite being the best product in its category).

    IGXT is simply a research laboratory until they hire a real CEO (and also a Marketing / Business Dev VP preferably). Show me the money as the saying goes - and this takes off.

    From the earnings report / CC it is quite clear all they have for at least the next 18-24 months is Forfivo royalty income that will peak at maybe $4M this year and no more than $7M in forward years (for real heavy money milestone payments don't enter the calculation because the are one offs / not bankable recurring income). Hire a real CEO with a plan and this takes off!!! It's the potential of that happening that keeps me invested, cause when it does (oh please make that happen) this really takes off and quickly.

    Sentiment: Strong Buy

  • Reply to

    IGXT Best Potential Revenue Maker

    by yogisteve77 Apr 7, 2015 8:45 AM
    yogisteve77 yogisteve77 Apr 7, 2015 3:30 PM Flag

    The only thing you have to swallow / stomach is having to deal with an incompetent CEO (Zerbe). Beyond comprehension why they haven't done anything with this with regard to launching it as a generic to Marinol. It's like found money.

  • Reply to

    IGXT Best Potential Revenue Maker

    by yogisteve77 Apr 7, 2015 8:45 AM
    yogisteve77 yogisteve77 Apr 7, 2015 12:12 PM Flag

    Yes for pain, but for Marinol - at least from the limited info given by Zerbe (as usual) - they appear to have done the bio-eq work to file a 505B (just like INSY did). Or it can easily / cheaply / quickly be done.
    If not the point is they easily could have done this 3-4 years ago. This generic for Dronabinol is a much lower hurdle to cross than Bupropion which required showing no incidence of seizures despite elevated drug blood levels of the Bupropion.
    Lower hurdle / bigger market - would just be curious as to why they haven't gone after something so easy to do (INSY did it - no pun intended - painlessly).

    Sentiment: Strong Buy

  • Reply to

    IGXT Best Potential Revenue Maker

    by yogisteve77 Apr 7, 2015 8:45 AM
    yogisteve77 yogisteve77 Apr 7, 2015 11:30 AM Flag

    The point here is that this generic Marinol business is something they could / should have today. It follows the same 505B path way they used for Forfivo.
    The Schizo and Suboxone are still years away - the first from a development perspective and the later also has patent hurdles to clear before it can / will be marketed. Realistically as you put it, these are 2017 at the earliest and probably 2018.
    There is a reason the stock is still below a dollar a share - because of Zerbe's mismanagement the timeline on virtually all of their programs keeps getting pushed out years. Remember Migraine should have launched already, at least that was the original guidance until they messed up the API source (which they still don't seem to have a plan for fixing, at least per the CC). They need a real CEO.

  • Reply to

    IGXT Best Potential Revenue Maker

    by yogisteve77 Apr 7, 2015 8:45 AM
    yogisteve77 yogisteve77 Apr 7, 2015 11:17 AM Flag

    If you read my post carefully I state that they could market this as a generic Marinol - just like INSY does. That is NOT for pain relieve. The Marinol market size last year was almost $500M - that is 2.5 times the size of the high dose Bupropion market for Forfivo.
    INSY does not make their Dronabinol generic Marinol, nor do they have a sales force. They market through one of many existing drug distribution companies out there for generics. IGXT has a better generic than INSY, and they have a better product than the existing Marinol product. So if they were to even get 1% of that $500M market, that's another $5M a year. But alas we have Zerbe as the CEO.

  • Reply to

    IGXT Best Potential Revenue Maker

    by yogisteve77 Apr 7, 2015 8:45 AM
    yogisteve77 yogisteve77 Apr 7, 2015 10:26 AM Flag

    I have always posted that Zerbe is not qualified to be the CEO. Great scientist - just never let him out of the laboratory. I would bet my right arm as they say that if they hired a credible CEO with past pharma exp this stock would be over a dollar in a day.
    It's really sad - even painful - to watch this company / stock stagnant under a dollar simply because the owner (Zerbe) is too stubborn to hire someone who knows how to run a company. So much potential in this company!!!

  • Their Neuropathic Pain product uses their Adversa Tab to deliver Dronabinol (THC from cannabis) easily and effectively. The global pain category is $30B+ in size and growing, with most existing pain drugs coming off patent in this area by 2017. It has also proven to be a difficult product development area, with many clinicals failing to meet even P1/2 test parameters. Dronabinol has known - and accepted - potential in the pain area.
    IGXT could actually market this product today as a generic to Marinol - which is used to suppress nausea in chemo patients and to increase appetite in AIDS patients - not sure why they don't though. At the least would love to see Zerbe speak about this opportunity. Some stocks using cannabis / dronabinol have benefited quite nicely. INSY is one of them.

    Sentiment: Strong Buy

  • Reply to

    IntelGenx Grants Stock Options

    by headhunterinva Apr 2, 2015 12:34 PM
    yogisteve77 yogisteve77 Apr 2, 2015 1:05 PM Flag

    Now all they need is a CEO.

    Zerbe is a great scientist, but like many (if not most) PhD's thinks he knows how to do everything. I respectfully disagree. I would love to see the company hire an established business smart CEO. If they made that announcement this stock would surge up over a dollar instantly.

    Sentiment: Strong Buy

  • Reply to

    HC Wainwright out with very positive update

    by patricktully38 Apr 2, 2015 9:02 AM
    yogisteve77 yogisteve77 Apr 2, 2015 11:02 AM Flag

    There are clearly huge catalysts Patrick - it comes back to the timeframe in which they get achieved.
    It was only two years ago Zerbe was still projecting 2015 revenue of $40M (excluding milestone payments) - they will be lucky to get even 10% of that (in royalty payments). Migraine - even in the EU - will not launch this year IMO. Both the FDA and EU will require stability data on 3 lots of manufactured product - that will need to come from the new facility (which won't be ready until end of this year + 3 months of stability)
    This company has always had great technology, it is on the execution side that the company has disappointed. Heard it again yesterday with the update on migraine.
    Have followed this company a good many years. Absolutely great technology, but they need a seasoned business smart CEO (sorry but that is not Zerbe's strength).

    Sentiment: Strong Buy

  • I've got one web site that I follow ELTP on that is showing over 1M shares traded after hours last night.

    Can anyone confirm / refute? Thanks.

    Sentiment: Strong Buy

LF
2.15-0.03(-1.38%)12:01 PMEDT