I bought my shares just after the secondary. So, I am not listening to my own advice.
But the Feb guidance did not include the rapid drop in euro that got terrible in March ... So, there id going to be disappointment after earnings (maybe loss of $1,5 to $2M) .. So, I expect a sell off, but a quick jump back in price within a couple of days or weeks
The Rock band 4 is getting great vibes and I am projecting 25 cents eps for the oct/nov/dec quarter .. time will tell
the numbers got to be aweful, given the collapse in Euro and that more than 50% of sales are from europe
Having said that, load up as much as you can after results are out
i thought they have $4M cash and burn is less than $1M a quarter ... why mid june? is it coz of deb to CEO which also owns 30% of the company?
LoL .. yes .. here is TEva ...
31 Oct 2014 The US FDA accepts NDA for hydrocodone extended-release for Pain for review
dig .. i am assuming you are short here ...
YES, a partner is needed, but not to finance ph3 .. this maybe similar to PAR deal, but with much better economies .. $300M milestone payment upon approval and mid 20s royalty with TEVA makes this a $15 stock
This is an honest, very hard working and very knowledgable CEO and very careful with not overspending
GL with your short
If what CEO says is true .. i.e. going from 2 to 5 to 10 sales force and increased adoption occurs .. this stock is going to $50 in a year ... So, don't worry about these little volume and price movements
for IPCI, my guess is they will file within 6 months. This is amazing for a huge product potential .. W/O phase 3, they really do not need a partner
what is going on with their ANDA portfolio ...
once marketed, US sales are going to be well over $300M a year (Oxy is $3B a year)
market cap in 2017/2018 has 50% odds of $1B or $40 !!!
$3 is a good entry
it met ph3 primary for a drug with a billion $ market and thus could be on market in 1 year ... the market cap could well exceed $500M on this news .. some shares will be sold but probably at $6
market cap at $6 a share is now close to half a billion $ .. my guess is that this will come back to $1
1.4B .. 135 shares -- $10.3 a share
it is increasingly clear, twtr as a standalone company is doomed
If twtr has any sense, it will put itself for sale and accept a $50 offer.
if it does not, it will go to $5
to take some time and review slide #16 of the May 13th presentation very carefully.
Note that NONE (again NONE) of the 12 patients that were AR-V7+ responded to Xtandi.
This, by itself merits much further research, as it almost indicates Xtandi is as good as Placebo for these patients
Then, the slide shows that almost ALL (yesm almost ALL) of the 7 patients that were AR-V7+ responded to Galeterone (which is TKAI's drug up for ph3)
Now, take that, together with ph3 using 150 patients that are all AR-V7+ and that PFS is being compared for those on xtandi versus Galeterone, and I think you have a better than 50% chance of success (maybe closer to 75% indicated by oppenheimer)
And, I believe share price, if ph3 is a success could be beteween $100 to $250 depending on how great of a success.
GL and make sure you look at slide #16
you are incorrect ... stock will be $100 if ph3 is a success in late 2016/early 2917. If you give it a 30% chance of success, then it will be $30 before the read out.
Just for this ph3 indication, the potetnial peka sales is close to $2B, so, $100 is a very low park figure .. more like $250
Secondary Offering is correct, but more likely around $75 to $100 for 3 million shares
FDA that is based on 150 patients and primary end point is off of PFS (rPFS)
This is absolutely huge new for this 200M company.
Normally, I give phase 3 a 30% chance of success, but this one probably has more than 50% .. maybe closer to 75% stated by opp analyst
if success, then it should command a $2B market cap or about $100 a share !!!
I view this as a potentially very bad news. Why would Verizon keep the trending site ... They will just use the AOL main website
Sync should work hard to sell the company to VZ
1 to 2 million RB4 sold in Q4.
$100 to $200M reve in Q4 due to Rb4
$20M to $40M in incremental gross profit
1- excluding RB4, Q4 is break even, and
2- $3M additional expense in Q4 due to interest and SG&A fir RB4
then, Q4 income will be about
$17M to $37M
Google should buy tweeter before this feature comes out in a big way