You do realize that Eisai will be selling into distributors for inventory stocking during June? 20,000 pharmacies are supported by a pretty big distribution network.
Once Heralded Dendreon May Be Approaching The End Of Its Financial Road [View article]
"Hence I say we can predict 2013 sales of $330 million for 2013. If the company can reach this level then it would still be far below the $100 million needed per quarter to achieve positive operating cash flow.."
What is your math here? $67 million in Q1 + $75 million in Q2 = $142 million in H1. So they need $188 million in H2 to get to your number, which is $20 million lower than the consensus. If they do $88 million in Q3, they will do $100 million in Q4 and have positive cash flow.
With $337 million in cash and $27.7 million in debt not due until 2014, why would they raise money now, before they achieve positive cash flow?
Arena Gets Long Awaited DEA Scheduling [View article]
In a marketing study Arena did while the Phase III trials were in process, 20% of the doctors said they would prescribe Bel-Phen right out of the gate. They are very familiar with phentermine, and Eisai is making sure they are very familiar with Belviq.
Wait until Oprah or Chris Christie loses weight on Bel-Phen and tells the world how they did it.
Velti: Serial Underachiever Continues To Disappoint [View article]
Selling for half of book value and half of sales per share in a market growing 40% a year, with a new, very experienced CFO well-known to Wall Street? Interesting!
Clean Energy Fuels: A Solution To The EV And 'Clean Coal' Debacles [View article]
If you think EVs are going to win, rent a Leaf for a week. I did, and gave it back after two days. You spend all your time planning trips to be near a charger, and then spending 4 hours waiting for the recharge. Or you get home with low batteries, plug it in and have a 20-hour wait until it's recharged. Ridiculous.
Towerstream Corporation Is On The Verge Of Explosive Profits [View article]
A lot of "ifs?" Not really. Plenty of time has passed to do the engineering integration of the first, and probably second, carrier. We can expect that announcement shortly. The example the CFO used on the last conference call for contract terms should be a good starting point for numbers to crunch. Major dilution is unlikely, with debt priced this low.
If you wait for "the opacity regarding their relationships with the carriers clears, the contracts terms are favorable, and we get some real numbers to crunch" you will paying up.
Shares Of BioCryst Pop On Merger Termination, But Gains Are Temporary [View article]
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"What Softbank is offering is $7.30 cash for half your current holdings, give or take, and stock worth just $5.25 for the rest."
Since I can buy Sprint right now for $5.52, why is this not a great deal? 100 shares costs $552. Sprint will tender for 55 of my shares for $401.50. That means I have a net cost of $151.50 for my other 45 shares, or only $3.36 each. You say the stock will be "worth just $5.25." That's a 56% profit on my 45 shares, or a 34% profit overall. Seems pretty good.
And I think New Sprint will be worth a lot more than $5.25. That is what Softbank is paying, but they are getting a sweetheart deal.
Arena Is Still A Great Short [View article]
Once Heralded Dendreon May Be Approaching The End Of Its Financial Road [View article]
Once Heralded Dendreon May Be Approaching The End Of Its Financial Road [View article]
Once Heralded Dendreon May Be Approaching The End Of Its Financial Road [View article]
What is your math here? $67 million in Q1 + $75 million in Q2 = $142 million in H1. So they need $188 million in H2 to get to your number, which is $20 million lower than the consensus. If they do $88 million in Q3, they will do $100 million in Q4 and have positive cash flow.
With $337 million in cash and $27.7 million in debt not due until 2014, why would they raise money now, before they achieve positive cash flow?
Arena Gets Long Awaited DEA Scheduling [View article]
Wait until Oprah or Chris Christie loses weight on Bel-Phen and tells the world how they did it.
Should Anti-Obesity Drug Company Stocks Trade In Tandem? [View article]
One problem with Qsymia is that it makes birth control pills less effective.
Velti: Serial Underachiever Continues To Disappoint [View article]
Sprint Turnaround Continues, But Risks Remain [View article]
Clean Energy Fuels: A Solution To The EV And 'Clean Coal' Debacles [View article]
Arena Pharmaceuticals, May Be The Last Chance To Get In Under $10 [View article]
Towerstream Corporation Is On The Verge Of Explosive Profits [View article]
If you wait for "the opacity regarding their relationships with the carriers clears, the contracts terms are favorable, and we get some real numbers to crunch" you will paying up.
The Contrarian View: Let's Not Put All Our Money On Lorcaserin Just Yet [View article]
I found this to be the most accurate part of your article.
Shares Of BioCryst Pop On Merger Termination, But Gains Are Temporary [View article]
i.e., short.
Are Qsymia's Launch Challenges A Category Problem? [View article]
Did You Escape Sprint In Time? [View article]
Since I can buy Sprint right now for $5.52, why is this not a great deal? 100 shares costs $552. Sprint will tender for 55 of my shares for $401.50. That means I have a net cost of $151.50 for my other 45 shares, or only $3.36 each. You say the stock will be "worth just $5.25." That's a 56% profit on my 45 shares, or a 34% profit overall. Seems pretty good.
And I think New Sprint will be worth a lot more than $5.25. That is what Softbank is paying, but they are getting a sweetheart deal.
Tell me where I am wrong, or go buy S.