Seeking Alpha

dpk

dpk
Send Message
View as an RSS Feed
View dpk's Comments BY TICKER:
Latest  |  Highest rated
  • A Long-Term Threat To Apple [View article]
    http://bit.ly/1pPGyTj
    It is interesting that guy with such a ranking ignores to respond to any comment.
    Aug 14 01:40 PM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    Well said Jhoyos.
    For a moment let us talk from different perspective viz.common sense point of view.
    When mnkd are selling 65 % profits of a product they invented,they must receive two payments.Ist reimbursement of cost of inventing ( which article is all about ) and second goodwill (of 150 million upfront and 925 millions later).They have made yardsticks to reimburse the cost and also pay while measuring goodwill subject to maximum of 925+M .If SNY would have paid all upfront then it would have been less.
    So Jeff sound absolutely right.If for argument sake if mnkd has not done so then share is genuinely down for a reason.
    Aug 14 12:36 PM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    " costs which has been R&D historically would come out of there and would be absorbed into product and once sold would be passed on as COGS to Sanofi"
    It is self explanatory.
    As we are all aware, his·tor·i·cal·ly means 'with reference to the past events'and in the following comment Matt also mentioned that this will dramatically change the financial statements. I can see how this statement hint that prior R&D costs would be passed onto Sanofi.The issue here is not accounting standard but what are the terms of agreement between the two.
    Well for confirmation we will need to wait for Matt to clarify or wait for detailed SEC filing.
    Aug 14 03:40 AM | 1 Like Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    In Reply to the question by Jason Butler from JMP Securities about what part of the costs not covered in the agreement and accounting, Matt said, "Remember that Danbury for most part is dedicated to the manufacture of Afrezza, and all costs associated with that manufacture cost and would be absorbed into the product and put on balance sheet initially as inventory and eventually once sold will end up in COGS. We expect our financial statements to change fairly dramatically once embarked on this agreement, costs which has been R&D historically would come out of there and would be absorbed into product. The costs not absorbed would be certain type of administrative overheads and anything which is obviously not connected with Afrezza would not be included .....development of certain products not connected with Afrezza.....not be absorbed into the product and end up in COGS and would not be passed along to Sanofi"
    So what do we conclude from this roughly transcripted answer to the accounting part about Danbury and the costs covered or not in the agreement?
    Aug 14 02:32 AM | 1 Like Like |Link to Comment
  • Here's Why J.C. Penney Should Continue Improving [View article]
    Girls hold your heart Byron is coming.in the same analogy Authors be sure what you say Tipranks is evaluating.
    Gild and M would have already drained your ranking and average return per recommendation to zero.Atleast cover those recommendations to avoid further deterioration.
    Aug 13 05:18 PM | Likes Like |Link to Comment
  • China Will Drive Apple's Growth This Quarter [View article]
    Bjn so well said.
    Aug 13 03:59 PM | 4 Likes Like |Link to Comment
  • Gilead Sciences Looks Like A Contrarian Short [View article]
    When shares of worth 10 billion value are short,it is not only author who is contrarian.Correct me if I am wrong.
    http://bit.ly/1rVaAoN
    Never say never is stock mkt.Unexpected and impossible happen every now and then.
    May be worth introspecting the least if you are over leveraged in this stock.
    Aug 13 02:41 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences Looks Like A Contrarian Short [View article]
    Let me take a little heat from the author.I had just finished closing my long gild calls before the article appeared and then I closed gild call spreads too.
    I am sure mankind longs may also be dreading gild notwithstanding how different both symbols may be in cash inflows.
    I thought for a month I can wait to reenter in gild as there is no apparent catalyst and aapl is a safer play to add positions.
    Aug 12 03:04 PM | Likes Like |Link to Comment
  • MannKind: Are These Top Big Pharma Companies Potential Partners? [View article]
    Good Work about narrowing it down to Sanofi as the most suitable candidate, Psycho! Looking forward to your views on the terms of the deal.
    Aug 11 02:02 AM | Likes Like |Link to Comment
  • Gogo: Excellent Entry Point For Long-Term Opportunistic Investors [View article]
    Author.How you suggest to take a position before results on Monday.
    Aug 8 02:27 PM | Likes Like |Link to Comment
  • Gilead Is Going To Make More Money In The Future [View article]
    mnkd and gild have great products in their fields.One (in addition to other benefits) stops Hypo emergency to happen but second uproots the disease in 3 months.
    Aug 6 05:01 PM | 1 Like Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    But once a patient is traveling with prescription and medicine from Egypt then how can you stop him.It is other matter how many times he travels to US with full prescription kit every time.At border patrol you will sound helpless.
    Aug 5 05:37 PM | Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    Just a question which I am hastening to ask before reading article.
    Question is why there will not be Sovaldi tourism.Also I won't mind to live there for treatment period when price difference is 600:84000.
    There will be many ready to travel to moon to bring and sell in US.
    Aug 5 05:07 PM | 1 Like Like |Link to Comment
  • Gilead: A Much Bigger Story Than Just Sovaldi [View article]
    How much impact in your opinion, Bret, would the approval of single-tablet regimen of ledipasvir–sofosbuvir for Hep C would have for which PDUFA date is October 10th?
    Aug 5 01:40 PM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    I agree with Michael's saying,
    " By placing your "coveted" Top Idea label on these very low quality stocks and thinly traded stocks, you are really diluting your brand and unscrupulous folks are playing your readership for fools."
    And may I suggest further.To avoid any manipulation of Top ideas, all articles published on seeking alpha should be eligible (subject to decision of panel of editor/s),for Top ideas.And it should be done with full secrecy.Also it should not be an obligation to publish it instantaneously if timing is not an issue.That will avoid the situation like CAW.
    So no author or group of people know if the article will merit top idea and when.let them stay in suspense.
    Having shared that,may I say,because of no internal control at SA to safeguard CAW like situations which happen so often and so apparent,off late,mind has stopped reminding to check pro article on daily basis.
    I do not know why SA was to spoon fed and is taking so long to safeguard the integrity of the site.
    The very simple fact that the volume on the day of submission of article but before publication has increased from average 300 to 173k should have been warning signal to find a way to explore to set such situations right and if needed also fix responsibility.
    In the veil of transparency and non interference and of caveat buyer's beware,bigger evil the integrity should not get eclipsed.
    My 3 cents and apologies.
    Jul 27 06:43 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
347 Comments
285 Likes