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Started By
Message
1
Posted on 11/2/21 at 3:17 pm to bayoubengals88
quote:
I won’t be sleeping tonight based on revenue numbers alone.
Is there some concern about a miss? I thought it was pretty widely accepted that they would have pretty good numbers
Posted on 11/2/21 at 4:56 pm to jmcwhrter
quote:When the entirety of your financial future hangs on the ability of the company to sell a drug, yes!
Is there some concern about a miss?
Posted on 11/2/21 at 4:59 pm to bayoubengals88
quote:
When the entirety of your financial future hangs on the ability of the company to sell a drug, yes!
i thought they had script numbers from somewhere that looked like they were ahead of schedule I guess it wouldn't be surprising to see them hit a roadblock with the stupid Delta variant re-lockdown
Posted on 11/2/21 at 5:03 pm to jmcwhrter
quote:Yes, the ramp looks greats according to the Bloomberg terminal, but that doesn’t allay all my fears!
i thought they had script numbers from somewhere that looked like they were ahead of schedule
Posted on 11/2/21 at 5:05 pm to bayoubengals88
However, management seems very confident.
Posted on 11/2/21 at 6:23 pm to bayoubengals88
Relax BB. You know as well as i the better the results the better the purchasing opportunity on the dip
Posted on 11/2/21 at 6:47 pm to jmcwhrter
quote:
Is there some concern about a miss? I
He’s got more riding on this than the rest of us.
He’s all in so going to be nervous about anything
Posted on 11/2/21 at 9:28 pm to oklahogjr
Good luck baws, cheering for you all, especially bayoubengals88.
Posted on 11/3/21 at 5:23 am to GeneralLee
quote:Thanks bro. These were not the quarterly results I was looking for...
GeneralLee
Revenue of 14.7m is exactly in line with forecasted.
Get the company sold.
Posted on 11/3/21 at 5:24 am to bayoubengals88
Yeah this thing about to get hammered.. especially when Peter says No Comment or worse to buyout rumors
Posted on 11/3/21 at 5:26 am to jmcwhrter
quote:It was fun while it lasted. Now we'll be praying to sell for 5.5 billion.
Yeah this thing about to get hammered.. especially when Peter says No Comment or worse to buyout rumors
Posted on 11/3/21 at 5:34 am to bayoubengals88
Why change the ER time for this?
Posted on 11/3/21 at 5:52 am to bayoubengals88
Well surely this wasnt a surprise to potential suitors.
Posted on 11/3/21 at 6:25 am to jmcwhrter
Not sure. I am buying some more if this drops significantly.
Posted on 11/3/21 at 6:33 am to MSTiger33
All in all, this wasn't that bad.
Reading the highlights there is a lot of good.
But ya know what? The only reason those highlights would matter is if we GIA, which we definitely should not.
We did what we needed to do. Met expectations. Now sell the damn thing!
Reading the highlights there is a lot of good.
But ya know what? The only reason those highlights would matter is if we GIA, which we definitely should not.
We did what we needed to do. Met expectations. Now sell the damn thing!
Posted on 11/3/21 at 6:50 am to bayoubengals88
IMO earnings matter very little. This is a BO candidate all the way and it’s no secret. The numbers will never be stellar GIA but big pharma knows the quality of the drug/value proposition and what they can do with it. Having said that, BO EOY 48+
This post was edited on 11/3/21 at 6:51 am
Posted on 11/3/21 at 7:30 am to Aug1
If they really have 412 patient start forms in the third quarter and are really converting over 60% of those into prescriptions that's actually very good progress for a small GIA company.
In the big picture there doesn't have to be a rapid BO. This is a company with steadily improving value. And a company that just became the only medical option for the lupus nephritis (over the last couple weeks).
In the big picture there doesn't have to be a rapid BO. This is a company with steadily improving value. And a company that just became the only medical option for the lupus nephritis (over the last couple weeks).
Posted on 11/3/21 at 7:33 am to molsusports
I think the rush is whether they can get to profitability before running out of cash
in somewhat related news, BCRX also getting pummeled after ER... Oversold?
in somewhat related news, BCRX also getting pummeled after ER... Oversold?
This post was edited on 11/3/21 at 7:37 am
Posted on 11/3/21 at 7:40 am to jmcwhrter
They have a lot of cash. Their margins on sales are outstanding. They have already shown enough growth in prescriptions for that to be a non issue IMO.
I think people are just impatient because we live in an age of impatient investors.
I think people are just impatient because we live in an age of impatient investors.
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