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Post by tinkusr8215 on Aug 4, 2018 12:16:41 GMT -5
Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. Not trying to rain on your parade.. but setting realistic expectation - there might be a pop when approved in ex-Usa but they wont bring the $$ immediately. Once approved , it takes about 6 months at least to start selling the product .
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Post by Chris-C on Aug 4, 2018 15:17:23 GMT -5
Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. Not trying to rain on your parade.. but setting realistic expectation - there might be a pop when approved in ex-Usa but they wont bring the $$ immediately. Once approved , it takes about 6 months at least to start selling the product.
Agreed. I wasn't intending to suggest that the SP would respond immediately, but ex-US approvals send a message that the company intends to distribute globally and is in it to change the worldwide standard for prandial insulin.
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Post by Chris-C on Aug 4, 2018 15:21:38 GMT -5
Well said. But you forget the most important point: Our revenues are at all time high and growing quite nicely. I believe that there is an accounting error or accounting mis-understanding in our prescription counts.
Good catch! Yes, that was an important message!
Regards Chris c
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Post by tomtabb on Aug 4, 2018 18:55:28 GMT -5
I was not able to listen real time yesterday so went back to hear the replay while I was working out. I considered it a good call. I'm impressed with everyone on the team and they seem focused. I thought they addressed their strategy in a straightforward manner. They understand the hurdles and have plans to address them. Many are matters that could have been done more creatively under prior leadership but were not. No one following this stock can help but be aware of the following: The plan seems to be working, progress is measurable and the effort seems focused and objectives seem viable. There is not much sense in second guessing what was done (or not done) by previous executive teams (most everyone is trying to do the best job they can). One has the impression that the company needs another year of progress to be on solid ground, but having the cash to get there is going to be most challenging while the SP is so low. (Please don't tell me it's coincidental that a Seeking Alpha hit piece is published the day after an encouraging CC.) Reading some of the posts on this board makes it clear that the shorts are in abundant supply. One could have concluded based on some posts that the call was a eulogy. Do your own due diligence. We've been this low before and bounced back up. Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. The encouraging script growth tends to support that the efforts are working, that was well explained. I'm going to be buying at these levels and expect to hear some news in the near future about funding. Perhaps a plan is in the works. We should all fervently hope so. I have no problem with investors who short legally and without malice. People who post negative stories, claim they have no stake, and then post Tweets celebrating volume and price declines are malicious and an evil menace to honest investors. Karma will take care of them, it always does. Regards to all patient and tenacious long investors. It's been a test so far, and the going may get rougher. hang in here! Chris_C Hanging Long and Strong Well said. But you forget the most important point: Our revenues are at all time high and growing quite nicely. I believe that there is an accounting error or accounting mis-understanding in our prescription counts. Myself, I'm more interested in the bottom line. Removing the effects of the "foreign currency translation," this is what I get for losses for each of the past six quarters: 2017 1st 14,779 2nd 28,491 3rd 29,202 4th 31,220 2018 1st 27,401 2nd 28,038 I thought the first quarter started off promising, but this quarter losses edged back up. Growing revenues is great but somewhere along the line they have to do a better job of squeezing more of it to the bottom line.
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