- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
1
Posted on 2/9/22 at 3:58 pm to Rendevoustavern
quote:
I’m not sure how to feel. Here’s to hoping scripts have grown and continued decrease in negative cash burn.
Everyday i feel more i should have sold in the 30s and moved on as go it alone looks more likely.
My fear is that big pharma is just waiting on auph to be a little more desperate and take a lower price eventually anyways.
Posted on 2/9/22 at 4:01 pm to oklahogjr
Of course fomo of a big time buyout is scary too
Posted on 2/9/22 at 7:48 pm to oklahogjr
quote:
sold in the 30s
Hind sight is always 20:20 right. Hard to sell on smoke (news) when there is possibly a fire (BO) underlying.
To sell at $30 then BO at $60, that would be a ton of change left on the table and harder to accept than loosing 50% of unrealized value but still up 50% on initial investment. Of course the smartest would have sold, waited two weeks and bought back in at $15 but I forgot to engage that setting on my hot tub.
To your above point, BO fomo is the only reason I haven't walked away but that proverbial can has been kicked a long way since NOV...
Posted on 2/16/22 at 11:42 am to Rendevoustavern
Almost back into the 20s today. BCRX is almost at the 20 mark as well.
Now if we can just get AKBA to follow suit...
Now if we can just get AKBA to follow suit...
Posted on 2/16/22 at 12:07 pm to ShootingsBricks4Life
quote:What a joke today has been. Did y'all hear what Peter said this morning? That's why it spiked.
Almost back into the 20s today. BCRX is almost at the 20 mark as well.
quote:Yes! Just lowered my cost basis this morning.
Now if we can just get AKBA to follow suit...
Posted on 2/16/22 at 1:33 pm to bayoubengals88
quote:
What a joke today has been. Did y'all hear what Peter said this morning? That's why it spiked.
No. What was said? I still like BCRX and AUPH. I'm hoping AKBA pans out but I know this will be a long play so mentally I'm fine with it bouncing around.
Posted on 2/16/22 at 1:38 pm to bayoubengals88
quote:
y'all hear what Peter said this morning? That's why it spiked.
Been stuck in meetings all day. Read something about aggressive guidance coming with earnings? 200m this year revenue? Stocktwits is it's usual shitshow of no one knowing anything
Posted on 2/16/22 at 2:42 pm to oklahogjr
quote:
Speaking at the Annual Leerink SVB Global Healthcare Conference on Wednesday, Greenleaf noted that "aggressive numbers will come from us,
This is all he said.
LINK
Eta: basically confirmed going alone.
quote:
“We want to come and show numbers that we think we can achieve, but at the same time that I’m sure we have a lot of ambition as to how we want to grow the business,” Greenleaf concluded.
This post was edited on 2/16/22 at 2:45 pm
Posted on 2/16/22 at 2:51 pm to Rendevoustavern
hopefully they're sitting on some monster numbers because his posturing has set it up for a big fall if they don't crush it at earnings
Posted on 2/16/22 at 3:15 pm to jmcwhrter
quote:
hopefully they're sitting on some monster numbers because his posturing has set it up for a big fall if they don't crush it at earnings
Probably sell some calls now honestly and then puts after the announcement
Posted on 2/16/22 at 4:08 pm to jmcwhrter
Since he’s always been so painfully conservative there’s little reason to doubt.
Posted on 2/16/22 at 5:07 pm to bayoubengals88
Is this sarcasm? I’m new to this stock.
Posted on 2/16/22 at 5:45 pm to Saint5446
It’s actually not sarcasm. PG has always been an under promise, over deliver type.
Posted on 2/17/22 at 1:26 pm to bayoubengals88
quote:
It’s actually not sarcasm. PG has always been an under promise, over deliver type.
This is for BCRX not AUPH though correct? I'm confusing myself and I apologize for throwing BCRX/AKBA in here a good bit.
ETA: never mind! Ignore me. AUPH and Greenleaf. I've just been excited with BCRX recently. And bayoubengals88, I picked up another large chunk of AKBA.
This post was edited on 2/17/22 at 1:41 pm
Posted on 2/17/22 at 1:43 pm to ShootingsBricks4Life
Both in my opinion undersold potential and have been for a while.
PG Is Auph CEO
JS I'd BCRX CEO.
PG hasn't given much of any guidance for this year because everyone assumed they were selling the company. They werent as conservative as bcrx was but still far from aggressive. We're expecting 40mill rev for 2021 so we will see if they got there or how much over they were. Estimated are 44millish
JS was overly cautious. Him not updating from estimated 550m peak sales to 1 billion was frustrating to wait for. went from decent drug to block buster level drug. I don't think they expected the market share they're stealing from existing patients to be so big.
PG Is Auph CEO
JS I'd BCRX CEO.
PG hasn't given much of any guidance for this year because everyone assumed they were selling the company. They werent as conservative as bcrx was but still far from aggressive. We're expecting 40mill rev for 2021 so we will see if they got there or how much over they were. Estimated are 44millish
JS was overly cautious. Him not updating from estimated 550m peak sales to 1 billion was frustrating to wait for. went from decent drug to block buster level drug. I don't think they expected the market share they're stealing from existing patients to be so big.
This post was edited on 2/17/22 at 1:44 pm
Posted on 2/17/22 at 1:54 pm to oklahogjr
quote:
PG Is Auph CEO
JS I'd BCRX CEO.
Honest mistake on my part. Thank you for that.
quote:
Him not updating from estimated 550m peak sales to 1 billion was frustrating to wait for. went from decent drug to block buster level drug. I don't think they expected the market share they're stealing from existing patients to be so big.
This is crazy to me. I want to start picking more of these up because I felt like I bought in late (around $12). Now I think this could get to $25-30ish per share unless that freakish jump was because of that monster sales leap.
Posted on 2/17/22 at 2:24 pm to ShootingsBricks4Life
quote:
This is crazy to me. I want to start picking more of these up because I felt like I bought in late (around $12). Now I think this could get to $25-30ish per share unless that freakish jump was because of that monster sales leap.
This is all very speculative and moving on rumor right now. Depending on if the news is good enough to live up to hype we may get great news for our value and see another decline
Posted on 2/18/22 at 12:03 pm to oklahogjr
AUPH script numbers just aren't accelerating -- hopefully this last batch is an anomaly because YIKES
My biggest fear was that, even with the better drug, AUPH would not be able to convince doctors to use Lupkynis as well as GSK will be able to line pockets and get Benlysta out there
Going it alone means another capital raise soon, unless these sales numbers are REALLY good
My biggest fear was that, even with the better drug, AUPH would not be able to convince doctors to use Lupkynis as well as GSK will be able to line pockets and get Benlysta out there
Going it alone means another capital raise soon, unless these sales numbers are REALLY good
Posted on 2/18/22 at 12:28 pm to jmcwhrter
quote:
Going it alone means another capital raise soon, unless these sales numbers are REALLY good
We did 40million in revenue this year if we're in target. No reason to believe we won't be right now.
But this aggressive guidance line scared me. Dtocktwits seems to think a 200million guidance and mid year breakevem number with a steady cash burn at 180 million.
I'm thinking to myself 100million would be pretty aggressive at over 100% increase year over year. But that probably means cash raise this year st some point.....
The 200mill guidance would mean a literal hockey stick type graph at some point and I'm just not seeing it with the prescription numbers we're seeing.
Page 123 of 167
Popular
Back to top
Follow TigerDroppings for LSU Football News