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It is a post ... it should not be analyzed, interpreted: it is a post or is not a post ...
Settlement / JT's words
Get over it ...
a.) It was not settled
b.) JT did not say anything else than
(i) "The settlement terms that were suggested by investors were not available" means
Hikma's offer was worse than the "worst", acceptable offer suggested by investors (e.g. entry in 2022 vs entry in 2024)
(ii) "Your first judgment assumes that a settlement was available on terms that you would not have been similarly disappointing" means
I they accepted the offer from Hikma it would trigger the same "fury".
He did not blame any shareholders ... just informed them It is not his fault that some of them could not understand what he said ...
Best,
G
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Yep. (IIRC: Rule 35)
Best,
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where the hell is everybody
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Thx. People need a foil to their arguments if they are to understand if their logic bears reason ( )
Best,
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Best,
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dukesking (#324819)
tke458 (#324797; #324823; #324832)
Downtownguy (#324829)
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dukesking (#324819): "Don’t forget that he had sold out of his position in AMRN months prior to when he was predicting 85% chance of winning the appeal."
tke458 (#324823)"And when he was predicting the appeal chances, he didn’t indicate he sold (only afterwards did he indicate such)."
Nope ... as I posted I sold out mid-April @6.49.
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Downtownguy (#324829): "Anyone remember when BB asked him if he worked for Hikma?"
Seriously ... Do you see BB's question / idea as "deal with it" ...? But not ... I am not working for Hikma ... not working for anybody since 2000, I am managing my owm AUM.
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tke458 (#324797)"was telling people how bad this was at $4.5."
dukesking (#324819)"he told us all to sell the next time stock rose above $4.50"
Downtownguy (324829)"told folks to cash out at $4.5 if it got back that high."
tke458 (#324832)"I truly felt bad watching the sheep laud praises on this guy and probably making financial decisions based on his questionable intentions."
To clarify: I did not say sell at 4.5, I said " If I were you I would sell the next "jump" ... "anything above $"4.50" ... if it will be "available. It was posted on Thursday, 09/24/20 when the pps was $3.64-72. It went up till $5.57 (Oct 7, 2020) and go down to $4.05 (Nov 13, 2020) ... and I never said never buy back. (tke is buying / selling continuously ...).
I did not say AMRN is bad ... my view was (and is) that AMRN is not too "sexy" anymore. It is one of the many, a lot of other, better stocks exist ... You could hope imminent BO but if something looks like a duck, sounds like a duck - more likely - it is a duck ... read the recent FAQ about EU ... it is a little bit too costly for a bluff ...
(To avoid any doubt: I do not say the BIO is not a possibilty ever but I do not think it will be in a foreseeable future ... especially if somebody considers the opportunity cost also.
I never said, claimed that I am the investor Patton (sic!) ... I never invested in any share without my own DD and I do not think that if somebody read my post she / he could not make an own decision ... ask the "sheep" how they feel about CRMD, GTHX or more recently CFRX ...
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dukesking (#324819)"I question his motives" - Believe or not: no motive.
Downtownguy (#324829) "Maybe I’ve read too many conspiracy posts and skeptical of people’s true intentions." - It is not a question. Your post prove it ...
tke458 (#324832)"All of this is not conspiracy at all." - What else ...?
Downtownguy (#324829) "Something doesn’t seem right however to keep posting/contributing when you’re no longer invested" - Why? What is wrong with it? I wrote why I read the board and posting:
A lot of topic are applicable for other stocks also. This board is still (?) one of the most informative (despite the decrease of the quality since March 2020 ...) but "sometimes" I have a real pain when I see that somebody is way-off in a factual thing. Meanwhile I am doing a lot of DD a lot of my post are based on my memory (for DD'd topic).
Furthermore, I never post just because I feel a "pressure" to post ... I do not post a "it could be anything / several thing" ... I post only if I think (after DD and / or based on my knowledge, memory) that my post has a meaning, content.
I post under my real name ... Unless a lot of mother was funny I am the only (?) one ...
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Downtownguy (#324829)"Or when someone posted his reply to Markham analysis with perfect grammar, not like the responses you see here?" - My grammar sometimes better, sometimes worse since I am ESL ... far from perfect as I admitted several times. (Depends on how tired I am, how busy with other things, etc.).
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I owned AMRN for 6 and a half years (August 2013 - April 2020) and it was not easy (especially as it was $25+ in the past) to realize, decide to sell / "leave" it ... but it was not a bad decision, the current AUM worth more than the (theoretical) current AMRN AUM.
Best,
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IIRC ... $75m was TEVA realized revenue and $235m was the GSK unrealized revenue (TEVA sold volume x GSK price).
Best,
G
You are a lawyer, I am not, so you should know everything better than me ...
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Everything could happen ... maybe Orange One will be reinstated before end of February (he has a better chance for this than the chance in case of some open issues ...).
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Please, read here.
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Retiredceo,
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Here is the first. Let me know if you have any question, comment.
Best,
G
ps.: I am not sure you received my PM
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(Old and not completed ... more DD is required ... but it on my list also)
• NASH
• The open-label MAD study was designed to assess safety, tolerability and pharmacokinetics of CRV431, administered orally to healthy volunteers, once daily for 28 days. The study examined doses of 75 mg, 150 mg, 225 mg, 300 mg and 375 mg.
• "Hepion's ongoing Phase 2a NASH trial is based on CRV431's demonstrated tolerability in our Phase 1 MAD study," said Dr. Stephen Harrison, Hepion's Consultant Medical Director. ... started before end of Phase 1 (good (?) sign)
Best,
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Further DD is required but it made the shortlist.
Best,
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C'mon man ... my "cited" view ("If I were you I would sell the next "jump" ... "anything above $"4.50" ... if it will be "available" ...") was posted on Thursday, 09/24/20 when the pps was $3.64-72. It went up till $5.57 (Oct 7, 2020) and go down to $4.05 (Nov 13, 2020) ... and I never said never buy back ...
Furthermore, we have one and only genius on the board who could buy everything at the bottom and sell at the top and did not miss any stock / opportunity ... It is not me.
I missed GTHX (considered it around $100) but "played" EVFM ($5.00 -> $7.50) and have CRMD (@3.99) and GTHX (@12.10) ...
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First of all (to avoid any doubt): I do not suggest anything with this post ... I saw it during my DD of ACHV:
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Yep ... btw: some posters have to read the Investor Presentation with full attention ...
excerpts:
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Unpredictable, depends on the EU Commission workload. Could be 1(2) week(s) but 60 days also.
Best,
G