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Kewl!!!! nice post.
"The one thing that may drive the stock higher or lower is the reason behind why the company made the move to cut their Debt for shares, Thats a puzzle to me. "
I find that very interesting as well. I would add, that generally it's the debt holder that calls the shots on exchanging the debt to shares. IMO, this was a "meeting of minds" between both parties. Let's see how it plays out.
NO - "Profit Margins" (not profits, not net income, not taxable income etc..) and "EPS" are two very different numbers and computations. EPS is buttom line net income of a corporation. Its what you apply the PE ratio to for valuing a corporation. So for valuing NNLX corp. its a net income amount that needs to be computed. HOWEVER, in valuing the NNLX's products you use profit margins (a sub-set of data within net income) to detmine it is value. So if NNLX were to sell its BNP products to say Merck "Profit Margins" (income and expenses relating to the product only, thus no income taxes-only excise taxes, no general admin or corporate type expenses included etc.) would be used instead of EPS. In service industry the term "Profit Margins" are replace with the term "Trading profit" and in a retail setting its sales less cost of goods sold (fully loaded cost of goods sold). So I stand correct, you and Rail are talking about apples and cranberries, thus you can't agree on the "numbers" reported from one publicly traded company. So the last thing I expect, is you guys agreeing on anything regarding NNLX - they don't even have financial statements out yet!!!
I think both you guys need to agree on the definition of profit margin and EPS. You are comparing apples and berries.
Agreed - we all have been hearing a lot from Big Bird (AF). Time for some other birds to chime in.
Nice post - very well said.
I agree, however it's not the educated investor that moves the market! The educated investor only profits from it.
AKAPAK - my two cents- I think folks spend too much time in trying to get to the bottom of posters intentions. Either the info, perspective is good, bad or somewhere in between intention should not be factor in access the quality of info. You share your perspective as and move on. Personally, I like hearing from the shorts and their perspective. They are looking for holes and point them out. Either the holes are real or not. It helps investors and ultimate management assess risk and ultimately strengthen your belief in the company.
Ok - we can agree to disagree.
"Looks to me like you need to get a better understanding because that simply isn't true. If it were true, it would create a forced monopoly. In the U.S. the forming of a monopoly is an illegal event."
Yo Capster - this whole monopoly thing, your way overreaching, I 'm just saying. When NNLX is over 1,000 bucks a share, you can bring up this topic and we could at that point split up the company.
Well Cap - thanks for waking up this board! As far as the valuation goes lets go with your recommendation say 1/2 percent (and this perecnt does not include income from EPA and defense deals - we will add this later as info becomes availble). At this level the valuation is very similar to the one that AKAPAK threw out earlier, which shows NNLX to be outperforming the market. Also I would agree with your comment on income taxes that they should be added to the valuation, however, I would point out that income taxes are more an item of EPS and not gross profit margins. Also the tax rate should be closer to 39% (need to include state and local income taxes net of the federal tax benefit) after NNLX goes through its NOL's and R&D tax credits (Hey Bret! make sure you are obtaining the proper documentation for the federal R&D tax credits - its a Tier I issue). The foundation for NNLX to move forward is FDA approval. And yes their will be delays and disappoints along the way and I have my theories on how the PPS will behaive, but at the end I expect a pretty good return on my investment.
Awesome - now if the PPS goes to 1 or 2 bucks; I would assume the delisting issue is off the table. There is some more good news!
Lathering myself up in BioT gel for the celebration tonight! however, one question before I start the party; what is the size of the BioT gel market outside the US?
As Borat would say " Great Success!!"
Teva, BPAX, who is the other?
I bought some more at .75. But my jar of cojones that I bought at COSTCO is running low.
Yea - bought some at that price. Just for chits and giggles.
Thanks for the information! However for now my shortsighted mind can only handle whether I buy a Tag or a Timex?
Yes great watch- not a fan of their style. To me looks like an old man watch.
Yea yea! Thats it!
I am on the internet shopping; looking at what watch to buy to celebrate approval! I like the Tags. If it's not approved; then a Timex.
I bought an extra large jug of cojones at COSTCO- so I am good this week to hold on to BPAX!
Thres - I am going down memory lane; what was said a year ago today on this board and replying to that post. Good post and you hit the validation issue squarely.
What time frame do you think will take NNLX to ramp up to 25 percent of market share.
Say 1-3 years - 1%
3-5 years - 5%
5-10 years - 10% ?????
Thanks - you are a regular "detective Joe Friday"!
Awesome! Thanks!
As a newbie in BPAX I most concerned about the AF's quote "That leaves BioSante's pipeline of cancer vaccines, which were picked off the ash heap from Cell Genesys years ago after trials in prostate cancer and lung cancer blew up. Likelihood of BioSante's making a real go in cancer vaccine development: Miniscule."
Thanks.
Yes! Those can equally be added and balance out the speculative range.
Thanks for the post! Awesome progress by NNLX management team in moving the product forward! Kudos!!!
Any idea the payment structure between NNLX and the FDA preparer? Hourly fee with milestone payments; a percentage of royalties; shares or a hybrid of all the above? Vital information for valuing the company going forward.
I would be disappointed if the shareholder was cancelled again. We are all partners; and a one hour conference call within 28 month from our head partner is not unreasonable. This is not a matter of trade off - if we get this or that then we don't need the shareholder meeting. I clearly expect FDA approval, so IMO there should be no trade off for the shareholder meeting. If management can't spare a one hour to have conference call with it's minority shareholders (that all of us), to update, celebrate milestones and share some plans and strategies for the future; then
A. Apparently management and the major shareholder views us as pest and can't be troubled with us.
B. What do you do with pest? You get rid of them - I wonder if NNLX has been issuing shares while at the same time issuing shares to Bret and compensation, therefore diluting us into oblivion and thus getting rid of the pest!
I'm just say.. We are making excusing for complete lack of transparency and weird behavior - FYI - I am a pretty big weirdo - so I know weird when I see it!
THREES - I have cut and paste below a yahoo post from a fellow BioTech investor. IMO, this is a factor that is keeping the PPS from popping.
I'm a shareholder who rarely posts because I notice that its hard for anyone to say anything without getting ripped for being a pumper or dumper. My concern is the "Annual" shareholder meeting. I've read on this board that it is scheduled for February 10th but I don't find any reference to it on their web site. As most of us know, the company hasn't had a shareholder meeting in more than 28 months ( 9/25/09 ). My question to the board is this: What will your reaction be if the meeting is cancelled or rescheduled again?
In my case, it would be enough to scare me off for good.
rufus
TT - I found the info below at a Yahoo post; so I cut and pasted it;
From Sept 6, 2011 press release:
"Date for Shareholder’s Meeting Set
NanoLogix management has set the date of the next company shareholder’s meeting as February 10, 2012. This date was chosen based on the projected timing of the completion and full publication of the clinical trial, the publication of additional laboratory trial results, and the likelihood of post FDA and USDA approval for NanoLogix BNP (BioNanoPore) and BNF diagnostic kit technology."
From October 19, 2010 Press Release:
"NanoLogix has set the date for their general shareholder meeting for 22 April 2011. "
From March 7, 2011 Press Release:
"NanoLogix General Shareholder Meeting Rescheduled
The NanoLogix general shareholder meeting is being rescheduled and will be held in the middle of September 2011. Additional details concerning the date and time of the meeting will be announced as September grows closer. This shareholder meeting will be held virtually, through the Broadridge Virtual Shareholder Meeting service. Further information regarding the process can be found at http://www.broadridge.com/vsm/."
Hey TT - make sure your sound is on when you hit the link to the shareholder meeting question
http://soundfxnow.com/soundfx/CricketChirping.mp3
Let's see; a trade of 766 shares for 39 cents - did someone need some cash to go food shopping?
Thanks for the info! 120 million annually to BPX is not a block buster in terms of revenues, however, it will pay the "rent" and fund development of the pipeline.
What is the relationship between Teva and BPAX and do you know how will they share in profits/revenues from BioGel?
Thanks for the info and link!
Do we know what are the expected revenues from BioGel assuming FDA approval? The Seeking Alpha article made a comment on BPAX having small revenues from BioGel and I haven't seen any information on market size and estimated revenues from the product.
Nice volume in the morning! Stock pricing moving very little. OK so who is selling? is NNLX or Bret selling shares?