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Hi Mac,
Hope your doing well, Is there any/ has there been, a indication insiders are selling ?
Digging through the fog here, and it is thick at times,
I see a Co that appears to be undervalued , and just getting started.......the balance sheets solely reflected income and losses, there has been zero account for any long or short term catalyst..........Like Teva launching our male gel. That one event should move the stock pps considerably.
Your thoughts ?
R3D, one last observation,
The increase IMO is a stock correction, Investors that jumped in at 5-6 bucks PPS or 12 may have realized this stock is undervalued.
The Q is where should ANIP be trading at today based on its earnings and "projected future earnings" and "potential earnings"
IMO the current MC does not represent either. We should be trading around a 300 mil MC or more. JMHO
R3D,
I have not been a big supporter of the Merger , and had no confidence in Bpax BOD. Nor have i seen any cheerleaders here , Or investors suggesting to anyone this is a firm "Buy"
You can buy or not, That is your business. IMO ANIP is a very speculative investment, High risk , High reward. No one can argue that those who stepped in at $5-6 bucks PPS made a very good investment !
I am cautiously, optimistic ! Lets see what our new CEO has to say in the upcoming conference.
Good Luck
Hi Pete,
Take notice , down days & out comes the "all knowing"
On up days shorties hide !
When you look at MC of Bpax in Dec 2011 and condition of Co at that time , and draw a Comp to ANIP A Manufacture !!!! The Q remains when do we climb to 30-40 plus PPS
Our friend back when he was "for the merger" pointed out the benefits of now being a Manuf Vs a R & R ......Not sure what his story is today, Poss Short ?
I was against the merger myself ! Lost my shirt on this stock, then cost adv down because like many here, believe there is much value in Libigel , Q remains if our new CEO is shareholder friendly & a honest person.
All the best 2 you
Hi Jadite
My real concern came true when BPAX management played games with SH throughout 2012 , Rem they started hiring Mid year ? gave the impression of Manufacturing , yet held back on PR !
IMO the jury is still out on Mr P !
He was same guy that told me prior to merger he would sell Libigel for 100-200 Mil "in a heart beat"
Have no reason them. Break even is far out from here. One more thing to mention,
If ANIP announced proven safety for Libigel and plans to do off label or pursue a FDA where do you think the PPS would be with the smart investors being informed of a proven safety trial of this kind ? Silence suggest something shady , makes no sense for a Co to hold back on PR.......and past history has proven that to be very bad ! JMHO
Good Afternoon Jadite
The MC back in 2011 had risen to 450-480 Mil With estimates well beyond if efficacy was proven. From memory , investors had no real concern about efficacy , nor did Bpax.
A approved Safety trial was always the issue !! Can anyone point out a example of a Biotech that failed efficacy , in lite of the fact that the drug was being used "off label" with 4 million scripts ? then received approval for their safety trial .......
And has NO VALUE ?
More so, is moved into a 90 mil merger deal with a manufacture , A approval of Libigel would have pulled in a 2-5 bil market. Can't help but to feel like we were ripped off ! And now were waiting to see if ANIP would be so kind as to release a PR to inform their shareholders as to what their intentions are for Libigel....I find it very hard to believe with a proven safety trial for Libigel large pharm is not interested. Who would believe !
Whats next , they sell Libigel ti a undisclosed buyer !
JMHO
I agree JTFM
I simply concerned about lack of PR from Mr P involving same.
Zero PR reminds me of where we came from ! What you are saying makes perfectly good sense when dealing with a transparent Company that has a history of being forthcoming to their shareholders. The fact they are in quiet mode right now sends a entirely different message to me. What is holding the PPS up ? and will it hold.
Was thinking about stepping in a picking up a few more shares, but remain reluctant to do so, coming off what was a very bad investment in BPAX.....IMO until they prove otherwise, they are mislead investors coming into this merger, I have zero reason to trust them !
GLTA
Good Afternoon JTFM
In your discussions with Mr P did he suggest Abbivie was interested in partnering with us for Libigel ?
Thanks
Anyone know anything about this new Cancer Vaccine treatment all over news ? If it has any ties to Gvax ?
Hi Pete,
I am not at all confident in ANIP
I would think by now, They would have released some PR to inform shareholders of exactly what Art p conveyed to JTFM
The lack of PR is certainly a concern of mine.
GLTA
Thanks for sharing your thoughts JTFM ,
I realize there is a process that has to take place internally to set up their organization.....
In the mean time, if there are plans to maximize "Shareholders Value Of Libigel" would it not make sense to
Inform their shareholders
Release several PR's to attract "New Investors"
They have yet attempted to in anyway to convey to their shareholders a informed road map as to where they intend to take the Co & Libigel ...Anything being said here to suggest there is a plan in place to move Libigel in anyway is simply speculation....Learned a hard lesson with BPAX ,
They were liars and cheaters , I was naive enough to think Simes was a decent man. And the BOD
No reason to believe Art P has any intentions to look for a partner for Libigel, In fact as you know, He conveyed to me the desire to sell Libigel....I find it really hard to believe as Professor stated they are dumb !
I do not believe any of these guys are dumb, its a real foolish comment to even suggest they are ! IMO they know exactly what they are doing,
JMHO
Pete,
in 2011 BPAX MC 450 Mil prior to what was poor efficacy results.............Bottom line here is this. If safety results are in fact stellar, and we know efficacy will be proven, failure was a poorly modeled trial
The Q is why are we not trading @ 300-400 mil MC today ? i think everyone would agree we have more tangible assets...manufacturing
capabilities etc.
Why hasn't ANIP released any news regarding short or long term strategy for Libigel ?
GLTA
JTFM,
I remain skeptical until they release safety result , or at the very least start PR campaign acknowledging their intentions to pursue a partner and max shareholder value for Libigel.
What we are still witnessing is a lack of PR which leads me to believe they are also suppressing the potential value. The conversation you had with Art P should have been put into a Co news release to inform shareholders publicly of his intentions.
Anything less is unacceptable and remains suspicious
TY JMHO
JTFM,
I remain skeptical until they release safety result , or at the very least start PR campaign acknowledging their intentions to pursue a partner and max shareholder value for Libigel.
What we are still witnessing is a lack of PR which leads me to believe they are also suppressing the potential value. The conversation you had with Art P should have been put into a Co news release to inform shareholders publicly of his intentions.
Anything less is unacceptable and remains suspicious
TY JMHO
Hi Pete, JTFM,
IMO The future of Libigel was to pass along the product to Abbivie all along.....Lets not lose sight of the fact that Art P did state that a offer of 100-200 Million for libigel would have been accepted in a heart beat ....
That is exactly what i was told by him in a phone conversation, I posted his comments back then.
Again , IMO look at the history of Androgel , and Simes role in passing that product along to Abbott and you will certainly see a pattern here. With that being said, I strongly believe Both CEO's interest in speaking to BPAX shareholders and their concerns about " IHUB Postings" especially JTFM and others is significant statement in itself ! It drew attention from both retail investors & institutional investors of what the history here is , More so the possibility of a potential muti billion product " Libi" being intentionally held back from its shareholders......
Their living in a fishbowl, Make no mistake here this Co is being watched closely by investors ! Lets see what their real intentions are for Libigel and BPAX portfolio
IMO there is much appreciation here in short term if Mr P is in fact a stand up guy !
JMHO
Your Right R3D have a opinion and contribute to the board,
All i am asking is you stop the constant whining, Were here, the merger is done ! Stick or move ....
Lets see where our new CEO takes the Co, he has a vested interest himself to produce & monetize assets. As JTFM pointed out he has been very successful in doing just that with other Co's. No reason to trust him yet, For these guys its all about the money !
I like the idea that ANIP is a Manufacture , Its a big plus. Bpax was trading 450 mil MC or so in 2011 [ without proven safety for Libigel ] and collapsed on poor efficacy results. The Q now do investors believe efficacy will be proven ? and will ANIP do the right thing in moving toward monetizing Libigel for their investors? I really like to see some PR from Art P with a road map specifically addressing concerns about Libigel. JTFM mentioned Art P stated he will look to partner 50/50 with large Pharm. If that is his plan, he should put it in writing ! JMHO
Good Point Professor,
I am smart enough to figure it out ! nice spin lol
We have a CEO that took his bonus in shares, And sold just enough to cover his tax liability for the shares ........
He is still holding balance of shares , What are you not getting ?
So Professor,
"Beginning on August 14, 2013, shares are expected to be released ratably on a weekly basis to a broker/dealer, who will sell a portion of the shares under a 10b5-1 trading plan to be entered into by the reporting person to cover tax withholding obligations, and release the remainder to the reporting person".
Would you have preferred he dumped the shares into the market and sold them ? He covering his tax liabilities , big deal.
I like the idea Art P has skin in the game ! And you should too !
I don't trust them , or anyone else...........
Exactly what are you selling here Professor ? what do you suggest investors holding since Bpax others from CEGE do ?
You Professor, You !!
all things being equal genius.....
what % is the stock trading higher the past two weeks ?
Mac I agree
And their conduct is currently in line with the actions of our past BOD .......
No PR equals ??
Art P knows what the potential value of Libigel is/was prior to merger. Its extremely naive to think otherwise.
I think JTFM really shed some light to investors both retail, institutions and others as to what he and other shareholders assessment of the potential value of Libigel ! IMO Currently ANIP is being watched closely as to how they monetize the value of what is the first of its kind proven safety study for Libigel
As Jadite just pointed out, maybe now the market, investors are realizing that Libigel is a big asset !
JMHO
You really want me to start posting your "cheerleader posts " for the merger prior to the Merger Prof ??
The Q here is why are you swinging back the other way Joe ? That is the Q ? Why
You did not complain about Bpax MC being overvalued .....They had zero income .......and did not own 2 factories and was not a Manufacturing Pharmaceutical Company ?
So you either have knowledge of a offering coming and you want to "call it" build up some credibility...or ?
I don't disagree in communication JTFM
But i am not buying that our CEO needed a education on Libigel from you, No offense pal but they know dam well what its value is.
And i do know what Mr P said to me prior to merger ,When i asked him, would he sell Libigel for 100-200 Mil his respose was "in a heart beat"
Your the Author here, maybe they want to keep you happy ? What he says to you now means nothing to me..........They will get to Libigel at some point ? more important products to deal with ? Really
I will be somewhat satisfied once ANIP announces that they intent to look for a partner publicly and what they feel the value is again publicly
JMHO
I agree JTFM
I have no doubt the wheels have been in motion for some time now to take Libigel over to Abbivie !
I am hopeful our new CEO is a honest man and will do what is in the best interest of his shareholders ! We all know Libigel has a proven safety record and had enormous value.......
I will feel much more comfortable once ANIP releases some some PR as to what their intentions are to monetize the value of Libigel ,
When you spoke to Art P did you ask him if he would sell Libigel for 100-200 Mil if received a offer for Libi ? Just curious if he would still sell it ! Or now feels its worth much more , Regardless, there are many eyes on this Co and the future of Libigel !
GLTA
Thanks JTFM
Still cautiously optimistic !!
The reason why i ask is because it makes no sense that Libigel is proven safe
and does not move toward a approval , eventually !
JTFM , Professor,
Assuming they partner with a large Pharm for libigel
If that happens where do you see us trading ?
Thanks
Professor
If you look at the book value of a large portion of Co's
You will be surprised its much lower
Co's can be valued 10x , 20 x or more book.
Especially specialty manufactures in Bio with zero debt
Zero debt is very unusual
From here i would not be surprised to see us trading 10x or more from here in near future or much less. Common sense never prevails when management is not honest with their shareholder. The test here is the next couple of months
GLTA
There is one big reason Professor,
Money , a enormous market for Libigel
I was somewhat encouraged by JTFM conversation with CEO Art P , He is now looking for a partner for Libigel !
Much different from my conversation with him prior to the merger.
This is a business of two headed snakes !
Lets hope the new CEO is a honest man ! Left to be seen.
GLTA
There is one big reason Professor,
Money , a enormous market for Libigel
I was somewhat encouraged by JTFM conversation with CEO Art P , He is now looking for a partner for Libigel !
Much different from my conversation with him prior to the merger.
This is a business of two headed snakes !
Lets hope the new CEO is a honest man ! Left to be seen.
GLTA
Here a question Professor,
How many drugs have you received a approved safety study
That have a multi Bil market
Sit and not come to market ?
IMO Approved safety Libigel will come to market sooner than later JMHO A good guess is that they now partner with a large Pharm
Any idea of just passing Libigel off to large Pharm as i think may have been the plan pre merger went out the window. Too many eyes on this
JMHO
Ditto !
Why in the world should any shareholder trust this BOD ? Bpax shareholders lost 90 % or more of investment !
The issue i have is the deception by the Bpax BOD throughout 2012
Fake hiring positions , when i am sure they knew all along what the plan was, lack PR's , all the BS that put us here. Not by choice, we were lead here by liars.
I spoke 2 both CEO's
Glad Simes is out !! he did his job.
Mr P , the jury is out, yet i have no reason to believe him either. His performance as CEO to maximize SH value is all i care about.
GLTA
Good Afternoon Pete,
Hope this finds you doing well !
I agree , Hard to trust any of them , considering past history.
The Father of Androgel did his part here, Now lets see where this goes, Thanks 2 JTFM and others, Institutional investors, have a eye on this Co.
Their living in a fish bowl, I surprised not 2 see any class action suits here. 55 mil market cap , 9 1/2 Mil Shares,
If Our new CEO can get us back to a 450mil MC [ 2011 Bpax ] i may break even !
All the Best !
Greetings JTFM
I have been reading your threads , it appears our new CEO has had a change in mind regarding Libigel !
I am hopeful he is a straight shooter and will do what is in his SH best interest.
still cautiously optimistic ,
Hope all is well,
Regards, Jeff