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Wow MNK really took a big hit !!
https://www.google.com/search?q=mnk+stock+price&rlz=1C1CHBD_enUS870US871&oq=MNK+STOCK&aqs=chrome.1.0l8.4656j1j8&sourceid=chrome&ie=UTF-8
52 week high 24.12 and sitting at $3.16 where is it heading , $1
I am thinking ANI market share of Corti just increased in big way ! That 200 Mil add to net revenue may just be really conservative
JMHO
Buy, Sell , Hold J
Just Please stop complaining ! This is not a group therapy
Its a investors board
Yeah MNK needs a strategist like you J , what your suggesting is a stretch , their in real trouble , scrambling to find a way out to now compete is self defeating attitude unless of course you lost money on MNK , you can see why a person would think that !
It’s wishful thinking , their current state only works to benefit ANI , just say it ! Much more today than yesterday
Put down the tissues & think Something positive
Yeah so MNK is down ,
And has major hurdles to overcome,
In one hand MNK current state bolsters ANI projected sales estimates , even more so today !
You spoke about poss partner step in MNK a life line right ? When that comment came out it spoke to more of wishful thinking and was really dumb , who’s gonna invest in a sinking ship , are you invested in MNK J ? Likely hood of any one taking on partner is ANI , especially now market % increase just went up !!!! Before critiquing our CEO performance take time to look at stock holders returns in past several years , this stock was 2-5 bucks a share , I’d say he did a terrific job , let’s see if he pulls off Corti , if they do earnings are going to increase in a big way JMHO
JTFM I recall a part of ART P earning call he mentioned staying in touch with DC and they are aware of ANI Corti efforts
Current Admin pushing more expedited reviews from FDA , If Pricing on Corti means lower costs for people , its a plus !
Who says ANIP wont pick up a large pharma partner ? if the market share requires , they will do it ! In fact maybe MNK makes a move to acquire Corti from ANI , Maybe, If the #'s make sense , why would nt they !
All JMHO
Yep and maybe Ani brings in a larger Pharma
Let’s see
J its difficult enough for investors here to deal with their own losses in market , 99% of investors in market realized losses
Its tough enough so pls for heaven sake stop complaining. we get it !!! And do not simply discount ""but we have Corti"" it was a huge investment for ANI 100 Mil worth so it was planned , Its a investment op , you can buy or sell , no guarantees.....GLTA
The move up today in market speaks to fact it was the virus that sent stocks lower, Small cap bio s will follow JMHO
what make s me say that , the market rebounded over 1200 pts investors looking for bargains
some look at this as doom and gloom i get that, other investors look at this drop as a buy op , ANIP nothings really changed & i am not selling ,
GLTA
Simple answer for you J and it’s JMHO
Earning s miss was not the cause of % ANI drop , before and after , how do I know that , I watched the market crash all around the world ??
How much is due to the Market Crash ? What was the catalyst, what was the direct effect of each , any reasonable person knows this Co is now undervalued , as are many , now toss in Corti factor
If they pull off a GO from FDA ++++to me that is definition of investing , like crashes in past this market will rebound , nothing changed in our economy , fundamental s same, this horrible virus surprised everyone , that was the catalyst !! Glta
Ok sounds like a plan J
All the best 2 you ; bye
Here’s another perspective to consider before buy more
How much Did miss earning impact PPS ?
How much PPS impact did majority of stocks decrease due to world virus ?
I think we be trading high 50.s low 60 without virus impact , now do the math . IMO there’s 20plus % upside JMHO
B.B. I haven’t read financial report
Does anyone know if ANI Q report included earning ANI Global in Canada ? Does seem odd Art accredited last Q earning to additional manufacturing in CA & USA company hiring 3 shifts
Yet they missed earning , and regardless of Corti I was also confused by earning guidance
I saw a poll # that Bernie supporter at Rally s is something like 28% are not eligible to vote < i do not believe the polls, they had Clinton winning 85% in 2016 , So they are conducted in polling roughly a third more Dems , crazy how that works. IMO people voted for Trump because of career politicians in both parties that have rarely returned results, Beside his rough tone , he has delivered more results than any other in my lifetime.
I strongly disagree that Bernie followers are blue collar workers, they are college children that want free stuff , most never worked , and like what the socialist party is selling ! You rarely hear a Rep or Independent mature politician auction off others wealth. All JMHO
I agree , what I will say is politic s local or DC weigh heavily on people’s lives , and directly impact all of our lives , our children , & grandkids , business , economy ,
I have never seen this kind of Dem party , didn’t think it was possible , the party its unrecognizable. The Next 10-15 years will be the largest wealth transfer in history will occur , current Admin changed inheritance to zero, how ironic the generation that will benefit is the large voting group for those who will reverse it ! IMO the market has presented a buy opportunity, but hard to see where the bottom is. JMHO
IMO over reaction to a overall market mess ! 3 days market is down over 3K points
This has little to do with missing earning s in this market climate and public outcry for lower drug prices , business climate will also take a hit , the past few decades China took a very large chunk of our manufacturing, this hopefully will be a wake up call that we need to be self reliant as a country , no one on left is talking about open borders now ! It’s our republic / constitution that affords us to be independent , and freedom to live our lives without a authoritarian party making decisions for us. Scary seeing THESE DEBATES, promising giving others peoples stuff to their voting base. That’s not America, in fact it’s shameful , IMO great buy op , all JMHO
What can we expect of Earning report in this market climate !
Too much doom and gloom , yet what market are foreign investors going to put their money in ? Off topic
God bless Those Families That Lost Love One's
JTFM , ANI Global
https://www.aniglobalsource.com/analytic-services
https://www.aniglobalsource.com/formulation-development
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I posted this 2019 , they are so proactive ! I like the ANI Global Slogan , it speaks to a larger mission statement , I do believe this small Co will transition to a larger co in near term ! JMHO
Silv , agreed
Here is a very proactive Co that has delivered growth YOY , Art P has Delivered results for its SH there’s no question ANI hurdles to overcome , an approval of Corti is a game changer , if net operating revenues are half of estimates were looking at 100 Mil net operating a MC guess 500-600 Mil ,
And they have growing line up of both small and larger revenue producing drugs , the purchase of factory in Ca IMO was a significant, bullish move , very telling & provided some insight , besides the logistical component, it speaks 2 their objectives , our CEO mentioned on last earning s call they were able to produce more generating more sales using facility ! JMHO
Are we there yet +++++ lol
Grab a drink , & chill , we will let you know when we arrive JP
With all due respect , To suggest that a dozen lawsuits will not impact companies ability to raise money / or neg impact PPS is absurd, how much shareholder loss in value did lawsuits create.
I am in now way Josh questioning the validity of lawsuits as it relate s to individual shareholders losses, I do not agree with the the basis myself and i lost money. What is inarguable is the timing here
A dozen lawsuits show up 18 months after Jansen departure and happens to occur weeks before Goren meets with FDA , A Fast Track Granted in late 2019 IMO strongly points to managements ability to produce results for their shareholders , Again Overall Survival is not something that can be identified early on in any study , In reading Jansen's reasons for departing they said it was a business decision ! Would they PPS dropped if Jansen stayed , NO , in fact it prob e much higher. At that time Jansen took a snap shot of study , there was nothing i recall definitive.
I also been around for some time , One catalyst , in this case a dozen or so lawsuits 18 mo's after , in front of FDA meeting and Fast Track just does not sit well , its well, one heck of coincidence, so much so id say its highly suspect. JMHO
B.B. it is really strange and just so happens to be in front of FDA meeting next month ? Key persons hire Jansen , FDA fast track occurred a year later , ++++++++
IMO Something is off , 18 months goes by a dozen law firms sue , it stinks of short s , & ? One other think stands out B.B.
All of lawsuits Came at once !!! How is that even possible
JMHO
One last comment here , maybe your aware
The increase in PPS at in 2018 IMO was directly related to Jansen , many of their employers social media site were posting very bullish comments regarding J&J continuation was certain , on the other side the decided to walk , Jansen said it was a business decision , remember at that time lawsuits for powder . Jansen released other material info that will serve as very bullish leading to investors buying.
IMO The PPS drop had nothing to do with poor drug results , and everything to do with Jansen walking.
FDA Fast Track Grant in late 2019, Approval by FDA to go into P3 and upcoming meeting with them does not speak to a failed drug study ! All JMHO Thanks
I strongly disagree with Your assessment of what took place , we know Jansen was in charge of studies ,
IMO they saw overall survival # s and ;;;; patients living longer and that alone today is being considered by FDA so my concern in witnessing a dozen law firms swoop in with lawsuits what happens to the future of Imetelstat? And the patents ? The Drug recently moved into P3 , FDA allowed Geron to move forward , so that alone is a steep hill for you guys to climb , and granted a Fast Track for Drug in late 2019 , with that said now please take some time read what the patients & families go through. Blood cancers is a horrific deadly disease , if the FDA wasn’t behind them I would think differently.
JMHO
Thanks for info
Here’s what I read regarding imbark results
https://www.genengnews.com/news/janssen-ends-collaboration-with-geron-to-develop-cancer-candidate-imetelstat/
What if any was Jansen responsibility here to report ? & why has lead Doc s heading up Imetelstat left to go work for Geron ? And does FDA just give out fast tracks Sept 2019 to Geron , and last can Geron focus have been shifted to overall survival data given data in studies & changes FDA to poss consider same ? Thanks again
Please explain why Geron is being held responsible when at that time Jansen was in control ?
How does this make sense , Jansen reserved the right to terminate for any reason , they financed the trials & When they walked Gern now has 100 % of Drug. IMO this is highly suspicious, is Jansen being sued along with Gern ? Explain
JMHO
Hi Devj
I am hopeful they do monetize Libigel, they have a 10 years of data , patents , like many I am shocked ANI would have acquired Bpax if there was no value , for very little cash.
Today The still IP remains a hidden asset , JMHO allot can happen from now to 2023 when CVR s expire , right now it’s tucked away for poss future use. In back my mind I am thinking the Co that eventually acquires ANI like ++++ ? If it’s Abbivie before 2023 it would be a real hard pill to swallow. Mr Art P said ANI has no plans to move it forward , if the IP remains unrealized prior to 2023 then I believe it moved to its final destination! Who know s all JMHO
I agree B.B. ,
Patenting the process to identify length telomeres & ,,, IMO is a piece that goes along with a expectation of obtaining a FDA approval for drug JMHO
Pretty sure a patent pending claim under “ first to file “ does provide protection from filing date , they have Many patents , I am not a expert in Drug patents , I am in tech and have a couple patents , may work different . Appears to me that they understand what their IP actually benefits , the timing to establish same is in line with new hirings last year. Again just my guess , glta
All JMHO
Good Article Jtfm I like the fact it points to actual material information provided by ANI , the potential of Corti is very promising , I really hope they pull this off ! A 200 Mil net operating potential added to 40 Mil ( without late launches 2019 , one drug in particular launched in Nov )
A 240 Mil net is a 1.2 plus gross sales , PPS ++++ poss Dividends ? Maybe all JMHO
Thank you !
B.B. this is very interesting patent , no Q it’s one of many in their patent family , IMO at first glance and only a My first take , they looking to patent how to identify ;;;;; would it matter if you haven’t a remedy ? This is something a Co does to build a large wall around their IP ? Maybe , all JMHO , publication in few months , look at filing date , new hires , and that may speak to why , I am just about convinced Jansen walking had nothing to do with the drug , outside of sales figures MF lower than what they wanted, and as they said a business decision to focus resources elsewhere, glta
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2020028261&tab=PCTCLAIMS
BB We all know ANI trades as it wishes , or as they wish
The fundamentals IMO are much stronger than ever, A Corti approval would be the awesome ! Fingers crossed
Have to believe MNK is looking at this very closely JMHO
Jadite, Funny because this board has been together for a long time and you have also contributed so much as well.So TY for kind words. Like most of us original board members i was very concerned about ANI acquiring Bpax and i spoke to Art a couple of times and Mr Simes ,In speaking with them I am pretty sure both understood our concerns and were somewhat empathetic to our losses & challenges at that time, If you recall before the acquisition of Bpax posters popped up and sim events took place. I believe here why, ANI remains a very narrowly traded co , it has flown under radar for several years now and a very small percent as you know is held by retail investors , and many of these investors post on this message board ! It really is a numbers game , in any given situation " new event" " Catalyst" is triggered by something,,,,,
Today , I am not at all certain of where ANI is heading , maybe they decide to sell or ? I do know they are in front of a few major catalyst that if one or more return positive results we will witness a substantial benefit ! Again thank you J Best Wishes
I been here since 2013 , before that Bpax , and CEGE I posted since 2013 over 1 K times
You and is it Jake show up mid oct 2019 and you Nov 2019 you posted 62 times , jake 60 according to Hub
you mentioned Bpax I remember Davis ? And old school dog ?? BR posters back then or hedge fund , do you Rem them ?
We’re all in for ANI ! Positive & Neg posts “ supported by material evidence “ yes is welcome Glta
B.B. I look at this pile on bs suits as a positive , & J&J was in control
I like the team Geron has , lead doc s from Jansen & Imp to not lose sight of the reason Jansen gave, its had nothing to do with imet at that time J&J was just hit with powder lawsuits that alone could have had much to do , ? All JMHO
Yeah J i agree
Bot
Brooklyn born so
very hard to believe you or anyone else that makes their holding s public , no responsible investor would.
With that said Good Luck
stock pops 5 bucks no news , portfolio steep not just one catalyst
Why the move today ? no news in fact several recent news events , drug launches releases , acquisition of new drugs, FDA approval of drug
Nothing moved PPS much , but today on low volume it moves north 5 bucks !
in direct conflict with cause & effect , Its all a numbers game right, such as our new members , they also happened quickly , JMHO
Its Feb, March not too distant
does anyone have any idea what impact a Corti approval could have to current PPS ?
This Co has full bench , 3 or more immediate catalyst on deck
JMHO