Jake, I've been working all day and was looking for enlightenment and good spirit, not controversy. Of course we are not related. I am much better looking. A few thoughts:
1. You actually have had some good valuation points, especially about cash flow, that many of us were too giddy to ignore. So why get distracted because a poster insults you? Put him on ignore and stay focused on the mission, which is to analyze the company. I feel there is good news in store that will change sentiment and push this back over 60 before October. After the last month, just reading that the Baudette plant hasn't been swallowed in an earthquake might be worth 5 points.
2. Next, I've said it before. You are WAY TOO NERVOUS about the RTF letter. The only issue is whether the hoped for July 23 PDUFA date will be pushed out. I frankly thought that 4 months was too ambitious, and ANIP never predicted that date as a certainty, only an aspiration. Reproducing this incredibly complex molecule is not child's play, and I have no reason to believe it was not done professionally.
3. Finally, as for the poster you referenced, I put him on "ignore" a while ago and encouraged him to do the same with my posting. Too much vitriol and not enough information. I still wish him well. The goal should be to get information and exchange meaningful opinions.
That's it for now. Belmont Park has just announced it will open June 3 and that the Belmont Stakes will be run on June 20, without live attendance. What a bummer.
