Replies to post #174 on Equity Field Notes from temporal sources

[DanWebzster]

REPH crashed 5/18 after an unexpected CRL for the IV version of its post operative pain drug.

Here are REPH's other major assets and liabilities:

Dexmedetomidine in Ph2 peri procedural pain

Fadolamine in Ph2 for intrathecal injection

EOQ-1/2018 Cash = ~$51mn

Growing contract mnfring business that generated $19.5mn in Q1/18.

Senior secured debt with interest expense running ~$2mn/Q

[DanWebzster]

CKHUY is Hong Kong based conglomerate that trades at 0.8 P/B with a 3.2% yield.

47% of Revs are derived from Europe.

Major constituent companies include:

* 75.7% interest in CK Infrastructure
* 40.2% interest in Husky Energy
* Telecoms in Europe and Asia
* Port Division which includes the largest Port in Brazil
* A.S. Watsons Retail
* 60.4% interest in Nasdaq-listed Pharma HCM

Equity is stabilizing after decline related to the transition to scion of the long-time leader of the company.