InvestorsHub Logo
icon url

10 bagger

03/18/10 6:24 PM

#16 RE: 10 bagger #15

PPCO.. Cross Post.. http://investorshub.advfn.com/boards/board.aspx?board_id=3251

Posted by: hweb2 Date: Friday, March 05, 2010 10:53:28 AM
In reply to: hweb2 who wrote msg# 124010 Post # of 124385

PPCO Q4 CC transcript available on Yahoo:

http://seekingalpha.com/article/192010-penwest-pharmaceuticals-co-q4-2009-earnings-call-transcript?source=yahoo

Looks like once they pay the remaining $3.7M to Endo, Opana ER royalties will jump from 11% to 22%! That should happen about halfway through Q1. So Q1 results should be better than Q4, but in Q2 revenues and earnings should see a big jump. Could be earning .10-.20/share per quarter! Am I reading this right?