ALXN Stock Never Wins

Quote

anonymous

Guest
Alexion stock is stagnant and just sits there, never a big mover despite positive news. Not huge drops despite negative news. What’s up? It’s been years of this crap.
 


















Plain and Simple
The street doesn't believe in the Guidance of Alexion
In layman's terms, no confidence in the pipeline launch from what Ludwig, Goff et al are pumping
Understand that the street wants to hear what the future bears for Alexion, not what earnings were accomplished in 4Q and 2019 - although that is important as a trend for future direction
So - there is a lack of Confidence in Alexion plans for future by leadership
2020 should be interesting to see what the board direction is
Now is Ludwig et al worried? Not at with the Golden Parachute he and HQ have
Meanwhile IC and Comp are receding...hmmmm, Field has delivered...Has Leadership?
 






Industry leaders have cut forecast expectations for stock earnings over 12 months. It is publicly available information. From an expected 180 range to a 120-140 range. We have not even held the teens for more than hours. Is it possible to beat earning and be one of the only biotech companies with stock in the gutter. Insiders know we will be decimated and there looks like there is no buyer left with interest. Hasty expansions, high overhead and unnecessarily inflated prices on an old drug will sink them soon. They have failed to deliver on the mission and home office knows this. Massive attrition will continue.
 






anonymous said:
Plain and Simple
The street doesn't believe in the Guidance of Alexion
In layman's terms, no confidence in the pipeline launch from what Ludwig, Goff et al are pumping
Understand that the street wants to hear what the future bears for Alexion, not what earnings were accomplished in 4Q and 2019 - although that is important as a trend for future direction
So - there is a lack of Confidence in Alexion plans for future by leadership
2020 should be interesting to see what the board direction is
Now is Ludwig et al worried? Not at with the Golden Parachute he and HQ have
Meanwhile IC and Comp are receding...hmmmm, Field has delivered...Has Leadership?
Click to expand...
Well said
 






anonymous said:
Industry leaders have cut forecast expectations for stock earnings over 12 months. It is publicly available information. From an expected 180 range to a 120-140 range. We have not even held the teens for more than hours. Is it possible to beat earning and be one of the only biotech companies with stock in the gutter. Insiders know we will be decimated and there looks like there is no buyer left with interest. Hasty expansions, high overhead and unnecessarily inflated prices on an old drug will sink them soon. They have failed to deliver on the mission and home office knows this. Massive attrition will continue.
Click to expand...
I pulled out of the ESPP. Based on the December purchase we are only saving a few dollars, not 15% of the average. They purchased on the highest day of the quarter. My money will do better in almost any other stock. The writing is on the wall. We see it internally and the market sees it as well.
 






Thank you for the (mostly) thoughtful and smart replies. It’s nice to see some maturity for once of this site. All of Alexion employees are concerned about what’s next???
 






Take a look at the attrition. We have lost marketing, legal, heads of medical affairs and so on in executive leadership, So many great individuals leaving. Speaking from the internal view there is much concern of the direction or lack thereof, competition with pricing and data, and a bloated field force. The breath of prescribers is not where the company has thought it would be. I welcome other thoughts as well.
 






anonymous said:
I pulled out of the ESPP. Based on the December purchase we are only saving a few dollars, not 15% of the average. They purchased on the highest day of the quarter. My money will do better in almost any other stock. The writing is on the wall. We see it internally and the market sees it as well.
Click to expand...
I stopped contributing as well. My husband laughed at the stock. We are investing on our own. They must have done something to play the stock at the highest day of the quarter when they bought the stock.
 












It seems a lot of people have put 2 and 2 together and know the stock is garbage and they have no direction. Laying out a pipeline in the same realm does nothing. As they said we are too risky. The market knows the competition will crush us for one reason.... MONEY.
 






I think people have had enough of this! The outlook has dropped significantly from $170’s to $120’s in a few months. PLEASE BUY BACK THE SHARES!! I have kids to feed!
 






Remember when drunk Mutz would spit all over everyone saying how much our stock was going to be worth?!?!?!? What a dumb/drunk fuckwhack. So happy I stuck around until Feb 28th for 96/share.......
 






Alexion is still a one trick pony. The future of ALXN is dependent on Soliris brand. The threat of biosim is multi billion. A direct hit will sting but worse Is the threat to Ultomiris. ALXN stands to spend significant dollars on Ulto development in Neuro only to give it all to biosim if Amgen wins. ALXN ain’t doing shit until they get a Soliris biosim threat resolution and ALS prelim results. If Amgen wins Alexion will have to restructure and sell for a bargain. Smart Analysts know the risks and wait for the biosim trial to lean one way or the other. We should have some data on ALS too. ALXN wins its billions and a future of branded conversions. AMGN wins its a catastrophic blow to Alexion.
 




































Top Bottom
Back
Quote