Earnings Call

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Anonymous

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So, what do you think?

We announced the big restructuring a month into the quarter. We then did nothing for another 45-50 days, so it won't impact the regular expenses much and sales are down a bit,
so that will mean losses of about $90M. There is just about 10 days worth of restructuring expenses that will appear. That's probably only $25-45M (they've said it would be $25M, but remember, these are the accountants that lie). So, I'm guessing sales of $75M and losses of $125M. The numbers will be much worse Q4 as the sales chaos keeps up and the restructuring expenses finally start to accrue.

The current retained losses are $1,843M, many on the board really wanted a faster restructuring to hit the $2B mark this quarter. I think we'll be a little short but make it by the end of the year. The $100M spent in Europe will just be icing on the cake.
 












A $2 billion retained loss for a biotech that typically spends over 10 years to bring a drug to market is completely irrelevant. Obviously losses build up when you are in clinical trials for a decade with no revenues coming in. I would wager every penny I have that the numbers claimed in post #1 will NOT happen. These figures are beyond ridiculous.
 






Anonymous said:
A $2 billion retained loss for a biotech that typically spends over 10 years to bring a drug to market is completely irrelevant. Obviously losses build up when you are in clinical trials for a decade with no revenues coming in. I would wager every penny I have that the numbers claimed in post #1 will NOT happen. These figures are beyond ridiculous.
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What's ridiculous is calling them "Earnings" Calls.
 


















"one week from today"

The eaarnings call is next Tuesday, not Monday. Another lie from a fraud who claimed he was at the September National Sales Meeting which in truth happened in October.
 












Anonymous said:
A $2 billion retained loss for a biotech that typically spends over 10 years to bring a drug to market is completely irrelevant. Obviously losses build up when you are in clinical trials for a decade with no revenues coming in. I would wager every penny I have that the numbers claimed in post #1 will NOT happen. These figures are beyond ridiculous.
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$2B is a lot when the company has the only drug it's going to have approved for many years and is losing $400M/yr with declining sales.

It will certainly be closed before $2.5B.
 












Here is what to expect:
Next Tuesday at 9am:
$83.6 Million; $0.72 loss not including some restructuing costs
Stock Price Rebound to $8+ over the next couple months

4th Quarter:
$105 million; 0.20 loss not including some restructuring costs.
Stock price rebound immediately to $14+ increasing to $20+ over the quarter

1st Quarter 2013:
$115 million; $0.25 profit not including some restructuring costs.
Stock price rebounds immediately to $26+ increasing to $30+ over the quarter.

Therefter further growth. Continue two plants plus Europe. Asia soon.
 






Anonymous said:
$2B is a lot when the company has the only drug it's going to have approved for many years and is losing $400M/yr with declining sales.

It will certainly be closed before $2.5B.
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With the cash on hand and the 150M share dilution, they can make it to $2.5B, in less than a year if they start up in Europe.
 












Anonymous said:
Vertex has $3.4 Billion in retained losses - and your point to repeating the same irrelevant nonsense?

http://finance.yahoo.com/q/bs?s=VRTX
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I agree,
$2B in losses is no big deal. At $100M/quarter, it would take them a long
time to double that.

the big issue is the criminals on the board who want the company closed. I don't think they will let the dilution happen to keep things going another year.
 






Anonymous said:
Here is what to expect:
Next Tuesday at 9am:
$83.6 Million; $0.72 loss not including some restructuing costs
Stock Price Rebound to $8+ over the next couple months

4th Quarter:
$105 million; 0.20 loss not including some restructuring costs.
Stock price rebound immediately to $14+ increasing to $20+ over the quarter

1st Quarter 2013:
$115 million; $0.25 profit not including some restructuring costs.
Stock price rebounds immediately to $26+ increasing to $30+ over the quarter.

Therefter further growth. Continue two plants plus Europe. Asia soon.
Click to expand...

LOL!!!!!!!!!!!!!!!

Some idiot posted this on Investors Village Idiots. That board constantly bashes Cafe Pharma but we have been right about everything for the last 2 years. The one post here that fits their agenda they paste over there. To the person who pasted this over there, this post is NOT from an employee. The post is written by a fellow IV poster who you know well.
 






I am the poster with the projections and, no, I do not post on IV as it is of little value. You can check the accuracy of my first projection in five days. Then you may want to re-read what I provided and maybe even apologize. But I will not hold my breathe.
 






Anonymous said:
I am the poster with the projections and, no, I do not post on IV as it is of little value. You can check the accuracy of my first projection in five days. Then you may want to re-read what I provided and maybe even apologize. But I will not hold my breathe.
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I did not say you posted it there. I never thought you did and I wasnt calling you an idiot. Someone else posted your post.
 
























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