Threshold Pharmaceuticals, Inc (THLD): Opiniones

acumular acumular acumular

¿si la historia es tan buena como no sube? ¿ofrecen acciones a buen precio para bajarla? ¿quien vende baratas esas acciones de un buen producto? ¿quien no compra barato un buen producto?............¿nadie puede asegurar que sea un buen producto, lo único seguro es que tiene pasta en el banco?....¿codicia y miedo, miedo y codicia?

La verdad es que no lo entiendo.
Aunque son pocas acciones, pero la pregunta es.... ¿que se nos escapa para que esta noticia que creemos buena sea considerada mala?

Yo no le daría vueltas, la noticia es buena pero todavía no toca subida, la quieren seguir manteniendo controlada, no hay más.

Salu2!

Con ese micro volumen de pre no hay noticia negativa. Solo manipulacion. No ha llegado el momento y punto.
En fin.

3600 shares 4,75 ... :(

Un comentario al respecto del usano CAUTION1ST:

"Threshold reported end of the year 2012 financials this am. Cash was $70.848 million with collaborative receivables (money Merck has to pay Threshold) of $15.635 million. Additionally, subsequent to the end of the reporting period another $42.5 million in milestones was received.

Total Cash and cash equivalents 70.848+15.635+42.5 = $128,983,000 BOING!!!! The cash and cash equivalents came in at the upper range of my projection. I said earlier, this number could be between $120-$130 million.

Cash per share is $2.05 on a diluted basis. That means cash alone is 42% of yesterday's closing stock price.
A great sign of financial strength and undervalued stock. Oh yeah I forgot, " NO" long-term debt!

Operating expenses down $4.2 million at $25.866 million for all of 2012. Research expenses were down 23% on a partial year of TH-302 R&D reimbursement from Merck.

If you take the anticipated net cash burn rate of $35 million for 2013 and apply that to the cash & cash equivalents amount of $128.983 million you have 3.68 years of cash to cover operations. Realize that number does not include any more milestone payments and that operating cost are planned to increase 35% in 2013. If you add in the $12.5 million milestone the company believes they'll earn in the 1half of this year, your cash number goes to $141.483 and cash burn rate goes to 4.042 years.

Additionally, Threshold still has another $195 million of milestone payments it can earn (after the $12.5 mentioned above). That could add another 5.57 years of cash burn at the $35 million expense rate. The $195 million still to come equals another $3.11 per share diluted.

This tells you the company is ridiculously strong financially. It has plenty of money to get TH-302 through FDA approval. This is why Selick said "NO" stock dilution.

Clinical trials continue on course with a pick up in interest in the antiangiogenics programs. Great things are coming!!"

curioso, pese que el pre en 4,85$ ha abierto en 4,96$ ... se me escapan a mi estos tejemanejes ...

BR?