Member Info for idkmybffjill

Stake hasn’t really changed since July. But they flipped from 13F to 13D (activist).

Https://otp.tools.investis.com/clients/uk/indivior2/rns/regulatory-story.aspx?cid=971&newsid=1855877

You can listen to the recordings. The audio is on there. I haven’t been able to yet but will soon.

MKS, Mark Crossley was at the Morgan Stanley conference last week and with Jefferies yesterday, and when he spoke, he didn’t project the most confidence. Medicaid disenrollments have affected other pharma companies as well, but his messaging on this topic and Brixadi has been terrible. Every time he goes to a conference and opens his mouth, the stock drops. That’s what’s caused this big selloff in the last week.

Source on Deutsche upgrade?

Found reason for stock drop. CEO Mark Crossley was at the Morgan Stanley healthcare conference yesterday and spoke. Some people think he didn’t sound too confident talking about Sublocade sales. I am only 1/3 of the way through the 35 minute call recording, I haven’t seen anything *yet* that changes my perception.

What litigation is kicking in on October 1st, 2024?

Tango-Cash, looking at your post history, I question if you are bipolar. Exactly 2 months ago...

"H1 results will be out by end of July, analysts expecting at least 18% YOY increase in revenue. We will see the price back above £15 min. Great time to load up, despite our frustrations with the Nasdaq primary listing, this will turn around relatively quickly."

No one is asking you to stay in this. Sell and move on...

How exactly are the directors self serving?

Also, every time a stock drop a bunch, these law firms show up. It pretty much never goes anywhere. You have not been an investor for very long it seems.

NoQuestionMarks, where did you get the $5 per barrel operating expenses number?

They are earning a healthy return on the gas storage assets. It doesn’t shoot the lights out like an upstream deal, more of a long burn.

For the millionth time, operating profit is BEFORE taxes and interest. Please subtract that before using it for PE ratio.

It was 11am London time...which is 6am EST.

It was a 10% drop in growth rate for this year….and will re accelerate next year. $1 billion run rate for Sublocade in 2025. So no, the 35% drop doesn’t make sense. The Medicaid stuff will get sorted out, and growth will resume.

What is it?

Where did they mention dividends? I’d much rather them keep doing buybacks.

That’s operating profit (EBIT). Subtract taxes to get net income for PE.

Where is the 148 million net debt info found?

One has nothing to do with the other.

Revenue growth much worse than expected due to those one time factors they mentioned

Doesn’t make sense for a company with 0 US operations to be listed in the US.

Can you post Berenberg’s latest note?