a*****1
发帖数: 3134 | 1 With the stock drops like rock and earning power reducing in the future, it
is highly leveraged. The market cap is $27B while debt is $31B. The debt
will be downgraded soon and the financing cost will skyrocket. From here on,
it
will be a downward spiral.
As I have said before, this is the story of ELAN-2002 repeating. Selling
asset is the way out.
发信人: able101 (able101), 信区: Stock
标 题: History is a guide, VRX reminds me of ELN
发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
Elan was an Irish biotech company. It got aggressive in accounting and
acquisition during the stock boom in 2000 and stock ran several fold to 67.
Its problem was later exposed in 2002 and company stock went downward spiral
and its survival was on the line. The stock dropped to $1.
However, it was still a solid company with solid asset, pipeline and drugs
to sell. Later, the stock bounced back to the high of $30 and was
successfully sold.
VRX is very similar to Elan in terms of product line and management behavior
. The problem is it accumulated huge amount of debt ($30B) to finance the
acquisition. When everything goes well, it is a wall street darling. However
, the debt will be a huge issue in current situation.
The upside might be 100%, but the downside can be 90% if it plays out like
ELAN. Having said that, the asset is real and the sum of part is certainly
larger than the whole. When everybody is talking about VRX bankruptcy, you
should be brave. | s*****n
发帖数: 2858 | 2 VRX严格讲是药品贸易公司。
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| m******8
发帖数: 1676 | 3 ELN 我早就有， 然后，变成PRTA， 现在也不错啊！
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| a*****1
发帖数: 3134 | 4 I was referring to ELN at 2001 to 2002 when stock plug from $65 to $1 and
then bounce back. That was freaking 14 years ago and I assume not so many
people would know the story here.
【在 m******8 的大作中提到】
: ELN 我早就有， 然后，变成PRTA， 现在也不错啊！
:
: it
: on,
| a*****1
发帖数: 3134 | 5 With the stock drops like rock and earning power reducing in the future, it
is highly leveraged. The market cap is $27B while debt is $31B. The debt
will be downgraded soon and the financing cost will skyrocket. From here on,
it
will be a downward spiral.
As I have said before, this is the story of ELAN-2002 repeating. Selling
asset is the way out.
发信人: able101 (able101), 信区: Stock
标 题: History is a guide, VRX reminds me of ELN
发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
Elan was an Irish biotech company. It got aggressive in accounting and
acquisition during the stock boom in 2000 and stock ran several fold to 67.
Its problem was later exposed in 2002 and company stock went downward spiral
and its survival was on the line. The stock dropped to $1.
However, it was still a solid company with solid asset, pipeline and drugs
to sell. Later, the stock bounced back to the high of $30 and was
successfully sold.
VRX is very similar to Elan in terms of product line and management behavior
. The problem is it accumulated huge amount of debt ($30B) to finance the
acquisition. When everything goes well, it is a wall street darling. However
, the debt will be a huge issue in current situation.
The upside might be 100%, but the downside can be 90% if it plays out like
ELAN. Having said that, the asset is real and the sum of part is certainly
larger than the whole. When everybody is talking about VRX bankruptcy, you
should be brave. | s*****n
发帖数: 2858 | 6 VRX严格讲是药品贸易公司。
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| m******8
发帖数: 1676 | 7 ELN 我早就有， 然后，变成PRTA， 现在也不错啊！
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| a*****1
发帖数: 3134 | 8 I was referring to ELN at 2001 to 2002 when stock plug from $65 to $1 and
then bounce back. That was freaking 14 years ago and I assume not so many
people would know the story here.
【在 m******8 的大作中提到】
: ELN 我早就有， 然后，变成PRTA， 现在也不错啊！
:
: it
: on,
| a*****1
发帖数: 3134 | 9 Just to remind everybody again, don't touch the freaking VRX.
Nobody is talking about BK yet, you've still got time.
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| u******n
发帖数: 5727 | | | | y***r
发帖数: 16594 | | a*****1
发帖数: 3134 | 12 More people will start to think about BK in the next several weeks to month.
Stock will reflect the thinking process and single digit is not total
impossible.
【在 u******n 的大作中提到】
: 俺刚在想这东西会不会破产。。
| o*********1
发帖数: 2608 | | f*****a
发帖数: 693 | 14 Niu!
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| a*****1
发帖数: 3134 | 15 Just to remind everybody again, don't touch the freaking VRX.
Nobody is talking about BK yet, you've still got time.
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| u******n
发帖数: 5727 | | y***r
发帖数: 16594 | | a*****1
发帖数: 3134 | 18 More people will start to think about BK in the next several weeks to month.
Stock will reflect the thinking process and single digit is not total
impossible.
【在 u******n 的大作中提到】
: 俺刚在想这东西会不会破产。。
| o*********1
发帖数: 2608 | | f*****a
发帖数: 693 | 20 Niu!
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| | | a*****1
发帖数: 3134 | 21 That was Nov 2015 when VRX was at $80.
The cycle will complete.
To da moon!
it
on,
【在 a*****1 的大作中提到】
: With the stock drops like rock and earning power reducing in the future, it
: is highly leveraged. The market cap is $27B while debt is $31B. The debt
: will be downgraded soon and the financing cost will skyrocket. From here on,
: it
: will be a downward spiral.
: As I have said before, this is the story of ELAN-2002 repeating. Selling
: asset is the way out.
: 发信人: able101 (able101), 信区: Stock
: 标 题: History is a guide, VRX reminds me of ELN
: 发信站: BBS 未名空间站 (Fri Oct 30 13:16:45 2015, 美东)
| a*****1
发帖数: 3134 | | d********f
发帖数: 8289 | 23
牛B，下次这样的好股请通知大家一起上
【在 a*****1 的大作中提到】
: 没有操到底，但可以了。
| a*****1
发帖数: 3134 | 24 问题是股版一直是繁殖，喊得太响就废了。
【在 d********f 的大作中提到】
:
: 牛B，下次这样的好股请通知大家一起上
| f****e
发帖数: 1521 | 25 心理作用吧
古板后知后觉而已
【在 a*****1 的大作中提到】
: 问题是股版一直是繁殖，喊得太响就废了。
| d********f
发帖数: 8289 | 26
haha! 大牛！ vrx上看到多少？
【在 a*****1 的大作中提到】
: 问题是股版一直是繁殖，喊得太响就废了。
|
|
