REBOUND !!!!! Up 65% in one week !!!!

Its happening as we speak: REBOUND ! REBOUND !! REBOUND !!!

Up 65% in 7 days !!!

Morale lifting is accomplished !

Dr RC is our HERO ! HERO !! HERO !!!

 

this is not a rebound based on performance.. this is a deferral of debt for 1.75% convertible notes with a limited number of institutional investors due in 2021 that is now due 2024 at a reset of 6%. Deferring hundreds of million in debt does not fix your business... this was a necessary lifeline to sustain your business as your sales suck and your cash burn in absence of material sales and debt would have imploded Acorda by next year. Again driven by institutional investors who were incentivized by 6% notes to push out due date. A rate 3x higher that the original rate. So your genius is paying a compounded premium in the future... because current state for term in 2021 was not viable. almost like a mortgage loan mod for losers who can’t manage their expenses.

 

By 2024 Inbrija sales will conservatively exceed $2 Billion ! The extension guarantees our future !!!!
Thank you Ron ! ! ! !

 

. Q3 net sales were paltry $4.9M. Good luck with that. The only thing this guarantees is HABOOBS contract extended till 2024... to continue with nonsensical projections.

 

As long as you are making up numbers, may as well say $4 billion.

Habib, there isn’t one forecast model that puts Inbrija anywhere close to this number.

For someone who supposedly isn’t moved by daily fluctuations, you are sure reading a lot into a slight movement based on RC making a deal with the devil to save his ass.

At your current run rate almost a year into launch, Inbrija is likely to peak at around $70 to $80M.

 

Too negative. Too anti-morale lift.

The number of PD cohorts worldwide is estimated at 170 Million. So the $2 Billion sales projection is not totally entropic. With a vapid salesforce increase and major incentives to international sales team (as Asia and Europe cohorts in particular) there is potential to reach in the neighborhood of $1+ Billion in the aforesaid timeframe, notwithstanding the financial debt issues which must still be addressed.

 

You do realize you’re responding to a mentally challenged, non skilled, manufacturing plant laborer?
They also fantasize they’re a Home office insider on many boards. Don’t respond and feed the troll.
They own zero stocks and are broke and lonely.

 

WOW... first thing I ever agreed with that you posted... Vapid Salesforce Indeed!

 

Habib, you may find it negative and agai st your emotion based rants, however it is factual.

Let’s hope your “vapid” sales force is motivated by the mystery incentives.

Show me a reformulation that sells in Europe or Asia that generates even a 1/4 of what it does in the US. Even in the US you have a GTN of 50% at best.

Better get hustling, the time to peak curve is not in your favor.

 

This whole deferred note tactics is a window dressing to buy more time from a certain demise. Haboob loves it either way he gets paid longer for this dragged out skeleton company. Next trick will be another restructuring and downsizing in 2020 and an expanded inbrija indication in the vet market. The vet market in Africa is massive alone, and elephants will require a dose 100x that of humans. How amazing is Acor- Duhh?

 

That reformulation tactic is gross red herring deception. We will receive premium payments in Europe and mid east. There are simply too many PD cohorts available for Inbrija not to explode as it is a McAllister product and Nobel worthy !

 

Dousche

 

Face it Habib, Inbrija is an overworked extended release LD. Payers view it this way, doctors view it this way and ex US countries aren’t paying for it

ACOR can’t afford to do research on anything truly innovative and Nobel worthy.

 

No problem, as the R&D can be easily outsourced to Bangalore India. Major big pharma and bio pharma research capability here with salaries / hourly rates at about $10/hr for PhD level workers.

 

ACOR at $ 2 bucks + change is hardly a rebound, when one considers that not far ago the shares were around 36-40.

This is not a rebound; but a recalculation of the stock price to reflect the loan.
It sort of remind us of the Mortgage Crisis of the mid-2000s and the Adjustable Rate Mortgages.

Acordans have a couple of years to make it or break-it. Let's hope they DO. Lots of hard work. Are they up for the challenge?

As for R&D heading to India, the only person left in R&D is Dr Blight. He is listed as "Emeritus".
The rest of us were "downsized". We suppose that Andy will welcome relocation to Mumbai, where he can join the Royal Bombay Yacht Club. Its sailing facilities to the Arabian Sea are just splendid.

Good Luck Acordans

 

Thank you for a thoughtful post, as well as your loyal service. Many great employees were sacrificed to meet bottom line constraints. What a shame. Yes the big rebound must continue into 2020 and we must get back to $1 billion in sales.

As for the outsourcing it may be a 'done deal' esp with the significant labor cost reduction. I would guess a PhD here would cost $200K here vs maybe $20-25K there. There are many top notch graduates of IIT in Bangalore that are available for hire.

 

This is a Haboob Job... You first have to attain $1b in sales to get back there. Your entire market cap valuation is barely $100M and slipping back below $2.00 per share.

 

Habib, ACOR has never had revenue in the $1bn range, nor will they with this product and pipeline.

Given that you are completely comfortable with overpaying and underperforming executive team while underpaying for product development in a third world country that has never developed a significant innovative product and barely produces safe generics says a lot.

I’m beginning to see where you got your IP advice.

 

Top notch Leadership is hard to find; and not practical with outsourcing. Therefore have to pay the 'going rate' for domestic top[ leadership skills. On the other hand there are a plethora of highly skilled PhD researchers available at almost bargain wages !

Advised that ACOR was at 1 Bil range earlier.

 

Its almost that time...HAPPY NEW YEAR !

May 2020 be a terrific year for the REBOUND ! !

Lets GO GO GO ! ! !