Old API Wind-down Ltd - Ordinary Shares ARLZQ

Earnings announcement soon...

[kuatolives]

I hope?

[GoldenDilemma]

Mid-March likely. Horizon reports next week. This will give us some intel though Yosprala is our saviour. 

[snootchybootchy]

I'm thinking it will be Tuesday next week.  For Q1 through Q3, Aralez has reported earnings one day after Horizon.  Horizon is scheduled to report on the 27th of this month.

[kuatolives]

They also usually announce it one or two weeks in advance, which is why I was wondering.

[snootchybootchy]

I watched the webcast of the presentation Aralez presented at the RBC Markets Global Healthcare Conference.  Mr. Adams mentioned (a few times) that the year-end conference call will be scheduled for early March. Not sure if it was my imagination but he seemed to be playing down any potential over-exuberance regarding the uptake of Yosprala.  He mentioned several times that they're

[kuatolives]

I think 2017 will be the end of this ride for me if profitability isn't achieved and the needle doesn't start to move. I aint gonna live forever.

[PoorOpinion]

I just noticed in the new presentation that they dropped the page entitled "Early performance indicators" which had been in the two previous presentations and was showing sales of Yosprala. My guess is you pull it out if the numbers arent so hot, you leave it in and update it if things are on track. Over-exuberance may well be off the table.

[GoldenDilemma]

Light a candle and say a prayer for good earnings. Below $2 if bad. 

[kuatolives]

for 130M in earnings, $2 would put it at roughly 1x earnings, which I doubt for a company that claims profitability in 2017. Anyhoo, I stopped trying to read the tea leaves last year. I, for one, will be happy to see some numbers. Biotech looks to be back on the upswing again.

[GoldenDilemma]

Traded rangebound from Oct 1st 2015 - Q4 readouts in March 2016 and then look what happened. While I do not expect there to be as significant of a loss, do not put it past shorts if Yosprala numbers and revenue growth is not delivering.  We know what the YTD bottom is.. as do shorts. Expect it to break on unfavourable earnings. 

[GoldenDilemma]

Sorry, did not add - we are trading rangebound right now as well. 

[kuatolives]

I don't think many will care about 2016 as much as the 2017 projection, that is, unless the actuals came in well under the estimates.