Mark Frankel

Biotech investor, not interested in a Twitter following

[Mark Frankel @MFrank_44]

@mathlonning the reason I thought there might be some margin improvement is during the ER call I'm pretty sure the CFO said words to the effect 'you should consider this (Q1 margin) as a floor going forward'. Now obviously not Q2 so we'll see thereafter.

[Mark Frankel @MFrank_44]

@mathlonning doesnt sound like we'll see much if any margin improvement vs. last ER. Hopefully it doesn't get worse, future growth notwithstanding.

[Mark Frankel @MFrank_44]

@mathlonning Tape looks similar to previous daily sell offs. Flat open then down rest of the day with any bumps being sold. If this repeats tomorrow uh oh...

[Mark Frankel @MFrank_44]

@nickgiva1 https://t.co/mNnJRAiXxc

[Mark Frankel @MFrank_44]

@mathlonning wasn't liver up YoY something like 30-35% while tmdx rev's only up 21%? I think they're loosing share which is the one thing we both agreed could crater SP

[Mark Frankel @MFrank_44]

@mathlonning IMHO market share loss is the only thing I think could send this lower.

[Mark Frankel @MFrank_44]

@its_The_Dr grog, are these figures accurate? where do they come from?

[Mark Frankel @MFrank_44]

@semodough I'm sure they still aim to submit but sure has been radio silent much beyond that

[Mark Frankel @MFrank_44]

@zipjet thanks for ur detailed explanation

[Mark Frankel @MFrank_44]

@Paperboy2009 @zipjet if they had a BO offer which they declined that would be a material event. the fact that there's no disclosure statement from the company leads me to believe there was no offer

[Mark Frankel @MFrank_44]

@zipjet wouldn't this be a material event requiring disclosure from the company?

[Mark Frankel @MFrank_44]

@mathlonning I hope ur right but I'm not seeing the run rates to get us there

[Mark Frankel @MFrank_44]

@Lucy3370 This from Evercor:
The massive earnings beat was due to a one-time tax benefit of $365 million, analyst Michael DiFiore said in a report. Without that, earnings would have been closer to 15 cents, he estimated. FCST was $.22

[Mark Frankel @MFrank_44]

@yachmod Best of luck to you but if there is an unforeseen death of an ambulatory patient stock will get wiped out. Huge risk imho

[Mark Frankel @MFrank_44]

@DrewMeade1 Wow what a weak response on the part of the company. Just sitting back getting obliterated.

[Mark Frankel @MFrank_44]

@bio_report $SRPT I'm wondering if FDA is trying to force management change to lift the halt?? Just saying

[Mark Frankel @MFrank_44]

@yachmod $SRPT I think we can also say goodbye to EU & other approvals

[Mark Frankel @MFrank_44]

@adamfeuerstein $srpt and we can probably forget about EU and other approvals