SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Sepracor-Looks very promising

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robohogs who wrote (9915)1/23/2007 1:49:55 AM
From: tuck  Read Replies (1) of 10280
 
Thanks, that puts both of you well above consensus.

finance.yahoo.com

I find the wide range interesting, given the availability of scrips data. Nobody but insiders know what the marketing expenses really are this quarter, huh?

But, the whisper number is towards the high end of the range.

earningswhispers.com

Assuming everyone knows the whisper number, I'd think it would be a little dicey holding SEPR through earnings. The key might be how they guide. Or perhaps the whisper number doesn't include stock expenses.

Anyhow, I'd probably be attempting one of Rocky's fancy hedges here if I owned any. Just to weather earnings, then I'd go back to the potential takeout scenario, and take the hedge off for that possibility.

FWIW

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext