扣动扳机了

金融角斗士

和我预测的太阳能和新能源板块终于发动，估计未来和美国一样由他们发展行情+3D,4D,由新科技带动行情发展下去，我的预测总算正确一次
航空设备：威海广泰也开始发动行情，可惜的是
今天一直想补仓：日出东方，可是网上银行或手机总出问题，无法转账，这是第一次，以前操作无数次也正常，在14.19出无法补仓，眼睁睁看着他上涨到14.66（如果摊平成本就是14.70左右，老天不帮忙，或是让我买入其他强势回调股（那我就听老天的），反正太阳能板块投入资金比例最高，

金融角斗士

前期强势股：松芝股份系列开始回调，但是不该牛股本色，持有不动如泰山
大盘至少走出一个ABC反弹浪到2600以上，如果超过2900，或演变成为5浪上涨，那么今年1949就是底部了，今年上涨会超过3500，明年或超过6000，为了万无一失，保留等量资金预备队防止大盘突然变脸下坡1949或到1500-1600，上下都有对策，进退自如，无所畏惧，这是孙子兵法的策略啊，也哦哦

金融角斗士

大盘除了年线很难看，其他季度，月周日技术MACD指标很不错，大盘涨势不错，趋势向上，很理想的技术走势，追赶美国去了

金融角斗士

300111是太阳能板块新龙头，我可以找机会介入龙头

金融角斗士

再次加仓CPIX一直到14610USD仅次于ISS,缺点是评级为3，可是昨天跑出的SMTX评级最高，可是今日大跌11%，现在亏7.76%原因就是SMTX 技术曲线很难看，看来用技术曲线预测还是比较准确的,加仓FLOW10000排名第三，CPIX还是FLOW各个周期技术图线不错，而且前期走势比较强，当然不如太阳能和稀土，但是他们一路高歌猛进，我就无法杀他们回马枪。
umberland Pharmaceuticals Inc. (CPIX) Q1 2013 Earnings Call May 2, 2013 4:30 PM ET

Operator

Good afternoon, ladies and gentlemen, and welcome to the Cumberland Pharmaceuticals first quarter 2013 earnings conference call. (Operator Instructions) At this time, I would like to turn the call over to Elizabeth Davis, who handles Corporate Relations for Cumberland Pharmaceuticals. Please go ahead.
Elizabeth Davis - Corporate Relations

Good afternoon, everyone. Before we begin, we'd like to advise that this call will include forward-looking statements, which reflect our current views about future events. These statements are subject to risks outlined in the Safe Harbor section of today's news release and detailed in our 10-K and 10-Q reports on file with the SEC. Despite our best efforts, actual results could differ materially from our expectations.

Information shared on the call today should be considered current as of today only, and please remember that the company assumes no duty to update it. If anyone has not seen our press release issued today, you can access it on our website at www.cumberlandpharma.com.

We also post and maintain the current version of our corporate presentation as well as other press releases and company updates on the Investors portion of our website. Additionally, this conference call is being webcast through our website and will be archived there for future reference.

I'll now turn the call over to our Chief Executive Officer, A.J. Kazimi.
A.J. Kazimi - Chief Executive Officer

Thanks, Elizabeth, and good afternoon, everyone. Thank you for joining us, as we review our first quarter results for 2013. With me on today's call are Marty Cearnal, Cumberland's Chief Commercial Officer; and Rick Greene, our Chief Financial Officer.

We'll start by reviewing highlights on the quarter, and then we'll provide updates on each of our products. We will finish by discussing our financial performance, before opening the call to your question. So let's begin.

We're pleased to start the year with favorable financial results in the first quarter. Net income was $0.9 million during the first quarter more than doubling from $0.4 million last year. Caldolor continue its growth curve and actually produced its best quarter since launch, with the net sales of $0.4 million.

Total net revenue for the first quarter of 2013 was $10.3 million similar to the prior-year period. Total assets as of March 31, 2013, were $98.3 million, including $70.2 million in cash and marketable securities.

Early in the quarter we announced topline results from three new Caldolor studies. Two were adult registry studies that support the safety of a shortened infusion time for the product. These two large studies evaluated Caldolor in 450 patients at 34 leading medical sites across the country.

The first registry study assess the safety and efficacy of Caldolor administered intravenously over five to 10 minutes to adult patients in hospital setting. These patients had either preexisting fever or preexisting pain. The intravenous ibuprofen reduced both fever and pain, and the shortened infusion time was well tolerated in this hospital study.

The second registry assess the safety of Caldolor administered intravenously again over five to 10 minutes in adult hospitalized patients, who are undergoing surgical procedures. The shortened infusion time was also well tolerated by the patients in the surgery study.

We also announced important data from a third Caldolor study during the quarter. Topline results from this 50 patient study provided our first direct and favorable comparison of Caldolor to ketorolac, which is the only other NSAID available for injection in this country.

金融角斗士

坎伯兰制药有限公司是一家专业的制药公司，其使命是获得目前市场上销售的后期发展医药产品营销目标通过他们成长，那些医生段。坎伯兰致力于提供高质量的产品，未满足的医疗需求。
umberland制药公司（CPIX）第一季度财报电话等2013 2013年5月2日下午4:30

算子

下午好，女士们，先生们，欢迎来到第一季度收益电话会议Cumberland制药2013。（作业指导书）在这个时候，我想把电话给伊丽莎白戴维斯，谁负责公关Cumberland制药。请继续。

伊丽莎白戴维斯-企业关系

下午好，大家。在我们开始之前，我们想提醒，这个调用将包含前瞻性陈述，以反映我们对未来事件的当前视图。这些陈述涉及风险概述安全港版今天的新闻发布和详细的在我们的10 - K和10 - Q报告与美国证券交易委员会的文件。尽管我们尽了最大努力，实际结果可能大不相同从我们的期望。

信息共享对今天呼吁应考虑当前的只有今天，请记住，公司不承担任何义务更新它。如果有人没有看到我们今天发布的新闻稿，你可以在我们的网站www.cumberlandpharma.com。

我们也保持我们的企业介绍，目前的版本以及其他新闻发布在我们网站的投资者部分公司更新。此外，该电话会议正在直播，通过我们的网站，将归档备查。

我现在就把电话给我们的首席执行官，A.J.卡兹米。

A.J.卡兹米-首席执行官

谢谢，伊丽莎白，下午好，大家。谢谢你加入我们，当我们回顾我们的2013第一季度的结果。我在今天的电话是马蒂cearnal，坎伯兰的首席商务官；格林尼和瑞克，我们的首席财务官。

我们将开始对季度集锦，然后我们会提供我们的每个产品的更新。我们将讨论我们的财务业绩完成，开放给你的问题之前。所以让我们开始吧。

我们很高兴今年第一季度的良好的财务业绩。净收入为900000美元在第一季度增加了一倍，从去年的400000美元，比。Caldolor继续生长曲线和实际产生最好的季度推出以来，以400000美元的净销售额。

2013第一季度的净收入为10300000美元与去年同期。总资产为2013年3月31日，为98300000美元，包括70200000美元现金和可流通证券。

在季度初我们公司宣布了三个新的Caldolor研究结果。二是成人的研究支持一个缩短灌注时间对产品的安全性。这两个大型研究评价Caldolor 450例在全国34大医学网站。

第一个注册研究的安全性和有效性评估Caldolor注射超过五到10分钟的成年患者住院的设置。这些病人有先前存在的发热或原有疼痛。静脉注射布洛芬减少发热和疼痛，并缩短灌注时间以及在这医院研究的耐受性。

第二注册安全评价Caldolor注射，又在成年住院患者五到10分钟，患者的外科手术。缩短灌注时间也被研究的手术，患者耐受性好。

我们还宣布重要数据从三分之一季度Caldolor研究。结果50例背线从这个研究提供了我们的第一个直接与Caldolor酮咯酸比较有利，这是唯一的其他非甾体抗炎药可以注射在这个国家。

金融角斗士

为何重仓CPIX的关键原因：
1）盘子很小，只有1000多万，未来5年，公司年增长率估计30%
2）公司内部高层人员在3月份3.78元大量购买，我在3.89买入也很接近他们，他们是我的间谍，比我清楚公司的实际情况
3）第一季度效益不错，有一个美国唯一的产品，属于小垄断。
4）前期比较强势，技术曲线不错，有共振的特征
缺点是分析师评级不太高，可是评级很好的SMTX今天却暴跌11%，评级不高的巴菲特太阳能SUNPOWER一样大涨300%
内部人员：

Get Insider Roster for:

Insider Holders* Individual/Entity Most Recent Trans. Shares Owned as of Trans. Date BERNARD GORDON R Director Acquisition (Non Open Market) Mar 25, 2013 113,729 Mar 25, 2013 CEARNAL MARTIN E Officer Acquisition (Non Open Market) Mar 25, 2013 124,700 Mar 25, 2013 EDWARDS ROBERT Director Acquisition (Non Open Market) Mar 25, 2013 416,569 Mar 25, 2013 GREENE RICK SCOTT Officer Acquisition (Non Open Market) Mar 25, 2013 39,000 Mar 25, 2013 GREER LAWRENCE W Director Sale Mar 15, 2012 583,344 Mar 15, 2012 GRIGGS JONATHAN Director Acquisition (Non Open Market) Mar 25, 2013 3,945 Mar 25, 2013 HERMAN JAMES L Officer Acquisition (Non Open Market) Mar 25, 2013 24,759 Mar 25, 2013 JACOBS JOEY A Director Acquisition (Non Open Market) Mar 25, 2013 53,000 Mar 25, 2013 JONES JAMES Director Acquisition (Non Open Market) Mar 25, 2013 6,000 Mar 25, 2013 KAZIMI A J Officer Acquisition (Non Open Market) Mar 25, 2013 5,564,342 Mar 25, 2013 LAWRENCE THOMAS R Director Acquisition (Non Open Market) Mar 25, 2013 192,354 Mar 25, 2013 MARSTILLER JEAN W Officer Option Exercise Nov 14, 2012 440,828 Nov 14, 2012 PAVLIV LEO Officer Acquisition (Non Open Market) Mar 25, 2013 92,695 Mar 25, 2013

fycdy

你都有多少股呀,看你好几支A股啊!!!长线短做吗???

金融角斗士

为何加仓FLOW？
1）盘子小，只有4800多万，未来5年，公司年增长率估计30%
2）大量著名机构最近大量介入，比例很高，
3）世界水切割龙头，评级不错;1.5
4）前期比较强势，技术曲线不错，有共振的特征
Major Holders        Get Major Holders for:
Breakdown
% of Shares Held by All Insider and 5% Owners:        6%
% of Shares Held by Institutional & Mutual Fund Owners:        77%
% of Float Held by Institutional & Mutual Fund Owners:        82%
Number of Institutions Holding Shares:        119

Major Direct Holders (Forms 3 & 4)
Holder        Shares        Reported
BROWN CHARLES M        906,160        Jun 18, 2012
HSIEH ALLEN        212,256        Mar 4, 2013
LEBLANC RICHARD ANTHONY        201,168        Jun 18, 2012
LENESS JOHN S        173,567        Jun 18, 2012
HASHISH MOHAMED        125,566        Jun 18, 2012

               

Top Institutional Holders
Holder        Shares        % Out        Value*        Reported
Royce & Associates, LLC        3,110,672        6.42        12,162,727        Mar 31, 2013
Rutabaga Capital Management, LLC        2,868,945        5.92        10,041,307        Dec 31, 2012
Otter Creek Management, Inc.        2,710,000        5.60        9,485,000        Dec 31, 2012
Freshford Capital Management, LLC        2,134,118        4.41        7,469,413        Dec 31, 2012
Stephens Investment Management Group        1,801,088        3.72        7,042,254        Mar 31, 2013
Robeco Investment Management, Inc.        1,801,831        3.72        6,306,408        Dec 31, 2012
Cortina Asset Management, LLC        1,746,120        3.61        6,111,420        Dec 31, 2012
Marxe, Austin W. & Greenhouse, David M.        1,732,190        3.58        6,772,862        Mar 31, 2013
Vanguard Group, Inc. (The)        1,472,123        3.04        5,756,000        Mar 31, 2013
Dimensional Fund Advisors LP        1,435,961        2.97        5,025,863        Dec 31, 2012

Top Mutual Fund Holders
Holder        Shares        % Out        Value*        Reported
Royce Opportunity Fund        1,739,672        3.59        6,802,117        Mar 31, 2013
Vanguard Total Stock Market Index Fund        935,714        1.93        3,274,999        Dec 31, 2012
iShares Russell 2000 Index Fund        761,598        1.57        2,977,848        Mar 31, 2013
Vanguard Variable Insurance Fund-Small Company Growth        565,632        1.17        1,979,712        Dec 31, 2012
Satuit Capital U.S. Emerging Companies Fund        548,600        1.13        2,068,222        Jan 31, 2013
Motley Fool Fds Tr-Motley Fool Great America Fd        533,400        1.10        2,010,918        Jan 31, 2013
Pennsylvania Mutual Fund Inc        442,959        0.91        1,731,969        Mar 31, 2013
Heartland Value Fund        400,000        0.83        1,400,000        Dec 31, 2012
Valic Company II-Small Cap Value Fd        339,834        0.70        1,070,477        Nov 30, 2012
Vanguard Extended Market Index Fund        314,628        0.65        1,101,198        Dec 31, 2012

金融角斗士

fycdy 发表于 2013-5-10 23:35
你都有多少股呀,看你好几支A股啊!!!长线短做吗???

有5个，长线长做，短线去掉不好的，剩下好的做长线