g**a
发帖数: 953 | 1 特想知道到底有多少payment。没查出来
royalties |
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b*d
发帖数: 3069 | 2 晕，鸟神能简单解释一下两者关系么？
刚才看了一下，Trademark是UTHR的，是UTHR的药，SUPN在里面起了什么作用？
为什么UTHR昨天大涨，SUPN开头没有什么动静，盘后和今天盘前才大涨？
royalties |
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p**y
发帖数: 7407 | 3 •Acquisition of United Technologies fuel cell IP portfolio
•Strategic alliance with United Technologies focused on IP licensing
VANCOUVER, April 24, 2014 /PRNewswire/ - Ballard Power Systems (BLDP)(BLD.TO
) today announced that it has acquired the transportation- and stationary-
related fuel cell intellectual property (IP) assets of United Technologies
Corporation ("UTC", NYSE: UTX). These assets consist of approximately 800
patents and patent applications, as well as patent licenses... 阅读全帖 |
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j***u
发帖数: 836 | 4 最安全的是AGEN。试验都给大公司去做，自己吃milestone payment和royalty。
Pipeline里货很多。被称为9条命的猫。风险很小。
刚刚进入Russell3000，月底上4，下月24日Q2后上5，年底上7. |
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g*********r
发帖数: 543 | 5 粗略算一下gluu的定价：
高速发展的公司盈利基本没法用来衡量股价（忽略不计），我们从revenue来看，
Q1+Q2 = 72M 五到六月份volume低的时候的股价大约在 $3.6 ~ $3.8
Q3+Q4 = 140 ~ 150M 现在的股价粗略估计 72/140（150） * $3.6 (3.8) = $7 ~ $7.
91
考虑到gross margin降低从68%降到58%，加上并购股票稀释带来的短期利差 （这个长
期来看利好，所以暂时忽略不计），需要调整 $7 ~ $7.91 *58/68 = $5.97 ~ 6.74
如果考虑到潜力， gluu通过并购以及自身发展，得到了更多的游戏平台，
每个游戏引擎一旦开发出来，会有一系列的游戏：
比如hunter系列： deer hunter to Dino hunter
好莱坞系列：从 stardom 到 kim kardashian
总的来说是一个前景不错的公司。今年下半年至少5款新游戏上市！破鼓万人捶，如果
股价明天跌破$6, 建议持有一段儿时间， 等volume下去，股价回归再卖。
为什么gluu股价会到$7.5，全因为其... 阅读全帖 |
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z*********1
发帖数: 192 | 6 Gilead Sciences 3Q Rev $6.04B >GILDBY Dow Jones & Company, Inc.
— 4:05 PM ET 10/28/2014
Gilead Sciences Announces Third Quarter 2014 Financial Results
- Product Sales of $5.97 billion -
- Sovaldi Sales of $2.80 billion -
- Non-GAAP EPS of $1.84 per share -
- Revised 2014 Full Year Guidance - FOSTER CITY, Calif.--(BUSINESS WIRE)--
October 28, 2014--
Gilead Sciences, Inc. (GILD
Loading...
) announced today its results of operations for the quarter ended September
30, 2014. Total re... 阅读全帖 |
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w**k
发帖数: 6722 | 7 这个事情首先要明白的是SQNM的测试用的是什么平台
是ILMN的测序平台。
围绕这个平台能在NIPT上做什么，SQNM本来就插不上话
现在ILMN把在这个平台做什么买断了而已，但是SQNM分了一杯羹
当然，最最关键还是royalty有多少，也就是说能分多大一杯
它们两家还是有很大的竞争关系，如果ILMN还是要做Varinata那一块
ILMN的另一个想法就是传承它是tool maker的一贯思路
向更多的公司卖开发出来的工具
这样SQNM就和别的公司竞争，对SQNM来说应该更有利
因为它的供应商不再做它的（最主要的）竞争对手
我既有ILMN也有SQNM，我看到的是双赢 --- 这是我希望的，今天两个都涨了，很高兴
SQNM可能要赢得多一点，本来它的IP也要强一点。
话说，这样一和解，其他players倒是可以收购SQNM了
我长期的看好NIPT，不到市场定型下来，我不放SQNM。
ILMN更不会放手了，NIPT只是一小点，NGS是大头。没看到新的有分量的对手出来之前
我都会抓住的，并在中间做波段。 |
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d******8
发帖数: 1972 | 8 http://www.thestreet.com/story/12992120/1/abbvies-hep-c-regimen
Abbvie's Hep C Regimen Approved, Marketing Battle With Gilead Up Next
By: Adam Feuerstein Follow | 12/19/14 - 04:16 PM EST
inShare
Comment
Link
Stocks in this article: GILDABBVENTA
U.S. regulators approved a new hepatitis C therapy from Abbvie (ABBV) ,
heralding a new era of market competition with Gilead Sciences (GILD) .
The just-approved Abbvie hepatitis C regimen will be sold in the U.S. under
brand name Viekira Pak. The company... 阅读全帖 |
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L********8
发帖数: 603 | 9 看了楼主的半分析，半调侃，我也加上几句。首先我想楼主手误了一个词，应该是
royalty，而不是loyalty。
1. 关于低油价的起因：楼主分析的透彻，从技术层面是的。但是不要忘记了实际还有
大的政治经济环境的影响。中国 的 经济增长的低于预期,美国的经济增长的强劲让美
元兑换很多货币都升值，这也间接推低了油价。更不用说那些沙特，俄罗斯，美国等的
阴谋论在内了。但油价的急速下降还有至少很大的因素是人们的speculation。尤其是
那些energytrading，所以造成了油价的不对称和不符合市场的快速下降。
2.关于裁员和预算消减。如果大家注意的话，休斯顿的大的综合性石油公司早在今年上
半年就开始成规模的消减预算，清理人员的。chevron在8月就宣布整个公司的（内部)
18个月的不招人计划。BP从13年就开始重组，砍人了。在今年四月的他们的move their
us 陆地的部门成为一个子公司，砍掉了2100 到1700左右，这只是美国陆地部门而已
。原因有两重，楼主分析了很多了。大的石油公司，成本高，进入sweet 地区，像，
bakken, eagleford ,permia... 阅读全帖 |
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C****a
发帖数: 6593 | 10 感谢lonestar78还有前面一位朋友的指正
是royalty不是loyalty，哈哈，我这是受印度小伙伴的影响，rl部分了
我刚刚查了一下，美国确实还没有超过沙特。这个是我记错了。大家原谅我，领悟精神
吧，就是说页岩油的影响不是小打小闹，是具有改变规则的力量的。
我在原文把这两个地方改一下。
Lonestar78帖子里说了很多干货啊，譬如页岩油气在钻井完井上同传统油气田的巨大差
异（价位上也会反应巨大）以及在后期生产中的生产周期的巨大不同。这些细节其实都
是魔鬼，感兴趣的人可以花点心思。Lonestar78要是乐意不妨开个新帖哈。
我感谢朋友们厚爱和抬举了，尤其那几个给我发包子的朋友。其实我就是写着玩，假语
村言给大家饭后凑点谈资。嘿嘿，吃饭去了，大家节日快乐。
their |
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h******b
发帖数: 6055 | 11 觉得XLE回报太低，又不想搞什么UCO/ERX的，希望长期拥有的可以试试下面这组股票。
1）Market Cap破1 billion
2）红利破5%
Ticker INDUSTRY_SUBGROUP Yield Cap (M) CURRENT_TRR_1YR
RDS/B US Equity Oil Comp-Integrated 5.743088 204660 -5.956867
RDS/A US Equity Oil Comp-Integrated 5.013333 204660 -2.996062
TOT US Equity Oil Comp-Integrated 5.25633 115246 -11.16273
BP US Equity Oil Comp-Integrated 6.681515 109166 -20.94933
E US Equity Oil Comp-Integrated 6.4... 阅读全帖 |
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k*********2
发帖数: 98 | 12 我本来是等着大牛回答指导工作的。看看大牛们知不知道自己每天都在买卖些什么。特
别是两个royalty interest 公司 SDR PER怎么运作的。 |
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P******e
发帖数: 229 | 13 No chance for bankruptcy? Looks the company is still promising since
dividends are still there.Any thoughts to share? |
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a****o
发帖数: 6612 | 14 美国已经加收联邦土地上石油开采的税了(royalty) |
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W***n
发帖数: 11530 | 15 Sym Name Last Change Percent YTD
Percent Time Links
GCCUX Goldman Sachs Commodity Strategy R6 11.91 +0.01 +0.08%
+262.01% 11/25/15
GCCIX Goldman Sachs Commodity Strategy Fund 11.91 +0.02 +0.17%
+203.29% 11/25/15
GCCTX Goldman Sachs Commodity Strategy Fd Cl 11.91 +0.01 +0.08%
+203.23% 11/25/15
GSCAX Goldman Sachs Commodity Strategy Fund 11.77 +0.01 +0.09%
+202.56% 11/25/15
GCCRX ... 阅读全帖 |
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W***n
发帖数: 11530 | 16 4 Top Merrill Lynch Blue Chip Dividend Tech Giants to Buy for 2016
December 4, 2015 by 247lee
Intel processor
Source: courtesy of Intel Corp.
One of the surprises of 2016 was how poorly some dividend and dividend
growth stocks did in 2015. Many on Wall Street point to the headline weight
of the Federal Reserve interest rate lift-off as one catalyst for the poor
performance. With a 75% probability that the Fed raises rates this month
baked in, dividend-paying technology stocks make good sense for... 阅读全帖 |
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a*****1
发帖数: 3134 | 17 1) the lifting and transportation.
2)G&A
3)royalty and tax
4) cap ex
5) interest cost
当然沙特没有3和5。 页岩油的问题是輸在3，4，5。
1和2 都差不多，贵的也就15刀，便宜的10刀。3一般25%. 4暂时可以减少，长期不行。
标准应该看DD&A。
5是要杀人的。贵的要平均15刀一桶油。
不是每个人把所有价格都标出来的。 |
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c*******y
发帖数: 1630 | 18 从革，联合收割机
涉及到诸多方面：
首先，Due Diligence并没有做好，到事发前一周才发现Philidor，今天两封态度截然
不同的邮件更是彰显此刻比尔内心的挣扎。
其次，Bill Ackman对该公司的商业模式过分自信，根据其在sohn conference上的
presentation 来看，他当时给出了16*16=256（有一个16是预估的CASH EPS）的估值，
相比现在70+，的确让人大跌眼镜。
Bill Ackman在PPT中的对比，主要是列数了平台型的Valeant 和传统药企的区别，认为
Valeant的属性更像是一个hedge fund, portfolio较为多样化，因此能分散风险，同时
，由于可以直接收购Phase III阶段的药企，这样实际上FDA审查的阻力会小很多。另外
自己几乎等于砍掉了R&D方面的支出，省了一笔钱，在收购完之后也能砍掉原公司大部
分的研发部门方面的支出，岂不爽快？
当然，Bill 没把话讲完。
Valeant 在2010年和Biovail合体之后，留下一个问题，也是最近WSJ有在市场专栏头条
提到的——tax inversion，... 阅读全帖 |
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w********2
发帖数: 16371 | 19 炒股是复利。专利自己的得能收到大量royalty才好。如果只是写了给公司收奖金没什
么意义。 |
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e****i
发帖数: 2152 | 20
Merck is also seeking royalties of 10% on future sales of Sovaldi and
Harvoni. |
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e****i
发帖数: 2152 | 21
Merck is also seeking royalties of 10% on future sales of Sovaldi and
Harvoni. |
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s********e
发帖数: 209 | 22 Judge Re-Opens Case Amid Claim Merck Scientist Lied
Kartikay Mehrotra
Apr 30, 2016 3:09 am ET
(Bloomberg) -- A federal judge re-opened Merck & Co.’s patent case against
Gilead Sciences Inc. over a hepatitis C drug amid claims that an ex-Merck
scientist lied to a jury that awarded the company $200 million in damages.
U.S. District Judge Beth Labson Freeman said Friday she’s “outraged”
about an allegation the now-retired scientist deceived jurors with testimony
that he was responsible for early br... 阅读全帖 |
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y********n
发帖数: 4452 | 23 笑死了，这个是public information. 什么投资协议？你开始乱说话了吧。star wars
给第三方权利写游戏royalty也很少。Pokemon在不知道成功的情况下会多的离谱?
我个人认为是散户炒作，和internet bubble差不多。 |
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a*****1
发帖数: 3134 | 24 That is exactly what MM was trying to make you think.
The fact is when oil price moves up, the cost will go up too, and it is not
linear correlation. When everybody is drilling, the oil service cost will go
up dramatically and so are the cost of tax and royalty.
Right now at WTI at $50, the all-in cost for US shale companies are averaged
between $40-$65. When WTI at $80, the all-in cost will go up to $65 to $100.
The efficiency gain is only a small part of the equation. When service cost
is depr... 阅读全帖 |
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a*****1
发帖数: 3134 | 25 That is exactly what MM was trying to make you think.
The fact is when oil price moves up, the cost will go up too, and it is not
linear correlation. When everybody is drilling, the oil service cost will go
up dramatically and so are the cost of tax and royalty.
Right now at WTI at $50, the all-in cost for US shale companies are averaged
between $40-$65. When WTI at $80, the all-in cost will go up to $65 to $100.
The efficiency gain is only a small part of the equation. When service cost
is depr... 阅读全帖 |
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T*********4
发帖数: 451 | 26 http://finance.yahoo.com/news/warren-buffetts-berkshire-increased-apple-stake-212725511.html
Warren Buffett’s Berkshire Hathaway (BRK-A, BRK-B) has been on a stock
buying spree since the election.
Buffett told Charlie Rose in a recent interview that he loaded up on $12
billion worth of stock since the election through the end of January. He
didn’t specify the securities he purchased at the time.
Now we have the first glimpse.
During the fourth quarter, Berkshire added another 42.1 millions share... 阅读全帖 |
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c*******s
发帖数: 179 | 29 今天收到学校的 controller's office, 寄来的2008 1099-MISC, 过去的几年从来没有
收到过. 上面第7项: Nonempolyee compensation: $**** (>$1000).
查看了过去一年的所有的paycheck和最近的bank account direct deposit. 从来没有
这笔钱. 不知道怎么回事?
从网上查到: Any business that has paid you $600 USD or more as a non-
employee, or at least $10 USD in royalties, must provide you with a 1099-
MISC1099-MISC1099-MISC form by January 31st of the year following payment.
If you are expecting a 1099-MISC1099-MISC1099-MISC and have not received it
by January 31st, contact th |
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F*********n
发帖数: 2914 | 30 谁能给解释一下6， 是不是在1040表上附上Form 1042-S 就不需要file 8833了？谢谢
Exceptions. You do not have to file Form 8833 for any of the following
situations.
1.
You claim a reduced rate of withholding tax under a treaty on interest
, dividends, rent, royalties, or other fixed or determinable annual or
periodic income ordinarily subject to the 30% rate.
2.
You claim a treaty reduces or modifies the taxation of income from
dependent personal services, pensions, annuities, social security and other
p |
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t*a
发帖数: 18880 | 32 有这个说法？
我怎么记得前者是在schedule A里，后者是在schedule E里，后者是可以多个的...
"
Supplemental Income and Loss (From rental real estate, royalties,
partnerships, S corporations, estates, trusts, REMICs, etc.)
" |
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m*****s
发帖数: 1381 | 33 去年F1的时候，一个老师要我帮他写一个课程的辅导教程,有将近500的收入。后来收到了出版社给我发的1099-MISC，收入是写在 2. Royalties里的。请问这个报税的话是按什么报？是不是F1不应该收到这个表？
谢谢。 |
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t******g
发帖数: 10390 | 34 你LD的这个1042S和treaty有关但不和我们通常说的5000有关,查code10像是Industrial
royalties,这个对中国的税率是固定10%的样子.你的1042S是按照这个10%扣的税吗.
如果是,你可以参考pub519的58页左上角第二段.
Also follow the above procedure for income
that is subject to a reduced rate of tax, instead of
an exemption, under the treaty. Attach a state-
ment to Form 1040 showing a computation of
the tax at the reduced rate, the name of the
treaty country, and the treaty article that pro-
vides for the reduced tax rate. Include this tax on
Form 1040, line 60. On the dotted l... 阅读全帖 |
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t******g
发帖数: 10390 | 35 你这个royalty看中美关税协议应该是article 11. |
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t******g
发帖数: 10390 | 36 你LD的这个1042S和treaty有关但不和我们通常说的5000有关,查code10像是Industrial
royalties,这个对中国的税率是固定10%的样子.你的1042S是按照这个10%扣的税吗.
如果是,你可以参考pub519的58页左上角第二段.
Also follow the above procedure for income
that is subject to a reduced rate of tax, instead of
an exemption, under the treaty. Attach a state-
ment to Form 1040 showing a computation of
the tax at the reduced rate, the name of the
treaty country, and the treaty article that pro-
vides for the reduced tax rate. Include this tax on
Form 1040, line 60. On the dotted l... 阅读全帖 |
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t******g
发帖数: 10390 | 37 你这个royalty看中美关税协议应该是article 11. |
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s*****e
发帖数: 24 | 38 去年收到一个以前学校（在别的州）一个专利版权的分红，学校给我寄了个1099-misc
表，里面box 2(royalties)填了我的分红。我现在的问题是我需要填学校所在州的州税
吗？还是把这钱一起算在现在所在州的州税表里。
谢谢 |
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b********e
发帖数: 271 | 39 你是self－employee？
分红了？
1040 line 17：
“Rental real estate, royalties, partnerships, S corporations, trusts, etc.
Attach Schedule E” |
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a**s
发帖数: 1892 | 40 1040
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc.
Attach Schedule E
只是针对出租情况还是租房子也算呢？谢谢！ |
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d*****s
发帖数: 158 | 41 我们去年11月份过来的，今年4月份file tax extension
现在准备用frist year choice联合报税
请教去年1月到10月的国内收入，要file 2555吗？
在IRS网站上看到这个
A resident alien's income is generally subject to tax in the same manner as
a U.S. citizen. If you are a resident alien, you must report all interest,
dividends, wages, or other compensation for services, income from rental
property or royalties, and other types of income on your U.S. tax return.
You must report these amounts whether from sources within or outside the
United States. |
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r***3
发帖数: 4 | 42 我阅读了一下pub 519的page 56到57页...第二个exemption就是说只有工资把。。但是
要在1040表的line 21 claim the treaty amount and next to the amount write "
exempt income", the name of the treaty country and the treaty article that
provides the exemption.
Exceptions. You do not have to file Form 8833 for any of the following
situations.
1. You claim a reduced rate of withholding tax under a treaty on interest,
dividends, rent, royalties, or other fixed or determinable annual or
periodic income ordinarily subject to the 30% ra... 阅读全帖 |
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z*t
发帖数: 39 | 43 两个问题还请指点：
1）如果按IRS Publication 519有关substantial presence test规定父母在美逗留满
183天，因而可以算作resident alien for tax purpose并可以作为dependent，但似乎
同时也就有了申报其在中国收入的义务（除非你选择仍作为non-resident alien)，参
见519文本如下：
Resident Aliens
A resident alien's income is generally subject to tax in the same manner as
a U.S. citizen. If you are a resident alien, you must report all interest,
dividends, wages, or other compensation for services, income from rental
property or royalties, and other types of income on your U.S. tax retur... 阅读全帖 |
|
z*t
发帖数: 39 | 44 两个问题还请指点：
1）如果按IRS Publication 519有关substantial presence test规定父母在美逗留满
183天，因而可以算作resident alien for tax purpose并可以作为dependent，但似乎
同时也就有了申报其在中国收入的义务（除非你选择仍作为non-resident alien)，参
见519文本如下：
Resident Aliens
A resident alien's income is generally subject to tax in the same manner as
a U.S. citizen. If you are a resident alien, you must report all interest,
dividends, wages, or other compensation for services, income from rental
property or royalties, and other types of income on your U.S. tax retur... 阅读全帖 |
|
s******w
发帖数: 218 | 45 总结一下目前我对这个问题的理解，我要file新加坡部分的收入因为是resident alien
，这个只要把数字换算成美元加在1040的line 7就好了，不需要附加表格。然后因为在
新加坡有交税，所以要填1116 然后把最后算出来的数字放到1040的line 47。这样就可
以了吧？2555跟我没有关系因为我不能claim exclusion？
irs网站上有说
A resident alien's income is generally subject to tax in the same manner as
a U.S. citizen. If you are a resident alien, you must report all interest,
dividends, wages, or other compensation for services, income from rental
property or royalties, and other types of income on your U.S. tax return.
You must report th... 阅读全帖 |
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l*******6
发帖数: 140 | 46 Will it be considered as Personal legal expenses - Nondeductible Expenses?
Personal Legal Expenses
You cannot deduct personal legal expenses such as those for the following.
Damages for personal injury (except certain whistleblower claims and
unlawful discrimination claims), for more information about unlawful
discrimination claims, see Deductions Subject to the 2% Limit, earlier.
You cannot deduct these expenses even if a result of the legal proceeding is
the loss of income-producing property.
... 阅读全帖 |
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P****1
发帖数: 2670 | 47 如果是学生的话，目前tax版上大家公认是填no，因为6114－1(c)(1)(iv)中明确说了
income
derived by artistes, athletes, students, trainees or teachers可waive。
对于researcher没有定论，我觉得是按照301.6114-1(b)中的(4)(ii)(D)条款，即
treaty上有要求，而申请人符合treaty的要求。
条款见：
http://www.law.cornell.edu/cfr/text/26/301.6114-1
(b) Reporting specifically required.
Reporting is required under this section except as expressly waived under
paragraph (c) of this section. The following list is not a list of all
positions for which reporting is required under this secti... 阅读全帖 |
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P****1
发帖数: 2670 | 48 如果是学生的话，目前tax版上大家公认是填no，因为6114－1(c)(1)(iv)中明确说了
income
derived by artistes, athletes, students, trainees or teachers可waive。
对于researcher没有定论，我觉得是按照301.6114-1(b)中的(4)(ii)(D)条款，即
treaty上有要求，而申请人符合treaty的要求。
条款见：
http://www.law.cornell.edu/cfr/text/26/301.6114-1
(b) Reporting specifically required.
Reporting is required under this section except as expressly waived under
paragraph (c) of this section. The following list is not a list of all
positions for which reporting is required under this secti... 阅读全帖 |
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P****1
发帖数: 2670 | 49 的确是新的一项
把相关条文找出来读了好几遍，觉得唯一相关的是(b)(4)(ii)(D)
http://www.law.cornell.edu/cfr/text/26/301.6114-1
(4) That, notwithstanding paragraph (c)(1)(i) of this section,
...
(ii) A treaty exempts from tax, or reduces the rate of tax on, fixed or
determinable annual or periodical income subject to withholding under
section 1441 or 1442 that a foreign person receives from a U.S. person, but
only if described in paragraphs (b)(4)(ii)(A) and (B) of this section, or in
paragraph (b)(4)(ii)(C) or (D) of this sec... 阅读全帖 |
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g******o
发帖数: 4042 | 50 不需要填8833
Exceptions. You do not have to file Form 8833 for any of the following
situations.
You claim a reduced rate of withholding tax under a treaty on interest,
dividends, rent, royalties, or other fixed or determinable annual or
periodic income ordinarily subject to the 30% rate.
You claim a treaty reduces or modifies the taxation of income from dependent
personal services, pensions, annuities, social security and other public
pensions, or income of artists, athletes, students, trainees, o... 阅读全帖 |
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