michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, what we're -- in our design and our planning, we're planning to build a pretreatment unit, which will give us ultimate flexibility to run whatever feedstocks are available to run. And obviously, there's an incentive to run as well as CI feedstock as you possibly can. So we'll have ultimate, we would have ultimate flexibility in being able to process any of those tellows or fabs that are used cooking oil that that present the lowest CI scores.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you. Thanks, Christian. I've just got one question relating to pipeline strategy, which perhaps flips the earlier BD question on its head. I thought the Inmagene collaboration is a particularly interesting relationship to advance a number of your earlier-stage assets. So I'm just wondering now that your increased financial resources perhaps allow you to think about supporting more complicated but potentially more interesting and more valuable programs focused on combinations of molecules where you might have otherwise looked at monotherapy. So perhaps deprioritizing the monotherapy strategy across the pipeline.
Might you take an Inmagene type approach for what would otherwise have been both[Phonetic] monotherapy programs, especially if you're seeing inflated prices in licensing in China.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Thanks, Bryan. It's an interesting question. So in the history of the Banff Jasper call center, the inbound call center, last week was our record of inbound calls, 8,515 calls in the week, which is a remarkable number. So what we're seeing is that folks are organizing themselves. They're planning travel. We believe that we'll have a strong, meaning 90-plus days of what we describe as our summer season continuing that through October. We're extending where possible from a weather perspective and working to, obviously, respond and favorably host the demand that we're seeing, which continues to be very strong.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Anthony.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That's how we think about it, that that long term average feels like the reference point that we need to continue to communicate against, recognizing that, you know, there's a displacement right now in prices, displacement and demand and supply, probably the primary issue being supply. But eventually, it'll go, it'll likely go back to a more normalized long term average, that 400 range. It's really just a matter of, you know, when are we right on that? We know we're not right. That's the nature of commodity forecasting. So we figured we'd give you a sustainable, consistent target to head toward when you think about our numbers, and you can adjust as you see fit in terms of your expectations of lumber prices.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think we're at like 56 or 58, something in that range. It's about another $0.75 million we're putting into that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. This is just us deciding to start offsetting any impact of management stock action. Our goal is to keep that very balanced and neutral. We have not been doing that thus far as a public company, and we're starting now. It's not the beginning of a big stock buyback, and you can tell because it's just $50 million. I mean we think that lasts two to three years. And so it's just exactly for that.
I will go ahead and since you brought up the number 50, I plug the debt reduction, really happy to take another 50 off the term loan. And I do think we're probably done making moves there. We'll probably sit tight on that Term Loan A at 150 for quite a while. The next big thing we're thinking about is multiple years out on the horizon, and that's the convertible notes. We will probably start accruing some cash and thinking about that. But again, those notes are a hybrid product. It allows us to satisfy them with cash debt or equity. But in general, I think from a cash deployment strategy, we're going to offset dilution. We're probably not going to do many more voluntary prepayments at all on the term loan, and we'll have our eye on the notes in the future.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, there should be three kinds of benefits. First and foremost, are going to be benefits to our customers who have a much easier time transacting with us with modern mobility tools to order and browse and catch up with order status and so on. Much like all of us probably have with Amazon or platforms like that. On the inside with our company having better tools to optimize how we operate, we will have lower cost of transactions, and we'll have better working capital because we have tools that allow us to manage inventory and other kinds of purchases more definitely.
We had not factored those into 2021. We want to do is make sure it's implemented well. It will probably be feathering in over the year, and I don't know that we'll get enough of it done to standing here right now in first quarter make a big commitment on exactly how much that saving is going to be for full year 2022. It should be very important, but we'll see how it goes in 2020. And primarily we're struggling with how do you estimate the revenue impact of being so much easier to do business with, where we already have a fantastic portfolio of products. So that's really the starting line that we'll get into, and I'm sure as we get into the year we'll have visibility as we bring our customers into working with us on the system rollout.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So I think it is -- when we do the conversion, we'll have to shut down the operation for a couple of days to implement the system, do the testing, the training, and whatnot. And we're taking advantage of that downtime to actually upgrade some equipment on one of our lines. But how much inventory you have to build? I mean, ideally, you would be in a position where you could continue to ship your orders during that time period with a high fill rate.
We think that full inventory on our business is somewhere between four and five weeks of inventory. That sounds like a lot for a fresh products business, but you have the range of brands and SKUs that we have across the portfolio. So you need to have about four to five weeks of inventory. Today, it depends on what day you're looking at, but we probably have about two to two and a half weeks of inventory.
But we're producing -- as you saw in the other charts, we're producing well in excess of demand every week and well in excess of consumption every week. So we're building both our inventory and the trade inventory as this goes. So we should be good.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good afternoon everyone. As you think about the supply chain and the capacity issues with delivery, what's your sense in terms of timing as how we move through this? How do you see inventory progressing as we go through the balance of the fiscal year and the impact on the expense side?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, Brad.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
There was some one time expenses in there on -- from a CARES Act perspective for our foreclosure loss provision as some of the -- we looked at the moratorium and the rules and regulations changing around that and the length of foreclosures would be increasing cost, so I would consider that more of a one time. Although, our cost of service is a little bit higher, just as we've had to prepare for staffing to work through all of the CARES Act forbearances this year and then continuing into next year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you. Next question. Operator?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. I think it's difficult to say that there is seasonality this year to be quite honest. With all of the demand in the markets that we're seeing across our end markets, I'm not sure that it's a normal seasonality year. And certainly we had good incrementals, especially with what we saw on the supply chain side. In the back half of the year, there are a couple of things at play. We have less work days in the back half of the year. We're seeing some supply chain challenges that we believe are probably going to keep us from being able to perform at the level that we did at Q2. But the positive part of that again is really the demand that we're seeing in the end markets and the growth that we expect to continue in those end markets. But it really is driven primarily by supply chain when you look at what the expectations are from a margin perspective and a revenue perspective in the back half of the year.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, Catherine.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, folks. Thanks for taking the questions. I have two questions. First, were there any notable changes to reimbursement or coverage policies for 2021 in addition to the CMS change for hip replacement that will be catalyst for a demand this year? And then secondly, can you provide some color on your expectations for the pace of adoption of EXPAREL for lower limb nerve block, assuming the trial is successful and that you secure approval? And whether you see any potential hurdles to rapid adoption in that area?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay. So, Sunny's second question is on the 2021 overall gross margin. With a higher level of capex spending, she wants to know what will be the year-on-year increase in depreciation and what's the impact to the overall 2021 gross margin?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, sure. I think when you look overall at the business, it is traditionally the case that you have lower business overall. Again, I think interestingly, I actually expect leisure could continue to strengthen because when you think about coming out of the pandemic, increasingly people are feeling comfortable traveling, where we see festive bookings in places like CALA, etc., it's great demand and the holidays are pacing up well compared to 2019. So I think we're very encouraged. But the overall message we were trying to impart is that, typically, it is a period, just with family holidays, etc., that it is a lower occupancy quarter. And it's worth mentioning that when you go back to 2019 and 2018 levels and you look at our EBITDA in Q3 and Q4 as we talked about in our comments that typically Q3 is a higher RevPAR driving quarter than Q4 typically.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I mean our criteria remain unchanged, and the targets that we seek are both software and service. Although software is focus for us. There are some geographical benefits in some locations that would be an attraction to a target, if it was in the right locale to support our expansion on a global basis of our service coverage. But on the valuation side, the financial criteria of our M&A strategy remains unchanged. We are looking for accretive opportunities, and that interplays obviously with valuation quite quickly. Company has got to be performing well and the valuation has to be appropriate, so that it is accretive to us. Have valuations come down? Boy, the discussions are a little bit easier than they were, say, a year ago. It doesn't mean that they're not tough. And I think we still see in the healthcare space and certainly biosimulation space that in addition to market valuation metrics, that might be referred to in valuation discussions. We also see a lot of private companies, private equity funding that comes into play and that affects valuations as well. So, the headline is no valuation discussions are better than they were before. That doesn't mean that they are necessarily easy parts of the discussions that are ongoing in terms of target candidates that we interact with.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Ryan, thanks for the question. The two factors are really, one of them is were selling less petroleum. The more we can increase our blending levels, which is a big drive for us and one are the ones we try to emphasize for you, then we blend less petroleum in and the petroleum is blended because it provides convenience to the customer, but its not our most profitable gallon. So, were actually really happy with that mix improvement, and the focus really does need to be on production from that perspective, and then the only other adjustment is we are in this environment reducing the refined veg oil conversion, and so those biodiesel gallons will also drop somewhat from an original estimate.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We're not prepared to do that at this earnings release, but we are trying to be more open to the idea of giving guidance.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Hi. Hi, Jason, it's Bill. I'll remind you and everyone that when we initiate a trial, we have a recruitment estimate, and we project a final patient in -- that recruitment pace can be affected by a lot of different things, competition from other trials, movement of clinicians from one center to another.
Sometimes, there's something in the protocol that we didn't quite understand that may restrict patients from enrolling more than was anticipated during the initial design. And we make adjustments over time. But particularly in the number of centers to hit the targets. As the trials progress, those estimates become much firmer, right? We see the pace and we are able to turn estimates into projections.
So METIS is nearing the end. We have the clinical trial footprint in place. We understand the patients that -- the patients per month that we can expect. We were unable, as we've discussed, to expand the footprint, and therefore, with the current footprint, we now expect and can project a two-quarter delay.
Each one of these trials, however, is quite different. The two other trials that are also nearing the end are our LUNAR trial and our trial in ovarian cancer, INNOVATE. And because those trials are nearing the end, again, our estimates or projections and we don't see any reason based on the current footprint and the current rates to change those projections for the end. So it's almost as simple as that, and I hope that provides a little bit of clarity, Jason.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks Don. Have a good day.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Adam.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It's about $5.5 billion, potentially.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So, John, I think you're right that we'll never go back to that levels of inventories that we held post or pre-pandemic because we've learned we can be much more efficient getting the right models to the right dealers and leveraging and not having as much on the lot. But there are still customers who want to walk into a dealership and walk out or drive off the dealership with a brand-new vehicle. And we've got to be responsive to those customers as well. So you know, I think it's going to end up being a little higher especially when you look at our dealer network.
You know, I've got them sending me pictures that they have virtually nothing on the lot. So there's an optimal level significantly lower than it was in the past but higher than it is now. I think what you're seeing now though is the ingenuity of our dealers and the new tools we've provided that give them insight into what's coming and they're selling deep not only into the inventory but deep into the pipeline of vehicles that are on the way. So you know, I credit, you know, just how dedicated this team is of satisfying every customer.
But I think there's an optimal level that's a little higher than we have right now.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Go ahead.

    Prediction (one of UP, DOWN, SAME): SAME