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Hi Thermo,
I read all your posts since you became 'thermo' (I think you lost an 'o' in some IHub accident :) and posted on 10/27/2016. Lots to learn!
If I may, a couple of questions for you, if that's appropriate.
1) To BO or not to BO: In one post regarding BO (on the NWBO board) when it was a topic at the time (yes, a bit of a manic-depressive board :), you wrote the following steps would :
C Suite BO Incentives
Thanks, VMLG17 for the SA article, lots of good info.
After analyzing some of the CEO COO CFO ... compensation, this is what the author writes:
Bullish Jan. 21, 2022 Seeking Alpha article: https://seekingalpha.com/article/4480794-outlook-therapeutics-fda-approval-possible-buyout?mailingid=26453681&messageid=must_reads&serial=26453681.108183&utm_campaign=Must%2BRead%2BJanuary%2B22%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads
Bought another OTLK slice, could not resist Mr. Market latest offer :)
Best of luck with your investments!
$OTLK Buyout?
Where will NOVARTIS spend the $20.7B from Roche stake sale?
Novartis pharma division’s chief financial officer Mukul Mehta highlighted eye and respiratory diseases as possible areas for bolt-on deals, Welford noted in a Wednesday note after talking to the executive.
Novartis is getting a huge influx of cash from selling its 20-year stake in Roche, triggering speculation about where the Swiss pharma will spend the money $20,7B
What will it be next NOVARTIS M&A move? ...OTLK?
Another large acquisition could be next, with a familiar face now reportedly on the shopping list.
Buy on rumors, sell on news!
See more information about OTLK at r/OTLK_Investors
Oncology belongs to a different division at Novartis.
OTLK - The pre-offer of a Buyout has started? (More opinions I read regarding a OTLK Buyout)
"I Think the pre-offer buying of OTLK Buyout has started!"
A buyout will be based on the value to the buyer, not the share price.
A low share price means a potential buyer may try to buy up as many shares pre-offer as possible.
Let's say you offer $30/share.
If you accumulated 10MM shares before the offer was made, you saved $300MM dollars.
If someone beats your offer, you still sell those 10MM shares for a profit.
I think this is why we are seeing bear raids and FUD accounts.
I think the pre-offer buying has started.
I expect an offer to be announced around the time the FDA accepts the BLA.
Any offer will be based on the buyer's valuation.
Whoever has the highest valuation will make the highest offer.
Share price won't matter a lick.
So a $30/share offer is reasonable, if a buyer thinks the value is there.
This is why I keep saying that none of us has enough information to know what the offer will be.
But I think it will be $8-$12MMM . Or less. Probably not more. I would be amazed if it's less than $5MMM
For more information about OTLK, see at r/OTLK_Investors
Consistent timelines, BLA this Quarter!
Thanks pfelgueiras for the updated company presentation, https://ir.outlooktherapeutics.com/static-files/8a3fe36f-d7e7-4453-806b-2ffbfeb502c3, https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167475302
My favorite slide:
Looking forward to the BLA submission PR this quarter.
Best of luck with your investments!
for me that way is not working but Itried it otherwise and now it´s working. thanks for the link anyway. :)
$OTLK JTC Team to Host Virtual Investor 2022 Top Picks Conference on January 25th
PITTSTOWN, NJ / ACCESSWIRE / January 12, 2022 /JTC Team ("JTC"), a fully integrated corporate communications and investor relations firm, today announced it will host the Virtual Investor 2022 Top Picks Conference January 25-27, 2022. As part of the virtual event, JTC partnered companies will provide a corporate presentation, followed by an interactive Q&A session.
The schedule for the event is as follows:
Tuesday, January 25, 2022
3:00 PM ET: Outlook Therapeutics, Inc. (Nasdaq:OTLK) - WEBCAST
- Access the event and schedule of presenting companies at virtualinvestorco.com -
- Live video webcast presentations of participating companies followed by interactive Q&A session -
Its working.
I copy r/OTLK_Investors to google and works.
OTLK - Corporate Presentation January 2022
Good news, ...everything is progressing as planned.
For more information about OTLK see at r/OTLK_Investors
Source:
https://ir.outlooktherapeutics.com/static-files/8a3fe36f-d7e7-4453-806b-2ffbfeb502c3
r/OTLK_Investors that is not working. there seems to be missed something?? thx
BO at $40 at some point would be great.
If you want to see more information about OTLK and also about a potential Buyout, take a look at r/OTLK_Investors
Very good posts there.
Hi VML, thanks for the reply. Good to see another investor still watching ;) long term it´s looking very good, just frustrating what we looking at right now. I thought with an average of 1.33 I am good... lol Have a nice week!
GFTB, Thanks for all the OTLK MB posts. I've got many OTLK shares and down 35% as I bought right before the recent financings last year. I watched the HCW event this morning and liked what the CEO had to say. The trail was designed in coordination with the FDA, BLA submission to FDA this quarter, and a good chance of FDA approval before YE 2022. They also have a pipeline so the stock should go higher than the 12-month price target of $7-8 pps in '23 and beyond. It also sounds like they are going it alone vs. BO with mention of a sales force to launch revenues.
The video webcast can now be seen.. Link below in the PR from Jan. 4th
https://ir.outlooktherapeutics.com/news-releases/news-release-details/outlook-therapeutics-present-hc-wainwright-bioconnect-conference
did everybody sell here? no communication - only me alone ?
Analysts Are Bullish on These Healthcare Stocks: Durect (DRRX), Outlook Therapeutics (OTLK)
https://www.tipranks.com/news/blurbs/analysts-are-bullish-on-these-healthcare-stocks-durect-drrx-outlook-therapeutics-otlk?utm_source=stck.pro&utm_medium=referral
COO and CCO both awarded 800,000 options at $1.44 with 10 year expiration. If you have shares at today's price, and you can hold as long as they can, they don't make money unless you do.
https://newsfilter.io/a/eb45e430dcb398e035620a727ffbaf1f
Outlook Therapeutics to Present Pivotal Data from NORSE TWO Trial at the 9th International Congress on OCT and OCT Angiography in Rome (ICOOR)/ FLORetina Symposia
Francesco Bandello, MD, FEBO, will present Phase 3 pivotal safety and efficacy data from the NORSE TWO registration trial
December 15, 2021 08:05 ET | Source: Outlook Therapeutics, Inc.
...
ISELIN, N.J., Dec. 15, 2021 (GLOBE NEWSWIRE) -- Outlook Therapeutics, Inc. (Nasdaq: OTLK), a biopharmaceutical company working to develop and launch the first FDA-approved ophthalmic formulation of bevacizumab for use in retinal indications, today announced that Francesco Bandello, MD, FEBO, Professor and Chairman of the Department of Ophthalmology, University Vita-Salute, Ospedale San Raffaele, Milan, will present pivotal safety and efficacy data from Outlook Therapeutics’ Phase 3 NORSE TWO registration trial for ONS-5010 / LYTENAVA™ (bevacizumab-vikg), an investigational ophthalmic formulation of bevacizumab for use in wet age-related macular degeneration (wet AMD). The presentation will take place at the 9th International Congress on OCT and OCT Angiography in Rome (ICOOR)/ FLORetina Symposia, on Saturday, December 18, 2021.
“The results observed for ONS-5010 in the NORSE TWO trial are potentially of great significance for retinal specialists and their patients suffering from wet AMD,” said Dr. Bandello. “I look forward to having an additional approved treatment option for patients that is on-label and specifically formulated and packaged to meet the stringent demands for ophthalmic use.”
Details for Dr. Bandello’s presentation are as follows:
Clinical and Efficacy Outcomes of the NORSE TWO Pivotal Study for ONS-5010, an Ophthalmic Formulation of Bevacizumab
Presenter: Francesco Bandello, MD, FEBO
Session: ICOOR 2021 Hall, Visions of Future by Industry and Engineers, Part 2
Date and time: Saturday, December 18, 2021, 5:48 AM – 5:54 AM Eastern Time (11:48 AM– 11:54 AM Central European Time)
For more information and to register for this event, please visit ICOOR 2021.
https://www.globenewswire.com/news-release/2021/12/15/2352619/0/en/Outlook-Therapeutics-to-Present-Pivotal-Data-from-NORSE-TWO-Trial-at-the-9th-International-Congress-on-OCT-and-OCT-Angiography-in-Rome-ICOOR-FLORetina-Symposia.html
I added more yesterday... I believe OTLK is a good buyout candidate, eventually next year already. Any thoughts?
Of course. Late in year can always find bargans in pre revenue companies. Naturally if one does not have convction in the prospects of the company then no price is a good price.
I have a strong convicion in the prospects of Outlook. So do other market participants. The offer due to demand was increased 500%and was an all bought deal. Likely they could have increased it more.
OTLK - Outlook Therapeutics to Present at the 14th Asia-Pacific Vitreo-Retina Society (APVRS) Congress
Suber Huang, MD, MBA, FASRS will present data from the Phase 3 pivotal NORSE TWO registration trial
ISELIN, N.J., Dec. 09, 2021 (GLOBE NEWSWIRE) -- Outlook Therapeutics, Inc. (Nasdaq: OTLK), a biopharmaceutical company working to develop and launch the first FDA-approved ophthalmic formulation of bevacizumab for use in retinal indications, today announced that Suber Huang, MD, MBA, FASRS, Founder and CEO of the Retina Center of Ohio, will present safety and efficacy data from Outlook Therapeutics’ Phase 3 pivotal
NORSE TWO trial evaluating ONS-5010 / LYTENAVA™ (bevacizumab-vikg), an investigational ophthalmic formulation of bevacizumab, for use in wet AMD.
The presentation will take place virtually at the 14th Asia-Pacific Vitreo-Retina Society (APVRS) Congress on December 10, 2021 at 11:20 – 11:30 PM ET (December 11, 2021 at 12:20 – 12:30 PM HKT).
“It is exciting to see the success of the NORSE TWO trial,” said Dr. Huang. “The clinical results from NORSE TWO were highly significant and move Outlook Therapeutics one step closer towards providing patients and retina specialists with the first on-label ophthalmic bevacizumab. If approved, ONS-5010 will avoid the potentially serious adverse events associated with off-label repackaged IV bevacizumab from compounding pharmacies.”
Details for the special plenary session presentation are as follows:
Safety and Efficacy Results of ONS-5010 – An Ophthalmic Bevacizumab from a Phase 3 Study of Monthly Intravitreal ONS-5010 in Subjects with Wet AMD (NORSE TWO)
Presenter: Suber S. Huang, MD, MBA, FASRS
Session: Plenary Session, 0087
Date and time: Friday, December 10, 2021, 11:20 – 11:30 PM ET (Saturday, December 11, 2021, 12:20 – 12:30 PM HKT)
For more information about OTLK see at r/OTLK_Investors
OTLK - Corporate Presentation DECEMBER 2021 with Good News
https://ir.outlooktherapeutics.com/static-files/70539207-f829-4485-a2ba-6242ea3dbb28
nice to see that. I bought yesterday as well :)
On December 06, 2021 OTLK report more 3 Insiders Buy of Common Stock
TRENARY C RUSSELL III (CEO and President) BOUGHT more 25000 units OTLK shares at $1,39 after this transaction he owns a total of 35,000 shares.
EVANSON JEFF (Chief Commercial Officer) BOUGHT more 35200 units OTLK shares at $1.34 after this transaction he owns a total of 1,177,130 shares.
DAGNON TERRY (Chief Operating Officer) BOUGHT more 25201 units OTLK shares at $1,38 after this transaction he owns a total of 1,163,058 shares.
Sources:
https://ir.outlooktherapeutics.com/static-files/3cb4fe50-ba50-4592-bd9c-0af8e56b8430
https://ir.outlooktherapeutics.com/static-files/97bc9453-7243-4848-b9b5-e604ab0fe8bd
https://ir.outlooktherapeutics.com/static-files/3a4a9e4a-9f3b-4ea0-903c-72924e2b2413
Huge thanks for your analysis Thermo. Always a big help.
Nice breakdown on the sales market for Outlook! If the middle of the road projections come to fruition the upside from here is astronomical!
Yes, I saw that Insider are buying. That is always a good sign. thanks for the info and happy weekend
Insiders are loading at this level. I believe it is good price to add or load. A lot of people loaded at $2+. So this price is on sale...
true, I do :)
only if you like money
I guess 1.33 is a great buy?
Hmmm..
Your prediction from August 31 was horrible wrong...
Don't you think it is funny to talk about buyout now while price is at $1.29? I afraid it will drop to below $1 soon....
It might go back up sometime next year but...
OTLK Price Target now is $7 to $8
Buyout will be always above price Target.
Never less then $15.
Later Buyout Higer the Price.
What is market potential of ONS-5010? if it receive FDA approval?
That is impossible price. That is $5.5 B dollar market cap.
$7-$10 might be good price.
I belive in a Buyout 2022/2023 and can be above $25
thermo, your opinion now?
Company has enough cash now to file BLA. Maybe buyout in year 2022?
No wonder this morning's pre-market dropped to $1.22. Of course, I took out a giant position in OTLK about two weeks ago at $2.11. I didn't do enough due diligence, I suppose. Fortunately, I'm used to being patient and not panicking as I have an even larger stake in NWBO. It seems a buyout is less likely now, but better in the long-run for shareholders. TIA for any comments...
$OTLK BUYOUT PROCESS STARTED?:
“BioLexis Pte. Ltd. Owner (GMS Ventures) go to purchase $20 million of OTLK shares to increase their position in OTLK
GMS/BioLexis.
They are doing the same Buyout Strategy that PFIZER did in the TRIL Buyout:
BioLexis owner GMS Ventures, go to increase their investment in OTLK. they will go to Buy more 20 million shares "NOW" and then during the BLA approval process they can launch the Buyout at the time that suits them best.
BioLexis Pte. Limited (BioLexis), the Company’s strategic business partner and largest investor in OTLK.
GMS will make this HUGE investment buying 20 Million Shares because they "KNOW" very well that investment it will be VERY PROFITABLE!
Now OTLK has enough money to finish BLA approval with the Public Offer of $50 Million.
This is one of my vision for OTLK
( See more information about OTLK at r/OTLK_Investors )
OTLK increased the offering size by 500% due to demand. I would say the offer was well received indeed. Now OTLK has a fairly comfortable cash runway. Cash problems averted.
OTLK an Excellent Opinion about the Loan.
OTLK >> A very important clue regarding what is happening.
We knew the company was running out of cash.
We also know that they have a large amount of shelf shares still available.
So why would they take out a non-dilutive loan that carries an interest rate instead of selling the shelf?
The only logical reason would be to preserve current share structure.
I cannot believe for one second that they would do this simply to keep current shareholders happy.
If I were to guess it is because there is a negotiated deal for a buyout based on current share structure.
Speculation, but can anyone think of another reason why they would take that loan instead of selling their shelf?
See more info about OTLK at r/OTLK_Investors
(I saw this opinion on the net)
Thanks for your input!
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