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....Nothing could be further from the truth, of course. Such talk is mostly sour grapes by people who lost money betting on GILD’s invincibility.
Dew, you may have to revise your valuation higher in light of ExpressScripts contract and possibly other PBM's, if not all.
I suspect now the b/o of Enanta by Abbvie is a stronger possibility.
Thanks for sharing. Enanta is likely to reach GS's PT of Abbv's $80 well before Abbv :--)
OMG ! If I were to be unfortunate to have HCV, I really want to be treated by ABBV/Enanta regimen now, as I don't have to take the other junk you listed
Dew, applying the U.S. Logic, a patient in Europe could equally move to 8w Gilead's regimen at lower cost.
Not sure why this would be any different in Europe vs US.
T.I.A
P.S: congratulations on finding another winner in Enanta and thanks for sharing all the DD with board members.
ABBVIE HEP C DRUG WILL COST $83,319
ABBVIE HEP C DRUG WILL COST $83,319
Already PM action showing uptick to $47.90. If there is sell-on-news Monday, I will back my truck
Interesting observation. If I may ask, would you be a buyer at these levels then ? TIA
Q to Q growth in terms of number of tests has been less than expected by Street to warrant higher valuation at this point. I believe Dew pointed this out on his posts.
It's short term. With their additional collaborations with providers, the uptick for coming Q's should trend up noticeably.
CS upgraded PT to $55 from $44 today
Congrads on this good news and for all your DD !
Added more today. With same pt pool for P3, odds of successful P3 trial is high. Possible AA as well and b/o vig
(ENTA)—Is MRK's Cubist acqusition grounds to update the $25M of value to which you ascribed ENTA's biocyclolide antibiotic in your analysis at #msg-94993406?
To distinguish Tx between GT1 vs GT4 patients ?
With all these potential, $25 is too conservative IMO. Likely TGTX will be bought at much higher price.
2.2 billion MC would equate to roughly $45 per share ? That's 3x upside from current pps !
Spelling the VEE sound with the letters "Vie" connects the product name to the company name. Clever, but perhaps too clever.
Is there a possibility that NVS might be eyeing HBV space ? With ARWR's ARC-520 results due soon, might be enticing for NVS to take a lead by acquiring ARWR. My 2 cents.
Possibility of ACHN b/o is higher now IF the results are positive.
Amen! Agree 100% very astute observation. Sep news of FDA meeting outcome is highly anticipated.
Lol but are we not asking for a herd instead of a few ? Few sacks of shiny good coins as well ?
Thanks for sharing the presentation feedback. Likely there will be a b/o offer before not too long. Only showstopper would be the majority owner stake issue when it comes to voting for the price. Also did they not go for 'poison pill' to thwart take over ?
Best post on the board ! Amen
lol and very apt. With $IBB hitting all time high, it has frustrated several longs including me that the street is slow in recognizing the valuation for Enanta.
However each time Enanta does a sharp jump, no doubt it is fun to watch.
It's unlike you to post every upside move when this was clearly expected and due anyway for every ENTA investor ..lol
ACHN - Could doubters be really wrong about its nuc efficacy ? Street especially DB's expectation seem to be high so early.
Well said. I bet most of these so called reports are copycat versions of Dew's stellar analysis so long ago.
They all come back to the well like a camel out in the desert for weeks
Well, I am hoping some of the FMI growth factors might rub off for NEO as well. Not sure how else to explain NEO's Q over Q growth for their tests especially last few quarters.
Agree They are growing pretty good and become profitable last Q. Strong demand for their tests across the country.
I see this as a mini FMI in making
Simple reason. ACHN is first when you list them both alphabetically hence the higher MC.
Seriously I speculate that speculators are piling on ACHN to deliver results and the baloon will surely burst to bring down its inflated MC.
278 days 52 hrs 69 mins 23 secs. Give or take 1 sec of course.
I don't deny that opportunities exist. However it will take some time before DOD agrees to stockpile.
I do think that if WHO confirms Tekmira's Ebola drug did functionally cure the infected, it will greatly help to validate its RNAi platform, adding thus value to LT investment thesis.
Recent run-up is excessive, IMO
While the situation is unprecedented & tragic, no significant revenue potential for Tekmira for Ebola. Probably more of a distraction from other pipeline programs they have.
Disclaimer: No position in TKMR currently.
Well, for one thing, growing cash pile is going to bury lot of happy shareholders
I assume you will be updating the Enanta valuation model in light of this confirmatory event ? T.I.A
Hopefully this should shut her up for good as an amended FDA policy and never to interfere with market valuation guess talk.
Very possible but unlikely until at least the NDA is resubmitted. Any acquirer will look into resubmission docos under Non Disclosure Agreement first.
It all depends now on how quickly the co can resubmit and whether it will be Class I or II
Thx. Saw these option grants on the company website. Interesting they were dated 24th when they wouldn't have known the CRL news. Also they were given as employee comp plan that was instituted earlier.
Until they buy In open market, I consider such 'buys' a non-event as far as pps is concerned.
Where is the link ? I don't see any Form 4's today filed.
$7 or around about seems as first knee jerk but it will bounce back upon CC details which I believe will address the concerns.
Richard King CEO is a great communicator and I am positive he will address analysts questions confidently and with sufficient details.
I will be adding more for sure tomorrow.