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Biopharm, you wrote:
MH, thank you for your thoughtful response which in relevant part went as follows:
MH - thank you very much for sharing your expertise regarding the manufacturing obstacles related to biologics - very informative indeed.
In another recent post you stated, in relevant part:
Mr. Money Tree, you posted:
MH, in relevant part you state:
CP, You stated - and I concur - for the most part:
MD, you surprise me.
Geo, think very carefully about what you just said, and then think about GILD's well known very recent past history.
MH, thanks for your response - which in relevant part stated:
MH, In relevant part, you stated:
Stoneroad, you posted:
Sunstar, you posted in relevant part:
BCS, you stated:
CP, in relevant part, you wrote:
Hummm . . . . JBAIN posted:
MH, GREAT POST !!!
I'm sure it fairly reflects the thinking of many on this board.
James
Sunstar,
There has been a lot of discussion re #3 in our group - with some of the "old birds" still having a bit of a quesy feeling about the issue - BUT, a consensus has finally be reached - as bottom line, we all agree with your statement below. Several million shares just voted yes. And "short final" seems about right.
Dew, So, GILD has some new dollars put away - 10 Billion unfettered dollars that will allow them to leave most of their other 14 Billion overseas - some say for a possible near term acquisition. I'm sure you saw the recent MF article where GILD's COO talked about trying to find that new "cornerstone molecule."
Any thoughts on where they may be looking?
James
Re the PPHM board and your statement:
CP, nice dialogue - you stated:
CP, thanks for your response - and thank you for helping me to make my point :) In relevant part you stated:
CP, thanks for your responses. You say:
north,
CP, you stated in relevant part the following:
MH, thanks for your thoughts. A question - did you happen to see the recent MF article wherein a few statements attributed to Gilead President and COO John Milligan were reported?
Here's the link to the article:
http://www.fool.com/investing/general/2015/09/23/247-billion-says-gilead-is-up-to-something.aspx
I was particularly intrigued by the following:
Sunstar, thanks for posting the article. GILD may indeed have found their "cornerstone product."
We'll see soon enough. Have a great day.
James
BCS, Interesting things going on behind the scenes. You know, it just might be Calico. Art needs another chairmanship :)
James
CP - in your recent post to MH you stated:
bio,
CP, interesting speculation.
Here's something for you to ponder. What if PPHM did a DNA type deal with GILD - say 50% now with an option to purchase the other 50% in say, seven years. And of course the price would be for cash, plus stock. GILD has no competing products - so would happily work with PPHM to market Bavi to all. Also GILD has clearly spelled out their intention to move rapidly and forcefully into the I/O space. They have almost 15 billion in cash at the moment - and a market cap of about 170 billion. They are very well managed, have experienced rapid growth since their acquisition of Pharmasett a few years ago, and, as Sunstar previously mentioned, they do very good DD and then have "powerful corporate confidence when convinced."
One caveat -- I think a deal - for the price PPHM is demanding - would have to wait for a catalyst to first occur that would move the PPHM share price up to a multi-billion dollar valuation - as an example a trial halt due to efficacy at either the first or second look-in would likely do it.
I'll be curious to hear your thoughts. Thanks for all your contributions.
James
Eastcoastguy,
James, my knowledge of Gilead is limited so really don't know.
Eastcoastguy, Would you change your opinion stated below - which we would agree with concerning BMS, Roche, etc. but what if their new partner was GILD?
North, now you've got the idea - although an initial catalyst will be required to move the PPHM share price materially north sometime in the very near term - to a multi-billion dollar valuation - which would then give GILD the ability to justify the price PPHM is demanding - and most likely not a total buyout - think Roche and DNA from years back - of course with a similar option for the whole enchilada in maybe seven years - if they can afford it :)
GILD is currently on a building boom at their long term headquarters in Foster City, California - and they're moving rapidly to expand their area of expertise - and will dive deep into the I/O space. PPHM's IP could allow them to move rapidly to big dog status in cancer.
With the above in mind, you might want to rethink the ratios for your tax free exchange of shares.
Have a great day.
James
Robert, with respect to the "look-ins" I've only seen the Transcript - from which the following quote is taken.
DD -
Robert, you stated:
A couple days ago I posted the following in respone to mazel and volgoat as follows:
mazel / volgoat - you may be on to something. Perhaps you are correct and the first look-in has already taken place. But no announcement of same - yet. Here's an interesting scenario to contemplate - assuming the first look-in has indeed taken place - the results being in line or perhaps better than seen previously in the Phase II - but PPHM wants to make sure. So they wait for the second look-in sometime in the not too distant future. Assume the results stay consistent - or even show a slowly increasing survival curve.
With the above in mind - what would be the market reaction to a PR announcing the very favorable results of both look-ins, along with a DMC recommendation to unblind the trial and put all participants on the Bavi regimen?
My question to you would be to assume the above takes place - say in late June or early July - and the stock price of course makes a very significant upward burst - giving PPHM a very well deserved market cap in the billions. Would this scenario then make it possible - even probable, that a BP could now comfortably pay the premium price necessary to partner with PPHM? - In short, give them all the justification they need to allow them to "cough up the big bucks to partner and/or buy them out!" as you state in your post.
Things most assuredly could move quite quickly. Thanks for your contributions.
James