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Re: Waitforit53 post# 13459

Monday, 05/19/2014 2:00:08 PM

Monday, May 19, 2014 2:00:08 PM

Post# of 48316
I totally agree. I only used JAZZ as an example of how fast a pps can increase when a product is valuable and then "discovered" by the investing community. I was not using it as a comparison in companies.

I also don't think your value assessment is hype at all. 3 billion is $13.5/share. 7 billion is $31.8/share. I agree that a buyout is what ultimately will happen. I think the biggest factor that will drive the buyout price is the applicability of other indications such are breast cancer and head and neck. Merck is presenting 16 different abstracts at ASCO on MK-3475 alone. If Immunopulse's greatest applicability is mostly in melanoma and small indications such as merkel cell and T-Cell, then I think the buyout will be at 3 billion or less. However, if new trials such as breast and head & neck reveal similar results as melanoma, then I think your 7 billion buyout estimate would be way too low. Melanoma is one thing, but breast cancer is another. If Immunopulse and MK-3475 become the standard of care, watch out.