Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Pretty amusing I think. He/she reminds me of a Psychic reading your future. You take a little bit of evidence and you go with it and you walk out of that room thinking Wow! She really can predict my future. A little bit of evidence such as:

- Buyout; he ran with the Bloomberg article earlier this year.

- Apaziquone/Eoquin is dead; Anybody who pays attention to the Ville-O-Meter (a word I coined after Ville observed in 2012 that apaz was moved from 1st in prominence to 3rd on drugs in development in the Presentation at that time and questioned it and we find out later it was due to the failed P3s) that Eoquin is not in the current Presentation or the June Presentation could figure that out.

- Back on July 25th, I was comparing Takeda shelling out to $5.2B for Ariad in early 2017 to a SPPI current SP of $51 and the next day he mentions that the Acquirer is offering a BO in the low 50$ (as Doji noticed :))

- I had another post musing that we still didn’t have a CMO yet and next thing you know he’s using that as another piece of evidence a BO is coming. OK, I’m a little bit full of myself on these last 2 reasons but when you see all the crap being spewed I start rationalizing it.

- And all the Psychic plausible things he says.. Acquirer is offering X amount of money SPPI wants Y amount of money. Acquirer wants just pozi and not the rest of the company. Yada yada