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Friday, 09/04/2020 1:39:49 PM

Friday, September 04, 2020 1:39:49 PM

Post# of 43784
On a more upbeat note:

Gilead Sciences paid 11.9 B for Kite Pharma and have yet to show any benefit.
They recently paid 4.9 B for Forty Seven Pharma to possibly get a win, but any results are far off.

They are currently fending off being bought out themselves by AstraZeneca due to stagnation in their immuno-oncology portfolio. Hence their continued acquisitions of potential phase 1 and 2 smaller pharmas.

I believe, if CVM is approved, Gilead will race to acquire them to block out competitors, knock out another possible up and comer and finally have something to show for the billions spent.

If this happens, what will CVM go for?
Kite's 12 B seems small fry compared to a company that is through phase 3 with approval, has worldwide patents / partnerships, a ready to go manufacturing facility / staff and orphan status to protect profits for 7 years.

My opinion is 15 B is Geert's starting number and hoping a bidding war ensues.
He has brought up the 20 B number before in past conversations and most likely his goal.

One can only hope.
FYI: 15 B is over $280 a share if all current warrants and options are exercised.
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