Replies to post #179494 on Biotech Values

[bellweather1]

Bind And Roche Collaboration

Another big(very big)partner in a new repackaging/delivery technology that promises to pull a lot of previously failed meds out of the fire-

I like it now, and did before-unfortunately, I was a little too "ahead of this curve"(lol), and am still at a loss here.

However, now that the proof of concept is demonstrated(http://ir.bindtherapeutics.com/releasedetail.cfm?ReleaseID=838643), and numerous big partners have materialized, the tea leaves seem to be lining up for a gradual, though (probably)choppy, ascent.

I.E. Although JMP's $30 price target may be a bit premature, with an Ent Value of only 100ml, plenty of cash, and plenty of partners to finance it's proprietary programs and generate royalties, a target in the low to mid 20s seems reasonable to me.

I'm hoping the JMP presentation on the 24th(http://ir.bindtherapeutics.com/releasedetail.cfm?ReleaseID=854502) provides more info on Roche deal terms, etc.

Regards,

bw

[mcbio]

BIND and Roche to collaborate on nanomedicine

So, did BIND not even get an up-front payment? Why no mention of any deal economics at all?

[DewDiligence]

AMGN, BIND end partnership, declining to pursue an “Accurin” incorporating an AMGN-furnished payload:

http://finance.yahoo.com/news/bind-therapeutics-announces-completion-collaboration-200100753.html

Although BIND’s PR reads like a mutual decision, one can be fairly certain that AMGN is dumping the collaboration.

[DewDiligence]

BIND, MRK ink drug-development deal, but financial details are not disclosed:

http://www.fiercebiotech.com/story/merck-partners-bind-pair-new-cancer-drug-programs/2014-11-06

BIND’s partnership with AMGN was recently terminated (#msg-103955346).