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XenaLives

03/17/17 8:09 AM

#96087 RE: GrassyKnoll #96086

Biogen can structure the deal with milestones and it won't look like it "overspent".

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blueyedcatch

03/17/17 8:16 AM

#96088 RE: GrassyKnoll #96086

Don`t you think it`s more likely that they would step up after the phase 3 results are done for Alzheimers? Or do you think that their market share potential for Alzheimers is so severely threatened by what we have,and what they don`t have,that they`ll jump us earlier than the norm? If they did step up and jump us now and pay what the good Dr. wants,what would you expect that would be in market cap? Thanks
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Jonjones325

03/17/17 8:30 AM

#96091 RE: GrassyKnoll #96086

If that were true, that would mean Missling has some sort of pre-arranged deal with Biogen. That would also mean that Missling has agreed to a price that he believes is fair. That number would have to be ridiculously high.

Missling knows our science. He knows how low the bar is for all of the indications we are going for. He knows there is the 21st century cures act and there is the potential for approval for one or more of our indications in the very near future. Knowing all of this information, would lead me to believe that he would laugh at most offers.

The bottom line is, if a company really wants to take us over, they can and will be successful. And it will be for much cheaper than a complete buy out offer. If he really feels like we were threatened, which he probably does, considering what we are sitting on, then he is feeling a real sense of urgency at this point.

So, the only way to protect shareholders, to get valued as close to what we deserve, to attract higher bids, etc. Is to execute Quickly. To increase value. The better and faster we execute, the higher our share price becomes, the harder it will be for a takeover, the more options we will have because of the potentially increased access to raising funds. So, Missling wants to move this just as fast or faster than we do. But it can't be done sloppily.

BPs trying to do a takeover, buyout, etc. also know this. They obviously know, the time to strike is now. Before we don't need them anymore. Before we become too expensive. Or justifiably expensive to their boards.

And the more info, data we put out there. The more bees there will be swarming to our honey. It's a crazy chess game and a delicate balancing act. I'm glad Missling is in charge.
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Bourbon_on_my_cornflakes

03/17/17 12:54 PM

#96127 RE: GrassyKnoll #96086

Grassy, interesting post. If you look at acquisitions of public cos, it is hard to pay more than a 100% premium because shareholders of the buyer will say you overpaid. Just the way it is. So if you could get at deal done at say a $4 billion market cap, you need to the the market cap to $2 billion or $50 a share before the offer. The question is what happens if we get approval for 273 for alz. The market consensus is that is worth $15 billion. Seems Missling has everything to gain by waiting, but could Biogen write a check that large?