not going to happen. SGYP going into Ph.III with a ~20-40x higher dose (3, 6mg) compared to linzess (145/290ug); similar complexity molecule. how can that ever be profitable?? and even if there is the chance of better side effect profile (let's see how that really looks like on the same efficacy level as linaclotide after the SGYP Ph. III trial!), all IRWD has to do is to launch a lower dose - then what ??? Oh, forgot, IRWD just announced a low dose trial past November. oops. I am genuinely surprised SGYP still got more financing after that development.
I just don't see IRWD selling, that's why I'm long on SGYP.
IRWD had chance to sell when ACT acquired FRX, but did not happen. Remember ACT owns the other 50% of North American Linzess rights.
IRWD has too many Class A shares with priority voting by employees.
IRWD is now boasting an enhanced GI piple and sGC pipeline.
Do think IRWD will be above $20 be year end, but BO is years away. IRWD could be a good long term long position, but SGYP will make you at least 4x your $$ in next year and a half. Think about it.
With the increased volume, accumulation of shares, i will bet 10-1 that earnings will come out after the close. I would not do it with the weekend coming. Neever let someone think about buying shares for two days, trust me, it is called buyers remorse, only this is shares and not cars or trucks. But, patience my good frinds, this should be a great report.
Sentiment: Strong Buy
Well,let's guess. Santarus, a fairly analgous company, brought a 37% premium, which would bring us to around $22.
I'm betting on a breakthrough high in the next day or two! then on to $20 in weeks.
just my WA guess of course......
Within a penny of it, with earnings due AH. Optimism abounds. A substantial short position in place, too.
Could you share why you think IRWD would buy SGYP? Despite the diarrhea, the Linzess launch has gone well. There will be room for both Linzess and plecanatide. I'm thinking Salix will buy SGYP or some big pharma company needing to add another primary care drug in their pipeline.
Oh, please. IRWD was first and best and deserves to be congratulated for this. But we both know that Linzess won't be best for long and many folks will rethink their use of second-best. Why would newcomers adopt Linzess? Why would another company buy out No. 2?
With $32 million in the bank while they burn through almost that much per quarter, SGYP obviously needs some help. I, personally, am suspicious of pharma companies headquartered in the Graybar Building. If they were in Palo Alto or Cambridge they could probably raise the cash. The real problem is that the widespread adoption of Linzess is a roadblock. If you read the user reviews, most describe it as "a miracle". I think perhaps IRWD will be bought out itself before SGYP.
I am an SGYP investor because I believe our medicine is better than your medicine. That said, however, IRWD has proved itself to be a solid production, sales and marketing manager. It's doubtful SGYP will be up to this very new task.
Finally, IRWD seems to be respectful of its stockholders. A welcome change!
Somebody is going to buy SGYP and I hope it is IRWD.
PS Key points to me: (1) Linzess is now profitable, and (2) It is taking share not only from other prescription drugs, but from over-the-counter laxatives, which is a much bigger potential market.
Your wish was granted, but my wish is that it will hit $20 by Feb !!!