There is tremendous value in ATRS's pipeline , I have heard rumors that Pfizer will buy ATRS later this summer, that would be a huge kick in the stomach for investors as the PPS will be much, much higher 3- 5 years from now. Myself, like many investors have a substantial stake in this company & are willing to wait to make larger profits, that being said, if company does get bought by large pharma early on, I do think it would be wise to hold some shares to capture gains by ATRS products. Any thoughts out there ?
I have never sought- received or been given any insider information
on ATRS - so this is from me - and several smart friends who spend
a lot of time discussing Antares.
But you can take it to the bank that no one will acquire Antares anytime
soon or at anywhere near today's prices.
Not Pfizer, not TEVA, not Activus- ATRS will be a stand alone company
until our revenue is significant- our share price much higher -and we can
command an attractive premium over a such a higher share price.
I do believe ATRS will be acquired and I have always thought it would
be TEVA on a tax free exchange of their shares for ours. That has always
been my exit strategy and I believe it more so now that ever.
Why - We have great value - current and potential. We can add great
revenue - combine with several major drugs - extend patents on drugs soon
facing patent expiration. The cost and risk to develop new drugs is
enormous and the large drug companies, especially in this uncertain
regulatory and political environment - want "safe" growth and that can
come thru ATRS.
Why not now? Because I am certain that management knows what they
have and won't give it away. They have a strong vested interest- especially
Jacques Gonella who has around 10 million shares - and Dr. Wotton -
Bob Apple and Jack Howarth for whom ATRS is a stepping stone to
what will be very distinguished careers in Pharma and to sell cheap will
not accomplish their objectives.
Interesting theory with the TEVA tax free exchange. I too believe that TEVA makes more sense from a business standpoint simply because our working relationship with them gets better and better each year. However, PFE has a fortress like balance sheet with cash that dwarfs TEVA's so PFE may become the buyer simply because of their leverage. Either way...it's a win win for ATRS longs! Best part about this whole buyout speculation is that even if we go it alone, we'll generate incredible shareholder value in the next 3 years WITHOUT any buyout rumors.
ATRS is 100% going it alone. A buyout may make more sense when ATRS gets FDA approval for QST or QSM but that won't be until late 2015- early 2016. Wotton and Co have come too far to just let a big pharma get a bargain at these share prices even with a 50-100% premium.
There are always a lot of mitigating factors when involved with a lot of $$ and egos. Every body has a price and not any of us ( I assume) has insider information. Who really knows what is going on at the top levels. Big Pharma needs... And it remains to be seen who gets eaten...
And as shareholders we are always the least considered.
Either way, this is good company to hold stock in.