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Affymax, Inc. (AFFY) Message Board

  • affy_lurker affy_lurker Jul 5, 2013 8:18 AM Flag

    A potential concern FWIW

    Amgen will allow Roche's Mircera to be sold mid-2014.. The AFFY 10-K mentions this. It mentions the potential of Mircera to be the better alternative, even if Omontys is brought back to market.

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    • In addition, and this is worrisome also, Takeda could simply say that they are not brining back Omontys to the U.S. Thus, AFFY screwed, and Takeda gains what it can from Omontys outside US..... Per the 10-k, AFFY gets only 50% of the U.S. revs. Takeda gets the 100% of the world, 50% of U.S.... I pared down the number of shares I hold recently. This is not a gimme at this point. Those who suggest otherwise are not looking at this through Takeda's perspective. In the end, I think Takeda buys AFFY, and my guess is soon. However, it is not going to be for $5-$6 or more.. My guess is at best you might see a double or triple at this level at best, and Takeda writes this off.. Not trying to bash. GLTA.

 
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