Omontys' or whatever new name can be, will be approved to go back to market before new year.
DNA testing to find those individuals with 0.2% sensitivity reactions will be post marketing authorization requirement.
1.60 can become 10$+ stock overnight.
Place your bets which scenario will play out.
Third scenario, DNA testing needs to be done before marketing authorization.
I think that $5.00/share would happen overnight, with a ramp up to $10.00/share as the "can become" scenario depending on how Takeda decides to handle the payout of the milestone payments and percentage-based royalties that AFFY would be due per the terms of the revised amendment. Takeda would be smart to extend a tender offer for all outstanding shares of AFFY immediately after the decision is made to re-release OMONTYS with revised labeling, if that is how this shakes out.
Takeda is the big fish with the fat wallet swimming around in the ocean. Why be on the hook for payouts of percentage-based royalties to the little fish known as AFFY going forward from here when the big fish can just gobble up the little fish instead? A buyout is the most likely scenario, especially with all of the smart moves that TBG has made to strip AFFY down to what it is today.
Sentiment: Strong Buy
Gwp you realy take those 16000 shares sell as important in your dd. As stated before takeda has a policy of no insider buying or holding stock. Also for partners. Plus why dd walker not sold earlier? Lets say when the pps was 20 dollar? Those shares only tell one thing... News is comming imo
He, director knows as much as we do.. Most likely nothing.
Remember it can go either way, you might be right, longs might be right, but given some executive giveaways i mentioned and you keep ignoring exist, longs case have legs.
It is a casino and longs have better overall chances than shorts.
And GWP makes sure that his post is on the top. Good effort GWP.
Anyway if Fresenius screwed up and did not follow black box label instructions, all these lawsuits GWP is referring to is completely merit less.
My bet is placed. I am long.
For some reason none of the shorts are referring to Fresenius executive tonque slip during the conf call.
To me that is huge giveaway. GWP, what do you say about his DNA test remarks?