I am very long here (15k shares) and I have 2 questions.
How do you think optional teva warrents with maturity at 2018 and priced 4.48 pps will effect the short term? And, as I can understand from the report 25% of cash payments made to alxa on adusuve belong to the share holders of the acquired company. Does this includes the 195MM ALSO?
I did not expect such a high lost, but my hope is we will get some upgrades that will balance that and take us to 8-9 $
teva has the rights to exchange 25mm loan if used to warrants. no biggie. in regards to 195 thats all ALXA... loss was derived in part from 10mm payment thus its kinda of a quality problem. i suspect TEVA buys out ALXA in the next 2 years.
10 mil and that's it. Can't touch the $195m. Optional warrants are just an incentive. Should act as nothing more than a floor if anything at all....This is very good news that dilution is over. We are going up!