Perhaps Durango, the stock moved up well, as with many bio companies since about 2011, but in the last couple of years it seems that the buyout rumors sent the stock higher. You were on this list when people were practically begging the company to say something to support the stock during the big fall after the buyout rumors died. Now we are seeing a good rise once more on the back of more buyout rumors.
I hope this time we actually get a good priced buyout or we will once again find ourselves in decline.
"Expect MDVN board to do right for it' shareholders."
I expect the MDVN Board will do the right thing for themselves, it would be fortunate for us shareholders if it turns out to be the right thing for us also.
And the GOP had nothing to do with blocking infrastructure legislation that would have righted the ship that Bush capsized?
Presidents get far too much credit and blame.
Sentiment: Strong Buy
What's it worth to PFE to keep MDVN out of the hands of its rivals, $75, $80. $90...They have a boat load of cash and wouldn't even miss $12-$15 billion.
However, I wouldn't trust MDVN to do what's best for stockholders but we will see.
Every time someone mentions seeing option purchases it seems we hear about another buyout offer or suitor. Keep em coming!
No one gives a rats #$%$ what you think, don't bother to review.
Well, we may even see the Credit Suisse price target of $63.00 hit this week!
PFE is a heavy weight but they are not the only heavyweight who might have an interest in MDVN. J&J who currently are losing market share to Medivation may want to claim the space and they are by far the largest biotech company in the world; Then Roche and Novartis too are bigger than PFE and either one might may a run at this. We still haven't heard from the likes of Merck, Giliad Astra Zenica, Bayer or even AbbVie who have been on a buying tear recently.
In my experience the winning offer often is a complete surprise, i.e. AbbVie beating J&J out for PCYC
" leaked "
My first thought too, I hope that is not the case, regardless the pps movers have yet to come.
The guy with the multi ID's that posts exclusively about his imaginary friend, letter and bogus predictions, he's been doing this for years. I report each post as spam but the question remains, why would someone do this? Doesn't it make you wonder about his state of mind.
Anyway, back to MDVN... let the bidding war begin.
Spirit airlines vs. Volaris, while the author says both airlines are good investments his opinion as to the better of the two goes to Spirit. I believe the author failed to see the real value ahead for Volaris. Sure Volaris is making headway in the US markets now but it's bread and butter still lies in Mexico, where air travel is increasing. The Mexican economy is improving to the point where last year for the first time more Mexicans left the USA to return home than actually came here.
To repost what I wrote sometime ago about demographics and the future of the VLRS customer base.
Vlrs is virtually guaranteed high growth for years to come for a few good reasons. 1. The Mexican economy has been improving at a very good rate; 2. Mexican age demographics ensure increased volume going forward, it's not just that the population is growing but it's the age of that population 47.58% of the population are between 20 and 54, with the majority at the lower end, more importantly the next wave of 10 through 19 yr olds is a huge 19.56% which ensures continued growth for this low cost airline into the future. 3. Vlrs is expanding into the US. 4. Vlrs is expanding it fleet with newer fuel efficient planes, and to complete the perfect storm 5.Oil prices are virtually guaranteeing cheap fuel prices for years to come.
Vlrs will offer high returns for many years to come, we are actually catching this company in its infancy and I'm very excited about owning it.
I believe Volaris is a substantially better investment than Spirit.
Sentiment: Strong Buy
The more the merrier. If Sanofi want to take on a hostile buyout and go straight to the shareholders what do you think the shareholders are going to say to a sub $60.00 offer! If that's all they wanted they would have all sold already.
I'm not sure if J&J would want to get into the bidding, I think the synergy would be perfect as they already have Zytiga in place and this would give them an additional ten years of patent protection. As I've said before, it is usually the company you least suspect that wins the bidding.
For those who did not read this:
"No matter which party wins, reports suggest it’s unlikely for Medivation to go for any bid valued at less than $65 a share. Stifel analyst Thomas Shrader said in a March 2 research note that the company can go for as high as $85 a share if the acquirer accepts the perceived value of talazoparib to be equal to that of Xtandi. Meanwhile, Goldman Sachs analysts have suggested a takeaway price of $70 per share for the company, while Barclays expects an offer $15-20 above Sanofi’s $52.50 bid."
My bet stands unchanged at $75. Good Luck!
Exel trades like a staircase, sometimes it heads for the basement, sometimes up. If you take a slightly longer view I believe you will be well rewarded. I am more optimistic now then I have ever been. I believe that we have a very successful company in the making, until it is bought out. Exel is my largest single investment, my second largest is MDVN which is in the middle of a potential buyout, this is my fourth biotech buyout in the last few years and is not what I invest for. However, of them all I still believe once the company becomes profitable (a diamond in the rough in the cancer field) Exel is very likely to be acquired. Just my opinion of course, but I put my money on it.
As a side note, there are more knowledgeable people on this board than any message board I have been on, the overwhelming sentiment seems optimistic (with good explanation as to why) and often it seems the news comes out later that confirms what was already discussed here, I look forward to Asco.
Sentiment: Strong Buy