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Alliant Techsystems AŞ. Message Board

gizmondo123 108 posts  |  Last Activity: Aug 22, 2016 3:26 PM Member since: Feb 16, 2006
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  • Reply to

    Buyouts past and present

    by gizmondo123 Jun 1, 2016 11:04 AM
    gizmondo123 gizmondo123 Jun 1, 2016 12:07 PM Flag

    Durango, that may be a nice option. I don't know the details of the agreement between Astellas regarding September but with regard to Depo, Hznp cannot approach them again under court rulings. There is apparently nothing that prohibits Depo from offering to sell itself to Hznp (who would still like to acquire them) and this may be what Starboard or "the new board" may want to do. Sometimes things aren't the same in both directions?

    Sentiment: Buy

  • gizmondo123 by gizmondo123 Jun 1, 2016 11:04 AM Flag

    In my experience with buyouts they are all so different and some shrouded in mystery that it is very hard to guess what is really going on. Here are some of the biotech adventures I have been through in the last few years.
    2013 Elan Buyout: spun off a part of the business, gave us shares and soon after sold the company to Perrigo, no fuss, discreet negotiations like the cpxx buyout. I put my money in the spin off PRTA and it went from $6.00 to $25 quickly, I sold too early as it hit $75 last year. Would MDVN consider a spin off?
    2015 PCYC sold to AbbVie (this was my lotto winner) the sale was a bidding war between J&J and AbbVie but from a stock owners perspective there were no games, talks were somewhat discreet and top dollar was paid, many thought at the time that too much was paid but subsequent sale of Ibrutinib (or Imbruvica as it is now sold) have proven it was a good deal for AbbVie
    2015-2016 Baxalta rebuffed Shire in an all stock deal, BXLT stock dropped of course but later the Clinton “tweet” took biotech down 25%, this made it hard for Shire to come back. 2016 Shires persistence paid, they came back with a cash stock offer. Like most of biotech Shire still has not recovered from the “tweet” drop and so the deal was considerably more expensive for Shire.
    And , closer to home:
    2015 Depomed turns down a hostile bid from Horizon, Depo goes to court to ward them off. Depo drops from $33 and I bought at $15. 2016 Starboard group acquires 10% interest and threatens to replace board if Depot does not sell the company, (sound familiar) stock up 35% since the threat and I am currently watching to see how things progress. Starboard is the group that forced change to the Yahoo board of directors.
    2016 SNY threatens to replace board if MDVN will not negotiate; Rumors of other potential suitors are leaked. I believe we will all be surprised at the end of this. We can all speculate, put forth our own scenarios, guesses etc. I suspect that no one will be 100% correct. We are all on the same team at this point and when it’s all said and done I believe we will be happy, the angst in the meantime will test the patience of many.

    Sentiment: Buy

  • Reply to

    Scenarios

    by durangokidd2106 May 30, 2016 3:23 PM
    gizmondo123 gizmondo123 May 30, 2016 5:02 PM Flag

    'We would like to buy your company that is not for sale"
    Given these two scenarios I would say neither. In the world of business Everything is for sale, just depends at what price.
    Lets hope there is another scenario that we can all be happy with.

    Sentiment: Buy

  • Reply to

    Perhaps we need to change the board..

    by gizmondo123 May 27, 2016 1:54 PM
    gizmondo123 gizmondo123 May 30, 2016 3:00 PM Flag

    " I think the board is acting wisely to force a proper valuation"
    Christopher, I also mean this respectfully. Do you think that by refusing to even negotiate the board is forcing proper valuation? If I made an offer to buy a car and the person refused to talk I don't think I would make a higher one until they sat down to discuss a potential sale. I understand things are not that black and white regarding this particular situation but at this time no one other than the board has a clue what is going on. I hope that MDVN are actually speaking to someone and we are all pleasantly surprised at the end of it, but as of now I think stockholders would prefer that the company will at least "talk"

    Sentiment: Buy

  • gizmondo123 gizmondo123 May 30, 2016 2:47 PM Flag

    If you guys want to talk politics perhaps you should be on the cldx board, what a complete joke that one is; The political nonsense drove anyone with any intelligence off that board and reduced it to "I know you are but what am I" postings. How about we start over fresh on Tuesday with what we all have in common, Exel.

    Sentiment: Buy

  • Reply to

    I read that the letter is out

    by credtrtrteingyt May 29, 2016 6:57 PM
    gizmondo123 gizmondo123 May 29, 2016 9:29 PM Flag

    There is no letter, there is no Riceen, but there is mindless spam.

  • Reply to

    Stelios Papadopoulos on Yahoo

    by gizmondo123 May 29, 2016 10:26 AM
    gizmondo123 gizmondo123 May 29, 2016 9:27 PM Flag

    mj, So I take it the thumbs down was for Stelios Papadopoulos rather than me. Regardless, it was a little little more exposure for Exel.

    Sentiment: Buy

  • Stelios Papadopoulos "The Godfather of Biotech" is featured in an interview on Yahoo, "Where I see Valeant in Two Years. A little Advertising for Exel when on the screen was posted " Street Creds Exelixis Chairman and founder"
    Just a little plug, Exel and the Godfather of Biotech...lol

    Sentiment: Buy

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