No way. Dream on. This happens in almost every acquisition. I have been investing for 30 years and there is nothing unusual here.
Well we bought in February with acquisition definitely part of the play. That is a short time to triple. Can't expect much better than that unless you are a dreamer.
Using our head and not our emotions has worked since many of us loaded up in the 2's and 3's. These days the risk is not the possibility of a downturn but the missing of greater investment gains. This story is just unfolding. I won't sell anytime soon despite the huge gains in the past two years.
Not to worry. We will be up again shortly. Look at the current P/E and the pipeline current and future. What is not to like? We can't expect doubles and triples every few months as our cap increases, but the game is far from over.
Contingent payments happen frequently for obvious reasons. Some have suggested that Cubist wiki manipulate the outcome so we don't get the 2017 spiff. No, that won't be the case.
Legal review is customary in these kinds of deals. No merit. I suspect Smith is correct that management checked with obvious suitors and only if they have second thoughts due to the terms of the Cubist agreement will there be other offers. Not out of the question, however. Now the others know how to price a competing offer.
I have been buying all the way up since mid 4's and would continue if cash weren't committed elsewhere (i.e. Santarus). This stock is not overbought; it was just under appreciated. The balance of 2013 will see substantial appreciation as FDA approval nears and acquisition becomes ever more likely. I see no likelihood that SNTS will market and distribute TED by itself. Thus, we can expect arrangements to be made that will bring in cash without another IPO pending outright acquisition of the company by Bayer, Pfizer or some other large pharma. Like SNTS, this company presents a unique opportunity to make a boatload of money for those investors who recognize that the large risks are behind them and the upside is huge. Kitty recommended this stock more than a year ago. I did some due diligence confirming her assessment and have been buying ever since. If Kitty would disclose his/her whereabouts a bottle of Dom Perignon would be on its way along with a big thank you.
Excellent analysis. Love this board because.the posters here bring a lot of thought to the table. No comparison to the computer and affiliated companies boards' posts that are filled to the brim with derisive comments by right wing Obama bashers and the like. Thanks.
Frankly, I recommend you add to your Trius position based on probable ROI and risk/reward at this stage of Trius' development of its pipeline. I don't view the stock as over bought despite the run up.
Well, Kitty, I like where that leads and I think you are right. five or six suitors at the table; what's not to like about about that visual?
For various reasons, Pfizer would seem to be a compelling choice to acquire the company. Too much focus on Cubist in my judgment. If I had a replacement for a soon-to-go generic antibiotic with current sales north of a billion, TSRX would not be an optional acquisition. Of course, the same could be said of Cubist. A bidding war could ensue and Pfizer has a very dry and plentiful supply of powder.
That is correct; definitely patentable in a more refined form and perhaps synthesized.
As "on fire" sale. Good Alpha article this morning. His investment philosophy reflects that he hasn't drunk the same KoolAid as 99% of the 401(k) advisors whose only mantra is blind asset allocation. Refreshing.