This is a yahoo message board. There are people that post on these boards simply to annoy. They don't own the stock or options. Most of their posts have nothing to do with the stock. People respond to their drivel so they do get some social intercourse out of it.
I am only interested in the posts that are relevant to my investment and try to ignore the rest.
If someone paid for the article in question, they should demand their money back:
"There's still a favorable risk-reward balance here in my book, but this is definitely a riskier-than-average biotech given the uncertainties about the market size and the amount of effort it will take to develop that market."
He has a 5.75 target yet deems it a favorable risk. The article doesn't make sense either way.
I partially agree. The article set out the worst case scenario.
The 5.75 was nutsy however. We traded around 4.75 recently. It wouldn't take much for the stock to take out 5.75 right now. One or two positive analyst upgrades would probably do it.
From the Linzess patient accounts I have read, many people can't tolerate the drug and many of those that can are not using the drug as prescribed due to side effects.
"Trust me" is Yahoo speak for I have nothing to substantiate my argument.
Even if the trial was unblinded and they were analysing data, I don't believe they could or would share any data phase 3 data from a double blinded trial with an outside party. It would probably be a violation of some disclosure
I've been posting on Yahoo and other message boards over well over 30 years. I've helped and been helped many times. This is the first time I ever got derided for asking a pertinent question.
I knew the expected date was posted here before but thought I would ask again and see if there was a time period ,based on the phase 2 trials, most people here agreed on.
Sorry about the typo. If I delete a post to correct it. Yahoo won't let me re-post a corrected version.
I'm not in the mood to search earlier posts today.
Ironwood Pharmaceuticals Inc market multiple valuation (US46333X1081 - ticker:IRWD)
GPRVFinancial AnalysisStock Performance
The EV/EBITDA ratio is a relevant ratio for market valuation. Ironwood Pharmaceuticals Inc shows a EV/EBITDA ratio of -40.00 for the next 12 months.
This is significantly higher than the median of its peer group: 11.29. The company valuation of Ironwood Pharmaceuticals Inc according to these metrics is way above the market valuation of its peer group.
This is significantly higher than the average of its sector (Software): 14.00. The company valuation of Ironwood Pharmaceuticals Inc according to these metrics is way above the market valuation of its sector.
Market multiple valuation of Ironwood Pharmaceuticals Inc (US46333X1081 - IRWD) compared to its main competitors
Ironwood Pharmaceuticals IncPeer group: Ratios based on Fri, 3 Apr 2015.
Ironwood Pharmaceuticals Inc Peer group
Enterprise Value EV/EBITDA Relevance
(in thousands USD) 2015 next 12 mth Score
Ironwood Pharmaceuti... 1 905 580 N/M N/M
Synergy Pharmaceutic... 436 003 N/M N/M 100%
Abbott Laboratories 72 602 155 14.09 13.71 83%
Sucampo Pharmaceutic... 635 188 17.52 16.17 83%
Pfizer Inc. 212 014 682 11.01 10.75 79%
Amgen Inc. 121 980 252 11.03 10.84 75%
Nektar Therapeutics 1 316 029 N/M N/M 75%
Ironwood Pharmaceuticals Inc Benchmark
next 12 mth
Company Ironwood Pharmaceuti... N/M
Peer group Ironwood Pharmaceuti... excluded 11.29
Ironwood Pharmaceuti... included 11.36
Sector Pharmaceuticals 14.00
S&P 500 10.03
STOXX Europe 600 9.19
Country USA 10.26
Riverwalk is a regular on the SGYP twitter stream. He is constantly bashing the co, so I assumed the info was accurate. I couldn't confirm the rec either. My bad?
"Company valuation and the short position is just a background topic, we can't control or guess exactly what either will be."
Company valuation is really important in setting a target price for selling stock.
If the phase 3 results are inline with the phase 2, I think there is potential for a 3+B buyout valuation which could make my current target of $12 reasonable.
I'm trying to get some more educated opinions. While I've been doing this a long time, I am by no means an
Good stuff. In comparing trial results I noticed the Synergy patients on placebo appeared to fare better than the ones in the Ironwood trial. I know I was comparing a phase 2 to a phase 3 but Synergys' phase 2 was
larger than most. Do you really think we're comparing apples to apples?
I am wondering why Synergy even had to do a phase 3 given the size and results of the phase 2. Was it because there is already an approved drug in this class?
Were someone to actually have inside news on the stock, the very last thing they would do (if they had any sense at all) would be to post it on a Yahoo message board.
Thanks for the reply.
I would also like to know where the "news" is there are two companies that want to buy this company.