Toofunny, your fellow pumper vrebel doesnt agree w you. Read his post below. You pumpers should educate yourselves and get on same wavelength lol
So let me get this straight, piper had an overweight on nvax, a deal comes out that could be construed as a positive to drive up nvax stock price and so piper spins it that way. What a shocker! Lol
Just look at bmy, they threw away 2.7 bill because they thought there was an outside chance inhibitex had a nuc. Of course the cmpd was toxic and they wound up w nothing. Imo merck will wind up completely wasting most of the 3.7 bill on identix, but they thought it was worth the huge price and the gamble because if it had paid off the upside would have been huge. Why isnt anyone gambling on achn?
So its a ten bill market and you low ball? No way! Jnj did not low ball, they did a risk reward profile of alios and made the appropriate offer. They did the same with achn and they passed. You dont low ball/ under bid in a ten bill (in a single yr) market. Just look at gilead, they bid 11 freakin billion on pharmassett and came out HUGE winners. You dont mess around w these bids. Can you imagine if gilead had stopped at 4 bill for pharmassett instead of 11 bill? How much they would be kicking themselves now? You are hilarious. Face the most likely scenario, ra and cramer have executed a pump and dump on you retailers.
And i like your use of the word "potential", sounds like you are being a little vague to me lol. Whats your prediction? Forget potential, will 3422 best solvaldi or not?? I predict not
And the reason im skeptical, if you could answer: if 3422 trial is going soo well according to your view compared to sovaldi, Why did insider ra dump over 100 mill in stock in last 3 months. Makes no sense whatsoever. Not to mention the ceo, ex ceo and others selling. Wheres the insider buying based on this view you have that 3422 is superior to megablockbuster sovaldi, again makes no sense. Somehow you deduced this superior nature of 3422 but the ceo failed to figure this out? Lol
Exactly! That is the question. Fhfa was enabled by congress' legislation. BUT was that legislation even legal to begin with? He did not address that and leaves it up for other courts to decide
"Unprecedented", "parted the legal seas" ........interesting.....
"“Here, the plaintiffs’ true gripe is with the language of a statute that enabled FHFA and, consequently, Treasury, to take unprecedented steps to salvage the largest players in the mortgage finance industry before their looming collapse triggered a systemic panic,” Lamberth wrote, referring to the Federal Housing Finance Agency.
“Indeed, the plaintiffs’ grievance is really with Congress itself,” the judge said. “It was Congress, after all, that parted the legal seas so that FHFA and Treasury could effectively do whatever they thought was needed to stabilize and, if necessary, liquidate,” Fannie Mae and Freddie Mac. (FMCC)"
Seems to me he is vindicating fhfa but not congress......
Yes i got it now, just a coincidence that this prof epstein happened to publish a piece on sweeney case on the same exact day as lamberth ruling. Confused the heck out of me
Except why did he say in second to last paragraph, "which at no point was discussed in sweeney"? Is that a typo?
The most sensible thing i have seen on this board all day imo. Thank you
That was a highly flawed article. What he wrote would assume an otc market can effectively value a highly volatile entity such as fnma. Which it cant. There will be other arguments for reasonable compensation. That argument is one of the most arbitrary and flawed i have seen, the chances of a judge actually utilizing that rational is pretty small imo.
And yes another company has 3 compounds w poc in early development w a nuc. That would be merck. But they are far far behind. There may well be other companies like you described but i am not aware of all the details. I know bmy and abbvie have 3 compounds but am not aware that they have a nuc
Early development is key word. Achn never been past p2. But then again neither has alios, inhibitex or identix. Unfortunately all those companies got bids and the companies that did the bidding passed on achn compounds in early development. Why is that? Maybe because achns compounds are all inferior? What other reason for passing and buying all these other spec biotechs? Pharmassett was the only wise purchase. Everybody else is way behind and scrambling now
They have a small stash and ip on that stash i assume. They would just have to scale it up and then they can sell it for whatever the govt subsudized market will bare. The question is how big is that market