(S)hes got quite a little streak going, thats like 5 consecutive buys that are under water. Lol. Hope (s)he has funds left when it gets back to 2.50
Another outstanding quarter
You have been "guessing" that they are in merger talks for over 6 months now. How long do these talks take? Lol why didnt they announce the hire of their new M&A expert? Lol
Yep insider sales and buys have been a good indicator over the yrs w this company. Imo you are beyond reckless if you dont pay close attention.
Achillon Pharmaceuticals: "In the Hep C market, we have learned that there is just too much competition right now with Gilead and AbbVie and I don't think anyone is going to buy that company. if they do, it won't be at a huge premium I believe."
Thats a fairly optimistic take imo by cramer
so they dumped well over 100 mill , what was it? 120? and they bought back 25 mill? not that impressive, how many of those shares resulted from options that achn gave them for FREE?? seriously
Version? So not the same drug obviously. Encouraging early phase results! Still early and cancer is an entirely different beast than hep c. Tumor cells are obviously very diff than liver cells. Good luck!
And in terms of this board, the right horse was clearly pharmasset, all those people fixated still on what happened to inhibitex and identix are in la la land imo. Just ask yourself this, what will be the ROI for gilead on the pharmasset purchase? And then compare that to the roi for bmy and mrk on the inhibitex and identix purchases. It will be laughable
When cramer says something can go higher and higher even tho it doesnt make much sense for it to (ie all the good news is already baked in), we are probably at least in a mini bubble. Still plenty of $ to be made, "just" gotta bet on the right horses. The losers will be wiped out huge
So arwr is betting the farm on a project nvs gave up on? Because they think they might have a drug delivery system. Ive heard that one before. What if this dpc doesnt work? And looking at the market cap of arwr it doest look like anyone has much faith it will, whats plan B??
Imo the key is targeting the correct mechanism of action. Look at the MOA that arwr is targeting and then look at all the additional MOAs that tkmr is targeting. Being "ahead " with the wrong theory will get you nowhere, ie must have a plan B. The pharmasset /oncorefolks really understand the biochemistry of hep B and C and the non structural proteins roles, my guess is much better than the arwr folks. Do your DD on both companies and see the difference in their strategies. That is the key
So if its smart to buy the company that you claim is further along on a disease, and gilead is 6-8 yrs ahead of achn, what does that say about investing in achn? Pharmasset solved hep C, pharmasset became Oncore/Tkmr. I bet they solve hep B too. Arwr hasnt solved anything, just like achn
You dont know the diff between published and granted when it comes to a patent app and you call others an idiot? Lmfao i thought you had certain people on ignore, but yet you know what they post? Lol i guess just another one of your lies, just like you claimed you contacted achn about the 700 mg 3422 dose and got a certain answer....lmfao faosto and binary are sooo much smarter than you on hep C and yet you claim to be some sort of expert? Way too funny
Tekmira bought Oncore which is former Pharmasset execs. Pharmasset was THE experts on nucs and they have moved on from nucs, they are looking at a new mechanism of action. Check it out, follow the smart ones
RA Capital and QVT Financial dumped well over 100 mill combined in achn. QVT gave up on achn as hepatitis play and rolled that $ into TKMR as a hepatitis play, owns 34% of TKMR. Check it out, probably the smart move