Oh Yeah don't count out Endo ENDP or Mallinkrodt MNK as these two are ready to rock and roll in the merger market!!
I have to agree with Bud Fox that the selling is a hedge and Courac you are right the placements was on awesome terms with $68 and 81 as convertible features into common. I think the wave of buying new companies like Activis did will soon commense. My hopes are Fred goes for a surprise play here and captures the essence of BIosims like the programs he used to head at Activis. There is one player that is producing an approved BIOSIM as interchangeable with the original. They are seeing a rise in share price that is warranted with the Cancer drug for Pancreatic cancer. There are huge buyers stepping into this one and I will leave it to your imagination who it is ;) Hint they just received a BIOSIM approval for one of the largest selling Multiple Scelrosis drugs. I still think Mylan would make sense as an Impax Suiter but they have their own issues to deal with (Teva). A major consolidation wave makes total sense for the generics wtih all the patents ready to expire, BIOSIMS too!!
I have folowed this Cat and have done very well when he buys an investment. When I first followed him he bought 1 mil shares of Lousiana Pacific LPX at $9 and 9 months later the stock went to $24/share. Now around $18/share might be a great play with the housing recovery.
Now with CHK he bought 1 million at end of May for $14/share, I know the market is slowly edging back forward but I love following Archie as he is a connected BOD that makes me MONEY!! At these levels I would not be surprised to see a large consolidation play, what a time to buy when things are out of favor. Perhaps a Devon, Apache or Andarko steps in to become a tier one energy producer long term like Chevron etc.
Those are my thoughts and with the market so elevated and little value to buy I loaded up on CHK. Also like that Ichan and Goldman are in and buying now. Goldman sees an easy 50% upside from these levels.
I will now wait and watch it grow with Archie taking the lead with his 1 million shares and Carl with his new 7 million share buy.
My gut feelinig tells me a better deal was inked for Rytary that will provide IPXL with a nice cash infusion and a solid new partner to maximize the reach into all markets with Rytary.
Awaiting the news, just a hunch!
Honestly feel any shorting here is giving funds and insts a chance to load up at a discount for where the stock will be in two months time.
That is a huge endorsement for the drug! Also the recent secondary being oversubscribed. I think we rise to $30 much faster than what I originally thought.
No worries about Mylan as there are questions about the mfg processes of their Indian partner. No room for error for a drug this important, that is why when FDA said it's interchangeable (MNTA's) that is a huge legal endorsement!
Crickets say what??? ;) HI JA
Well you a meant but I mean because Cob picks on me that I am superior in ALL understanding, aren't I?
That would be my initial guess and now the terms will be much more favorable now that the drug was approved. I wouldn't be surprised to see a $400-500 partnership deal for world wide sales. They originally had a deal inked and the set backs in approval killed it. Nothing to do with efficacy just mfg hang ups. Now it is approved watch for a big partner to step in with a better deal! The story has been too quiet, except 1500 Sept 55's tell me something huge is coming!! Read the tea leaves and steer clear of Courac ;)
I am curious which one set this target. I will listen in to Goldman CC tomorrow. Good luck longs!
My son Alex has made a light airy fluffy Cheesecake, I really think with your know how you could do this from a pressurized can to make 6x9's Maybe more but that is up to you to test and innovate bud!!
I want to test both! Just a tip for advertising when a flavor is plain just say so, OK? Here's a thought way out there, have you Nate thought about a pressurized Cheesecake from a can? I am sure it will take an enormous amount of testing, but I believe in you! You can do this, forget about the detractors! Just do what is in your heart!! I will throw a few more your way, but Cheesecake from a large pressurized can would be interesting, Time to show your French Chef skills my good friend!! ;) Peace!!
I have full faith in Fred Wilkenson or sin to turn Impax into the next Watson./ACT Activis! He was there knows the strategy and is executing quickly with IPXL. This is a $100/share plus stock in 3 years! I have faith! I am a recruiter of professionals and have identified 3 solutions so to speak for IPXL. These are compliance people from the likes of PFE and other giants with incredible pedigrees! I Have them and soon will deliver them to Fred and Company! I am a huge believer of IPXL and perhaps Carl and Brett may have some initial interest. Fred you need to show them how serious you are!! I can help you!! $80 mil spent on remediation, you didn't need a fraction of that with the right schooled professionals, I have them for you!!! ;) The Cobinator!!!!!!!!!!
Happens! Then is or a bit lower could happen a whole lot sooner. I see a combo with this company as it's propellant and booster to the aquirer to launch it much higher, like a quick $10-12 and that is a screaming deal!!!!!!!!!!!!!!! The merging company would get a plethora of awesome future developments, Biosimilar and Proprietary, Necuparinib who I told my good friend that just got diagnosed to become a test subject! This cancer kills fast, the results looks promising and the side effects less than a hangover, get it done Momenta!!!
I think the story is starting to resonate with the leading analyst and book runners/deal runners. Momenta is poised for a break out year and 2016 is looking tantilizing for the big players involved. I know Jacob Gottlieb loaded the boat before the placement and I am sure he took part in that round too. He was closing in on 4 million shares, that is all recent and a true vote for the future. This guy doesn't miss in this space!! I am in big and loaded the wife with a couple thousand shares a few weeks ago. I am still buying today in my accounts.
over a sustained time like this for Jacob's Hedgefund. I would be shocked that a larger entitly (player in the space) doesn't make a nice bid for the company, perhaps ENDP or MYL as they steer away from Teva's efforts.
Again Teva makes a lot of sense as an aquirer with their Parkinson's franchise facing immediate decline from MNTA's BIOsim approval that the FDA declared interchangeable with existing Copaxone! That is huge!! I like MNTA a lot as well and Goldman, JPM just did an underwriting and bought over 1 million in the over allotment. Something big is happening there. Necuparinin entering phase 2 Fast Track Orphan Pancreatic Cancer trials, it works really well!!
From there a long slow steady march towards $100/share and with the recent involvement of Goldman and JPM in addition to Visium, the votes of confidence are all in place. The analyst must really like the story forming here. Sure you will get bobs etc in the price but it is time to forget the noise and ride long term wit MNTA, sorry shorts I know that isn't the short term thing you wish to project but it's there and forming Necuparinib and Humira Biosim not wishstanding
And made nice gains following his lead. I bought 3 k shares on this sell off on this info alone. He is on the board so knows what things are coming down the pipe so to speak ;) Also when Goldman says CHK has near term 50 % upside I started to follow this sector again. I always like the properties of CHK. Who knows a few more key sales could be lining up with improving market conditions. Oil is searching for a reason to break out again in my opinion. I see the price settling in the $70's near term.
Someone is buying big chunks of stock, not sure who but could make things interesting ;)
There I gave you a subtle hint, let it trickle through those blocks and bricks of resistence and realize this is really happening. Do you really hold any shares or are you a pathetic short getting slammed to the BeJesus!! ;) I have pity for the foolish who cast stones my way, they are are wrong and most of the time get a brutal awakening to the facts. I am nothing, and don't try to magnify anything I can lend of clarity other than a hurricane if you are on the wrong side of the trade, I have no proof, just I good honest feeling. It has delivered me quite well on many occasions without fail!!
Good luck to the rest that are sane, just passing time with someone out of bounds,,,, ;)