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entertainmentinvestlng 6 posts  |  Last Activity: Jun 20, 2014 10:05 AM Member since: May 13, 2005
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  • entertainmentinvestlng by entertainmentinvestlng Jun 20, 2014 10:05 AM Flag

    IF they get involved in any M&A deal on COH within next 12 months, they will face a major lawsuit.

    How could they compare COH with JCP when they are in different business model? It is like comparing HSY with WMT.

  • entertainmentinvestlng by entertainmentinvestlng Jun 4, 2014 10:36 AM Flag

    - company announces an accelerated share buyback
    - another company places a bid to acquire Coach
    - Private equity places an offer
    - International brand company places a bid to acquire Coach (from Chinese company?)

    Right now, it's traded at $10B with $5B in revenue / $1.6B in EBITDA / $1B in net income while Tiffany traded at $13B with $4B in revenue / $1B in EBITDA / $200M in net income.

  • Reply to

    Anyone reading 10Q?

    by entertainmentinvestlng May 15, 2014 1:48 PM
    entertainmentinvestlng entertainmentinvestlng May 15, 2014 2:14 PM Flag

    Not really. A pharma like Teva won't terminate the deal unless they think there is a risk in getting approved by FDA. Teva like Pfizer, Merck invests on biotechs so that they can an exclusive right on distribution channel.

    On its MD&A, "We are a clinical development stage biopharmaceutical company dedicated to the discovery, development and commercialization of innovative treatments for cancer patients that target specific proteins that are over expressed in cancer cells and not present in normal healthy tissues resulting in increased efficacy and reduced side effects. This approach differs from existing chemotherapeutic agents that inhibit the growth of both cancer cells and normal healthy tissues at similar doses.".

    It sounds like they are development a targeted therapy and yet, there is no indication of personalized medicine approach like Foundation Medicine. If the company says that its development can be applied in any solid tumor, the R&D cost would have been much higher and yet, they are burning 50% in R&D while the other 50% in G&A (salaries for managements). FYI, Foundation Medicine works with Harvard and is funded by Google, Third Rock as well as Bill Gates (Microsoft).

    The company needs to address more in detail of which solid tumor can be applied and why.

    Personalized medicine becomes a new approach in cancer since we have a better technology looking at DNA mutations (thanks to Ilumina). According to molecular research, an oncogene like EGFR, KRA, ALK1 that triggers a cancer in human body results of a DNA mutation. Big pharma are either developing in house or invests into biotech that develops a drug that works on these mutations.

    One more thing, the company has an agreement with Univ of Maryland and some other institutions with no proven records. If the company makes a deal with Harvard, Mayo Clinic, Baylor, Yale, then I would feel confident, but it doesn't work with any of them.

  • entertainmentinvestlng by entertainmentinvestlng May 15, 2014 1:48 PM Flag

    "On August 28, 2013, the Company announced that Teva had decided not to exercise its option to license RX-3117, and as a result the RELO Agreement was terminated. "

  • entertainmentinvestlng entertainmentinvestlng May 15, 2014 1:43 PM Flag

    The issue is, all 3 drugs are on stage 1... not even 2 or 3...

  • entertainmentinvestlng by entertainmentinvestlng May 1, 2014 8:13 AM Flag

    they beat the estimates by analysts and raised the 2014 earning guidance.

    this is the best time for searching buyers.

    with obesity as a major issue in US, diet programs have a long term growth potential.

    imagine diet program company merging with organic company!

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