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Astex Pharmaceuticals, AŞ Message Board

eurotyle 22 posts  |  Last Activity: Feb 4, 2016 1:53 PM Member since: Jun 30, 2004
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  • Reply to

    Relypsa: Two things

    by eurotyle Dec 9, 2015 11:27 AM
    eurotyle eurotyle Dec 9, 2015 11:56 AM Flag

    Negative, I'm long 8k shares since $21.29 (not a very long time ago, honestly).

    I was an investor in AFFY (made money with John), just asking if this was on anyone else's mind. Omontys had great results too, passed FDA with no muster at all. Drug looked great...until it wasn't.

    I just want to know if these facts are in anyone else's mind.

    By the way, thanks for calling me a basher (and avoiding an actual logical answer) when I'm a cautious shareholder just seeking an opinion. There's never anything as a sure thing in stock investing. By the way, never fall in love with anything you can't walk away from in 5/minutes or less. Falling in love with an investment will get you killed.

    Just a cautious long shareholder here.

    Sentiment: Hold

  • Reply to

    Rule 13d-1(c)

    by davidpasternak99 Dec 14, 2015 3:56 PM
    eurotyle eurotyle Dec 15, 2015 12:55 AM Flag

    Appreciate you following these SEC filings.

    Unfortunately when comparing RLYP (90% plus institutionally-owned) versus another random company that is, let's say 10% institutionally-owned and 90% retail, night and day.

    Companies such as Orbimed, Blackrock, Janus, 5AM....these companies HARDLY EVER MISS.

    Just by looking at the "who's who" of investment funds should cure any doubts about investing in RLYP and should make you sleep better watching the day-to-day trading activity.

    Just my sentiment.

    Sentiment: Buy

  • Reply to

    Upgrades

    by stock_lurker Jan 25, 2016 9:57 PM
    eurotyle eurotyle Jan 25, 2016 11:51 PM Flag

    You're spot on as we should see some coming through tomorrow morning into week's end.

    Sentiment: Buy

  • Reply to

    SO @ $38.5

    by wat_bout Jan 25, 2016 10:41 PM
    eurotyle eurotyle Jan 25, 2016 11:50 PM Flag

    The 585,000 options granted to the broker, financial managers typically expire 30/60/90 days following the offering date, similar to a stock option grant, awarded shares.

    Brokers only took 585,000 or less from this stock offering. They might not even have taken a single share for all we know. They are paid in terms of offering minus fees. In this case, $10.4 million (172.3 million minus 161.9 million). See below:

    REDWOOD CITY, Calif., March 3, 2015 (GLOBE NEWSWIRE) -- Relypsa, Inc. (Nasdaq:RLYP), a biopharmaceutical company, today announced the closing of its public offering of 4,485,000 shares of its common stock at a price to the public of $38.50 per share for gross proceeds of approximately $172.3 million, which includes the exercise in full by the underwriters of their option to purchase up to 585,000 shares of common stock. Relypsa estimates net proceeds from the offering to be approximately $161.9 million, after deducting underwriting discounts and commissions and estimated offering expenses.

  • Reply to

    RLYP

    by beverlyhistory1 Dec 4, 2015 11:52 AM
    eurotyle eurotyle Dec 4, 2015 3:46 PM Flag

    after hours, weekend or early monday morning news coming for RLYP.

    Multiple bidders, Merck, Sanofi, Glaxo.

  • Reply to

    Sanofi's sales force

    by abc9allen Dec 8, 2015 3:01 PM
    eurotyle eurotyle Dec 9, 2015 12:04 AM Flag

    Let's just hope they do not perform as bad as Sanofi's sales team did with Mannkind's Alfreeza.

    Mannkind is going to be approaching bankruptcy next year.

    Sentiment: Hold

  • Reply to

    BO price..

    by jeau85 Dec 8, 2015 3:06 PM
    eurotyle eurotyle Dec 8, 2015 3:07 PM Flag

    You must be in Colorado due to legality of the hash...

    Sentiment: Buy

  • There's enough speculation regarding Relypsa and the buyout chatter, but I would like to see if any could address these two things (or if it had crossed your mind, yet):

    1.) Sanofi sales team:

    Does anyone think a repeat of performance could occur with Valtessa similar to Sanofi's deal with Mannkind and their inhaled insulin drug Alfreeza (lack of performance)? I understand inhaled insulin is great but hasn't taken off, think Pfizer's Exubera flop. Maybe Sanofi simply didn't try hard enough with Alfreeza considering it was much better than Exubera (even though sales are horrible). Sanofi to blame here?

    2.) John Orwin CEO:

    Does anyone remember that he used to be CEO of Affymax (AFFY) while Omontys was approved. That being said, Omontys was approved, sales took off and everyone thought this would be an Amgen-killer as far as kidney dialysis went. In doing so, the stock rallied from the $5's all the way into the low $30's. Eventually the drug was found to cause deaths (after approval), drug was taken off market and led to the eventual collapse of Affymax (Takeda - their partner) and now Affymax trades as a shell around 10 cents.

    They also had an exclusive deal with fresenius as their drug/kidney treatment center.

    I'm hold but the facts are the facts. Am I perhaps just worrying a bit too much (merger talk aside)?

    Thank you.

    Sentiment: Hold

  • There is chatter on online boards that ISIS is funneling $ for Islamic State.

    We seriously need to change the company name bc this is holding down the share price and our ticker is mostly about Islamic State if you do a Google search.

    Horrible executive decision here.

    Sentiment: Hold

  • eurotyle eurotyle Dec 17, 2015 1:03 AM Flag

    ^ I'm with him. Not exactly sure how this translates or plays out.

    Sentiment: Buy

  • Reply to

    BO price..

    by jeau85 Dec 8, 2015 3:06 PM
    eurotyle eurotyle Dec 8, 2015 3:23 PM Flag

    32% market share by 2021 or 2023. Slow (years) build-up until then.

    I'm assuming ZS captures about the same, give or take 28-36% and the remaining - other, non ZS/RLYP.

  • Reply to

    why is it not higher?

    by equitylover Dec 10, 2015 9:44 PM
    eurotyle eurotyle Dec 11, 2015 12:49 AM Flag

    Are you being serious? Very slow? Try explaining that one to Gilead with Sovaldi and Harvoni.

    If there's a need for it (patients) with people (doctors) following the clinical trial, news, etc. There will be instant prescriptions, literally overnight.

    Sentiment: Buy

  • Reply to

    Wedbush Says $86?

    by silverold Dec 28, 2015 8:18 PM
    eurotyle eurotyle Dec 29, 2015 3:58 PM Flag

    Take price targets with a grain of salt.

    Barclays Stays Overweight On Chimerix, Cuts Price Target By $53

    Mid-Afternoon Market Update: Chimerix Slides Following Phase 3 Trial Failure; InterDigital Shares Rise
    Chimerix crashes on failed trial (Investor's Business Daily)
    Shares of Chimerix Inc
    CMRX dropped 81 percent this week, dropping almost to their 52-week low at $6.62.
    Barclays’ Geoff Meacham has maintained an Overweight rating on the company, while lowering the price target from $65 to $12.

    Barclays has a $65 target, missed trials, then dropped to $12 instantly.

    Don't these analysts wouldn't to the same if something went wrong here.

    Sentiment: Hold

  • Reply to

    BO price..

    by jeau85 Dec 8, 2015 3:06 PM
    eurotyle eurotyle Dec 8, 2015 3:31 PM Flag

    Jeau - Undervalued, yes. Short term, slightly. Long-term, yes.

    Fair value prob around 44-50. Buyout maybe $40-$50 now, maybe more down the road.

  • eurotyle eurotyle Dec 8, 2015 9:28 PM Flag

    Wouldn't close in 2015 anyway, holidays coming up. Cash tendered or shares.

  • Reply to

    SO @ $38.5 - This group is patiently waiting

    by stock_lurker Dec 1, 2015 1:39 PM
    eurotyle eurotyle Jan 25, 2016 11:44 PM Flag

    "has long expired"

  • Reply to

    just came from my nephrologist

    by stockmaven64 Jan 7, 2016 11:27 AM
    eurotyle eurotyle Jan 7, 2016 11:53 AM Flag

    Exactly, the past few days prob has him up to 200/90 or higher,.

  • eurotyle eurotyle Jan 12, 2016 6:28 PM Flag

    You could be wrong but you could be right.

    Shorts won the battle with MKND yet got destroyed on the PCYC buyout.

    Works both ways.

    Sentiment: Hold

  • Reply to

    SO @ $38.5 - This group is patiently waiting

    by stock_lurker Dec 1, 2015 1:39 PM
    eurotyle eurotyle Jan 25, 2016 11:41 PM Flag

    Stock - I'm bullish just as you but share offerings, such as this, typically give parties an option of 30, 60 or 90-days to buy the additional shares. These are NOT INFINITE nor can be purchased anytime such as tomorrow, April 1st 2016 or in 2017.

    They set time-frames, they are not simply open tickets that can be vested anytime like stock options or stock award grants.

    Sentiment: Buy

  • Reply to

    SO @ $38.5 - This group is patiently waiting

    by stock_lurker Dec 1, 2015 1:39 PM
    eurotyle eurotyle Jan 25, 2016 11:43 PM Flag

    They brought to market 4,485,000 shares (for longs, such as us) or other firms that might want a stake, the 585,000 at $38.50 has not expired if they did not take advantage of these on or before June 3, 2015.

    There could be longs our there such as us that did purchase the newly minted shares at $38.50. They might not be Fidelity, Orbimed, etc unless you found an SEC (3/day) or quarterly filing with an EXACT date. Odds are these are regular folks holding at this price.

    Sentiment: Buy