well, i wish you luck kwarter. azn and atelion should also fir a bunch of their experts who reviewed by veltassa and zs9.
a lot of what you say is reasonable. the only thing i would maybe disagree with you is the 50% discount factor. 1. the takeout price was $2.7 not $2.9. 2. AZN outbid another suitor for ZS so clearly overpaid. 3. Biotech was approx 40% more expensive at the outset of the takeover talks for ZS. 4. Veltassa has a black box warning. 5. ZS-9 belongs to a far tougher potential rival, meaning that veltassa will face a tougher rival than ZS will. All in all, i think a far deeper discount is warranted, assuming anyone wanted to buy RLYP, which I don't believe.
AZN's experts looked at both zs and rlyp and decided to by zs. if zs proves to be a dud, what does that say about veltassa's prospects?
they may be temporary but does that matter when the company has approx $235 million in cash and is going to lose $400 million in the next two years? they run out of money well before the "temporary" costs go away.
what?????? what theory did i give up??? was there some connection between the initial comment and the comment to moneynow??? and what's the relevance of that tweet from whoever???
the stock was five to six dollars lower before the bogus reuters story and you say the downside is 2-3 dollars. how silly is that???? you say the upside is 25-30, where do you get these pie-in-the-sky completely meaningless numbers????
$2.7 billion is obviously not chump change. But then again, for a company that has $7 billion in cash on its balance sheet and generates more than $6 billion annually in cash flow, it's not a huge amount. Note, too, that the $2.7 billion is a long-term investment, intended to generate a return over the next 15 years or so. So, unlike small one-drug companies like RLYP, a pdufa for a drug that may add $100 million the first year is not a big deal. It's a big deal to you and other RLYP dreamers/speculators but not for AZN.
As for the revenue potential, do you seriously believe it's $1B - $6B? And what does that huge range say to you? Could it perhaps be $500 million - $6b? Or maybe $400 million to $500 million? All made up numbers. And if it were really within your range, do you think ZS would've sold for $2.7 billion. And, again, if your numbers were reasonable, why is RLYP's market cap sub-$1 billion. You've got all this takeover hype and all this huge sales potential hype and the company is worth less than $1B. What does that tell you????
have you heard that old wall street saw about a fool and his money...... being soon parted? "learning who to follow around here" ..... you do realize HERE is a yahoo message board, populated by anonymous pumpers and bashers with all sorts of agendas, right??? If you're new to RLYP, you looking in the wrong place for dd.
It's pretty sad how tunnel-visioned, blind, biased, or silly biotech longs or pumpers can be. AZN is an $80 billion large-cap pharma giant with annual revenues of more than $23 billion. Why would the CEO or CFO waste time in a CC talking about a prospect that might add about $100 million to first-year sales???? It's really pathetic to see something positive for RLYP from this. Need to get real.
his work is very questionable. he's published 2,715 articles on SA, meaning that each one has earned him fewer than 10 followers. not impressive. also, if you're averaging about an article a day, how much time is he really spending actually conducting research and analysing the stocks that he pumps. i'm guessing he makes more money getting pennies per click than he does with his investments.