i was given a heads up on this company yesterday..did some DD today...so what do you suspect pps let say by end of 2015...given the Jordan story gets better and we have 2 more stories to watch?? seems this is a buyout if they can keep the qrtly updates as positive??/
Q1 was the timeline---i suspect on or around March 2nd or 9th...the consultants are racking up their billable hours to make sure every t is crossed every i is dotted and the "appropriate" connections are happening prior to submission. Bakers want no last minute "oops" in front of the FDA as while we have a few thousand shares---they have millions---your restlessness means nothing-lets let the professionals do their job. Heck youve been here since 1.xx whats another 40 days...smile and know you have been part of a very good thing.
lol..i know...that was a kinda final "lets do this" when i saw that...i have been on the fence since the big down turn event and never came in for that exact reason---and frankly thought there may be a revisit to 5ish ..but i figure if those folks that are way sophisticated than me now buying it might be my time to wager in..no offense to longs here with my wording of wager...i still am under no illusions of a sure thing...P2 is P2..but i am willing to risk 2.50 for a potential upside on the paper or an outright exercise...time will tell--GLTA
to a point i agree about some comments on here. I think to your point on why we don't see "others" coming in could be that some can not-P2 status-less than x market cap ect...and that those who are here it just isnt advisable to add more risk on--because there is considerable risk on at this juncture. It also could be that frankly the market may be in for some very volatile months-keep the powder dry if u will--because as u point out the "market" isnt stupid-I might add in final that sometimes companies just get overlooked ---ie ACAD only a few inst. holders who have done pretty well. its hard to be everywhere at the same time...choose your battles if you will...
better than $6.65...lol...i do respect your reply-that is why i used the word wager...i am simply making a bet...i have other investments in bio, this however is only in P2 so anyone knows how it will go down. IMO there are some background games going on here and if that can be "resolved" and with a few well placed "news" pieces this goes back up...and I sell.
Might i suggest Jan 2016 $7 Calls at $2.50-$2.60----if you think ARWR is going to pull out of this to the up by Jan 2016 then getting in at around $10 seem like a real bargain...bought mine last week after some long hard debate. Glad to have my feet now in the pool...GLTA
this might be a real ride in the over all market to finish the week...hope to as much as possible ACAD stays free of it...however if things get real dicey those who "need" to take profits just might have to sacrafice...hang on...sad thing is hope the NDA doesnt get released in some distracted downturn...but non the less, here for the long term so cheers
its ripe for the gambling crowd...high risk high reward----if they miss that Q1 delivery date..WHICH I HIGHLY DOUBT...then they will clean up...these are the situations they thrive on !!
Frans came into the scene with a company " in trouble"...he had to present this 2017 "plan" or whatever it is and its not helping. He gets maybe another few Qrts and if no improvement-see ya.u can only cut the work force so much, squeeze vendors, and "optimize" streams ect... at some point you flat out gotta sell more stuff to more people or create something that is revolutionary.. .at this point it seems heavy on the vision not so much on the execution.
lol..yeah never tip your hand to those goons!! next thing ya now whammmm-they took my shares!
I will offer a slightly different view H and i respect your posts...There may truly be some concern that current management OR business considerations that would or could prevent ARWR from being able to monetize on what SEEMS to be good science. While I don't believe any 1 single analysts opinion, clearly there is an under pining of "negative" with ARWR from Wall St. I again can not stress enough this is in Phase2. There are several "topics" that need to be proved out over the coming months-hopefully they will. I am neutral long here and simply can not make a bullish case yet.
377K traded...pretty quiet. I would imagine there are some folks who are concerned about overall market and have had some gains and are taking some off the table..can't blame them. Hopefullly when this runs on NDA i might do the same --just some--i am waaaaay long, but its been a nice run for me since buys at $2.03---$12.00---$15.00---so might be looking to either start covered calls on a portion of the $2.03's at some $40 plus strike and if taken no worries...
all will be fine. Its about getting it right-there is much riding on this NDA. Its the launch of the franchise-PIMA! there are a number of factors, some that have nothing to do with the drug that guidance from "outside" said do not submit yet...i would much rather Uli et al take their time (within reason) and nail it--than rush ahead and we get some protracted review or something...
My initial thought is "they" keep the pressure on as options expiration is tomorrow/Sat...and if "they" can walk this back to $30 "they" will...i think we have evidence that $34 is/will the build up to NDA...maybe $36---$30 would be a nice launch pad buy imo..