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ONYX Pharmaceuticals, Inc. Message Board

kot882001 5 posts  |  Last Activity: May 14, 2014 5:24 PM Member since: Sep 26, 2010
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  • Reply to

    Company has promise but valuation is insane

    by singkumbaya May 14, 2014 4:36 PM
    kot882001 kot882001 May 14, 2014 5:24 PM Flag

    I'd suggest you read my post from a week ago "what is CLDX worth". Basically, I think CLDX will be worth about $45-$50 in 2 years, not even taking into account varli, just based upon peak sales of Rindo & glemba around 1-1.5B. To realize full varli potential will, probably, takes more than 2 years, so, you say that CLDX will worth $80-$90 in 4 years, if not bought out before by BMY for $55-$60....
    On the other hand it is very possible that s/p won't shoot directly to the Moon, starting tomorrow, but will fluctuate and shorts will be able to squeeze few percentages IF closing position on time....Or maybe not...
    I'd rather hold it for 200%+ gains in 2 years....

    Sentiment: Strong Buy

  • Reply to

    CLDX' Deutsche Bank Transcript

    by goforitmedx May 11, 2014 12:15 PM
    kot882001 kot882001 May 11, 2014 4:21 PM Flag

    Well, I guess the strategic idea was also to get enough money to last thru approval when, presumably, it will be easier to get some funds.
    However, what is unclear, (assuming large potential of Varli) why are BP does not lien up to participate in trials? And BMY would be first candidate, IMO...

  • Reply to

    CLDX' Deutsche Bank Transcript

    by goforitmedx May 11, 2014 12:15 PM
    kot882001 kot882001 May 11, 2014 12:37 PM Flag

    This was my sentiment exactly, but I was taken aback by remarks about difficulties to agree on partnerships. With all that clear, scientifically speaking, potential I'd expect it to be peace of cake.
    I also under impression that "Big Boys" are ready to pay more but for approved products. Therefore, no takeover until 2016.

  • Reply to

    CLDX' Deutsche Bank Transcript

    by goforitmedx May 11, 2014 12:15 PM
    kot882001 kot882001 May 11, 2014 12:33 PM Flag

    Well, it looks that 2106 will be the year of most results....Also I certainly hope that ASCO presentation will show clear and very positive results about Varli. They did not use worlds like "we're very exited" etc, so, my take is that results (after all it is just phase 1) expected to be solid with clear potential (they're starting p2 and p1/p2 with Varli), but, frankly, I did not hear anything that will affect s/p dramatically in near future.
    On the plus note: I expect s/p to hit $45-$50 in 2016 (200%+ in 2 years in my view is not too bad...)

    Sentiment: Strong Buy

  • Reply to

    CLDX presentation at Deutsche Bank conference

    by long_vrts2 May 8, 2014 1:16 AM
    kot882001 kot882001 May 8, 2014 3:21 AM Flag

    Long, (and this is just an observation), if before CLDX management took position saying, "we'll keep low profile, our results will speak for themselves", a few weeks ago this mantra has changed totally- new PR person is hired, AM, seeking publicity whenever it is possible, and it looks like they're seriously concerned with s/p and trying to lift it closer to the secondary price ($24.5). This all seems to be steps into the right direction, but, so far, they're not working...
    My only hope that at ASCO (or ASH, or SNO) they will be able to put good spin on the current results...

    Sentiment: Strong Buy

ONXX
124.700.00(0.00%)Sep 30 4:00 PMEDT

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