Not sure if it is price in already as the stock has been trading down at this level for a while. My guess is that the market is waiting to see if it does get approved, which it sounds like it will, and what the pricing will be on the drug to see if it will be competitive in the HEP C market. The CEO said he feels confident they will be competitive so my guess is the pricing will be to the market's liking.
They should just sell to Google assuming Google would even want them. Google is run much better, obviously, and could probably turn Twitter into a much better platform. Plus, it would help them compete with Facebook in online advertising.
The beautiful thing is even if this stock moves up $1.50-$2.50 next week; I stand to make about 300%. I have 35 days before they expire and only risking $500 so I'm not too worried. Just like going to the casino with this bet.
I'm playing the short term call options, November $30. They are cheap and I bought about 50 for $0.10 a piece. There is a good chance they may expire worthless but worth risking $500 if there is some upside surprise in the report. The sentiment is so negative on the company and expectations are low, a beat may be in the cards. Also, they may give info on the spin off.
Again, I'm making a very risky bet but for only $500. If the stock jumps $5 next week, I stand to make about $5,000.
Activist investor would be very beneficial to individual investors/stock price and would definitely "stir the pot". I have a feeling this quarter may be better than expected since the expectations are so low for the company. Also, they may announce the spin off and the terms of it.