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ViroPharma Incorporated Message Board

laonda32 10 posts  |  Last Activity: Jan 23, 2015 4:18 AM Member since: Jan 16, 2004
  • laonda32 by laonda32 Jan 23, 2015 4:18 AM Flag

    via company homepage from JPM conference! Nice update

  • Here's RBC's take on the TKMR / OnCore merger. They raised the price target to $35

    http://www.twitlonger.com/show/n_1sjuutf

    Our view: We're raising our price target to $35 to account for the synergy of TKMR/OnCore and the higher likelihood of success that a Hep B drug will come out of the plethora of 8 candidates (see page 4 pipeline exhibit) now under one roof. The long-term possibilities and combinations of drugs are seemingly endless and we see impressive long-term upside.
    Key points:
    We believe TKMR stock will keep going higher and the merger of TKMR and OnCore Biopharma creates the best "pure-play" Hep B pipeline company in the industry. We have said Hep B is early and evolving and investors need to pay a lot more attention. We think these stocks will go up over the next 1-2 years as drugs advance into the clinic and show some proof of concept. Over a few years, some big developments could occur, particularly with TKMR, which combined with OnCore (deal should close in 2-3 months) has a full armamentarium of drugs to work with, combine, and find the best regimen to cure Hep B -- a $5-20B TAM market opportunity that is likely to develop over the next handful of years.

    We are raising our price target to reflect where we think the stock can go this year based on:

    1) investors have not yet fully digested what's going on here given it's a busy week at a major industry conference;
    2) OnCore was private and under the radar for most institutional investors;
    3) the leadership team is extremely strong and experienced with many former members of Pharmasset, which sold to GILD for $11B, now leading OnCore and will spearhead Hep B development;
    4) combining the TKMR team, TKM-HBV, and RNAi platform adds another piece to the puzzle.

    Our price target and pro-forma model reflects an assumption of doubling the share count for the combined entity.

    Sentiment: Buy

  • Reply to

    And now for the UGLY truth:

    by yourshamefulpast Jan 5, 2015 10:13 PM
    laonda32 laonda32 Jan 6, 2015 7:31 AM Flag

    well said

  • Fyi only:

    Lake Street Capital Markets initiated coverage on EXACT Sciences Corporation EXAS with a Buy rating and $33 price target. Analyst Bruce D. Jackson noted that since “Cologuard has obtained a $492.72 per test reimbursement rate from Medicare, we think there is upside potential for test revenue during 2015 that can feed positive sentiment on the stock.”
    “There may be questions about 2016 and beyond as to whether commercial insurance companies will cover the test (they will, in our opinion) and the sustainability of that price (it’s not, in our view), but ultimately we think this experienced management team can capture a significant share of a large potential market.”

    The firm pegged “the future addressable market potential for Exact at $4 billion. This is based on a blended ASP of $220 per test and roughly 17 million tests a year (80 million eligible people, a 65 percent current compliance rate, 3-year screening interval).”

    Jackson observed that “Exact has $299 million in cash that can be used for development projects and acquisitions to expand the product portfolio.”

    The $33 price target was based on 5x the firm’s 2019 EV/Revenue estimate of $839 million discounted at 10 percent. Jackson suggested using “share price pullbacks to accumulate shares.”

    Sentiment: Buy

  • Exact Sciences (EXAS) PT Raised to $32 at Goldman Sachs
    December 18, 2014 6:56 AM EST
    Goldman Sachs reiterated a Buy rating and raised its 6-month price target on Exact Sciences (NASDAQ: EXAS) to $32.00 (from ...

  • laonda32 laonda32 Dec 16, 2014 5:25 PM Flag

    William Blair Comments On Exact Sciences Following Public Offering

    December 16, 2014 5:05 PM EDT by Editor Ben Mahaney in Exclusively Published • Healthcare

    William Blair analyst Brian Weinstein maintained an Outperform rating on Exact Sciences (NASDAQ:EXAS), as the company announced a bought deal for 4 million shares of common stock at a price of $25.75 per share, with the option for the two underwriting banks to purchase an additional 600,000 shares. No price target was provided. Weinstein observed, “This is yet another offensive raise for the company as it looks to pursue opportunities to accelerate adoption. The terms of intended use listed in the press release include funding the expansion of Cologuard commercialization activities, and we expect to hear more specific details about those efforts at the J.P. Morgan Healthcare Conference in January.” The analyst added, “We remain strong supporters of this company and this stock and believe that the long-term opportunity for investors is unmatched by any name on our list. However, we caution that near-term performance could be choppy, given what we believe may be aggressive short-term Street estimates and uncertainty about near-term uptake as the company begins the commercialization process.”

  • laonda32 laonda32 Nov 11, 2014 4:39 PM Flag

    thx for posting

  • laonda32 laonda32 Nov 10, 2014 6:33 AM Flag

    thx for the summarization

  • Reply to

    A couple of Q3 CC comments

    by wcsg122 Nov 2, 2014 5:02 PM
    laonda32 laonda32 Nov 3, 2014 3:58 AM Flag

    thx for ur summarization

  • Reply to

    Today's BOA Merrill Lynch note

    by cd3313 Oct 31, 2014 3:47 PM
    laonda32 laonda32 Nov 1, 2014 2:58 AM Flag

    thx for posting

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