Interesting, so Exact might become a full GI Diagnostics company. It's not just about Cologuard. I figured a couple years back this would move in the direction of Thirdwave, but I now see there are much larger opportunities ahead. Thanks.
Thanks. So now with FDA Approval and pending Medicare reimbursements, you guys think this company owns this diagnostic space? Might they add to their pipeline with other diagnostics tests for the GI tract?
Just like he structured a deal to sell Third Wave to Hologic for a large premium. Perhaps the time is coming. What do people believe the buyout premium would be for Exact, and who might be the interested parties. J&J's diagnostic unit strikes me as a good fit, I've seen prior speculation around $35-40 a share. Thoughts?
Who are the other 2 besides Glaxo an Shire?
Shire doesn't have an Ebola treatment in their pipeline and needs Tekmira to compete with Glaxo. Makes sense why management has been so quite lately. Only question is the acquisition price. I'm not sure I believe $40, but $28-33 is very reasonable.
Check the Seeking Alp article on this. This drug is not new, and available for free from a company from Jackobus Pharma under compassionate use programs.
I doubt it will be positive. I don't even see any institutional ownership of this stock.
I said it yesterday. I see people are catching on. TKMR is silent for a reason.
If a company had ongoing discussions with the CDC and FDA would they be talking publicly? Nope, it would be material non-public information. Whereas Sarepta is free to issue press statements and show up on CNBC because they do not have an ongoing dialog with the US government. That tells us something is cooking with Tekmira. I'm buying more in the morning.
Yes, meant to say public company. I'd expect an announcement this week, perhaps as early as tomorrow.
This is the only private company in the world with a vaccine that works.
If major news isn't announced at the upcoming earnings calls, you can expect Bears to hit CLDX hard. The stock has tremendous near term weakness, and the only think keeping it afloat is "hope" for news on Aug 6th.
Um Ganetespib is in Phase 3 trials at multiple research hospitals. The efficacy is excellent in NSCLC. The volume on SNTA is just very curious.