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Protalix BioTherapeutics, Inc. (PLX) Message Board

pharmanot 10 posts  |  Last Activity: Apr 30, 2016 2:24 PM Member since: Jul 26, 2008
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  • Reply to

    MDVN's value to SNY

    by hitest_97 Apr 30, 2016 11:58 AM
    pharmanot pharmanot Apr 30, 2016 2:24 PM Flag

    A good point but this particular analysis is from Sanofi's perspective and the Euro currency. When looking at the British Pound and tax rates, AstraZeneca, Glaxo and even Shire could have the advantage. Considering strategic fit or possibly desperation, Novartis may be ahead seeing it is selling its coveted position in Roche at market value, a stake that nobody in one's lifetime other than a family member will see again. European leadership usually does not think short term like immediate gratification, US institutional investors. So how can Medivation go for less than 75 without the BOD or JPM bungling the opportunity across the pond and waiting for the tax code and currency rates to change further. Tell everyone to make their final offers and be done with it. Make your own decisons and GL.

  • Reply to

    MDVN wants no less than $65 a share.

    by zachw.lamb Apr 29, 2016 2:42 PM
    pharmanot pharmanot Apr 30, 2016 8:24 AM Flag

    That would have been a reasonable starting point if Sanofi truly wanted to be in the game. So many companies make the mistake to initially offer the iimmediate value assessed by their financial advisors and based on current financial information that absurdly does not even take into account an upcoming quarterly report, which everyone knows will be positive and change projections. Forget about valuing the pipeline, because that is a soft skill that accountants don't have and an acquiring company would not want to share. Abbie, Gilead, and in years past Roche had it right... You come in BANG with shock and awe with your first offer, and if not accepted walk away moving on to your next target. Otherwise, the potential acquirer gets mired in the hem and haw for months of needless melodrama and loses the advantage versus one's competitors of striking first.

  • Reply to

    Call options

    by colmike_98 Apr 26, 2016 6:19 PM
    pharmanot pharmanot Apr 28, 2016 2:11 PM Flag

    The Sanofi CEO statements sound so desperate and pathetic you would think AZN is closing the deal today and Medivation will give Sanofi the finger...but surely that winner who bought the 700 calls and hundreds more at lower prices would know best and is tanning on a beach of a tax free island.

  • Reply to

    Call options

    by colmike_98 Apr 26, 2016 6:19 PM
    pharmanot pharmanot Apr 27, 2016 2:24 PM Flag

    You all are right. Plus it was a vertical spread not just 55. Must be a youngster to be so obvious. Can't wait to see the mug shot..and the next leak of talks.

  • Reply to

    Call options

    by colmike_98 Apr 26, 2016 6:19 PM
    pharmanot pharmanot Apr 26, 2016 10:23 PM Flag

    Hedging short if the seniors hearing bashes the company. Who said sub50 in the cards.

  • Reply to

    Junius retiring

    by ckfun1 Apr 5, 2016 8:15 AM
    pharmanot pharmanot Apr 26, 2016 5:27 PM Flag

    Well, guess who was named, the stock is down 8%.

  • Reply to

    VRTX not worth more than $24

    by eejjww36 Apr 15, 2016 5:52 PM
    pharmanot pharmanot Apr 15, 2016 8:01 PM Flag

    Will fill the gap down to 64 for sure but even that won't hold. Still time to short but sad to see. Hopefully the new research kid will take the company in a new direction doing what it does best but only a matter of time before some significant down-sizing. The hedge guy is only looking to parachute into Martha's.

  • pharmanot pharmanot Apr 13, 2016 7:46 PM Flag

    But you see Genie, the value is not in your prostate. Besides, you should know the magic is not in the wand, it is in the magician.

  • Reply to

    Bakers just bought more

    by linkuofm Apr 1, 2016 4:38 PM
    pharmanot pharmanot Apr 1, 2016 5:06 PM Flag

    And look at the price they bought! Good job boys..paying attention while on vacation.

  • Reply to

    Bidding for company

    by pharmanot Dec 7, 2015 6:02 PM
    pharmanot pharmanot Feb 6, 2016 8:38 AM Flag

    Well the stock price retreated significantly since the high along with the market. One would think the bad news of J&J's exit was timed for a slow news Friday, to announce the good news of European approval on Monday. While J&J was never going to acquire the company as the change in the deal structure seemed to be an exit strategy, it does cause pause that they would not hold onto the stock as an investment having taken 10 shots on goal with the dual body platform. Can't blame a gal for taking profits after quadrupling . Genmab's expenses will have increase dsignificantly as of last quarter but the timing for reimbursement will drive incremental revenue. May be a sideways path for 6 months without a takeover premium and some company recognizing a jewel in the weeds as with Medarex or seeing the long-term value play.

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