the comparison of Veltassa to ZS-9 in my opinion is comparable at early stages of the GILD Sovaldi bs ABBV V-pak and the brokerages lined up there. Very similar scenario and I expect the same outcome. We will get 95% of market vs ZS9
I own 80k shares at average of 6,50 and today is the beginning of recovery they needed to do this a year ago today will be the bottom
you are a short, hznp is up 50% from its low of the crash also, just a soft basher is what you are
this statement along with us gettimg to market sooner id why ZG0 will be lucky to get 5% of the market it will be similar to the Sovaldi vs Vpak controvery between gild and abbv Rlyp will rock
I was not involved in It t but ABBV also launched shortly after Vpak was approved. It may well be a normal launch but those that I am familiar with have been more rapid thanks.
I am getting old and foggy on memory but the two companies that I have owned that did launches were Gild on sovaldi and it was launched if memory serves me correctly within one week of approval and HZNP and I don't recall its drug but also very promptly. 10 weeks seems like they didn't have things lined up for approval but I will be happy if it all goes smoothly as this will be a great drug and sales will beat most expectations and not as much competition form CEMP as some have postulated.
Sentiment: Strong Buy
bs, yuu have had your weakness if you were going to buy you would have, sit and wait for a train that may never arrive but don't till us you want to add on weakness, so few ever really do that
this reminds me a lot of when Gild was getting approval for sovaldi and you had ABBv out there with their drug and market was saying it would take share from GILD but it never did Sovaldi was first to market and did not have complications that Vpak had This is so similar here. the sales will blow away all estimates IMO for RLYP and this stock will soar on those earnings even with a 10PE this will be huge. I also see the black box being adjusted favorably before or as Cemp can get approval.
it takes someone with a subscription to IMS script numbers, the subscription is $25000. but I agree it would be nice if someone who has access could share that on this board weekly.
partly because it was first to market but veltassa will
take up share from ZH9 because it has less contraindications. Market is also discounting stock because of black box scenario but I think this will be a nonevent. When numbers start coming out this should rally significantly. I bought because of overreaction to black box a week ago and now it is up 10% already.
the legal is not due to the CDA, it is due to the PP litigation and pursuit of a merger. The CDA was not brought up during negotiations only after the fight began. It will be difficult to convince a judge they suffered harm when they participated at the beginning. proxy were due to merger not CDA, disruption of sales force was not because of CDA. If you want to spend more money do it but can you afford it.
econ, are you really that stupid?? or just trying to raise the hair on peoples necks.? banks determine the ability to service debt and charge accordingly on their interest rates and depo is paying twice the rate of Hznp and has more debt as a ratio of networth You really cant be that dumb
AFTER THE court ruling on the PP they are gone for good unless depo BOD seeks them out and then the offer will not improve.
imho, you are correct the only manipulation here was the over generous offer from HZNP, they could have had $33 if they weren't so greedy and the only thing that help the price up during the bio collapse was the offer. since the offer expired this has gone down and hznp up. I don't believe HZNP is in a hurry to book their loss on this one and it still most likely holds all the stock they bought, I however am seriously disappointed with the BOD and will sell my 6000 shares tomorrow and buy something else. this is not as great as stock as HZNP or some others I want. VERY DISAPPOINTED IN THE DIRECTION BOD HAS GONE