It has just moved 20 points on the Cowen call last week. I can see this back to a $160-170 base. Look for a nice update on the conference call---with the the street dramatically underestimating the size of the aHUS mkt.
Still believe ALXN will print a $200 in calendar '14.
That is the answer to today's question. The pop is do to Stifel getting out in front of the beaten up stock where the selling has been exhausted in front of the May ASCO data. Shouldn't be too hard to figure that out.
SIMPLE ANSWER---no. Maybe 2 years down the road where there's revenues & rising EPS but not until FDA approvals are in hand will any big pharma do a highly dilutuve acquisition of ACAD.
Next to nothing. One company has profits & sales and one is transitioning to hopefully one that product approvals & hopefully profits & sales.
People babble about whatever pops in their skulls. The AAL stock DRAMATICALLY outperforms 98% of ALL stocks yet that's not good enough. Unfortunately many retail investors look at the stock price to tell them what's going on & often miss the real story.
so let me get this right.....you see the stock going up on a .... newspaper article ????? I want whatever you're drinking !!!
The stock has corrected 30% on the surprising slow rollout of Breo. Even bullish analysts have been talking out of both sides of their mouths on THRX (" we like it BUT"....). At the big Cowen Healthcare Conference at the beginning of March mgmt. comments caught many in the audience by surprise & from there the stock have done nothing but go down.
Maybe GSK does something down the road but they clearly are in the driver's seat & see the daily numbers that come in & they have been poor. Plus as anyone can see today they are doing big deals that are taking mgmt.'s time & attention. So maybe the stock has bottomed but the near-term fundamentals have been choppy at best. I see the stock trading back to the $30 level on good news & hopefully move up back to the mid $30s over the balance of the year. I bet most would be surprised to see GSK pay more than $40 on the current outlook. Those looking for more clearly can't justify it on the numbers or the fact that there are no other interested parties.
Hint hint..... the amount of total funds invested in THLD is virtually invisible. You can't find many--if any---companies with a $260 mil micro cap value sitting on nearly $100 mil net cash. This may be to hard to calculate for some (woof woof) but NSTITUTIONAL investors are valuing the WHOLE COMPANY & technology at $2++/share. That can't be too complicated can it ? Based on some posted comments one might think that THLD should be trading at MULTIPLES of that----with Phase 3 results right around the corner. But its not & even is going the wrong way.
What planet did you say you were from ? Uranus ? INSTITUTIONAL investors are OBVIOUSLY not overly involved in this micro cap company with nearly $100 mil in cash----or is that too complicated for you to understand ? if you are that green to investing we can give you a pass but do try & get in the game.
I think there's a decent shot of approval in sarcoma. I am just not in the camp that thinks that '302 is the holy grail & will drive THLD stock to the moon. I do think the stock can possibly break into double digits this year as I have noted many times.
$260 mil mkt cap with nearly $100 mil in bank from milestone payments. Clearly professional investors are skeptical---as been pointed out here numerous times---and will wait for confirmation before putting $$$ to work. For a variety of reasons sellick & co. have not been able to erase skeptism as much as they have tried over the past 2 years. Despite retail rookies being excited the biotech pros are not---and will gladly pay $10-15 on confirming results. Today there is nothing to change that. Retail wants to believe---certainly based on the crazy assumptions based on yahoo MB----but they don't connect with the numbers that professional biotech investors are coming up with. If retail wins----not usually the case---this doubles or triples in value this year. May the gods look kindly on THLD this year.
Are you new to AAL ???? when a stock goes up 50% in a Qtr. (!!) & outperforms 99% of ALL equities it is often due for a pause. Relax ! If you're nervous then play market-timer.-- good luck.
little rookie---is Galena your new hot stock ? got some big predictions ? why don't you share them with your Galena buddies or your Dendreon buddies---spare the rest of the world little piker.
stock close to new lows....what lies little rookie ? share with us SOMETHING other than a pres release ! please ! sellick & co have trouble even taking out the garbage. anf THLD is the .....Holy Grail ?
Come out from under a rock little baby beachball...... so clueless about what's going on ! Its so surprising that you little one have NO UNDERSTANDING about wht the other side of the coin is saying. but since little moomie feeds you your kool-aid & changes your diapers NO SURPRISE THERE ! please keep the comedy up !