Buy out talk. Time…Clearly Roche is a prime candidate to buyout oncolytics biotech.
They have been in Gobblet with both feet.
Now with a new expanded cohurt....yet another phase 3 opportunity.
Being MBc ( Roche not much interst) , pancreatic cancer ( co- therapy with Roche & possibly of being a blockbuster tretment), most recent anal cancer co therapy , again with Roche.
They do still have in the background CAR-T applications & trials.
Also a tripple neg trial with Incyte,
one thing they have done is later focused on the most favourable outcomes & quickest route to market.
again back to Gobblet & Roche.
pfizer is still in the game awaiting the O.S. Results from the Aware- 1 trial.
i do not know enough about the potential sales of the panc or anal.
however it was sumized quite a while ago, thst MBc alone is a $5 billion/ year market.
back to my timlines a few days ago.
this quarter, we are told to expect 3-4 updates.
In importance being whar the FDA has to say regarding MBc.
followed by the CGAR trial details.
Even low balling, one of the 3 makes Onc a $ billion company.
that being before phase 3 is mid way.
I'd say, with some good news out of FDA & CGAR updates , a biuyout would make sense.
let Roche carry the ball across the finish line.
My guess ( assuming the mentioned updates)3 $billion to $5 billion.
noteable has given ample examples iof buyouts for much more, with pharmas offering much less.
The day traders, shorters & A.I. Followers , getting all excited over a few dimes, regrettably have no idea of the potential.
yup, each billion represents about $12usd/ share.
save the low SP argument.
look up investopedia , under micro pharma evaluations,
pall to do with future potential outcomes frrom the product, for the aquiring company.
many layers to that question.
including new patents in co- theraoy treatments.
Anyhow end of June is " this quarter"...
news ?
FDA first, then CGAR, then either a partneship or buyout.
im not promising, for those who like to miss quote me & take out if context.
im saying, that is possible & that fast.
All the negotiations coukd be in progress, pending solid FDA outcomes.