RE:RE:RE:13 July 2022 15$ US target maintained My satisfied, happy, ecstatic?
don't really know?
The $15ps target includes very little extra developments. Only assumes a phase 3 partnership.
a total buy out, interesting has never been discussed by any analysts.
The present math indicates roughly $15ps/ billion of company value.
It was mentioned on another site, that the tax loss value for an acquiring company is in excess of $5ps.
Meaning a bargain fire sale would be in excess of $5 ps.
Add on the value of the A.N. Deal....assuming phase 3 gets started. Easy into mid teens/ share.
My " sell" will depend on many variables, some related to Onc , some my personal needs.
Assuming they go the partnership route. That would bring about a new level of interest & trading price not seen in a long time.
I would sell " some" to meet personal $$ goals.
A buy- out regardless of price would be in excess of $15 ps...how far in excess, depends on the science.
We have seen lessor junior bio bought out for more that $ 1 billion.
Satisfied ? Any deal that moves Pela forward....I'd also be happy.
extatic ? Anything over $3 billion would be IMHO a reasonable deal....$ that would be $45ps.