What we know so far… 1. The investor presentation was taken down. They have not responded to any enails as to why.
That is a gag order. They can't even reply ";we can't answer that right now".
2. Over the weekend, I spoke with executives that have bought & sold companies, professional stockbrokers. Other investors.
3. The presentation removal could mean absolutely nothing. The non- reply means everything.
Moving forward into speculations.
My original thought was licensing partnership. Onc at last prentation mentioned one partner to cover both Phase 3 ready FDA fast track cancer branches, being breast & pancreatic.
Now if you had to fund 2 trials, why not just buy the whole thing?
They would get the mentioned Pancreatic & breast cancer route, but also the smaller on- going other trials to add to the depth.
don't forget boys & girls , with success the A.N contract has milestone payments & royalties....
for the accounting minded, I hear about $500m in acquired tax loss carry forwards.
The new owner would get all of that.
price?
for 2 FDA fast track phase 3 ready pathways. In place manufacturing, An existing $$ contract with China.?
I think $1- $3 billion would be a deal. The $5B number has been thrown around.
should they wait until bracelet/ Pfizer cone if 90 day silence, reveals the encouraging results. Matching or bettering the recent A.N. Report.
that would increase the price yet again.
my opinion, $2Billion , soon.
or much more, if they wait until June.
BTW the gag order could be as simple as part if Pfizer 90 days of exclusive review.
this week ahead.
id be shocked if Onc does not break through & hold well above $2 on NAS.
aks $3++ on TSX ..
That is assuming no news.
great week ahead all.