RE:RE:What a Crazy StockWondering if any MRK executives took an impromptu vacation to Europe this week.
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Wondering if Dr K or Dr J received unsolicited phone calls this week.
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2b7f6fab wrote: All I want is $25.USD a share. That'll give me a 100 bagger, (ok, $25.15). And TLT market cap would be around $4.2 Billion. Of course the only problem with that, if it's going that high it's probably going over $20 Billion.
As an astute poster mentioned the other day Merck has a problem. With estimated 2021 annual sales of $4 billion/yr Keytruda is worth say 15x annual sales to them. The obvious problem being that TLD1433 is going to make a serious dent in those sales figures since 1433 will be fast tracked for bladder cancer (and maybe GBM) before 2018 is finished imo. Secondly, if TLT were to JV with someone besides Merck for Ph2 bladder cancer that would lock it up against their revenue stream. Bladder and prostate cancer is a large segment of cancer revenue, maybe not as much as lung and breast but still. I sort of doubt anyone in the executive suite at Merck had heard of Theralase before this week even though a subsidiary is manufacturer of 1433. Even a little due diligence should send red lights flashing at headquarters in NJ. Who is going to jump first?
MRK per Yahoo Finance has $15 billion in cash. 2.7 billion shares o/s. TLT has 166 million shares fully diluted. So what's another 166 million shares on top of 2.7 billion already o/s? (6.1% dilution) MRK closed down .56 (-.90%) cents today at $61.80, could it be the Theralase effect?
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Bunge wrote: Unbelievable.