RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Tactics used x Hedge Fund & MM to acquire shareholder stockBack to the question of a buyout.
I have been checking out the Roche strategic plan and as I have mentioned several times in the past we fit with it perfectly. Also we fit with tecentriq very well also, as shown in the latest results, and they are counting on growth of tecentriq in an array of indications.
In the past, no one paid much attention to ONCY for a variety of reasons. Matt alluded to one reason in a recent talk. Back 10 years ago, people in viral approaches to cancer treatment were seen as non-players, far off the main path.
Also the company had Brad as the CEO and he was erratic, arrogant and did no real strategic planning (he appointed his daughter the head of strategy for the company when she was straight out of law school and then a pharma internship). But even beyond that, they had no real linkages with big pharma. No one had heard of them.
Now the landscape is entirely different. Big pahrma actually knows about them, and the I/O knowledge base exploded around the company at a very opportune moment. Now huge firms like Roche WANT to be in personalized healthcare (like making use of biomarkers), have partnerships, and be innovative. They want to provide value for all (meaning better outcomes and less side effects).
In the past the senior management of these firms had no incentive to try and team up with a strange company and a strange product like pela. Now these same managers will be evaluated on the degree to which they advance the strategic plans of their firms, which now, for really the first time, focus on a product like pela. Except there is no other pela. As I have said many times, we have the best bug, given safety, ease of use and composition of matter patents for a wild virus.
So the incentives are for them to make a deal, not wait. That is why this year in is quite possible. One company and one set of senior management will get the prize, and thus the rewards, while the loser will not. They could still buy and license pela from the new owners, but not own the company.
So there are reasons why something big happening before year end, or fiscal year end, is quite possible,