Post by
cacfacma on Feb 23, 2024 8:20am
yesterday's call
In my opinion, Baxter does not want Spectral price to pop prior to its IPO of Vantive and is calling the shots. Why would we expect otherwise? Baxter is the big whale, Spectral is the little fish.
I do not believe there is any statistical hit associated with releasing crude mortality results at 90 patients. Clearly, if this was the case, Spectral would not have gone on record a year ago that they would release these interim results.
We should all be reviewing analyst reports from Baxter to pick up on any reference to upcoming Vantive IPO and related details on PMX/EAA.
Comment by
palinc2000 on Feb 23, 2024 8:32am
Can you elaborate on Baxter not wanting Spectral 's SP to pop prior to the IPO of Vantive?
Comment by
mercedesman on Feb 23, 2024 8:42am
I'd say this is a pretty accurate post ... ...clearly there is one party in charge of the unveiling from here on. The deal is largely done IMHO. MM
Comment by
ChesterLives on Feb 23, 2024 8:51am
The analyst report would seem to agree that all is done at this point. worth a read. Very positive on developments to date and the outcome although conservative in the TP.
Comment by
mercedesman on Feb 23, 2024 9:27am
I agree that the TP is highly conservative... probably by design. Their old target of around $4 ( pre-Covid) made more sense. They haven't readjusted for positive results, Euphas2, endpoint in sight, higher probabilities, likely throw-ins, Eden label expansion, etc. MM
Comment by
daviking on Feb 23, 2024 9:46am
"The analyst report would seem to agree that all is done at this point." and he thinks it is worth $1.60 CA?! What games are being played or is the truth finally being told?
Comment by
oilandgasman on Feb 23, 2024 10:22am
Spectral calls it a 2 billion dollar market and the report is giving a 1.60 value? Nothing here fits, that call only made things more murky.
Comment by
oilandgasman on Feb 23, 2024 12:12pm
This post has been removed in accordance with Community Policy
Comment by
Spamme54321 on Feb 23, 2024 12:31pm
Oilandgasbag, What posts? The ones where you take all of managements proclamations as gossip? You go ahead and shill for managements, that all you are good for gasbag. You are probably praying at the alter of MercedesLadyBoy as we speak LOL.
Comment by
oilandgasman on Feb 23, 2024 1:10pm
Take a re-read Then step away from the crack pipe Spammo.
Comment by
Bagelboy74 on Feb 23, 2024 2:23pm
That was a quick party, I see we are back to lump status. Was fun while it lasted. Go Canucks