Post by
canadafan on Oct 03, 2023 3:56pm
Buy-out potential???
ONC culd be a buy-out potential if &only if
1. The future value of Pela combined with an existing pharma drug , will increase the sales of the aquiring hparmas drug.
2. Using NPV ( net present value calcualations) of the potential sales increase, is greater than the required purchase pice.
Meaning, they have to see a business model that makes sense ( & profit growth), incuding all-in costs.
The closer Pela gets to Phase 3 & approval, the larger that NPV number becomes & the lower the risk.
They did mention in the recent chat. The Panc market alone is $1.2 billion/year.
The margins are huge.
What is a $ Billlion/year in sales company worth? Not to mention The MBc , CAR-T & A.N. royalties.
Are for some to grasp. The exsiting trading price of any company has zero to do with its potential Buy-out value.
Look under investopedia ( biotech evaluations)
No deal so far..agreed. Why not?
The sellers & buyers have not yet agreed on a price or terms.Certianly does not mean they never will.
More data will decrease the risk & raise the offer price.
I think they are all on hold until after Goblet.
Roche is already identified as co-therapy in PanCan. Next step is the $$$ side.
Comment by
canadafan on Oct 03, 2023 4:24pm
I do agree not one person has any idea of how much or when ONC will be bought out. I do know however it will be significantly more than $1 Billion
Comment by
fox7mf on Oct 03, 2023 5:23pm
When one foresee's a multi billion dollar buyout, a $2.79 share price won't get you there. Share price matters. Shareholder value matters.
Comment by
Angler101 on Oct 03, 2023 5:37pm
Why fox? ....If you’re going to sell a billion or two worth of product, and I believe oncy has the potential to bring a “revolutionary” change to a wide range of cancer therapies, thus with the potential of selling many multiples of billions, what does it matter whether the sp at the time of buyout is 3 dollars or $5.50?.....honestly?
Comment by
fox7mf on Oct 03, 2023 5:55pm
When was the last time you read about a buyout at 5000% premium? Doesn't happen. Roche BOD & shareholders would never agree to it.
Comment by
venture009 on Oct 03, 2023 6:56pm
Angler that's why they need a catalyst like AA to kick start the sp. Otherwise it will be tough to get the real value. When Coffey was selling the rs he said he wouldn't accept anything below$1.5 billion and they learned a whole lot more since then.
Comment by
Buckhenry on Oct 03, 2023 6:48pm
Unnoteable...one can always find the exception to the rule. It's like taking one sentence out of a report and twisting it to fit your narrative.
Comment by
Buckhenry on Oct 03, 2023 8:47pm
Unnoteable. Name me 20 other companies bought out like that in the last two years and I will be on board with you.
Comment by
Buckhenry on Oct 03, 2023 9:14pm
Always the bridesmaid.... never the bride.
Comment by
Buckhenry on Oct 03, 2023 10:08pm
Unnoteable.... all of your posts are great.... right up to the point nothing happens and the sp continues downward... keep up the good work.
Comment by
Azzak34 on Oct 04, 2023 1:57am
Unbuckable, the yappy little Jack Russel nobody cares about. Give us 17 reasons you have any worth to anyone.
Comment by
Noteable on Oct 04, 2023 10:17am
Not surprisingly, Unbuckeled lacks the lucidity to provide even one reason of his worth.
Comment by
Buckhenry on Oct 04, 2023 10:47am
Looks like we are all worth $1.99 and falling this morning !!!!
Comment by
Azzak34 on Oct 04, 2023 11:02am
$1.99 is your worth everyday and only then because of inflation.
Comment by
Cblifeforms on Oct 04, 2023 11:40am
Drug easy to manufacture and reliable in the effects... investing on this in 2023 is a no brainer at this stock price (I think it loosed something like 98% with inflaction included since beginning 25 years ago). So put some money there and forget: this is my position. Shorts are just crazy people shorting this.