Post by
canadafan on May 29, 2024 10:04pm
Buy out talk. Time…
Clearly Roche is a prime candidate to buyout oncolytics biotech.
They have been in Gobblet with both feet.
Now with a new expanded cohurt....yet another phase 3 opportunity.
Being MBc ( Roche not much interst) , pancreatic cancer ( co- therapy with Roche & possibly of being a blockbuster tretment), most recent anal cancer co therapy , again with Roche.
They do still have in the background CAR-T applications & trials.
Also a tripple neg trial with Incyte,
one thing they have done is later focused on the most favourable outcomes & quickest route to market.
again back to Gobblet & Roche.
pfizer is still in the game awaiting the O.S. Results from the Aware- 1 trial.
i do not know enough about the potential sales of the panc or anal.
however it was sumized quite a while ago, thst MBc alone is a $5 billion/ year market.
back to my timlines a few days ago.
this quarter, we are told to expect 3-4 updates.
In importance being whar the FDA has to say regarding MBc.
followed by the CGAR trial details.
Even low balling, one of the 3 makes Onc a $ billion company.
that being before phase 3 is mid way.
I'd say, with some good news out of FDA & CGAR updates , a biuyout would make sense.
let Roche carry the ball across the finish line.
My guess ( assuming the mentioned updates)3 $billion to $5 billion.
noteable has given ample examples iof buyouts for much more, with pharmas offering much less.
The day traders, shorters & A.I. Followers , getting all excited over a few dimes, regrettably have no idea of the potential.
yup, each billion represents about $12usd/ share.
save the low SP argument.
look up investopedia , under micro pharma evaluations,
pall to do with future potential outcomes frrom the product, for the aquiring company.
many layers to that question.
including new patents in co- theraoy treatments.
Anyhow end of June is " this quarter"...
news ?
FDA first, then CGAR, then either a partneship or buyout.
im not promising, for those who like to miss quote me & take out if context.
im saying, that is possible & that fast.
All the negotiations coukd be in progress, pending solid FDA outcomes.
Comment by
Lesalpes29 on May 30, 2024 8:05am
We probably be at the best position ever. Value creation is the goal since Matt said it 2 or 3 year ago! Let the real game begin this time. Let's go Matt, don't be too greedy and think to CFan the most friendly poster here! GL
Comment by
CaseyL on May 30, 2024 8:52am
I certainly hope to be delighted soon. I've been beaten down quite badly this year. Any positive news and three dollars in the share price would have me uplifted immensely.
Comment by
Buckhenry on May 30, 2024 11:54am
I sure hope the pumpers are right this time.... however... they would find some Rosie to say if a nuclear missile strike was imminent.