Personally, I feel Merck acquiring Immune Design i
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Posted On: 02/23/2019 11:42:46 AM
Personally, I feel Merck acquiring Immune Design is unique to itself and places no correlation to a current or future value of NGIO.
ADXS has a collaboration with Merk. And their market valuation isn’t near that amount (300 mm). Immune Design has other partnerships as well, and NGIO still needs to complete their open label study to advance to a more truer partnership.
All that aside, it appears we may see some type of merger involving NGIO plus acquiring IP from a high profile research group or something- which I’ll still guess is the Mayo Clinic (Knutson) and perhaps something to do with the old Tappimune (Markers). I may be way off. And a collaborator on neoantigens, per the Gnbt press release for this pending Cc, which I’ll guess is with Neon Therapeutics. (My speculative guesses are simply based on a slide that mentioned these companies.)
So NGIO should wind up with a deeper pipeline than ADXS and Immune Design, eventually garner a similar partnership with Merk, and if NGIO is involved with a merger to go public than all that comes into play in placing value on a spin-off.
There’s so much info to yet get during the CC. I just personally don’t see any way to base valuation on a buy out of ID. Mainly because Merk has numerous collaborations that don’t place similar value on these companies and Merk doesn’t buy them all, and they’d all have different buy out values based on complexity unique metrics.
ADXS has a collaboration with Merk. And their market valuation isn’t near that amount (300 mm). Immune Design has other partnerships as well, and NGIO still needs to complete their open label study to advance to a more truer partnership.
All that aside, it appears we may see some type of merger involving NGIO plus acquiring IP from a high profile research group or something- which I’ll still guess is the Mayo Clinic (Knutson) and perhaps something to do with the old Tappimune (Markers). I may be way off. And a collaborator on neoantigens, per the Gnbt press release for this pending Cc, which I’ll guess is with Neon Therapeutics. (My speculative guesses are simply based on a slide that mentioned these companies.)
So NGIO should wind up with a deeper pipeline than ADXS and Immune Design, eventually garner a similar partnership with Merk, and if NGIO is involved with a merger to go public than all that comes into play in placing value on a spin-off.
There’s so much info to yet get during the CC. I just personally don’t see any way to base valuation on a buy out of ID. Mainly because Merk has numerous collaborations that don’t place similar value on these companies and Merk doesn’t buy them all, and they’d all have different buy out values based on complexity unique metrics.
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