@ohm and @hulk... Damn, that's funny. Nice work.
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Posted On: 10/24/2019 1:12:04 PM
@ohm and @hulk... Damn, that's funny. Nice work.
10/24... but I didn't expect a PR today even if NP hit the mark. Particularly with the comment yesterday about all of the possible partners with earnings coming up, I expect that even if it's currently signed the PR will probably be held (within SEC limits) to align with the parter's preferred PR timing.
Thoughts while we wait. A few folks mentioned RGEN yesterday. Anyone take a look at their stable of drugs?
- mostly monoclonal antibodies
- most (maybe all?) injectables
- two oncology drugs (including one colorectal cancer indication)
- one PD-1 checkpoint inhibitor
Well. That sounds like a fit. Not to mention they're in NYC, where NP has spent a good bit of time. And the street has openly questioned their R&D lately. And they have big sellers about to face biosimilar/generic competition. And they had $4.5b cash equivalents on balance sheet at year-end 2018. Color me an optimist and call that my guess.
If NP gets this deal signed in a timely manner with REGN or the like, kudos to him. I'll always question the strategic financing decisions that got us to this point, but would absolutely applaud the outcome. Then I'll just have to hope that the deal was negotiated with one of the goals in mind being immediately taking out the note holders.
Let's all hope that this theory is more prescient that my last one before the CC.
10/24... but I didn't expect a PR today even if NP hit the mark. Particularly with the comment yesterday about all of the possible partners with earnings coming up, I expect that even if it's currently signed the PR will probably be held (within SEC limits) to align with the parter's preferred PR timing.
Thoughts while we wait. A few folks mentioned RGEN yesterday. Anyone take a look at their stable of drugs?
- mostly monoclonal antibodies
- most (maybe all?) injectables
- two oncology drugs (including one colorectal cancer indication)
- one PD-1 checkpoint inhibitor
Well. That sounds like a fit. Not to mention they're in NYC, where NP has spent a good bit of time. And the street has openly questioned their R&D lately. And they have big sellers about to face biosimilar/generic competition. And they had $4.5b cash equivalents on balance sheet at year-end 2018. Color me an optimist and call that my guess.
If NP gets this deal signed in a timely manner with REGN or the like, kudos to him. I'll always question the strategic financing decisions that got us to this point, but would absolutely applaud the outcome. Then I'll just have to hope that the deal was negotiated with one of the goals in mind being immediately taking out the note holders.
Let's all hope that this theory is more prescient that my last one before the CC.
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