Massimo
58 posts
Massimo
@MassimoSTU
Searching for sexy liquidations
Hawaii, USA Katılım Eylül 2023
31 Takip Edilen32 Takipçiler
Nice news from $ANEB - 3.50 US$ per share if you own less than 2.500 (or more shares depending on ownership calculations).
That are investments I like, was able to buy below 3 US$, makes a nice present for my girlfriend lol
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$GLPG EcoR1 buying here since the news is out that they will stop their spin-off and looking for strategic alternatives for their cell-therapy business.
EcoR1 or Nodelman also part of the $GLPG Board so involved in all steps going forward. Strong signal here. Chart is curling up last days.
AnotherBioInvestor@AnotherBio
$GLPG The mother of all cash-turds going full strategic alternatives today. cell-therapy will be dumped, market saw this as a zero. Effectively saving 300-500 mln€ from incineration or 4,55 to 7,50€ per share (vs stock up 1.44€). I bought into market open, still attractive in 24s imo. net cash of ~44€ per share as of year-end. Above-average discount warranted by Gilead agreement, but I think this is too much. Outcome will heavily depend on management of $GILD agreement though. EcoR1 with BoD-seat, Tang also involved.
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@Lord_of_Biotech This makes me remember Freeline Therapeutics, very similiar setup with the same backup (syncona) , guess syncona pressuring them - is it a buy for you at these levels ?
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That took long for $ACHL to realize that their asset is not worth the money... Finally announced SA today.
Lord_of_Biotechs@Lord_of_Biotech
So which cash rich Bio Stock is the next one? $BOLT $SEER $SPRB $ACHL?
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@Lord_of_Biotech @BioStocks Thanks for sharing, what are one of your most interesting picks for biotech currently with a negative EV ?
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I am not the only one bullish for Bios. Janus Henderson is sharing my vision for the next 12 months after the first rate cuts.
fundselectorasia.com/janus-henderso…
H/t @BioStocks
Lord_of_Biotechs@Lord_of_Biotech
No matter what $NDX or $SPX are doing in short term - I still think that an environement with falling rates and a big LOE situation at big pharma is a best case scenario for $XBI.
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@Lord_of_Biotech Thanks a lot , I really appreciate the answer and I also think $GLTO is a very good C/R ratio play. I really look forward to your other similiar plays
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Massimo retweetledi
@MassimoSTU I think it’s important that their share structure is clean and they have some assets on top for a CVR and/or outlicensing against some upfront. With that market cap they do not need much cash inflow to bring shareholders a good payout.
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@Lord_of_Biotech With a market cap of 15 and cash of 23 and they somehow spending 1 mln per one cut person if they fire the rest they would end up at 19 mln , plus the assets. Is this correct ?
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@Lord_of_Biotech Thanks for pointing out, to estimate a floor what would be the range for liquidation costs ? So we can deduct it from the 0.12 cents ?
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It is interesting to note that before the downlisting an investor, Yair Schneid, I do not know this guy, an bought almost 30% of Galera via several constructs. I think the guy already knew some pieces from the possible litigation.
I am long
(6/6)
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$GRTX has already postponed a court date in order to reach an amicable agreement with Altira. The background to this is an incorrect statistical evaluation of Altira Health as a CRO as part of $GRTX "Roman" trial from 2023.
(1/5)
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Previsiblemente mañana #Naturgy abrirá con un gap a la baja. Mi duda es de cuánto...Veremos si CVC y GIP, los fondos que quieren salir, ceden y acuerdan una venta por un precio muy superior a cuando entraron (19 euros y 16 euros).
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@its_interest1ng @streetfighthard Straight to jail do not pass go do not collect 200
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Man beats up his 19 year old friend after he slept with his mom
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@BrianLorraine1 Because this pr is a god damn scam, there is no offer
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Unless $VNDA sees a very clear path to turn the business around, why you wouldn't take $7.50 is beyond me. Clearly the market thinks very little of their prospects since the company trades at a significantly negative EV.
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@monaco_biotech Company is now trading at cash 433 mln in equity - 100 mln in wind down costs = 333 mln net cash value
Current sp: 5$ * 67 mln shares = 335 mln
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@MassimoSTU @Lord_of_Biotech Only if you are 100 % sure you would get $0,63.
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Bam! $KNTE with 31 Mio. US$ asset sale agreement. Benefitting recent $KNTE shareholder (Money ogoes into CVR)
In addition 5 mio. US$ trade payables will move to the acquiror.
Upper range for the transaction has now a decent possibilty.
Lord_of_Biotechs@Lord_of_Biotech
Kinnate Biopharma Inc. Enters into Agreement to be Acquired by XOMA Corporation for Between $2.3352 and $2.5879 Per Share in Cash, Plus One Contingent Value Right per Share. -> Should be trading over 2.50$. CVR is not without value here
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@monaco_biotech Are you in this one ?
I think this is very positive indicator for there full approval in the us and now they got a second market europe
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$TVTX
CSL Vifor and Travere Therapeutics announce sparsentan receives positive CHMP opinion for the treatm... - TVTX • BioPharmCatalyst biopharmcatalyst.com/company/TVTX/n…
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