$MREO needs to be monetized once and for all. DSK is a complete shit show of a CEO. There i said it. Engage Centerview and let's be done. There's no reason to retain rights or anything else. These assets should be part of a bigger company.
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Ted Karidis
1.8K posts
Ted Karidis
@TedKaridis
Former HF Executive Do your Due Diligence - Not Investment Advice
US Katılım Aralık 2010
126 Takip Edilen775 Takipçiler
@ej23ny @semodough $MREO My guess she has not been fired is because Rubric must know that a partner has been kept on the sidelines (pending Setru & FDA). Since we didn't officially get it to FDA, she and Rubric can not be that incompetent. It would blow my mind if nothing happens within 90 days.
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@semodough I agree with you Denise should be fired. You know I have been pushing for bronchiectasis studies for long time. $MREO
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$MREO & why has Denise not been fired yet ???
Biotech@ej23ny
$MREO lets go finally the CEO woken up. alvelestat in bronchiectasis indication is finally reality Phase 2b study 250 patients, randomized 1:1:1 to receive one of two alvelestat doses with standard of care or placebo with standard of care. Vs $INSM $XBI $XBI $SER $AZN
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@Heatlamp11 @StephanKlingel1 If I were Emil, I would strong arm Mereo on milestone payments and other things (EU rights) about moving forward. This is Chess no checkers. They can garner an improvement in terms is my guess..With the 2026 FDA, there is no reason not to submit for rare disease like OI.
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$MREO - Setru will get to FDA thanks to CEO Emil of $RARE. Although I am not a fan of DSK, she can not be that incompetent in the face of Rubric and not be working on a deal for Alvelestat. I can not fathom they do not have insight as to where this company will finally end up.. She would not still be CEO.
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$XYZ - Block laying off 50% of workforce (4000 jobs) due to Ai. So it begins. The rise of high paying jobs begin to dissappear in software sector.. This is what will crush the housing market. Think of what happened to Ohio and Detroit when GM shut down plants...
GIF
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@Javier944712106 @36i91 $MREO - Secret program. Disappointing sitting on ass w Alvelestat for 3 years... Maybe its the TIGIT program...🤣🤣
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@Javier944712106 @semodough $MREO is a skeleton organization. Small group 36 employees or so. The process is out of her hands for either drug. No sense in continuing. This should not be an independent company going forward. DSK is not for me so I prefer it gone.
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RUBRIC should be ashamed that they have 4 board seats & Denise has not been removed yet ???
Secular Investor@FeldtInvesting
$MREO A huge dip in institional ownership. Frazier, Northpond, Mangrove, Rock Springs and Janus all reported having sold 100% of their massive positions, which together were 1/4 of the company. If also Adage sold, only Rubric remains from the past giants. Everyone was in only due to Setrusumab. Zero faith in Alavelestat, or in management to recover.
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$MREO Although setback, 2ndary Setru endpoint data ++. $RARE CEO has confirmed not dead. Will resubmit at some point after positive approval angle is calculated due to unmet need. Now probably best time to buy.. 5-10x if this occurs.
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@Heatlamp11 @manix_2018 And that firm would be Centerview. They are the hot dealmaker in HC
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@manix_2018 @TedKaridis I would like to see MREO send a subtle message, like, "hire a high-powered pharma litigator for consultation on existing collaborations/contracts."
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$MREO: The FDA's BMD path for approval change was in discussion for months. $RARE knew it was coming Regardless, Setru blows away biphos. & with no SOC. This will be over $2.00 by BLA submission. Everyone knows this including the tutes. My guess, Rubric will push 4 a sale B4.
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@Heatlamp11 My guess is Rubric was waiting for Setru results, I would have guessed someone wanted the EU/UK rights and Alvelestat all in one. I was thinking NVS but who knows...
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$MREO - Gloves are off w DSK & Rubric now must wait for $RARE to go to FDA. I expect Rubric will pressure for a monetization. My guess, a sale + CVR in 2026. Unless DSK has a blckbstr deal on table. MREO will be no more. Dreams of commercial org w sales force do not make sense.
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@ej23ny $MREO DSK needs at least $5.00 given all her stock options. Not sure why Alvelestat deal has not been done especially when Inhibrix did a $1.7B deal....
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$MREO nothing less then $5
$10 price target looks unrealistic for most
Setru potentially commercialized in 2027. Anything is possible
$CRVS congrats to long rise it from $2 to $26 less then 2 years based on phase 1 data. Long way to commercialization etc at least 3 trials
Ted Karidis@TedKaridis
$MREO - Gloves are off w DSK & Rubric now must wait for $RARE to go to FDA. I expect Rubric will pressure for a monetization. My guess, a sale + CVR in 2026. Unless DSK has a blckbstr deal on table. MREO will be no more. Dreams of commercial org w sales force do not make sense.
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@carrega23 @Heatlamp11 $MREO : $RGLS -sold a P3 ready drug for Kidney disease for $700m plus a $700m CVR if their kidney drug gets approved. Total $1.4B. Setru would fit that mold. This puts price at $9.00 per share. It all depends on what Alvelstat is worth also. Street values it at $0.00 until deal
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@Heatlamp11 @TedKaridis Without a commercialized drug everything is speculation.
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@carrega23 Osteo is millions of millions of patients. Lower price points but $billions either way..
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@carrega23 Pretty sure these $mreo setru BMD results are better than anything I've seen before. Not 100% sure though.
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@TedKaridis Have the ran data on Setr versus the SOC in the osteo market ? It would be interesting to see .
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@ej23ny You cant blame her for the Setru missing endpoint. But, Alvelestat, TIGIT. She missed the boat on lucrative times to raise funds at super rich valuations. Hopefully Alvel gets done. Either way, i wouldn't miss her if she was replaced..
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$MREO - All the good things will happen once the BOD and DSK get a ton of new options based on this $0.60 stock price... Its been pretty standard the last 4 years...
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