$ABVX Some pre transaction housekeeping with Mr. Scherrer from the 20-F subsequent events?
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Third Coast Investment Partners
203 posts
@wyv_123 I wouldn't mind some shares either. Maybe Marc wants some shares in any deal to defer capital gains taxes too. As long as it's floating exchange
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@thirdcoastip I'd need need 10-20% more in TAK stock but that would work.
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$ABVX Unlikely but can Christophe Webb do another Frenchman a solid before his last day at $TAK😂. He likes to take big swings and Entyvio LOE 27 and 28. 🤷♂️. I'll take €15B cash and €5B CVR for that €20B headliner. Marc be the GOAT and return your new CCO to Takeda
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@SaintEquitie False alarm! Good catch. Was getting hopes up
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$ABVX Great catch! I can think of one reason why the earnings event got pulled. And I also see N307EL sitting in London all weekend and I hope those bankers had a shitty weekend 😂
Yahu Capital@YahuCapital
$ABVX Today’s earnings report has been removed in the “Events” section of ABVX’ IR website.
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@Octopusking77 Disagree. But that's what makes a market. Buyers don't want to wait and Marc should risk share or he risks being a two-time loser capturing the value of a company in M&A
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@thirdcoastip Marc has till mid Q2 2027 to sell for his compensation clause to accelerate, no need to rush before maintenance
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$ABVX Marc, Marc, Marc Take 15B Euros cash and 3B Euros CVR. 1.5B Euro CVR for maintenance and another 1.5B Euro for Crohns. You don't need to work all year buddy 😂
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@basadomente yes. kool aid overflowing . Marc's got to risk share this and take the win or he risks a problem and becomes a two time in a row fuck up on M&A as his tombstone
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@thirdcoastip this would be a fine offer. plenty of risk remains in launch execution and crohn's could be huge, or not. big pharma needs to eat too. but ... sometimes you start projecting and making fancy slides and the kool aid tastes too good ...
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@Octopusking77 Maybe so, but prudent move is risk share that and take the bid now.
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@thirdcoastip I don't want Crohn to be discounted, its truely* a blockbuster
*to be confirmed
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@Octopusking77 That's like $21B! if it all hits. Good grief, what multiple do you want on peak sales. lol.
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@TimCarmichael3 I own shares and shares only. My point stands, stand alone is pretense. It's bullshit. Company will sell. The faster the better. Every buyer knows the playbook. You really think BP says omg they hired a CCO they must be serious so I better come with a better offer. lol
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$ABVX such nonsense. They hire ONE PERSON — not a big deal AT ALL. His job is to put in a sales/marketing sales plan in place. If the company does not get an adequate offer you plan on going through the required buildout— sales team, hiring manufacturing capabilities, marketing team.
It’s far easier for BigBioPharma to buy at a premium and drop approved products into their portfolio—where they already have these items in place.
$ABVX can afford to wait for a premium that they find attractive.
This is all part of the M&A gamesmanship that goes on in deal making. Chillax —$ABVX is worth a good bit more for sure. If you’re playing stock options to be a hero —good luck💥💥💥
Third Coast Investment Partners@thirdcoastip
$ABVX I’m sure it’s info just passed on but it’s honestly ridiculous. Hiring a CCO 9 months before filing is real late and dilution after maintenance when the alternative is M&A premium laughable. BP can accelerate all of this. It’s BS
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@biotech_jack Fine by me! At the least the threat of this can sharpen a LLY offer too
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@thirdcoastip Garijo is known for aggressive, value-enhancing M&A. A "welcome deal" of this magnitude would cement Sanofi's status as a national champion.
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$ABVX Forgot about 3/23 "deadline" and look at it this way -- Marc to LLY right now: AZN has my data room until March 23. 90% DSMB all good. Garijo takes Sanofi's chair April 29. French buyer. No FDI. 60-day close. €15B was a cute opening bid. Call me with your best #, cough 19B
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@PickingMyOwn Even with shares my concern is Marc fucks it up like Cincor. The window is now.
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@thsgolfnut @bioadvo I doubt very much it sells Monday. It sells when it sells but they aren’t going it alone. That would be incredibly stupid if the objective is maximize NPV on this drug. BP can accelerate the whole process and max the patent window way better
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@thirdcoastip @bioadvo But you agree this feels like last minute posturing into monday?
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$ABVX I’m sure it’s info just passed on but it’s honestly ridiculous. Hiring a CCO 9 months before filing is real late and dilution after maintenance when the alternative is M&A premium laughable. BP can accelerate all of this. It’s BS
Seedy19@seedy19tron
$ABVX mgmt in 1:1s: • CCO hire to be announced on Monday in the earnings PR • Expect to raise post-maint • Not happy with La Lettre; have requested them to stop • Bullish tone re: maint data, but setting a modest bar Still one of the best names with an incredible asset. I’m glad they’re insulating themselves with commercialisation prep, just in case they have to go at it alone.
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@thsgolfnut @bioadvo I’m still laughing at the idea they called up La Lettre and asked them to stop. Broke the BS meter
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@thirdcoastip @bioadvo 48-72hrs of azn buy us at these terms, or hiring a cco ?
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@thirdcoastip I don't think hiring a CCO nearly 2 years before launch is particularly late.
And the dilution is what it is...the buyer will just have to pay for the cash.
But hopefully you're right....just posturing.
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@RawbarDestro X tough guys 😂😂😂😂. Say it to my face pal
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