BioStockMD
50 posts
$LEGN Buyout leak ? Huge move from $17 .. and still 2-3X upside from here; $JNJ news 🔜 ?
BioStockMD@Dok__Tok
$LEGN They're finding it .. expect a big premium $JNJ buyout this year . Fair price may be $40-$45
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$LEGN They're finding it .. expect a big premium $JNJ buyout this year .
Fair price may be $40-$45
BioStockMD@Dok__Tok
$LEGN Likely next buyout 🔜 after $DAWN $APLS $SLNO
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BioStockMD รีทวีตแล้ว
BioStockMD รีทวีตแล้ว
$LEGN $JNJ Carvykti sales totaled $597 million in Q1, up 61.8% year-on-year and 7.6% quarter-on-quarter. 🟥
P.S. I'm not taking into account the clinical data on Carvykti that I expect in the third quarter, but if we only consider sales of this CAR-T therapy, J&J is obliged to buy out Legend.
ALLKA Research@ALLKAResearch
$LEGN $IBB Carvykti sales totaled $555 million in Q4, up 66.2% year-on-year and 5.9% quarter-on-quarter. P.S. I also continue to increase my stake in Legend Biotech.
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$APLS ✔️
$SLNO ✔️
$LEGN Is likely the most obvious buyout scenario - street snoozing on this one
$35-$40 likely 🏷️
BioStockMD@Dok__Tok
$APLS ✔️➡️ $BIIB (Syfovre) $SLNO ➡️ $NVO? (Vykat) $LEGN ➡️ $JNJ (Carvykti) Likely 🔜
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$SLNO seems lot sooner than Q4
BioStockMD@Dok__Tok
$SLNO Surprised isn't spiking hard on $AARD Whiff .. makes M&A by Q4 highly likely
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$APLS ✔️
$SLNO ✔️ 💥
$LEGN NEXT 💥
BioStockMD@Dok__Tok
$APLS ✔️➡️ $BIIB (Syfovre) $SLNO ➡️ $NVO? (Vykat) $LEGN ➡️ $JNJ (Carvykti) Likely 🔜
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They found $SLNO $30 ↗️ $40
Yet to find $LEGN $17↗️...
BioStockMD@Dok__Tok
$APLS ✔️➡️ $BIIB (Syfovre) $SLNO ➡️ $NVO? (Vykat) $LEGN ➡️ $JNJ (Carvykti) Likely 🔜
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BioStockMD รีทวีตแล้ว
$SLNO not sure there is more immediate accretive deal out there for bigger #Biotech/Pharma ???
Seedy19@seedy19tron
Now look at the last 18 months , record M&A numbers for a fund. Dont sleep on $slno another Behzad name that could just go boom any day like the rest over the last few months
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BioStockMD รีทวีตแล้ว
Now look at the last 18 months , record M&A numbers for a fund. Dont sleep on $slno another Behzad name that could just go boom any day like the rest over the last few months
LameKarma@lame_karma
$CNTA $APLS (top 2 positions), $TERN buyout for Avoro. That team is on fire! @seedy19tron
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@NightOwlBiotech $LEGN ➡️ $JNJ using this multiple should be $45
$APLS $DAWN
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It appears $APLS acquisition by $BIIB was priced at 0.36X 10-year analyst consensus which is consistent with peers @ 0.30 - 0.39X. Other M&A candidates;
$PRGS
$MDGL (high dilution)
$BCRX
$PEN $ASND
$SNDX $IOVA $URGN $NUVB
$XBI $IBB
Others? $INSM $BBIO $IONS $AXSM $CYTK $ARWR
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$APLS ✔️➡️ $BIIB (Syfovre)
$SLNO ➡️ $NVO? (Vykat)
$LEGN ➡️ $JNJ (Carvykti)
Likely 🔜
BioStockMD@Dok__Tok
$XBI do we see a Labor Day bio buyout $TRVI ? $APLS ? Any other likely candidates ?
Čeština
BioStockMD รีทวีตแล้ว
$SLNO 7 year analyst consensus revenue ests v mgmt/BOD prepared 7 year revenue forecasts of 10 peer comm'l-stage bios acquired within 15 months of approval. It's exactly 1 year for SLNO
Analysts forecast SLNO will outsell $RETA ? $VRNA
$DAWN EV last summer = $100MM
$XBI $IBB
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$ZVRA $SLNO $ABVX all had betaville M&A rumors last yea;
Could resurface next after $MRK $TERN deal.
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BioStockMD รีทวีตแล้ว
$slno VYKAT pts During the Q3 2025 CC, mngt confirmed that despite a drop in new patient start forms and higher discontinuations, many patients have resumed treatment because withdrawal of the drug leads to a rapid return of Prader-Willi Syndrome (PWS) and hyperphagia.
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