more_gains
Posted - 23 hours ago
1. $PBYI pays Pfizer (Wyeth parent) ~15% royalty rt for WW exclusive patent licenses (incl '314 and '162), meaning they keep ~85% of revenue. 2. $pbyi initiated the suit (implies they knew they would get something) and has contractual rights to recover monetary damages from Pfizer on any award. 3. Why wouldn't pbyi's recovery rate be ~85% (royalty rt paid on infringement awards the same as paid for use)? 4. $107.5M verdict x ~85% recovery = $91M to pbyi 48M sh = +$1.90/pbyi sh $4.10 pbyi pre-verdict 5. $PBYI ~$6 now (plus value on future royalty litigation)? Shout out if dis/agree or drop a question to Puma's IR to elaborate on the recovery rate to Puma on the jury award: (424) 248-6500 [email protected] [email protected] PBYI 2023 10-K showing royalty rt 'low to mid teens' for Pfizer license (meaning PBYI keeps ~85% of revenue) 3/19/24 press release saying 'contractual rights to recovery damages from AstraZeneca in license agreement with Pfizer' (repeated in 5/17/24 release)
Jonnyking
Posted - 23 hours ago
$PBYI Not sure why AZN decided to go for a lawsuit trial... They should have listened to me, buying PBYI for 1b to settle the lawsuit... Now they are losing 107m up front(damage before December 2023) and more is coming. The royalty from Tagarisso due to patent violation will be way significant more than 107m.. We should be able to know the percentage of royalty we can collect from AZN.... I will all in next Monday at 4 dollars.... Thanks a lots, short sellers... 5 dollars is the minimum price without winning lawsuit... So, I think we are going to trade at 10 very soon... What a great week
US_Bull
Posted - 1 day ago
$PBYI Astra is scheduled in June for additional defenses for invalidation of the two patents but doubt they will succeed. Question is how much of the 108 million goes to Puma for damages and additional royalty and damages for the remainder of the patent lives
US_Bull
Posted - 1 day ago
$PBYI How this company has not been BO yet is beyond so primes especially now with the litigation and favorable ruling Auerbach sold previous company same will happen here buying more in weakness monday
Richkid
Posted - 1 day ago
$PBYI @Jonnyking fuck man. I just sold 40 contracts today.. for $0.20 cents premium. This shit better not go more than $7.50 between now and June 21st. It’s all good though. I have 16k shares left.
Jonnyking
Posted - 1 day ago
$PBYI Alan got very excited...."The Court has scheduled a bench trial for June 17-18 and 20, 2024 on AstraZeneca’s remaining equitable defenses of unclean hands, patent misuse, and indefiniteness", unclean hands..., lol, I do think we are definitely close to an end by sometime in June. Alan should now lay off all R&D team, leaving only the sales team, we can gain at least 100m net profit from the rest of the revenue from Neratinib, combining the 200m(my speculation) from AZN, we are sit at 14-16 dollars a share comfortably...
Jonnyking
Posted - 1 day ago
$PBYI "PBYI is an exclusive licensee of the '314 and '162 patents under the Pfizer Agreement." Wyeth owns the patents, but it was licensed to PBYI. The damage before 12/31/2023 is 107.5m, they are going to talk about the percentage of royalty after. This is a clear win for PBYI, I do believe majority of the damage will goes to PBYI, PBYI and Pfizer should have agreement while licensed the patent, they should have a percentage ratio, just like Neratinib, PBYI pay royalty to pfizer I think we should be able to see how much royalty we can collect from Tagarisso, the revenue is over 7b this year.... I personally believe we can gain at least 200m, that is like 4 dollars a share right there...So, we are winning,..
Jonnyking
Posted - 1 day ago
$PBYI "Further proceedings in the case will be scheduled before the Court to determine the appropriate royalty rate to be applied through the remainder of the term of the patents." 107.5m is paid for the damage till 12/31/2023, more is coming after...So, we are gaining something... 100m at the very least, IMHO....
Jonnyking
Posted - 1 day ago
$PBYI Damaging is about 107.5m before December 31 2023 and more might coming after as well.. I believe PBYI and Wyth co-own patent 314 and 162, thus we should get something, 50m, 60m.. let's wait till Alan release an remark The point is we did win the case, not significantly, but it is a win. The infringement is confirmed, but willful infringement https://storage.courtlistener.com/recap/gov.uscourts.ded.76587/gov.uscourts.ded.76587.457.0.pdf
US_Bull
Posted - 1 day ago
$PBYI Yeah they are covering AH
Gius_me
Posted - 1 day ago
$PBYI oh ok, I did read it. So Wyeth won 107 mln. What does it mean for us? May we recover trial lawyers costs? Or can we get part of the amount?
Gius_me
Posted - 1 day ago
$PBYI I’m so sorry guys, i cannot open it. May someone copy paste the content or one important paragraph? 🙏🥹
US_Bull
Posted - 1 day ago
$PBYI OPEX today will be up next week.
_www_larval_com_
Posted - 1 day ago
$CTNT 8%[44%] $TUP 7%[36%] $XIN -6%[32%] $PBYI -4%[-7%] $SWIN 3%[23%] most notable movement into the final minutes of trading.
Jonnyking
Posted - 1 day ago
$PBYI lol....... 4.1 to 4.97 in 2 minute, and down to 4.1 again... if this is not manipulations....
StockRedBaron
Posted - 1 day ago
$PBYI C'mon on that news!!!
US_Bull
Posted - 1 day ago
$PBYI In with 3930 shares that spike there is something behind it on large volume
Unicorn2020
Posted - 1 day ago
$PBYI Bought 20K shares @ $4.12 today. Now I'm bullish, y'all. LOL.
fastmoneytraderz
Posted - 1 day ago
shorted $PBYI 4.75 covered 4.44
Jonnyking
Posted - 1 day ago
$PBYI Bought 5000 shares overall today between 4.1 to 4.2... sold 50 June 5 dollars calls for 75 each...average about 3.5... if called away by june, a nice 7.5k profit right there... I have enough free shares for 10 dollars a share...
VrtcIl
Posted - 1 day ago
How much more potential do you see on $PBYI? 5? 8? 11? Look for key indicators such as trend strength, support and resistance levels, and potential breakout or reversal patterns. Price: 4.8 Float: 37.1M Short Float: 8.8 % 💰 Dollar Volume: 325.9K ℹ️ USA | Biotechnology
MOMOPro
Posted - 1 day ago
Should be hitting slower scanners soon in next 3 min or so. $PBYI
MOMOPro
Posted - 1 day ago
$PBYI nice spikey... huge short interest.
mauriz
Posted - 1 day ago
$PBYI WTF!
Jonnyking
Posted - 1 day ago
$PBYI pure manipulation....
Jonnyking
Posted - 1 day ago
$PBYI "ORAL ORDER: On or before June 4, 2024, the respective parties are hereby instructed to submit a joint status report. A 3-day Bench Trial has been scheduled to begin June 17, 2024, at 9:30 a.m. CST in Chicago, Illinois. Ordered by Judge Matthew F Kennelly on 05/16/2024. (vfm)"
Jonnyking
Posted - 2 days ago
$PBYI on the one hand, they pin the price down significantly, on the second hand they bought all the 5 dollars calls expires next month for 75 dollars a piece....just impressive bunch of manipulators... Bought 2000 more shares today and sold 20 calls, my average is 3.5 or less for those shares bought today, if those shares is bought by them, I still have over 3k profit...
Cinderella74
Posted - 2 days ago
$PBYI weak as always.
