sempiternal1
Posted - 1 month ago
$ARDX A double indication drug with large TAMs is pretty unusual. It’s even more unusual for it to still be owned by a small pharma. Maximum value for buyouts are generally at <12 months from last approval. I think this company has a better shot than most to get one in the next 6 months. Similar to $MYOV $ALBO. Also, X excitement will drive sp into earnings I imagine.
Overall, I would love to see the bundling issue completely removed (75% chance per RJ report) but dialysis is a margin thin business. My guess is the new hire was brought in to negotiate around this issue and pitch on value as if bundling won’t happen. It’s better to let this ticker go at $16-$20 then let the full picture come into view. You start to run into patent life questions, length of full revenue, DCF gets smaller, etc. Sell big pharma on the dream now and let them fight out the details
GL to all.
LMXPERTEN
Posted - 02/06/24
$ALBO CVR at risk. Study estimated completion date 2026-07-31. CVR eligible if approval of drug for BA 2027-12-31.
Usual approval time from final patient is 12 months+. So just 16 months. No room for more delay.
LongLongStock
Posted - 01/10/24
@LMXPERTEN @valueforme looking back $albo 42 dollars plus 10 dollars cvr might not be so bad, but I don’t know if we will get the cvr
GXD_InBioTechHell
Posted - 12/15/23
@Krillionaire I really thought back in the day when we were battling with $ALBO that we would be bought out. Then I’m thinking these guys are going for broke and gonna be a stand alone. Pleasantly surprised
STCKPRO
Posted - 12/14/23
$ALBO NEW ARTICLE : Albireo Energy Sees Buildings in a Different Way as it Unveils New Brand Identity https://www.stck.pro/news/ALBO/70266488/
LongLongStock
Posted - 4 months ago
@txmdgod @nosoul777 @CH_Expat I agree 2b seeems reasonable. $ALBo got bought out for 1b I think the profile is pretty similar , I would be happy with 2B atm. I think $ALBo were undervalued and hurt shareholders
nosoul777
Posted - 4 months ago
@CH_Expat I was in $ALBO as well and honestly thought $MIRM would go first (until they bought out another smaller company). Imo, $MIRM is undervalued at this SP (by about half) and is a great, low risk (for biotech) investment. As always, this is not investment advice. Please do your own DD.
D0C_H0LLIDAY
Posted - 11/30/23
$XFOR I've had positions in $AIMT $GBT $ALBO before buyouts
As @stealin_your_thunder said... This has all the hallmarks of the above companies.
Rare disease, simple therapies/medicines, excellent C-Suite with direct ties to big pharma
Neutropenia is one of the most deadly obstacles chemo patients face while undergoing treatment. This stock could be a pick and shovel cancer/chemo play down the line.
nosoul777
Posted - 11/30/23
$IMGN gosh, I love it when I'm right! Number 5 for me in the past year-ish. $MYOV, $PRVB, $SPPI, $ALBO and now $IMGN. I wish I had more money in here right now, but I'll take a win wherever I get it these days. 🙂
CarefulThoughts
Posted - 11/17/23
$AMLX This now reminds me of $ALBO when it fell to $16 on over-bearishness, and then got taken out at $40 +. Huge block trade tonight in after hours also indicative of reversal. In addition, Goldman Sachs report outlines 60 to 70% probablility of succesful Phase 3 results which would lead to $1B + is annual peak sales. And even if not the greatest results, but with a p around 0.10, highly likely company still generates around $500-600M in peak sales and $2-3 annually in profit $7 - 9 annually eventually. Plus current cash over $5 in share, this stock has overshot on the downside more than it should have, and should easily trade around $20 in the bear case, and bull case is $40 to $60. If I were Bigoen or other Big Phrama, the risk-reward, cash on hand, revenues and pipeline would entice me to buy this out if company accepts, around $1.5 to $2B which is $22 to $30. And this would be paying for the bear case, while I have huge upside and synergies with my salesforce, etc. Strong Buy--
TickerDD_com
Posted - 10/27/23
$ALBO Short Interest for the 2-Week Period ending on 28-Feb-2023 #ALBO #shortinterest #shortsqueeze #ALBOPrice https://www.youtube.com/watch?v=aXHlGTrY8Nc
GXD_InBioTechHell
Posted - 10/19/23
@Krillionaire well I mean….everything is a BO candidate if they’re doing well. And the acquisitions pay for themselves quickly. I think folks were looking for BO after $ALBO hot bought. These data in the next two months will be important. So I guess we’ll see.
nosoul777
Posted - 7 months ago
$AUPH long time lurker, first time posting. I've been involved in 4 BOs in the past 12mo ($MYOV, $ALBO, $SPPI, and $PRVB) and this stock follows none of them. Sure, there's an occasional comparison that can be made, but this is in a league of its own as far as the crazy goes. I never really realized how much the CEO mattered. Now I know, and I will pay much closer attention to this in future investments.
LongLongStock
Posted - 09/12/23
$MIRM $ALBO were bought out at 952 Million + 182 Million worth of CVR $MIRM market cap is now 1.16 billion. How much do you think $ALBO were undersold for; do you think $MIRM is worth 2 billion dollars - $54 dollars if they are being buyout now?
4riches
Posted - 7 months ago
$ALBO well allagile approved
For ipsen
mackinvestor
Posted - 06/30/23
$RIGL Ok @DBales26 I’ll take you up on your offer of an informed debate. At the doc’s office right now and have to run some errands. But I’ll be back. Something to ponder: were Raul’s and the BoD’s massive, years of cumulative option grants…did BP say no way on those in Feb 2021 when Rigel partnered instead of selling? By the way, $CINC and $ALBO didn’t disclose offers which they passed up prior to the 2022 bio meltdown.
STCKPRO
Posted - 06/29/23
$ALBO NEW ARTICLE : Albireo Energy Publishes 2022 ESG Report https://www.stck.pro/news/ALBO/54479865/
BioTrade2
Posted - 05/10/23
@paperjam One of the few that worked out well. Look at $ALBO and $CINC two recent examples where the management turned out a higher offer just a year earlier. This is a different market
Keef71
Posted - 04/20/23
$ADTX NEXT LEG UP $AUPH $ALBO $VKTX
rswarrenrs
Posted - 04/18/23
@createrrit I was long ALBO with him and it was like he doubled every day. By his posts he already owned $ALBO before the buyout LOL
Quantisnow
Posted - 04/10/23
$ALBO 📜 SEC Form SC 13G/A filed by Albireo Pharma Inc. (Amendment)
https://quantisnow.com/i/4316091?utm_source=stocktwits
This and other insights appear 45 seconds early at 💪 https://quantisnow.com/feed 💪
JayMedina
Posted - 03/30/23
$ALBO where are you albros putting your money into as of late?
MarketBeat
Posted - 03/30/23
Albireo Pharma initiated by StockNews.com at sell. www.marketbeat.com/stocks/NASDAQ/ALBO/price-target/ $ALBO
Bushtwit69
Posted - 03/27/23
@Jacksozm Nice job! I'm kicking myself for not buying more $ALBO back in December ( Only bought 100 shares ) $DRIO is going to take some patience, but it'll pay off long-term and I won't be surprised to see it hit $20+
The_Mechanic
Posted - 03/24/23
@healthcareguru what are the current top picks? I followed you on $ALBO and did well. Where are you currently deploying cash?
