LongLongStock Posted - 1 month ago

$ALBO we are running near the sun for the the Dec 31, 2027 deadline for CVR. https://www.ipsen.com/clinical_trial/an-open-label-extension-study-to-evaluate-long-term-efficacy-and-safety-of-odevixibat-in-children-with-biliary-atresia/ they are recuiting still, the program is 2 years. will we make it, i have 10,000 shares on CVR!?

Millionaire2 Posted - 1 month ago

$BURU $albo style rise? https://finance.yahoo.com/news/correction-liqueous-lp-announces-65-021800476.html

D0C_H0LLIDAY Posted - 2 months ago

@swamystocks $ALBO $GBT Was in both, both were bought out Check the charts for these pre buyout

NVDAMillionaire Posted - 3 months ago

$ALBO Albireo Pharma, Inc. (NASDAQ:ALBO) – A Promising Biotech Tackling Rare Liver Diseases http://beyondspx.com/2024/08/05/albireo-pharma-inc-nasdaqalbo-a-promising-biotech-tackling-rare-liver-diseases/

D0C_H0LLIDAY Posted - 07/31/24

$ALT similar price action to $ALBO before BO iirc

Dux4896 Posted - 07/25/24

$ALBO Ipsen’s 1H2024 report released. Bylvay sales up 69.1% in Q2 YoY to $30.6M. Seems like a positive development.

LongLongStock Posted - 5 months ago

$ALBO on the latest presentation from Ipsen, we are still on track of receiving our CVR. finger crossed.

LMXPERTEN Posted - 05/23/24

$ALBO so let us expect Priority Review as for sNDA Alagille. Study completion 2026-07-31. Data cleaning, stats, report. Could be done in about 2 months maybe when faster depending on Ipsen’s skills. I dont trust the French. Compile the sNDA dossier. Optimistically submit before New Years (standard 6 months though in total). Then we have 2 months validation from FDA. And 6 months to review. Gives us 8 months. Voucher then had an additional 4 months (2027-12-31). These 4 months we can use for a short delay in recruitment or extensions prep of the dossier. A little optimistic here but lets see……

SlapThatAsssk Posted - 6 months ago

$IBRX - adding cheapies here under $7 to average UP to core. Seen this bull shit multiple times over the years as a biotech ramps for commercialization and on verge on huge growth while they suppress the stock price. Yawn 🥱 $LVGO $ALBO $ARNA $SGEN

Night_Owl_Biotech Posted - 6 months ago

The attachment calculates the total net present value of a 10-year $MIRM gross margin forecast at 78% of MIRM analyst consensus revenue estimates per Seeking Alpha as of 5/19/24 using a 25% discount rate to be just north of $2B. We noted the discount rate from the most recent 15 acquisitions of commercial-stage non-oncology focused M&A transactions to the right (that assumed the enterprise values paid was the net present value of the acquiree's gross margin forecast). We assumed 50% of FY24's gross margin. We have no idea if 25% is appropriate considering MIRM's business & outlook but appears in the range of these peer transactions. The discount rate on the $ALBO acquisition was 35%. Remember the lower the rate the higher the NPV. Our MIRM calculation assumed no terminal value after FY2033 (but it's likely there is some). Our analysis could be wrong. We make inadvertent mistakes. This is not investment advice.

sempiternal1 Posted - 7 months 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 - 9 months ago

$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 - 10 months ago

@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_Texas Posted - 11 months ago

@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 - 11 months ago

$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 - 11 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 - 11 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 - 1 year ago

$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_Texas Posted - 1 year ago

@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 - 1 year 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 - 1 year ago

$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 - 1 year 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 - 1 year ago

@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 - 1 year ago

$ADTX NEXT LEG UP $AUPH $ALBO $VKTX

rswarrenrs Posted - 1 year ago

@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