Capitulation_0 Posted - 2 hours ago

$ITCI bought some more today... also $CYTK I think both gets BO sometime this year.

jackcoltrain Posted - 8 hours ago

$CYTK hmm, maybe this end of day action was related to options. No news

ElijahJobs Posted - 8 hours ago

$CYTK It’s time! JMO

jackcoltrain Posted - 8 hours ago

$CYTK what's happening?

greenype Posted - 12 hours ago

$CYTK when someone feels the need to pump daily this stock and justify the $7b valuation with half-truths or outright lies, that's when you know this is probably heading lower

Capitulation_0 Posted - 14 hours ago

$CYTK Some are saying that Blum is not interested in BO. Firstly, he's not the only decision maker.. Second, he didn't say he was oppose to a BO, he clearly said, he's open to all options but are focused on partnership and launch. What do you expect him or any CEO to say...right exactly what Blum said. No CEO is going to say, 'yeah, we're waiting for a BO.. or we're really interested in selling the company'. Lastly, they're engaged with $NVS and if $NVS offered $140ish, I believe a deal would've been done. This is one of best bolt on near commercial drugs with 4B+ potential that is better than its competitor which has only been on the market for 2.5years that $BMY paid 13B for.

sabbie Posted - 1 day ago

$CYTK back to normal

Capitulation_0 Posted - 1 day ago

$CYTK big block 140k shares.. that's 9.38m. Someone on twitter said that Aficamten will do 1B in sales.. lol... This dude has 22.5k followers. Also said that valuation is high right now and it should be worth $42. lol.. I guess he's a better analyst than Needham, Truist, Goldman Sachs... funny shit.

Capitulation_0 Posted - 1 day ago

$CYTK Share price went from $110.25 from high when the released the data to $67 today. That's 40% draw down. Blum should be actively seeking a sale.

Capitulation_0 Posted - 1 day ago

$CYTK When WSJ reported the potential $NVS Buyout in Jan 8th. The article stated that they're in the late stages and a deal could be completed in less than a week...I believe that both parties were engaged and a deal could've been done. It fell apart because they couldn't close the gap from 12 to 14B as leaked. So Blum isn't oppose to selling and BP isn't oppose to spending 12B for aficamten. So if another BP came and offered 13B, a deal likely gets done. Blum isn't hell bent on going at it alone. He was engaged with $NVS and if someone else come along, he'll be engaged with them as well. It's his fiduciary duty to do so. It's nonsense to think that Blum is not selling at all cost. Everyone has a price and CYTK price is around 14B. Amgen and Lly should be in hot pursuit. 4B/yr drug isn't available to buy every day now. Especially in a non crowded indication.

Capitulation_0 Posted - 1 day ago

$CYTK If you're a BP.. you're looking to replace Billions in lost revenue due to patent cliff. If you can spend 13-15B to earn 50B+ in the next 20 years is exactly what they're looking for without a lot of risk. Aficamten in oHCM is de-risked with one 'real' competitor in Cazymos which has some restrictive REMS due to safety profile Aficamten is safer and more efficacious and will likely be priced slightly lower. Cazymos is only 2 1/2 years in the lead and due to REMS it's been a slow rollout. If you're a cardiologist and given the 2 drugs, one with less monitoring and safer, which would be administer? It's going to take market share away from Cazymos. Being in BPs hand will just accelerate the adoption.

Capitulation_0 Posted - 1 day ago

$CYTK Time to bend the shorts soon. 7B valuation for 4B+/yr drug. Pipeline isn't valued at all.

Capitulation_0 Posted - 1 day ago

$CYTK Amazing that all those out of money calls will all go to zero.. no wonder there's very little activity for May+

Capitulation_0 Posted - 1 day ago

$CYTK Interesting that $NVS rumor had some details.. while $LLY rumor basically died out before any details came out. $LLY would be wise to diversify their revenue stream. $BMY bought $MYOK for that exact reason; to diversify revenue stream from cancer focused drugs...

Capitulation_0 Posted - 1 day ago

$CYTK 4B/yr drug for 13B is actually cheaper than a typical premiums for biotech. When $MYOK was bought, analyst thought it would generate 2.5B so $BMY paid around 5x the multiple, which is the norm. $BMY now has raised their peak sale to 4B+ even with REMS. So if you put 4B+ and put a 5x multiple, the BO price would be near 20B. Now there's the first mover aspect and pipeline and other factors to consider etc... but at 13B, what Blum asked for as reported wasn't some outlandish number. $NVS underbid.

Torrrrrr Posted - 1 day ago

$CYTK First line drug for treatment of Feline HCM, my wish

Capitulation_0 Posted - 2 days ago

$CYTK $140 ( what Blum asked for ) isn't unreasonable given that $MYOK was taken out for 13.1B. It's only a slight premium. $NVS tried to get it for cheap. They'll be back for this. Whether it's $NVS or someone else someone will eventually pay near $140.

Capitulation_0 Posted - 2 days ago

$CYTK 130,000 block.

Capitulation_0 Posted - 2 days ago

$CYTK I believe that $NVS will come back or lured back to the table. $CYTK should've never let them go in the first place.

Capitulation_0 Posted - 2 days ago

$CYTK When $MYOK was bought, this was the sentiment: “I think it is a typical acquisition premium for our sales expectations for mavacamten as we had estimates in the initial (and lowest risk) indication of obstructive hypertrophic cardiomyopathy of about $2.5 billion by 2026,” Wedbush analyst David Nierengarten said. $CYTK at 13B isn't expensive, in fact, it's cheaper than $MYOK when it got sold for 13.1B. One other reason why $BMY bought $MYOK was that they wanted to decrease dependency on cancer drug portfolio. Same applies to other BP's.

Capitulation_0 Posted - 2 days ago

$CYTK Regarding, Omecamtiv Mecarbil; look it didn't get the FDA nod and very surprised that it didn't have an impact on death. However, I believe that there's a market for subset of groups that are particularly the sickest. https://www.hcplive.com/view/heart-failure-community-argues-for-omecamtiv-mecarbil-approval-citing-unmet-need

Capitulation_0 Posted - 2 days ago

$CYTK Those who wanted to see the final SEQUOIA-HCM data likely has. All these talk about patent expiration and here we have a company that has a better drug than camzyos, which BMY has slated for 4B+/yr revenue. 13B isn't expensive for a drug that will do 4B+/yr under the right management. BMY certainly didn't think so when they bought MYOK for 13.1B

Capitulation_0 Posted - 2 days ago

$CYTK $LLY is firing on all cylinders.. this would be a great addition to their portfolio; adding 4B+/yr drug for the next 15+ years.

Capitulation_0 Posted - 3 days ago

$CYTK doesn't know the meaning of finishing strong. really pathetic close as always.

Capitulation_0 Posted - 3 days ago

$CYTK really can't stand MMs play with this name on the daily. Get this sold already and bend those shorts.

Capitulation_0 Posted - 3 days ago

$CYTK BMY bought cazymos for 13B. NVS offering ~11B and CYTK asked 14B. They couldn't close the gap. 13-14B is a fair price. BP could make ~50B+ for the life of the patent.

BioTrade2 Posted - 3 days ago

$CYTK More data, full data. Blum only needs to look at only one set of data; BP phone numbers and offer letters. Stop wasting everyone's time.

ElijahJobs Posted - 3 days ago

$CYTK Ready to rocket bigly any day now.... JMO

Capitulation_0 Posted - 3 days ago

$CYTK $ITCI gained 100%+ since BO rumors...$CYTK is very much undervalued at 4B in peak sales. If REMS is favorable, 5B+ is achievable.

Capitulation_0 Posted - 3 days ago

$CYTK BPs in cardiovascular space: JnJ, Sanofi, Novartis, Pfizer, BMY, AZN, United Therapeutics, Daiichi, Tak. MRK NVS and LLY ( which doesn't have a big cardiovascular portfolio has been linked. would be a great addition ) Dark horse is Takeda.