GPS_OS_21_vs_SOC_5 Posted - 1 week ago

$SLS was going to post this article earlier... Keytruda did $25B in revenue Last Year. The GPs Keytruda Phase 2 Ovarian Cancer data, 18.4 months is better than Elahere 16.46 Months, $IMGN that got bought for $10.1B.

FE123 Posted - 2 weeks ago

$IOVA Get it Back over $9 and Give me that $32 Buyout like $IMGN

GPS_OS_21_vs_SOC_5 Posted - 2 weeks ago

@Sharkie2023 Shrinkage?? you got conned by redscam.... $imgn $10.1B Buyout - Elahere was approved for Platinum Resistant Ovarian Cancer patients based on 16.4 months of OVERAL SURVIVAL ---the same setting GPs +Keytruda Achieved an Os of 18.4 months in - once the P3 Results are announced $mrk will be buying SLS for billions - as for Gps - the Statistical Analysis Plan requires a HR for Statistical Efficacy Dr T said the Same thing Dr Jamy and Dr Levy stated, once Gps is approved for Second Remission, there will be great Benefit in earlier Settings. https://www.reddit.com/r/sellaslifesciences/comments/1c4lyuq/comment/l0405su/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

BloodyPortfolio Posted - 2 weeks ago

$VKTX I want $TRIL or $IMGN kind of movement. LFG!

Market_Max Posted - 2 weeks ago

$TGTX The way this has moved in the last 3weeks, against the tides in the biotech market, reminds me of the price movements on $IMGN weeks before it got bought out. Fingers crossed.

GPS_OS_21_vs_SOC_5 Posted - 3 weeks ago

@Bob_Coyle Overlap with Gps for Ovarian Cancer . . . recall Gps + Keytruda $MRK achieved an OS of 18.4 months in a P2, with OS correlated to GPs immunotherapy, vs ELahere a FRA+ ADC, that achieved 16.46 months of OS - Same Setting $IMGN was bought for 10.1B -- and GPs + Keytruda is better.

GPS_OS_21_vs_SOC_5 Posted - 06/29/24

@3Aces4now not sure its fud, and you know me i think everything is fud, its just some find it hard to fathom, the amount of manipulation, and major disconnect from the true potential value… $IMGN Gps achieved better os data than Elahere and is arguably worth $10b to $mrk just for Pr/roc @Engine444

FE123 Posted - 1 month ago

$IOVA $IMGN was 40% Short before Buyout!!

FE123 Posted - 1 month ago

$IOVA Short Position in $IMGN was very high before takeover, Anyone think the same may be happening Here?

Dogtag Posted - 1 month ago

$SLS People are comparing SLS to IMGN .. AbbVie acquired ImmunoGen for $31.26 per share, totaling approximately $10.1 billion. IMGN also had FOUR drugs in their pipeline with one already approved; Elahere. Pivekimab Sunirine. IMGC936 and finally IMGN151. SLS only has two drugs in their pipeline; GPS & SLS009. IMGN's Elahere was already FDA approved whilst their other 3 drugs were in clinical stages with orphan drug designations. IMGN was already sitting at 5.2billion marketcap before their acquisiton. Surely SLS would not be worth as much as $IMGN ?

GPS_OS_21_vs_SOC_5 Posted - 1 month ago

$SLS Gps + Keytruda Median Overall Survival of 18.4 months vs Elahere $IMGN 16.46 months - bought for 10.1B \ SLS Mcap $70M \ GPS + Keytruda OS 18.4 vs Keytruda at 13 months as a single agent, for End Stage III/IV Platinum Resistant and Refractory Ovarian Cancer Patients. @betbetsgold @Notanymore

GPS_OS_21_vs_SOC_5 Posted - 1 month ago

$SLS @Ortho91 I am not expecting SlS to Generate any sales, they just let go the commercialization team. Its a buyout - plain and simple. and the valuation can be quantified, easily using standard industry comps. What's the market size, what is projected revenue, patent expiry, margin, cost of sales etc., its all easy to do for BIG Pharma. They then Look at what it is relative to their stock price and market valuation ... ie if they Generate 2B of Revenue, that is worth 8b in Market Value using a 4 X price to sales ratio. 10 -12 is a 500 to 600M mcap -- add a zero and then double it . . . i k i k. take a look at $IMGN bought for 10.1B based on their Pr/ROC OS data of 16.46 months of median OS - the same setting GPS + Keytruda $MRK achieved 18.4 months in. - the point being GPS is worth at least 10B to MERCK just FOR PR/OC. Then factor 25,000 AML Remission Patients $260K Per Patient $6B TAM Will Be Record Uptake for GPs Immunotherapy, 4x increase in os, Near 100% QoL...

GPS_OS_21_vs_SOC_5 Posted - 1 month ago

$SLS The only real question now, is what will SLS be worth when Gps gets the Fda green light. 25,000 AML Remission Patients $260K per patient pricing comps $6B Total market opportunity Big pharma’s trade at 4x price to sales SLS short rigged Mcap $64M a buyout in the 10B range is possible see $IMGN $TPST jumped 4,000% the DAY it released trial data/ shorts can rig a share price, easily until they can no longer. They do seem worried and with good reason.

bachsong Posted - 1 month ago

$IMGN $STRO sold that POS...today...heading toward $RNA is the best micro bio in the market... it appears with all the institutional support...MERGER MONDAY is in the cards... with IMO 100% upside $RNA

Night_Owl_Biotech Posted - 1 month ago

Investors should consider $STRO because, at $3.50/share, STRO trades for well less than its cash & liquid investments meaning $0 in STRO value is ascribed to its Luvelta therapy being studied for certain ovarian cancer patient populations very roughly the same size as Immunogen's Elahere. $IMGN was acquired for an enterprise value of $9.6B. STRO has not provided guidance around the timing of an anticipated interim data read but, should the interim read meet its endpoints, STRO could file for accelerated approval. Put simplest, things could happen relatively quickly. Recall IMGN's market cap at the end of FY2022 was about $1.1B. Though we have not read these investment research reports directly, we suspect this is why Oppenheimer & Bank of America are quite bullish on STRO's risk/reward profile. Links are provided. As always, we could be wrong. We only suggest you research STRO for yourself. This is not investment advice.

GPS_OS_21_vs_SOC_5 Posted - 1 month ago

@Kloompa @Kloompa big Pharma market value is often based on revenue and growth. GPS will set records for patient uptake, 400% increase in overall survival, near 100% quality of life, pristine safety ease of administration, relatively inexpensive manufacture all inure to GPS benefit. Fast track, orphan designation. $IMGN is a very good comp, just for ovarian cancer. $10B buyout.

GPS_OS_21_vs_SOC_5 Posted - 1 month ago

@Dogtag to clarify, 10b is not a Max Value, not even close $6B TAM for AML has a Max value of $24B to Big Pharma, Smaller Faster Growing Mid Pharma's it'd be worth More. + $PR/ROC has a 10b Comp $IMGN MESO - / 20+ WT1 Cancers Gps can Be Effective + SLS009

GPS_OS_21_vs_SOC_5 Posted - 1 month ago

$SLS $ABBV paid $10B for $IMGN based on Elahere achieving a Median OS of 16.46 months in platinum resistant Ovarian Cancer, limited to 3 prior lines of treatment. - Gps+ Keytruda achieved an Os of 18.4 months in a less healthy platinum refractory Ovarian Cancer Setting. https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-mirvetuximab-soravtansine-gynx-fra-positive-platinum-resistant-epithelial-ovarian#:~:text=FDA%20approves%20mirvetuximab%20soravtansine%2Dgynx,or%20primary%20peritoneal%20cancer%20%7C%20FDA

FE123 Posted - 1 month ago

$IOVA No recent Buys from Rothbaum since Feb! Buyout Monday for $32 like $IMGN is still Possible!!

Night_Owl_Biotech Posted - 05/30/24

History suggests $DAWN is a good candidate, again candidate, for acquisition. $NVS is a potential buyer. The attachment calculates a theoretical DAWN M&A valuation & fully diluted share price assuming: 1. FY27 & FY28 DAWN analyst consensus revenue estimates are accurate (sourced via Seeking Alpha & Fintel). We do not know why Seeking Alpha & Fintel report different FY28/29 revenue estimates which is why we calculate value using both...AND if; 2. DAWN is acquired at the median peer year 4 revenue multiple as calculated by Centerview Partners in their written fairness opinion on the $MRTX acquisition and/or a median peer year 5 revenue multiple as Lazard noted in their fairness opinion on the $IMGN acquisition. We are not qualified to offer an opinion on whether DAWN analyst revenue estimates are credible nor if Centerview or Lazard's peers are reasonable for DAWN. As always, our math could also be wrong. This is not investment advice.

FE123 Posted - 05/29/24

$IOVA Rothbaum, Rachesky and Edelman with about 75 Million Shares will not Lose Money, These Guys are Wallst Sharks! We will get a $IMGN type Buyout here for about $35/$40

FE123 Posted - 2 months ago

$IOVA No Insider Buys from WR Tonight, Buyout Tuesday is still Possible! Also $IMGN had a very high Short Interest Before their Buyout! Give me $35 on Tuesday!!

Ripper0811 Posted - 2 months ago

$VKTX @ChappiesWorld Hey Moron, ChoppyDick, This guy TrustButVerify was heavy into $IMGN and I took a chance on it because his DD was so spot on with mine. Admired that he put in the work to do that for all to see. And I made a million in my IRA. Tax fuckn free. So till you have something more than a Snotty punk's whine on anything, STFU!

FE123 Posted - 2 months ago

$IOVA No Additional Buys from WR so far, Buyout Monday for $32 like $IMGN possible!

StockednLoaded Posted - 2 months ago

$IOVA $ABBV paid $10.1B for $IMGN. After receiving accelerated approval to treat adv epithelial ovarian c*ncer, Elahare earned Revenues of: 1st Full Q: 46M Rev 2Q: 76M 3Q: 107M 4Q: 123M 10.1B acquisition, Trailing 348M sales = some combination of: 29x trailing 12m Sales (if you assume no value to pipeline). Iova has guided: More than 100 patients treated or enrolled in less than 3 months as well as expressed another 60 are in screening. Since approval Amtagvi has already moved to 2L Adv Melanona. Sales have been guided for MoM growth. Ignoring that and just using roughly 600 patients for first 4 full quarters and 900 patients for 2025 (conservative growth due to ex-US coming online ~Q2) 900 patients FY ‘25 * (515k + 90kproleukin), let’s assume 550k total to account for potential dropouts/discounts = $495M rev 29x those sales (if you ignore pipeline) would be 14.35B. Advanced lung 👀 1L Adv Melanoma 👀 Accretive-to-EPS 1.3B NOL 👀 20% short @3B 🤔

FE123 Posted - 2 months ago

$IOVA Letting the Shorts Cover for the Buyout Next Week! Give me $32 like $IMGN

moonbear Posted - 2 months ago

$TPST I'm comfortable holding. The drop is no biggie. Went through all this with $IMGN last year

Quantumup Posted - 2 months ago

BofA initiated $STRO Buy/$12 Luvelta (FolRa ADC), is in a Ph3 trial in prev treated platinum-resistant ovarian cancer (PROC) pts; BofA thinks luvelta has the pot to treat up to 80% of PROC pts, a sig improvement over the 30% eligible4 $IMGN $ABBV's Elahere (approved FolRa ADC):

GPS_OS_21_vs_SOC_5 Posted - 04/30/24

$SLS $BMY and $MRK are going to bidding against each other. Gps +Keytruda achieved an OS of 18.4 months for Advanced Platinum Refractory Ovarian cancer patients. Elahere $IMGN just got approved for 16.46 months of os and was bought for $10.1B Gps + Opdivo $BMY achieved OS rate of 47% at 3 years for Ovarian Cancer patients, an earlier setting, SOC is 10-25%.

GPS_OS_21_vs_SOC_5 Posted - 04/29/24

$IMGN $BMY $MRK $SLS