Capitulation_0
Posted - 7 hours 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.
TheCooperVerse
Posted - 10 hours ago
$JAGX Jaguar Health's new Vice President of Growth Strategy: Catherine Miller Collis was the Director [ New Products ] for Novartis over 6 years $NVS in case you're not familiar with Novartis - their current market cap is over $200 Billion 👍🏼
Capitulation_0
Posted - 11 hours 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 - 12 hours ago
Not surprising that $NVS underbid. They're M&A strategy is bolt on asset under 5B so why were they trying to buy this? When an asset is compelling, one will often bend. They're willing to bend their M&A strategy for this asset. They're not alone. This will get bought out at some point for 14B+.
Capitulation_0
Posted - 12 hours 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.
McQuantum
Posted - 14 hours ago
$IONQ 🇨🇭
Guy Parmelin - Head of the Swiss The Federal Department of Economic Affairs, Education and Research (EAER) posted yesterday a short video of a meeting with IONQ.
Rima (CRO) is talking…and selling…
He also met with $META $NVS https://x.com/parmeling/status/1780701608176963652?s=46
Mikelarry303
Posted - 1 day ago
@JerryBigby2016 I'm waiting on $NVS to buy this $AUPH
Capitulation_0
Posted - 1 day 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.
Steve_TheBull_Rogers
Posted - 1 day ago
@declanaidan @Bigwoofer Ok so leader of the vote $NVS NOVARTIS Is there a Denner link with them?
Capitulation_0
Posted - 1 day 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.
AshHydrogen
Posted - 1 day ago
$PLTR saved $len $750 million with AIP!!! $nvs is doing a $15 billion BUYBACK with Ai from Palantir!!! $BRK.A quits trialing and we go straight to $spy !!!
DonCorleone77
Posted - 1 day ago
$NVS Novartis announces data from the ALITHIOS study of Kesimpta Novartis announced data from the ALITHIOS open-label extension study showing sustained efficacy of first-line, continuous Kesimpta treatment for up to six years in recently diagnosed treatment-naive people living with relapsing multiple sclerosis. These efficacy outcomes included 44% fewer relapses; 96.4% and 82.7% reductions in MRI lesions, respectively; and 24.5% and 21.6% fewer 3- and 6-month confirmed disability worsening events, respectively, versus those who switched to Kesimpta from teriflunomide. Study Results: In the first analysis, the low annualized relapse rate experienced by recently diagnosed treatment-naive people living with RMS receiving continuous Kesimpta during the core Phase III trials was further reduced in the ALITHIOS open-label extension study, from 0.104 to 0.050, corresponding to an adjusted ARR of one relapse per 20 years. Rates of 3- and 6-month progression independent of relapse activity with first-line Kesimpta were also lower versus switch. In RDTN people living with RMS initially randomized to teriflunomide, improvements across several efficacy outcomes were seen after switching to Kesimpta, including significant reductions in ARR and in MRI lesion activity, and rapid increase in rates of NEDA-3. However, rates of 3- and 6-month CDW events remained higher compared to patients receiving continuous Kesimpta, indicating that the efficacy benefit of first-line Kesimpta on delaying disability worsening was not fully achieved in the switch group. Across both continuous and switch groups, nine out of 10 participants achieved NEDA-3 at Year 6. Similar results were seen in the second analysis, which looked at the overall ALITHIOS population. Data showed sustained efficacy of continuous Kesimpta up to six years, including low ARR, suppression of MRI lesion activity, sustained reduction of 6-month CDW events, lower rates of 6-month PIRA, and sustained high rates of NEDA-3. At Year 6, NEDA-3 status was achieved in nine out of 10 participants in both the continuous and switch groups. The study also found that treatment with Kesimpta for up to six years was well-tolerated with no unexpected safety signals identified. The rates of adverse events, serious AEs, serious infections, and malignancies remained stable with no increased risks over six years.
Stock_Titan
Posted - 3 days ago
$NVS New Novartis Fabhalta® (iptacopan) data show clinically meaningful and statistically significant proteinuria reduction of 38.3% versus placebo for patients with IgA nephropathy (IgAN)
https://www.stocktitan.net/news/NVS/new-novartis-fabhalta-r-iptacopan-data-show-clinically-meaningful-3xrlgiyo0ds0.html
quickaspeter
Posted - 3 days ago
$ALT $NVS Interesting…
Social_Idiot
Posted - 4 days ago
$NVS So... What do people think NVS will do with that 20.7B$?
Chalutz
Posted - 4 days ago
$ALT I thought this totally unfounded speculation I made up with regarding ALT’s potential partner/buyer might be worth sharing after couple aggravating weeks. Novartis $NVS just did a deal for a prostrate cancer drug. First link below. Below that is another link to the Novartis announcement last July they were terminating not only their secretive anti obesity drug after but also a prostrate cancer drug. They have now replaced that prostrate cancer drug. Is obesity next…. The third link is to show that Novartis already knows Altimmune…. As I said totally unfounded speculatio. Absolutely not investment advice of any kind. Do your own DD and make your own decisions. GLTA!!! https://www.pharmaceutical-technology.com/news/novartis-enters-deal-arvinas/ https://www.fiercebiotech.com/biotech/novartis-axes-secretive-obesity-program-after-high-risk-high-reward-bet-fails https://www.fiercebiotech.com/biotech/maryland-biotechs-pharmathene-and-novartis-backed-altimmune-pen-merger-deal
Donotchase
Posted - 6 days ago
$ALT $nvs nvs shall buy alt, novatis bioventure fund has been buying alt stock since 2018. nvs shall buy alt, novatis bioventure fund has been buying alt stock since 2018. https://www.tradingview.com/chart/NVS/LohBsuYL-Novartis-Strikes-1-01-Bln-Deal-with-Arvinas-for-Prostate-Drugs/
G101SPM
Posted - 1 week ago
#OPTIONACTION $RILY Apr 24 calls are seeing interest with the underlying stock up 4% (volume: 4450, open int: 900, implied vol: ~128%, prev day implied vol: 113%). Co is expected to report earnings early May. $NVS May 97.5 calls (volume: 11.2K, open int: 20, implied vol: ~20%, prev day implied vol: 18%). 7950 contracts traded in a single transaction. MorphoSys Management Board and Supervisory Board recommend shareholders accept public takeover offer by Novartis. Co is confirmed to report earnings April 23 before the open. $MPW Apr 4 puts (volume: 3880, open int: 2980, implied vol: ~75%, prev day implied vol: 64%). Co is expected to report earnings late April. $RF Jan25 18 puts (volume: 2320, open int: 0, implied vol: ~35%, prev day implied vol: 34%). 2K traded in a single transaction. Co is confirmed to report earnings April 19 before the open.
Capitulation_0
Posted - 1 week ago
$CYTK Also, it's not uncommon for a potential buyer to come back to the negotiation table, usually at a higher price tag. $NVS
Quantumup
Posted - 1 week ago
Stifel⬆️ $ARVN $72 was $70/Buy~+d $150M cash/shifted '766 rev est2royalty est. Argues, there's a strong case2⬆️'766 sales ests/include milestones under the face that an expanded/accelerated devt plan is likely at $NVS, but stays conservative until further details are disclosed: $pfe
OptionRunners
Posted - 1 week ago
$NVS buyer of the May 17th $97.50 calls 10,000 times for $1.15 - $1.35. Earnings coming up on 4/23
MasterOfMyDomains
Posted - 1 week ago
$MOR So, is this true? 68Euros per shares and we are at $18? What am I missing? Why not moving? $NVS
OpenOutcrier
Posted - 1 week ago
$ARVN (+7.5% pre) Arvinas Inc. (ARVN) Enters License and Asset Agreement with Novartis $NVS - SI https://ooc.bz/l/30070
DonCorleone77
Posted - 1 week ago
$ARVN $NVS Arvinas enters exclusive strategic license agreement with Novartis for ARV-766 Arvinas (ARVN) announced it has entered into an exclusive strategic license agreement with Novartis (NVS) for the worldwide development and commercialization of ARV-766, Arvinas' second generation PROTAC androgen receptor degrader for patients with prostate cancer. The transaction also includes an asset purchase agreement for the sale of Arvinas' preclinical AR-V7 program to Novartis. Under the terms of the transaction agreements, Novartis will be responsible for worldwide clinical development and commercialization of ARV-766 and will have all research, development, manufacturing, and commercialization rights with respect to the preclinical AR-V7 program. Arvinas will receive an upfront payment in the aggregate amount of $150.0 million. Under the License Agreement, Arvinas is eligible to receive additional development, regulatory, and commercial milestones of up to $1.01 billion....
SteveCohenJr
Posted - 1 week ago
$AUPH $NVS lol only down another 50% since
cali001
Posted - 1 week ago
$CSCO $LEN $NVS $ORCL $PLTR 🤡 be careful these weak bulls R all talk!
AshHydrogen
Posted - 1 week ago
$PLTR turned on a CTO with 65 locations to Palantir yesterday!!! Individual was going to build an ai tool for their industry!!! I told the $len story!!! The $orcl story!!! $$nvs story!!! $csco story!! Coles STORY!!! I got them a name and phone number!!!
frontiere
Posted - 1 week ago
@Chieftess @TA_Kongen $ALLR Allarity here’s a more precise share count post-split pre-dilution. They also owe $NVS Novartis $4.9m +int immediately payable, after the January 26th license termination … it’s an avoid IMO even as trade . 🚨🚩
https://www.sec.gov/ix?doc=/Archives/edgar/data/1860657/000121390024030912/ea0203411-s1a4_allarity.htm
