Night_Owl_Biotech Posted - 1 week ago

$MDGL trades at 16% of total 10-year analyst consensus revenues estimates. Peers acquired a year before to a year after FDA approval, including $MYOK $KRTX $RETA were acquired at 38 to 81% of their total 10-year revenue estimates (as prepared by management per subsequent 14A/14D9 filings). The attachment notes the enterprise values paid 5 companies acquired a year before or after FDA approval compared to management's revenue forecasts. We did not include Viela Bio acquired 8 months after FDA approval (at the peak of the $XBI). We're struggling to understand the disconnect. Rezdiffra is a pill so we'd assume gross manufacturing margins consistent with peer pill manufacturers. MDGL consensus revenue estimates are per Seeking Alpha. Any guidance would be appreciated. Perhaps it is because the M&S efforts would be more significant in NASH (at least versus the peers). As always, this is not investment advice. Thank you.

Night_Owl_Biotech Posted - 1 week ago

This morning $ITCI announced a Phase 3 win for its Caplyta (patented thru Dec. 2040) in MDD. Per ITCI, MDD is Caplyta's largest comm'l oppty. The attachment notes that ITCI trades at 32% of total 10-year analyst consensus revenue estimates. Highly respected peers were acquired for 32 to 38% of their respective total 10-year product revenue forecasts. $RETA was acquired at 48% of their management prepared 10-year revenue forecast. RETA may, again may, be the better peer as its product was approved 5 months before the acquisition was announced (if MDD is truly Caplyta's largest comm'l opportunity). We'd add Caplyta generics won't be available until 12/2040. Astra-Zeneca's Seroquel peaked @ $5.8B in FY11 sales before coming off patent as a mono-therapy, where Calyta is approved as a mono & a lithium adjunct (in bi-polar). Of course there are other considerations. We're only sharing this 1 analytic that may or may not be relevant. This is not investment advice. $AXSM $ASND

11thestate Posted - 03/27/24

$RETA agreed to settle $45M with shareholders to end claims over failing to disclose concerns about the validity of a clinical study. Claim submission info and details:https://11thestate.com/cases/reata-shareholder-settlement

ca_rott1487 Posted - 1 month ago

$RETA Settles $45M with shareholders to end claims over failing to disclose concerns about the validity of a clinical study. You can file for compensation here. CasePage:https://11thestate.com/cases/reata-shareholder-settlement

ca_rott1487 Posted - 1 month ago

$RETA agreed to settle $45M with shareholders to end claims of misinformation. You can still file for compensation. CasePage:https://11thestate.com/cases/reata-shareholder-settlement

MitchHasOptions Posted - 02/27/24

@cubie77 remember $RETA? I wouldn’t short this! lol

Night_Owl_Biotech Posted - 2 months ago

The attached graph compares the revenue estimates prepared by $IMGN, $RETA & $KRTX per their respective 14A filings to $ITCI analyst consensus revenue estimates through the year 2032. The graph then assumes ITCI annual sales growth of 2.0% for the year 2033 thru Caplyta patent expiration in 8/2039. Analysts forecast ITCI to generate more revenues than RETA & IMGN as prepared by RETA & IMGN management. If valuations are predicated on anticipated future revenues, does this mean ITCI warrants a higher valuation in a theoretical M&A transaction? We do not know the answer. Our next post will compare gross margin forecasts from 14A filings compared to ITCI (using ITCI's actual FY2023 gross margin profile at 92.7%). The gross margin graph looks more or less like the attached sales graph here. We own ITCI so we have every motive to see ITCI trade higher. It is also possible the graphs are inaccurate as we've made mistakes before. As always, do your own due diligence.

Bigbossmann Posted - 2 months ago

$IOVA Does anyone remember what $RETA earnins forecast were after their FDA approval? $BIIB bought the for $7B which is about 3X where we're sitting at present.

Kryllian Posted - 2 months ago

@Stocks4thought and now $QNCX appoints the former $RETA as their new chief of R&D. Another $7bn acquisition?

ca_rott1487 Posted - 2 months ago

$RETA oh sure, they're settling for peanuts, but I won't let this company keep any more of my money. So, pay up, even if it's just a dollar https://11thestate.com/cases/reata-shareholder-settlement

GXD_InBioTechHell Posted - 3 months ago

@JenniFUR2 @TradingPlaces100 correction* $RETA not SRPT

Mailman007 Posted - 3 months ago

$RETA Go!

fin_researcher Posted - 4 months ago

$RETA Reata Pharmaceuticals agreed to settle $45 million with shareholders to end claims over failing to disclose concerns about the validity of a clinical study for kidney disease candidate, bardoxolone. https://11thestate.com/cases/reata-shareholder-settlement

Stan_Vick Posted - 4 months ago

$RETA already acquired by Biogen, so this settlement is extra portion of free cash for Reata shareholders. Happy Christmas✌🏾 ✅ Reata agreed to settle $45 million with shareholders to end claims over failing to disclose concerns about kidney disease candidate, bardoxolone. 💵 To take your part in settlement => https://11thestate.com/cases/reata-shareholder-settlement

fin_researcher Posted - 4 months ago

Reata supposedly didn't disclose FDA concerns about the validity of a clinical study for kidney disease treatment, causing $RETA fall. Reata agreed to pay $45M to investors to resolve the claims due to this case. https://11thestate.com/cases/reata-shareholder-settlement

Night_Owl_Biotech Posted - 4 months ago

The linked YouTube video below includes graphs of the share price movements from 30 days before to 30 days after FDA approval for the 61 small cap biopharmas associated with the 59 FDA product approvals between 7/1/21 & 10/31/23. With the exception of $RETA, we are unaware of any stock that has performed as well as $SWTX. Please follow our new YouTube channel. https://www.youtube.com/watch?v=Dy4XmB7buZ0

TrendyChart Posted - 10/30/23

Upcoming Earnings Report: $RETA Reata Pharmaceuticals will be reporting on 11/10/2023 at 8:00AM | Are you leaning towards a positive or negative earnings stance?

Elvira007 Posted - 10/30/23

$MREO @cheetohottaki Its management. My guess is CEO will try and do a deal with $AZN and keep it in the UK along with some kind of ongoing gig for herself... Severely undervalued at his point given the two (2) billion dollar indications with the potential for each Setrusumab & Alvelestat to be expanded in other indications that are even bigger. $BIIB just paid $7b for $RETA (that will do $1B in kidney drug), We have $2B+ revenue available markets and trade $250m (with a $250m milestone guaranteed to come)... CEO will not to sell. Nothing else to say. She fucked up TIGIT (in terms of getting a big deal when others did). Board should not leave this pipeline in her hands.. Period

GhostinYou Posted - 6 months ago

$RETA did they do a stock split in late July? Why the bump from $90 to $170?

cctranscripts Posted - 6 months ago

Securities registration termination [Section 12(g)] https://www.conferencecalltranscripts.org/summary/?id=12599340 $RETA

stockilluminati Posted - 6 months ago

$RETA https://www.stockilluminati.com/reta/filings.php - Reata Pharmaceuticals, Inc. - Class A Common Stock files form 15-12G today, check out the details.

stockilluminati Posted - 6 months ago

$RETA https://www.stockilluminati.com/reta/display.php?url=https://clinicaltrials.gov/study/NCT06054893 - trial update posted here!

GetTheseTendies Posted - 09/30/23

$ESPR Checked in on $RETA just to see it was aquisitioned lol forgot it was that time of year

cctranscripts Posted - 09/28/23

REATA PHARMACEUTICALS INC insider just disposed of 2,928,368 shares https://www.conferencecalltranscripts.org/summary/?id=12575931 $RETA

cctranscripts Posted - 09/28/23

ANTAL ROHIT DESAI just issued a filing suggesting it has sold all of its REATA PHARMACEUTICALS https://www.conferencecalltranscripts.org/summary/?id=12575922 $RETA

cctranscripts Posted - 09/28/23

General statement of acquisition of beneficial ownership https://www.conferencecalltranscripts.org/summary/?id=12575982 $RETA

Quantisnow Posted - 09/28/23

$RETA 📜 SEC Form SC 13D/A filed by Reata Pharmaceuticals Inc. (Amendment) https://quantisnow.com/i/4993249?utm_source=stocktwits 45 seconds delayed.

ChartMill Posted - 09/28/23

$MTDR and $RETA are leading stocks, showing a pocket pivot today. https://www.chartmill.com/stock/stock-screener?sid=15&f=s_ppt,v1_50b300,cu_2pr_sm10v,s_str,exch_us&v=3&timeframe=DAILY&type=CANDLES&months=0&width=400&cl=F&o1=3&o2=3&o3=17&op1=10,16711680&op2=20,255&op3=10%252C2,65280&utm_source=Pocket_Pivots_in_Strong_Stocks&utm_medium=stocktwits&utm_campaign=screen

layaath Posted - 09/27/23

$CRSP if you remember $RETA PDUFA, expect the same here soon.

GXD_InBioTechHell Posted - 09/27/23

@clownmarket yeah, I’ll correct myself, we’re a few calls sold at like $1.80, slightly cheaper. I still have a bid in for some calls at $1. I don’t freak out anymore about huge drops. I don’t like seeing them of course. But I’ve seen a lot of manipulation with bios. Especially when there’s good news. I saw $RETA drop from $90’s to $26’s I two days right before PDFUA. I jumped in and tripled in an hour. Shot up to $91, then 3 months later got bought out for $172. Same with $MDGL . Dropped to $58 and came out with data, up to $320. Days of PDFUA with CCXI, dropped huge, next morning approved. Their fuckery knows no limits.