betachaser Posted - 1 week ago

$VKTX ridiculous price action but not surprising given this is clinical stage biotech. Conservatively, $2 billion VK2809, $1 billion in cash, so this is being given roughly $3 billion for VK2735 which is best in class SC & Oral for Obesity. Boggles the mind how BP spent so much on garbage acquisitions like $cere and $sgen yet haven’t pounced on something as game changing as this yet.

prototyper Posted - 2 weeks ago

$AQST The price will unfortunately be controlled and manipulated by tutes and one day out of the blue you wake up with a buyout news. And guess what it might be one of the BPs you never even thought about. We're all thinking Viatris but i think others may be very interested hopefully causing some bids that can go up to 30$. High likely 20-25$ BO imo. Think about all the money BPs could me missing out on this massive market that hasn't been altered with this revolutionary sublingual film. I just followed money and it's gonna be another banger for Venrock. In my early 30s, played and invested heavy on 4/4 Buyouts. Smelled each time with a mile away. 1. $IMMU (biggest) with long shares & options. 2 $SGEN with long shares &options. 3.$IEA with warrants and shares. 4. $APRN with very quick dirty trades. This will be my fifth one. Make Barber Great Again!

prototyper Posted - 2 weeks ago

@ClearCities its a only a matter of time imo before BPs start kicking the door wanting to talk about BO. This is too revolutionary and Viatris drooling right now just for NDA to be filed probably wanting to make sure pediatric passes. Although it seems cheap, our stock price will be hovering around 10-12+ and the next day, there would be $20-25 BO news (possibly this time next year or sooner) and this whole board will go crazy. Similar to BIOTECH SCANNER, I have a knack for smelling companies ready for buyout 😉✌️. In my early 30s I invested heavily and went through $IMMU, $IEA, $SGEN, $APRN 4/4 buyouts sometimes playingvwith long calls and this will be my fifth one. This one just long shares for me my friends! Make Barber great again!

SparkyReturns Posted - 10/24/24

$VRTX I did not expect this much strength with XERIS. I thought it was going to bounce around $3.00 much longer than it has so far. I have to think that some shorts are starting to cover, or maybe the news is starting to get out about how undervalued this is due to XP-8121 going into Ph III soon and the big pharma collaborations with Regeneron and Amgen and others which have the potential for scalability and big milestones and royalties. Its amazing that Xeriject requires no refrigeration and can be used with large molecule MAbs and so many existing drugs for SubQ administration, instead of lengthy infusions. Cheers! $SGEN $GMAB $TMO

Trader2004 Posted - 1 month ago

@yus37 Few others i'm long because of recent hires...3 ex $HZNP execs joined SGMT team last 18 mos....$TRML is self explanatory when $SGEN Ceo takes the chairman pos after 40 b buyout...

Daddysxtracash Posted - 1 month ago

$BCTX I purchased $SGEN back in early 2000's for a nickle a share..Look at it now. Same deal Pfiezer purchased them in 2023...

cowneck_trader Posted - 2 months ago

$IOVA highly undervalued. Consider $SGEN sold for 43B with around 2B of revenue.

SparkyReturns Posted - 3 months ago

$TAK Check out XERS for another biotech investing idea. Their high-concentration Sub-Q delivery tech can be used with MANY drugs currently being delivered by IV by your company, especially MAbs. XERS already has collabs with big pharma REGN, AMGN, and Beta Bionics. AMGN even ditched HALO recently to go with XERS delivery system instead for Tepezza because higher concentrations and no need for refrigeration. Why am I so optimistic? 1. Stable and growing revenue base of 3 products. 2. SubQ Levo (XP-8121 thyroid treatment) will solve administration issues for people with gastro issues/pills, $2-3B TAM. XERS has hinted about bringing on a partner to monetize value. 3. Will hear soon on collabs with Amgen, Regeneron, and Beta Bionics and will learn soon what the terms are of their upfront payments and milestone payments. 4. Tutes have been quietly loading up, highest institutional ownership ever. How do you like the chart?! Cheers! $DSNKY $ILMN $ALXN $SGEN

SaintJeremiah Posted - 3 months ago

$PFE $SGEN $RXDX $MRK 1000% upside & undervalued pulled back to the point of a gap up or squeeze, recently received fast track for pancreatic cancer

MRKR2025 Posted - 4 months ago

$IOVA I do, bought 2000 shares on 9-13 at 4.7977. I am not dumping a single share, revenues take some time, next earning 8-6. Other biotech's that I've owned were in the exact same spot when they were smaller, $VRTX, $SGEN, $ALNY, $ARWR. If you invest in Biotech's, it takes patience, but the end result pay off is huge.

Diefreeandsell Posted - 5 months ago

@arnolddiver Don't ask how I know but it was with $pfe prior to $sgen BO. Hopefully PSS in talks with $mrk now.

lmf74 Posted - 05/30/24

$SGEN - I think $IOVA will be the next Seagen...buyout high by a big pharma 🤔

HellopartnerDS Posted - 6 months ago

@AIALuckyDog That’s a bit mate ! You ok with a delay or failure or are you convinced ? Held $SGEN from 9 and sold at 135. That was my bio game changer.

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

robo84 Posted - 6 months ago

$JAGX How much will Jaguar generate in sales with the new dog product? Animal products are in high demand and also bring in strong sales, look at the Indian company "Zoetis", it is over 100$ $ZTS $ARNA $SGEN https://www.canalevia.com/

wilpd Posted - 04/29/24

💸💸$PFE $SGEN 💵💵 The U.S. Food and Drug Administration (FDA) granted accelerated approval to tisotumab vedotin-tftv (Tidvak) for patients with cervical cancer that has come back or spread during or after treatment with chemotherapy. It is the first antibody-drug based therapeutic for this patient population. https://www.aacr.org/patients-caregivers/progress-against-cancer/the-first-antibody-drug-conjugate-therapy-for-cervical-cancer-resistant-to-chemotherapy/

STOCKPICKERTRADER Posted - 6 months ago

@czav they have beat 3 of the past 4 EPS estimates on earnings reports. Additionally, they have played out the expensing of the $SGEN acquisition and COVID reductions with expectations for improving results and no reason not to expect as such imho. $PFE

STOCKPICKERTRADER Posted - 7 months ago

$PFE solid article about the company pursuits highlighting the +100 trials underway as of January 2024 and the expansion of oncology with $SGEN and other acquisitions. https://finance.yahoo.com/news/where-pfizer-stock-10-years-060600498.html

Fixaleg Posted - 7 months ago

$PFE love to buy these hated undervalued mega cap stocks! Short squeeze on this one inbound as product lines continue expanding, $SGEN coming to the table with products and another earnings beat coming as others stated (after 3 of 4 last earnings BEATS).

frontiere Posted - 7 months ago

$PULM bagholding long since higher levels — a thought prompted by yesterday’s mergers $ABIO Arca x Oruka + $HURA Kintara x $HURA TuHURA : in January Pulmatrix announced engaging MTS in reviewing strategic options. I admit, it seemed underwhelming since usually you expect Tier 2 IB’s - Ladenburg etc. But MTS does have an impressive pedigree and clientele. Seagen $SGEN cited hiring MTS for their sale to $PFE specifically due to “MTS’ extensive knowledge of Seagen”. Review of filings on SEC Edgar reveals more of their activity. All of this to say that this gives some comfort that PULM might indeed come up with a deal that rewards longs. https://www.sec.gov/edgar/search/#/q=%25E2%2580%259CMTS%2520Health%2520Partners%25E2%2580%259D&dateRange=1y&category=form-cat1

dloeb Posted - 7 months ago

$PFE ignore the noise and build a position in a stock with 85yrs of dividend history and raises, low fundamentals, paying +6% dividend with strongest pipeline in its history - and SeaGen $SGEN pipeline on the horizons as well. Plenty of hate, bashing, and noise for sure, but just slow and steady adding to my retirement accounts on this one and few others. Market way undervaluing the biotech/pharma sector at this time imho

Power2k Posted - 8 months ago

$VKTX $PFE "Pfizer reiterated its expectation that the Seagen acquisition will bring in $10 billion in sales by 2030. " "Analysts at William Blair responded to the news by raising their peak sales estimate for Viking to $14.4 billion in the US and $7.2 billion in Europe from previous valuations of $10.1 billion and $3.6 billion, respectively." That gives the combined sales of $21.2 billion (from VK2735) which does not even include potential sales from VK2809 IMO. Pfizer's $43 billion Seagen $SGEN acquisition doubled its oncology drug pipeline to 60 different experimental programs - however could generate only $10 billion peak sale - less than half of what Viking's assets can bring in. If Bourla does eventually let this Viking Weight Loss/NASH opportunity slid away, his tenue at Pfizer as the CEO shall come to an end pretty soon.

ians Posted - 8 months ago

@oex2500 Good to know they still have cash left over after the $SGEN deal. Oncology + Cardio-metabolic portfolio could allow them to be re-rated. That is IF they win the bidding war 😉 ☘️💎

SM07 Posted - 8 months ago

@biochirp That happened to $SGEN too, incidentally…

SM07 Posted - 8 months ago

$CYTK will end up like $SGEN with an even higher bid few months later.

Recard159 Posted - 8 months ago

$SGEN just laid off the entire team from their "launchpad" site in Everett. I'm surprised not to see this news in the chat.

HunterT Posted - 8 months ago

$SGEN In case you want to follow the money…

HunterT Posted - 8 months ago

$SGEN FYI Clays new company is $IMNM thank me later…. Seagen 2.0💪🏻

ReactionAction Posted - 02/29/24

$TLIS Baker Bros average? $120/share with private financing prior to IPO Greenlight Capital average? $75/share bought in early 2022 TD Cowen advising independent board for strategic alternatives. Covid failure for Baker bros. Now they need to recover $300 million. Not a pocket change. Remember Baker has cash that need to put into work after $SGEN acquisition. PIPE financing probable with reverse merger

GreenTsunami Posted - 02/28/24

$VINC $PYXS I am waiting patiently for the next wave. Trust Tsunami once clinical data is released this is easily going to be a big one to to ride! ADC breakthroughs have gone from being a novelty money maker to over a 9 billion dollar industry in the last 5 years and it's setting up now to be backbone of new money revenue for big pharma. Just look at $SGEN $43 billion buyout. Both these companies will get bought out within a year if clinical data proves the science 🧪 Tomorrow we leap towards March results.