Power2k
Posted - 1 week 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 - 1 week 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 - 2 weeks ago
@biochirp That happened to $SGEN too, incidentally…
SM07
Posted - 2 weeks ago
$CYTK will end up like $SGEN with an even higher bid few months later.
Recard159
Posted - 3 weeks 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 - 3 weeks ago
$SGEN In case you want to follow the money…
HunterT
Posted - 3 weeks ago
$SGEN FYI Clays new company is $IMNM thank me later…. Seagen 2.0💪🏻
ReactionAction
Posted - 4 weeks ago
$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 - 1 month ago
$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.
ern1in
Posted - 1 month ago
$SGEN & $TGTX ...... Investment ideas💡
ohyesarooni
Posted - 1 month ago
$ILMN $IMMU $REGN $SGEN $ICU only thing better than a POST is a rePOST
ohyesarooni
Posted - 1 month ago
$ILMN $IMMU $REGN $SGEN $ICU Somebody gets it POST
mojorising44
Posted - 1 month ago
$ICU ZOOM OUT: The scope of SCD applications is truly massive BUT consider only the indications for which FDA has already granted Breakthrough Device Designation (AKI, Cardiorenal Syndrome & Hepato-Renal Syndrome). That’s over 1.3 million US patients yearly. With a single treatment course per year at a wholesale acquisition cost of $10-20K, that’s an annual revenue of $13-26 Billion (only US market). Using lowest cost ($10K) and only 20% adoption rate (even though SCD is poised to become the new standard of care) and it’s still $5.2B rev, not including international markets where they have patents. Even a 3% adoption rate makes this a billion dollar company, however the stellar advisory board profile ensures much higher market penetration. Patents in place, clinically proven efficacy, extremely safe, no competition,1/10th the cost of current practice with no additional equipment to purchase. Hold for 120X like $IMMU, $ILMN, $REGN, $SGEN
jonnj
Posted - 1 month ago
@TheGunnerAB It'll be $40 billion like $SGEN .
STOCKPICKERTRADER
Posted - 2 months ago
$PFE share price back at 2014 levels when company now has at least 30-45% more revenues and a very strong +6.15% dividend with low fundamentals. Seems to have been kicked to the curb like several others in sector and unable to gain traction. Company cost cutting and digestion of $SGEN will likely have some impact this quarter, but otherwise there should be improvements in revenues and operating costs. Expecting positive improvements over any further negative pressures at these share price levels - imho Very hated stock in need of some AI makeover and hype to join the elite club of overextended valuations ;-)
ViractaTrader77
Posted - 2 months ago
$VINC Former $SGEN ceo rolling up ADC assets at $IMNM maybe they will takeout Vincerx…
Harrysamuel92
Posted - 2 months ago
@Ernst_Grafenberg @shortvolume it did happened. $SGEN
FE123
Posted - 2 months ago
$ALT Definitely think $MRK Will Buy $ALT over $PFE , PFE Outbid MRK for $SGEN and $MRK will not allow that with buyout of $ALT!! Come on $MRK Give us that Buyout News for $ALT!!!
STOCKPICKERTRADER
Posted - 2 months ago
$PFE just ignore the extreme noise and non-stop bashing and do your due diligence. Strong fundamentals, growing pipeline, $SGEN acquisition completed to add new product revenues and pipeline, super dividend play near 6% with low P/E. Company had 11% of ALL FDA approvals last year and will continue with this stronger than normal volume of submissions going forward. Small and large acquisitions over past couple years added to product/revenue breadth nearly double what it was at this share price back in 2016 area with 50% less dividend. Normalization of dividend back to the 4.5% area is a fairly conservative +20% share price increase (33-35 area). GO FISHING! Here to make money and not hate/love on a stock. GLTAL
STOCKPICKERTRADER
Posted - 2 months ago
@TwelveEggsInOneBasket that seems to be totally ignored by the markets. Even with stronger pipeline than ever before and solid fundamentals, this thing can't get moving again. However, I believe that in the coming weeks/months there will be flow of positive progress in product revenues and new FDA submissions/approvals to add to the story. $SGEN will kick in both some product revenue and pipeline value. Patiently collecting shares - $PFE
STOCKPICKERTRADER
Posted - 2 months ago
$PFE recent article about FDA approvals says it all - Pfizer had 11% of ALL FDA approvals last year and a strong pipeline going forward with $SGEN adding nicely!
STCKPRO
Posted - 2 months ago
$SGEN NEW ARTICLE : Pfizer: Paying Too Much To Boost Revenues https://www.stck.pro/news/SGEN/71822668/
CryptoNewsAlerts
Posted - 2 months ago
Pfizer (NYSE: PFE) Stock Drops Despite Positive Regulatory News on Hemophilia B Gene Therapy $PFE $SGEN https://abbonews.com/news/pfizer-nyse-pfe-stock-drops-despite-positive-regulatory-news-on-hemophilia-b-gene-therapy/
StockInvest_us
Posted - 2 months ago
Signal alert: $SGEN - GoldenStar https://stockinvest.us/l/bsSxhfsMMw
StockInvest_us
Posted - 2 months ago
Signal alert: $SGEN - GoldenStar https://stockinvest.us/l/0wI7kokAL2
ViractaTrader77
Posted - 3 months ago
$IMNM should acquire $VINC for $100 million stock. Better pipe than Immunome has now in ADC's and SMDC's... $SGEN https://www.nature.com/articles/d43747-021-00011-3
Aigner_Andreas
Posted - 3 months ago
#DeathCross $SGEN at 124.00 R46 HiLo 24% T1Y 180 buy 2.1 PE 34.6 DIV N/A #Seagen Inc #stocks #trading #finance #market
STCKPRO
Posted - 3 months ago
$SGEN NEW ARTICLE : The Pfizer Advantage: High Dividend Yield, JN.1 Variant, And Therapeutic Innovations https://www.stck.pro/news/SGEN/70936364/