Sandoz Group Ag (SDZXF)

$CHRS $SDZXF

$CHRS Am thinking the way the proposed sale of Udenyca ’end of Q1’ was written was an intentional slow roll to get additional, more licrative offers! Esp w/ the JP Morgan conference on the near horizon…did they possibly succeed? $SDZXF

$CHRS $SDZXF These two have history! https://www.biospace.com/coherus-offloads-lucentis-biosimilar-to-sandoz-for-170m-in-pivot-to-oncology

$CHRS $SDZXF https://www.stocktitan.net/news/SDZNY/sandoz-to-confirm-strategic-roadmap-and-highlight-pipeline-catalysts-bnzzt0gj0eib.html

$CHRS $SDZXF Could Sandoz be positioning to do an M&A w/ Coherus? https://www.sandoz.com/sandoz-opens-new-device-development-center-cambridge-uk/

$CHRS one contract, which Coherus won…one approved drug, owned by Sandoz! $SDZXF

$CHRS zientenzo is owned by $SDZXF

$ITCI $SDZXF Intra-Cellular price target raised to $118 from $100 at BofA BofA raised the firm's price target on Intra-Cellular (ITCI) to $118 from $100 and keeps a Buy rating on the shares after the company announced a favorable Caplyta patent settlement with Sandoz. While Intra-Cellular is still relatively early in its Caplyta patent defense, the firm said on Friday that it was encouraged to see Sandoz accept terms, which effectively ascribe value to the terminal formulation patent.

Why Is Coherus BioSciences Stock Trading Higher On Tuesday? $CHRS $SDZNY $SDZXF https://www.benzinga.com/24/12/42292386/why-is-coherus-biosciences-stock-trading-higher-on-tuesday

$TEVA could buyout $ELTP $CIPLA.NSE $SDZXF watch out.

$MNKD OFEV DPI? Or other p'ship coming? TMD - Total Market Domination! The fix is in. Just breathe. $BMY $SDZXF $UTHR

$XERS This is shaping up to be even better than I always thought. The big picture is that their 3 existing products are growing revenue steadily, as they have now for years. Then we just learned at the fireside chat that Recorlev alone will be doing $250-300M. CF+ in 2025. Takeaway: even if they only had their existing products, this will be slam dunk cash flowing within a year. The icing on the cake is that they have 3 known collaborations - $REGN, $AMGN and Beta Bionics which also could generate hundreds of millions of revenue, and XP-8121 which is looking like it could have a TAM of at least a billion, perhaps 2-3 billion. I can't think of anywhere else I would rather be invested. I can happily wait a year to start seeing this go 2x or 3x when the collab revenue starts kicking in through milestone payments. And if they bring a partner to monetize XP-8121 with someone like $MYL or $SDZXF, sky is the limit. We could easily see $1 or $2 gains in a day if that happens, maybe more.

$XERS I think someone already in the Levothyroxine space is going to buy or become their partner for SubQ Levo XP-8121, like either Abbott, Merck, Sandoz, or Mylan/Viatris. That's my guess. Paul wanted to go it alone and the board said enough is enough, we need to monetize something. Let's hope so! $MRK $SDZXF $VTRS $ABT

$CHRS signs point to strength with Udenyca, casdozokitug data shows promise. $SDZNY $SDZXF https://seekingalpha.com/article/4679494-coherus-biosciences-dumping-one-drug-but-showing-promise-with-another

$ILMN $SDZXF $PFE