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Wow. That is one amazing interview.
For me, it highlights how much this CEO is focused on driving share holder value.
Couldn't of outlined any better the appropriate company comparables as well as the numerous upcoming 'news catalysts' to drive additional share price appreciation. I still believe that this is not being valued correctly. - although I have no idea what that value is, I just suspect it is higher and possibly a lot.
He mentions Alexion acquiring Achillion - that went through at USD930m for a company working with complement medicines. As we know this is only in relation to SLN500 and the Mallinkrodt deal - to me it gives a valuation marker of today's value of those milestone payments. Yes Achillion may or may not have been further down the clinical trial pathway for complement medicines... but whatever your 'value' for the 2bn in possible future milestone payments related to SLN500 was - it has to now be higher.
https://seekingalpha.com/article/4298863-alexion-delivers-achillion-acquisition-good-deal-protect-mainstay-drug
He then goes on to talk about the LP(a) /SLN 360 being the jewel in the crown... how much would that be worth? Personally I think that is going to have a USD200m+ upfront payment on a deal + milestone payments + royalties. The type in line with Arrowhead and J&J deal for Hepatitis B.
https://www.cnbc.com/2018/10/04/jj-arrowhead-in-gene-silencing-drug-deal-worth-up-to-3point7-billion.html
As previous, i'm not a bio tech expert, just looking at the information out there and watching the excitement build. Amazed how few posts there are here on this, possibly still under the radar.
Atb and Gla
Yes surprises me the lack of chat on the board as I mentioned the other day. I doblbed my small holding when one of the directors bought a big chunk...quiet for a while but now have been zooming up for a good few weeks. Rather wish I had loaded up more myself
not many people dobibed meant doubled
The uncrossing trade big volume and at the highs. Similar to a lot of days in the previous few weeks.
I also bought more way back when Avi Mortazavi got some around 1 pound ( from memory about a year ago)... For a long time I thought I had made an error!
now looks like we may see the 4`s this week great rise but reading the info and research could have much further to go.