PER 2.22% 9.2¢ percheron therapeutics limited

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  1. 4,683 Posts.
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    Sammy,

    I note Sarepta's share price down another 12% overnight...pressure is on!

    Still have market cap AU$9 Billion...and cash of AU$2.8 Billion.

    One would think their CR of US$500m last week would be related to investment / licensing / acquisition of complimentary assets either for DMD or LGMD ???

    It would either be ANP or Capricor...the other players in DMD would fit imo.

    Any deal of $300m to $500m upfront would see floor price of $1.5 for ANP.

    HOWEVER - if they announce plans for MS Phase 2B...then Itsa's $2 by Christmas comes into play.

    Will we see the PLATFORM strategy playout in the next 6 months?

    I think so.
    .
    Last edited by Uboy: 14/10/21
 
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