Some of a twitter feed of a stock with over 10,000 followers re: another co (CPXX not the same co. as the tweets were
about) which seems to have been bought at a huge premium. :
onesurfed
$SPHS Sorry, BW, don't follow Vyxeos. If I were to do anything in the AML space, it would be MEIP with exceptional trial not concluded yet.
bwhipple :
$SPHS The $600M valuation puts Topsalysin worth less than Vyxeos or PC a smaller market than acute myeloid leukemia, which is not the case.
$SPHS Vyxeos was CPXX's drug. CPXX was BO by Jazz for for $1.5B few weeks ago that's why it is good comparison. Vyxeos is an orphan drug (Original Message)
onesurfed:
$SPHS It is inferior to the Pracinostat of MEIP, as far as my research goes. WHO uses orphan drug if another turns out to be better?
........
Discussion of last 1/2 hr. I'm sure it's not over, but wanted to demo. the fact that when you figure the market cap of
MEIP and the B/O of another co. with lesser (IMHO) drug for $1.5 billion, you can't escape the fact that MEIP is
drastically undervalued (and not because of ME-344)
NRT Price at posting:
9.6¢ Sentiment: Buy Disclosure: Held