Celgene, page-2

First 2 Last

Share
Profile

Follow
Harymeso

406 Posts.

16

24/04/15

13:36

Post #: 15149839
Share

Originally posted by thecouncilgritter ↑

Whilst Teva is still a very important cog in the evolving MSB story, to my mind at least, Celgene's entry is equally, if not more so, as important.
Here's a theory espoused by a mate of mine which I think makes a bit of sense...Celgene has been an early entrant into stem cell technology and have spent significant amounts on a Crohn's disease solution. Celgene would almost certainly have bought Osiris if they hadn't been blocked out by MSB. Believing that Celgene paid more for their stake in MSB than MSB paid for Osiris, for an option to bid for 2 assets the market ascribes little value to, stretches credulity. They could have paid $15m for the same outcome in a non-equity deal.
It would seem that Celgene want to put themselves in the box seat ahead of the kidney disease and inflammatory disease results due shortly. It would not be stretching the realms of possibility to suggest that Celgene may want a greater stake in the currently un-partnered late stage trials (outside disc and cardiac) which would put MSB in a strong cash position and free from the funding issues the bears currently obsess about.
By October, MSB could be in an extremely strong cash position, have 3 externally funded Phase III trials and 2 major "big-pharma" shareholders. The bottom line really is that Celgene could emulate Roche with their Genetech acquisition and increase it's current stake by creeping higher over the next few months and years...incidentally, the architect for Roche's strategy with Genetech was a guy called Bill Burns, currently an MSB director.
And before I get shot down by any pedants out there, this is just speculation, to get away from the current obsession with conspiracy theories regarding shorting!

Expand

Beauty thecouncilgritter I like it. Not sure about your term "a strong cash position" it should be ok but not overly strong for my liking. Am I missing some thing there or just too picky.
Agree too much obsession on shorts. Let's move on
Thanks for a great post

MSB Price at posting: $3.61 Sentiment: Hold Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Trump is President Again: What Does This Mean for Crypto?

PR1

Nanocap Pure Resources acquires Reedy Creek garnet project, WA

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

PRS

Prospech finds dynamite heavy REE grades from historic core in Finland

There are more pages in this discussion • 9 more messages in this thread...

First 2 Last

Add MSB (ASX) to my watchlist

(20min delay)
Last $1.46		Change 0.065(4.66%)		Mkt cap ! $1.667B

Open	High	Low	Value	Volume
$1.41	$1.50	$1.40	$5.699M	3.943M

Buyers (Bids)

No.	Vol.	Price($)
5	122380	$1.46

Sellers (Offers)

Price($)	Vol.	No.
$1.46	11015	2

View Market Depth

No.	Vol.	Price($)
4	119380	1.455
6	70073	1.450
5	55801	1.445
2	15656	1.440
2	37476	1.435

Price($)	Vol.	No.
1.460	11015	2
1.465	14833	2
1.470	49768	5
1.475	66248	3
1.480	37374	4

Last trade - 16.10pm 11/11/2024 (20 minute delay)

MSB (ASX) Chart

Celgene, page-2

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Trump is President Again: What Does This Mean for Crypto?

Nanocap Pure Resources acquires Reedy Creek garnet project, WA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Prospech finds dynamite heavy REE grades from historic core in Finland

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Celgene, page-2

Top Stories

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Trump is President Again: What Does This Mean for Crypto?

Nanocap Pure Resources acquires Reedy Creek garnet project, WA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Prospech finds dynamite heavy REE grades from historic core in Finland

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News