yeah, everyone’s f*ed until birth, or “rebirth” in your...

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Cashtrain

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13/04/24

23:22

Post #: 73332848
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Originally posted by Captain Goodvybes: ↑

Thanks for the answers re ph1 vs ph2 for new diseases.
Very interesting/ballsy MT meeting with Amylx directors, given that they are effectively wounded competitors. Would be interesting to know his intentions here?
Amylx have knowledge, distribution capability, relationships, cash- all they are lacking is leverage of any kind, so perhaps a much better deal can be struck with them than BP?
Amylx are completely screwed.
Do they slowly fritter away their capital trying to flog a dead horse? No
Do they liquidate at fire sale prices to salvage cents in the dollar? Maybe in worst case scenario.
Do they acquire a strategic asset and reinvent themselves? Perhaps, but not many targets in MND space worth buying. I doubt they could afford a clean buyout of PAA (surely a better funded BP would out-bid them?)
Otherwise they buy an unrelated asset- not much synergy, loss of specific MND related IP and skillsets.
These are all pretty crappy options.
So now imagine a reverse T/O where PAA actually buys the pharma as a means to IPO!! Scoop up the dead corpse (Amylx) and retain the staff and infrastructure... their cash holdings would be a problem, but not insurmountable- either force them to declare a dividend pre-T/O or just cook a bigger pie.
This solves the problem of selling MND and losing PD, Alzheimers, cancer, etc along with it (ie. We would then be a beast with greater resources to develop these either alone or with a partner)
It is astronomical to think of, but we would be picking up a very vulnerable asset and could absolutely run with it.
This would maximise Amylx shareholder return too.
If this is what MT/Roger are up to and they pull it off there will be textbooks written about it.

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yeah, everyone’s f*ed until birth, or “rebirth” in your Opinion. I think it’s a beast of an opportunity also…… just waiting on the pill that works, well Paa holders know what that one is. Monepantel MPL for the investors deciding to get in ………

PAA Price at posting: 35.0¢ Sentiment: Buy Disclosure: Held
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