- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
0
Posted on 10/27/21 at 3:02 pm to bayoubengals88
quote:Well….
If this is still pinned at $30 following no news tomorrow morning than we know it’s happening, we just don’t know when.
Posted on 10/27/21 at 3:10 pm to bayoubengals88
I'm pretty shocked tbh. I was expecting a trip back to the low 20s
Posted on 10/27/21 at 3:20 pm to castorinho
Perhaps BMY needs AUPH more than we need them…
Future looks grim unless they get a new revenue stream. Stock is a dog!
Future looks grim unless they get a new revenue stream. Stock is a dog!
Posted on 10/27/21 at 3:36 pm to bayoubengals88
So should I double my shares again?
Posted on 10/27/21 at 4:05 pm to CorkRockingham
I’m late to this game and emotionally bought this thing at 30. Should I sell it tomorrow and pretend it didn’t happen?
Posted on 10/27/21 at 4:08 pm to jamiegla1
I cut my position in half earlier. Took small loss.
Will ride the rest a little longer unless SLI makes a big dip in next few days
Will ride the rest a little longer unless SLI makes a big dip in next few days
Posted on 10/27/21 at 4:48 pm to jamiegla1
quote:If you were in it for the potential buyout that might have happened yesterday or this morning then you might want to exit.
I’m late to this game and emotionally bought this thing at 30. Should I sell it tomorrow and pretend it didn’t happen?
It’s a tough decision. I’m confident in 50% from here. Just don’t know when.
If you look back early in the thread. I was confident we’d see $30 too. I just thought it would come 18 months ago…
Posted on 10/27/21 at 4:59 pm to CorkRockingham
quote:I wouldn’t do anything you’re not comfortable with.
So should I double my shares again?
Do you like your average?
Do you like what $45 gets you based on current position?
Posted on 10/27/21 at 5:01 pm to bayoubengals88
This thing is worth $20 until buyout is announced at least that's been my motto. I don't know that it's based in any sort of rationality anymore. I haven't updated any sort of model of mine since approval though so take they with a grain of salt
Posted on 10/27/21 at 5:11 pm to oklahogjr
quote:
This thing is worth $20 until buyout is announced at least that's been my motto.
I absolutely agree. This has been my stance since August.
However, three things raise fair value in my mind:
1) A2 three year efficacy and safety data
2) Q3 earnings beat (shows better than expected sales ramp).
3) Benlysta lack of efficacy
Well, Benlysta officially sucks after recent data demonstrated that.
A2 data is due any week now
and
I’m expecting at least a 20% revenue beat.
Most of this will be known on next Wednesday. New fair value of $25-30 without buyout rumors.
Posted on 10/27/21 at 5:42 pm to bayoubengals88
quote:
However, three things raise fair value in my mind:
1) A2 three year efficacy and safety data
2) Q3 earnings beat (shows better than expected sales ramp).
3) Benlysta lack of efficacy
I'd agree with these. The only thing I'm worried about at this point is how high we think the ramp goes. With the 2037 date you gotta think it's higher than the 3b estimated peak sales.
Posted on 10/27/21 at 8:50 pm to oklahogjr
Look at this shite!
Found on ST.
IMMU chart last fall:
Found on ST.
IMMU chart last fall:
Posted on 10/27/21 at 9:18 pm to bayoubengals88
Love the zone of frickery
Posted on 10/28/21 at 7:54 am to jimjackandjose
quote:
Love the zone of frickery
where "traders" lose all their shares to Blackrock and Vangard
This post was edited on 10/28/21 at 7:54 am
Posted on 10/28/21 at 8:12 am to jimjackandjose
Yeah guys. It's sit back and relax time.
Well, earnings should be exciting next week. I hope they precipitate things.
Well, earnings should be exciting next week. I hope they precipitate things.
Posted on 10/28/21 at 8:29 am to bayoubengals88
Oppenheimer "downgrades" from Outperform to Perform, while raising the target to $32 
Posted on 10/28/21 at 8:45 am to jmcwhrter
I’m wondering how AUPH earnings call will go on Wednesday. I might wait until then but if she stays pinned around $30 through next week and earnings calls is positive.
I’m almost feel convicted to back the truck up because I don’t see how you don’t profit.
I’m almost feel convicted to back the truck up because I don’t see how you don’t profit.
Posted on 10/28/21 at 9:13 am to CorkRockingham
Someone is buying!
This post was edited on 10/28/21 at 9:14 am
Page 101 of 167
Back to top
Follow TigerDroppings for LSU Football News