winx08 schreef op 6 augustus 2016 09:42:
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Thanxs for sharing SJURVM.
However, for argument sake, the content .... Estimated eps go up and stock price down => big opportunity. It looks like an auto-generated report.
No mention of the bad side namely one or more drugs failing and no mention of the good side 1 billion in cash, another 2 billion milestones up the road and some nice royalties along the way.
The standard window for a price target is 1 year right ?
Jeffries 18-8-2015:
Galapagos (GLPG NA)
AbbVie Opt-in & CF Updates to Drive
Momentum; Boosting PT to €73
Although we got an Abbvie opt-out and Gilead opt-in risks have diminished since last year. So, another 2 weeks to get to €73, right ?
Apart from the start of the phase 3, we get to the AEX circus again soon. In 3 weeks there will be a decision whether CoCaCola EP has enough free float and free float velocity (that one is going to be interesting, 25% not counting first 20 days of listing and extrapolated to a year) to get into the AEX. Since there choice to come to Amsterdam was partially based on the AEX listing i would suppose they fullfill the requirements. Therefore we have to overtake SBM in the rankling not to drop out. (btw info can be found in the aex family rules on eurnext). Given the work that has been put into getting into the AEX (even a Harry appearance), i would suspect a bit of a news flow to secure place 24.
Regarding risk diminishing, we get some filtered info on the amount of patients in Darwin 3.I looked at some of the investor decks i have stored and found:
Jan: 900 years patient experience in large Ph2 studies
April: 900 years patient experience in large Ph2 studies
May: 900 years patient experience in large Ph2 studies
June: >1,100 years patient experience in large Ph2 studies
July: >1,100 years patient experience in large Ph2 studies
Just some thoughts.