Re: Farmas USA
TGTX
Tesis positiva:
The money program is UNITY. GENUINE trial is in high risk cytogenic CLL population. Co made a prudent decision.
En el análisis de SunTrust le daban una probabilidad del 40% con un valor de $3 (sobre un total de $18).
"When The Smoke Clears", investors will realize major $TGTX val. based on 1303 in CLL/NHL,DLBCL,1101 in MS/AI,&1101/Ibrut combo,all intact:)
Roth Capital affirms TG Therapeutics (Nasdaq: TGTX) with a Buy/Focus Pick rating and $33 price target after the company announced that it has filed with the FDA an amended protocol for the GENUINE Phase 3 trial.
Analyst Joseph Pantginis commented today: In our opinion, TGTX shares are being oversold, whereas we see today's announcement as having important clarity. While difficult for us to pinpoint the negative driver for today's stock action, it could be due to the loss of the SPA and a perception of the study being less robust. We do not view it this way as the path for TG-1101 in GENUINE has become more clear. Importantly, there are three important precedents to highlight. Ibrutinib, idelalisib and venetoclax were all approved on ORR endpoints and single arm studies. GENUINE has the advantage of being randomized.
Tesis negativa:
Pérdida de SPA, mucho más arriesgado.
Bastardo. En su línea.
DewDiligence piensa que es un medio scam:
The existing company was formed via a reverse merger with a failed biotech company in Mar 2012. Prices older than that have nothing to do with the current company.
As you know, I have corporate governance concerns with this company.
My concern is that one hedge fund (Opus Point Partners) effectively controls TGTX through a majority of the votes on the BoD.
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Si no hubiera estado el IBB como está, hubiera metido otro tirito, creo que es buena oportunidad. A ver cómo evoluciona la cosa estas semanas...