Karyopharm - oncology

[anonymous]

$3B is not a lot of money in terms of a buyout.

If we use $3B as the cost of entry to get an MF drug than KPTI would be purchased at $26 a share which would be equal a 1840% increase on our current share price. Considering that MorphoSYS was purchased for about a 120% premium it is highly unlikely anyone is shelling out $3B for KPTI, especially since M has a deeper pipeline and the MF space seems to be getting more crowded than it already is.

Novartis clearly thinks they are getting a winner...why else would they not have spent half of that $3B and picked KPTI off at $1.5B or about $13 a share. There is no way in the world our BOD would turn that down at this point, so my guess is acquiring companies are not all that enthralled with the prospect of our MF data.

Not trying to be a downer, I have worked most of my biopharma career in BD and these are the discussions that take place...there is a reason our share price is so low yet no one seems interested in taking us out at a bargain price...that is what should be keeping R up at night.

perhaps.......but why would new head of solid tumor VP leave BMS or take this particular gig if he didn't think the endo data was relevant and significant. Why waste time at a nearly defunct micro cap when his resume could have landed him in other places ?? Granted biotech is laying off right now and "a job" is a job, but why here, why now ???

 

[anonymous]

perhaps.......but why would new head of solid tumor VP leave BMS or take this particular gig if he didn't think the endo data was relevant and significant. Why waste time at a nearly defunct micro cap when his resume could have landed him in other places ?? Granted biotech is laying off right now and "a job" is a job, but why here, why now ???

Little Dicky does deception.

 

[anonymous]

perhaps.......but why would new head of solid tumor VP leave BMS or take this particular gig if he didn't think the endo data was relevant and significant. Why waste time at a nearly defunct micro cap when his resume could have landed him in other places ?? Granted biotech is laying off right now and "a job" is a job, but why here, why now ???

VP’s make poor career decisions often…also endo data can be great, the revenue potential is not.

 

[anonymous]

The isn't quite a penny stock but it’s trading like one. The day traders are having their way with this one.

 

[anonymous]

Little Dicky is a creep.

is there a bigger loser than RP ?? What a joke of a CEO. Goes be done with it already. My god

 

[anonymous]

Little Dicky does destruction.

 

[anonymous]

Benign Growth For Karyopharm Therapeutics Inc. (NASDAQ:KPTI) Underpins Stock's 28% Plummet - Simply Wall St News

https://simplywall.st/stocks/us/pha...or-karyopharm-therapeutics-inc-nasdaqkpti-und

Having almost fallen off a cliff, Karyopharm Therapeutics' share price has pulled its P/S way down as well. We'd say the price-to-sales ratio's power isn't primarily as a valuation instrument but rather to gauge current investor sentiment and future expectations.

We've established that Karyopharm Therapeutics maintains its low P/S on the weakness of its forecast growth being lower than the wider industry, as expected. At this stage investors feel the potential for an improvement in revenue isn't great enough to justify a higher P/S ratio. Unless these conditions improve, they will continue to form a barrier for the share price around these levels.

Having said that, be aware Karyopharm Therapeutics is showing 5 warning signs in our investment analysis, and 2 of those are potentially serious.

 

[anonymous]

Benign Growth For Karyopharm Therapeutics Inc. (NASDAQ:KPTI) Underpins Stock's 28% Plummet - Simply Wall St News

https://simplywall.st/stocks/us/pha...or-karyopharm-therapeutics-inc-nasdaqkpti-und

Having almost fallen off a cliff, Karyopharm Therapeutics' share price has pulled its P/S way down as well. We'd say the price-to-sales ratio's power isn't primarily as a valuation instrument but rather to gauge current investor sentiment and future expectations.

We've established that Karyopharm Therapeutics maintains its low P/S on the weakness of its forecast growth being lower than the wider industry, as expected. At this stage investors feel the potential for an improvement in revenue isn't great enough to justify a higher P/S ratio. Unless these conditions improve, they will continue to form a barrier for the share price around these levels.

Having said that, be aware Karyopharm Therapeutics is showing 5 warning signs in our investment analysis, and 2 of those are potentially serious.

Translation: The company is a steaming turd. Chapter 11 within 18-24 months. Chapter 7 shortly after that.

 

[anonymous]

XPOVIO Commercial Performance

• Achieved U.S. net product revenue of $26.0 million for the first quarter of 2024, compared to $25.1 million for the fourth quarter of 2023 and $28.3 million for the first quarter 2023.

 

[anonymous]

XPOVIO Commercial Performance

• Achieved U.S. net product revenue of $26.0 million for the first quarter of 2024, compared to $25.1 million for the fourth quarter of 2023 and $28.3 million for the first quarter 2023.

Stock down over 7 percent today. Little Dicky

 

[anonymous]

Translation: The company is a steaming turd. Chapter 11 within 18-24 months. Chapter 7 shortly after that.

Not so...I guess corporate finance is not your thing? If you actually listen to the call or read the transcript the convertible debt has been pushed out, giving time and money for both MF and Endo to readout. There is no way the debt holders/banks would have agreed to this restructuring if they didn't have a look under the hood at the data and felt confident about one or both(100% legal btw).

This is small biotech ...if you want share price stability J&J is always hiring.

 

[anonymous]

Not so...I guess corporate finance is not your thing? If you actually listen to the call or read the transcript the convertible debt has been pushed out, giving time and money for both MF and Endo to readout. There is no way the debt holders/banks would have agreed to this restructuring if they didn't have a look under the hood at the data and felt confident about one or both(100% legal btw).

This is small biotech ...if you want share price stability J&J is always hiring.

 

[anonymous]

Not so...I guess corporate finance is not your thing? If you actually listen to the call or read the transcript the convertible debt has been pushed out, giving time and money for both MF and Endo to readout. There is no way the debt holders/banks would have agreed to this restructuring if they didn't have a look under the hood at the data and felt confident about one or both(100% legal btw).

This is small biotech ...if you want share price stability J&J is always hiring.

I sure hope for the love of God that you are correct. I also think the ride down from $10 to $.61 was a little more than just "price instability". I am sure you would agree that leadership (RP) made several unforced errors in missing rev targets and revised down, didn't navigate around PAP; pushed readouts out several times. they had to given away company in warrants bc they were up against the wall from failing to cut costs sooner. You really think a 20% trim was enough to extend runway to readouts ?? Who is dumb enough to believe that and if RP and dope Mason believed it then they should be fired on the spot. happy trading to yall

 

[anonymous]

Not so...I guess corporate finance is not your thing? If you actually listen to the call or read the transcript the convertible debt has been pushed out, giving time and money for both MF and Endo to readout. There is no way the debt holders/banks would have agreed to this restructuring if they didn't have a look under the hood at the data and felt confident about one or both(100% legal btw).

This is small biotech ...if you want share price stability J&J is always hiring.

Wouldn't get too excited about debt holders "confidence", this was a debt exchange for 2025 note holders who's debt was unsecured, which means they were low on the totem poll in a a bankruptcy that would have would have occurred had they not agreed to the exchange. Now they get better terms (interest, warrants etc.) plus $24.5 million in 2025 and have an $85 million senior secured term loan, which now puts them to the front of the trough for bankruptcy. HCRx who is contributing the other $15M to the senior secured term loan, is still getting paid their $69M in the short term.

 

[anonymous]

Not so...I guess corporate finance is not your thing? If you actually listen to the call or read the transcript the convertible debt has been pushed out, giving time and money for both MF and Endo to readout. There is no way the debt holders/banks would have agreed to this restructuring if they didn't have a look under the hood at the data and felt confident about one or both(100% legal btw).

This is small biotech ...if you want share price stability J&J is always hiring.

No one is ever going to confuse this place with J&J. They turn a profit, among other things.

 

[anonymous]

No one is ever going to confuse this place with J&J. They turn a profit, among other things.

Companies of this size are not built to become profitable they are built to show revenue and then get sold. If MF and Endo read out this will create a revenue flow that would be attractive to acquiring companies. If not, it’s over.

Bottom line there is enough money and time now to get both trials read out and filed.
All the other afore mentioned financial mechanics really don’t matter at this point.

Of note, this restructuring of debt is common place in small cap biotech with promising data.

 

[anonymous]

Companies of this size are not built to become profitable they are built to show revenue and then get sold. If MF and Endo read out this will create a revenue flow that would be attractive to acquiring companies. If not, it’s over.

Bottom line there is enough money and time now to get both trials read out and filed.
All the other afore mentioned financial mechanics really don’t matter at this point.

Of note, this restructuring of debt is common place in small cap biotech with promising data.

how is there enough cash to read out MF? As stated they have to mid 2025 of cash left with a 25 million loan requirement to have before they default. They do t have enough cash to readout MF. Also, who is to say that Endo would be pushed out further as well. These dolts have delayed every trial, just look at current MM trail, now pushed into 2025. For a company whose future rests on readouts, their cavalier attitude is disgusting and appalling.

 

[anonymous]

how is there enough cash to read out MF? As stated they have to mid 2025 of cash left with a 25 million loan requirement to have before they default. They do t have enough cash to readout MF. Also, who is to say that Endo would be pushed out further as well. These dolts have delayed every trial, just look at current MM trail, now pushed into 2025. For a company whose future rests on readouts, their cavalier attitude is disgusting and appalling.

Clearly you did not read the earrings transcript…

 

[anonymous]

how is there enough cash to read out MF? As stated they have to mid 2025 of cash left with a 25 million loan requirement to have before they default. They do t have enough cash to readout MF. Also, who is to say that Endo would be pushed out further as well. These dolts have delayed every trial, just look at current MM trail, now pushed into 2025. For a company whose future rests on readouts, their cavalier attitude is disgusting and appalling.

RP has never shown himself capable of delivering on anything.

 

[anonymous]

Clearly you did not read the earrings transcript…

that transcript is as worthless as RP’s cheap suits. He’s lied, obfuscated and overwhelmed at every turn. He hasn’t yet accomplished one thing while at the helm and the stock has withered to nothing. The fact that he “extended” time and money is just to serve his own ends of pillaging company with his bloated and unjustified salary.