Neurocrine for sale?

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anonymous said:
You should worry more about your generic risperdal that your company can't even get approved than worry about us. #youneedahobby
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Mentioning generics reminded me that Neurocrine is battling to prevent generic competition. I read about a few patent infringement lawsuits, I think they were against Lupin, Teva, Crystal Pharm, and Zydus Pharm, I think I'm leaving someone out - who else is on that list?

These companies are experienced with drug patents because they hire for skill. If they think the patents are invalid, unenforceable or are easily worked around so they won't be infringed, I'm inclined to believe them. I wonder if the patents at issue were written by the same person who thought they locked up treating CAH?

Prioritizing loyalty > expierence > skill has come back to bite you?
 






anonymous said:
True dat....Not to mention adding a ton of new overhead costs in field sales that wont translate to that much more revenue in a already limited market of TD diagnosis. No way will Neurocrine ever sniff that overinflated mark again. Sale and major scale down upon acquisition is coming whether you like it or not.
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CAC is WACK!
CLV? What's the lifetime, measured in months?
 












anonymous said:
I posted a while back according to Goldman Sachs the vulnerability stock price is mid $70s. I called end of summer back in Jan/Feb. Roughly 6 month. I'm still standing by that prediction.
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You also mentioned once it hit mid 70s Neurocrine could be acquired by the end of summer. Do you still think that will happen?
 












anonymous said:
I'm interested in the poster's opinion too. Are there any potential buyers that wouldn't wait to see the outcome of the generic challenge?
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You will have to go back and see previous post as to what companies were potential buyers according to goldman sachs. It was based on companies with money but had dry pipelines in Neuro. I remember one being Pfizer and the other being Lilly. I do not remember who the 3rd company was. I want to say Abbvie. I think Abbvie was mentioned because they are about to lose a lot of money with Humira going generic. They are looking for billion dollar drugs that have minimum 5yr patents.

The thing that was preventing any acquisition was the CPS. The cost per share vs what Neurocrine was actually worth was $73-77 per share. That was the number companies need to see the stock at. After Neurocrine missed forecasts for the 5th quarter in a row, and given the current markets crazy behavior, $79.55. It really is amazing to see Goldman Sachs predict most of this up to this point in a investor report they published back in Jan.
 






Good news guys! Pfizer purchased a drug from biohaven today for $12B for their neuro sales team. That means one less company looking at Neurocrine. These investors at Goldman Sachs are pretty good.
 






anonymous said:
Good news guys! Pfizer purchased a drug from biohaven today for $12B for their neuro sales team. That means one less company looking at Neurocrine. These investors at Goldman Sachs are pretty good.
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Ya, I saw that. I dont think we knew how close we came to being brought or Ingrezza was to being acquired by pfizer. soon after it was announced Pfizer was not interested, Neurocrine stock jumped. It is going down again, so it makes me wonder about the other companies you were talking about still looking at us. I wonder how much Neurocrine is asking for?
 






anonymous said:
Ya, I saw that. I dont think we knew how close we came to being brought or Ingrezza was to being acquired by pfizer. soon after it was announced Pfizer was not interested, Neurocrine stock jumped. It is going down again, so it makes me wonder about the other companies you were talking about still looking at us. I wonder how much Neurocrine is asking for?
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Thats not how companies are acquired..."how much you want". My god.
 






anonymous said:
Thats not how companies are acquired..."how much you want". My god.
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I dont think you understood what they were saying. They were talking about acquiring the drug not the company. One person was talking about a goldman sachs article on the company being purchased. Now what you are thinking is Hostile Takeover. Like Musk with twitter. What Sachs was talking about is how you know what a company is worth by their profits and stock value. Earnings Per Share (EPS). I dont think that would happen because companies like Pfizer do not want to inherit the problems that come with a merger or acquisition. So, more then likely Neurocrine is shopping Ingrezza according to Goldman Sachs. I read that article. A company acquisition was just mentioned but the focus was pharma companies are on the prowel for Neurological drugs since pipelines are getting so thin. And, there are a lot of big pharma compnaies with cash. Especially companies like pfizer after CV19 vaccine profits. Obviously Pfizer went after a different drug. But their are other buyers and that could be what is hurting Neurocrine stock. Its hard to say though since the whole market has been down for the last 6 trading days. But Neurocrine was struggling a little before that and tanked pretty fast once news broke Pfizer did not buy Neurocrine or its drug. I mean the stock dropped almost $6 in one hour once news broke. So, it does look like something was there, but never happened.
 






anonymous said:
It's possible. One reason to enlarge your sales force is to drive up the sales price of your company. So, if they do not have a buyer, they probably will downsize because LTC are not open to reps still and the ingrezza indication for HD with ING is not until July 2023 because of AUS orphan status. Then look at the company stock purchasing over the last month to push up thier stock. Everything points to a selling of the company this year and by the end of summer. Question is what happens if no one buys the company? It has to restructure, because all its moves up to this point have been to sell. As Goldman Sachs indicated. And that's why they see short term growth in the stock of up to 32%. But what happens to the stock with no buyer? Neurocrine has missed its last 4 forecasts.
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Post #41 called it. It's all about showing the market is there. Quite a few potentially buyers can manage the cost of detailing better than us.
 




























































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