Genentech Inc. (DNA)

All Comments on DNA

  • commenter
    PAUL&SHARK
    Aug 20 01:41 PM
    JANA Partners Shows New Stakes in Century Aluminum and Thinkorswim, Boosts AK Steel Stake [view article]
    Those who were raised without a father,will always admire some hero,while those that were raised as real men will make money,not look into jana or mamana's portfolio.
    8bln you write about today are worth only 4$ and slowly evaporating.
    Hedge funds make money shorting stock indexes,and their long positions are little value hedge if markets will stay constant they will be flat on shorts,up on value stocks.
    Do you really believe when Dow is going to hit the wall at 9000 soon jana banana's stocks will go up?     Reply
  • commenter
    turd
    furgeson
    Aug 19 06:40 PM
    Would Genentech Be Better Off Left Alone by Roche? [view article]
    Genentech should say "no thanks" and buy their independence back. Reply
  • commenter
    Saul Sterman
    Aug 19 04:09 PM
    My Website
    Would Genentech Be Better Off Left Alone by Roche? [view article]
    Roche has to buy DNA now as it loses its exclusive marketing rights in 2015. As time goes on the price seems to go up.

    See: DNA - Genentech Inc: Roche Buyout Valued at $113 to $118
    www.crossprofit.com/ar...
    by Steven Davidoff (New York Times) / CrossProfit     Reply
  • commenter
    Saul Sterman
    Aug 19 04:03 PM
    My Website
    What Price Might Roche Pay for DNA? [view article]
    Jake2,
    The author is pointing out that the options market is saying;
    1) the deal will close sometime after 09/20/2008
    2) probably in October, latest November 2008
    3) price will be above $98.00

    For more on DNA, see
    www.crossprofit.com/ar...

    Saul Sterman
    CrossProfit     Reply
  • commenter
    The Sceptic
    Aug 19 01:36 PM
    Would Genentech Be Better Off Left Alone by Roche? [view article]
    If this is just a ploy by Roche to toy with DNA to get the book value up, it will fall flat on its face when the final rejection comes.

    I have an idea/suggestion - It will be a stretch for DNA to arrange for finances to buy the entire 56% of its equity that Roche owns. But it might be possible to buy out a much smaller % - say 7% - to bring Roche's ownership from a controlling one to minority ownership. Ofcourse it will take some negotiations to do that but if Roche is not willing to pony up another 20 bucks. This would be a win-win deal for both Roche and DNA ... it will bring new resurgence to the company's employees as well as the share prices.     Reply
  • commenter
    User 202524
    Aug 19 10:24 AM
    My Website
    Would Genentech Be Better Off Left Alone by Roche? [view article]
    DNA clearly doesn't need Roche - it's the other way around from what I can see .. DNA is in a win-win-win situation or as we say in the South , it's " sitting in the catbird's seat " - at least for now ...... Reply
  • commenter
    skitahoe
    Aug 19 09:08 AM
    Would Genentech Be Better Off Left Alone by Roche? [view article]
    I certainly agree with all you're saying, however it must also be recognized that Roche is putting money in its own pocket by working to move up the price of DNA. It's a win-win proposition for them.

    If they should try a higher bid that also gets rejected, their equity value goes up even more, at this point I doubt they'd want the offer accepted. I haven't done the math, but I suspect they've made several hundreds of millions on their books from the initial offer because of the number of shares they currently hold in DNA and the way the offer moved its price up.

    BMY did the same thing with IMCL.

    Gary     Reply
  • commenter
    Anton
    Aug 18 07:28 PM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    Years ago, I thought that I could divine the future of the biotech companies. Account damaging stock gaps from failed “sure thing” phase–three studies and unexpected drug side-effects required a reassessment of how to successfully invest in the sector. Fortunately, before long I realized that foretelling a novel compound’s efficacy and long term safety was beyond my prophetic ability.

    Most industry group sub-sectors have a high price change correlation among component companies; however this is not the case with biotechnology. This characteristic suggests that a shotgun approach will be a logical path to success.

    The biotech industry in aggregate creates many successful marketable compounds, with ensuing product profits much greater than the sum of cash burn, and long safety issues with resultant litigation expenses, etc. Thus, a more effective way to gain exposure is by using an eight stock or greater basket, or an ETF; select an ETF carefully though, as company weighting methodologies can vary greatly among ETF managers. For example, currently BBH has a huge 39.5% allocation to DNA, whereas XBI has a maximum of 6.1% in any one company. Also, as you would expect, with diversification we can expect a less-wild ride; using daily closing price, the sixty-day standard deviation of XBI is 25.7%, whereas the same for BIIB is 83%, and for ELN a gut-wrenching 209.2%.
    Reply
  • commenter
    turd
    furgeson
    Aug 18 03:16 PM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    NOVA, I couldn't have said it any better. Bravo! Reply
  • commenter
    wdhalgren
    Aug 17 08:58 PM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    Vertex is possible depending on how the competition with Bocepravir plays out. Still looks to have a first to market advantage, and follow on versions might have better dosing schedule.

    UTHR is too expensive, unless bought out by another biotech like GILD using stock. PAH is becoming a very competitive space, and cost competition is coming. UTHR benefitted early on from a lack of choices, but their earnings growth rate is topping out now.

    ALXN, too expensive for cash buyers, plus a political nightmare in the upcoming budget wars since Soliris may be the most expensive drug ever (nearly half a million dollars a year). What pharma wants that headache?

    ONXX, once again expensive for a cash acquirer, and the industry pipeline is bulging with small molecule kinase inhibitors at practically every step in the tumor growth pathways. Patent life is irrelevant for Nexavar, better drugs are available now and more will be along soon.

    AMLN, possible, but Byetta has been expensive to promote and slow to gain a significant foothold. Exenatide LAR will probably face the same challenges, making the ROI questionable for any bid that includes the substantial acquisition premium expected by the market these days.     Reply
  • commenter
    SmallCapBioI
    nvestor
    Aug 17 07:08 PM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    There are many small and microcap medical companies that many of these large pharmas could buy without sneezing. One is DCTH which could bring new life to drugs new and old. Reply
  • commenter
    Ohad Hammer
    Aug 17 05:57 PM
    My Website
    Genentech’s New ADC Platform Has Much Potential, but Is Yet to Be Tested on Humans [view article]
    They might want to have PFS data from the 100 patient phase II trial before committing more resources. In the meantime, they are making all the necessary arrangements for a pivotal study. The phase II study in Tykerb relapsed patients can be amended into a pivotal trial so the lack of announcement does not delay the commercialization of T-DM1. Reply
  • commenter
    nova
    Aug 17 05:35 PM
    My Website
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    Unfortunately, American Big Pharma companies became more marketing organizations rather than new drug development companies.

    It appears that, at the time when companies like ImClone are developing new super-drugs like Erbitux capable of savings thousands of lives, the Wall Street green-mailers, speculators, extortionists and biotech companies stock price manipulations greatly endanger new drugs development process doing great disservice to people all around world.

    The above article is discussing how Big Pharma, with their zillion-dollars executives compensation packages, has failed in development of drugs and now is in a process of ripping off the most innovative and successful biotech companies and its shareholders.

    These Big Pharma acquisition activities add nothing to new drug development but greatly endanger so many lives that could be saved by new drugs.

    Reply
  • commenter
    in4thelongha
    ul
    Aug 17 02:13 PM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    I would add to that list BIIB...considering the absurd sh/pr hit which Biogen has taken on Tysabri and the fact that Carl Icahn is accumulating. ELN is of course caught up in the same recent events and is also a prime target for acquisition by either Wyeth (WYE) or Biogen Idec (BIIB).

    Add Dendreon (DNDN) to the list if their interim analysis of Provenge (October estimate) for end-stage prostate cancer is sufficiently positive to allow for immediate trial cessation and refiling of BLA...I would give them roughly a 75% chance of sufficient success at the interim btw.     Reply
  • commenter
    PrudentMan
    Aug 17 11:22 AM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    The patent expiration problems of large pharma are well know. This article would have added value if the specific reasons why the target companies were potential takeovers would have given substance to it.

    In this day where primary research is virtually missing and everyone seems to be peddling their portfolio, it would be refreshing to get sound reasoning backed by substantive facts rather than mere opinions which are worth exactly what you pay for them.     Reply

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