@AStrokeOfLuck $LLY
remember @judgeyoung2
$PFE rather pay $10 billion for $MTSR , than 5-$6 billion for $VKTX or chump change for $ALT says it all. 🤭🫡😅👇
@bavariaron wonder if he pushed for $PFE to overpay for an inferior asset in $MTSR. So strange they’d put all their marbles on a single agonist small molecule. Higher risk, lower efficacy.
$GPCR Doesn't look like the market priced it in, but I do like the hire of former $MTSR Chief Legal Officer. I think this is a strong move.
While I think previous company ties are often over inflated, this hire appears very pertinent to what $GPCR needs at this point.
A snippet from the Structure Press Release:
"Mr. Lang most recently served as Chief Legal Officer and Secretary at Metsera, Inc., helping to guide the company through its up to $10 billion acquisition by Pfizer. Prior to Metsera, Mr. Lang served as Chief Business and Legal Officer at Lyell Immunopharma, Inc., and held several executive officer positions at Myovant Sciences, where he helped lead the company through Phase 3 clinical development, global approval and commercialization of Myfembree® and Orgovyx®."
Welcome aboard Mr. Lang!
https://ir.structuretx.com/news-releases/news-release-details/structure-therapeutics-appoints-matthew-lang-jd-chief-operating
$NMRA Old article. But goes to show Berns has been through big $$$ acquirerors before. I can only hope a bidding war ensues for us like it did $MTSR. https://endpoints.news/exclusive-the-inside-story-of-pfizer-and-novos-fight-for-the-10b-metsera-deal/
$VERU Haven't forgotten about you. Keep preserving that muscle and let's get a damn deal done!
Here are some highlights from the upcoming "4th Obesity & Weight Loss Drug Development Summit."
(July 14th-16)
The summit specifically highlights $VERU in the same bullets as $NVO, $LLY and $RHHBY and calling them "Innovative Biotech" along with Canary and $MTSR
For those interested, here's the link to the Summit and downloading the Agenda is free with this link:
Summit Link:
https://obesity-weight-loss-summit.com/?utm_source=marketo&utm_medium=email&utm_campaign=primary&utm_content=launch/ev-69725/em-01
Event Guide Link:
https://obesity-weight-loss-summit.com/full-event-guide/?utm_source=marketo&utm_medium=email&utm_campaign=primary&utm_content=launch/ev-69725/em-01
$GOOGL $GOOG Sold off their $MTSR Metsera stake today after the $PFE acquisition. Netted them a cool 500 million $.
Talk about investing chops. Google Ventures is so cracked that Google’s P/E ratio with/without their investment in other companies is like 6 apart.
$NMRA A VERY sizeable amount of $2.50 April CALLS have been traded today. Interesting since this is before Navacaprant KOASTAL 2/3 date is supposed to be announced. $NVO $PFE $MTSR $LLY Maybe NLRP 3 obesity update?
$NMRA $PFE $MTSR weight loss drug data was meh. Let's hope Pinto (was board member of $MTSR) has a better outcome with ours. One less competitor to be worried about.
