l********0
发帖数: 229 | 1 Alan Green 是一个 European guy. 他经常在一些经济论坛上发表一些关于投资汇率之
类看似很牛的评论或预测。去年，他发一个贴说Pifzer和Merck KGA将有合作。两周以
后，就证明他说对了。今年，他又发贴说THLD将被买了，不知道这次他准不准。就在这
个节骨眼上，THLD SEC filing了一个值得讨论的document.
http://biz.yahoo.com/e/150107/thld8-k.html
同时也引发了网上一片热议。哪位专家给讲讲，这时候干这事，公司是不是被买的节奏？
tredleon Change of Control Severance Agreements.....
.
put in place for a couple mid-level managers. This is somewhat unusual -
possibly triggered by preliminary talks to sell the company??? Most hi-level
execs have employment agreements that already have these provisions and
they usually don't push change of control benefits down to mid-level guys
unless there is a real possibility of a transaction. Less
beameup_999 • 44 minutes ago
Why would they even consider selling now with two Phase 3 test results only
a year away? Why not wait until all the effort they have expended over the
last few years has been rewarded?
tredleon • 2 minutes 46 seconds ago Flag
Good question. If Merck is seeing broad applicability of the drug (beyond
Pancreatic and STS indications) and wants to capture all the spoils, they
may be pushing to buy while the share price is low. Whether THLD management
would consider a sale at this stage is complicated - they could play
hardball and put Merck off until the Phase III trials come in, betting on a
much higher share price to start the negotiations, but they have a duty to
the shareholders to consider current offers. What would you consider a good
price today, taking into account the risk of the trials, etc.? Less |
s****a
发帖数: 9912 | 2 我去看了看，收购不收购，现在上的话，看似风险不是很大，
但这家也没收入，全靠炒作 |
l********0
发帖数: 229 | 3 药物公司不都这样吗？这家公司有两个临床三期的药明年初要出结果，正常早该上十块
了。是不是有人知道可能被买，故意压低股价呢？ |
l********i
发帖数: 2503 | 4 没道理。如果机构看好的话，会把价钱买上去，不可能一直压着。股价一直很低的话，
收购也卖不了好价钱
【在 l********0 的大作中提到】
: 药物公司不都这样吗？这家公司有两个临床三期的药明年初要出结果，正常早该上十块
: 了。是不是有人知道可能被买，故意压低股价呢？
|
C**X
发帖数: 1331 | 5 不同意这个！
价钱压低是非常常见的收购征兆。
【在 l********i 的大作中提到】
: 没道理。如果机构看好的话，会把价钱买上去，不可能一直压着。股价一直很低的话，
: 收购也卖不了好价钱
|
l*****u
发帖数: 12114 | 6 长时间压着确实比较fishy。可以先涨些，然后收购之前砸盘。
话，
【在 C**X 的大作中提到】
: 不同意这个！
: 价钱压低是非常常见的收购征兆。
|
C**X
发帖数: 1331 | 7 谢谢， 我买了，看了这个铁以后买的。
奏？
level
【在 l********0 的大作中提到】
: Alan Green 是一个 European guy. 他经常在一些经济论坛上发表一些关于投资汇率之
: 类看似很牛的评论或预测。去年，他发一个贴说Pifzer和Merck KGA将有合作。两周以
: 后，就证明他说对了。今年，他又发贴说THLD将被买了，不知道这次他准不准。就在这
: 个节骨眼上，THLD SEC filing了一个值得讨论的document.
: http://biz.yahoo.com/e/150107/thld8-k.html
: 同时也引发了网上一片热议。哪位专家给讲讲，这时候干这事，公司是不是被买的节奏？
: tredleon Change of Control Severance Agreements.....
: .
: put in place for a couple mid-level managers. This is somewhat unusual -
: possibly triggered by preliminary talks to sell the company??? Most hi-level
|
l********0
发帖数: 229 | 8 似乎有不少人同意有被卖的可能。
beachbumsoon325 • 18 hours ago
Upper management set up their golden parachutes in early 2012. Joel and
Nipun are middle / upper management and are key players and worth protecting
in an event of a pre-mature sale . That's what I'm seeing.
mclim73 • 17 hours ago
Agreed. Seems somethings in the works...hence the recent rise. What I can
see is that we can get warrants for future success of th302 if we were to
get offers. 10 bucks buyout with 10buck warrant for sts and pc... another 10
for lungs etc.
timothyc121855 • 4 hours ago Flag
The CFO is mid-level ? The last time I checked Fernandez signs off on ALL
financial disclosures & corporate filings. Did you not know that ?
tredleon • 4 hours ago
His title is not CFO - it is "VP of Finance and Controller", which is
typically one level below the CFO position. I never noticed that this
company does not have a designated CFO, which is unusual. Although working
in finance and accounting, I could never imagine what a CFO of a development
stage biotech does all day - with little to no revenues to account for, the
accounting, tax and filing issues are fairly simple - a nice gig that
typically pays $500K+.
In any event, the point is that Fernandez has been with the company since
2006 and appointed to his current position in 2011, and he likely does not
have an employment agreement. So, why after 3+ years in this position do
they feel the need to give him (and the VP of Manufacturing) protection from
a change of control - these things don't happen in a vacuum? I worked for a
company that scrambled to put in similar agreements for certain managers
when the company was suddenly put in play by the BOD. Less |
l********0
发帖数: 229 | 9 Sunday, December 7, 2014
又一个貌似牛人, Sierra, 在博客里预测THLD被买。
http://sierraworldequityreview.blogspot.com/2014/12/pfizer-pfe-
Pfizer (PFE) To Enter Into Acquisition Negotiations With Threshold
Pharmaceuticals (THLD) First Week Of January 2015 Predicts Sierra World
Equity Review
Latest Projections: Pfizer (PFE) To Enter Into Acquisition Negotiations
With Threshold Pharmaceuticals (THLD) First Week Of January 2015 Predicts
Sierra World Equity Review. Look for the official news coming, when it
breaks remember Sierra called this first! |
l********0
发帖数: 229 | 10 各位专家老师，庄家猛砸盘，是不是要挤走散户赚大钱的节奏？ |
x****9
发帖数: 2668 | 11 考虑，三块以下入，大不了鸭子飞走，小妖股，防不胜防。。。现在市场捞底的机会太
多。。。现金为王。。。 |
L******t
发帖数: 585 | 12 买
【在 x****9 的大作中提到】
: 考虑，三块以下入，大不了鸭子飞走，小妖股，防不胜防。。。现在市场捞底的机会太
: 多。。。现金为王。。。
|
