Chicken Little schreef op 11 augustus 2015 14:38:
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I wanted to point out that your projection is base don the assumption that the higher price was reasonable, and therefore the lower price is not. But you based that on one assumption. So what if that assumption is not correct?
If you want my opinion, fine: I think the AbbVie stuff is priced in at around 60 . I think today's action is a play to shake weaker hands out., I don;t think GLPG is worth much more than about 75 Eurobucks in 2015. What happens afer 2015 is too far out.
I also do not think a fat wallet does anything to speed up or improve chances of success in development of new drugs. If that were true, AbbVie (J&J etc) would not need GLPG, right? All it could do is allow them to buy a promising drug. But that is a weak play, imho.