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Post by bernstein on Dec 22, 2016 18:53:26 GMT
RDHL is a brutally undervalued and almost unknown gem with many News coming within 6-7 months including Phase 3 Results from 2 Potential Blockbusters and NDA resubmission in early 2017 . Market Cap of around $150 Million and $60+ Million in cash makes this Biotech one of the most attractive in the Sector . This low float Stock is a gift below $10 with good News we could see $50 easily by end of next year . Market Cap :$148 Million Cash: $62 Million Price: 9.70 Shares out 15 Million (50% of Shares held by Insiders alone) New Presentation files.shareholder.com/downloads/AMDA-1C0OBF/3449232654x0x921626/E74E4AE5-D2D2-4BE5-AC65-E5500A956C12/RedHill_Biopharma_Corporate_Presentation_151216_.pdfUpcoming Milestones Q4 2016: Commercial asset: •Potential acquisition of certain commercial rights to GI asset currently on the market in the U.S. 1H 2017 : RIZAPORT®(RHB-103): •Re-submission of U.S. NDA RHB-104: •Second DSMB meeting for the MAP US Phase III study for Crohn’s disease, including safety and interim efficacy analysis, with evaluation of option of early stop for success for overwhelming efficacy -Q2/2017 <<<<<<<< POTENTIAL BLOCKBUSTER ..GLOBAL MARKET SIZE : $5+ BILLION
BEKINDA®(RHB-102): •Top-line Phase III results (gastroenteritis) -mid-2017 <<<< MARKET SIZE $650+ MILLION •Top-line Phase II results (IBS-D) -mid-2017
RHB-105 (H. pylori): First Phase III study successfully met its primary endpoint with high statistical significance (p<0.001), confirmatory Phase III planned to be initiated H1/2017 <<<< POTENTIAL BLOCKBUSTER ..GLOBAL MARKET SIZE : $4+ Billion
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Post by JHam on Dec 23, 2016 11:08:47 GMT
RDHL is a brutally undervalued and almost unknown gem with many News coming within 6-7 months including Phase 3 Results from 2 Potential Blockbusters and NDA resubmission in early 2017 . Market Cap of around $150 Million and $60+ Million in cash makes this Biotech one of the most attractive in the Sector . This low float Stock is a gift below $10 with good News we could see $50 easily by end of next year . Market Cap :$148 Million Cash: $62 Million Price: 9.70 Shares out 15 Million (50% of Shares held by Insiders alone) New Presentation files.shareholder.com/downloads/AMDA-1C0OBF/3449232654x0x921626/E74E4AE5-D2D2-4BE5-AC65-E5500A956C12/RedHill_Biopharma_Corporate_Presentation_151216_.pdfUpcoming Milestones Q4 2016: Commercial asset: •Potential acquisition of certain commercial rights to GI asset currently on the market in the U.S. 1H 2017 : RIZAPORT®(RHB-103): •Re-submission of U.S. NDA RHB-104: •Second DSMB meeting for the MAP US Phase III study for Crohn’s disease, including safety and interim efficacy analysis, with evaluation of option of early stop for success for overwhelming efficacy -Q2/2017 <<<<<<<< POTENTIAL BLOCKBUSTER ..GLOBAL MARKET SIZE : $5+ BILLION
BEKINDA®(RHB-102): •Top-line Phase III results (gastroenteritis) -mid-2017 <<<< MARKET SIZE $650+ MILLION •Top-line Phase II results (IBS-D) -mid-2017
RHB-105 (H. pylori): First Phase III study successfully met its primary endpoint with high statistical significance (p<0.001), confirmatory Phase III planned to be initiated H1/2017 <<<< POTENTIAL BLOCKBUSTER ..GLOBAL MARKET SIZE : $4+ Billion
I like the cash position and the low share count. I've been looking to get my feet wet with something new so I'll have a loook. Thanks.
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Post by JHam on Dec 23, 2016 11:20:01 GMT
Any reason for the big dump two days ago?
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Post by bernstein on Dec 23, 2016 15:29:16 GMT
Its the ongoing Share Offering which created this great opportunity . The Stock is way oversold with a RSI of 21 should rebound to $11+ quickly .Management alone owns almost 50% of the Company they have great board members which coming from Teva Pharma (TEVA) and Eagle Pharma(EGRX) i think this one is a no braine at current levels .GL and happy holidays ! stockcharts.com/c-sc/sc?s=rdhl&p=D&yr=0&mn=9&dy=0&i=p93834726544&r=3658
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Post by JHam on Dec 23, 2016 15:34:14 GMT
Its the ongoing Share Offering which created this great opportunity . The Stock is way oversold with a RSI of 21 should rebound to $11+ quickly .Management alone owns almost 50% of the Company they have great board members which coming from Teva Pharma (TEVA) and Eagle Pharma(EGRX) i think this one is a no braine at current levels .GL and happy holidays ! stockcharts.com/c-sc/sc?s=rdhl&p=D&yr=0&mn=9&dy=0&i=p93834726544&r=3658I have learned that there is no such thing as a "no brainer", lol, but I do like this one the more I read. Just opened a small position. Thanks!
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Post by JHam on Dec 23, 2016 15:51:38 GMT
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Post by bernstein on Dec 23, 2016 19:53:26 GMT
Looks like the Rebound is ongoing ...here is one of the reasons why i bought this Goldmine .Ok guys have a nice Weekend . Dan Suesskind , Director Mr. Suesskind, who served 31 years as CFO of Teva Pharmaceutical Industries (NYSE: TEVA) until 2008, had played a pivotal role in the strategic activities of the Israeli generic pharmaceuticals giant, including the acquisition of more than 30 companies. During that period, Teva grew from a small Israeli company with a market cap of $37 million, into a leading global company with a market cap exceeding $34 billion in 2008. Mr. Suesskind was a member of Teva’s board of directors until recently.
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Post by JHam on Dec 25, 2016 11:57:58 GMT
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Post by JHam on Dec 25, 2016 12:20:37 GMT
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Post by JHam on Dec 25, 2016 12:35:51 GMT
According to Jason N's most recent analysis (Nov. 2016) he expects there to be a big announcement (probably the GI acquisition in the US?) in conjunction with this raise. This was written before the recent cash raise, so now that "near future" cash raise has happened: www.talkmarkets.com/content/stocks--equities/redhill-expects-an-eventful-next-few-months?post=112761-Potential Business Development TransactionDespite the large cash balance, I think the company will try again to raise cash again in near future; however, I think it will be in conjunction with some sort of business development transaction where investors can clearly see why and where the new money will be spent. To that point, on November 1, 2016, the company entered into a non-binding term sheet with a pharmaceutical company as part of a potential strategic vertical integration plan to build a U.S. specialty pharmaceutical company by establishing a commercial presence and capabilities.
Under the term sheet, RedHill would be granted the right to exclusively promote a specialty gastrointestinal product in certain territories in the U.S. The parties would share revenues generated in such territories based on an agreeable split between the parties. RedHill is not required to make any upfront or milestone payments under the term sheet. Management's goal is to close the deal before the year of the year. I think if the deal closes and the market see the positive merits of the transaction, RedHill will raise cash on the back of the deal.
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Post by omstem on Dec 26, 2016 4:06:40 GMT
Thank you Bernstein for discovering company with a possible great potential. Thank you Jham for your additional inputs. I sure do intend to initiate a small position in this company. It looks very promising. I have done my part of research and here are my observations. 1. The burn rate is going to be about 10 MM per quarter as per the last CC from the company. 2. The companies that they have term sheets are private and not big companies (both in South Korea and Spain). At least I could not fond enough information about these companies. But this is a beginning for a company with 140 MM market cap. 3. There are two tiered (that is what I see and correct me if I am wrong) royalty sharing. 4. The initial incomes are no expected any time soon. 5. This company has a good Management Team. (Definition of good Management is relative but they seem to have come from good background.) 6. About or more than 50% of the stock is held by the management and that is positive. Just not positive but it is great. Above all thanks to Bernstein for discovering this company. I want see what JCK has to say about this company while respecting what Jham had already said.
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Post by JHam on Dec 27, 2016 15:41:03 GMT
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Post by JHam on Dec 28, 2016 16:06:29 GMT
Any thoughts on Lincoln Park participating in the public offering?: EMC2 Fund Ltd participated in the registered direct offering. Investors in the public offering included, among others, Sabby Management, LLC, DAFNA Capital Management, Rosalind Advisors, Inc., Koramic Holding, Lincoln Park Capital, Nexthera Capital LP and others.
Lincoln Park has a reputation for making death spiral financing deals with broke companies that can't raise cash through public offerings. When I see their name on things it is usually a red flag. Since this is a direct public offering though and not a financial agreement, I feel a little more comfortable. Does anyone notice anything from the language in this offering that seems suspicious? www.sec.gov/Archives/edgar/data/1553846/000117184316013769/f424b5_122216.htm
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Post by omstem on Dec 28, 2016 22:52:55 GMT
I agree with you Jham, Lincoln Park is a red flag.
They got the shares at $10.25 and is not at a deep discount compared to the recent market price. As you pointed out, this is not an ever bleeding financial arrangement. Hopefully this should be alright. JCK said about several companies where the participants in these kinds of arrangements sold the shares that they got at discount and kept the warrants. So I am watching if they are likely to dump the shares. But considering that the price is not at a deep discount such possibility seems less likely.
Thanks.
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Post by bernstein on Dec 29, 2016 13:29:03 GMT
Guys relax, first Lincoln Park is a very small investor at best thats not worth mentioning second the Company has now $78 Million in the Bank or 2+ years of Cash and the whole Value is at ridiculous $170 Million so you get the Product Pipeline which includes 3 Mega Drugs in Phase 3 (2 of them are potential Blockbuster ,RHB105 was successful in first Phase 3 clinical trial ) for $100 Million which is a joke . You guys should focus on the upcoming major news which are around the corner like the New Product acqusition ,US-NDA submission for Rizaport in 1Q and Phase 3 results from 2 Drugs in 1H 2017 thats what counts here GL Updated Presentation from 27 December files.shareholder.com/downloads/AMDA-1C0OBF/3449232654x0x921626/E74E4AE5-D2D2-4BE5-AC65-E5500A956C12/RedHill_Biopharma_Corporate_Presentation_271216_.pdfMultiple Catalysts: RIZAPORT®European MAA approved and U.S. NDA filed for migraines Positive results from Phase III study with RHB-105 -a potential blockbuster Two additional ongoing Phase III studies in GI indications, including RHB-104 for Crohn’s -a potential blockbuster Several Phase II studies ongoing
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Post by JHam on Dec 29, 2016 15:42:15 GMT
Guys relax, first Lincoln Park is a very small investor at best thats not worth mentioning second the Company has now $78 Million in the Bank or 2+ years of Cash and the whole Value is at ridiculous $170 Million so you get the Product Pipeline which includes 3 Mega Drugs in Phase 3 (2 of them are potential Blockbuster ,RHB105 was successful in first Phase 3 clinical trial ) for $100 Million which is a joke . You guys should focus on the upcoming major news which are around the corner like the New Product acqusition ,US-NDA submission for Rizaport in 1Q and Phase 3 results from 2 Drugs in 1H 2017 thats what counts here GL Updated Presentation from 27 December files.shareholder.com/downloads/AMDA-1C0OBF/3449232654x0x921626/E74E4AE5-D2D2-4BE5-AC65-E5500A956C12/RedHill_Biopharma_Corporate_Presentation_271216_.pdfMultiple Catalysts: RIZAPORT®European MAA approved and U.S. NDA filed for migraines Positive results from Phase III study with RHB-105 -a potential blockbuster Two additional ongoing Phase III studies in GI indications, including RHB-104 for Crohn’s -a potential blockbuster Several Phase II studies ongoing I am not too worried about Lincoln Park at this point, as I think they were just one of many investors who took place in a straight up public offering. I disagree though that we should "focus" on upcoming major news. In my opinion that's where people get into trouble. The upcoming major events/milestones are the reasons why one invests in a company, but once you stop focusing on potential hang ups and negatives is when you end up losing your ***. I am interested to to see what this acquisition is and how much it will cost them. They could announce it any day now.
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Post by hansgruber on Dec 29, 2016 16:01:41 GMT
Decided to dabble here. Need to do a little more DD before i take a larger position. May increase it after the new year. GLTA.
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Post by JHam on Dec 29, 2016 16:02:45 GMT
I agree with you Jham, Lincoln Park is a red flag. They got the shares at $10.25 and is not at a deep discount compared to the recent market price. As you pointed out, this is not an ever bleeding financial arrangement. Hopefully this should be alright. JCK said about several companies where the participants in these kinds of arrangements sold the shares that they got at discount and kept the warrants. So I am watching if they are likely to dump the shares. But considering that the price is not at a deep discount such possibility seems less likely. Thanks. Yeah, I agree. Glad to see it creeping back up. I added more yesterday and today.
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Post by bernstein on Dec 29, 2016 16:10:10 GMT
I am interested to to see what this acquisition is and how much it will cost them. They could announce it any day now.
from the new presentation :
•RedHill is in the process for establishing commercial presence and capabilities in the U.S.
•Commercial operations planned to support, among others, potential future commercial launch of RedHill’s GI-related products under development (RHB-104/RHB-105/BEKINDA®)
•Ex-Salix key executives joined RedHill to lead its U.S. commercial operations
•Non-binding term-sheet with a pharmaceutical company (the “Partner”):
oRedHill will be granted with the commercial right to exclusively promote the Partner’s specialty gastrointestinal product in certain territories in the U.S.
oThe parties will share revenues generated in such territories oRedHill is not required to make upfront or milestone payments
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Post by JHam on Dec 29, 2016 16:38:12 GMT
I am interested to to see what this acquisition is and how much it will cost them. They could announce it any day now. from the new presentation : •RedHill is in the process for establishing commercial presence and capabilities in the U.S. •Commercial operations planned to support, among others, potential future commercial launch of RedHill’s GI-related products under development (RHB-104/RHB-105/BEKINDA®) •Ex-Salix key executives joined RedHill to lead its U.S. commercial operations •Non-binding term-sheet with a pharmaceutical company (the “Partner”): oRedHill will be granted with the commercial right to exclusively promote the Partner’s specialty gastrointestinal product in certain territories in the U.S. o The parties will share revenues generated in such territories oRedHill is not required to make upfront or milestone payments Thanks! That's right, I forgot about that. Even better. Certain territories in the US. What does that mean? Guam and Samoa?
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