CASH ( habra que sumarle los 24M del off. junio )As of March 31, 2020, we had cash, cash equivalents, restricted cash and short-term investments of $170.7 million, inclusive of $35.7 million of restricted cash. We expect our existing cash resources, along with revenue we expect to generate from sales of COPIKTRA, will be sufficient to fund our planned operations through 12 months from the date of issuance of these condensed consolidated financial statements.
Los inversores: BOSTON--(BUSINESS WIRE)-- Verastem Oncology (NASDAQ: VSTM) (the “Company”), today announced that it has agreed to sell approximately 46.5 million shares of its common stock to certain institutional investors, including RA Capital Management, Vivo Capital, Venrock Healthcare Capital Partners, Farallon Capital Management, Acuta Capital, EcoR1 Capital LLC, Avidity Partners and Logos Capital,
February 27, 2020, the Company entered into a Securities Purchase Agreement with certain institutional investors in which sell 46,511,628 shares of common stock at a purchase price of $2.15 per share, which represents 12.6% premium to the last reported sale price of the Company’s common stock of $1.91 per share on February 27, 2020. O proceeds approximately $93.8 million,
Si sumo las acciones declaradas de entradas recientes mas o menos suman unos 50M acciones, que podrian bien ser ese offering a 2.15$ de febrero.
Licencias cerradas:
On January 7, 2020, the Company entered into a license agreement with Chugai (the Chugai Agreement) whereby Chugai granted the Company an exclusive worldwide license for the development, commercialization and manufacture of products containing VS-6766, a dual RAF/MEK inhibitor.
On July 25, 2019, the Company entered into a license and collaboration agreement with Sanofi (the Sanofi Agreement), under which the Company granted exclusive rights to Sanofi to develop and commercialize products containing duvelisib in Russia, the Commonwealth of Independent States (CIS), Turkey, the Middle East and Africa (collectively the “Sanofi Territory”) for the treatment, prevention, palliation or diagnosis of any oncology indication in humans or animals.
On June 5, 2018, the Company entered into a license and collaboration agreement with Yakult (the Yakult Agreement), under which the Company granted exclusive rights to Yakult to develop and commercialize products containing duvelisib in Japan for the treatment, prevention, palliation or diagnosis of all oncology indications in humans or animals.
On September 25, 2018, the Company entered into a license and collaboration agreement with CSPC (the CSPC Agreement), under which the Company granted exclusive rights to CSPC to develop and commercialize products containing duvelisib in the People’s Republic of China (China), Hong Kong, Macau and Taiwan (each, a Region and collectively, the CSPC Territory) for the treatment, prevention, palliation or diagnosis of all oncology indications in humans.
PIPELINE: variado, merck y mucho logo colaborador, wich is good Conclusión: estamos bajo precio de dos útlimos offerings, haciendo mis chusti-análisis ( sin saber de ciencia) me indica que quizás ahí si hay algo interesante. Faltaría mirar su ciencia por alguien que entendiera y prox. eventos catalizadores. A precio de hoy me parece una compra normal-buena con posibilidades, cash a un anyo, y respaldada, con pipeline variado y con collabs y licences (para ser chicharro tiene una situación tirando a muy positiva en mi opinión) , quizás le meto un tiro inicial para abrir posición, y en mente cargar si baja a 1.30 o por ahi ( que he visto alguna opción) en mi situación, que ya estoy muy invertido en otras. **Contando solo cash tenemos 0,83$ por acción, por lo que la promesa de su pipeline ahora mismo tiene un precio de unos escuetos 46Millones, considerando el interés institucional que ha habido, es poco no?
VSTM ajjaajaj, editado para evitar sustos , no era mi intención :P es verdad que poeniendo nuevo offering se prestaba a confusión/alarma xd, saludos crack!
RDUS Lo que te decía, nada relevante salvo las ventas cada trimestre. Ya redujeron un 10% la previsión para el año por el COVID.
Próximos resultados 2H 2021. Toda una vida. Pasta menguando, para año y medio dependiendo de cómo evolucionen las ventas. Tienen que ampliar en unos meses casi seguro. Por eso la cuesta abajo desde que anunciaron que se querían deshacer de Elacestrant si encontraban comprador.
Están baratas pero si la cosa no mejora podrían estar hasta bastante caras...
