Is $RFL the next Jonas StraightPath-like home run? Two cancer drugs in expedited-FDA-review status for a Q1 decision. Market size for Pancreatic approval alone could 10x the stock. 65%-approval chance each (FDA stats.) More Jonas magic possible? Or could be nothing....
$RFL$22/sh now. $200-$3,000 possible
- if Pancreatic drug approved this quarter (65% odds) & likely becomes standard of care.
- A typical Jonas set up. (I recall Net2phone $ Straightpath.)
- if Pancreatic drug approved this quarter (65% odds) & likely becomes standard of care.
- A typical Jonas set up. (I recall Net2phone $ Straightpath.)
With two fast-tracked drugs for FDA approval, 65% chance each this quarter, the EV on this one seems off-the-chart $RFL
This informative VIC write up makes a good case for a $200-$3,000 $RFL stock range. Though my calcs are more conservative. valueinvestorsclub.com/idea/RAFAEL_HO…
HT @boskovic64
Reminds me of $IDT Straightpath spectrum spinoff circa 2017 widely riduculed for outlandish valuation scenarios and shorted @ $8/share.
Promptly acquired by Verizon for $184/share.
Promptly acquired by Verizon for $184/share.
What’s with $RFL price? Any news?
$RFL quietly 2x'ed in the past few weeks - stock trading like it cured cancer or something...
$RFL up 14% for no reason 👀? Only $2,056 left to go to the top range that wild SA estimate?
When $RFL earnings? Nothing on the IR page, and last year was on March 5?
$RFL The tea leaves are strong on this one now - the two new exec hires are a telling sign of odds to come.
Explains u explained $rfl stock rise in past few weeks. Hires were discloded to SEC way before yest PR.
$RFL MC now >> $IDT from where it was spun off 3yrs ago @ 1/10 current valuation.
I doubt Mr. Market yet fully priced in the meaning of the two recent $RFL hires.
And the othe hire is a CCO - Chief Commercial Officer, A.K.A Head of Sales
Why hire a Sales VP when nothing to sell? And why would one like that take the job?
$RFL
Why hire a Sales VP when nothing to sell? And why would one like that take the job?
$RFL
"Devimistat, by Rafael, and Masiviera, by AB Science, will be lead candidates in the first-line from a clinical and commercial standpoint." #RFL expresspharma.in/latest-updates…
Looks like the new $RFL CEO got 5% of he company in RSUs. Some dilution, or a heck of an incentive to raise the stock price.
“The Company’s Board of Directors....approved the Employment Agreement with Mr. Mallik, which provides......(iv) an initial grant of restricted shares of the Company’s Class B common stock representing 5% of the total outstanding shares of the Company...”
Revisiting earlier $RFL Devinistat results for AML in Phase I. onclive.com/view/investiga…
“Overall response rate (ORR) was 50%, comprised of 26 participants with a complete remission (CR) and 5 with a CR with incomplete hematologic recovery (CRi)... Historically, investigators said, only 33% of older patients reach a CR/CRi.” Seems meaningful?
But would it be enough to achieve a “standard of care” status for AML?
$RFL files a $250m shelf registration. Soon after a CEO hire. FDA approval & thus commercialization start imminent? Or am I misinterpreting? sec.gov/Archives/edgar…
$250m is a massive amount vs. $RFLs previously tiny burn. The only reason would need (+a high-powered CEO & Sales VP) is full scale commercialization, IMHO.
No reaction to this giant “shelf” $RFL just filed. Same as w CEO/VP Sales hires just earlier. Efficient market, I guess.
What are the odds $RFL could dwarf Straightpath?
“4 confirmed CRs out 27 (Pancreatic) patients in the Compassionate Use Program.”?
So far, darn impressive. $RFL
So far, darn impressive. $RFL
$RFL upside from here appears 10x-40x 👀with good odds & not too distant future. Not cancer-treatment advice
Why $RFL up today? Don’t see anyth new in the Q3 earnings. But why not?
Last year, an NCBI article profiled $RFL ’s CPI-613 as “2nd most promising Pancreatic Phase3 trial”.
50k patients in USA (3x WW) x ~$100k/yr (?)/ treatment?
50k patients in USA (3x WW) x ~$100k/yr (?)/ treatment?
Another chess mobe by Jonas? Who can fathom? $RFL. rafaelholdings.irpass.com/Rafael-Holding…
Well, Mallik hasn’t quit? = good news.
Advisors on the transaction. Are these from Batman?
Houlihan Lokey, Olshan Frome & Schwell Wimpfheimer
Houlihan Lokey, Olshan Frome & Schwell Wimpfheimer
And WTH is Altira Capital & Consulting, LLC whose remaining interest $RFL is buying out?
Interesting that Jonas/ $RFL been buying out Altria’s tiny CPI-613 royalty share at $3b-equivalent valuation for a few quarters now. HT @boskovic64
Reminds me of Straightpath days when Jonas was adding small licences at hundreds-$$mill total-spectrum valuation which later probed worth billions. $rfl
$RFL. A single non-toxic compound to enhance chemo effectiveness across most cancers. Quite a position to aim for. A big-pharma kind. (Reminds Amgen - a $100b co build on essentially a single purpose compound.)
Every step taken recently screams “commercialization in 2022”. The new CEO and Sales VP must have seen convincing Ph3 data, or why take the “nonexistent” job?
Breaking: $RFL raised from "Underweight" to "Non-Futile".
Big reveal at Rubicon-Suchs:
Upgrading $RFL from “Non-Futile” to “Massive”
Doing so in off-trading hours so as not to spike the price.
Upgrading $RFL from “Non-Futile” to “Massive”
Doing so in off-trading hours so as not to spike the price.
Admitedly, slackers at Rubicon-Suchs™️ msy not have done extensive research, but CEO Ameet Mallik surely has. And whose judgement do you trust on cancer drugs?
Analysts at Rubicon-Suchs ™️maybe slackers, but they are not dumb. (Or are they?)
The head of Novartis US Oncology jumps his prestigious job to head up a “real estate” company for a “nothing” salary and a 5% share in RSUs😱 😱 Holy oncology!
The head of Novartis US Oncology jumps his prestigious job to head up a “real estate” company for a “nothing” salary and a 5% share in RSUs😱 😱 Holy oncology!
But there is more....the head of Sales & Commercial Operations at Immunomedics - a $21b-valued Cancer company also quits a cushy job to join same unknown "real estate" company to head Sales & Operations - areas which literally don't exist? Mamma malignia!
What are these people smoking? Or did they just inhale CPI-613 and messed up their selfish-gene Mitochondria??
Why should $RFL rise daily for weeks by high single digits 🤷♂️?
So $RFL pancreatic-trial’s end point quietly switched late June from original “PFS” to a higher-standard “OS” - the reason readout date moved to Q4. But why we find out in a roundabout way and not communicated?
Good article about $RFL going for the “OS” end point. HT @Smooth__Legend onclive.com/view/novel-com…
Good descriptions also of earlier trials successes,
When in doubt, bet with the billionaire owner? $RFL
I wonder. Of all his businesses, where is Jonas spending the most time/effort? $RFL $IDT
Jonas’ other unicorm - Straightpath:
- Spunoff @ $5/share in 2013
- Reached $40 in 2015
- Attacked by a short to $8 in 2015
- Reached $36 again in 2017
- Bid by ATT for $85
- Acquired by Verizon for $185 in 2018
$RFL
- Spunoff @ $5/share in 2013
- Reached $40 in 2015
- Attacked by a short to $8 in 2015
- Reached $36 again in 2017
- Bid by ATT for $85
- Acquired by Verizon for $185 in 2018
$RFL
$RFL on the other hand:
- Spunoff at $9 in 2018
- Reached $29 in 2019
- Crashed to $12 in 2020
- Reached $62 in 2021
- Future awaits......
- Spunoff at $9 in 2018
- Reached $29 in 2019
- Crashed to $12 in 2020
- Reached $62 in 2021
- Future awaits......
• • •
Missing some Tweet in this thread? You can try to
force a refresh
