Post by luxetvox on Feb 2, 2024 21:23:58 GMT
Well, well, well. Westfield Capital Management now owns over 4 million shares of Ascendis, which is 7.05% of the stock. Who is Westfield? They're an investment advisor with $15+ billion AUM, $3.1 billion of which is in Health Care. Real $, putting real dollars to work in a real company.
What happens if Lilly, or JNJ, or Merck decide to buy Ascendis? Then, the mighty Pfizer sales force, under the rather weak leadership of the grossly overpaid Al Bourla, will be going up against very well capitalized professional salespeople in the battle for dominance in weekly HGH.
Elias, please listen to what Bill and I have suggested (which is why you need me on the payroll):
1. Break up BRLI in to parts and sell the pieces to whomever has a check book, avoiding the greedy eyes of big brother, gangster attorney Lina Khan.
2. Sell back to Pfizer up to 50% of the rights to Ngenla now, before the possibility of a well capitalized sales team makes the weekly HGH wars too bloody.
3. Tells Hans Berner to find a European or Latin American buyer for Iberoamerica.
4. Before Rayaldee becomes the next Acqua Velva, take the head of renal at CSL out to dinner with Charlie Bishop, regale her or him with tales of Rayaldee delaying stage 5 CKD and, like Michael Corleone said to Moe Green, tell them to think about a price for the whole franchise.
5. Get the new story of Opko (= ModeX + ~$1.5 billion in new cash) in front of RA Capital, Baker Brothers, Avoro, Westfield, and any other Health Care investor you can; ask them what they want to see Opko's leadership and capital structure to look like before they invest.
6. Call Borisy and tell him to put on his Lucca Brazzi suit; then you, Gary, and Alex walk into Frost's office, shake him till he wakes up, and give him the recipe investors have come up with. And his agreement to have a new cook in the kitchen is required. Or a proxy fight will begin.
What happens if Lilly, or JNJ, or Merck decide to buy Ascendis? Then, the mighty Pfizer sales force, under the rather weak leadership of the grossly overpaid Al Bourla, will be going up against very well capitalized professional salespeople in the battle for dominance in weekly HGH.
Elias, please listen to what Bill and I have suggested (which is why you need me on the payroll):
1. Break up BRLI in to parts and sell the pieces to whomever has a check book, avoiding the greedy eyes of big brother, gangster attorney Lina Khan.
2. Sell back to Pfizer up to 50% of the rights to Ngenla now, before the possibility of a well capitalized sales team makes the weekly HGH wars too bloody.
3. Tells Hans Berner to find a European or Latin American buyer for Iberoamerica.
4. Before Rayaldee becomes the next Acqua Velva, take the head of renal at CSL out to dinner with Charlie Bishop, regale her or him with tales of Rayaldee delaying stage 5 CKD and, like Michael Corleone said to Moe Green, tell them to think about a price for the whole franchise.
5. Get the new story of Opko (= ModeX + ~$1.5 billion in new cash) in front of RA Capital, Baker Brothers, Avoro, Westfield, and any other Health Care investor you can; ask them what they want to see Opko's leadership and capital structure to look like before they invest.
6. Call Borisy and tell him to put on his Lucca Brazzi suit; then you, Gary, and Alex walk into Frost's office, shake him till he wakes up, and give him the recipe investors have come up with. And his agreement to have a new cook in the kitchen is required. Or a proxy fight will begin.