Merrimack Biotech/ Bauchspeicheldrüse

"..The overreaction for one failed phase 2 study creates a good buying opportunity for a potential turnaround.."
https://seekingalpha.com/article/...ticle_headline&app=1&dr=1
 

auf niedrigem Niveau von etwas über $5 (was ca. dem Cash-Bestand entsprechen sollte)
Schade eigentlich hatte ich mir vom BiSpecific MM-141 doch etwas mehr erwartet, aber dessen Entwicklung ist ja erstmal vorbei und nicht nur die fehlgeschlagende Studie bei Bauchspeicheldrüsenkrebs.  

Markt  

https://ariva.de/news/...-million-debt-facility-with-hercules-7058112
 

https://seekingalpha.com/news/...ck-pharmaceuticals-misses-0_05?app=1
Merrimack Pharmaceuticals misses by $0.05
Aug. 7, 2018 6:33 AM ET|
About: Merrimack Pharmaceuticals (MACK)|
By: Mamta Mayani, SA News Editor
Merrimack Pharmaceuticals (NASDAQ:MACK): Q2 EPS of -$1.33 misses by $0.05.

auch egal..  

"Merrimack Pharma completes enrollment in mid-stage study of MM-121 in certain type of lung cancer"

https://seekingalpha.com/news/...s-121-certain-type-lung-cancer?app=1
 

 

Merrimack receives $5M milestone payment from Shire
Sep. 20, 2018 8:21 AM ET|About: Merrimack Pharmaceuticals (MACK)|By: Mamta Mayani, SA News Editor
Merrimack Pharmaceuticals (NASDAQ:MACK) has received a $5M milestone payment from Shire, triggered by the sale of ONIVYDE in the first major non-European, non-Asian country, pursuant to the terms of Merrimack's asset sale to Ipsen in 2017.

The terms of the Company's asset sale to Ipsen in 2017 entitled Merrimack to receive up to an aggregate of $33M in net milestone payments from Shire, of which Merrimack has now received $23M.

Merrimack will receive up to an additional $10M in milestone payments for the first patient dosed in a pivotal clinical trial of ONIVYDE in an indication other than pancreatic cancer.

Furthermore, Merrimack is entitled to receive up to an aggregate of $450M in regulatory-based milestones from Ipsen.

Shares of MACK are up 6% premarket.
https://seekingalpha.com/news/...-receives-5m-milestone-payment-shire  

https://seekingalpha.com/news/...21-patients-nsclc-due-futility?app=1
Merrimack discontinues Phase 2 study of MM-121 in patients with NSCLC due to futility
Oct. 19, 2018 7:11 AM ET|About: Merrimack Pharmaceuticals (MACK)|By: Mamta Mayani, SA News Editor
...  

 

https://seekingalpha.com/symbol/MACK
 

MM-121-Phase 2 SHERLOC-Studie wird nicht fortgeführt

https://endpts.com/...ges-again-on-its-latest-cancer-drug-trial-flop/

 

https://seekingalpha.com/article/...euticals-look?app=1&dr=1#alt1
 

https://seekingalpha.com/article/...2-shots-goal-may-help-redeem#alt2
 

https://seekingalpha.com/pr/...-quarter-2018-investor-conference-call  

 

Merrimack Pharmaceuticals misses by $0.65
Nov. 7, 2018 6:55 AM ET
https://seekingalpha.com/news/...ck-pharmaceuticals-misses-0_65?app=1
-
"...Will focus program spending on Phase 1 study of MM-310, with safety update anticipated in Q1 2019, and prudent advancement of two most promising preclinical candidates, MM-401 and MM-201.."

Cash reicht lt.MACK bis in 2.Hälfte 2022 (!)
https://seekingalpha.com/pr/...ts-provides-strategic-update-following
 

marschiert unbeobachtet weiter... dieses Jahr schon von 4 auf 6 $ !!
 

Phase3 MM-310 wird eingestellt

• damit ist die Pipeline ziemlich leer, nur noch präklinische Studien
  

https://www.fiercebiotech.com/biotech/...ty-fears-axes-staffers-again

 

https://seekingalpha.com/news/...imack-minus-2_6-percent-decides-sale
"Merrimack -2.6% as it decides against sale
May 30, 2019 5:20 PM ET|About: Merrimack Pharmaceuticals,... (MACK)|By: Jason Aycock, SA News Editor

Merrimack Pharmaceuticals (NASDAQ:MACK) is 2.6% lower in postmarket trading after the company says it wrapped a strategic review by deciding not to move forward with a sale.

It says it contacted more than 100 potential companies and narrowed those to a handful.

But management and the board decided not to go forward with any for reasons including "not being able to agree on acceptable terms, offering what the board deemed to be insufficient value to Merrimack shareholders and/or not providing for the assumption of the responsibility to capture and distribute the potential long-term ONIVYDE milestones to the Company's pre-transaction shareholders."

Those milestone payments, related to a 2017 asset sale to Ipsen SA, were considered important to preserve in the strategic review.

It's authorizing a near-term special cash dividend of $16.9M-$18.9M if it can close an asset sale to 14ner Oncology: Merrimack's anti-Her3 monoclonal antibody programs, MM-121 and MM-111, for up to $58M in total consideration.

It will also pursue a workforce reduction to be substantially complete by June 28, and shrink the board."
 

https://ariva.de/news/...declares-20-million-special-dividend-7727519  

https://seekingalpha.com/article/...ncorrelated-upside-potential?dr=1
"Merrimack Pharmaceuticals Offers Significant And Uncorrelated Upside Potential"
Oct. 1, 2019 6:00 AM ET | About: Merrimack Pharmaceuticals, Inc. (MACK)
 

Keine Ausgaben mehr für Forschung und Entwicklung in Q3/19

http://investors.merrimack.com/node/12246/html  

https://seekingalpha.com/news/...m=email&utm_source=seeking_alpha
Merrimack Pharmaceuticals declares $0.50 dividend
Dec. 3, 2019 8:49 AM ET|About: Merrimack Pharmaceuticals,... (MACK)|By: Mamta Mayani, SA News Editor
Merrimack Pharmaceuticals (NASDAQ:MACK) declares a special dividend of approx. $0.50/share.

Payable Dec. 23; for shareholders of record Dec. 16; ex-div Dec. 13.

Shares are up 27% premarket.  

Dividende mitnehmen? Oder noch vor dem sicher folgenden 50Cent-Rückgang verkaufen ?

Ich werde es wohl aussitzen und auf weitere Zahlungen / Kurssteigerungen hoffen. Da könnten ja noch einige Meilensteinzahlungen kommen