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Seagen Inc. (SGEN)

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154,47+1,08 (+0,70%)
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  • I
    IdGM4
    $AFMD conversation
    Ticker will soon read $60. $SGEN is worth $24B.
    This is sought after tech at the frontier of cancer therapy/cure.
  • r
    redhot47fla
    $SGEN conversation
    Goldman raises target to $165 on PADCEV and M&A potential

    From Twitter (reports is behind a paywall): Goldman hikes $SGEN target way up to $165 this morning, bullish note, mentions M&A potential. Goldman Sachs analyst Salveen Richter raised the price target on Seattle Genetics (NASDAQ: SGEN) to a 'Street High' $165.00 (from $126.00) while maintaining a Buy rating.
  • r
    redhot47fla
    $SGEN conversation
    I guess this must be it: "RBC $SGEN Domain dominance: +$7/sh on SGEN's claim to DS-8201 & Daiichi's ADC(s)
    see potential for SGEN to establish ownership/rights to Daiichi's anticipated blockbuster product Enhertu (DS-8201)&ADC pipeline based on language within a prior ADC research collaboration agreement."
  • r
    redhot47fla
    $SGEN conversation
    Goldman Sachs: SGEN now a “conviction buy” with price target of $246.

    $SGEN upgraded to Conviction Buy at Goldman Sachs, $246 PT from $178 - Co. poised for both near- and long-term growth on the back of three approved drugs with multiple label expansion opportunities and a "robust" pipeline.“

    (First time I ever heard the phrase “conviction buy,” especially connected to a stock I own.”
  • r
    redhot47fla
    $SGEN conversation
    From Twitter: RBC -- Miami Breast Cancer Conference KOLs talked to recent prescribing changes/trends and emerging therapeutics. Our takeaways from conference include increased enthusiasm for $SGEN tucatinib in HER2+ metastatic breast cancer (especially with brain metastases across all lines)."
  • M
    Maurizio
    $SGEN conversation
    This is what I wrote 11 months ago.

    If a buyout happens, I still think it is likely to be in 2021 with MRK now being the most likely buyer. If you think a buyout at below $400 ($70B market cap) would be too low today, I just feel it is not realistic. Consider that 2020 and 2021 average revenue estimates for SGEN are $1.47B and $1.77B, for REGN (MC $64B) they are $8.15B and $9.5B), for VRTX (Market cap $69B) $5.99B [sales growth 49.50%] and $6.8B.

    I've seen peak sales estimates for IMMU's Trodelvy as high as $4B. Clearly, GILD thinks it'll do even better.

    Maurizio11 months ago
    $SGEN conversation
    Wow. More strong stock action today on fairly low volume. I'm guessing some investors liked the ASH abstracts released yesterday. I hope I'm not getting irrationally exuberant but, putting aside the many uncertainties and caveats (drug pricing concerns, elections, competition, etc.), and just for fun, here is my best case scenario if SGEN continues to execute flawlessly:

    $120 by Dec 11 after ASH and right before SABCS
    $150 by EOY if we get a Christmas rally
    $200 by end of 2020, assuming EV is approved in January, Tucatinib filing in February, TV results early Q2 and filing in Q3
    $300 by the middle of 2021 (I'm assuming a VRTX type of revenue growth acceleration (from 2015 to 2016 for them) in 2021 from $1B 2020 to $1.7B) and $2.5B and $3B estimates for 2022 and 2023.
    $350 buyout/merger with BP such as Roche, JNJ, etc. by the end of 2021 after a long bidding war.
  • r
    redhot47fla
    $SGEN conversation
    Apparently RBC torpedoed us today. Here’s the Tweet, but first a reminded that Siegall has all but promised robust second-quarter Adcetris sales.

    The tweet: “RBC $SGEN cautious into SGEN's Q2 Adcetris print given disappointingly flat sales in the prior 2 quarters; however, NCCN guidelines changes and SGEN's commercial salesforces build could add upside surprise.”
  • T
    TraderHR
    $SGEN conversation
    Potential Swing Trade: Seattle Genetics, Inc. $SGEN could accelerate higher if the price breaks 121 resistance. Target area 125-128. Chart: https://www.traderhr.com/trade-ideas-for-tue-feb-18-2020/
  • r
    redhot47fla
    $SGEN conversation
    I have been in $SGEN for nearly 20 years now and I’ve never seen anything remotely like this. Could be a favorable decision in the DS dispute or something like that.
  • K
    K
    $HRTX conversation
    $HRTX approval expected soon.

    FDA ahead of schedule this year.
    $LLY Trijardy approved.
    $HZNP Tepezza approved Jan 21st ahead of March 8th PDUFA date.
    $BPMC Ayvakit approved Jan 9th ahead of Feb 14th PDUFA date.
    $AZN Enhertu approved in December ahead of q2 2020 PDUFA.
    $SGEN Padcev approved December 19th ahead of March 15th PDUFA date.
    $NLNK Ervebo approved December 20th ahead of March 14th PDUFA date.

    Good to see the FDA is sticking to its initiatives for more prompt reviews. Especially for the fast track and priority review products that have unmet clinical needs like $HRTX htx-011. Good chance for approval in advance of March 26 PDUFA.
  • S
    Sadiq
    $RIGL conversation
    Fellow Rigel shareholders: stay strong and stay patient. Despite the 350M upfront payment from Roche to Atea for a Phase 2 asset, a lot of promising biotechs were down today. $AGEN $BCRX (which has a potential oral treatment for Covid-19) $GTHX $INCY $BMRN $IMGN $CLVS $SGEN all down today. Have a nice weekend.
  • A
    AIKIDO
    ARRY’s pipeline a very strong buyout target, market cap at $4B is too cheap should be over $10B , like $SGEN
  • B
    Biogemfinder
    $EXEL conversation
    John D. no upgrades will be forthcoming until they are all fully loaded. The prices will creep up slowly because with the current PEG rate PE of 20 is ridiculously low. There are many clinical stage biotechs with "hope" only at higher market cap than $EXEL. Even many midsize biotechs such as $SGEN who are still losing money and have been selling just one drug for many years (even before EXEL) garner higher market caps and for some reason, EXEL has fallen out of favor. But regardless of current manipulation and apparent "dis-interest" shown by the MMs and big funds, they will all come around. Their estimates of 2018 and 2019 are still ways off so, EXEL will continue to beat the estimates for the foreseeable future. After HCC approval in the US and in Eurpoe, and launch of Cabo in Japan for RCC, partnership royalties and milestone payments swill continue to rise. By 2020 we are looking at $1.5B in annual sales, so mkt cap of 6B is just not going to hold. In fact, EXEL is very attractive as a value company (unfortunately) rather than fast growth company as it should be. Fair value I would say would be about $10B, but what do I know. With this one, even with frustrations, I am not selling a single share until the full value is realized in the stock price.
  • J
    Justin
    Will someone please show me a good looking YTD biotech chart that isn’t a buyout... $EDIT $NTLA $CRSP $SGMO $ONCE $BMRN $CELG $PFE $AGN $BLUE $XBI $IBB $SGEN. $VKTX is the best I can find and that seems like hype.
  • B
    Biogemfinder
    Someone explain why $sgen is losing $0.88 per year and is worth $8B while $EXEL is making $0.50 and is worth $6B. This is kind of apple to apple comparison. If you consider all the other non revenue generating biotech’s it’s much worse. But I can wait and see how the ws thugs keep depressing the pps. As the revenues continue to grow. Next week they should beat by a huge ma gin more than 20%
  • A
    Anonymous
    $EXEL conversation
    Goldman: Setting the stage for oncology M&A in 2018 Tax reform unlocks ~$160bn ex-US cash for potential M&A
    Potential top 5 acquirers: $CELG, $PFE, $GILD, $MRK, $JNJ ...expect the M&A focus to shift to ..: ( $AGIO (NDA filed), $CLVS, $EXEL, $INCY, $PBYI, $SGEN and $TSRO).
  • P
    Peter K.
    $NBRV conversation
    Shareholders in $SRPT and $SGEN also... still waiting. (stock prices's slightly down.)
    Someone call the bakers in King of Prussia please. Did anyone order a cake? :)
  • r
    redhot47fla
    $SGEN conversation
    Greed Watch, July 2019, Part 2: Here’s the main problem - virtually every $SGEN headline I’m seeing on Twitter today says: “SGEN down 5.2 percent after insider selling.” We know that doesn’t really tell the story, but most investors don’t know that.

    Siegall and his crew have produced considerable value (I’ve been in this stock heavy since $7 per share). But, at this point, his unrelenting cash grabs are diminishing the treasury and undermining the stock.
  • A
    AIKIDO
    AQST Wooow HCW price target $35 FDA approval comes early for ALS drug could top 500% upside or even more cause the float is tiny. $KRTX $MYOV $MDCO $AMRN $ACAD $SGEN , biotech rising
  • D
    Dr Jim P. , MD
    $AGEN conversation
    B RILEY Is $AGEN the next $SGEN? We Certainly Believe So Coming Away from #AACR21
    Buy, $8 PT