THLD要被买了吗？# Stock
l*0
1 楼
Alan Green 是一个 European guy. 他经常在一些经济论坛上发表一些关于投资汇率之
类看似很牛的评论或预测。去年，他发一个贴说Pifzer和Merck KGA将有合作。两周以
后，就证明他说对了。今年，他又发贴说THLD将被买了，不知道这次他准不准。就在这
个节骨眼上，THLD SEC filing了一个值得讨论的document.
http://biz.yahoo.com/e/150107/thld8-k.html
同时也引发了网上一片热议。哪位专家给讲讲，这时候干这事，公司是不是被买的节奏？
tredleon Change of Control Severance Agreements.....
.
put in place for a couple mid-level managers. This is somewhat unusual -
possibly triggered by preliminary talks to sell the company??? Most hi-level
execs have employment agreements that already have these provisions and
they usually don't push change of control benefits down to mid-level guys
unless there is a real possibility of a transaction. Less
beameup_999 • 44 minutes ago
Why would they even consider selling now with two Phase 3 test results only
a year away? Why not wait until all the effort they have expended over the
last few years has been rewarded?
tredleon • 2 minutes 46 seconds ago Flag
Good question. If Merck is seeing broad applicability of the drug (beyond
Pancreatic and STS indications) and wants to capture all the spoils, they
may be pushing to buy while the share price is low. Whether THLD management
would consider a sale at this stage is complicated - they could play
hardball and put Merck off until the Phase III trials come in, betting on a
much higher share price to start the negotiations, but they have a duty to
the shareholders to consider current offers. What would you consider a good
price today, taking into account the risk of the trials, etc.? Less
类看似很牛的评论或预测。去年，他发一个贴说Pifzer和Merck KGA将有合作。两周以
后，就证明他说对了。今年，他又发贴说THLD将被买了，不知道这次他准不准。就在这
个节骨眼上，THLD SEC filing了一个值得讨论的document.
http://biz.yahoo.com/e/150107/thld8-k.html
同时也引发了网上一片热议。哪位专家给讲讲，这时候干这事，公司是不是被买的节奏？
tredleon Change of Control Severance Agreements.....
.
put in place for a couple mid-level managers. This is somewhat unusual -
possibly triggered by preliminary talks to sell the company??? Most hi-level
execs have employment agreements that already have these provisions and
they usually don't push change of control benefits down to mid-level guys
unless there is a real possibility of a transaction. Less
beameup_999 • 44 minutes ago
Why would they even consider selling now with two Phase 3 test results only
a year away? Why not wait until all the effort they have expended over the
last few years has been rewarded?
tredleon • 2 minutes 46 seconds ago Flag
Good question. If Merck is seeing broad applicability of the drug (beyond
Pancreatic and STS indications) and wants to capture all the spoils, they
may be pushing to buy while the share price is low. Whether THLD management
would consider a sale at this stage is complicated - they could play
hardball and put Merck off until the Phase III trials come in, betting on a
much higher share price to start the negotiations, but they have a duty to
the shareholders to consider current offers. What would you consider a good
price today, taking into account the risk of the trials, etc.? Less
