Report
EUR 1140.00 For Business Accounts Only

IDIA SW, Updated Analysis, Strong Pipeline Plus Cash for Spinoff, +29% Upside


  • Strong Pipeline and Loaded with Cash, Idorsia (IDIA) is Ready to Become a Second Actelion (ATLN)
  • For the Parent, Stay on the Sidelines from ATLN (Pre-Spin) Due to Limited Upside
  • Spinoff: Investors Recommended to Enter IDIA (Post-Spin) Near CHF7.00 Levels / First Day of Trading June 16, 2017
  • Upside (From Tech Split Price): +29% (Base) & +77% (Bull)
  • Experienced Management Team, Including CEO Jean-Paul Clozel, Moves to IDIA
  • JNJ's Investment in IDIA Reflects Its Confidence in the Spinoff's Drug Pipeline
  • The Edge Awaits Spinoff Listing to Evaluate Entry / On Watchlist


Underlying
Idorsia Ltd.

Idorsia Ltd. Idorsia Ltd is a Switzerland-based biopharmaceutical company, which specializes in the discovery and development of small molecules, to meet significant unmet medical needs. The Company will have a diverse clinical development pipeline comprising several compounds being investigated in multiple therapeutic areas, including central nervous system disorders, cardiovascular disorders, immunological disorders and orphan diseases. The Company's development compounds target a number of different diseases such as: Resistant Hypertension, Systemic lupus erythematosus, Chronic insomnia and Fabry disease, among others.

Provider
The Edge Group LLC
The Edge Group LLC

The Edge Group - Global Fundamental Catalyst Investing. The Edge provides investors with access to hidden corporate value from Global Special Situations using a pioneering approach to investments. Founded in 2005 by fund management and investment banking professionals to provide high quality, private equity-level research on Global Corporate Divestitures for the benefit of fundamental event-driven, growth and value-oriented investors in this difficult to track, but proven investment space.

The Edge will look to screen and analyze include Spinoffs; Reverse Morris Trusts; Squeeze Outs; Privatizations; Demutualization; Deep Discounted; Rights Issues; Rights Offering; Restructuring; Insider Purchases / Buying Change of Management / CEO Change; Deteriorating fundamentals; Post-Bankruptcy; Reorganization; Tender Offer; M&A Deals; Secondary Offering; Share Swap; Thrift Conversions; Share Buybacks; Activist; Mergers. All analyzed from a fundamental point of view.

 

 

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