AXP 0.00% 0.2¢ axp energy limited

Hot News Rumour, page-7

  1. 77 Posts.
    I like a rumor about a takeover as much as the next guy, even more so when I have a significant interest in the stock, if you have more to tell please do so.

    Either of the two major players in AXP's market (Allergan/Valeant & Mentor/J&J) are easily capable of acquiring AXP for pocket change, and can see that it would make a strategic fit, if the technology is embraced by users and surgeons keep recommending it.

    However I don’t think this is likely to happen at the moment as it is early for them. If I was Allergan or Mentor I’d wait and see. If they can defend against it, and frustrate the take up of Aeroform then they may not need to open the cheque book. I'd expect them to spend more on strategy and marketing to defend the market then what they did in Aus.

    There is considerable work to be done by AXP to bring Aeroform to market, there is still some risk they don’t make it to a meaningful market share, or simply take longer than anticipated (as happened with the FDA approval). I personally think they will prevail but it is not without risk.

    Once AXP have a solid and growing run rate with a significant number of surgeons trained, manufacturing set up and enough patients having completed their treatment, then I think we will see corporate interest.

    Happy to be proved wrong if only because it would validate holding, and generate some interest in the product, not that I’d be a long term seller anywhere near current price.
 
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