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Thursday, July 28, 2016

Free cash in the corner?


Jim Rogers is one of the best living traders in the world. He has famously said how he made his fortunate: "I just wait until there is money lying in the corner, and all I have to do is go over there and pick it up.” Of course it is easier said than done and you rarely see this kind of free cash lying at the corner. But I’m seeing it now.

 

BIND Therapeutics (BIND) is a biotechnology company developing novel targeted therapeutics, primarily for the treatment of cancer. BIND’S product candidates are based on proprietary polymeric nanoparticles called ACCURINS®, which are engineered to target specific cells and tissues in the body at sites of disease. This looks like a futuristic technology, if successful, could be a great tool to aid cancer drug development. But a fancy idea does not guarantee the business success. This is exactly what has happened to BIND. It has run out of money and has recently filed for bankruptcy protection. In the past several months, a few companies have bided to buy the company. Today, it is announced that  Pfizer Inc. won bankruptcy-court approval to buy the assets of Bind for a final price of $40 million. Per the company lawyer, they will use the money to fully pay all the creditor for the outstanding debt and after that they will still  have about $22.5 million to be divided among Bind shareholders. In other words,  the deal enables Bind to pay its bills and will allow shareholders to walk away with some cash. Based on the amount of current outstanding shares in the market, the shareholders should get approximately $1.10 for each share they hold. The interesting thing is BIND is trading around $0.9 as I’m writing, a 20% discount that to me is almost like free money. It is said the deal will be closed on Monday and I’m not sure if you will still be able to buy BIND anymore next week. If anyone is interested in the “free money”, probably tomorrow is the last chance to go to pick it up!

 
Be aware, everything I’m talking about here is based on my understanding and I could be wrong.

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