Arbutus Biopharma Corporation (ABUS) Options

some scenarios(imo?):

BEST case scenario: A letter of intent to completely divest of the HBV assets 'prior' to Pfizer Markman ruling for a respectectable amount; this would put a solid floor at the purchase price and leave risk-free upside into Pfizer Markman result. HUGE cherry on top if result leaned heavily our way. This 'could be' a scenario where we see $15+ ??

WORST case scenario: Pfizer Markman comes out prior to HBV deal and leans towards Pfizer. Maybe temporarily drops share price to $2.50 to $2.75(?) Then we seem to be weak and lose some of our HBV bargaining power(?)


Timing?

HBV:
Based on commentary when the new directors were announced, 'possibly' hear about an HBV transaction prior to the annual general meeting in mid-March(?)
.. BUT obviously could drag out.... 'should be' this year????

Pfizer Markman ruling:
Supposedly 1st half 2025 but in looking at the Judge's past Markman rulings it could be ~8 months'ish???

Moderna Summary Judgement in regards to Gov't contracts..etc:
Q2/Q3 if i recall correctly

Moderna Hearing:
Sept 2025

Qilu payment:
1st half 2025



Would LOVE to have a bunch of solid wins in 1st half 2025....

tell me about it!?! ... and of course i keep rolling calls on her............. someday?!? 'i think' this will at minimum double this year with max downside to around $2.50ish 'if' they completely lost on pfizer markman(?)

long wait on this one. Maybe some day!

"The Company will temporarily pause participation in investor meetings and conferences while the new board and management team reviews development plans and strategic options for its hepatitis B programs."

https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-announces-changes-board-directors-and-appointment

Whitefort message and adding: https://www.sec.gov/Archives/edgar/data/1447028/000092189525000560/xslSCHEDULE_13D_X01/primary_doc.xml

ROIV filed sc-13d yesterday: "Roivant and its representatives are evaluating potential near-term changes to the composition of the board of directors and management of the Issuer. Roivant's representatives may also be engaged in discussions related to such potential changes in the board of directors and management of the Issuer with other shareholders of the Issuer. "

ABUS under $4

ABUS made it on mad money tonight, the ultimate spec! 

https://www.cnbc.com/2025/01/13/cramers-lightning-round-arbutus-biopharma-is-the-ultimate-spec.html

I'll look now 👍🏽

MWM see today’s update. Qilu milestones coming and no more atm

Pfizer Markman results ‘soon’. Assuming they are positive we should have liftoff. ATM program killed the Moderna Markman last year and won’t be used during Pfizer results it sounds like

Now to just get a decisive victory!?!???

nice new Blackrock 13F: https://stocktwits.com/bs010101/message/592459944

2 days to AASLD...

2 late breakers for AASLD: https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-announces-multiple-abstracts-highlighting-imdusiran-data

https://www.stockscores.com/charts/charts/?ticker=ABUS

ABUS
Arbutus Biopharma Corporation
4.5488
0.0388 (0.86%)
Volume: 1,579,948
Day Range: 4.39 - 4.56
Last Trade Time: 7:46:00 PM EDT

breaking out; dare i say 'someone' knows 'something'(?)

ARBUTUS PHARMA CORP. et al v. PFIZER INC. et al "Please take notice that an in-person Markman Hearing is hereby scheduled for 12/18/2024 at 10:30AM in Trenton- Courtroom 4W. So Ordered by Judge Zahid N. Quraishi on 9/3/2024. (kas)"

ABUS over $4

ABUS under $4

ABUS pares pipeline–reduces workforce 40%:

https://finance.yahoo.com/news/arbutus-reports-second-quarter-2024-113000099.html

The company’s will focus on clinical development of Imdusiran regimens for HBV, but will terminate research on new HBV compounds.

Oddly (for the reason mentioned at the bottom of #msg-174556022), ABUS opted to retain its oral PD-1 program.

Not for long! $ABUS$

ABUS under $4

ABUS
Arbutus Biopharma Corporation
3.645
-0.135 (-3.57%)
Volume: 449,700
Day Range: 3.645 - 3.845
Last Trade Time: 2:29:04 PM EDT

ABUS new 52/week high

https://www.sec.gov/Archives/edgar/data/1447028/000089542124000390/ArbutusABUS.txt

New Presentation: https://investor.arbutusbio.com/static-files/f33bde13-92b8-48c4-a40e-36cf6dd25852

Poster for EASL https://www.arbutusbio.com/wp-content/uploads/2024/06/WED-371-Yuen-et-al-AB-729-201-IFN-poster-EASL-2024_FINAL.pdf

ABUS
Arbutus Biopharma Corporation
3.341
-0.019 (-0.57%)
Volume: 534,638
Day Range: 3.30 - 3.385
Last Trade Time: 12:14:00 PM EDT
Delayed by 15 minutes

EASL June 6-8th:
https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-present-imdusiran-data-easl-congress-2024

"
HBsAg = LLOQ (lower limit of quantification) with detectable anti-HBs was observed at end-of-treatment in 28% of subjects who received 4 or 6 doses of imdusiran plus 24 weeks of IFN
"

Arbutus is waking up a little following yesterday's Motion to Dismiss with Acuitas:
https://www.law360.com/ip/articles/1839088/judge-tosses-acuitas-covid-biotech-ip-suit-

other important events of late include:

1) company stating they have stopped their ATM and don't see a need to use it the rest of this year

2) the Markman order against Moderna that went in their favor:
https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-biopharma-announces-claim-construction-ruling-its

3) Activist becoming involved:
https://www.morningstar.com/news/business-wire/20240517970994/whitefort-capital-publishes-open-letter-to-arbutus-biopharma-shareholders-outlining-paths-to-maximize-value

issue here, now, might be too many open $3 calls? will mm's hold her under....

mgmt killed this stock with that ATM; imo, used in a suspicious manner... ie: they put a lid on her on the markman order release at $3ish .. WHY would you do that? They could have raised same money at double the price

Nice!

https://www.businesswire.com/news/home/20240517970994/en/

from Whitefort's 13D filed today: "The Reporting Persons have conveyed their view to the Issuer’s Board of Directors (the “Board”) that the current market price of the Shares does not reflect the Issuer’s intrinsic value. The Reporting Persons have requested that the Board immediately terminate the Issuer’s ATM program and explore all strategic options for the Issuer’s hepatitis B virus (HBV) portfolio. The Reporting Persons hope to continue to work constructively and collaboratively with the Board on these critical initiatives and intend to actively engage with shareholders and others regarding their views."

ABUS under $3

TWTR
Twitter Inc
53.70
0.00 (0.00%)
Volume:

ABUS new 52 hi

looking a little better today; i guess it's going to be slow and steady and not the rocket on markman day like i hoped. i think this is looking really good med-long term on the litigation from after that markman ruling

also, looking forward to EASL in june

ABUS
Arbutus Biopharma Corporation
3.00
0.08 (2.74%)
Volume: 1,253,240
Day Range: 2.86 - 3.11
Bid: 2.99
Ask: 3.00
Last Trade Time: 9:56:51 AM EDT
Total Trades: 3,890

ABUS
Arbutus Biopharma Corporation
3.00
0.08 (2.74%)
Volume: 1,253,240
Day Range: 2.86 - 3.11
Bid: 2.99
Ask: 3.00
Last Trade Time: 9:56:51 AM EDT
Total Trades: 3,890

Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
03/05/2024 04:48:49 PM

Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
03/05/2024 04:48:49 PM

Arbutus to Participate in Two Upcoming Investor Conferences
03/08/2024 07:30:00 AM
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
03/05/2024 04:48:49 PM

Arbutus Biopharma Announces Claim Construction Ruling in its Ongoing Patent Infringement Lawsuit Against Moderna
04/04/2024 08:30:49 AM
Arbutus to Participate in Two Upcoming Investor Conferences
03/08/2024 07:30:00 AM
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
03/05/2024 04:48:49 PM

07:15 AM EDT, 04/04/2024 (MT Newswires) -- A US court ruled against Moderna (MRNA) in a patent infringement case by Arbutus (ABUS) over its COVID-19 vaccines, Reuters reported Wednesday.

US District Judge Mitchell Goldberg interpreted the patents in ways that favored Arbutus' case and hurt Moderna', Reuters reported.

Arbutus sued Moderna in 2022, claiming the company's COVID-19 vaccine impinged on its patents for lipid nanoparticles that shield the vaccine's mRNA from the body's immune system.

Moderna and Arbutus did not immediately respond to MT Newswires' requests for comment.

Watching all 3 stocks. $ABUS is kind of moving...