Jun. 4 at 11:29 PM
$RADX indeed and very well said re.
$AKTS pipeline & valuation
that said in
$RADX , very much a ‘dark-horse candidate’ — there’s major info/awareness/opportunity asymmetry
to me, confidence to bet big on RADX stems from: the pedigree and connections of RADX CEO/leadership + validation from
$LNTH partnership/ownership + quality of RAD101 clinical efficacy data to-date + any/all bonus hits from rest of RADX pipeline
If RADX does spike soon all signs point to another spin-cycle, but that just means we might get another shot before RADX hopefully sheds the dark-horse label and fully steps out onto the Radiopharm stage (one of the best-kept secrets there now)
PS — some could view RADX buying up JV ownership w/ MD Anderson (RADX 75% -> 87.5% JV ownership) negatively, but my two cents is that it’s neutral — having worked at MD Anderson’s top competitor, most often it’s just that they’re too complex/distracted to focus and operate at the same speed as an Industry/commercial partner
