Apr. 12 at 3:21 AM
$BCTX Market cap
$31 million. Gilead paid
$21B in October 2020 for Trodelvy. That puts bctx at
$2,912 (677 x) if Bria-IMT were to prove that it was a better drug. Even if Bria-IMT was only used on those who Trodelvy didn't help (70%) that would still put it's value at
$2039 per share.
That's the unicirn scenario. 1% of that is still
$20.
You'd be crazy to not hold 20 plays like this.