Oct. 24 at 3:24 PM
$CLSD Another GROK scenario below, but one thought to add is if RGNX / ABBV interested in CLSD acquiring now before BCRX readout would help reduce the risk of favorable results and rising CLSD price...
GROK:
Scenarios:
Most Likely:
$25-35/share (60% odds)—balances royalties (~
$70M NPV) with risks (pause, HCR dilution).
Unlikely Low (<
$20): If fire-sale (e.g., delisting risk); <20% odds.
Unlikely High (>
$50): If multiple bidders (e.g., BioCryst adds); 20% odds.
In conclusion, acquiring Clearside now lets REGENXBIO capture
$50-100M+ in avoided royalties/milestones at a bargain (
$20-30M cost), securing SCS for RGX-314's Phase 3 DR push—smart if AbbVie pushes for vertical integration.
$20-
$50/share is a realistic range for a deal, but watch Q3 earnings (late October) or filings for signals. No public interest yet, but the setup fits.
