May. 28 at 1:49 PM
$GOSS And safe/effective in sick patients. My bear case- FDA rejects them, J&J and Merck bid for their IP, sell for
$500M (so effectively .50-60 stock price after debt). Bull case- FDA fast tracks for sick pop, drug on market mid ‘27 (
$10 PT /
$5B val or acquired)……or somewhere in between. So, 3X in bear scenario, 25-50X bull