Oct. 11 at 9:35 PM
$GPCR
GPCR (Structure Therapeutics) buyout scenario:
• 🧪 Asset value: GPCR develops an oral GLP-1, a highly strategic obesity/diabetes drug class.
• 📅 Catalyst: ACCESS topline data expected Q4 2025.
• 🧠 Potential acquirers: AstraZeneca, Sanofi, and Merck & Co. are the most likely. Pfizer is less likely after its Metsera acquisition.
• 📈 Valuation range:
• Pre-data fair takeout:
$39–50/share (30–60% premium)
• Post-strong data fair takeout:
$55–65+/share (up to 120% premium possible)
• 🏁 Why high interest: Few oral GLP-1 targets remain, strong strategic fit for companies without a GLP-1 franchise.
👉 Bottom line: GPCR is well-positioned as a prime M&A target heading into 2025–2026, especially post-data.