Jun. 28 at 9:03 PM
$GUTS A few reasons I think Fractyl (GUTS) is a Buyout/Partnership target:
1) Unmet and highly sought after patient population
2) ONLY Bio at this stage of addressing WL Retension following GLP-1 discontinuation.
3) Ridiculously low Market Cap
4) Simple add-on procedure to ANY GLP-1
5) Not necessarily competition to GLP-1 Bios, can be just an add-on.
6) Several shots on goal potential.
7) Real life proof of concept in live patients in Europe.
8) Strong management team.
9) The "Next Big Thing" in Obesity sector before it becomes the new sexy novelty the sector pursues (WL Retension following GLP-1 discontinuation).
10) Market will move from looking at competitors to
$NVO and
$LLY and look for who can compliment them. This is also why I'm strong on
$VERU and happy with the deal
$LXRX made.
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Let's make some money. Cheers!
