Sep. 30 at 10:59 PM
$IDYA 🤦♂️ Talking about BO at 4-6B. At least spend some time doing your own research. Daro itself will be 2B yearly rev asset. UM/MUM regardless HLA-A2 type. Dec-Jan mPFS data can trigger AA. Analyst expects 8.8months. If that really hits, that data will send it to 4B market cap. 4B BO? Lmao. DLL3 needs time to see if Chinese data can be repeated, if so, double that MC. IDE397 showed mono efficacy and they have PRMT5 asset which they will initiate combo trial next year. Based on the preclinicical data, this combo will be BIC in MTAP deletion, and the market’s a lot bigger than um/mum. Guess what happens to the stock price when this starts bearing fruit? IDE397 + Todelvy showed some combo efficacy. They will release more data next year. Will hear about if they gonna ‘go or nogo’ on this combo by eoy. And there are more assets like IDE 275, IDE 161 & IDE 705. IND soon IDE 034 & IDE 574.. Hold your shares and let the management execute. 4-6B BO? Lol
