Aug. 9 at 12:18 PM
$SLS
OK ... # 6
Someone asked for my top 10 Special Situation Stock holdings ....
I've called
$SLS the best asymmetrical investment I've found in my 43 years of investing ... It's the largest holding, by far, in an over
$1.35 mil portfolio ... I expect MINIMUM BO of
$140 and MAXIMUM BO price of
$202 in a Bidding War during Q4!
Now #6 ...
$INBX ...
The interim Phase 2 data for INBRX-106 + KEYTRUDA combination was outstanding and achieved a cORR of 44.0% vs. 21.4% with KEYTRUDA alone ...
Patents on MRK's
$34 Bil a yr KEYTRUDA franchise will soon run out, but MRK can salvage that franchise, and re-start that patent clock!! ....
$MRK will Buy INBRX-106 from INBX .... I just don't know if it will be for
$3.5 B (
$240/shr) or
$7 B (
$480) ... and I don't know if it's in 2 months or 6 months !! ... and you will still own the rest of INBX, which is worth just as much -- INBX has done spinoff deals like this in the past !!
FOLLOW me 👉 @Mike22332233 for other HUGE profit stocks