Apr. 17 at 12:13 AM
All 27 new commercial-stage non-oncology focused bios with first FDA approvals going back 33 months.
Recall from our previous posts 90% of those commercial-stage non-oncology focused bios that exit via M&A within 33 months of FDA approval are acquired at meaningful gains for shareholders. 90% of those that wait for more than 33 months to be sold are sold at meaningful losses (versus the bios share price as of the day after FDA approval).
SLNO is 1 of the 10 exceptions. What a shame.
$TARS has generated the highest returns for shareholders in this specific peer group (who have not been acquired yet) but TARS is approaching 33 weeks. We love TARS by the way.
$BBIO is #2
$KALV could be a candidate if
$BCRX is a candidate for a BP who wants to corner the market on HAE (preventing the onset/treating the symptoms).
We're going to post a review on
$OMER shortly. This could be timing.
As always, this is not investment advice.
