Mar. 30 at 11:35 AM
$RADX
Id like to revisit why I still own RADX
A.) The ceo was part of AAA the largest acquisition in radiopharma by Novartis in the world for
$3.8 Billion. He knows exactly what Novartis and Lantheus want to make this a buyout and has stuck with LU-177 asssets which Novartis has built a fortress around.
B.) market cap at
$50-60m is at minimum 2-3x undervalued in my opinion. People get confused when they see a
$4-5 share price thinking that expensive. That’s not what acquires look at they look at Market Cap. So don’t confuse the two.
C.) RAD101 is potentially the 3rd largest Radiopharm asset in imaging in the world can generate
$500-800 million globally helping brain surgeons uncover live cancer after stereotactic radiation. This is huge it’s would be a major legal liability to not use it it if fda approved.
D.)
$350M acq by
$LNTH - a tuck-in deal this summer post phase 2b- they own 15% now.
$ARTL $CING $LNTH
