Aug. 29 at 5:19 PM
$MTSR $VKTX we known you like Metsera more. Metsera has a number of molecules and moving fast. They have questionable data release in sep. they combined two trials and reporting efficacy from one and tolerability ( and surprisingly not efficacy per their release ) from the other, in this very sensitive biotech era. It’s clear that heavy shorts are not entrenched in MTSR , probably bz it did not reach
$10 B Mc in worst biotech times ( which improved ) and it is clear their is some manipulation in its SP. the million dollar question can any one get in and out long term ? If GLP1 class grow as it is doing now ( combined 2 drugs of
$17 B per q ) Metsera can clealrh value more. But I still believe long term it will come down to best drug prevailing. And if M&A occurs between now and then. Clearly BP is doing their dd carefully and only care about sales long term