Jul. 13 at 10:03 PM
$NVAX https://eltoromarketinsights.substack.com/p/mink-therapeutics-nasdaq-inkt
As of July 13, 2025, the stock has experienced extreme volatility, surging over 700% in recent days following positive clinical data, closing at
$64.17 on July 11 with a market capitalization of approximately
$256 million.
While the pipeline shows promise, particularly in solid tumors, MiNK faces challenges typical of early-stage biotechs, including limited cash reserves, ongoing losses, and dependency on clinical trial outcomes. Analysts maintain a generally positive outlook, but current price targets lag behind the recent rally, suggesting potential overvaluation in the short term.
=====================================
When the people who have a short position are overrun,
then I believe a explosive spike of Novavax over a few
weeks or months will occur. If the FDA bans mRNA vaccines then Novavax will hit
$50+. Another event
that will cause a spike is a very large payment from
a big pharma to develop CIC and Flu vaccines.
