Sep. 13 at 12:33 AM
$OSTX Nothing is guaranteed, but the risk/reward ratio is leaning so heavily towards reward. It’s as if an elephant was sitting across from a child on a seesaw.
At 47M shares, the math is striking:
$2 =
$94M valuation
$3 =
$141M
$4 =
$188M
$5 =
$235M
$10 =
$470M
$20 =
$940M
Ask yourself: what is a company worth if it moves from “speculative biotech” toward a credible BLA/Accelerated Approval pathway, backed by compelling survival data, FDA engagement, a confirmatory trial, international regulatory opportunities and potentially a major strategic partner?
Even allowing for future dilution, a
$4–
$5 valuation could ultimately prove to be a floor rather than a ceiling if the regulatory dominoes continue falling in the right direction.
And that’s the key: the market doesn’t need to wait for approval to rerate our value.
At
$1.68 the market is still pricing in substantial uncertainty. The question is how much certainty needs to be established before the crowd catches up?
