Jul. 30 at 5:02 AM
$OSTX OSTX 10-bagger setup?
At
$1.49, OSTX is only around ~
$65–70M market cap. Even allowing for dilution, a
$15/share outcome would imply roughly an ~
$800M–
$1B equity value.
The path is pretty simple:
OST-400 / historical control → FDA alignment → strong 3-year OS → Accelerated Approval → PRV.
If OST-HER2 gets AA + PRV, I think
$8–15 becomes a legitimate bull-case range.
$20+ is possible if the PRV is monetized well and commercial/partnering value starts getting priced in.
Bear case is still ugly if FDA rejects the efficacy/control strategy.
But at
$1.49, the risk/reward is interesting: I don’t need OSTX to become a
$5B biotech for a 10x. I need roughly a
$1B outcome.
That’s why I’m watching the FDA Type B Statistical Methods meeting very closely.
$1.49 →
$15 = 10.1x.
Not saying it’s guaranteed. I’m saying the asymmetry is worth watching.
