Feb. 10 at 1:18 AM
Commercial-stage oncology & non trading within 1.60X of their 52-week lows. The XBI closed at 1.89X its 52-week low.
$TGTX closed last Friday @ 1.14X its 52-week low (but we were still in shock at the Patriots loss). We're within 12 months of the subq data read.
$BCRX is an outrage. 11+ years ago BCRX was trading for just under
$12/share when Ravipab was approved in 12/2014. If BCRX/Orladeyo analyst consensus are credible & worth a peer M&A revenue multiple, BCRX could perhaps fetch
$4B in EV in a M&A exit. Don't forget BCRX has term liabilities when calculating EV...but still.
$PCRX is trading at 1.1X FY2026 analyst consensus.
$TLX.X reported
$800MM in actual (unaudited) FY25 revenues which met their guidance, though their gross margins are 60 - 65% which is not competitive with traditional oncology.
$BMRN jumped from
$52 to
$62 after announcing the FOLD acq, lost half & has been moving up since JPM.
This is not investment advice but some advisors recommend buying low & selling high.
