Nov. 14 at 11:52 AM
$PCSA Top 5 Potential Acquirers – Rationale Table
Note: Two 13G was filed over the past few days/week for 10.5m shares by institutions,
$452.5M Intact deal +
Why PCSA is a Buy-Out Candidate?
1. PCSA’s lead platform, its “Next Generation Cancer” (NGC) therapies which modify existing FDA-approved oncology drugs—presents an attractive, lower-risk oncology development path.
2. Its recent licensing deal structure (including equity upside via a 3.5% stake) adds non-dilutive value, making the company more enticing for acquisition.
3. The market sees large pharmaceutical and oncology players actively acquiring smaller companies to fill their pipelines; PCSA’s niche and clear clinical path give it strategic appeal.
4. A buyout premium offers liquidity and may compensate for public micro-cap volatility/dilution risks facing PCSA.
$MRSN
