Apr. 20 at 3:21 PM
$BBIO - trading this as a high-conviction rerating setup.
Street chatter (Salim/Mizuho thesis) keeps circling back to
$PFE potentially outperforming expectations on the 2035 patent landscape—either through a favorable ruling or structured settlement tilt.
If that tail scenario plays out, BBIO becomes a major beta beneficiary with asymmetric upside.
In that case, model implies a re-rating into the
$100–110+ zone isn’t crazy, especially if patent risk clears and cash-flow visibility extends.
Market is still pricing uncertainty… but optionality here is not being ignored by smart money. Watching closely for legal headlines + volume expansion.
Curious about the full approach?👉 Check the @MeanReverter_
