Aug. 21 at 3:36 PM
$PTN keep an eye on this one! Been a painful newsflow vacuum but we now approaching potential catalyst rich setup again so I think the SP can recover lost ground and quickly as interest grows again. Most immediately we saw smart HC specialists buy in per 13Fs including new positions albeit small from woodline and Opaleye and big boys Janus, logos, augc, RA, Sirenia all still top holders. Next reporting is September and November I believe and all important opening of the IND which they guided to filing in Q4 so that could happen as soon as October. Meanwhile
$RYTM trades at
$7.5-
$8B on strong commercial momentum from older gen Mc4r asset with daily dosing burden. Once PTN files for their differentiated once weekly version w even better pot’l tolerability profile… I think new funds jump in as PTN officially be 30 days out from being ckincical stage company… then the investment case is really simple: hey
$SLNO bot for
$3B/ this is potential mini RYTM so valuation gap should close! GLTA
