Aug. 22 at 12:12 AM
$RADX
$10-15 per share bull target
What would change RADX fastest
For me, it's another RAD204 confirmed PR.
Right now investors can dismiss the first responder as an exceptional patient.
If RADX reports 2/3 PRs at 90 mCi, that argument becomes much harder.
If subsequent higher-dose/RP2D patients continue responding and RAD204 starts showing something approaching a 25–35% ORR, I think the entire valuation conversation changes. At that point,
$10–15 wouldn't strike me as an aggressive outcome, despite dilution.
And if RAD101 simultaneously gets partnered/sold on attractive economics, you potentially remove the financing overhang at exactly the time RAD204 is becoming more valuable.
