Jul. 10 at 11:56 AM
Options flow prior to catalyat for
$RARE - it already has a real commercial business and management is guiding to roughly
$730–760 million of 2026 revenue before new launches.
The catalysts are DTX401 on August 23, UX111 on September 19 and GTX-102 Phase 3 data later in the year.
The options flow was also the cleanest - roughly
$432,000 of August call buying.
The issue is the call expires August 21, two days before the DTX401 decision, so it may be targeting pre-PDUFA momentum or an early FDA decision.
A DTX401 approval would add another commercial asset and support the broader gene-therapy platform.
Options activity is not a certainty or a prediction of the outcome so don't port all in
