Jan. 23 at 5:15 PM
$RPTX Over 10 years if everything comes to fruition, then 1 CVR could be valued around
$46 based on assuming at least $ 2bn sale of assets, or commercial catalysts and royalty streams assuming 43.1m shares outstanding and net proceeds according to % laid down by the Xeno agreement within this time frame https://ir.reparerx.com/news-releases/news-release-details/repare-therapeutics-enters-definitive-agreement-be-acquired and financially underwritten by Xoma https://xoma.com/ :) With around 43.1m shares outstanding and takeover supported by shares from BVF partners LP, Blue Owl and OrbiMed the current finalized deal of
$30M for the pol theta deal with Gilead when 100% dispersed should have added around 70 cents to the share sale price of
$1.80 quoted in Nov 2025 https://ir.reparerx.com/news-releases/news-release-details/repare-therapeutics-enters-definitive-agreement-be-acquired Meaning shareholders should minimally receive
$2.52 plus 1 CVR for each share as currently reflected in the share price since the Gilead deal and not the
$2.20 quoted in their recent release.
