SteveTexans
Oct 24, 2:25 AM
$TGTX Below posted Gemini results. Is feasible.
ChatGPT and Copilot you don’t even want to know their numbers.
This is Grok.
https://grok.com/share/bGVnYWN5_7ab292f6-3454-4ea2-b24b-0e6ed3ce246a
Take away for Bull Case. Very optimistic.
Bull / acquisition scenario:
• Strategic buyer pays 40–60% premium on current price for the commercial asset + SC optionality →
$75–90+ upfront.
• CVR of
$10–25+/share (or equivalent total) tied to SC approval/launch sales hurdles and/or azer-cel progress is realistic to close any gap. Total potential consideration could reach
$90–110+ in optimistic cases if SC data are strong and azer-cel shows clear efficacy signal.
• Buyer synergy: larger MS franchise (Biogen), autoimmune expansion, or manufacturing/commercial leverage.
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