Dec. 17 at 4:33 PM
$ABEO Talked about longer term potential of ABO-503 and AAV204 Capsid tech but near term, 2 royalty streams are imminent (2027/2028) just as Zevaskyn starts maxing production. That is
$RARE San Filippo treatment and
$TSHA Rett Syndrome treatment. Look at
$TSHA chart. Double in 3 months and up over 3x this year. Probably some potential takeout speculation baking in but also strong optimism on drug approval. Though UX111 will likely flow into EPS earlier (2027), TSHA-102 will be the significantly larger royalty. If you look at the numbers and the probabilities, there's little to no downside and ridiculous upside.
$ABEO is a free call option here.
