Jun. 1 at 9:14 PM
$MNKD $UTHR IMHO, this partnership lowers the risk for both while they milk these profit margins. A buyout by
$UTHR around 2028 is definitely on the table too since their pipelines are so tangled up anyway.
The real issue right now is the FDA being a total circus. All these crazy leadership changes at CBER have the goalposts constantly moving. Big money is literally just too scared to drop cash when panels keep switching up the rules.
That’s why RBC is capping their target at
$4.75 right now. Even though it's technically a gain from today's price, they're staying cautious until the regulatory fog clears. 2028 is the real catalyst here. If you’re looking from the outside in, this is just long-term patience paying off. 🤫💎
