Oct. 6 at 7:51 PM
$VKTX What we know:
1) BIC early/interim results obesity, MASH/NASH dugs✅
2) ~
$800M+ COH🤑
3) P2 PO data shows great efficacy, can be adjusted/tweaked for improved AEs🛠️
4) Deal in place for manufacturing🤝
5) PFE/Mtsra deal=
$7.3B (cash/CVR deal)👀
6) Mtsra approached by 6 parties (where are the other single bachelors headed now ?)🫦
7) Roche acquired 89bio for
$3.5B🎁
8) Markets estimating obesity TAM around
$100 B by 20230😲
9) Markets for MASH/NASH estimated to be
$50 B+ by 2030😱
10) Technically we are setting up for elusive golden cross
Make of this what you want but I’m holding all my shares for triple digits, not here for pocket change as the markets have always undervalued us (do the math) considering TAM. BL understands what he’s got in addition to our true worth and bidding starts at
$12 B considering aforementioned/listed items
If Merck, then it’ll be my 2nd BO in a few months by Merck
$VRNA as I’ve never been involved in a bidding war in 20+ yrs of trading. Enjoy & GLTALs!
