Oct. 9 at 7:13 AM
$TNXP As you claim doing your research -- which any sane investors should do -- specifically for larger allocation, learn first that TNXP has only patent protection till 2034.
Only 9 years till Tonmya patents to expire globally! As such launch speed ALWAYS matters for EVERY biotech.
As you day-dream for a
$10B cap for clown-led TNXP, check the revenue growth trajectory for
$VRNA and
$MDGL, and COMEBACK here to compare starting Q1 2026.
VRNA and MDGL got approval in end of Q2 and Q1 respectively. Just in 13 months later, VRNA got acquired for
$10B. And MDGL market cap now
$10B.
When you check the sales trajectory, you would see MDGL fetched
$200M+ just in 5th quarter after approval, with ~1,400% YoY growth in Q2 2025.
Since VRNA got acquired too early, it didn't have a YoY growth to report, but by 4th quarter of launch it crossed
$100M+.
I have been in both, and felt even
$10B a cheap BO for VRNA, as optimistic valuation would have been
$15-20B long term.
