Ok.
My 1. Rule: don’t buy biotech stocks (before turn cash flow positive!). Holding just ARDX in this space because of two approved drugs, under valuation and cash flow positive) and TNDX
Since my post ARDX is +40% and now a strong BO candidate. Tell me a about a small cap biotech stock with two approved BLOCKBUSTER drugs, cash flow positive and top management!
This is a multi bagger in the making with near zero downside. 1b revenue from one drug in FY2029 … market cap still sub $2 billion…
Crazy undervalued but market is waking up on this on!
Congrats. Given ZS got bought for 2.7b about a decade ago with just lokelma, you’re probably right about the buyout and room to still run. Could see another 50% -70% from here.
Would be cautious with their other drug. Full-year 2026 XPHOZAH revenue is expected to be between $110 and $120 million after achieving 104m in 2025…. After doing $160.9 mill in 2024. This is all about ibsrela at this point.
Because of bundling drama in 2024 (60% revenue cut!)
Peak Sales of X is 750m in US only. The kidney bundling killed X but there could be a CMS court decision in next 3-6 months. Bi-partisan support from Congress too. The drug is too good to be just for private insurance available!
Downside priced in for this drug, upside not. A positive decision is 50% share price growth. X Story is just a nice addon!