A Multibagger Micro Cap Positioned for Acquisition
Stock positioned to 3X following positive data
A clinical-stage micro cap with excellent scientific moat, developing next-generation therapies for inflammatory and autoimmune diseases,and other immune modulators.
Its lead asset has been shown to outperform Regeneron’s dupilumab.
If the lead asset is approved, the markets are enormous for atopic dermatitis.
Atopic dermatitis is a multi-billion dollar space.
Furthermore, there have been virtually no novel treatments for acute exacerbations of asthma and COPD in decades, representing a massive blue ocean market for the IV formulation.
CAUTION
With a market cap of only ~$142M and heavy operational cash burn to fund global clinical trials, the company faces substantial future financing needs.
A dilutive equity raise or a strategic partnership is inevitable to fund Phase 3 respiratory trials.
