$1,000 follows their calls into $951
Patients Capital Management LLC@PCM_bioYou can only make money on $vktx trading it between $30 and $35. Way too expensive at $26.70
Patients Capital Management LLC@PCM_bioThis ticker $TRXB feels like it should go to moon 🚀 🦖 🌝 !!
Renaissance Capital@IPOtweetAutoimmune and inflammatory diseases biotech TRex Bio sets terms for $125 million IPO $TRXB $IPO #IPO
Patients Capital Management LLC@PCM_bio$mane here we go!
ir.veradermics.comVeradermics to Hold Conference Call to Discuss Topline Results from Phase 3 ‘304’ Clinical Trial of...Conference call will take place on Monday, October 19, 2026, at 8:00 am ET NEW HAVEN, Conn. --(BUSINESS WIRE)--Oct. 18, 2026-- Veradermics, Incorporated (NYSE: MANE), a dermatologist-founded,...Patients Capital Management LLC@PCM_bioSharing the analyses on relative valuation, where you can see the HIGH degree of correlation with revenue growth going out 5 and 7 years. Dispersion gets wider beyond that as you would expect. $LLY $VRTX at top of range on durable franchise growth, and actually relative cheap
Patients Capital Management LLC@PCM_bioAgreed - Mike, the more appropriate charts to run are 5 Yr and 7 Yr revenue CAGRs vs forward P/E multiples. You'll see that the correlation depending on your comp set (primarily around timing of upcoming LOEs) is essentially 1...This charting will capture the terminal value
Patients Capital Management LLC@PCM_bio$NVO The effects of high product concentration with (stronger) competition from $lly .. shifting risk from commercial execution to pipeline, which hasn't proven differentiated. Need additional legs on commercial stool to turn trend on equity beta -> reduce WACC -> create opp for
Patients Capital Management LLC@PCM_bio1st Pharma in the "must-transact" basket: $nvo 5-Year (Inf. Adj) CAGR: 1.02% Revenue Gap to 5% CAGR: $11bn Top product concentration: ~75% Net debt-to-EBITDA: 0.7x Capacity: target dependent / not meaningful metric
