$IMMX $IOVA $TGTX $AVDL
Congratulations guys for AVDL Buy Out, IOVA long awaited Inflexion and TGTX overall success story, all conviction stocks I own or used to own from a lower price basis.
Above all congratulations to the happy readers of my analysis on $IMMX who followed what seems now a no brainer !
$VSTM
The attachment shows actual & analyst projected VSTM AK/FAK combo product sales by quarter post FDA approval compared to 3 M&A exits including recent $AVDL exit (& NUVB). FWIW the VSTM comparison to NUVB in this manner is not appropriate.
VSTM combo sales appear more or less consistent with all 3 peers who exited for EVs of $1.7 to $2.1B (though obviously TAM is not considered nor pipelines). However, $CTIC Vonjo had roughly the same TAM as LGSOC, a limited patent life & no other pipeline of substance where VSTM has 7375 that has shown promise.
This is not investment advice. VSTM's valuation has been heading consistently lower since VSTM implemented meaningful C-suite changes in mid-December 2025. VSTM's share price is off almost 50% from its December 2025 peak
However, if actual product sales are a barometer of value potential then investors should consider researching VSTM for themselves.
$XBI $IBB
$AVDL 1W trend strength is elite while 1D RSI stays in the neutral zone. 4H CCI is climbing as 30M STOCH signals a clean technical continuation setup. @DailyAnalysis
$ALKS $AVDL
Can anyone explain why my June and January AVDL options that were OTM have been converted to 2/20/26 Options? I had 17.50 and 20.00 puts and 22.50 calls. They are not tradable but appear as if they can still be exercised. I sold all my 20.00 calls thinking I would loose the positive spread on the buyout. Now I’m questioning if I could have held them and exercised them with cash from shares and recieved 100 CVRs for each contract🧐
$AVDL is consolidating its 1W gains with 1D RSI steady at 55. 4H STOCH is neutral in a tight range, while 30M CCI indicates building momentum for a potential continuation move. @DailyAnalysis
$AVDL made a lot of friends being on this board for so many years. Ticker going offline tonight I’m assuming. Wanted to again thank everyone for their contributions and wish you all good luck going forward!!
$AVDL Equity Corporate Actions Alert #2026 - 80
Information Regarding the Merger of Avadel Pharmaceuticals (AVDL)
https://www.nasdaqtrader.com/TraderNews.aspx?id=ECA2026-80
At a special meeting held on January 12, 2026, the shareholders of Avadel Pharmaceuticals (AVDL) approved the proposed merger with Alkermes plc (ALKS) . The merger is tentatively scheduled to close prior to the market open on February 12, 2026. In anticipation of the closing, the stock will be halted immediately following the after-hours session at or around 7:50 p.m. on February 11, 2026. If the merger closes as anticipated, the stock will remain halted on the day of closing (February 12th) and will be suspended effective February 13, 2026.
AVDL shareholders will receive $21.00 and one CVR per share at closing.
