$VKTX wow was in this a long time ago, congrats to the longs who held. Missed out on the real gains just like I missed out by selling $BLU too early. Instead I sold and bought a weed stock, worse trading decision ever.
@Jcouncil8 these are all still fairly early studies and those data will provide high-level signal since the N won't be large, so they don't offer much leverage IMO. Chronic cough only works in our favor due to the recent $BLU acquisition but a more robust study is still needed to confirm the preliminary signal it presented in June. What's awesome is that 629 has already proven itself as a next-gen RASP asset in other indications (chronic cough) outside of DED/AC so a buyer should still be able to acquire a fair amount of confidence of its potential without waiting for robust datasets 1-2 years from now
@prognonymous @xemite unfortunately, no one will pay us for the systemic pipeline today because it is simply far too early but we can certainly get additional premium for chronic cough due to the recent $BLU acquisition. Our BO valuation will be primarily driven by DED/AC plus about 500M-1B for chronic cough if we’re lucky. If no outright BO, the solution you propose is certainly elegant Xemite and I’d be onboard, but I just don’t think Todd is looking to work for any longer than he has to. He’s a VC by trade and will stay on to lead the transition (per cancelled equity acceleration rights) but I think he wants to go live his life afterward. Again, this is all simply my opinion based off of my qualitative observations during calls/presentations. What’s for certain is that a traditional partnership would be a big nothingburger for both Aldeyra and its shareholders.
@Easytrends @Kosmos709 @Rasputinostradamus
And I don’t have the patience, I had $BLU last year. I did my DD, bought the dips at 4-5? Don’t remember. It took a year or more to be sold for 15$ a share.
@Kingjake26 @johnnygogogo @VoxGeorge they need more data - i think the Phase 3 will blow $BLU out of the water based off the Phase 2 data and so does the street, hence why I added 1B as a floor in fair value. We'll see how the cards play out but 3B is guaranteed for outright sale. Reproxalap is our valuation and our valuation is reproxalap. Everything else is a cherry on top! Should be a great year my friends
$ALDX Bingo. RASP modulators (reproxalap, 629, 246, 248) are our bread and butter. 2191 is not a RASP modulator, but offers upside to our fair value if it proves useful in any of its target indications. Remember, any interested buyer will be acquiring us for our RASP platform. That is what sets us apart from every other inflammatory/immunology company out there. That being said, reproxalap is still the only RASP asset that is driving 90-95% of our fair value. The other RASP assets are far too early but 629 may now provide a valuation bump via chronic cough, due to the recent 2B $BLU acquisition by $GSK.
