IBBQ

$IBBQ chatter on StockTwits

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  The mann@clanBullishMay 26

  $MNKD HODL 💎👐 $IBB $IBBQ #afrezza

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  Night Owl Biotech Research@Night_Owl_BiotechMay 17

  Analysts project $ACAD to generate slightly more revenues than $PTCT over the next 5 & 10 years. Both ACAD & PTCT have historic gross margin profiles in the low nineties. Actual FY2025 gross margin for both was 92%. Even though analysts project ACAD to generate more revenues than PTCT at the same gross margin profile, ACAD's market cap is roughly 60% of PTCT's market cap. Because PTCT's capital structure includes meaningful term debt, PTCT's enterprise value is about 150% higher than ACAD. The attachment graphs analyst consensus of both over the next 10 years. Both had their 1st FDA approval 9 years ago. Reading the graph knowing both generate the same gross margin, does it seem logical PTCT's enterprise value is 150% higher than ACAD? We're not bashing PTCT. This is not investment advice. Rather, we're genuinely trying to understand the disconnect in valuation. $XBI $IBB $IBBQ

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  Night Owl Biotech Research@Night_Owl_BiotechMay 8

  $TARS fully diluted market cap & enterprise value using TARS 3/31/26 cap table @ $60.87 per share. The 2nd attachment compares TARS' valuation related data points to 7 peers acquired 25-91 months post FDA approval (34 months for TARS). Note these TARS hypothetical peers were acquired for 0.86-0.93X 5-year revenues (some higher) and/or 0.31-0.37X 10-year revenue forecasts. If TARS analyst consensus revenue ests are credible AND if TARS were hypothetically acquired for 0.88X 5-year revenues and/or 0.32 10-year (2 HUGE IFs), TARS hypothetical M&A EV would be ~$4.3-$4.5B or, with $300MM net cash/debt, ~$4.6-$4.8B in market cap. With just under 50MM fully diluted shares o/s this would be $92-$96 per share. We're merely sharing "what-if" analysis using TARS 3/31/26 cap table & analyst consensus. This is not investment advice because we have no idea what TARS might be worth in a M&A exit. We're curious if investors believe a hypothetical TARS M&A multiple would be higher or lower $XBI $IBBQ

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  Night Owl Biotech Research@Night_Owl_BiotechMay 8

  $VSTM The graph compares VSTM actual product sales for its first 3 full quarters post FDA approval to the same for CTIC's Vonjo cancer therapy & ZGNX's rare disease therapy called Fintepla. Both CTIC & ZGNX were 1 product companies with no meaningful pipeline. Both were acquired for enterprise values of $1.7B. VSTM does have a pipeline referred to VS-7375 that is about to enroll patients in 3 registrational trials for certain solid tumors that express the KRAS 12D mutation. Do your own research but the TAM is gargantuan. We suspect VSTM will partner 7375 with a Big Pharma. Also attached is VSTM's fully diluted cap table. VSTM has roughly 12MM pre-funded warrants that most stock screeners do not consider when posting valuation data. This is not investment advice. We're merely sharing analysis. $XBI $IBB $IBBQ

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  Night Owl Biotech Research@Night_Owl_BiotechMay 7

  $MDGL fully diluted market cap & enterprise value at $525 per share using MDGL's 3/31/2026 cap table (that does not consider share grants & other activity post 3/31/2026). MDGL fully diluted shares outstanding are roughly 33% higher than traditional shares outstanding. It's our experience fully diluted shares are usually 10-15% higher for most MDGL peers. This is an important consideration when assessing hypothetical MDGL M&A exit valuations. The attachment provides hypothetical MDGL fully diluted valuations up to $650 per share. We'd suggest investors use 31MM fully diluted MDGL shares when assessing hypothetical M&A exit valuations. This is not investment advice. We have no idea what MDGL might be worth in a hypothetical acquisition. $XBI $IBB $IBBQ

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  Billioner@BillionerOfKingFeb 17

  $IBBQ Current Stock Price: $29.41

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  Claire Montoya@TrojanTitanDec 26

  $IBBQ Risk appetite is present but conditioned on validation. Cash efficiency must trend upward while maintaining strategic flexibility. Sustained traction could validate the investment case. Stronger outcomes appear only when priorities stay focused.

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  Anthony Christ@Reanimated666BullishDec 23

  $IBBQ This can be at 50 bucks this time next year

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  Simone Sanderson@TwinityNov 26

  $XBI $IBB $IBBQ $LABU $LABD some say that AI helps BigPharma.. sure, for drug discovery and such.. however it doesn't buy them time one cannot speed up Human Trials! lots of patents come to end, that's why we have seen the MA spree.. but with recent drug cuts, so the profits go busted generics don't make them rich just saying..

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  Simone Sanderson@TwinityNov 26

  $IBB $IBBQ Centers for Medicare and Medicaid Services (CMS) has revealed HUGE price cuts on drugs, ranging between 38% and 85% for a 30-day supply vs 2024 https://pharmaphorum.com/news/latest-medicare-pricing-cuts-promise-12bn-savings

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  Stocktwits News@StocktwitsNewsNov 24

  Alvotech’s Drug Approved In Europe As Biosimilar For Bone Disease Drug $ALVO $IBBQ $PRFZ https://stocktwits.com/news/equity/markets/alvotech-drug-approved-in-europe-as-biosimilar-for-bone-disease-drugs/cL5bIelREQc

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  Stocktwits News@StocktwitsNewsNov 20

  Applied Therapeutics To Lay Off Nearly Half Its Staff, Board Explores M&A Options $APLT $VTI $IBBQ https://stocktwits.com/news/equity/markets/applied-therapeutics-to-lay-off-nearly-half-its-staff-board-explores-m-and-a-options/cLPAinqRE96

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  Stocktwits News@StocktwitsNewsNov 3

  uniQure Stock Tumbled 56% Today: What’s The FDA Angle? $QURE $FRTY $IBBQ https://stocktwits.com/news/equity/markets/uniqure-stock-tumbles-after-fda-meeting/cL2NBqhR3zq

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  Night Owl Biotech Research@Night_Owl_BiotechNov 1

  The attachment compares the enterprise values paid in 6 $SNDX peer M&A transactions. We define peers as comm'l-stage bios (oncology & non) whose products are projected to generate the same revenues. Note SNDX trades at 0.10X cumulative 10-year revenues v. the 6 peers were acquired for 0.26 - 0.39X 10-year revenues. Even excluding the highest SNDX analyst revenue estimate for each year, SNDX trades @ 0.16X 10-year revenues. Because generated 96% gross profit margins on their revenues YTD suggests, all other things being equal, SNDX's merits a premium revenue multiple. Of course there could be other data points offsetting a premium multiple. Gross profit margin is just 1 to consider. See our post yesterday that shows SNDX also trades @ the lowest multiple of actual product revenues post launch v. a meaningful pool of peers generating like sales $ This is not investment advice. SNDX reports Q3 25 results Monday. A bad report may adversely affect SNDX's share price. $INCY $IBB $IBBQ $XBI

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  Night Owl Biotech Research@Night_Owl_BiotechOct 21

  @outlawinvestor1 FYI $MRUS filed their 14D9 this morning that includes, among other things, the revenue forecast provided $GMAB as part of the broader financial projections. You were definitely right again. The MRUS forecasts, especially in the later years, are considerably higher than 3 analysts had projected. I prepared a simple comparison of the 2 showing you snapshots as well. We track these for all commercial-stage bios. It's our experience the projections are closer except for BPMC (BPMC's forecasts were much higher than analysts in the later years). I included an updated comparison of the various revenue multiples versus $PTGX as well. For those interested in clinical-stage bios (and commercial-stage for that matter), may I recommend you follow outlawinvestor1 Otherwise FYI only. This is not investment advice. $IBB $IBBQ

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