@squints323 If AUD data lands well that's not crazy 👀
Trading below institutional cost basis with $550M cash is already a weird setup. Market is pricing in failure before the data exists.
May 12 earnings first. Then Q3 is where it gets interesting.
Today, Altimmune announced the closing of its $225 million oversubscribed public offering. Net proceeds will be used to fund an upcoming Phase 3 trial in metabolic dysfunction‑associated steatohepatitis (#MASH). Learn more: bit.ly/4cCgVEo
$SLS
My honest take. When the time comes I would love to see Pfizer step in and acquire them. Ideally an all stock deal.
Pfizer currently pays around a 6.7% yearly dividend which is huge if you think about the long term income side of things. If the buyout was all stock it also avoids immediate taxes on short term gains since you are not taxed until you sell.
Pfizer is not a crazy mover like small biotech. It is more of a steady dividend machine. Holding those shares and collecting the yield would actually be a pretty solid outcome for SLS investors.
I’m LONG everything.
- America will fix its problems
- no war with China
- wars in Europe and the Middle East end
- we will solve housing
- we will solve addiction
- we will fix social security and the debt problem
- California will wake up and get out of its own way
- we will legalize building again
- billionaires will build great public projects
No doomerism.
The world will get richer, safer, and more peaceful.
More people will get medicine and money and buy cool shit.
I’m long everything.