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commented on a stock01/04/2022 23:29

Reasons to add MYOV after profit take

$Immix Biopharma(IMMX.US)$ $Hoth Therapeutics(HOTH.US)$ $Myovant Sciences(MYOV.US)$ 
1. Great fundamentals
     a) Great Product - 2 approved life saving/changing blockbusters and another pending. Featured in New England of Medicine which is a big deal. Not going into technical but many doctors and client attested to the benefits and the increasing scripts speaks of itself. Adoption rate and reviews are good. PDUFA for 3rd blockbuster in May 22. partial clinical hold for SERENE trial is recently removed by FDA
    b) strong financials - huge cash runway of $6b+ cash for a $1.4b-1.5b market capital company with incoming streams of income from tiered payments and commercialising sales of 2 great products. Great leaps in price to sales ratio (value) and also enterprise value to EBITA (growth) Q to Q. Sales going strong and positive affirmation on drugs. Estimated Q1 Earnings is 3983% YOY
     c) Experienced Pfizer commercialising the above drugs.. acknowledging the value with 4.2b tiered payment.. Pfizer taking this on also speaks volume andthe confidence in the 4.2b price for 50%. And also not including additional commercialisation of the above drugs sales out of US. Distributions going strong.

2. Imminent Buyout Target for Sumi who is facing a patent cliff and can fully own last of the “vant” company (currently owned 53%) or secondary contender PFizer who is flooded with cash and looking to buy. Lots of M&A happening in this space. With BBB bill out of the way now, there is definitely no more headwind… looking at buyout price of 45-55. Still a steal at this price with all the above mentioned. Top Institution investors have increased their positions

3. Fantastic Value and looking at a reversal trend. Current Price is near the price pre approval and IPO which means there is a lot of upsides. Cyclical move into biomed.. great oppty and timing for the buyout before price become higher…and short term squeeze due to manupulation of the bullies in a Low float enviroment… price will soar if we can get apes to unite… observation of the capital flow trends and also price movements. Spike of shorts volume waiting to cover.. large Inflows

P.S. Lynn have expiring options on Jan 2022…being the ex CEO. She should be aware of the value and price
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