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$SRRA is admittedly a game of patience with the Momentum phase III data catalyst ~18 months away, but I don’t think it’s unreasonable to think the stock can double/triple/quadruple INTO that event.
I agree w/ @juliaskripkaser that $SRRA data is more comprehensive and compelling than that of CNST.
For reference, if $SRRA traded at parity with $CNST, it would be north of $70, roughly a 5 bagger from here!
$SRRA has a de-risked phase III data catalyst and sufficient cash to get them beyond the pivotal data.
$SRRA
momelotinb has been studied extensively in hundreds (>800) of patients and has been shown to be uniquely effective in treating anemic and transfusion dependent myelofibrosis patients.
momelotinb has been studied extensively in hundreds (>800) of patients and has been shown to be uniquely effective in treating anemic and transfusion dependent myelofibrosis patients.
$SRRA
Leading MF physicians, Dr. Srdan Verstovsek and Dr. Ruben Mesa, have both spoken publicly about momelotinib’s potential to serve an important unmet clinical need.
Leading MF physicians, Dr. Srdan Verstovsek and Dr. Ruben Mesa, have both spoken publicly about momelotinib’s potential to serve an important unmet clinical need.
$SRRA
Their post-hoc Simplify analysis presented at ASH last year showed that patients receiving Momelotinib had nearly 10 fold higher odds of receiving no transfusions than those on Rux
Their post-hoc Simplify analysis presented at ASH last year showed that patients receiving Momelotinib had nearly 10 fold higher odds of receiving no transfusions than those on Rux
$SRRA
This transfusion-sparing clinical profile is meaningfully more attractive in a post-Covid world given widespread blood shortages, preoccupied hospital staffs, social distancing measures, etc
This transfusion-sparing clinical profile is meaningfully more attractive in a post-Covid world given widespread blood shortages, preoccupied hospital staffs, social distancing measures, etc
$SRRA
Another post-hoc Simply analysis presented at EHA this year highlighted the favorable durability and long-term tolerability of momelotinib versus Rux.
Another post-hoc Simply analysis presented at EHA this year highlighted the favorable durability and long-term tolerability of momelotinib versus Rux.
A small group of successful and well-regarded HC investors— Vivo, Longitude, Orbimed, Abingworth, Rock Springs (just dukes)— and Gilead now own nearly 70% of $SRRA.
$SRRA
The first four all have Board representation, and they’re preemptively improving the company’s commercialization potential with a thorough C-suite upgrade (new CEO, CSO, CBO, CRO).
The first four all have Board representation, and they’re preemptively improving the company’s commercialization potential with a thorough C-suite upgrade (new CEO, CSO, CBO, CRO).
$SRRA is currently trading at net cash, so, while it’s not unfathomable that the stock can move lower, there is a nice ‘margin of safety’ embedded here.
And while the high probability game changer catalyst is still 18 months away, $SRRA will be presenting another post-hoc analysis at ASH in December (abstracts likely in November), which has the potential to rekindle sentiment (nearly tripled into ASH last year).
$SRRA
Moreover, there is free call optionality on SRA737 data http://clinicaltrials.gov"> http://clinicaltrials.gov recently reported that Phase 1/2 trials of SRA737 as a monotherapy and in combination with low dose gemcitabine in solid cancers are complete, etc.
Moreover, there is free call optionality on SRA737 data http://clinicaltrials.gov"> http://clinicaltrials.gov recently reported that Phase 1/2 trials of SRA737 as a monotherapy and in combination with low dose gemcitabine in solid cancers are complete, etc.
$SRRA
I’m long in size and therefore biased, so take this thread with grain of salt. I consider it one of best risk adjusted time & liquidity arbs in market right now. Would genuinely love to hear any pushback on the fundamental thesis other than “no near term catalyst”
I’m long in size and therefore biased, so take this thread with grain of salt. I consider it one of best risk adjusted time & liquidity arbs in market right now. Would genuinely love to hear any pushback on the fundamental thesis other than “no near term catalyst”
