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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is attracting significant market attention and community speculation following reports of unsolicited takeover interest from rivals, particularly after its stock's recent slump and ahead of a leadership change. Discussion centers on potential acquisition prices and the company's perceived undervaluation.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is a major talking point as its impending earnings report follows recent news of a 12% workforce reduction, fueling intense community debate over the stock's persistent new all-time lows and the company's financial outlook in the competitive EV sector.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is experiencing heightened trading activity following the FDA approval of its BYSANTI drug for bipolar I disorder and schizophrenia, which notably secured New Chemical Entity status and patent protection until 2044. The community is buzzing with discussions about the stock's significant undervaluation, pointing to its strengthened pipeline and past rejected buyout offers, fueling expectations for a substantial re-rating and potential M&A interest from larger pharmaceutical companies.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amid an industry-wide selloff in cybersecurity stocks, driven by investor concerns following Anthropic's new "Claude Code Security" tool. However, many in the community and analysts argue this is an overreaction, asserting that AI will enhance, not replace, the critical enterprise security solutions provided by companies like CrowdStrike.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is a major talking point due to a prominent lawsuit alleging political debanking, alongside recent regulatory fines that fuel broader community discussions around the financial sector's stability and market integrity.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is trending due to a "SaaS-pocalypse" narrative, as fears that Anthropic's Claude AI tools will disrupt enterprise software are fueling aggressive selling. The community is debating whether this downturn is an overblown panic or a fundamental shift, with many calling current valuations irrational and the sector extremely oversold amidst record volume.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after reporting overwhelmingly positive Phase 2 clinical trial results for sonelokimab in axial spondyloarthritis, demonstrating significant efficacy and potential disease modification ahead of its Investor Day. Despite this "game-changing" data and the company's strong cash runway, the community is actively discussing market "sell the news" behavior and perceived manipulation amidst significant short interest.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as the community highlights recently published long-term data confirming Briumvi's best-in-class efficacy and safety, alongside a high-profile MS awareness campaign featuring Christina Applegate. Despite these strong fundamentals and anticipated positive Q4 earnings, many express frustration over the stagnant stock price, fueling calls for a buyout to unlock shareholder value.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is surging following robust Q4 earnings, a significant 700% year-over-year revenue increase, and expanding global approvals for its ANKTIVA cancer therapy in Europe and Saudi Arabia. The community is actively anticipating further catalysts and a potential short and gamma squeeze, driven by the company's groundbreaking treatments and strong financial performance.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean's definitive all-stock acquisition of Valaris is establishing a dominant offshore drilling powerhouse with an expanded backlog and significant synergies, fueling community discussions about a major valuation re-rating and potential short squeeze ahead of anticipated strong Q4 earnings and an emerging multi-year industry upcycle.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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As shown on the attached graph, $KALV FY26 - FY35 analyst consensus revenue estimates are consistent with the 10-year revenue forecasts prepared by the managements of 3 peer commercial-stage bios (CTIC, KDMN &amp; SRRA) that were acquired for enterprise values ranging from $1.7B to $1.9B within 15 months of FDA approval.  
 
Based on KALV&#39;s Q325 10Q, Sebetralstat generates competitive gross margins (91%). 
 
Our simple question, if analysts forecast Sebetralstat to generate the same sales at roughly the same gross margins, does that suggest KALV would be worth the same ($1.7 to $1.9B) if KALV is ever acquired? 
 
This is not investment advice. New drugs are generally worth some multiple and/or NPV of projected sales, so we&#39;re simply trying to understand the upside if KALV is ever acquired (i.e. competing HAE therapies). 
 
Per Seeking Alpha, KALV&#39;s market cap is ~$800MM where cash more or less = debt (so EV is about the same) 
 
$IONS $THTX $XBI $IBB  
 
NOTE: SRRA was acquired before PDUFA

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Alan Purdie

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KalVista Pharmaceuticals Inc

Ionis Pharmaceuticals Inc

Theratechnologies Inc.

SPDR S&P Biotech ETF

iShares Biotechnology ETF

 FY26 - FY35 analyst consensus revenue estimates are consistent with the 10-year revenue forecasts prepared by the managements of 3 peer commercial-stage bios (CTIC, KDMN & SRRA) that were acquired for enterprise values ranging from $1.7B to $1.9B within 15 months of FDA approval.  
 
Based on KALV's Q325 10Q, Sebetralstat generates competitive gross margins (91%). 
 
Our simple question, if analysts forecast Sebetralstat to generate the same sales at roughly the same gross margins, does that suggest KALV would be worth the same ($1.7 to $1.9B) if KALV is ever acquired? 
 
This is not investment advice. New drugs are generally worth some multiple and/or NPV of projected sales, so we're simply trying to understand the upside if KALV is ever acquired (i.e. competing HAE therapies). 
 
Per Seeking Alpha, KALV's market cap is ~$800MM where cash more or less = debt (so EV is about the same) 
 


  
 
NOTE: SRRA was acquired before PDUFA

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Syndax Pharmaceuticals Inc

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UroGen Pharma Ltd

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech great points! $KALV is definitely a takeout target.

They also have competition from $PHVS which may get approved soon - so if they’re going to get bought it better be before that launches 🚀

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Pharvaris NV

 is definitely a takeout target.

They also have competition from 

 which may get approved soon - so if they’re going to get bought it better be before that launches 🚀