GOSS Gossamer Bio Inc

$GOSS “GOSS recently submitted the NDA for Seralutinib in PAH. Overall, we believe GSK‘s interest in the PH landscape speaks to the high unmet need where there is a clear opening on the market for novel therapeutics” -Piper 10/28/26

$GOSS : I realised we never spoke of pricing here, WinRevair makes >$200K per patient (PAH is a niche, but an expensive condition medically), and this answers a lot of my doubts. Sharing it here in case it helps any of ya' Mercks' is a pricey drug, it's expensive - also an injection. Seralutinib's inhaled so it's an add-on therapy. It doesn't compete directly but can also complement every other tablet/inhaled player in the PAH market. IDK anything about Pricing Strategies, but I'm assuming here that a good discount against Merck will place it in a good position since it'll compete against multiple brands (Merck will hate it for sure if GOSS is approved, let there be no doubt here, Big Pharma hate it when theirn expensive medicines are in target) I ran a model, and the Analyst PT's actually make sense, even after the dilution, I thought $30 would be the ceiling for a cap of $1B, but it's little more complex than that. (1/2) cont'd

$GOSS NDA acceptance 99% sure, FDA approval 80%. The story changed, GOSS mgt assumed that missing 0.025 p value was probem with FDA: "We went expecting that was going to be the biggest bone of contention, that, "Hey, you missed your pre-specified," even though we had a lower alpha than normal trials." It wasnt⬇️

$GOSS Everyone thought missing p value of 0.025 would be problem for FDA: "We went expecting that was going to be the biggest bone of contention, that, "Hey, you missed your pre-specified," even though we had a lower alpha than normal trials." It wasnt↘️ Mgt confident again↙️

$GOSS If you have time to answer, very interested to hear your feelings about this. Very shortly: They missed more stricter p value of 0.025 (EMA requirement) Mgt thought this was a problem to file, it wasnt⬇️ The drugs works very nicely, everyone knows that, but FDA approval uncertain ofc at this point. NDA acceptance November and label talks Q2 2027. Mgt told they are ready also for AdCom if that happens. Everyone wants the approval. The drug works very nicely. Brazil placebo patients ruined the PROSERA p-value.

$GOSS Shortybears getting crazy with the cheesewiz again. Bad timing for them in November.

$GOSS imho, those who are financing the approval milestones are the ones shorting the stock. Perfect hedge with their warrants and the lower they can drive the stock price ahead of the acceptance milestone, the more shares they will receive for their $125M. We need a $GME retail push in the week prior to November 23. 

$GOSS you know what would be crazy NDA acceptance in 23rd of November and then continue going down, I have seen so many stocks getting fda good news and still going down, sell the news

$GOSS lets see how this turd will trade today, few biotech are trending if it follows the same trend should be at 11dollars at least today

$GOSS I don’t even care anymore,increased position to 1,000 shares today. Let it bleed, I’ve seen this game before. Dude 1 out of every 3 shares available is borrowed and shorted AYFKM

$GOSS my my how sentiments can turn in a few weeks… also, fun math, at today’s close of $9.31, that is a pre-split price of a whomping $0.1164. 🤦‍♂️

$GOSS Gossamer Bio shareholders approved potential common stock issuance exceeding 20% of shares outstanding immediately before the initial closing under the August 20, 2026, Purchase Agreement. • The authorization includes shares issuable through Pre-Funded Warrants, FDA Approval Warrants and conversion of Series A-1, A-2 and A-3 Preferred Stock; an adjournment proposal was not put to a vote. The vote was never put to an adjournment, which means it passed on the first try.

$GOSS Investing is my hobby. Most of my tickers go down. Perhaps due to the market. Every time I see a "nugget". And I do my DD and buy. Chances are looking good. How can I (we all) be mistaking. Momentum and excitement. Ends mostly with deception. Not this time hopefully. Tip of the hat for GOSS. IMHO

$GOSS $GOSS $GOSS -27.7% in a month, that’s how the market punish the stocks that they do reverse split, 1 for 80 it’s huge even management has lost hopes in here, literally in January was over 230$, looks like it’s over unless it gets any one time jump

$GOSS Even for warrants like PDSB, inflows of funds have a positive effect, but the GOSS is currently oversold

$GOSS another one of them days to turn off the trading app, go smoke some weed, and try to forget about the horrible trading decisions youve made in life. 🚬

$GOSS honestly DGAF what they drive this thing down to prior to Nov 23. I’ll double, triple, quadruple fkn down AGAIN. This thing’s either gonna get bought out for a shit ton, go through full approval and go parabolic, or somehow get rejected (and with what happened in LatAM, nothing would surprise me - shit was straight out of a billions episode🤯).Even in that scenario, I think we see a 5-10X bidding war for IP. 

$GOSS When will they open up options for split adjusted stock? Current options that deliver 2 shares per contract are worthless.

$GOSS Damn i'll take 40$ any day of the week, thats half way to me getting half my money back 😂🤣😂

$GOSS : Running some math, considering the pending dilutions etc. and a broader market cap of $1B gets to a ceiling price of $30, that's considering the FDA actually approves. Does this make sense?