Potential Long Trade on CURE if FDA Reverses
"I think the FDA will chicken out and give them approval. And in some ways, this is almost a good thing for them because now it forces the issue since the stock was at 60 before and it was still like 50/50 what the FDA would do. So like now if the FDA changes their mind, we kind of should be going to 100 plus. And I think the FDA will change their mind. So it's kind of a great long. I still might buy some up here. It's up here and down here at the same time."
The speaker outlines an actionable trade call on CURE, suggesting that if the FDA reverses its current stance, the stock—which had been trading around 60—could surge above 100. The speaker expresses high conviction in a favorable FDA decision and indicates a readiness to accumulate on any price dislocation.
Speculative Outlook on Unicure Buyout Prospects
"Will my price target what would be your price target for cure in case of a bio here? Let's un let's let's understand this from a linguistics perspective first. What would be your price target for cure in case of a buyout conservatively? That is our question, right? Cure is not a cure for Huntington's to be clear. It's a treatment. It's a potential treatment without exactly definitive control data. So, it's speculative treatment. If a company were to be bought out, I mean, you can't, it doesn't make sense. What would your price target be? I guess what you're trying to ask is, do you think there is a drug company out there willing to pay a premium right now for Unicure stock price? I don't think that's the right way to think about it."
The speaker discusses the idea of setting a price target for Unicure in the event of a buyout. He clarifies that Unicure offers a speculative treatment for Huntington's rather than a definitive cure, emphasizing that drug companies are unlikely to pay a substantial premium without clear data. This commentary highlights the complexities behind M&A expectations and cautions investors against assuming a buyout scenario as a basis for valuation.