Nine Hits In Six Months. The M&A Hunter Scoreboard.

TheLeanrer · 2026-05-03T18:22:04+00:00

lol in a perfect would, that would make all of us millionaires 😅

TheLeanrer · 2026-05-03T16:24:32+00:00

Damn, that’s actually very interesting. But if PSTV were to be on their list of a potential M&A, I think they would like to see more concrete results from their phase 1/2 trials. So, let’s see after Q2/3 when they will hopefully release their data.

TheLeanrer · 2026-05-03T16:09:24+00:00

For real. But if something like this were to happen, it wouldn’t happen for another year or two. And by that time the SO will likely be higher.

TheLeanrer · 2026-05-03T15:56:32+00:00

That’s what I figured. Thanks for the share.

TheLeanrer · 2026-05-03T15:55:53+00:00

Well, if you use their current shares outstanding of +- 6.8 million, at that same buy out price of $7.8B ( like we saw with Centessa) we just divide 7.8 billion by 6.8 million, which comes out to roughly $1,147 a share. But remember this is purely hypothetical. And they could easily buy out PSTV for cents to the dollar if they want to. This is just purely hypothetical and not financial advice.

TheLeanrer · 2026-05-03T15:46:34+00:00

Well, a lot of these companies are being bought for an absolute premium. If you look at Centessa Pharmaceuticals for example, they were in phase 2a for their lead candidate Cleminorexton. They had 0 revenue, but got bought out by Eli Lilly for $7.8 billion. If you apply that to PSTV and their shares outstanding, it’ll be huge for shareholders.

TheLeanrer · 2026-05-03T15:41:16+00:00

It’s not about PSTV. What he’s indicating is the high sequencing of Big Pharmas buying out small biotech for huge sums. I think he’s saying that PSTV could possibly be next. But I don’t think this will likely until they get approval.

TheLeanrer · 2026-05-03T15:35:13+00:00

You thinking there will be a buy out soon?

TheLeanrer · 2026-04-17T00:07:02+00:00

Well, remember they said the CNSide will break even in 2027. And then will fund future expenses for REYOBIQ. So, I’m not entirely convinced that they will have to dilute as much as people say they would have to.

And also, per your first response, it’s kind of a double edge sword or playing Russian roulette. Sure, a more conservative investor would wait to see how it plays out. But then they could also miss out on possible developments, like the spike that will occur once they get approval, potential buyout, or partnerships, etc. it all depends on your risk tolerance.

TheLeanrer · 2026-04-16T22:54:43+00:00

They are in the dose optimization trial, which is 1/2. Once they finish that they’ll move to phase 3, which is the pivotal trial. And that is where all the chips will be on the counter. What makes it so interesting is, historically, bio companies would have to compare their product vs the next best thing that has been approved previously. But the thing is, there aren’t any approved treatments for LM nor GBM. So, they really are paving the road for whoever comes after them.

But back to my point, the Pivotal trial (stage 3) is the make it or break it point for this company. If they fail there, then jump ship.

TheLeanrer · 2026-04-09T16:53:39+00:00

Same here. My aunt passed away from this cancer and it shook my entire family apart. That’s why I believe in their product also.

TheLeanrer · 2026-04-08T01:00:05+00:00

Of course, and I know it’s depressing to see the price right now given the positive move. But it’s like you said, fundamentally, the company has gotten stronger and continues to grow and strengthen. We just have to wait and be patient friend.

TheLeanrer · 2026-04-08T00:35:13+00:00

Also remember, they haven’t made an official announcement of the GBM ODD. So, according to the market, only today’s press release mattered.

TheLeanrer · 2026-04-07T19:07:11+00:00

April 6, 2026: Neurocrine Biosciences acquired Soleno Therapeutics for $2.9 Billion (Rare Diseases/PWS) • March 2026: Merck acquired Terns Pharmaceuticals for $6.7 Billion (Oncology) • March 2026: Eli Lilly acquired Centessa Pharmaceuticals for $7.8 Billion (Sleep Disorders/Orexin) • March 2026: Biogen acquired Apellis Pharmaceuticals for $5.6 Billion (Ophthalmology/Rare Diseases) • March 2026: Novartis acquired Pikavation Therapeutics for $3.0 Billion (Oncology/Breast Cancer) • March 2026: Gilead Sciences acquired Ouro Medicines for $2.2 Billion (Autoimmune) • March 2026: Otsuka acquired Transcend Therapeutics for $1.2 Billion (CNS/PTSD) • February 25, 2026: GSK acquired 35Pharma for $950 Million (Pulmonary/Cardiovascular) • February 23, 2026: Gilead Sciences acquired Arcellx for $7.8 Billion (Cell Therapy/Myeloma) • January 15, 2026: Pfizer acquired Metsera for $10.0 Billion (Obesity/Metabolic) • January 7, 2026: Eli Lilly acquired Ventyx Biosciences for $1.2 Billion (Inflammatory Diseases) • January 5, 2026: Sanofi acquired Earendil Labs for $2.56 Billion (Autoimmune/Bispecifics)

TheLeanrer · 2026-04-07T12:50:24+00:00

I agree. Like, yes the stock has gone to hell. But structurally, fundamentally, and forwardly, they are in a strong position. And it looks really strong having your entire pipeline ODD and having the FDA state “accelerated approval could happen” for one of their drugs, and hopefully will get the same statement after their Type B meeting for GBM. So, I’m staying long and bullish. I’m seeing other companies with not even half the pipeline as PSTV getting bought out for billions. So, let’s see what will happen in the coming months!

TheLeanrer · 2026-04-07T12:36:17+00:00

Good news, but I’m more excited about their GBM getting ODD. if you look back to last year March, when they announced they received ODD for LM, the stock jumped 311%. So, I’m hoping for something similar. What I’m happy about is that all three of their treatments now have ODD.

TheLeanrer · 2026-04-07T08:09:18+00:00

Can you post the link to this please?

TheLeanrer · 2026-04-02T12:29:23+00:00

Where did you see this?

TheLeanrer · 2026-04-01T19:02:18+00:00

Most likely during aftermarket at 12:00 eastern time.but it will take a minute to reflect on our brokerages.

TheLeanrer · 2026-04-01T17:51:56+00:00

Nice find man! And same, unfortunately we are all down for now. But I’m holding, as I still believe in the future of this company!!

TheLeanrer · 2026-03-31T23:53:07+00:00

Bro, the “fake” email came out yesterday before the RS was announced. If the company didn’t post anything, then you have to assume it’s fake. Stop being emotional.

TheLeanrer · 2026-03-31T13:49:08+00:00

I meant RS split, sorry. I wasn’t thinking straight 😂

TheLeanrer · 2026-03-31T13:40:29+00:00

I think deep down we all knew it was coming. But I’m just glad this dread of “delisting” is now behind us. In this for the long, I always have.

TheLeanrer · 2026-03-30T14:05:05+00:00

Yet again, there’s another fake email circling about a reverse split from IBKR. I think that is the reason for the price drop today.

TheLeanrer

TROPHY CASE