$ptn has a market cap of ~$150m fd compared to rhytms ~$7,4b. $ptn has a huge upside and they will definitely take a big size of that $5-7b market share with their new oral asset pl7737.
For context, $PTN at $100 is only a $200 million market cap.
Hypothalamic Obesity is projected to be a $5-7 billion market space by 2033. $RYTM won't be taking 100% of that market share.
Worth owning both for this target indication.
https://t.co/EguBQpmLxH
@seedy19tron What’s your take on Palatins asset pl8177? P2 poc data in UC. Safe oral therapy, a non-immunosuppressive alternative, first-in-class mechanism of action. Will they outlicense it and to whom?