forfourfun

[forfourfun @forfourfun4]

@PhotonCap $1.1b market cap seems pretty undervalued to me.

[forfourfun @forfourfun4]

@Cafe10Fold Semco never said they made a deal with MRVL.

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@rklb_invest @hwanghyeon35442 @imsugyeong26037 @NASA Do you think there’s enough upside in $FLY from here? $73.50 seems like a reasonable technical target.

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@Semicon_player Hyundai Steel holds a 6%(=KRW 3.6T) stake of Hyundai Mobis, equivalent to 65% of Hyundai Steel's own market cap. I believe this will be the biggest catalyst for Hyundai Steel when Hyundai Motor Group begins its governance restructuring.

[forfourfun @forfourfun4]

@BiotechPicks My biggest concern is that it has no platfrom value-basically $KNSA is all about RP. Single Drug Biotech with a platform could be easily re-rated to ev/ebit 8~9x level, but i'm afraid $KNSA is not.

[forfourfun @forfourfun4]

@BiotechPicks What is your target MC? If 387 is successfully launched in 2029, its ev/ebit could be around 5x(in my guess), which would make it one of the cheapest single-drug biotech.

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@WallStSai EASL abstracts are already available.. but I couldn’t find any abstract on MK-6024.