Feb. 3 at 9:09 PM
$FBIO $FBIOP One of the stupidest posts I've read here.
I've been following Fortress for 2 years. Almost every weekday there is news that can be directly or indirectly traced to Fortress' subsidiaries, associated companies and pipelines.
In addition to what I wrote here yesterday, this has only happened in the last 24 hours:
1. Triplex's closest commercial competitor PREVYMIS reported sales of
$275M in Q4 2025 (+28%),
$978M for the full year 2025 (+25%) for Merck.
2. Dotinurad's closest commercial competitor KRYSTEXXA reported sales of
$435M in Q4 2025 (+26%),
$1.34B for the full year 2025 (+13%) for Amgen.
3. A newspaper article has been written about Triplex's competitor mRNA-1647, a focused attention on only one organic possible growth area for Moderna, CMV. Moderna is valued at about 17,500% more (market cap in common shares) where the hope (at least in the article) is directed at CMV. Fortress (Helocyte) has better data, a long lead in time and significantly more indications for CMV.
