Aug. 18 at 2:28 PM
$KURA
CEO buying here reminds me of
$TGTX buying
$1M+ in the 8’s. How did that work out for investors?
As our good friend @Night_Owl_Biotech has suggested it’s time for SNDX to make a move.
With revumenib (SNDX-5613) charging toward its own commercial inflection and Niktimvo expanding their oncology footprint, Syndax is being priced like a secondary clinical play despite trading at a ~
$1.8B market cap with two derisked assets nearing major commercial scale.
When class-wide sentiment shifts, the market catches up to the commercial leader fast.
Watching for
$SNDX to close that valuation arbitrage
