Jan. 8 at 4:52 PM
$BMEA $MLTX $VALN
Love Biomea Fusion. Icovamenib is a definite blockbuster even better than you think. Amazing drug.
$BMEA has now tied
$MLTX for the best clinical biopharma investment to make in 2026 and they'll both get a combined total of about 75% of my investment fund.
$BMEA will be number 1 as soon as Merck confirms their buy out of
$MLTX .
My candidate for most likely surprise buyout is VALN. There's simply no way Pfizer is paying VALN a 22% royalty on all Lyme Disease Vaccine sales. Plus,
$PFE already own 10%
$VALN
So
$VALN will get at least 15%.
I hold a few others that were already purchased, so they're excluded.
I'm exploring other candidates to add and will have new choices by January 30, the date I expect MLTX will be part of Merck.
