TBIO is working at the cutting edge of mRNA therapy and is one of the few promising programs in the clinic. It is currently trading at a discount to its 52-week highs. The CF indication may get approval under Fast Track in about 3 years, and even if they start with 10% of the total market, given the 10% CF genetic mutations ineligible for current modulator treatment, they are still looking at nearly $200 million in annual sales. That is the extreme bottom line of the TBIO story. As such, this is a stock to accumulate at dips, while waiting for the pipeline to mature.
Thanks to the success for COVID-19 vaccines developed by Moderna and the Pfizer-BioNTech partnership, interest in messenger RNA (mRNA) technology is at an all-time high. Don't be surprised if a big drugmaker chooses to scoop up a smaller player to stake a claim in the mRNA space. Translate Bio (NASDAQ:TBIO) could be a top prospect.
Granted, Translate Bio is lagging well behind the leaders in the coronavirus vaccine race. The company and its partner, Sanofi (NASDAQ:SNY), plan to begin a phase 1/2 study of mRNA vaccine candidate MRT5500 in Q1 of this year. But the allure of mRNA goes well beyond just COVID-19.
Translate Bio's pipeline includes an mRNA therapy targeting cystic fibrosis that's in early stage testing. It also teamed up with Sanofi to develop mRNA vaccines for influenza as well as other viral and bacterial diseases.
Sanofi just might decide that it needs more than just collaboration deals with Translate Bio to remain a major player in the global vaccine market with the rise of mRNA technology. With the small biotech's market cap below $1.5 billion, an acquisition could be on the table in the not-too-distant future.
dass das Kritisieren einer Aktienperformance nicht gegen Forenregeln verstößt, im besonderen dies völlig sachlich geschieht. Die Performance dieser Aktie ist jämmerlich und ich sehe keinen weiteren Grund hier weiter investiert zu bleiben.
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