Added to YB: 2025-07-03
Pitch date: 2025-07-01
CAPR [bearish]
Capricor Therapeutics, Inc.
-169.08%
current return
Author Info
Biotenic is a freelance L/S biotech investment analyst sharing investment theses. Sign up for the newsletter.
Company Info
Capricor Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of transformative cell and exosome-based therapeutics for treating duchenne muscular dystrophy (DMD) and other diseases with unmet medical needs in the United States.
Market Cap
$212.1M
Pitch Price
$9.67
Price Target
1.50 (-94%)
Dividend
N/A
EV/EBITDA
-1.56
P/E
-2.57
EV/Sales
11.51
Sector
Biotechnology
Category
special_situation
Solidifying my CAPR view -- PDUFA Aug 31st
CAPR short: DMD drug likely CRL due to FDA stance shift under Prasad. HOPE-2 trial design changes problematic, LVEF data unconvincing. Sarepta controversy hurts regulatory chances. Post-rejection & failed HOPE-3 PT ~$1.50 (-85%). Odd 30-50% royalty structure suspicious. $2.44/sh cash by Aug. Borrow rate ~75% signals market concern.
Read full article (4 min)