Professional
Added to YB: 2023-10-25
Pitch date: 2023-10-25
VISN [bullish]
Gyroscope Therapeutics Holdings PLC
Author Info
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Company Info
As of February 18, 2022, operates as a subsidiary of Novartis AG.
Market Cap
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
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EV/Sales
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Sector
Biotechnology
Category
turnaround
Stock Sonar #30 - CommScope (COMM)
COMM/VISN (speculative new position): Network infrastructure play w/ $9B debt from botched M&A, FCF neutral now. CEO Treadway cutting costs. $43B BEAD program subsidies for rural broadband = major tailwind. Cost savings + BEAD revenue could enable debt paydown & turnaround. Trades 8.5x EV/EBITDA. High risk/reward on execution & subsidy timing.
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