Added to YB: 2026-03-16
Pitch date: 2026-03-12
SABS [bullish]
SAB Biotherapeutics, Inc.
-10.17%
current return
Author Info
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Company Info
SAB Biotherapeutics, Inc., a clinical-stage biopharmaceutical company, focuses on the development of human polyclonal immunotherapeutic antibodies to address immune system disorders and infectious diseases in the United States.
Market Cap
$233.4M
Pitch Price
$4.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.56
P/E
-5.77
EV/Sales
N/A
Sector
Biotechnology
Category
growth
SAB Biotechnology: The bull case for a cash cow making human antibodies
SABS: Fully human polyclonal anti-thymocyte globulin (SAB-142) for Stage 3 T1D. MOA validated across 3 rATG trials (START, TN-19, MELD-ATG) showing stat sig c-peptide preservation. Ph1 (n=68): 0% serum sickness, 0% ADAs, CD4+ T-cell exhaustion signature matches rATG responders; early T1D pts (n=4, mean 40mo post-dx) showed c-peptide increases vs decline in controls. Registrational SAFEGUARD Ph2b (n=159) enrolling, topline 2H'27, fully funded ($144M cash). Re-dosable (2 days vs Tzield's 14 days), outpatient admin. TAM >$10B at 4% penetration, $150K/course. Cattle-derived platform = indefinite moat (no biosimilar pathway). Risks: single trial, rATG translation gap, 27x dilution (270M FD shares), manufacturing scale-up. Sanofi strategic investor. Risk-adj NPV $6-20/share (25% PoS); $12-40/share at 50% PoS post-hit.
Read full article (35 min)