Added to YB: 2026-05-28
Pitch date: 2026-05-26
VISN [bullish]
Gyroscope Therapeutics Holdings PLC
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
As of February 18, 2022, operates as a subsidiary of Novartis AG.
Market Cap
N/A
Pitch Price
N/A
Price Target
13.58
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Vistance Networks (NASDAQ: VISN)
VISN: After $10.5B Amphenol sale + $1.846B Ruckus sale to Belden, Aurora Networks stub trades 4.1x EBITDA vs peers at 6.5-20x. Q1 rev +32.6% to $298M, EBITDA +38.4% to $87.3M on DOCSIS 4.0 upgrade cycle (multi-year Comcast/Vodafone contracts). $1.85B pro-forma cash enables $5 special div + $100M buyback. PT $13.58 (~10% upside) at 6x EBITDA.
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