Added to YB: 2026-07-08
Pitch date: 2026-07-04
MLTX [bullish]
MoonLake Immunotherapeutics
+0.79%
current return
Author Info
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Company Info
MoonLake Immunotherapeutics, a clinical-stage biotechnology company, focuses on developing therapies for inflammatory skin and joint diseases.
Market Cap
$1.6B
Pitch Price
$19.00
Price Target
40.00 (+112%)
Dividend
N/A
EV/EBITDA
-4.96
P/E
-4.88
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Can Moonlake Therapeutics ($MLTX) hit a flock of birds with 1 stone?
MLTX: Single-asset biotech betting on sonelokimab (Nanobody) for hidradenitis suppurativa ($10B market). Strong 52wk data (67.2% HiSCR75) but failed 1 of 2 Phase 3 twin trials at Wk16, risking FDA rejection. BLA filing Sept 2026, approval Q3 2027. $420M cash, runway to late 2027, tight. rNPV target $40 (+109%) at 65% PoS, 15% share, $2B peak sales. Bear case $5-7 on RTF letter/dilution. Floor $14.50.
Read full article (7 min)