Added to YB: 2026-07-09
Pitch date: 2026-05-01
PEPG [bullish]
PepGen Inc.
+15.03%
current return
Author Info
No bio for this author
Company Info
PepGen Inc., a clinical-stage biotechnology company, develops oligonucleotide therapeutics for the treatment of severe neuromuscular and neurologic diseases in the United States.
Market Cap
$130.7M
Pitch Price
$1.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
-0.20
P/E
-1.26
EV/Sales
N/A
Sector
Biotechnology
Category
growth
PepGen Inc. - $PEPG
PEPG: DM1 ASO play at ~$100M FD mkt cap vs Avidity ($12B, Novartis buyout) & Dyne ($3B). Author's 3rd trade (prior 2 were 3-5x wins). 5mg MAD data crushed stock on one flukey outlier patient (70.8% splice worsening dragging arm to 7.3% vs 22.9% ex-outlier). RA Capital PIPE at $3.20; now half price. Expects 10mg MAD >35-50% splicing correction (best-in-class) in 2H26. Catalysts: 10mg readout + partial FDA hold lift (mouse BP tox, no human safety issues).
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