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Added to YB: 2026-08-04

Pitch date: 2026-08-01

VISN [bullish]

Gyroscope Therapeutics Holdings PLC

Author Info

Triple S is a professional special situations investor who shares ideas in their newsletter. 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

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

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EV/Sales

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Sector

Biotechnology

Category

special_situation

Show full summary:
Vistance Networks (NASDAQ: VISN)

VISN (call spread): Trades $11.83 vs ~$8.31/sh cash, zero debt post Ruckus sale to Belden ($1.75B net). Stub Aurora Networks values at $3.52/sh (<4x EBITDA), Q1 rev +33%, 2026 EBITDA guide $225-250M. Dividend expected by Aug 30 (Q2 report Aug 6); prior $10/sh paid Apr. 8-12x sale = $8-12/sh. Low downside.

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