Added to YB: 2026-08-14
Pitch date: 2026-08-11
STLN [neutral]
Starling Oncology, Inc.
+1.95%
current return
Author Info
Jaime Bermejo shares investing thoughts and ideas in his newsletter. Sign up for his newsletter.
Company Info
Starling Oncology, Inc., an oncology company, provides various oncology services in the United States.
Market Cap
$627.8M
Pitch Price
$6.14
Price Target
12.40 (+98%)
Dividend
N/A
EV/EBITDA
-76.43
P/E
-20.25
EV/Sales
1.18
Sector
Health Care Providers and Services
Category
growth
What I'm looking at. Returns YTD - Starling
STLN (holding update): Ex-Oncology Institute, community cancer care owning its pharmacy — captures drug margin unlike Evolent. Capitated lives ramp scripts 1.0→3.2, GP/1k lives +68% no rate hike. First positive adj EBITDA ~$0.2M, rev +35%, specialty pharma +58%; OrbiMed refi de-risked B/S. Path to $1bn rev, 6-8% margins, ~$35M EBITDA at 15-20x = double.
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