Added to YB: 2025-03-04
Pitch date: 2025-03-01
ALLK [bullish]
Allakos Inc.
+17.12%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Allakos Inc. operates as a clinical stage biotechnology company that develops monoclonal antibodies that target immunomodulatory receptors present on the surface of immune effector cells involved in allergy, inflammatory, and proliferative diseases.
Market Cap
$29.7M
Pitch Price
$0.28
Price Target
0.56 (+70%)
Dividend
N/A
EV/EBITDA
0.30
P/E
-0.41
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
The Curious Case of Allakos
ALLK: Trading below liquidation value at $0.28/share. $81M cash, $1B+ NOLs. Q2 2025 cash $35-40M post-restructuring. Activist Kevin Tang owns 9.7%. Potential NOL monetization (100%+ upside) or liquidation (neutral). Similar to LOGC deal. Risk/reward skews long.
Read full article (2 min)