Added to YB: 2025-03-20
Pitch date: 2025-03-18
SWTX [bullish]
SpringWorks Therapeutics, Inc.
+3.33%
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
SpringWorks Therapeutics, Inc., a commercial-stage biopharmaceutical company, engages in the development and commercialization of medicines for underserved patient populations suffering from rare diseases and cancer.
Market Cap
$3.7B
Pitch Price
$49.00
Price Target
85.00 (+68%)
Dividend
N/A
Sector
Biotechnology
Category
special_situation
SpringWorks Therapeutics (SWTX): A Compelling Biotech Buyout Thesis with Limited Downside
SWTX: Biotech in advanced acquisition talks, likely ~$70-85/share (50% upside). 2 FDA-approved oncology drugs: Ogsiveo ($250M sales, 25% QoQ growth) & Gomekli (NF1-PN treatment, $1B potential). $1.5-2B peak sales. Canceled earnings call & conferences suggest imminent deal. Downside protected by standalone value.
Read full article (4 min)