[Repost] 4 Reasons Tonix (TNXP) Could Be A Multi-Bagger

I encountered an interesting article about Tonix Pharmaceuticals (TNXP) from Seeking Alpha. It is astonishing and comprehensive. I just want to share (which I believe) the most sexy point here. (It’s highly recommended to read the whole article instead of just reading my sharing only.)

One should bare in mind that buying TNXP is just like “buying a dream". TNXP is a biotech company and their products are still in development stage. The latest development is, according to the article, “In September, Tonix announced that it had begun enrolling the Phase 2b BESTFIT trial, the first of two essentially identical pivotal studies needed for FDA approval in FM." and “Tonix expects to announce the results of the study in October."

Passing this Phase 2b BESTFIT trial doesn’t mean it can go to market directly and secure a great success, but it is an important procedure before it can go commercial. The author shared a story of the MAP Pharmaceuticals buyout by Allergan Inc (AGN).

After MAP ran its second to last pivotal trial (equivalent to Tonix’s BESTFIT 2b trial running now) they agreed to a development and licensing deal with Allergan that included a $60 million upfront payment and $97 million in milestones. MAP’s stock surged to a $500 million on the news.

After the final trial was run, and months before the FDA ruled on Levadex, Allergan bought out MAP completely, for $958 million."

Based on the author’s estimation, TNXP future product TNX-102 SL could have 2 times the MAP Pharmaceuticals for TNX-102 SL could have the projected revenue doubled of MAP’s one.

Unlike many other articles which also writing for “dreams", this article clearly points out the timeframe. It’s always too easy to talk about mega trend and saying how that stock is benefited but seldom mentions the trigger point.

TNXP is a very very small cap U.S. stock, just about ~40Mil USD. This stock is really small enough to dream big.

(Disclosure: I am long TNXP)

 

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2 Responses to [Repost] 4 Reasons Tonix (TNXP) Could Be A Multi-Bagger

  1. Yeung 說道:

    Fatlone 兄,好耐冇見!剛剛在尋找好股票,發現今年以來升勢凌厲,中績相當靚仔的 966,便想起你了。想起來 358 也有好不錯的升幅,可見你眼光獨到!沒什麼,只是想起了你,便給你留個言,祝工作順利!

    • fatlone 說道:

      YEUNG兄過獎,我都是抄功課抄返嚟!
      我依家又買返196,可惜坐緊艇⋯⋯
      呢個BLOG荒廢咗好耐,諗緊點樣可以搵返之前係度交流過嘅朋友⋯⋯

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